Assign POS User on Invoice

by busii

Overview

This module allocates the POS user on the invoice form view. The user assigned is the one logged into the POS session, not necessarily the Odoo user that is logged in. This provides better visibility into POS session users' sales, commissions, targets, and other metrics.

A new field, POS Salesperson, is introduced on the invoice form and list views (account.move), allowing manual assignment of a POS salesperson when creating invoices or automatic assignment based on the POS session user.

Key Features

• Adds a Many2One field, POS Salesperson, to the invoice form and list views.
• Editable for manual invoice creation, allowing selection of the POS salesperson from a dropdown.
• Automatically populated with the POS cashier (employee) when the invoice is generated from a POS order.
• Enhances visibility into POS session metrics such as user-specific sales, commissions, and targets.

Installation

1. Place the module folder (assign_pos_user_on_invoice_v17) in the Odoo addons directory.
2. Restart your Odoo server.
3. Go to the Apps menu, update the apps list, and search for Assign POS User on Invoice, then install the module.

Configuration

1. Ensure the Point of Sale, Accounting, and Employee modules are installed.
2. For manually created invoices:
   • Open an invoice form, go to the Other info tab, and use the dropdown in the POS Salesperson field to assign a POS salesperson.
3. For invoices created from POS orders:
   • The field is automatically populated with the employee assigned to the POS session.

Usage

1. Navigate to Accounting > Customers > Invoices > Other info.
2. For manually created invoices:
   • Use the POS Salesperson dropdown to select an employee.
3. For POS-generated invoices:
   • The POS Salesperson field is automatically filled with the cashier (POS session user) who processed the order.

Compatibility

• Odoo Versions: 16.0, 17.0, 18.0
• Dependencies: account, hr, point_of_sale

Contact

For support or inquiries, please visit: https://www.busii.com/

Or log a ticket: odooapps@busii.odoo.com