POS Workflows

by
Odoo 2
v 11.0 Third Party 14

149.99 €

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Technical name pos_workflow_mac5
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=MAC5
Read description for v 12.0 v 10.0 v 9.0
Required Apps Purchase Management (purchase)
Inventory Management (stock)
Invoicing (account)
Point of Sale (point_of_sale)
Sales (sale)
Sales Management (sale_management)
Invoicing Management (account_invoicing)
Included Dependencies
Technical name pos_workflow_mac5
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=MAC5
Read description for v 12.0 v 10.0 v 9.0
Required Apps Purchase Management (purchase)
Inventory Management (stock)
Invoicing (account)
Point of Sale (point_of_sale)
Sales (sale)
Sales Management (sale_management)
Invoicing Management (account_invoicing)
Included Dependencies

POS Workflows

Way to change the workflow for point of sale

Features:

  • Create Sales Quotation
  • Create Sales Order
  • Create Sales Order, Waiting Delivery & Posted Invoice
  • Create Sales Order, Done Delivery & Posted Invoice
  • Create Purchase Quotation
  • Create Purchase Order
  • Create Purchase Order, Waiting Reception & Posted Invoice
  • Create Purchase Order, Done Reception & Posted Invoice
  • Create Customer Invoice (directly)
  • Create Validated Customer Invoice
  • Create Vendor Bill
  • Create Validated Vendor Bill

Configuration

Easy setup of workflow for each point of sales

POS workflow configuration is as easy as ABC. Configuration can be found in Point of Sale > Configuration > Point of Sale.

POS workflow configurations are Create POS Order, Create Sales Quotation, Create Sales Order, Create Purchase Quotation, Create Purchase Order, Create Customer Invoice and Create Vendor Bill. Create POS Order is the default workflow for Odoo POS.

Create Sale Quotation Workflow

Create Sales Quotation workflow has the same POS data with Create POS Order workflow. It uses product sale price and customer data. Products and customer are mandatory before creating a sales quotation.

When Create Sales Quotation button is clicked, it will show new popup window to enter Customer Reference and Sales Notes (or remarks, or terms and conditions).

On this window, you can choose between Create & Print or Create Only. Create Only will create new sales quotation and a new window will open for the created sales quotation (just allow the popup on browser). If you go back to POS interface, new order will be shown. Create & Print is the same with Create Only for creation of sales quotation but the order in POS will redirect to print receipt

Screenshots below are the created Sales Quotation. All data including customer, products, quantities, prices, discounts, taxes, customer reference and sales notes are available in the created Sales Quatation. Status will be set to draft upon creation.

This is the sample receipt printout. All data from Sales Quotation are also in receipt.

Create Sale Order Workflow

Create Sales Order workflow is exactly the same with Create Sales Quotation workflow.

The only difference is the created Sales Order will be in Sales Order status or the sales quotation has been confirmed already.

Create Purchase Quotation Workflow

Create Purchase Quotation workflow has a different POS data. It uses product cost price and vendor data. Products and vendor are mandatory before creating a purchase quotation.

When Vendor button is clicked, you can select a vendor from the vendor list (and not customer list).

You can also create new vendors here, search for specific vendor and change or deselect the selected vendor.

When Create Purchase Quotation button is clicked, it will show new popup window to enter Vendor Reference and Purchase Notes (or remarks, or terms and conditions).

Create & Print and Create Only buttons have the same logic as the buttons of Create Sales Quotation window.

This is a sample of Purchase Quotation. All data including vendor, products, quantities, prices, discounts (only if purchase_discount module of OCA is installed), taxes, vendor reference and purchase notes are available in the created Purchase Quatation. Status will be set to draft/RFQ upon creation.

This is the sample receipt printout. All data from Purchase Quotation are also in receipt.

Create Purchase Order Workflow

Create Purchase Order workflow is exactly the same with Create Purchase Quotation workflow.

The only difference is the created Purchase Order will be in Purchase Order status or the purchase quotation has been confirmed already.

Create Customer Invoice Workflow

Create Customer Invoice workflow has the same POS data with Create POS Order workflow. It uses product sale price and customer data. Products and customer are mandatory before creating a customer invoice.

When Create Customer Invoice button is clicked, it will show new popup window to enter Invoice Date, Partner Reference and Terms & Conditions. Invoice Date has defaulted to today.

This is a sample of the created Customer Invoice. All data including customer, products, quantities, prices, discounts, taxes, invoice date, partner reference and terms & conditions are available in the created Customer Invoice. Status will be set to draft upon creation.

This is the sample receipt printout. All data from Customer Invoice are also in receipt.

