-
-
Notifications
You must be signed in to change notification settings - Fork 597
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
[FIX] pos_financial_risk: payment screen view is updated.
- Loading branch information
Showing
5 changed files
with
573 additions
and
5 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,122 @@ | ||
============================ | ||
Point of Sale Financial Risk | ||
============================ | ||
|
||
.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:fb8495a13cf20e3ad4d1b279ec17e2e541168b09533d33a7870480db35107179 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github | ||
:target: https://github.com/OCA/pos/tree/16.0/pos_financial_risk | ||
:alt: OCA/pos | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/pos-16-0/pos-16-0-pos_financial_risk | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/pos&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
|
||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
|
||
Extends Partner Financial Risk to manage POS orders. | ||
|
||
If POS order exceeds partner credit limit POS only non restricted payment methods will remain available. | ||
|
||
Payment method availability can be specified both system wide and for a particular POS. | ||
|
||
If no restrictions are specified for a POS global ones will be applied. | ||
|
||
**Table of contents** | ||
|
||
.. contents:: | ||
:local: | ||
|
||
Configuration | ||
============= | ||
|
||
To restrict a payment method for all POS: | ||
|
||
Go to **Post of Sale**/**Configuration**/**Payment Methods** and select a payment method. | ||
|
||
Enable **Credit Limit Restricted** to restrict usage of this payment method if credit limit threshold is overrun. | ||
|
||
|
||
|
||
To specify restriction for a selected POS: | ||
|
||
Go to **Settings**/**Point of Sale** select a POS and scroll down to the **Payment** section. | ||
|
||
Add payment methods to the **Credit Limit Restricted** field. | ||
|
||
Usage | ||
===== | ||
|
||
To use this module, you need to: | ||
|
||
Go to Customers > Financial Risk | ||
|
||
Set limits and choose options to compute in credit limit. | ||
|
||
Go to POS -> Open POS and create a new order. | ||
|
||
Bug Tracker | ||
=========== | ||
|
||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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 <https://github.com/OCA/pos/issues/new?body=module:%20pos_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
|
||
Do not contact contributors directly about support or help with technical issues. | ||
|
||
Credits | ||
======= | ||
|
||
Authors | ||
~~~~~~~ | ||
|
||
* Cetmix | ||
|
||
Contributors | ||
~~~~~~~~~~~~ | ||
|
||
* Cetmix <https://cetmix.com/> | ||
* Maksim Shurupov | ||
|
||
Maintainers | ||
~~~~~~~~~~~ | ||
|
||
This module is maintained by the OCA. | ||
|
||
.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
|
||
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. | ||
|
||
.. |maintainer-geomer198| image:: https://github.com/geomer198.png?size=40px | ||
:target: https://github.com/geomer198 | ||
:alt: geomer198 | ||
.. |maintainer-CetmixGitDrone| image:: https://github.com/CetmixGitDrone.png?size=40px | ||
:target: https://github.com/CetmixGitDrone | ||
:alt: CetmixGitDrone | ||
|
||
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: | ||
|
||
|maintainer-geomer198| |maintainer-CetmixGitDrone| | ||
|
||
This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/16.0/pos_financial_risk>`_ project on GitHub. | ||
|
||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
Oops, something went wrong.