$ 116.67
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1929 |
| Technical Name |
ol_pos_so_down_payment_warehouses |
| License | LGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1929 |
| Technical Name |
ol_pos_so_down_payment_warehouses |
| License | LGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 17.0 18.0 |
Why POS Create SO with Down Payment Multi-Warehouses?
The POS Create SO with Down Payment (Multi-Warehouses) module enhances the POS system by enabling the creation of sale orders with advanced down payment options and real-time stock availability reporting. It offers a flexible approach to down payments, allowing both manual and system-generated inputs based on predefined amounts defined on product categories and calculated using a formula. (discussed later on). Users can create sales orders across different warehouses. This module supports secure and controlled down payment transactions, with features such as manager authentication for bypassing allocated amounts and OTP verification for stakeholders. This comprehensive solution simplifies the sales process, enhances payment flexibility, ensures stock integrity, and promotes secure financial operations within the POS environment.
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Key Attributesof Module Name
Sale Order Creation from POS
Stock Availability Reporting
Down Payment Amount, Percentage and Variance Threshold
Down Payment Options
Multi-Warehouse Support
Manager Override and Authentication Directly from Odoo
Stakeholder OTP Verification
Stakeholder Notification
Sale Order Creation from POS
The module enables the creation of sale orders directly from the POS system, streamlining the sales process. The sale order captures essential details, such as the customerâs information, products selected, and the order delivery date, ensuring that all sales are accurately tracked.
Stock Availability Reporting
This feature integrates real-time stock availability reporting into the sale order creation process. Before creating the sale order, the system fetches whether the requested products are available in the current companyâs inventory. Current stock levels are reported in sale order creation popup ensuring transparency.
Down Payment Amount, Percentage and Variance Threshold
The down payment in terms of amount or percentage and variance threshold is defined on product categories. The Variance Threshold is a way to allow a small variation in the down payment percentage. It helps set a range within which the down payment can vary, ensuring it's not too far off from the expected value.
Down Payment Options
The Down Payment feature supports multiple flows based on the configuration of products in the cart. If products do not have a predefined down payment amount or percentage, the down payment is manually entered when the sale order is placed. However, if any product category defines a down payment amount or percentage, a weighted calculation is used to determine the total down payment. In cases where a manager bypasses the down payment, the amount is entered within a predefined variance threshold, ensuring it remains within an acceptable range for the sale order.
Multi-Warehouse Support
The Multi-Warehouse Support feature allows businesses with multiple warehouses to create sale orders across different warehouses. This enables seamless operations when products are sourced from different warehouses. Automatically adjusts inventory records based on warehouse-specific data.
Manager Override and Authentication
To maintain flexibility in managing down payments, this feature allows authorized managers to override the system's predefined down payment amounts. If a sale requires a down payment that deviates from the predefined amount, the manager can enter a new value after completing a secure authentication process. The new amount however must be within the allowed range of deviation.
Stakeholder OTP Verification
Stakeholder Notification
This feature sends automatic notifications within Odoo to stakeholders when a down payment is made with OTP verification. This helps in keeping the management informed whenever a down payment is made outside of allowed range.
Note: More detail of features with formulas can be found in User Guide
Go to POS Settings and check Create Sale order checkbox.
GGo to POS settings and select the warehouses that you want to allow for creating Sale Orders from POS.
Select Manager for this shop. Make sure that users you have selected as managers have an employee and assign their pins, which will be used later in bypass functionality, in the down_payment_pin field.
Select Stakeholders for this shop. The Stakeholders can be selected only from among the users that are in the 'POS Stakeholder' Group.
Configure Down Payment Amount, Percentage and Variance Threshold on Product Categories.
Note: More detail can be found in User Guide
Sale Order Creation without Advance Down Payment
Open POS session, add items, select the customer and then click the create sale order button.
Select the warehouse and delivery date and uncheck the advance on sale order checkbox then click confirm.
Sale Order is created click on the link to open it.
Sale Order Creation with Manual Down Payment
Open POS session, add items, select the customer and then click the create sale order button.
Check the advance on sale order checkbox, select any of the three options then enter an amount and click confirm.
The Sale order is created and its down payment is added in POS.
Sale Order Creation with Predefined Down Payment
Open POS session, add items, select the customer and then click the create sale order button.
Select a Down Payment option from the available options. Validation is implemented to not allow SO creation without a down payment selection.
The Sale order is created and its down payment is added in POS.
Sale Order Creation with Predefined Down Payment and Bypass as Manager
In the create Sale Order Popup, Click Bypass as Manager.
A manager authenticates with their pin configured as shown in configuration tab.
Here enter an amount within the allowed range.
The Sale order is created, its down payment is added in POS and notifications are sent to stakeholders within Odoo.
Sale Order Creation with Predefined Down Payment, Bypass and OTP
In the manager bypass enter the down payment amount you want then click Generate OTP.
An OTP is generated and sent to stakeholders via email.
On Clicking Verify OTP, again a confirmation is made for creating the down payment with the given input.
Once OTP has been verified the Sale order is created and down payment is made in POS.
The OTP is also saved on the Sale order for future identification.
Note: More detail can be found in User Guide
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User Guide
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Support Ticket
To get assistance, please visit www.odolution.com to create a support ticket. Simply register on our platform and provide the details of the issue, and our team will work to resolve it promptly.
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