Point of Sale Credit Limit/Credit Limit on POS

by
Odoo

19.50

v 15.0 Third Party 8
Live Preview
Required Apps Point of Sale (point_of_sale)
Inventory (stock)
Invoicing (account)
Lines of code 319
Technical Name bi_credit_limit_on_pos
LicenseOPL-1
Websitehttps://www.browseinfo.in
Also available in version v 14.0 v 13.0
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Required Apps Point of Sale (point_of_sale)
Inventory (stock)
Invoicing (account)
Lines of code 319
Technical Name bi_credit_limit_on_pos
LicenseOPL-1
Websitehttps://www.browseinfo.in
Also available in version v 14.0 v 13.0

POS - Point of Sale Credit Limit Odoo Apps

Allow Customer Credit Limit on POS Odoo Apps

POS - Point of Sale Credit Limit Odoo App helps users to apply customer base credit limit on pos order, and able to use assigned credit amount as payment on pos using credit journal. In order to create a credit journal, users can tick the "Is Credit Journal" checkbox on journal view. Users can tick on allow credit checkbox for particular customer and also set amount to raise warning and block credit order. Display warning message. If order amount is exceeding warning limit than also you can validate order and if order amount is exceeding blocking limit than you cannot validate order. Users can see a warning message when a customer is not set , not sufficient credit for payment as well as when payment amount is exceeded.

Features

Allow Credit for the Customer

User can check or uncheck credit for particular customer.

Set Amount to Raise Warning and Block Credit Order

User can set amount to raise warning message and block credit order.

Display Warning Message if Credit is Exceeding the Limit

You can see warning message display ,If order amount is exceeding warning limit amount but you can validate order.

Display Blocking Message if Credit Limit Exceeding

You can see blocking message display ,If order amount is exceeding blocking limit amount and you can't validate order.

Display Credit Limit for the Customers in POS

User can see credit limit for the customers in POS.

Raise Warning/Validation Message

User can see raise warning message, if Unknown Customer, Not Sufficient Credit and Payment Amount Exceeded.

Create Credit Journal

You can create a new credit journal using 'Is Credit Journal' checkbox.

Add Credit Payment Method in POS Configuration

Under POS configuration you can add credit payment method under 'Payments' section.

Allow Credit for the Customer

You can check or uncheck 'Allow Credit' checkbox for particular customer under invoicing tab and also set amount to raise warning and set amount to block credit order.

Display Credit Limit for the Customers in POS

You can see customers credit and credit limit on customer selection section in POS.

Added Products into Cart and Make Payment in POS

After selection of customer you can added product into cart and make payment in POS.

Validate Credit Payment

Display Warning Message if Credit is Exceeding the Limit

You can see warning message displayed for selected customer's order, if order amount is exceeding warning amount, After clicking on 'Ok' button order is validate.

Display Credit Amount in POS Receipt

You can see credit amount is displayed in POS receipt.

Display Credit Payments in Backend POS Order

Display Credit Limit for the Customers in POS

You can see customers credit limit and updated credit on customer selection section in POS.

Added Products into Cart and Make Payment in POS

After selection of customer you can added product into cart and make payment in POS.

Validate Credit Payment

Display Blocking Message if Credit Limit Exceeding

You can see blocking message displayed for selected customer's order, if order amount is exceeding blocking amount and you can't validate order.

You can see warning message is displayed for selected customer's order, because order amount is also exceeding warning amount.

Click on 'OK' button to select another payment method also.

Select Another Payment Method Also and Validate Payment

If credit is higher than blocking amount, warning was displayed and you must select another payment method also.

Display Credit Amount in POS Receipt

You can see credit amount is also displayed in POS receipt.

Display Credit Payments in Backend POS Order

Display Warning to Unknown Customer

Warning message is displayed to select the customer, if you tries to choose the credit payment method without selection of customer.

Display Warning to Not Sufficient Credit

Warning message is displayed to not sufficient credit, if you tries to choose the customer which has not sufficient credit to pay.

Display Warning to Payment Amount Exceeded

Warning message is displayed to payment amount exceeded, if you tries to pay more than total amount.

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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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A question before you buy
by
Juan Ayala
on 8/25/22, 2:10 PM

Good afternoon.

I saw the video demonstration of your module, and before I buy I have a question:

Is your module compatible with invoicing?

I mean, what happens if in the POS we select the Invoice button, to send the POS Order to Invoice, what happens with the credit type payment, does the invoice remain with balance pending payment?

Thank you, I look forward to hearing from you.

Atte. Juan Ayala
Re: A question before you buy
by
BrowseInfo
on 8/26/22, 3:08 AM Author

Hello Sir,


No currently we are not handling invoice part but we have this app,

https://apps.odoo.com/apps/modules/15.0/pos_partial_payment/

In this we manage invoicing part also sir.


Regards