odoo12-addon-pos-multiple-control


Nameodoo12-addon-pos-multiple-control JSON
Version 12.0.1.3.1 PyPI version JSON
download
home_pagehttps://github.com/OCA/pos
SummaryAllow user to control each statement and add extra checks
upload_time2022-08-05 22:02:42
maintainer
docs_urlNone
authorGRAP, Odoo Community Association (OCA)
requires_python>=3.5
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            =====================================
Point Of Sale - Multiple Cash Control
=====================================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github
    :target: https://github.com/OCA/pos/tree/12.0/pos_multiple_control
    :alt: OCA/pos
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/pos-12-0/pos-12-0-pos_multiple_control
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/184/12.0
    :alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5| 

This module extends the functionality of the point of sale by allowing a 
better control at the closing of the session.

* Show differences for all statements chosen (see config part)

* Allow user to control each statement. (not only the cash statement, by
  default) and change his starting and ending balance

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/change_starting_balance.gif

The cashbox lines are recorded and can be found later.

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_set_balance.gif

* Quickly solve differences (we can set an absolute limit),
  thanks to pos_move_reason

See this gif where where we set ending balance with difference, solve it and
close session :

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_balance_automatic_solve.gif

As the verification is more complete, allow the user to reopen a new session, 
if the first one is in a closed state.

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/open_new_session.png

Extra checks are done, to prevent user errors:

* It is not possible to click on the button 'Close Session' if there are some
  draft orders.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

**Configure the journals** you want to control in your point of sale (POS)

* Go to Invoicing / Configuration / Journals / Journals

* Check the box 'POS Journal Control' if you want to enable this feature for this journal

* Unchecked journal will be in grey

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/account_journal_config.png

* Configure a Cashbox default if you want Odoo give by default lines when changing balance

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/configure_cashbox_in_journal.gif

**Configure your POS configuration** 

* Go to Point of Sale / Configuration / Point of Sale / <your pos> 

* Choose your Payments methods (1)

* Check Cash Control (2)

* (optional) Choose a "pos move reason" to ausolve difference (3) (see pos_move_reason module for more details) 

* (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)

.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/pos_session_config.png

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_.
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
`feedback <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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* GRAP

Contributors
~~~~~~~~~~~~

* Sylvain LE GAL <https://twitter.com/legalsylvain>
* Julien WESTE
* Quentin DUPONT <https://twitter.com/pondupont>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/12.0/pos_multiple_control>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.



            

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    "description": "=====================================\nPoint Of Sale - Multiple Cash Control\n=====================================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n    :target: https://odoo-community.org/page/development-status\n    :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github\n    :target: https://github.com/OCA/pos/tree/12.0/pos_multiple_control\n    :alt: OCA/pos\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/pos-12-0/pos-12-0-pos_multiple_control\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n    :target: https://runbot.odoo-community.org/runbot/184/12.0\n    :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module extends the functionality of the point of sale by allowing a \nbetter control at the closing of the session.\n\n* Show differences for all statements chosen (see config part)\n\n* Allow user to control each statement. (not only the cash statement, by\n  default) and change his starting and ending balance\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/change_starting_balance.gif\n\nThe cashbox lines are recorded and can be found later.\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_set_balance.gif\n\n* Quickly solve differences (we can set an absolute limit),\n  thanks to pos_move_reason\n\nSee this gif where where we set ending balance with difference, solve it and\nclose session :\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_balance_automatic_solve.gif\n\nAs the verification is more complete, allow the user to reopen a new session, \nif the first one is in a closed state.\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/open_new_session.png\n\nExtra checks are done, to prevent user errors:\n\n* It is not possible to click on the button 'Close Session' if there are some\n  draft orders.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nConfiguration\n=============\n\nTo configure this module, you need to:\n\n**Configure the journals** you want to control in your point of sale (POS)\n\n* Go to Invoicing / Configuration / Journals / Journals\n\n* Check the box 'POS Journal Control' if you want to enable this feature for this journal\n\n* Unchecked journal will be in grey\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/account_journal_config.png\n\n* Configure a Cashbox default if you want Odoo give by default lines when changing balance\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/configure_cashbox_in_journal.gif\n\n**Configure your POS configuration** \n\n* Go to Point of Sale / Configuration / Point of Sale / <your pos> \n\n* Choose your Payments methods (1)\n\n* Check Cash Control (2)\n\n* (optional) Choose a \"pos move reason\" to ausolve difference (3) (see pos_move_reason module for more details) \n\n* (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)\n\n.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/pos_session_config.png\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <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**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* GRAP\n\nContributors\n~~~~~~~~~~~~\n\n* Sylvain LE GAL <https://twitter.com/legalsylvain>\n* Julien WESTE\n* Quentin DUPONT <https://twitter.com/pondupont>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/pos <https://github.com/OCA/pos/tree/12.0/pos_multiple_control>`_ project on GitHub.\n\nYou are welcome to contribute. 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