Internal Credit System

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Odoo          
v 10.0 Third Party 3

790.00 €

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Technical name pos_debt_notebook_sync
LicenseLGPL-3
Included Dependencies Extra grouping options
POS Longpolling
POS Debt & Credit notebook

Internal Credit System

Organize your cash-free system for set of shops with a single payment point. E.g. at festivals, amusements parks, etc.

How it works

CASH-FREE

Use Credits to simplify multiple payment operations

EASY CONTROL

Make easy a control under the customer balances

SYNCHRONIZE

Synchronize the customer credit details across multiple POSes

ANALYSIS AND REPORT

Analyze and review all customer credit transactions.

Max Debt Limit

Step 1. Use the Max Debt Limit setting to specify should customers have to pay in advance (Max Debt = 0) or they allowed to pay later (Max Debt > 0). You can also specify different settings for different customers.

POS Payment Settings

Step 2. Specify which POSes can accept real-money Payments (cash, bank cards etc) and which ones can register usage of internal-money ("Credits") only. Note, that POS may be allowed to do both.

Customer Identification

Step 3. Take care about device to create and scan customer card. It can be RFID-chip based system or simple barcode based system.

Credits via E-commerce

Step 4. (Optional) Create "Credit" products as predefined prepayment value (e.g. 20$, 100$, etc). Also, it allows customers to make advance payment via Odoo eCommerce system.

DONE! System is ready! Whenever customer purchase goods or make a deposit, all POSes receive updated customer balance instantly.

Customer Debt/Credit History

See all client debt/credit history from POS interface directly.

Reports. Age Analysis.



For further information check Documentation tab, description of Debt Notebook module or contact us as described below.

Internal Credit System

Installation

Configuration

Max Debt Limit

  • open Customer form
    • click on [Edit]
    • On Accounting tab set Max Debt value
    • click [Save]

Default Max Debt

  • go to Point of Sale >> Settings
    • set Default Max Debt value for new customers

POS Payment

  • Go to Point of Sale >> Configuration >> Point of Sale
    • open POS
    • select Available Payment Methods
      • Debt Journal if POS will operate with credits only
      • e.g. Cash or Bank if POS may receive a real money
      • set both if POS is used to operate with credits and real money

Credit Product

  • go to Point of Sale >> Products
    • click on [Create]
    • on Invoicing tab check the box Credit Product
    • click [Save]

Payment Acquirer

  • open Invoicing >> Configuration >> Payments >> Payment Acquirer
  • select Payment Acquirer you are going to use, e.g. Paypal.
    • click [Edit]
    • on Configuration tab set Order Confirmation field equal to Authorize & capture the amount, confirm the SO and auto-validate the invoice on acquirer confirmation
    • click [Save]

Usage

POS sales

  • open one POS
  • open another POS as another user
  • on the first POS:
    • select customer
    • EITHER add Credit Product to an order and register usual payment (e.g. via Cash journal)
    • OR add usual products and register Debt payment. See Debt notebook module for more information.
    • click [Validate]
  • on second POS
    • open Customer list
    • find the customer
    • customer's debt/credit is updated

eCommerce sales

  • open POS
  • purchase Credit Product via website (/shop/...)
  • debt/credit value on POS is updated

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