Point of Sale
Commerce et restauration
À quoi elle sert
Model a shop till: configuration, cash-controlled sessions, orders with lines and payment lines per method. It records what happened at the till; it is not a payment terminal integration, and card numbers must never be stored.
Ce que fait et ne fait pas le paquet
Shop tills: a point-of-sale configuration, cash-controlled sessions that are opened and closed, orders with lines, and payment lines per method. A refund and the closing of a session need a human approval from a manager; agents may only propose them. Totals, change and cash differences are entered, not computed. Card numbers must never be stored; keep only the payment provider's reference. Needs the Products package.
Modèles
pos_config
A point of sale (a till or a shop) and its rules
Groupe de lecture: pos.user. Groupe d'écriture: pos.manager.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
name | text | none | non | pos.user | en clair | Name of the till or shop, for example Main street shop |
currency | text | none | non | pos.user | en clair | ISO 4217 currency code, for example EUR |
receipt_header | longtext | none | non | pos.user | en clair | Text printed at the top of receipts |
cash_control | bool | none | non | pos.user | en clair | Whether sessions must count the cash in the drawer when they open and close |
default_opening_cash | money | none | non | pos.user | en clair | Cash normally left in the drawer overnight (minor currency units) |
allow_refunds | bool | none | non | pos.user | en clair | Whether cashiers may propose refunds at this point of sale |
active | bool | none | non | pos.user | en clair | Whether the point of sale is in use |
pos_session
One shift of selling at a point of sale, from opening to closing the cash drawer
Groupe de lecture: pos.user. Groupe d'écriture: pos.user.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
config_id | ref → pos_config | none | non | pos.user | en clair | The point of sale the session belongs to |
cashier | text | internal | oui | pos.user | masqué | Name of the cashier who opened the session |
opened_on | date | none | non | pos.user | en clair | Day the session was opened (YYYY-MM-DD) |
closed_on | date | none | non | pos.user | en clair | Day the session was closed (YYYY-MM-DD) |
opening_cash | money | financial | non | pos.user | non communiqué | Cash counted in the drawer at opening (minor currency units) |
expected_cash | money | financial | non | pos.user | non communiqué | Cash the drawer should hold at closing: opening cash plus cash payments (entered, not computed) |
closing_cash | money | financial | non | pos.user | non communiqué | Cash actually counted in the drawer at closing |
cash_difference | money | financial | non | pos.user | non communiqué | Closing cash minus expected cash; negative means money is missing |
note | longtext | none | non | pos.user | en clair | Explanation for any cash difference |
state | select (open, closed) | none | non | pos.user | en clair | Session status: open, closed |
pos_order
A sale rung up at a point of sale
Groupe de lecture: pos.user. Groupe d'écriture: pos.user.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
session_id | ref → pos_session | none | non | pos.user | en clair | The session the sale was made in |
receipt_number | text | none | non | pos.user | en clair | Number printed on the receipt. Free text: packages cannot generate sequences |
ordered_on | date | none | non | pos.user | en clair | Day of the sale (YYYY-MM-DD) |
customer_id | ref → party | none | non | pos.user | en clair | The customer, when one was identified |
tax_total | money | none | non | pos.user | en clair | Tax included in the total (minor currency units) |
total | money | none | non | pos.user | en clair | Total paid by the customer including tax (minor currency units, entered not computed) |
note | longtext | none | non | pos.user | en clair | Remark about the sale |
state | select (draft, paid, refunded, cancelled) | none | non | pos.user | en clair | Sale status: draft, paid, refunded, cancelled |
pos_order_line
One product line of a sale
Groupe de lecture: pos.user. Groupe d'écriture: pos.user.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
order_id | ref → pos_order | none | non | pos.user | en clair | The sale the line belongs to |
product_id | ref → product | none | non | pos.user | en clair | The product sold |
description | text | none | non | pos.user | en clair | Text shown on the receipt |
quantity | number | none | non | pos.user | en clair | Units sold |
unit_price | money | none | non | pos.user | en clair | Price per unit including tax (minor currency units) |
discount_bp | number | none | non | pos.user | en clair | Discount in basis points: 1000 means 10.00 percent |
subtotal | money | none | non | pos.user | en clair | Line total after discount (minor currency units, entered not computed) |
pos_payment
A payment received against a sale; a sale may be paid with several methods
Groupe de lecture: pos.user. Groupe d'écriture: pos.user.
| Champ | Type | Classe de données | Données personnelles | Groupe | Vu par les agents | Description |
|---|---|---|---|---|---|---|
order_id | ref → pos_order | none | non | pos.user | en clair | The sale the payment is for |
method | select (cash, card, bank_transfer, voucher, other) | none | non | pos.user | en clair | How the customer paid: cash, card, bank_transfer, voucher, other |
amount | money | financial | non | pos.user | non communiqué | Amount paid with this method (minor currency units) |
paid_on | date | none | non | pos.user | en clair | Day of the payment (YYYY-MM-DD) |
provider_reference | text | financial | oui | pos.user | non communiqué | Reference from the card terminal or payment provider; never a card number |
Flux de travail
pos_session
| Action | Transition | Qui peut l'exécuter | Approbation |
|---|---|---|---|
pos_session.close | state: open → closed | pos.manager | oui |
pos_order
| Action | Transition | Qui peut l'exécuter | Approbation |
|---|---|---|---|
pos_order.pay | state: draft → paid | pos.user | non |
pos_order.cancel | state: draft → cancelled | pos.user | non |
pos_order.refund | state: paid → refunded | pos.manager | oui |
Groupes de permissions
Groupes utilisés par cette application :
pos.managerpos.user
Étapes d'approbation
Étapes qu'un agent ne peut que proposer :
pos_session.closepos_order.refund
Ce que les agents peuvent et ne peuvent pas faire
Un agent peut lire, rechercher, créer et modifier les enregistrements de cette application, et exécuter les actions qui ne requièrent pas d'approbation, dans les limites des groupes de permissions de son jeton.
Il ne peut que proposer ces étapes, qu'une personne doit approuver : pos_session.close, pos_order.refund, pos_config.delete, pos_session.delete, pos_order.delete, pos_order_line.delete, pos_payment.delete.
Les données personnelles sont masquées sous forme de jetons de substitution : pos_session.cashier.
Ces champs ne sont pas communiqués aux agents : pos_session.opening_cash, pos_session.expected_cash, pos_session.closing_cash, pos_session.cash_difference, pos_payment.amount, pos_payment.provider_reference.
Dépendances
baseproduct
Installation
Installez-la depuis l'application Customize (Place de marché), ou en ligne de commande :
obop modules install-from posNécessite une base de données et des droits d'administrateur.
Créer la vôtre
Le guide des modules montre comment sont écrites les applications de ce type