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README.rst

Point Of Sale - Multiple Cash Control

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

This module extends the functionality of the point of sale by allowing a better control at the closing of the session.

  • Show differences for all statements chosen (see config part)
  • Allow user to control each statement. (not only the cash statement, by default) and change his starting and ending balance
https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/change_starting_balance.gif

The cashbox lines are recorded and can be found later.

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_set_balance.gif
  • Quickly solve differences (we can set an absolute limit), thanks to pos_move_reason

See this gif where where we set ending balance with difference, solve it and close session :

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_balance_automatic_solve.gif

As the verification is more complete, allow the user to reopen a new session, if the first one is in a closed state.

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/open_new_session.png

Extra checks are done, to prevent user errors:

  • It is not possible to click on the button 'Close Session' if there are some draft orders.

Table of contents

Configuration

To configure this module, you need to:

Configure the journals you want to control in your point of sale (POS)

  • Go to Invoicing / Configuration / Journals / Journals
  • Check the box 'POS Journal Control' if you want to enable this feature for this journal
  • Unchecked journal will be in grey
https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/account_journal_config.png
  • Configure a Cashbox default if you want Odoo give by default lines when changing balance
https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/configure_cashbox_in_journal.gif

Configure your POS configuration

  • Go to Point of Sale / Configuration / Point of Sale / <your pos>
  • Choose your Payments methods (1)
  • Check Cash Control (2)
  • (optional) Choose a "pos move reason" to ausolve difference (3) (see pos_move_reason module for more details)
  • (optional) Choose a limit to allow or not the user to autosolve control difference in pos - Set 0 if you don't want any limit. (4)
https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/pos_session_config.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

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.

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.