CBMS ERP POS: Prepaid credits
1.. image:: https://itpp.dev/images/infinity-readme.png
:alt: Tested and maintained by IT Projects Labs
:target: https://itpp.dev
======================
POS: Prepaid credits
======================
The module allows to make sale on credit.
Debt (Credit) value is changed whenever:
* Product marked as "Credit Product" is sold via POS or via Invoices. Invoices created via website_sale (eCommerce) module are supported too.
* POS payment is made via journal marked as "Debt journal"
* "Manual Credit Updates" is added
Other features:
* each user has Debt Limit field. By default is 0, i.e. user has to pay in advance and cannot have negative credits amount.
* Working with employees of company. You can get a sum of Credits of all employess of any company. You can make invoices per each employee at once to updates their Credits.
Installation Deinstallation
=============================
* Debt data are still available after the module will be re-installed.
* When new (first after install) POS session is opened, a debt payment method would added in a POS config.
* If the module was install and uninstall immediately (without created POS sessions) then it keeps no data.
* If a user deleted debt journal from POS config manually then after the module is upgraded
POS config would not be changed.
* Multicompany mode is supported
Roadmap
=======
* TODO. Field ``journal_id`` in ``pos.credit.update`` model should be replaced with ``pos_payment_method_id = fields.Many2on('pos.payment.method')``
* TODO. New option for **Zero transactions** feature: allow to create extra order line with negative amount instead of applying discounts.
* It creates extra record in accounting system (pos.order.line). It can be used as a backup for *Manual Updates*
* It works with following problem case:
In case of purchasing products with taxes not included in the price, such journals cannot be used along with normal payments
* TODO. Improvements on heavy usage (Many POSes, Many Partners)
* Num of users with cached Debt History must be limited
* Limit issue in ``reload_debts`` (check FIXME note there)
* Many POSes do the same requests on getting updates from longpolling. Solution:
* Customizable timeout in ``on_debt_updates`` method in ``pos_debt_notebook_sync`` module.
* ``reload_debts`` called with ``"postpone": false`` must ignore existing timer
Questions?
==========
To get an assistance on this module contact us by email :arrow_right: help@itpp.dev
Contributors
============
* `Ivan Yelizariev <https://it-projects.info/team/yelizariev>`__
* `Stanislav Krotov <https://it-projects.info/team/ufaks>`__
* `Dinar Gabbasov <https://it-projects.info/team/GabbasovDinar>`__
* `Kolushov Alexandr <https://it-projects.info/team/KolushovAlexandr>`__
Further information
===================
CBMS ODOO Apps Store: https://apps.mymycbms.com/apps/modules/14.0/pos_debt_notebook/
Tested on `CBMS ODOO 14.0 <https://github.com/odoo/mymycbms.commit/c28a32daa56193d97f0d91dac1fe560603b8837b>`_
Comfortable sales for your regular customers. Debt payment method for POS
.. image:: https://itpp.dev/images/infinity-readme.png :alt: Tested and maintained by IT Projects Labs :target: https://itpp.dev ====================== POS: Prepaid credits ====================== The module allows to make sale on credit. Debt (Credit) value is changed whenever: * Product marked as "Credit Product" is sold via POS or via Invoices. Invoices created via website_sale (eCommerce) module are supported too. * POS payment is made via journal marked as "Debt journal" * "Manual Credit Updates" is added Other features: * each user has Debt Limit field. By default is 0, i.e. user has to pay in advance and cannot have negative credits amount. * Working with employees of company. You can get a sum of Credits of all employess of any company. You can make invoices per each employee at once to updates their Credits. Installation Deinstallation ============================= * Debt data are still available after the module will be re-installed. * When new (first after install) POS session is opened, a debt payment method would added in a POS config. * If the module was install and uninstall immediately (without created POS sessions) then it keeps no data. * If a user deleted debt journal from POS config manually then after the module is upgraded POS config would not be changed. * Multicompany mode is supported Roadmap ======= * TODO. Field ``journal_id`` in ``pos.credit.update`` model should be replaced with ``pos_payment_method_id = fields.Many2on('pos.payment.method')`` * TODO. New option for **Zero transactions** feature: allow to create extra order line with negative amount instead of applying discounts. * It creates extra record in accounting system (pos.order.line). It can be used as a backup for *Manual Updates* * It works with following problem case: In case of purchasing products with taxes not included in the price, such journals cannot be used along with normal payments * TODO. Improvements on heavy usage (Many POSes, Many Partners) * Num of users with cached Debt History must be limited * Limit issue in ``reload_debts`` (check FIXME note there) * Many POSes do the same requests on getting updates from longpolling. Solution: * Customizable timeout in ``on_debt_updates`` method in ``pos_debt_notebook_sync`` module. * ``reload_debts`` called with ``"postpone": false`` must ignore existing timer Questions? ========== To get an assistance on this module contact us by email :arrow_right: help@itpp.dev Contributors ============ * `Ivan Yelizariev `__ * `Stanislav Krotov `__ * `Dinar Gabbasov `__ * `Kolushov Alexandr `__ Further information =================== Odoo Apps Store: https://apps.mycbms.com/apps/modules/14.0/pos_debt_notebook/ Tested on `Odoo 14.0 `_
To install this Web App in your iPhone/iPad press 
and then Add to Home Screen.
