<h1 class="title">PoS Order To Sale Order</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/pos-8-0/pos-8-0-pos_order_to_sale_order"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/184/8.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of point of sale to allow sale orders creation from the Point of Sale.</p> <p>In the POS UI, buttons has been added to create a sale order and discard the current POS order.</p> <p>This module is usefull in many cases, for exemple :</p> <ul class="simple"> <li>take orders with a very simple interface</li> <li>if you have some customers that come every day in your shop, but want to have a unique invoice at the end of the month. With that module, you can create a sale order and deliver products every time to keep your stock value correct, and to create a unique invoice, when you want.</li> </ul> <p>Three options are available:</p> <ul class="simple"> <li><strong>Create a draft Order</strong> A new sale order in a draft mode will be created that can be changed later.</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_1.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_1.png" style="width: 800px;" /> </div> <ul class="simple"> <li><strong>Create a Confirmed Order</strong> A new sale order will be created and confirmed.</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_2.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_2.png" style="width: 800px;" /> </div> <ul class="simple"> <li><strong>Create Delivered Picking</strong> (by default) A new sale order will be created and confirmed. the associated picking will be marked as delivered.</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_3.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_3.png" style="width: 800px;" /> </div> <p><strong>Technical Notes</strong></p> <ul class="simple"> <li>Some hooks are defined in the JS file, to define custom behaviour after having created the sale order (and the stock picking).</li> <li>Some prepare functions are available in the sale.order model, to overload the creation of the sale order.</li> <li>You could be interested by another module, pos_sale_order, that completely alter Point of Sale module, avoiding creating Pos Orders, and creating allways Sale Orders. This module is a WIP state, and is available here: <a class="reference external" href="https://github.com/OCA/pos/pull/35">https://github.com/OCA/pos/pull/35</a></li> </ul> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <ul class="simple"> <li>Go to Point Of Sale / Configuration / Point of Sale</li> <li>Check the box 'Create Sale Orders'</li> <li>Select the desired default behaviour</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_config_form.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_config_form.png" style="width: 800px;" /> </div> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Because of the poor design of the Odoo Point of Sale, some basic features are not available by default, like pricelist, fiscal position, etc ... For that reason, unit price will be recomputed by default, when creating the sale order, and the unit price of the current bill will not be used.</li> </ul> <p>Note that this problem is fixed if <code>pos_pricelist</code> is installed. (same repository) In that cases, the pricelist, the unit prices and the taxes will be the same in the order, as in the displayed bill.</p> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_confirm.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_confirm.png" style="width: 800px;" /> </div> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_order_to_sale_order%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>GRAP</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Sylvain LE GAL (<a class="reference external" href="https://www.twitter.com/legalsylvain">https://www.twitter.com/legalsylvain</a>)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/legalsylvain"><img alt="legalsylvain" src="https://github.com/legalsylvain.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order">OCA/pos</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>