OCA-git-bot
6 years ago
committed by
Sylvain LE GAL
2 changed files with 650 additions and 16 deletions
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**This file is going to be generated by oca-gen-addon-readme.** |
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======================= |
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PoS Order To Sale Order |
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======================= |
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*Manual changes will be overwritten.* |
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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Please provide content in the ``readme`` directory: |
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png |
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:target: https://odoo-community.org/page/development-status |
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:alt: Production/Stable |
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github |
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:target: https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order |
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:alt: OCA/pos |
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
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:target: https://translation.odoo-community.org/projects/pos-8-0/pos-8-0-pos_order_to_sale_order |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/184/8.0 |
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:alt: Try me on Runbot |
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* **DESCRIPTION.rst** (required) |
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* INSTALL.rst (optional) |
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* CONFIGURE.rst (optional) |
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* **USAGE.rst** (optional, highly recommended) |
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* DEVELOP.rst (optional) |
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* ROADMAP.rst (optional) |
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* HISTORY.rst (optional, recommended) |
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* **CONTRIBUTORS.rst** (optional, highly recommended) |
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* CREDITS.rst (optional) |
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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|
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Content of this README will also be drawn from the addon manifest, |
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from keys such as name, authors, maintainers, development_status, |
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and license. |
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This module extends the functionality of point of sale to allow sale orders |
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creation from the Point of Sale. |
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A good, one sentence summary in the manifest is also highly recommended. |
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In the POS UI, buttons has been added to create a sale order and discard |
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the current POS order. |
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This module is usefull in many cases, for exemple : |
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* take orders with a very simple interface |
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* if you have some customers that come every day in your shop, but want to |
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have a unique invoice at the end of the month. With that module, you can |
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create a sale order and deliver products every time to keep your stock value |
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correct, and to create a unique invoice, when you want. |
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Three options are available: |
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* **Create a draft Order** |
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A new sale order in a draft mode will be created that can be changed later. |
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.. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_1.png |
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:width: 800 px |
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* **Create a Confirmed Order** |
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A new sale order will be created and confirmed. |
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.. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_2.png |
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:width: 800 px |
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* **Create Delivered Picking** (by default) |
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A new sale order will be created and confirmed. the associated picking |
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will be marked as delivered. |
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.. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_3.png |
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:width: 800 px |
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**Technical Notes** |
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* Some hooks are defined in the JS file, to define custom behaviour after |
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having created the sale order (and the stock picking). |
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* Some prepare functions are available in the sale.order model, to overload |
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the creation of the sale order. |
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* You could be interested by another module, pos_sale_order, that completely |
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alter Point of Sale module, avoiding creating Pos Orders, and creating |
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allways Sale Orders. |
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This module is a WIP state, and is available here: |
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https://github.com/OCA/pos/pull/35 |
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**Table of contents** |
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.. contents:: |
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:local: |
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Configuration |
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============= |
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To configure this module, you need to: |
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* Go to Point Of Sale / Configuration / Point of Sale |
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* Check the box 'Create Sale Orders' |
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* Select the desired default behaviour |
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.. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_config_form.png |
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:width: 800 px |
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Known issues / Roadmap |
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====================== |
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* Because of the poor design of the Odoo Point of Sale, some basic features |
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are not available by default, like pricelist, fiscal position, etc ... |
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For that reason, unit price will be recomputed by default, when creating the |
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sale order, and the unit price of the current bill will not be used. |
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Note that this problem is fixed if ``pos_pricelist`` is installed. |
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(same repository) In that cases, the pricelist, the unit prices and the taxes |
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will be the same in the order, as in the displayed bill. |
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.. figure:: https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_confirm.png |
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:width: 800 px |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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`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**>`_. |
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Do not contact contributors directly about support or help with technical issues. |
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Credits |
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======= |
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Authors |
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~~~~~~~ |
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* GRAP |
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Contributors |
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~~~~~~~~~~~~ |
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* Sylvain LE GAL (https://www.twitter.com/legalsylvain) |
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Maintainers |
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~~~~~~~~~~~ |
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This module is maintained by the OCA. |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px |
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:target: https://github.com/legalsylvain |
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:alt: legalsylvain |
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
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|maintainer-legalsylvain| |
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This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order>`_ project on GitHub. |
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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<h1 class="title">PoS Order To Sale Order</h1> |
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/pos-8-0/pos-8-0-pos_order_to_sale_order"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/184/8.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
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<p>This module extends the functionality of point of sale to allow sale orders |
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creation from the Point of Sale.</p> |
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<p>In the POS UI, buttons has been added to create a sale order and discard |
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the current POS order.</p> |
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<p>This module is usefull in many cases, for exemple :</p> |
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<ul class="simple"> |
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<li>take orders with a very simple interface</li> |
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<li>if you have some customers that come every day in your shop, but want to |
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have a unique invoice at the end of the month. With that module, you can |
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create a sale order and deliver products every time to keep your stock value |
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correct, and to create a unique invoice, when you want.</li> |
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</ul> |
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<p>Three options are available:</p> |
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<ul class="simple"> |
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<li><strong>Create a draft Order</strong> |
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A new sale order in a draft mode will be created that can be changed later.</li> |
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</ul> |
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<div class="figure"> |
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<img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_1.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_1.png" style="width: 800px;" /> |
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</div> |
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<ul class="simple"> |
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<li><strong>Create a Confirmed Order</strong> |
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A new sale order will be created and confirmed.</li> |
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</ul> |
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<div class="figure"> |
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<img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_2.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_2.png" style="width: 800px;" /> |
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</div> |
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<ul class="simple"> |
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<li><strong>Create Delivered Picking</strong> (by default) |
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A new sale order will be created and confirmed. the associated picking |
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will be marked as delivered.</li> |
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</ul> |
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<div class="figure"> |
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<img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_3.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_option_3.png" style="width: 800px;" /> |
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</div> |
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<p><strong>Technical Notes</strong></p> |
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<ul class="simple"> |
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<li>Some hooks are defined in the JS file, to define custom behaviour after |
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having created the sale order (and the stock picking).</li> |
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<li>Some prepare functions are available in the sale.order model, to overload |
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the creation of the sale order.</li> |
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<li>You could be interested by another module, pos_sale_order, that completely |
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alter Point of Sale module, avoiding creating Pos Orders, and creating |
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allways Sale Orders. |
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This module is a WIP state, and is available here: |
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<a class="reference external" href="https://github.com/OCA/pos/pull/35">https://github.com/OCA/pos/pull/35</a></li> |
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</ul> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
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<li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="configuration"> |
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1> |
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<p>To configure this module, you need to:</p> |
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<ul class="simple"> |
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<li>Go to Point Of Sale / Configuration / Point of Sale</li> |
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<li>Check the box ‘Create Sale Orders’</li> |
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<li>Select the desired default behaviour</li> |
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</ul> |
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<div class="figure"> |
|||
<img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_config_form.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_config_form.png" style="width: 800px;" /> |
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</div> |
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</div> |
|||
<div class="section" id="known-issues-roadmap"> |
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<h1><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h1> |
|||
<ul class="simple"> |
|||
<li>Because of the poor design of the Odoo Point of Sale, some basic features |
|||
are not available by default, like pricelist, fiscal position, etc … |
|||
For that reason, unit price will be recomputed by default, when creating the |
|||
sale order, and the unit price of the current bill will not be used.</li> |
|||
</ul> |
|||
<p>Note that this problem is fixed if <tt class="docutils literal">pos_pricelist</tt> is installed. |
|||
(same repository) In that cases, the pricelist, the unit prices and the taxes |
|||
will be the same in the order, as in the displayed bill.</p> |
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<div class="figure"> |
|||
<img alt="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_confirm.png" src="https://raw.githubusercontent.com/OCA/pos/8.0/pos_order_to_sale_order/static/description/pos_create_picking_confirm.png" style="width: 800px;" /> |
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</div> |
|||
</div> |
|||
<div class="section" id="bug-tracker"> |
|||
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1> |
|||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>. |
|||
In case of trouble, please check there if your issue has already been reported. |
|||
If you spotted it first, help us smashing it by providing a detailed and welcomed |
|||
<a class="reference external" href="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**">feedback</a>.</p> |
|||
<p>Do not contact contributors directly about support or help with technical issues.</p> |
|||
</div> |
|||
<div class="section" id="credits"> |
|||
<h1><a class="toc-backref" href="#id4">Credits</a></h1> |
|||
<div class="section" id="authors"> |
|||
<h2><a class="toc-backref" href="#id5">Authors</a></h2> |
|||
<ul class="simple"> |
|||
<li>GRAP</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="contributors"> |
|||
<h2><a class="toc-backref" href="#id6">Contributors</a></h2> |
|||
<ul class="simple"> |
|||
<li>Sylvain LE GAL (<a class="reference external" href="https://www.twitter.com/legalsylvain">https://www.twitter.com/legalsylvain</a>)</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="maintainers"> |
|||
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2> |
|||
<p>This module is maintained by the OCA.</p> |
|||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
|||
<p>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.</p> |
|||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> |
|||
<p><a class="reference external" href="https://github.com/legalsylvain"><img alt="legalsylvain" src="https://github.com/legalsylvain.png?size=40px" /></a></p> |
|||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/8.0/pos_order_to_sale_order">OCA/pos</a> project on GitHub.</p> |
|||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
|||
</div> |
|||
</div> |
|||
</div> |
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</body> |
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