CBMS Odoo POS: Prepaid credits
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:alt: Tested and maintained by IT Projects Labs
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POS: Prepaid credits
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The module allows to make sale on credit.
Debt (Credit) value is changed whenever:
* Product marked as "Credit Product" is sold via POS or via Invoices. Invoices created via website_sale (eCommerce) module are supported too.
* POS payment is made via journal marked as "Debt journal"
* "Manual Credit Updates" is added
Other features:
* each user has Debt Limit field. By default is 0, i.e. user has to pay in advance and cannot have negative credits amount.
* Working with employees of company. You can get a sum of Credits of all employess of any company. You can make invoices per each employee at once to updates their Credits.
Installation Deinstallation
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* Debt data are still available after the module will be re-installed.
* When new (first after install) POS session is opened, a debt payment method would added in a POS config.
* If the module was install and uninstall immediately (without created POS sessions) then it keeps no data.
* If a user deleted debt journal from POS config manually then after the module is upgraded
POS config would not be changed.
* Multicompany mode is supported
Roadmap
=======
* TODO. Field ``journal_id`` in ``pos.credit.update`` model should be replaced with ``pos_payment_method_id = fields.Many2on('pos.payment.method')``
* TODO. New option for **Zero transactions** feature: allow to create extra order line with negative amount instead of applying discounts.
* It creates extra record in accounting system (pos.order.line). It can be used as a backup for *Manual Updates*
* It works with following problem case:
In case of purchasing products with taxes not included in the price, such journals cannot be used along with normal payments
* TODO. Improvements on heavy usage (Many POSes, Many Partners)
* Num of users with cached Debt History must be limited
* Limit issue in ``reload_debts`` (check FIXME note there)
* Many POSes do the same requests on getting updates from longpolling. Solution:
* Customizable timeout in ``on_debt_updates`` method in ``pos_debt_notebook_sync`` module.
* ``reload_debts`` called with ``"postpone": false`` must ignore existing timer
Questions?
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To get an assistance on this module contact us by email :arrow_right: help@itpp.dev
Contributors
============
* `Ivan Yelizariev <https://it-projects.info/team/yelizariev>`__
* `Stanislav Krotov <https://it-projects.info/team/ufaks>`__
* `Dinar Gabbasov <https://it-projects.info/team/GabbasovDinar>`__
* `Kolushov Alexandr <https://it-projects.info/team/KolushovAlexandr>`__
Further information
===================
CBMS ODOO Apps Store: https://apps.mycbms.com/apps/modules/14.0/pos_debt_notebook/
Tested on `CBMS ODOO 14.0 <https://github.com/odoo/mycbms.commit/c28a32daa56193d97f0d91dac1fe560603b8837b>`_
Comfortable sales for your regular customers. Debt payment method for POS
Internal Reference:
pos_debt_notebook