POS Closure Approval
by Khaled Hassan https://apps.odoo.com/apps/modules/browse?search=Khaled+hassan
Odoo
$ 105.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 339 |
| Technical Name |
pos_closure_approval |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=Khaled+hassan |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 339 |
| Technical Name |
pos_closure_approval |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=Khaled+hassan |
POS Closure (Cash Control) Approval.
This module focuses on managing cash difference approvals in POS systems. It allows users to configure and enforce approval processes for handling cash discrepancies when closing POS sessions, ensuring accurate and authorized handling of financial differences.
Features
- Approval Configuration: Set up approval levels and define roles required for each level.
- Role Assignment: Assign specific roles to users for approving POS session closures.
- Approval Workflows: Implement workflows for different approval levels, including notifications and actions based on approval status.
- Approval Tracking: Track approval requests and their statuses within the POS session.
- Session State Tracking: Track and display the state of POS sessions (e.g., pending Review).
- Notification System: Automatically send notifications and emails to relevant users when approval is required.
- Audit Trail: Maintain an audit trail of approval requests and actions taken.
- User Permissions: Define permissions for users based on their role in the approval process.
- Support Community and Enterprise Editions
Setup
Just choose Review Level (First-Level Review or Second-Level Review), Review Roles groups, and Enable Review for Cash Difference from the Pos configuration. Select one group if your review level is first level and two groups if it is second level.
To authorize the cash difference for pos users, pos admins can choose a group called Can Review POS Close Session.
The pos user can work on pos as usual; but, if there is a cash difference during his shift and he wants to close the session, a popup will inform him that permission is needed to close the session.
Pos session will shift to a new state called "Pending Close Session Review" until the cash difference closing is approved by the pos the approver.
The pos approver will receive a close session request along with the session information and the cash difference, and they will be able to approve it after reviewing it.
The state will be changed to closed and posted following approval of the closure session.
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