POS Debt & Credit notebook

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Odoo          
v 10.0 Third Party 16

280.00 €

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Technical name pos_debt_notebook
LicenseLGPL-3
Websitehttps://it-projects.info
Read description for v 11.0 v 9.0 v 8.0 v 7.0
Included Dependencies Extra grouping options

POS Debt & Credit Notebook

Comfortable sales for your regular customers

Key features:
  • Make sale on credit in a simple way
  • See all debt/credit history of customers in both POS and backend
  • Set Max Debt value to limit customer's debts
  • Sell credit products via eCommerce
  • Ability to setup and manage the user rewards (volunteer, employee rewards, etc.)
  • Ability to update credits for several users of the same company at once
  • Track all debts/credits by reports generated

You don't need to take money from a customer each time. You'll be able to offer your customer to make prepayment or pay periodically, e.g. once in a month.
It's a good solution for:
  • festivals:
    • let a customer to buy by credit from different points
    • control cash flow in a single point
  • small shops, marketplaces:
    • get payment in advance
    • ask payment periodically, e.g every month
    • make round payments and small change on customer profile

Operate by Debts/Credits in POS

Pay By Debt

The customer is able to pay some part by Cash and the rest by debt using available credit journal(s) (or pay all the order amount by debt). You may use as many credit journals as you wish.


You can easily put the customer change to his credit account if needed (e.g. if you wouldn't like to care about small change).



Purchase Credits

Customers are able to purchase credits to top up their balances


Make payment (e.g. by Cash)

The credit balance is topped up after purchase


Note that the customers are able to purchase credit products via eCommerce too


Customer Debt/Credit History

All customer debts/credits balances are shown on client list view

All the details about used debt transactions for the customer selected you can see by clicking on Show Debt History.


Pay Full Debt

The Pay Full Debt button appears when you select customer, which has unpaid debt (red amount). You can see this button in 2 places:

  • At the top of the Customer's form

  • On the payment page


Once you click Pay Full Debt button, the debt amount will be added to the payment list with negative sign. That negative amount has to be covered by normal payment (e.g. by cash). This payment should be more than total amount of current order (note that there must be at least one product in your order before payment can be validated, so in this case we recommend to use dummy zero price product). After payment validation, the customer will have zero debt value (i.e. he will have not any debt).


Operate by Debts/Credits in Backend

Manual Credit Updates

Open Point of sale → Configuration → Manual Credit Updates. Here you can manually manage with credit updates by creating new record or importing csv (xls) file. It may be used in following cases:

  • to setup initial debt / credit values
  • for periodic import from another system
  • to remove test debts



Handling several partners at once

Group of partners from the same Company can be handling together. To do that open wizard via Invoicing → Sales → Generate POS Credits Invoices and set the fields:

  • Company
  • Credit Product
  • Payment Type
In the employee list you can see Current Credits and set Credits to add

Then

  • navigate to Invoicing → Sales → Customer Invoices and select invoices for the same company.
  • click Action >> Confirm Draft Invoices
  • click Action >> Register Payment
As a result the Credits for employees are updated


Configuration

To add a credit journal go to Point of Sale → Configuration → Payment Methods and check the box Credit Journal at Point of Sale tab for the journal you create.


Credit Journal Options

  • Allow to cash out credits: it allows for customers to exchange their credits to cash via POS
  • POS product categories : Only products from these categories are allowed to be paid using this credit journal. If it's empty, all categories are allowed.
  • Max Debt: If it's set, the customers are not allowed to have debts more than the value specified
  • Autopay: A journal with this option will be automatically added to payment line if credit balance for the journal is positive. In case of several autopay journals they will be applied subsequently until full amount is paid.
  • Zero transactions: Apply 100% discount on the order when a user pay via such type of journal in POS. It could be used if you provide free meal for your internal employees for example.

Autopay

This option allows you to significantly speed up the sales process. So any transaction can be done in few seconds:

  • Scan the client barcode
  • Scan or click a product
  • The payment is automatically filled
  • Click Validate button located at the same place as button to open payment screen
  • Ready!

Activate the autopay option for a single journal at least. Then make order for a customer in POS. If the customer you selected has no enough credits on autopay journal, you will see the warning about it at the bottom left corner.

