Point Of Sale - Customer required fields

Define customer required field used in PoS order.

Technical Name:
pos_customer_required_fields
Version:
12.0
License:
Author:
Pierre Verkest
  • Odoo Version

Terms and Conditions

Point Of Sale - Customer required fields

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

This module enforce users to properly define customer fields created from point of sale or used in pos order.

From PoS config you will be able to define required fields.

Using this module without pos_customer_required module you are still able to create PoS order without customer.

Table of contents

Configuration

To define customer required field on PoS UI:

  1. Go to any PoS configuration Point of Sale > Configuration > Point of Sale.
  2. Edit Partner required fields.

Warning

Make sure to choose only res.partner's fields present on the PoS UI.

Usage

To create or edit partner from PoS

  1. Open PoS session
  2. Click on client button
  3. required filed are highlight (in green)
https://raw.githubusercontent.com/OCA/pos/12.0/pos_customer_required_fields/static/description/pos_edit_customer.png

If you choose an existing partner with missing informations while validating the payment you will be ask to collect missing customer informations.

https://raw.githubusercontent.com/OCA/pos/12.0/pos_customer_required_fields/static/description/pos_customer_missing_fields.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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Pierre Verkest

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:

petrus-v

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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