Merge POS Orders
Key Highlights
Merge POS Orders
Merge Multiple POS Orders
Combine multiple POS orders into a single order for easier management and better organization of sales transactions.
Paid Order Validation
Only orders with a Paid status can be merged, ensuring that incomplete or unpaid orders are not included in the process.
Customer Validation
The system checks whether the selected orders belong to the same customer, helping maintain accurate customer records and transaction history.
Merge Orders from Different Customers
Users can enable the Merge Different Customer option to merge orders from multiple customers and assign them to a selected customer.
Create a New Merged Order
Create a brand-new order containing all products and details from the selected orders, providing a clean and consolidated transaction record.
Merge into an Existing Order
Add selected orders directly into an existing POS order, allowing businesses to maintain a primary order while combining related transactions.
Overview
Merge POS Orders
The Merge POS Orders module allows users to combine multiple Point of Sale (POS) orders into a single order. This feature is particularly useful when customers place multiple orders that need to be consolidated for easier management, invoicing, and payment processing. The module provides flexible options to either create a new merged order or merge orders into an existing one while handling the original orders through cancellation or deletion.
SCREENSHOTS
Configuration
Configuration for Merge POS Orders :
- Validation/Warnings: Customers from the selected POS Order should be the same otherwise you will get a warning window displayed on your screen Please select POS orders with the same customer, or enable "Merge Different Customer".
You must select at least two POS orders to merge, otherwise you will get a warning window displayed on your screen ‘You must select at least two POS Orders to merge.’
You must select Paid POS orders to merge. Otherwise, the system will display a warning message: “Only orders in the ‘Paid’ stage can be merged.”
Configurations :
To merge POS orders, select multiple orders from the Orders menu, then click on the Action menu and choose the Merge POS Orders option.
-
When you click on the 'Merge POS Orders' you will be asked to choose from four different options
before merging the orders.
- Create a new order and cancel selected orders.
- Create a new order and delete the selected orders.
- Merge order on existing selected order and cancel others.
- Merge order on existing selected order and delete others.
1. Create a new order and cancel the selected orders.
- If you select the first option, 'Create a new order and cancel the selected orders,' clicking the Merge button will create a new order while canceling the selected orders.
2. Create a new order and delete the selected orders.
- If you select the second option, 'Create a new order and delete the selected orders', clicking on the Merge button will create a new order while deleting the selected orders.
3. Merge order on existing selected order and cancel others.
- If you select the third option, 'Merge order on existing selected order and cancel others', You can select an existing order to which you want to add the other selected orders. After clicking the Merge button, the selected orders will be merged with the existing order, and the remaining selected orders will be canceled.
4. Merge order on existing selected order and delete others.
- If you select the forth option, 'Merge order on existing selected order and delete others', You can select an existing order to which you want to add the other selected orders. After clicking the Merge button, the selected orders will be merged with the existing order, and the remaining selected orders will be deleted.
Merge with Different Customer
- If you tick the "Merge with Different Customer" checkbox, a Customer field will appear. In this field, you can select the customer to whom you want to merge the selected orders.
- After clicking the Merge button, all selected orders will be merged into a new order for the chosen customer. The remaining selected orders will be automatically cancelled.
- If you tick the Merge Payment option, the payments of the selected orders will also be merged.
Our Service
For any Query
Checkout our
Apps
Check App Demo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Point of Sale (point_of_sale) • Inventory (stock) • Invoicing (account) |
| Lines of code | 198 |
| Technical Name |
bd_pos_merge_order |
| License | OPL-1 |
| Website | https://www.beyondatagroup.com/ |
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.
Please log in to comment on this module