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I’m developing a custom Odoo module and would appreciate some guidance.

Goal:

We want to implement a system where each customer can have multiple codes, and each code can also be linked to multiple customers. The workflow should be:

  1. When making a sale (in POS or Sales), the cashier selects a customer.
  2. A popup should immediately appear, allowing the cashier to choose a code from a dropdown list.
  3. The dropdown should only display the codes associated with the selected customer (not all codes in the system).
  4. The cashier should also be able to add a new code directly during the sale process if needed.
  5. The selected code will be stored on the POS Order or Sale Order.
  6. We should be able to generate an on-screen report and a clean PDF that lists all Sale Orders and POS Orders grouped by code, showing the total for each code.

Current Status:

  • In the Sales module, I have implemented the functionality so that multiple codes can be linked to each customer, and a code can be selected when creating a Sale Order. This works correctly.
  • I am now working on implementing the same in the POS module.

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