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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 Picking Load
  6. ================
  7. This module extends the functionality of point of sale to allow you to
  8. load your pickings in the Point of Sale, in order to add / remove products
  9. and so create a PoS Order and mark it as paid.
  10. Detailled Use Case
  11. ==================
  12. This module is usefull for the following use case
  13. * You have many Sale Orders that have generated pickings. Typically if you have
  14. connected your Odoo instance to an online store like Shop Invader,
  15. Prestashop, Magento, or if you use light Odoo shop (```website_sale```
  16. module).
  17. * Once the order validated, you prepare your pickings
  18. * The customer come in your shop to recover his order
  19. * the customer add (or remove) some products
  20. * the customer pay his order, based on the real delivered products list.
  21. Configuration
  22. =============
  23. To configure this module, you need to:
  24. #. Go to Warehouse / Configuration / Types of Operation
  25. #. Select the picking type(s) you want to see in the point of sale
  26. #. Check the box 'Available in Point of Sale'
  27. .. figure:: static/description/stock_picking_type_form.png
  28. :width: 800 px
  29. Note: This box is NOT enabled by default except in demo data for the type
  30. 'Delivery Orders' of the demo company 'YourCompany'.
  31. #. Go to Point of Sale / Configuration / Point of Sales
  32. #. Select the Point(s) of Sales witch those you want to enable the feature
  33. #. Check the box 'Load Pickings'.
  34. .. figure:: static/description/pos_config_form.png
  35. :width: 800 px
  36. Note: This box is enabled by default
  37. Usage
  38. =====
  39. To use this module, you need to:
  40. * Launch the point of sale
  41. * On a new order (without lines), click on the 'Load Picking' button.
  42. .. figure:: static/description/load_picking_01.png
  43. :width: 800 px
  44. * Point of sale will load available pickings. (About displayed pickings, see
  45. 'Technical Notes' below).
  46. .. figure:: static/description/load_picking_02.png
  47. :width: 800 px
  48. * Click on a picking will display the content of the moves (as PoS Order Lines)
  49. .. figure:: static/description/load_picking_03.png
  50. :width: 800 px
  51. The price and the discount will be the sale price and the discount set in
  52. the according Sale Order Line, if it was found. Otherwise, discount will be to
  53. 0, and unit price will be the unit price of the product when it has been
  54. loaded in the Point of Sale.
  55. **Related Sale Order:**
  56. .. figure:: static/description/load_picking_04.png
  57. :width: 800 px
  58. **Related Picking:**
  59. .. figure:: static/description/load_picking_05.png
  60. :width: 800 px
  61. * Confirm the selection, by clicking on 'Select' button.
  62. * Finally, you can add / remove products or change quantity and collect the
  63. payment.
  64. When, the order is marked as paid, the original picking will be cancelled,
  65. because Point Of Sale generates a new picking related to the real delivered
  66. products and the original Sale Order will pass to the state 'Done'. (Delivery
  67. exception is ignored).
  68. (See 'Technical Notes' below).
  69. Some warning messages can appear:
  70. * if some products are not available in the Point of Sale.
  71. .. figure:: static/description/load_picking_06.png
  72. :width: 800 px
  73. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  74. :alt: Try me on Runbot
  75. :target: https://runbot.odoo-community.org/runbot/184/8.0
  76. Technical Notes
  77. ===============
  78. * By default, the following filters are applied on the pickings displayed:
  79. * 'State' should be 'Waiting Availability', 'Partially Available' or
  80. 'Ready to Transfer'.
  81. * 'Invoice Control' should be 'To be invoiced'.
  82. You can change this filter by overloading the ```_prepare_filter_for_pos```
  83. function of the model ```stock.picking```
  84. * By default, original Picking is cancelled and the Sale order is set to the
  85. state 'Done'. You can change this behaviour by overloading
  86. ```_handle_orders_with_original_picking``` function of the model
  87. ```pos.order```.
  88. Known issues / Roadmap
  89. ======================
  90. * This module will try to get original unit price from the sale order and not
  91. use the Current unit price of the product. (The price at which you pledged
  92. to sell the product).
  93. Some VAT troubles will occure if a product is set with VAT marked as
  94. 'VAT included' and if in the sale order line, there are some VAT marked as
  95. 'VAT excluded'. **The VAT settings should be consistent**.
  96. Bug Tracker
  97. ===========
  98. Bugs are tracked on `GitHub Issues
  99. <https://github.com/OCA/pos/issues>`_. In case of trouble, please
  100. check there if your issue has already been reported. If you spotted it first,
  101. help us smash it by providing detailed and welcomed feedback.
  102. Credits
  103. =======
  104. Images
  105. ------
  106. * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
  107. Contributors
  108. ------------
  109. * Sylvain Le Gal (https://twitter.com/legalsylvain)
  110. Funders
  111. -------
  112. The development of this module has been financially supported by:
  113. * GRAP, Groupement Régional Alimentaire de Proximité (http://www.grap.coop)
  114. Maintainer
  115. ----------
  116. .. image:: https://odoo-community.org/logo.png
  117. :alt: Odoo Community Association
  118. :target: https://odoo-community.org
  119. This module is maintained by the OCA.
  120. OCA, or the Odoo Community Association, is a nonprofit organization whose
  121. mission is to support the collaborative development of Odoo features and
  122. promote its widespread use.
  123. To contribute to this module, please visit https://odoo-community.org.