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pos_order_to_sale_order/README.rst
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@ -6,3 +6,134 @@ PoS Order To Sale Order
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |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_order_to_sale_order
: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_order_to_sale_order
: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 functionality of point of sale to allow sale orders
creation from the Point of Sale.
In the POS UI, button has been added to create a sale order and discard
the current POS order.
This module is usefull in many cases, for exemple :
* take orders with a very simple interface
* if you have some customers that come every day in your shop, but want to
have a unique invoice at the end of the month. With that module, you can
create a sale order and deliver products every time to keep your stock value
correct, and to create a unique invoice, when you want.
**Technical Notes**
* Some hooks are defined in the JS file, to define custom behaviour after
having created the sale order.
* Some prepare functions are available in the ``sale.order`` model and
``sale.order.line`` models to overload the creation of the sale order.
**Table of contents**
.. contents::
:local:
Configuration
=============
* Go to Point Of Sale / Configuration / Point of Sale
* Check the box 'Create Sale Orders'
* Select the desired default behaviour
.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_config_form.png
:width: 800 px
Usage
=====
* Open your Point of sale
* create a new order and select products
* select a customer
* then, click on the "Create Sale Order" button
.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_frontend_order.png
:width: 800 px
Three options are available:
* **Create a draft Order**
A new sale order in a draft mode will be created that can be changed later.
* **Create a Confirmed Order**
A new sale order will be created and confirmed.
* **Create Delivered Picking** (by default)
A new sale order will be created and confirmed. the associated picking
will be marked as delivered.
.. figure:: https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_frontend_buttons.png
:width: 800 px
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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 <https://github.com/OCA/pos/issues/new?body=module:%20pos_order_to_sale_order%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* GRAP
Contributors
~~~~~~~~~~~~
* Sylvain LE GAL (https://www.twitter.com/legalsylvain)
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 <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-legalsylvain|
This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/12.0/pos_order_to_sale_order>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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@ -3,7 +3,7 @@
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<title>PoS Order To Sale Order</title> <title>PoS Order To Sale Order</title>
<style type="text/css"> <style type="text/css">
@ -367,10 +367,10 @@ ul.auto-toc {
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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>
<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/12.0/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-12-0/pos-12-0-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/184/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of point of sale to allow sale orders <p>This module extends the functionality of point of sale to allow sale orders
creation from the Point of Sale.</p> creation from the Point of Sale.</p>
<p>In the POS UI, buttons has been added to create a sale order and discard
<p>In the POS UI, button has been added to create a sale order and discard
the current POS order.</p> the current POS order.</p>
<p>This module is usefull in many cases, for exemple :</p> <p>This module is usefull in many cases, for exemple :</p>
<ul class="simple"> <ul class="simple">
@ -380,46 +380,18 @@ have a unique invoice at the end of the month. With that module, you can
create a sale order and deliver products every time to keep your stock value create a sale order and deliver products every time to keep your stock value
correct, and to create a unique invoice, when you want.</li> correct, and to create a unique invoice, when you want.</li>
</ul> </ul>
<p>Three options are available:</p>
<ul class="simple">
<li><strong>Create a draft Order</strong>
A new sale order in a draft mode will be created that can be changed later.</li>
</ul>
<div class="figure">
<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;" />
</div>
<ul class="simple">
<li><strong>Create a Confirmed Order</strong>
A new sale order will be created and confirmed.</li>
</ul>
<div class="figure">
<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;" />
</div>
<ul class="simple">
<li><strong>Create Delivered Picking</strong> (by default)
A new sale order will be created and confirmed. the associated picking
will be marked as delivered.</li>
</ul>
<div class="figure">
<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;" />
</div>
<p><strong>Technical Notes</strong></p> <p><strong>Technical Notes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Some hooks are defined in the JS file, to define custom behaviour after <li>Some hooks are defined in the JS file, to define custom behaviour after
having created the sale order (and the stock picking).</li>
<li>Some prepare functions are available in the sale.order model, to overload
the creation of the sale order.</li>
<li>You could be interested by another module, pos_sale_order, that completely
alter Point of Sale module, avoiding creating Pos Orders, and creating
allways Sale Orders.
This module is a WIP state, and is available here:
<a class="reference external" href="https://github.com/OCA/pos/pull/35">https://github.com/OCA/pos/pull/35</a></li>
having created the sale order.</li>
<li>Some prepare functions are available in the <tt class="docutils literal">sale.order</tt> model and
<tt class="docutils literal">sale.order.line</tt> models to overload the creation of the sale order.</li>
</ul> </ul>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
@ -431,29 +403,38 @@ This module is a WIP state, and is available here:
</div> </div>
<div class="section" id="configuration"> <div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1> <h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<p>To configure this module, you need to:</p>
<ul class="simple"> <ul class="simple">
<li>Go to Point Of Sale / Configuration / Point of Sale</li> <li>Go to Point Of Sale / Configuration / Point of Sale</li>
<li>Check the box ‘Create Sale Orders’</li> <li>Check the box ‘Create Sale Orders’</li>
<li>Select the desired default behaviour</li> <li>Select the desired default behaviour</li>
</ul> </ul>
<div class="figure"> <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;" />
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_config_form.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_config_form.png" style="width: 800px;" />
</div> </div>
</div> </div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h1>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<ul class="simple">
<li>Open your Point of sale</li>
<li>create a new order and select products</li>
<li>select a customer</li>
<li>then, click on the “Create Sale Order” button</li>
</ul>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_frontend_order.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_frontend_order.png" style="width: 800px;" />
</div>
<p>Three options are available:</p>
<ul class="simple"> <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>
<li><strong>Create a draft Order</strong>
A new sale order in a draft mode will be created that can be changed later.</li>
<li><strong>Create a Confirmed Order</strong>
A new sale order will be created and confirmed.</li>
<li><strong>Create Delivered Picking</strong> (by default)
A new sale order will be created and confirmed. the associated picking
will be marked as delivered.</li>
</ul> </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>
<div class="figure"> <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;" />
<img alt="https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_frontend_buttons.png" src="https://raw.githubusercontent.com/OCA/pos/12.0/pos_order_to_sale_order/static/description/pos_frontend_buttons.png" style="width: 800px;" />
</div> </div>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
@ -461,7 +442,7 @@ will be the same in the order, as in the displayed bill.</p>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>. <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. 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 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>
<a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_order_to_sale_order%0Aversion:%2012.0%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> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
@ -487,7 +468,7 @@ mission is to support the collaborative development of Odoo features and
promote its widespread use.</p> promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</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><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>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/12.0/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> <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> </div>

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