diff --git a/pos_payment_change/README.rst b/pos_payment_change/README.rst index 5cba6561..600e2ec7 100644 --- a/pos_payment_change/README.rst +++ b/pos_payment_change/README.rst @@ -1,8 +1,145 @@ -============================== -Point Of Sale - Change Payment -============================== +=============================== +Point Of Sale - Change Payments +=============================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png + :target: https://odoo-community.org/page/development-status + :alt: Beta +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github + :target: https://github.com/OCA/pos/tree/12.0/pos_payment_change + :alt: OCA/pos +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/pos-12-0/pos-12-0-pos_payment_change + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/184/12.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module extends the functionnality of the Odoo Point of Sale to +allow the cashier to change the payments of a PoS order. + +This feature is usefull when the user realized that he did a mistake, +just after he marked the order as paid, or during the close of the session, +Only if entries has not been generated. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +* Go to Point of Sale > Configuration > Point of Sale +* Edit your point of sale, and select a value for the field + 'Payment Change Policy'. + +Two options are available: + +* 'Refund and Resale': Odoo will refund the current + Pos Order to cancel it, and create a new PoS Order + with the correct payment lines + +* 'Update Payments': Odoo will change payment lines. + +.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_config_form.png + + +**Note** +In some countries the 'Update Payments' Option +is not allowed by law, because orders history shouldn't not be altered. + +For that purpose, a constrains is present to check the value of this +field. If the module ``l10n_fr_certification`` is installed and if the +current company has an inalterable accounting, it will not be possible +to select the value 'Update Payments'. + +Usage +===== + +* Go to a PoS Order + +* Click on the button 'Change Payments' + +.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_order_form.png + +* In the pop up wizard, select the real payment(s) that have been + used to pay the order + +.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_payment_change_wizard_form.png + +* Then click on the button 'Change Payments' + +**Note** + +If the option 'Refund and Resale' is selected, changing the payments will +display the three PoS orders. the oringal one, the refund one, and the new one. + +.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_order_tree.png + +Bug Tracker +=========== + +Bugs are tracked on `GitHub Issues `_. +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 +`feedback `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* GRAP + +Contributors +~~~~~~~~~~~~ + +* Sylvain LE GAL +* Julien WESTE + +Other credits +~~~~~~~~~~~~~ + +The development of this module has been financially supported by: + +* GRAP, Groupement Régional Alimentaire de proximité (www.grap.coop) +* Vracoop (www.vracoop.fr) + +Maintainers +~~~~~~~~~~~ + +This module is maintained by the OCA. + +.. image:: https://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: https://odoo-community.org + +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. + +.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px + :target: https://github.com/legalsylvain + :alt: legalsylvain + +Current `maintainer `__: + +|maintainer-legalsylvain| + +This module is part of the `OCA/pos `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/pos_payment_change/static/description/index.html b/pos_payment_change/static/description/index.html new file mode 100644 index 00000000..b2179e42 --- /dev/null +++ b/pos_payment_change/static/description/index.html @@ -0,0 +1,488 @@ + + + + + + +Point Of Sale - Change Payments + + + +
+

Point Of Sale - Change Payments

+ + +

Beta License: AGPL-3 OCA/pos Translate me on Weblate Try me on Runbot

+

This module extends the functionnality of the Odoo Point of Sale to +allow the cashier to change the payments of a PoS order.

+

This feature is usefull when the user realized that he did a mistake, +just after he marked the order as paid, or during the close of the session, +Only if entries has not been generated.

+

Table of contents

+ +
+

Configuration

+
    +
  • Go to Point of Sale > Configuration > Point of Sale
    • +
  • Edit your point of sale, and select a value for the field +‘Payment Change Policy’.
    • +
+

Two options are available:

+
    +
  • ‘Refund and Resale’: Odoo will refund the current +Pos Order to cancel it, and create a new PoS Order +with the correct payment lines
    • +
  • ‘Update Payments’: Odoo will change payment lines.
    • +
+
+https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_config_form.png +
+

Note +In some countries the ‘Update Payments’ Option +is not allowed by law, because orders history shouldn’t not be altered.

+

For that purpose, a constrains is present to check the value of this +field. If the module l10n_fr_certification is installed and if the +current company has an inalterable accounting, it will not be possible +to select the value ‘Update Payments’.

+
+
+

Usage

+
    +
  • Go to a PoS Order
    • +
  • Click on the button ‘Change Payments’
    • +
+
+https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_order_form.png +
+
    +
  • In the pop up wizard, select the real payment(s) that have been +used to pay the order
    • +
+
+https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_payment_change_wizard_form.png +
+
    +
  • Then click on the button ‘Change Payments’
    • +
+

Note

+

If the option ‘Refund and Resale’ is selected, changing the payments will +display the three PoS orders. the oringal one, the refund one, and the new one.

+
+https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_order_tree.png +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub Issues. +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 +feedback.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • GRAP
    • +
+
+
+

Contributors

+ +
+
+

Other credits

+

The development of this module has been financially supported by:

+
    +
  • GRAP, Groupement Régional Alimentaire de proximité (www.grap.coop)
    • +
  • Vracoop (www.vracoop.fr)
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

Current maintainer:

+

legalsylvain

+

This module is part of the OCA/pos project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ +