| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Sales (sale_management) |
| Lines of code | 3987 |
| Technical Name |
techmatic_layby_management |
| License | LGPL-3 |
| Website | https://www.techmatic.local |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Sales (sale_management) |
| Lines of code | 3987 |
| Technical Name |
techmatic_layby_management |
| License | LGPL-3 |
| Website | https://www.techmatic.local |
Community
Enterprise
Odoo SH
Techmatic Lay-By Management
Let your customers reserve products today and pay over time — directly from the Point of Sale. Configurable installment plans, automatic receipts with the remaining balance highlighted, deferred stock deduction until the final payment, a payment QR code on every receipt, and a full back-office dashboard for tracking pending balances, overdue installments, profit and per-customer activity. Built for Odoo 19 Community & Enterprise.
Compatible with Odoo 19 (Community + Enterprise)
Seamless support for both Community and Enterprise editions of Odoo 19.
Screenshots
Native POS Lay-By Tile
A dedicated "Lay-By" payment method sits beside Cash, Card and Customer Account on the POS payment screen. Cashiers initiate a lay-by with one tap — no jumping into the back office, no separate workflow. The tile auto-opens the customer selector first when no customer is set on the order, so every lay-by is always tied to a real partner record. Standard POS sales remain unaffected; existing flows for full-payment orders work exactly as before.
Capture Deposit with Live Remaining Balance
Once the Lay-By method is tapped, the cashier enters whatever deposit the customer is paying today. POS displays the order total, the captured deposit on the Lay-By line, and a live "Remaining" amount in red — what becomes the lay-by IOU. Partial payment is fully accepted: the order validates cleanly with the deposit captured, and the rest is tracked as a lay-by balance against the customer.
Single-Screen Installment Plan Editor
After the deposit, a custom popup lets the cashier configure the installment plan in one screen: number of installments, days between them, and first due date. The schedule table updates live as inputs change — so the cashier sees every due date and amount before confirming. No back-and-forth, no second-guessing; one screen, full visibility, then a single "Confirm Schedule" click commits everything.
Lay-By Dashboard
A purpose-built dashboard under Point of Sale → Lay-By aggregates Remaining Amount by status (Completed, Draft, Partially Paid) on a bar chart. Switch between Graph, Pivot, Kanban and List views with one click. Measures include Total Amount, Paid Amount and Remaining Amount — letting managers cut the data by salesperson, customer or date range with the standard Odoo filter chips.
Lay-By Orders — Kanban View
Every lay-by is visualised as a Kanban card grouped by status (Completed, Draft, Partially Paid). Each card shows reference, customer, total amount, paid amount, remaining amount and a progress bar of payment completion. Operations teams can drag cards between stages, drill into any order with one click, and search by customer or LBY reference from the top filter bar.
Lay-By Order Form — Plan & Smart Buttons
The lay-by order form combines everything in one place: customer details, an editable Plan (Deposit Amount, Number of Installments, Interval in days, First Installment Due), product lines with taxes, and a chatter that captures every state change. Header workflow buttons cover Register Payment, Manual Settle, Reschedule, Cancel, and Recompute Schedule. Smart buttons across the top surface Paid Installments, Payments, Invoices and Deliveries — each one click away from drilling down.
Installments Schedule with One-Click Pay
Every installment shows due date, amount, paid amount, residual and state (Open, Overdue, Paid). The per-row "Pay" button opens the payment wizard pre-filled with the next-due amount and journal — so when a customer walks in with cash, the cashier closes that installment in seconds. Overdue installments stand out in red and feed the Overdue report automatically.
Payment History — Full Audit Trail
A consolidated Payment History view lists every payment ever taken — date, customer, lay-by order, reference, installment number, amount and journal. Each row has a per-row "Receipt" button that re-prints the standalone Payment Receipt PDF on demand, so reissuing a customer's proof of payment is a single click. Filter by customer, date or lay-by reference; export to spreadsheet for finance reconciliation.
Total Pending Amount — Detailed Report
The detailed pending report ships every column operations teams ask for: Date, Lay-By #, Client, Telephone, Last Payment, Total Cost, Total Sales, Paid Balance, Outstanding, Expired flag and Status badge. Rows are colour-coded by state (red for overdue, green for completed, muted for cancelled). Every money column shows a sum at the bottom, so collections targets and exposure are visible at a glance.
Overdue Installments
A filtered view showing only overdue installments — lay-by order, customer, due date, amount, paid, residual and state. A daily cron job promotes Open installments to Overdue automatically as their due date passes, sends email reminders to customers, and updates the parent lay-by's status to Overdue. Collections teams can work this list top-to-bottom without missing anything.
Lay-Bys by Customer — Pivot Analysis
Pivot every lay-by by customer × status, with Total Amount, Paid Amount and Remaining Amount as measures. See at a glance which customers have the largest outstanding balance, who has the most completed lay-bys, and who's drifting into overdue territory. Drill into any cell to land on the underlying lay-by orders. The same data is exportable to Excel for offline analysis.
Lay-By Stock Status — Committed vs Remaining
A dedicated stock report shows every product with Total Stock (on-hand), Remaining Stock (what's still sellable to walk-ins) and the count of active lay-bys committing units. Rows go red when the warehouse is over-committed — i.e. you've promised more than you have on hand. Visible from both Point of Sale → Lay-By → Analysis and Inventory → Reporting, so warehouse and front-office stay in sync.
Overall Summary Report — Managerial P&L
A wizard-based summary report aggregates Lay-By performance across a chosen date range. The output PDF shows Lay-By Sales, Payments, Outstanding Balance, Cost of Laybyes, Outstanding Costs, Sales Inclusive, VAT, Sales Exclusive and Profit — exactly the structure managers expect for a periodic review. Filter by date range and by status (all in range, active only, completed only), then print straight from the wizard.
Releases
Version 19.0.1.0.0
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Released on: 21/05/2026
Odoo 19 Techmatic Lay-By Management — POS Lay-By tile, single-screen installment plan editor, deferred stock deduction, automatic final tax invoice, payment receipt with remaining-balance callout, payment portal with Pay-Now QR, full reporting suite (Detailed Pending, Customer Pivot, Stock Status, Overall Summary).
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Contact Us
+91
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info@techmaticsys.com
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