Otherwise the journal is added to payment line automatically.

Let's say we have 2 autopay journals and total balance of the journals is more than amount of order. For example, if the first journal has no enough positive balance to cover this amount, it will take only the amount equal to its balance and the remaining part will be reduced from the second autopay journal.

If the transaction is successful, you will see animated thumps up icon


Displaying Method

In addition you can choose Debt Type (displaying method) in Point of Sale → Configuration → Settings menu:

  • Display Debt - all credits are displayed with negative sign
  • Display Credit - all debts are displayed with negative sign

Display Debt

Display Credit


Reports. Age Analysis.




Tested on Odoo
10.0 community
Tested on Odoo
10.0 enterprise

Debt/Credit notebook for POS

Installation

If you have open POS session after install the module close it and open new one. After this a debt payment method will appear in the POS.

Usage

Debt Journal

  • open POS
  • add usual products
  • select Customer
  • on payment screen use "Debt Journal" to pay

Pay Full Debt button

The button appears when you select Customer which has unpaid debt (red amount). You can see this button in 2 places:

  • At the top of the Customer's form
  • On the payment page

When you click [Pay Full Debt] button, the debt amount will be added to the payment list with negative sign. That negative amount has to be covered by normal payment (e.g. by cash). After that the Customer will have zero debt value.

Credit Products

  • Instead of using Debt Journal, customer can purchase Credits via Credit Products
  • When you create Credit product, don't forget to set Credit Product field
  • Credit products can be sold via POS and via invoices (including eCommerce). The later requires another module to notify POS about eCommerce sales, otherwise POS will get updates about invoices only after POS reloading.
  • We recommend a module that force user to login before making purchase on website, e.g. website_sale_require_login
  • Note. Taxes on purchasing Credit Products are supported for purchasing via invoices (including eCommerce), but not for sales via POS. For taxed Credit Products in invoices only untaxed amount is added to credit amount.

Allow to cash out credits

  • Go to Point of sale >> Configuration >> Payment Methods
    • Open journal form
    • On Pont of Sale tab check the box Allow to cash out credits

RESULT: By using journals with this option partners will be able to exchange their credits to cash in POS

Autopay credits

Journals with turned on option Autopay will be automatically added to payment lines if credit balance for the journal is positive. If added payment lines fully cover the payment amount you will see additional buttons for payment proceeding

  • Validate button on payment screen
  • Next button on the receipt screen

In order to simplify and speed up a payment proceeding, those buttons located in the place of Payment button in pos. After a successfully proceeded autopay a thumb up is shown on the screen.

Zero transactions

  • Go to Point of sale >> Configuration >> Payment Methods
    • Open journal form
    • On Pont of Sale tab check the box Zero transactions

RESULT: Discount the order (mostly 100%) when a user pay via such type of journal in POS

Manual Credit Updates

It can be used for different purposes:

  • to setup initial debt / credit values
  • for periodic import from another system
  • to remove test debts

To use it

  • open Point of sale >> Configuration >> Manual Credit Updates
  • create record or import csv, Excel file

Zero transactions

A special type of debt journals. Applies discounts corresponding to amount of payment. It creates Manual Credit Updates instead of accounting transactions. It can be used for bonuses, volunteer rewards and other cases when you don't work with real money. Notes:

  • For such journals option Allow to cash out credits cannot be activated
  • In case of purchasing products with taxes not included in the price, such journals cannot be used along with normal payments

To use it

  • Open Point of sale >> Configuration >> Payment Methods
  • Create or select a required record
  • Turn on the Zero transactions option

Handling employees

Group of partner from the same Company can be handling together.

  • Open wizard via Invoicing >> Sales >> Generate POS Credits Invoices
    • Specify Company
    • Select Credit Product (create one if needed)
    • Select Payment Type -- way to compute Credits to Add for each employee
    • At employee list you can see Current Credits and checkedit Credits to Add
    • Click [Generate]
  • Open Invoicing >> Sales >>  Customer Invoices
  • Select Invoices for the same company
  • Click [Action] -> Confirm Draft Invoices
  • Click [Action] -> Register Payment
  • Now Credits for employees are updated

Uninstallation

Nothing special is needed to uninstall this module. Debt data are still available after you re-install the module.

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