Author: |
Pierre Verkest, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
12.0 |
Repository: |
acsone/pos |
Dependencies: |
point_of_sale |
Languages: |
CSS (5, 0.7%),
HTML (372, 50.0%),
JavaScript (45, 6.0%),
PO File (37, 5.0%),
Python (163, 21.9%),
XML (55, 7.4%),
and
reStructuredText (67, 9.0%) |
Other repositories: |
Change2improve/pos,
ERPLibre/pos,
LevelPrime/pos,
OCA/pos,
Tecnativa/pos,
aurestic/pos,
camptocamp/pos,
coopiteasy/pos,
eLBati/pos,
kmee/pos,
legalsylvain/pos,
marionumza/pos,
sunflowerit/pos,
and
takobi-online/pos |
<h1 class="title">Point Of Sale - Customer required fields</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_customer_required_fields"><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_customer_required_fields"><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 enforce users to properly define customer fields
created from point of sale or used in pos order.</p>
<p>From PoS config you will be able to define required fields.</p>
<p>Using this module without <cite>pos_customer_required</cite> module you are
still able to create PoS order without customer.</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="#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 define customer required field on PoS UI:</p>
<ol class="arabic simple">
<li>Go to any PoS configuration <em>Point of Sale > Configuration > Point of Sale</em>.</li>
<li>Edit Partner required fields.</li>
</ol>
<div class="admonition warning">
<p class="first admonition-title">Warning</p>
<p class="last">Make sure to choose only <cite>res.partner</cite>'s fields present on the PoS UI.</p>
</div>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To create or edit partner from PoS</p>
<ol class="arabic simple">
<li>Open PoS session</li>
<li>Click on client button</li>
<li>required filed are highlight (in green)</li>
</ol>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_customer_required_fields/static/description/pos_edit_customer.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_customer_required_fields/static/description/pos_edit_customer.png" />
</div>
<p>If you choose an existing partner with missing informations
while validating the payment you will be ask to collect missing
customer informations.</p>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_customer_required_fields/static/description/pos_customer_missing_fields.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_customer_required_fields/static/description/pos_customer_missing_fields.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_customer_required_fields%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="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Pierre Verkest</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<blockquote>
<p><a class="reference external" href="https://www.mokatourisme.fr">Moka Tourisme</a></p>
<blockquote>
<ul class="simple">
<li>Pierre Verkest <<a class="reference external" href="mailto:pierreverkest84@gmail.com">pierreverkest84@gmail.com</a>></li>
</ul>
</blockquote>
</blockquote>
<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/petrus-v"><img alt="petrus-v" src="https://github.com/petrus-v.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_customer_required_fields">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>