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:
- When making a sale (in POS or Sales), the cashier selects a customer.
- A popup should immediately appear, allowing the cashier to choose a code from a dropdown list.
- The dropdown should only display the codes associated with the selected customer (not all codes in the system).
- The cashier should also be able to add a new code directly during the sale process if needed.
- The selected code will be stored on the POS Order or Sale Order.
- 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.