<h1 class="title">Point Of Sale - Change Payments</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.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/14.0/pos_payment_change"><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-14-0/pos-14-0-pos_payment_change"><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/184/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionnality of the Odoo Point of Sale to allow the cashier to change the payments of a PoS order.</p> <p>This feature is usefull when the user realized that he did a mistake, just after he marked the order as paid, or during the close of the session, Only if entries has not been generated.</p> <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="#usage" id="id2">Usage</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="#other-credits" id="id7">Other credits</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <ul class="simple"> <li>Go to Point of Sale &gt; Configuration &gt; Point of Sale</li> <li>Edit your point of sale, and select a value for the field 'Payment Change Policy'.</li> </ul> <p>Two options are available:</p> <ul class="simple"> <li>'Refund and Resale': Odoo will refund the current Pos Order to cancel it, and create a new PoS Order with the correct payment lines</li> <li>'Update Payments': Odoo will change payment lines.</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_config_form.png" src="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_config_form.png" /> </div> <p><strong>Note</strong> In some countries the 'Update Payments' Option is not allowed by law, because orders history shouldn't not be altered.</p> <p>For that purpose, a constrains is present to check the value of this field. If the module <code>l10n_fr_certification</code> is installed and if the current company has an inalterable accounting, it will not be possible to select the value 'Update Payments'.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <ul class="simple"> <li>Go to a PoS Order</li> <li>Click on the button 'Change Payments'</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_order_form.png" src="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_order_form.png" /> </div> <ul class="simple"> <li>In the pop up wizard, select the real payment(s) that have been used to pay the order</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_payment_change_wizard_form.png" src="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_payment_change_wizard_form.png" /> </div> <ul class="simple"> <li>Then click on the button 'Change Payments'</li> </ul> <p><strong>Note</strong></p> <p>If the option 'Refund and Resale' is selected, changing the payments will display the three PoS orders. the oringal one, the refund one, and the new one.</p> <div class="figure"> <img alt="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_order_tree.png" src="https://raw.githubusercontent.com/OCA/pos/14.0/pos_payment_change/static/description/pos_order_tree.png" /> </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_payment_change%0Aversion:%2014.0%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 &lt;<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>&gt;</li> <li>Julien WESTE</li> <li>Foram Shah &lt;<a class="reference external" href="mailto:foram.shah&#64;initos.com">foram.shah&#64;initos.com</a>&gt;</li> </ul> <a name="other-credits"></a> <h3><a class="toc-backref" href="#id7">Other credits</a></h3> <p>The development of this module has been financially supported by:</p> <ul class="simple"> <li>GRAP, Groupement Régional Alimentaire de proximité (www.grap.coop)</li> <li>Vracoop (www.vracoop.fr)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">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/14.0/pos_payment_change">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>