Posted in OpenERP, Configuration, Odoo, Website

Odoo 9 Website: Terms & Conditions


Click here to download from Odoo Apps

First we have to configure Terms & Conditions from company form.

Odoo 9 website terms and conditions configuration
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
Disable Odoo Website Terms Conditions

Description of Terms & Conditions will be visible after agree and user can make payment for order.

Enable Odoo Website Terms Conditions
Enable Odoo Website Terms Conditions

Posted in Accounting, Configuration, Odoo, OpenERP, Point of Sale (POS), Product, Sale

Odoo – Loyalty Management


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
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
Referral Sale Order

Points will be added in customer after invoice will be paid. (created from sales order).

Customer loyalty points
Customer loyalty points

Referral customer and employee (sales person) will earn points.

Referral customer loyalty points
Referral customer loyalty points
Odoo employee loyalty points
Odoo employee loyalty points

You can select Referral Customer from POS and redeem points.

POS Referral sale
POS Referral sale
POS Payment with earned points
POS Payment with earned points
POS redeem
POS redeem
POS point to amount
POS point to amount

It will print redeem point in POS Receipt.

POS receipt with point information
POS receipt with point information

It will make separate journal entry for redeem points entered from POS.

POS Redeem journal
POS Redeem journal

We can have all points information in customer form also like below images.

Points earned from POS
Points earned from POS
Odoo customer's redeemed point information
Odoo 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
Employee job position

At time of creating employee payslip, employee points will be automatically selected and use in calculation.

Odoo hr payslip
Odoo hr payslip

Once employee payslip is confirmed, we will have corresponding points entry in employee form.

Odoo hr employee redeem
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 approved
Cash out approved
Cash out paid
Cash out paid

Cash Out will make entry same like redeem point for customer.

Odoo customer redeem
Odoo customer redeem

Posted in Configuration, OpenERP, OpenERP 7.0, Point of Sale (POS), Product, Sale, Uncategorized

OpenERP Point of Sale: Product return from POS Interface


Click here to download from Odoo Apps

Here is the video link for the same feature: Product Return from POS Video

OpenERP Point of Sale has return product facility available from order Form view. But this feature is not available in POS interface. We have implemented very important feature – “Return products from POS Interface” so user don’t require to leave POS Interface to return the products.

Below is the screen for normal SALE mode. We have created 3 different buttons to identify the order mode.
1. Sale Mode, is a normal mode
2. Missing Receipt Mode, in which if customer doesn’t have receipt but still salesman can return order so in this case only negative order will be generated.
3. Return Mode, to return the products by comparing with original order.

OpenERP POS Normal Sale Mode
OpenERP POS Normal Sale Mode

Once the order is placed, we can see barcode on receipt for that order number generated.

POS Normal Sale Receipt
POS Normal Sale Receipt

And here is the order which is generated from POS interface.

OpenERP POs Order Created
OpenERP POs Order Created

Now lets try to return the product from POS interface.
When we click on “Return Order” button, at that time this popup will open to enter order reference number.
Here in the image where we can enter order number using barcode or manually.

OpenERP POS Return Order Number
OpenERP POS Return Order Number

Once the exact order is found, then list of products will be loaded which are available in the selected order.

OpenERP POS Return Order Screen
OpenERP POS Return Order Screen

If we try to select more product quantity than selected order quantity then it will raise an warning message.

OpenERP POS Return Warning
OpenERP POS Return Warning

We can also mention any reason for returning products what customer specified.

OpenERP POS Return Payment Screen
OpenERP POS Return Payment Screen

Once we complete partial return order then we can return the same order again for remaining product quantities displayed in following screen.

OpenERP POS Order Remaining Products
OpenERP POS Order Remaining Products

Here is the order return receipt in negative if we are returning products.

OpenERP POS Order Receipt
OpenERP POS Order Receipt

In order list we can see that main order and return orders have same order numbers with positive and negative values.

OpenERP POS Order List
OpenERP POS Order List

POS Order form with corresponding values.

OpenERP POS Return Order Form
OpenERP POS Return Order Form

In “note” field, we can find reason which is entered during return products.

OpenERP POS Return Reason
OpenERP POS Return Reason

Posted in Accounting, Configuration, OpenERP, OpenERP 7.0, Sale, Stock

OpenERP integration with BluePay


Recently we have made integration with OpenERP with Authorize.net for payment services. Now we have integrated OpenERP with another Payment services, BluePay. We can have more information from http://www.bluepay.com. With help of this module, it is very easy to process with credit card from OpenERP interface.

First of all we have to create account on BluePay and get required information and use those information to connect with BluePay from OpenERP. We have tested each transaction in TEST mode.

OpenERP BluePay Configuration
OpenERP BluePay Configuration

It requires credit card information to make transactions. We are storing required details into Customer form. We are using AES algorithm for securing credit card number into database.

OpenERP Customer Form
OpenERP Customer Form

Sometimes it is require to know that customer has enough balance in his credit card or not. We are giving facility that user will enter amount that he has to check for particular customer and get relevant message.

Check Credit Card Balance
Check Credit Card Balance

As we are storing credit card number in a secure way in database so it is not allow to change credit card number directly.

Check Credit Card Number
Check Credit Card Number

We have improved GUI of voucher for sending payment request to BluePay. It allows to send request only one time if it will succeed. And also stroing transaction related information into voucher for future purpose. It will cancel payment request with BluePay if we are going to cancel voucher.

OpenERP Account Voucher
OpenERP Account Voucher
Voucher Process Completed
Voucher Process Completed

Sometimes it is require that customer wants to pay amount in installment. We are allowing to create recurring payment request with BluePay.

Recurrent Process
Recurrent Process

We are keeping track of messages for each and every transactions occur during recurring payment.

Recurrent Messages
Recurrent Messages

User can change any parameter during recurring payment process execution. And can cancel it also.

Update Recurrent Payment
Update Recurrent Payment

We are tracking details of each and every transactions with BluePay.

Transaction History
Transaction History

User can print transaction details on PDF report by entering date range and proper parameter selection.

Print BluePay Transaction
Print BluePay Transaction