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pos_picking_load
<h1 class="title">Point Of Sale - Picking Load</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/12.0/pos_picking_load"><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-12-0/pos-12-0-pos_picking_load"><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/184/12.0"><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 you to
load your pickings in the Point of Sale, in order to add / remove products
and so create a PoS Order and mark it as paid.</p>
<p><strong>Detailled Use Case</strong></p>
<p>This module is usefull for the following use case</p>
<ul class="simple">
<li>You have many Sale Orders that have generated pickings. Typically if you have
connected your Odoo instance to an online store like Shop Invader,
Prestashop, Magento, or if you use light Odoo shop (<code>website_sale</code>
module).</li>
<li>Once the order validated, you prepare your pickings</li>
<li>The customer come in your shop to recover his order</li>
<li>the customer add (or remove) some products</li>
<li>the customer pay his order, based on the real delivered products list</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="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</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>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>Go to Warehouse / Configuration / Types of Operation</li>
<li>Select the picking type(s) you want to see in the point of sale</li>
<li>Check the box 'Available in Point of Sale'</li>
</ol>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/stock_picking_type_form.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/stock_picking_type_form.png" style="width: 800px;" />
</div>
<p>Note: This box is NOT enabled by default except in demo data for the type
'Delivery Orders' of the demo company 'YourCompany'.</p>
<ol class="arabic simple">
<li>Go to Point of Sale / Configuration / Point of Sales</li>
<li>Select the Point(s) of Sales witch those you want to enable the feature</li>
<li>Check the box 'Load Pickings'</li>
<li>Set the max quantity of pickings you want to load</li>
</ol>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/pos_config_form.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/pos_config_form.png" style="width: 800px;" />
</div>
<p>Note: This box is enabled by default</p>
<p><strong>Technical Notes</strong></p>
<ul class="simple">
<li>By default, the Point of Sale will display only the pickings if the state is
in 'Waiting Availability', 'Partially Available' or 'Ready to Transfer'.</li>
</ul>
<p>You can change this filter by overloading the <code>_prepare_filter_for_pos</code>
function of the model <code>stock.picking</code>.</p>
<ul class="simple">
<li>By default, the search of pickings will be done on the fields <code>name</code>,
<code>origin</code> and <code>partner_id</code> of the picking.</li>
</ul>
<p>You can change this feature by overloading the
<code>_prepare_filter_query_for_pos</code> function of the model <code>stock.picking</code>.</p>
<ul class="simple">
<li>By default, when the PoS order is confirmed, the original picking is
cancelled and the sale order is set to the state 'Done'.</li>
</ul>
<p>You can change this behaviour by overloading
<code>_handle_orders_with_original_picking</code> function of the model <code>pos.order</code>.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To use this module, you need to:</p>
<ul class="simple">
<li>Launch the point of sale</li>
<li>On a new order (without lines), click on the 'Load Picking' button.</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_01_load_button.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_01_load_button.png" style="width: 800px;" />
</div>
<ul class="simple">
<li>Point of sale will load available pickings. (About displayed pickings, see
'Technical Notes' section).</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_02_picking_list.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_02_picking_list.png" style="width: 800px;" />
</div>
<ul class="simple">
<li>Click on a picking will check if the picking is loadable and if yes, will
display a 'Select' button. (See 'Possible Warnings' Section)</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_03_confirm.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_03_confirm.png" style="width: 800px;" />
</div>
<ul class="simple">
<li>Confirm the selection, by clicking on 'Select' button. It will display
the content of the moves (as PoS Order Lines)</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_04_pos_order.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_04_pos_order.png" style="width: 800px;" />
</div>
<p>The price and the discount will be the sale price and the discount set in
the according Sale Order Line, if it was found. Otherwise, discount will be
set to 0, and unit price will be the unit price of the product when it has been
loaded in the Point of Sale.</p>
<p><strong>Related Sale Order:</strong></p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_sale_order.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_sale_order.png" style="width: 800px;" />
</div>
<p><strong>Related Picking:</strong></p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_stock_picking.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_stock_picking.png" style="width: 800px;" />
</div>
<ul class="simple">
<li>Finally, you can add / remove products or change quantity and collect the
payment.</li>
</ul>
<p>When, the order is marked as paid, the original picking will be cancelled,
because Point Of Sale generates a new picking related to the real delivered
products and the original Sale Order will pass to the state 'Done'. (Delivery
exception is ignored).
(See 'Technical Notes' section).</p>
<p><strong>Possible Warnings</strong></p>
<p>Some warning messages can appear:</p>
<ul class="simple">
<li>if some products are not available in the Point of Sale</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_warning_product.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_warning_product.png" style="width: 800px;" />
</div>
<ul class="simple">
<li>if the partner is not available in the Point of Sale</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_warning_partner.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_warning_partner.png" style="width: 800px;" />
</div>
<ul class="simple">
<li>if the picking has been still loaded in another PoS order</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_warning_picking_still_loaded.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_picking_load/static/description/load_picking_warning_picking_still_loaded.png" style="width: 800px;" />
</div>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>This module will try to get original unit price from the sale order and not
use the Current unit price of the product.
(The price at which you pledged to sell the product).
Some VAT troubles will occure if a product is set with VAT marked as
'VAT included' and if in the sale order line, there are some VAT marked as
'VAT excluded' for exemple.</li>
</ul>
<p><strong>The VAT settings should be consistent.</strong></p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id4">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_picking_load%0Aversion:%2012.0%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="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>GRAP</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li>Sylvain LE GAL (<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>)</li>
<li>Stefan Rijnhart <<a class="reference external" href="mailto:stefan@opener.am">stefan@opener.am</a>></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/12.0/pos_picking_load">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>