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pos_multiple_control

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 / &lt;your pos&gt;</li> <li>Choose your Payments methods (1)</li> <li>Check Cash Control (2)</li> <li>(optional) Choose a &quot;pos move reason&quot; 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 &lt;<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>&gt;</li> <li>Julien WESTE</li> <li>Quentin DUPONT &lt;<a class="reference external" href="https://twitter.com/pondupont">https://twitter.com/pondupont</a>&gt;</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>