Author: |
GRAP, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
12.0 |
Repository: |
acsone/pos |
Dependencies: |
account,
decimal_precision,
point_of_sale,
and
pos_cash_move_reason |
Languages: |
HTML (384, 22.6%),
PO File (443, 26.1%),
Python (602, 35.4%),
and
XML (271, 15.9%) |
Other repositories: |
Callino/pos,
Change2improve/pos,
ERPLibre/pos,
ForgeFlow/pos,
Ingeos/pos,
LevelPrime/pos,
NeatNerdPrime/pos,
OCA/pos,
Tecnativa/pos,
TheCloneMaster/grap-odoo-incubator,
akretion/grap-odoo-incubator,
akretion/pos,
anhvu-sg/pos,
aurestic/grap-odoo-incubator,
aurestic/pos,
camptocamp/pos,
cedvict/grap-odoo-incubator,
consultingerp/grap-odoo-incubator,
coopiteasy/grap-odoo-incubator,
coopiteasy/pos,
diagramsoftware/grap-odoo-incubator,
eLBati/pos,
erick-alvino/grap-odoo-incubator,
flotho/pos,
francislouie/grap-odoo-incubator,
grap/grap-odoo-incubator,
haryoran04/grap-odoo-incubator,
initOS/grap-odoo-incubator,
initOS/pos,
jaferrer/grap-odoo-incubator,
kmee/pos,
legalsylvain/grap-odoo-incubator,
legalsylvain/pos,
marionumza/pos,
nabima/grap-odoo-incubator,
open-synergy/grap-odoo-incubator,
quentinDupont/grap-odoo-incubator,
quentinDupont/odoo-addons-grap,
quentinDupont/pos,
r-sierra/pos,
sjpatel21/grap-odoo-incubator,
sunflowerit/pos,
takobi-online/pos,
vidtsin/grap-odoo-incubator,
wahello/oca-pos,
and
westlyou/odoo-addons-grap |
<h1 class="title">Point Of Sale - Multiple Cash Control</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_multiple_control"><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_multiple_control"><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 the point of sale by allowing a
better control at the closing of the session.</p>
<ul class="simple">
<li>Show differences for all statements chosen (see config part)</li>
<li>Allow user to control each statement. (not only the cash statement, by
default) and change his starting and ending balance</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/change_starting_balance.gif" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/change_starting_balance.gif" />
</div>
<ul class="simple">
<li>Quickly solve differences (we can set an absolute limit),
thanks to pos_move_reason</li>
</ul>
<p>See this gif where where we set ending balance with difference, solve it and
close session :</p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_balance_automatic_solve.gif" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_balance_automatic_solve.gif" />
</div>
<p>As the verification is more complete, allow the user to reopen a new session,
if the first one is in a closed state.</p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/open_new_session.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/open_new_session.png" />
</div>
<p>Extra checks are done, to prevent user errors:</p>
<ul class="simple">
<li>It is not possible to click on the button 'Close Session' if there are some
draft orders.</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="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">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>
<p><strong>Configure the journals</strong> you want to control in your point of sale (POS)</p>
<ul class="simple">
<li>Go to Invoicing / Configuration / Journals / Journals</li>
<li>Check the box 'POS Journal Control' if you want to enable this feature for this journal</li>
<li>Unchecked journal will be in grey</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/account_journal_config.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/account_journal_config.png" />
</div>
<p><strong>Configure your POS configuration</strong></p>
<ul class="simple">
<li>Go to Point of Sale / Configuration / Point of Sale / <your pos></li>
<li>Choose your Payments methods (1)</li>
<li>Check Cash Control (2)</li>
<li>(optional) Choose a "pos move reason" to ausolve difference (3) (see pos_move_reason module for more details)</li>
<li>(optional) Choose a limit to allow or not the user to autosolve control difference in pos - Set 0 if you don't want any limit. (4)</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/pos_session_config.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/pos_session_config.png" />
</div>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id2">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_multiple_control%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="#id3">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id4">Authors</a></h3>
<ul class="simple">
<li>GRAP</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id5">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>Julien WESTE</li>
<li>Quentin DUPONT <<a class="reference external" href="https://twitter.com/pondupont">https://twitter.com/pondupont</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id6">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>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/12.0/pos_multiple_control">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>