You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.

159 lines
5.7 KiB

  1. =======================
  2. PoS Order To Sale Order
  3. =======================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Production/Stable
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github
  15. :target: https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order
  16. :alt: OCA/pos
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/pos-8-0/pos-8-0-pos_order_to_sale_order
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/184/8.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module extends the functionality of point of sale to allow sale orders
  25. creation from the Point of Sale.
  26. In the POS UI, buttons has been added to create a sale order and discard
  27. the current POS order.
  28. This module is usefull in many cases, for exemple :
  29. * take orders with a very simple interface
  30. * if you have some customers that come every day in your shop, but want to
  31. have a unique invoice at the end of the month. With that module, you can
  32. create a sale order and deliver products every time to keep your stock value
  33. correct, and to create a unique invoice, when you want.
  34. Three options are available:
  35. * **Create a draft Order**
  36. A new sale order in a draft mode will be created that can be changed later.
  37. .. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_1.png
  38. :width: 800 px
  39. * **Create a Confirmed Order**
  40. A new sale order will be created and confirmed.
  41. .. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_2.png
  42. :width: 800 px
  43. * **Create Delivered Picking** (by default)
  44. A new sale order will be created and confirmed. the associated picking
  45. will be marked as delivered.
  46. .. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_3.png
  47. :width: 800 px
  48. **Technical Notes**
  49. * Some hooks are defined in the JS file, to define custom behaviour after
  50. having created the sale order (and the stock picking).
  51. * Some prepare functions are available in the sale.order model, to overload
  52. the creation of the sale order.
  53. * You could be interested by another module, pos_sale_order, that completely
  54. alter Point of Sale module, avoiding creating Pos Orders, and creating
  55. allways Sale Orders.
  56. This module is a WIP state, and is available here:
  57. https://github.com/OCA/pos/pull/35
  58. **Table of contents**
  59. .. contents::
  60. :local:
  61. Configuration
  62. =============
  63. To configure this module, you need to:
  64. * Go to Point Of Sale / Configuration / Point of Sale
  65. * Check the box 'Create Sale Orders'
  66. * Select the desired default behaviour
  67. .. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_config_form.png
  68. :width: 800 px
  69. Known issues / Roadmap
  70. ======================
  71. * Because of the poor design of the Odoo Point of Sale, some basic features
  72. are not available by default, like pricelist, fiscal position, etc ...
  73. For that reason, unit price will be recomputed by default, when creating the
  74. sale order, and the unit price of the current bill will not be used.
  75. Note that this problem is fixed if ``pos_pricelist`` is installed.
  76. (same repository) In that cases, the pricelist, the unit prices and the taxes
  77. will be the same in the order, as in the displayed bill.
  78. .. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_confirm.png
  79. :width: 800 px
  80. Bug Tracker
  81. ===========
  82. Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_.
  83. In case of trouble, please check there if your issue has already been reported.
  84. If you spotted it first, help us smashing it by providing a detailed and welcomed
  85. `feedback <https://github.com/OCA/pos/issues/new?body=module:%20pos_order_to_sale_order%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  86. Do not contact contributors directly about support or help with technical issues.
  87. Credits
  88. =======
  89. Authors
  90. ~~~~~~~
  91. * GRAP
  92. Contributors
  93. ~~~~~~~~~~~~
  94. * Sylvain LE GAL (https://www.twitter.com/legalsylvain)
  95. Maintainers
  96. ~~~~~~~~~~~
  97. This module is maintained by the OCA.
  98. .. image:: https://odoo-community.org/logo.png
  99. :alt: Odoo Community Association
  100. :target: https://odoo-community.org
  101. OCA, or the Odoo Community Association, is a nonprofit organization whose
  102. mission is to support the collaborative development of Odoo features and
  103. promote its widespread use.
  104. .. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px
  105. :target: https://github.com/legalsylvain
  106. :alt: legalsylvain
  107. Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
  108. |maintainer-legalsylvain|
  109. This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order>`_ project on GitHub.
  110. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.