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[ADD] pos_payment_method_change_policy : new module to add different ways to handle Change in Point of Sale #1091

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legalsylvain
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@legalsylvain legalsylvain commented Nov 23, 2023

This module improves the 'Change' feature in Odoo Point of Sale,
when a customer pays more that the amount of the PoS Order:

cash_1_payment_screen

By default, a "Change" line is added on the receipt:

cash_2_bill

from an accounting point of view, it adds a second payment line in 'Cash' method
with a negative amount corresponding to the surplus:

cash_3_back_office

In some countries and for some payment methods, this is not the right way to proceed.

This module adds extra "Change Policy" option to manage differently the giving of change.

Configuration

Exception Profit Product

  • Create a dedicated 'No change' Product.
    The type of the product should be 'Service' and the product should available in PoS.
    Generally, no VAT is applied on such product.

  • Go to the payment method form.

  • set 'Change Option' as 'Exceptional Profit Product'

  • set the new product in the 'Change Product field'

payment_screen_profit_policy

Usage

Exception Profit Product

A dedicated warning will be displayed:

profit_policy_1_payment_screen

By default, a new sale order line is added on the receipt:

profit_policy_2_bill

So, from an accounting point of view, it adds a new line that will
impact a profit and loss account:

profit_policy_3_back_office

@legalsylvain legalsylvain force-pushed the 16.0-ADD-pos_payment_method_change_policy branch from d029c44 to 6a2f8ae Compare November 23, 2023 14:41
@legalsylvain legalsylvain marked this pull request as ready for review November 23, 2023 14:42
@legalsylvain legalsylvain force-pushed the 16.0-ADD-pos_payment_method_change_policy branch from 6a2f8ae to d7ae25c Compare November 23, 2023 14:57
…ways to handle Change in Point of Sale.

- Option 1 : Add an order line to receive exceptional income
@legalsylvain legalsylvain force-pushed the 16.0-ADD-pos_payment_method_change_policy branch from d7ae25c to 695ea64 Compare November 27, 2023 08:28
@legalsylvain legalsylvain added this to the 16.0 milestone Dec 4, 2023
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@ivantodorovich ivantodorovich left a comment

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LGTM

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There hasn't been any activity on this pull request in the past 4 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days.
If you want this PR to never become stale, please ask a PSC member to apply the "no stale" label.

@github-actions github-actions bot added the stale PR/Issue without recent activity, it'll be soon closed automatically. label May 19, 2024
@legalsylvain
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/ocabot merge nobump

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What a great day to merge this nice PR. Let's do it!
Prepared branch 16.0-ocabot-merge-pr-1091-by-legalsylvain-bump-nobump, awaiting test results.

@OCA-git-bot OCA-git-bot merged commit 5d2ab3f into OCA:16.0 May 20, 2024
4 of 7 checks passed
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Congratulations, your PR was merged at e2946d3. Thanks a lot for contributing to OCA. ❤️

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3 participants