Create Vendor Bill Workflow

Create Vendor Bill workflow has the same POS data with Create Purchase Quotation/Order workflow. It uses product cost price and vendor data. Products and vendor are mandatory before creating a vendor bill.

When Create Vendor Bill button is clicked, it will show new popup window to enter Invoice Date, Partner Reference and Terms & Conditions. Invoice Date has defaulted to today.

This is a sample of the created Vendor Bill. All data including vendor, products, quantities, prices, discounts, taxes, invoice date, partner reference and terms & conditions are available in the created Vendor Bill. Status will be set to draft upon creation.

This is the sample receipt printout. All data from Vendor Bill are also in receipt.

Versions

Version 1.9.2:

  • [FIXED] Compatibility with POS Restaurant

Version 1.9.1:

  • [FIXED] Purchased UoM for Purchase and Vendor Bill workflows

Version 1.9:

  • [FEATURE] Compatibility with POS Create/Update Sales Quotation

Version 1.8.2:

  • [FIXED] Multiple creation of workflow processes

Version 1.8.1:

  • [FIXED] Use POS configuration invoice journal to create an invoice

Version 1.8:

  • [FEATURE] New workflow Create Purchase Order, Waiting Reception & Posted Invoice
  • [FEATURE] New workflow Create Sales Order, Waiting Delivery & Posted Invoice

Version 1.7:

  • [FEATURE] Compatibility with POS Product Taxes

Version 1.6:

  • [FEATURE] Compatibility with POS Sales Import

Version 1.5:

  • [FEATURE] Compatibility with POS Return Workflows

Version 1.4:

  • [FEATURE] Compatibility with POS Accounting Payments

Version 1.3:

  • [FEATURE] New workflow Create Purchase Order, Done Reception & Posted Invoice

Version 1.2:

  • [FEATURE] New workflow Create Sales Order, Done Delivery & Posted Invoice
  • [FEATURE] New workflow Create Validated Customer Invoice
  • [FEATURE] New workflow Create Validated Vendor Bill

Version 1.1:

  • [FEATURE] New workflow Create Customer Invoice
  • [FEATURE] New workflow Create Vendor Bill

Compatibility

Support

Email: macvillamar@live.com

Keywords: Odoo POS Sales Quotation, Odoo POS Sales Order, Odoo POS Sale Quotation, Odoo POS Sale Order, Odoo POS Create Sales Quotation, Odoo POS Create Sales Order, Odoo Create POS Sale Quotation, Odoo POS Create Sale Order, Odoo POS Purchase Quotation, Odoo POS Purchase Order, Odoo POS Create Purchase Quotation, Odoo POS Create Purchase Order, Odoo POS Invoice, Odoo POS Customer Invoice, Odoo POS Create Customer Invoice, Odoo POS Vendor Bill, Odoo POS Create Vendor Bill, Odoo POS Supplier Invoice, Odoo POS Create Supplier Invoice
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Odoo
Different workflows
by on

Hi, the problem i see in description of module is that we can not get different workflows in same time in a session of pos, i mean without changing the config each time. In our use case, the cashier must have the choice between normal pos order wth payment or create sale order. I think that this can not be performed with this module. Thanks


Odoo
@RAMAZAN BAYIR
by on

Thank you for buying the module. Just to be fair, if you read the documentation / configuration, you need to choose which workflow you want to use.


Odoo
Can not all feature at the same time
by on

The feature described above can not use at the same time. You can select only one of the option at POS setting. This is not fair at all.


Odoo
@ Gabriel Bravo
by on

Hi Gabriel Bravo, Kindly contact me through my email, macvillamar@live.com. This is a change request and we need to discuss this. Thanks! Regards, MAC5


Odoo
question
by on

i want to make order quotations and order sales in the same pos machine but the workflow is defined at session start. how can i solve that? I don't want to lose time closing, reconfiguring an reopening sessions every time.


Odoo
Brilliant job. Great module
by on

If you tired of odoo backend and wish to use all major features (create sale/purchase quotation, create an invoice, create delivery order, validation of delivery order, validation of quotation, validation of invoice) in POS front end with only a click then this module is a great choice for you. Simply scan your products in the cart, select customer and click on create sale order/invoice/delivery button and wow, a pop up will ask you for a custom note and reference no, and then you have two choices, create, create and print. I love this print feature, you can print a pos slip for your sale order too. One more thing, when you click on create button, the created order will open in next tab for further processing too, it is also an amazing feature. In Odoo 11 this module support customer pricelists too, for Odoo 10 you can use the pos_pricing module from Odoo apps to enable customer pricelist support. The module is tightly integrated with Odoo and I did not find any conflict with any other module, well coded, well done. I appreciate the effort of the author for this amazing module. He provides great support, you will receive most of the email responses in real time.