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First we have to configure Terms & Conditions from company form.
If Terms & Conditions feature is enable, then title and contents will be visible in Website Shop and user can not proceed for payment without agree with Terms & Conditions.
Description of Terms & Conditions will be visible after agree and user can make payment for order.
We have improved our existing loyalty system and make lots of enhancement. In new system, referral customer and employee will be tracked and get benefits of sales occurred from Sales Order or POS.
Loyalty point begin when customer start purchasing above Purchase Limit and then after customer will always get point on every purchase. In configuration, there are some general configuration for getting points for each one. It is easy to define accounts for discount and cash out.
In Sales Order form, you can select Referral Customer and enter how many points to redeem. Redeem points will be automatically converted into discount amount.
Points will be added in customer after invoice will be paid. (created from sales order).
Referral customer and employee (sales person) will earn points.
You can select Referral Customer from POS and redeem points.
It will print redeem point in POS Receipt.
It will make separate journal entry for redeem points entered from POS.
We can have all points information in customer form also like below images.
Employee will get commission amount in their salary as per their sales during a month and job position in company. Multiplier value will be use for calculation of monthly commission amount. Employee contract must have Working Schedule define.
At time of creating employee payslip, employee points will be automatically selected and use in calculation.
Once employee payslip is confirmed, we will have corresponding points entry in employee form.
In this system, its possible to provide CASH amount to customer instead of discount during purchase and also generating valid accounting entries.
Cash Out will make entry same like redeem point for customer.
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We have implemented Stripe integration for Odoo V8 with Payment Acquirer module which will automatically enable during sale, invoice and website process.
After installing this module, we can see new record for payment acquirer.
During payment process from Odoo website, stripe option will automatically appear.
And it will switch another form to take card details from user.
After successful transaction with Stripe server, it will display proper message and create sales order into Odoo.
It will display transaction history into user’s stripe account also.
Many companies are providing loyalty features to their regular customers.
We have implemented the same feature in Odoo POS 7.0 which will allow us to use point system.
Lets have a look that how it is working.
From Odoo Point of Sale menu, we can see there are some menus to manage members. We can create member categories as per our company criteria.
There are three main fields as mentioned below,
– Purchase Limit (Customer must purchase upto or more than this amount then only he can get points or he can use points if he has from past purchase)
– Point to price,
– Price to point.
Once we create category, then we have to assign that category to member (customer)
Now customer will purchase something above his purchase limit.
So we can see how this will affect in points.
Below screen shows all list of points for all customers.
If any customer want to use his points, then we can do this way. Check below screen.
Same will be affected in customer history also.
Here is all points history same like all members points history.
For example, you made a sale on credit to a customer, but one week later the client’s business declared bankruptcy and became completely unable to pay off the credit account with you. This uncollectible debt would then be written-off by your company and recorded as an expense by accountants.
Here we are going to take an example of “write off” for sale in OpenERP. Create customer invoice and validate it.
It will create sales accounting entries like below.
Now we are getting some amount from customer as a part of his invoice.
Still there are some balance customer has to pay.
This is customer’s partial payment entry.
Now, customer is telling that he will not pay remaining amount for any reason. So it require to make settlement for our accounting means make write-off on customer invoice.
From journal item, we are selecting original sales and payment entries and using “Reconcile Entries” option.
Here we can check remaining balance that we are going to write-off.
Here we have very important option available. We have to select proper journal and account where entries will occur.
After reconcilation, there is no due amount to take from customer and invoice become PAID.
Sometimes it is required to print draft receipt before validating POS Order and that is what we have improved in our new development in OpenERP V7.
Here in below screen, we can see that we have selected customer, and few products.
Now once we click on payment option, we will have two more options for Draft Receipt. We can see the Draft Receipt directly on screen like this, or we can print draft receipt also.
And here is the normal receipt which we can see after validation which is same as draft receipt.
We have enhanced SMS functionality and made it easy and user friendly. We have made integration with https://control.txtlocal.co.uk/.
It includes following features :
First it requires to define user credentials.
We can define SMS sender easily which will be used during sending SMS.
We are giving facility for sending SMS from following forms.
During sending SMS, user can decide for log and template creation. And also user Template which are already stored in database.
Template will be stored into database according to login user and during sending SMS, it will display list of templates according to login user.
It is maintaining history of all information entered duriung sending SMS.
It is also displaying SMS log under Customer Histoty TAB.
