Odoo
Implementation
Cash Transfer Management For POS | POS Cash Transfer Management | POS Transfer | POS Cash Flow Management
by Creyox Technologies https://www.creyox.com
Odoo
$ 131.75
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Point of Sale (point_of_sale) • Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
cr_pos_cash_transfer |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Cash Transfer Management For POS
Overview
The Cash Transfer Management for POS module in Odoo streamlines the process of transferring cash. It enhances cash control by allowing users to track and record cash movements, ensuring transparency and accuracy in cash handling. Additionally the Cash Transfer can be done only if the user Enables the "Allow POS Session Cash Transfer" group.
Features
- Create a Cash Transfer of Last Closed POS Session.
- Generate the Payment against the Cash Transfer.
- Easy access to Transfer the Cash of Last POS Session & Generate the Payments.
- Support Community and Enterprise Editions
- Easy to use.
Cash Transfer Management For POS
- Navigate to Settings >> Users there user will find Allow POS Session Cash Transfer under the Extra Rights section.
- Navigate to Settings >> Point Of Sale under "Accounting" in Default Journals user will have Cash Transfer.
- Navigate to Point Of Sale >> Orders >> Sessions open the Last Closed Session.
- Here user will the Cash Transfer Button in header, A Smart button Cash Transfers & fields Transferred and Final Ending Balance.
- Here if user has opened the Session that is not Last Closed and clicks on Cash Transfer it will show a Message with the Last Closed Session name.
- When user click on Cash Transfer button a wizard asking for Journal, Amount & Destination Journal details will appear and Generate Cash Transfer button.
- Here the by default Journal & Destination Journal will be set as Cash and Amount with amount of Ending Balance.
- Here user can edit Amount and then click on Generate Cash Transfer button.
- Clicking on Generate Cash Transfer will a create Payment with Journal, Destination Journal & Amount details entered in wizard.
- Also it will create a Journal Entry again the Payment created.
- When user will click on Confirm button from the Payment created it will create a Reconciled Items.
- Coming back to PO Session it will increase the count in Cash Transfer smart button also the Transferred & Final Ending Balance will be updated.
Our Services
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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