162.98

v 13.0 Third Party 2
Required Apps Invoicing (account)
Sales (sale_management)
Lines of code 802
Technical Name sh_sales_person_wallet
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 15.0 v 16.0 v 14.0
You bought this module and need support? Click here!
Required Apps Invoicing (account)
Sales (sale_management)
Lines of code 802
Technical Name sh_sales_person_wallet
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 15.0 v 16.0 v 14.0
logo
Enterprise Community Odoo.sh

Sales Person Wallet

This module allows to create a wallet for the salesperson in sales/quotation. The salesperson has to do advance payment to add money in the wallet and this wallet can be used by the customer for future purchase. It generates journal entries for that. You can make multiple payments from the wallet.

Related Modules


Expense Wallet Related

Features


  • You can create a wallet for your salesperson.
  • The salesperson can add money in the wallet at any time.
  • Transaction history maintained in the journal entries.
  • You can make multiple payments from wallet in single click.
  • Easy to maintain customer payments.
  • This module saves your important time.

Enable "Advance Payment (Sale)" and "Sale Wallet" groups.


Go to the invoice => settings and select bank in wallet journal.


Now go to the sales => orders, then click "Wallet" in order to create the wallet.


Select salesperson and then click the "Add Payment" button.


After that one wizard opens, choose date & amount and press the "Add Payment" button.


The wallet is created.


Now we create a sale order and press "Register Payment".


After that this wizard opens, you have to choose payment and wallet details.


It shows an alert if your payment amount is 0(Zero).


It shows an alert if your payment amount is more than the wallet amount.


It shows an alert if your payment amount is more than your total payment amount.


So you have to choose proper payment and wallet details to register payment. Done payment is shown in the "Register Payment Information" tab.


After payment is done, pending payment is 0(Zero) for that customer.


Journal entries are created for every transfer.




You can make multiple payments from the wallet from "Action".


After that this wizard opens, you have to choose payment and wallet details to register payment.

Version 13.0.1 | Released on : 30 April 2021

  • Initial Release.
  • Yes, we provide free support for 90 days.

You May Also Like


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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.