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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  3. :alt: License: AGPL-3
  4. =======================
  5. POS Order To Sale Order
  6. =======================
  7. This module extends the functionality of point of sale to allow sale orders
  8. creation from the Point of Sale.
  9. In the POS UI, buttons has been added to create a sale order and discard
  10. the current POS order.
  11. This module is usefull in many cases, for exemple :
  12. * take orders with a very simple interface
  13. * if you have some customers that come every day in your shop, but want to
  14. have a unique invoice at the end of the month. With that module, you can
  15. create a sale order and deliver products every time to keep your stock value
  16. correct, and to create a unique invoice, when you want.
  17. Three options are available:
  18. #. '**Create a draft Order**'
  19. A new sale order in a draft mode will be created that can be changed later.
  20. .. figure:: static/description/pos_create_picking_option_1.png
  21. :width: 800 px
  22. #. '**Create a Confirmed Order**'
  23. A new sale order will be created and confirmed.
  24. .. figure:: static/description/pos_create_picking_option_2.png
  25. :width: 800 px
  26. #. '**Create Delivered Picking**' (by default)
  27. A new sale order will be created and confirmed. the associated picking
  28. will be marked as delivered.
  29. .. figure:: static/description/pos_create_picking_option_3.png
  30. :width: 800 px
  31. Configuration
  32. =============
  33. To configure this module, you need to:
  34. #. Go to Point Of Sale / Configuration / Point of Sale
  35. #. Check the box 'Create Sale Orders'
  36. #. Select the desired default behaviour
  37. .. figure:: static/description/pos_config_form.png
  38. :width: 800 px
  39. Usage
  40. =====
  41. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  42. :alt: Try me on Runbot
  43. :target: https://runbot.odoo-community.org/runbot/184/8.0
  44. Technical Notes
  45. ===============
  46. * Some hooks are defined in the JS file, to define custom behaviour after
  47. having created the sale order (and the stock picking).
  48. * Some prepare functions are available in the sale.order model, to overload
  49. the creation of the sale order.
  50. * You could be interested by another module, pos_sale_order, that completely
  51. alter Point of Sale module, avoiding creating Pos Orders, and creating
  52. allways Sale Orders.
  53. This module is a WIP state, and is available here:
  54. https://github.com/OCA/pos/pull/35
  55. Known issues / Roadmap
  56. ======================
  57. * Because of the poor design of the Odoo Point of Sale, some basic features
  58. are not available by default, like pricelist, fiscal position, etc ...
  59. For that reason, unit price will be recomputed by default, when creating the
  60. sale order, and the unit price of the current bill will not be used.
  61. Note that this problem is fixed if ``pos_pricelist`` is installed.
  62. (same repository) In that cases, the pricelist, the unit prices and the taxes
  63. will be the same in the order, as in the displayed bill.
  64. .. figure:: static/description/pos_create_picking_confirm.png
  65. :width: 800 px
  66. Bug Tracker
  67. ===========
  68. Bugs are tracked on `GitHub Issues
  69. <https://github.com/OCA/pos/issues>`_. In case of trouble, please
  70. check there if your issue has already been reported. If you spotted it first,
  71. help us smash it by providing detailed and welcomed feedback.
  72. Credits
  73. =======
  74. Contributors
  75. ------------
  76. * Sylvain Le Gal (https://twitter.com/legalsylvain)
  77. Funders
  78. -------
  79. The development of this module has been financially supported by:
  80. * GRAP, Groupement Régional Alimentaire de Proximité (http://www.grap.coop)
  81. Maintainer
  82. ----------
  83. .. image:: https://odoo-community.org/logo.png
  84. :alt: Odoo Community Association
  85. :target: https://odoo-community.org
  86. This module is maintained by the OCA.
  87. OCA, or the Odoo Community Association, is a nonprofit organization whose
  88. mission is to support the collaborative development of Odoo features and
  89. promote its widespread use.
  90. To contribute to this module, please visit https://odoo-community.org.