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README.rst

PoS Order - Change Policy

Beta License: AGPL-3 OCA/pos Translate me on Weblate Try me on Runboat

This module improves the 'Change' feature in Odoo Point of Sale, when a customer pays more that the amount of the PoS Order:

https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/cash_1_payment_screen.png

By default, a "Change" line is added on the receipt:

https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/cash_2_bill.png

from an accounting point of view, it adds a second payment line in 'Cash' method with a negative amount corresponding to the surplus:

https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/cash_3_back_office.png

In some countries and for some payment methods, this is not the right way to proceed.

This module adds extra "Change Policy" option to manage differently the giving of change.

Table of contents

Configuration

Exceptional Profit Product

  • Create a dedicated 'No change' Product. The type of the product should be 'Service' and the product should available in PoS. Generally, no VAT is applied on such product.
  • Go to the payment method form.
  • set 'Change Option' as 'Exceptional Profit Product'
  • set the new product in the 'Change Product field'
https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/payment_screen_profit_policy.png

Usage

Exceptional Profit Product

A dedicated warning will be displayed:

https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/profit_policy_1_payment_screen.png

By default, a new sale order line is added on the receipt:

https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/profit_policy_2_bill.png

So, from an accounting point of view, it adds a new line that will impact a profit and loss account:

https://raw.githubusercontent.com/OCA/pos/16.0/pos_payment_method_change_policy/static/description/profit_policy_3_back_office.png

Known issues / Roadmap

  • Implement the ability to print a voucher.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • GRAP

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

legalsylvain

This module is part of the OCA/pos project on GitHub.

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