Pragmatic – Leading provider of open source business applications OpenERP, Ruby on Rails, Node.js, Talend, jaspersoft  – Pragmatic
Beyonce Adams

Odoo OpenERP 7 POS Credit Sales and Customer handling

Point of sale is the place where a retail transaction is completed. It is the point at which a customer makes a payment to the merchant in exchange for goods or services. At the point of sale the retailer would calculate the amount owed by the customer and provide options for the customer to make payment. The merchant will also normally issue a receipt for the transaction.

Some times the Retailer will also need options for credit sales. Hence , Pragmatic has developed the feature where credit POS transactions can be done.

The following are a few details.

1. A check box to indicate if the sale is credit. Also a field is provided to enter the name of the customer whom the products are being sold on credit.

2. Once the users checks the option , a POS invoice is created with “CreditSale” stage.

3. Accounting entries for credit sale. The amount to be posted is “zero” as the sale is credit sale.

At the time of credit sale , and also while printing receipts , there is need to enter the name of the customer. Some times the customer record is not present in the system. At such times , one would need the functionality to create customer record from POS screen itself.

A button is provided to create a new customer. 
The user needs to fill the customers name and mobile number and the click on “Create” button.

On validating the order , the customer record can be seen in the customers list .


Leave a Reply

Subscribe to Blog via Email.

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Recent Comments

Related Posts