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Point Of Sale - Change Payments

Allow cashier to change order payments, as long as the session is not closed.

Technical Name:
pos_payment_change
License:
AGPL-3
Author:
GRAP
Maintainer:
https://odoo-community.org
Website:
https://github.com/OCA/pos
Repository:
https://github.com/OCA/pos/tree/12.0/pos_payment_change
https://odoo-community.org/web/image/product.template/5412/image_1920?unique=0213a8e
  • Odoo Version

Terms and Conditions 

Point Of Sale - Change Payments

Beta License: AGPL-3 OCA/pos Translate me on Weblate Try me on Runboat

This module extends the functionnality of the Odoo Point of Sale to allow the cashier to change the payments of a PoS order.

This feature is usefull when the user realized that he did a mistake, just after he marked the order as paid, or during the close of the session, Only if entries has not been generated.

Table of contents

Configuration

  • Go to Point of Sale > Configuration > Point of Sale
  • Edit your point of sale, and select a value for the field 'Payment Change Policy'.

Two options are available:

  • 'Refund and Resale': Odoo will refund the current Pos Order to cancel it, and create a new PoS Order with the correct payment lines
  • 'Update Payments': Odoo will change payment lines.
https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_config_form.png

Note In some countries the 'Update Payments' Option is not allowed by law, because orders history shouldn't not be altered.

For that purpose, a constrains is present to check the value of this field. If the module l10n_fr_certification is installed and if the current company has an inalterable accounting, it will not be possible to select the value 'Update Payments'.

Usage

  • Go to a PoS Order
  • Click on the button 'Change Payments'
https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_order_form.png
  • In the pop up wizard, select the real payment(s) that have been used to pay the order
https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_payment_change_wizard_form.png
  • Then click on the button 'Change Payments'

Note

If the option 'Refund and Resale' is selected, changing the payments will display the three PoS orders. the oringal one, the refund one, and the new one.

https://raw.githubusercontent.com/OCA/pos/12.0/pos_payment_change/static/description/pos_order_tree.png

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • GRAP

Contributors

Other credits

The development of this module has been financially supported by:

  • GRAP, Groupement Régional Alimentaire de proximité (www.grap.coop)
  • Vracoop (www.vracoop.fr)

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

legalsylvain

This module is part of the OCA/pos project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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