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| 1 | +=============================== |
| 2 | +Point Of Sale - Change Payments |
| 3 | +=============================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:6881f0be1df613c788f593eed6eefeb05567b3991680bf98bcd8497749e53a1a |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/pos/tree/18.0/pos_payment_change |
| 21 | + :alt: OCA/pos |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/pos-18-0/pos-18-0-pos_payment_change |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/pos&target_branch=18.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module extends the functionnality of the Odoo Point of Sale to |
| 32 | +allow the cashier to change the payments of a PoS order. |
| 33 | + |
| 34 | +This feature is usefull when the user realized that he did a mistake, |
| 35 | +just after he marked the order as paid, or during the close of the |
| 36 | +session, Only if entries has not been generated. |
| 37 | + |
| 38 | +**Table of contents** |
| 39 | + |
| 40 | +.. contents:: |
| 41 | + :local: |
| 42 | + |
| 43 | +Configuration |
| 44 | +============= |
| 45 | + |
| 46 | +- Go to Point of Sale. |
| 47 | +- Choose the view list. |
| 48 | +- Edit your point of sale, and select a value for the field 'Payment |
| 49 | + Change Policy'. |
| 50 | + |
| 51 | +Two options are available: |
| 52 | + |
| 53 | +- 'Refund and Resale': Odoo will refund the current Pos Order to cancel |
| 54 | + it, and create a new PoS Order with the correct payment lines |
| 55 | +- 'Update Payments': Odoo will change payment lines. |
| 56 | + |
| 57 | +|image1| |
| 58 | + |
| 59 | +**Note** In some countries the 'Update Payments' Option is not allowed |
| 60 | +by law, because orders history shouldn't not be altered. |
| 61 | + |
| 62 | +For that purpose, a constrains is present to check the value of this |
| 63 | +field. If the module ``l10n_fr_certification`` is installed and if the |
| 64 | +current company has an inalterable accounting, it will not be possible |
| 65 | +to select the value 'Update Payments'. |
| 66 | + |
| 67 | +.. |image1| image:: https://raw.githubusercontent.com/OCA/pos/18.0/pos_payment_change/static/description/pos_config_form.png |
| 68 | + |
| 69 | +Usage |
| 70 | +===== |
| 71 | + |
| 72 | +- Go to a PoS Order |
| 73 | +- Click on the button 'Change Payments' |
| 74 | + |
| 75 | +|image1| |
| 76 | + |
| 77 | +- In the pop up wizard, select the real payment(s) that have been used |
| 78 | + to pay the order |
| 79 | + |
| 80 | +|image2| |
| 81 | + |
| 82 | +- Then click on the button 'Change Payments' |
| 83 | + |
| 84 | +**Note** |
| 85 | + |
| 86 | +If the option 'Refund and Resale' is selected, changing the payments |
| 87 | +will display the three PoS orders. the oringal one, the refund one, and |
| 88 | +the new one. |
| 89 | + |
| 90 | +|image3| |
| 91 | + |
| 92 | +.. |image1| image:: https://raw.githubusercontent.com/OCA/pos/18.0/pos_payment_change/static/description/pos_order_form.png |
| 93 | +.. |image2| image:: https://raw.githubusercontent.com/OCA/pos/18.0/pos_payment_change/static/description/pos_payment_change_wizard_form.png |
| 94 | +.. |image3| image:: https://raw.githubusercontent.com/OCA/pos/18.0/pos_payment_change/static/description/pos_order_tree.png |
| 95 | + |
| 96 | +Bug Tracker |
| 97 | +=========== |
| 98 | + |
| 99 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_. |
| 100 | +In case of trouble, please check there if your issue has already been reported. |
| 101 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 102 | +`feedback <https://github.com/OCA/pos/issues/new?body=module:%20pos_payment_change%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 103 | + |
| 104 | +Do not contact contributors directly about support or help with technical issues. |
| 105 | + |
| 106 | +Credits |
| 107 | +======= |
| 108 | + |
| 109 | +Authors |
| 110 | +------- |
| 111 | + |
| 112 | +* GRAP |
| 113 | + |
| 114 | +Contributors |
| 115 | +------------ |
| 116 | + |
| 117 | +- Sylvain LE GAL <https://twitter.com/legalsylvain> |
| 118 | +- Julien WESTE |
| 119 | + |
| 120 | +- Manuel Regidor < [email protected]> |
| 121 | + |
| 122 | +Other credits |
| 123 | +------------- |
| 124 | + |
| 125 | +The development of this module has been financially supported by: |
| 126 | + |
| 127 | +- GRAP, Groupement Régional Alimentaire de proximité |
| 128 | + (`www.grap.coop <http://www.grap.coop>`__) |
| 129 | +- Vracoop (`www.vracoop.fr <http://www.vracoop.fr>`__) |
| 130 | + |
| 131 | +Maintainers |
| 132 | +----------- |
| 133 | + |
| 134 | +This module is maintained by the OCA. |
| 135 | + |
| 136 | +.. image:: https://odoo-community.org/logo.png |
| 137 | + :alt: Odoo Community Association |
| 138 | + :target: https://odoo-community.org |
| 139 | + |
| 140 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 141 | +mission is to support the collaborative development of Odoo features and |
| 142 | +promote its widespread use. |
| 143 | + |
| 144 | +.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px |
| 145 | + :target: https://github.com/legalsylvain |
| 146 | + :alt: legalsylvain |
| 147 | + |
| 148 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 149 | + |
| 150 | +|maintainer-legalsylvain| |
| 151 | + |
| 152 | +This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/18.0/pos_payment_change>`_ project on GitHub. |
| 153 | + |
| 154 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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