Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Purchase (purchase)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 1357 |
Technical Name |
pos_workflow_mac5 |
License | OPL-1 |
Website | https://apps.odoo.com/apps/modules/browse?author=MAC5 |
Versions | 10.0 11.0 12.0 13.0 14.0 15.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Purchase (purchase)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 1357 |
Technical Name |
pos_workflow_mac5 |
License | OPL-1 |
Website | https://apps.odoo.com/apps/modules/browse?author=MAC5 |
Versions | 10.0 11.0 12.0 13.0 14.0 15.0 |
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
This module is compatible with Odoo 13.0 Community and Enterprise Edition
Support
Email: mac5_odoo@outlook.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must 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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