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pos_order_to_sale_order/README.rst

@ -6,3 +6,134 @@ PoS Order To Sale Order
!! This file is generated by oca-gen-addon-readme !!
!! 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
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.. |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
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:alt: Translate me on Weblate
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|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.

79
pos_order_to_sale_order/static/description/index.html

@ -3,7 +3,7 @@
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<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>
<style type="text/css">
@ -367,10 +367,10 @@ ul.auto-toc {
!! This file is generated by oca-gen-addon-readme !!
!! 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
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>
<p>This module is usefull in many cases, for exemple :</p>
<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
correct, and to create a unique invoice, when you want.</li>
</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>
<ul class="simple">
<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>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<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="#credits" id="id4">Credits</a><ul>
<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 class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<p>To configure this module, you need to:</p>
<ul class="simple">
<li>Go to Point Of Sale / Configuration / Point of Sale</li>
<li>Check the box ‘Create Sale Orders’</li>
<li>Select the desired default behaviour</li>
</ul>
<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 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">
<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>
<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">
<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 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>.
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>
<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>
</div>
<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>
<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>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>
</div>
</div>

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