Internal Credit System

by ,
Odoo
v 10.0 v 11.0 v 12.0 Third Party 5 164
Download for v 12.0 Deploy on Odoo.sh
Required Apps • Point of Sale (point_of_sale)
• Inventory (stock)
• Invoicing (account)
Included Dependencies
Lines of code 4434
Technical Name pos_debt_notebook_sync
LicenseSee License tab
Websitehttps://apps.odoo.com/apps/modules/12.0/pos_debt_notebook_sync/
Also available in version v 13.0 v 10.0 v 11.0
You bought this module and need support? Click here!
Required Apps • Point of Sale (point_of_sale)
• Inventory (stock)
• Invoicing (account)
Included Dependencies
Lines of code 4434
Technical Name pos_debt_notebook_sync
LicenseSee License tab
Websitehttps://apps.odoo.com/apps/modules/12.0/pos_debt_notebook_sync/
Also available in version v 13.0 v 10.0 v 11.0

Internal Credit System

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

Version: v12.0.1.1.2


Tested and maintained by
IT Projects Labs
Assitance: help@itpp.dev

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.


Let our expertise work for you!

(Doors and windows below are clickable)

Free Modules Sync Studio REST API Webhooks POS: show product qty All modules All POS modules All Mail modules All Website modules All eCommerce modules Ivan Yelizariev Web Login Background
Free Modules Sync Studio REST API Webhooks POS: show product qty All modules All POS modules All Mail modules All Website modules All eCommerce modules Ivan Yelizariev Web Login Background
Free Modules Sync Studio REST API Webhooks POS: show product qty All modules All POS modules All Mail modules All Website modules All eCommerce modules Ivan Yelizariev Web Login Background

Internal Credit System

Installation

  • Check instruction for POS longpolling about activating longpolling
  • You probably need a module that force user to login before making purchase on website. E.g. this one: https://github.com/it-projects-llc/e-commerce/tree/10.0/website_sale_require_login

Configuration

Max Debt Limit

  • Go to Point of Sale >> Configuration >> Payment Methods
  • open journal form (e.g. Debt Journal)
    • click on [Edit]
    • On Point of Sale tab check the box Credit Journal
    • 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]
    • open Invoicing tab
    • select an available journal in Journal Credit Product field
    • 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
The MIT License (MIT)
Copyright 2020 IT-Projects Labs
Copyright 2015-2020 IT-Projects LLC
Copyright 2014-2015 Ivan Yelizariev
Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in
all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
THE SOFTWARE.

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