475 lines
15 KiB
HTML
475 lines
15 KiB
HTML
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</head>
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<body>
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<div class="document" id="point-of-sale-require-customer">
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<h1 class="title">Point of Sale Require Customer</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/pos/tree/14.0/pos_customer_required"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/pos-14-0/pos-14-0-pos_customer_required"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/184/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module was written to extend the functionality of odoo pos
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and allows you to require a customer for each pos order. In the
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pos session configuration, you can choose to require the customer for pos
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orders.</p>
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<p>If a customer is not selected, the pos ui will display an error message.
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In the backend the customer field is required when needed.</p>
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<p>Two new options are available:</p>
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<ul class="simple">
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<li>Customer ‘Required before starting the order’;</li>
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<li>Customer ‘Required before paying’;</li>
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</ul>
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<div class="section" id="required-before-starting-the-order-option">
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<h1>‘Required before starting the order’ Option</h1>
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<p>In the frontend PoS, the default screen is the screen to select customers.</p>
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<ul class="simple">
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<li>Users are not allowed to start selling before having selected a customer;</li>
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<li>Users can not ‘deselect a customer’, only select an other one;</li>
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</ul>
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</div>
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<div class="section" id="required-before-paying-option">
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<h1>‘Required before paying’ Option</h1>
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<p>In the frontend PoS, the user can start selling, but if the user tries to
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make payment and if a customer is not selected, the pos ui will display an
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error message.</p>
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<img alt="https://raw.githubusercontent.com/pos_customer_required/static/description/frontend_pos_error_message.png" src="https://raw.githubusercontent.com/pos_customer_required/static/description/frontend_pos_error_message.png" />
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
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<p>To configure this module, you need to:</p>
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<ul class="simple">
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<li>go to point of sale -> configuration -> point of sales</li>
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<li>select the point of sales you want configure</li>
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<li><dl class="first docutils">
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<dt>search for the “Require Customer” and choose between the following values:</dt>
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<dd><ul class="first last">
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<li>‘Optional’; (this module has no effect on this PoS config)</li>
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<li>‘Required before paying’;</li>
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<li>‘Required before starting the order’;</li>
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</ul>
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</dd>
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</dl>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h2><a class="toc-backref" href="#id2">Usage</a></h2>
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<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/184/9.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
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</div>
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<div class="section" id="bug-tracker">
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<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_customer_required%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h2><a class="toc-backref" href="#id4">Credits</a></h2>
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<div class="section" id="authors">
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<h3><a class="toc-backref" href="#id5">Authors</a></h3>
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<ul class="simple">
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<li>Apertoso NV</li>
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<li>La Louve</li>
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<li>NuoBiT</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
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<ul class="simple">
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<li>Jos De Graeve <<a class="reference external" href="mailto:Jos.DeGraeve@apertoso.be">Jos.DeGraeve@apertoso.be</a>></li>
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||
<li>Sylvain LE GAL <<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>></li>
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||
<li>Pedro M. Baeza <<a class="reference external" href="mailto:pedro.baeza@gmail.com">pedro.baeza@gmail.com</a>> ( reviews & feedback )</li>
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||
<li>Druidoo <<a class="reference external" href="https://www.druidoo.io">https://www.druidoo.io</a>></li>
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||
<li>Eric Antones <<a class="reference external" href="mailto:eantones@nuobit.com">eantones@nuobit.com</a>></li>
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||
<li>Kilian Niubo <<a class="reference external" href="mailto:kniubo@nuobit.com">kniubo@nuobit.com</a>></li>
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||
</ul>
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||
</div>
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<div class="section" id="maintainers">
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<h3><a class="toc-backref" href="#id7">Maintainers</a></h3>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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||
mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/14.0/pos_customer_required">OCA/pos</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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