First we have to configure Terms & Conditions from company form.
Odoo 9 website terms and conditions configuration
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.
Disable Odoo Website 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.
Loyalty Global configuration
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.
Referral Sale Order
Points will be added in customer after invoice will be paid. (created from sales order).
Customer loyalty points
Referral customer and employee (sales person) will earn points.
You can select Referral Customer from POS and redeem points.
POS Referral salePOS Payment with earned pointsPOS redeemPOS point to amount
It will print redeem point in POS Receipt.
POS receipt with point information
It will make separate journal entry for redeem points entered from POS.
POS Redeem journal
We can have all points information in customer form also like below images.
Points earned from POSOdoo customer’s redeemed point information
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.
Employee job position
At time of creating employee payslip, employee points will be automatically selected and use in calculation.
Odoo hr payslip
Once employee payslip is confirmed, we will have corresponding points entry in employee form.
Odoo hr employee redeem
In this system, its possible to provide CASH amount to customer instead of discount during purchase and also generating valid accounting entries.
Cash out approvedCash out paid
Cash Out will make entry same like redeem point for customer.
We have implemented Stripe integration for Odoo V8 with Payment Acquirer module which will automatically enable during sale, invoice and website process.
Odoo module list
After installing this module, we can see new record for payment acquirer.
Odoo Payment Acquirer
During payment process from Odoo website, stripe option will automatically appear.
Odoo website order
And it will switch another form to take card details from user.
Stripe payment registration
After successful transaction with Stripe server, it will display proper message and create sales order into Odoo.
Stripe payment responseOdoo sales order
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.
POS Member Category
Once we create category, then we have to assign that category to member (customer)
Assign category to member
Now customer will purchase something above his purchase limit.
Earning points on purchase limit
So we can see how this will affect in points.
Earned points from POS Purchase
Below screen shows all list of points for all customers.
All member points
If any customer want to use his points, then we can do this way. Check below screen.
Use loyalty points in POS
Same will be affected in customer history also.
Points History
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.
Validate Customer Invoice
It will create sales accounting entries like below.
OpenERP Journal Entries
Now we are getting some amount from customer as a part of his invoice.
Invoice Payment
Still there are some balance customer has to pay.
Invoice After Payment
This is customer’s partial payment entry.
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.
Reconcile Option
Here we can check remaining balance that we are going to write-off.
Reconcile Window
Here we have very important option available. We have to select proper journal and account where entries will occur.
Reconcile Option
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.
OpenERP POS Normal Order
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.
OpenERP POS Draft Receipt
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 :
SMS Log
SMS Template
User define Sender
OpenERP SMS Menu
First it requires to define user credentials.
OpenERP SMS Configuration
We can define SMS sender easily which will be used during sending SMS.
SMS Sender
We are giving facility for sending SMS from following forms.
Lead
Opportunity
Sales Order
Invoice
Partner
During sending SMS, user can decide for log and template creation. And also user Template which are already stored in database.
Send SMS from OpenERP Lead
Template will be stored into database according to login user and during sending SMS, it will display list of templates according to login user.
Template from Lead
It is maintaining history of all information entered duriung sending SMS.
OpenERP SMS Log
It is also displaying SMS log under Customer Histoty TAB.