Direct Stock sales module    

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Sale Order is an order issued by a business or sole trader to a customer.  A sales order may be for products and/or services. In most companies, salespeople create quotations that become sales order once they are validated. Then, draft invoices are created based on the sales order. After creating a Quotation you can send it to the customer via Email. A PDF of your Quotation will attached in that email.  This process happens by different steps and so take time. The module called direct_receipt_stock, simplifies the sale quotation creation process and become more user friendly. The interface is really smooth. In sale receipts, there’s a field called payment, which provides multiple payment methods:

  • Pay Directly
  • Pay Later

Pay Directly payment method:

Direct payment transactions occur in the form of a money transfer from a user’s account. It can be through an online bank. Direct payments should be confused with online bill payments, however, which are single transactions.

Pay Later payment method:

Later payment transactions is also occur in the form of a money transfer from a user’s account. It can also be through an online bank. But, the difference is that, the user can make a product purchase without any payment or money transaction with the company. After the complete purchase through this payment method, the company has full details about the total receivable amount of each customers. The user’s can pay the amount later.

Also read: Enhancement for Odoo Receipts and Payments with “Any Account” Feature

You will get the whole idea of this module, if you go down.

The above picture is a screenshot of the Sale Receipts form in Account. There you can see the field payment and also you can see the types of Payment in the coming screenshot. As you can see, the state of the Invoice is Draft.

 

Now, we are going to create a temporary product called ‘example product’, and we update the stock quantity with 50.

So, we have added the example product in the product list, set quantity as 20 and we choose payment method as Pay Directly. The Direct payments are single transactions and It can be through an online bank.

The companies can create an invoice and a delivery once they are validated. The state will become Posted.Two buttons are there in the invoice form, one is used for cancelling the sale receipt and the other one is used to Return the product or Refund the amount.

You will get redirected to the following page when you click on the Delivery button. There you will get the product’s sale operation details.

If you go to the ‘example product’ in the product, you can see the available number of quantities in the stock, ie, 30. After this operation user have to pay the amount direct to the company.

When we click on the Return/Refund button, it will redirects to the following page. The Client Returns the quantity of products to the company and the total amount of the same products once you click on the Return/Refund button.

And when you validate the receipt, it creates a Purchase Receipt Return with a button called Returned.

You will be redirect to the following page, once you click on Returned Button. There you can see the returned number of  quantity of the product. Here we returned 20 quantities of ‘example product’.

You can also check the number of quantities in the list of products. So, the product ‘example product’ has been updated with the quantities 20 and now we have 50 quantities in the stock.

And, this is all about the sale receipts if we choose the payment type as Pay Directly. We have one more payment method, and that is Pay Later.

Later payment transactions is also occur in the form of a money transfer from a user’s account. But, the difference is that, the user can make a product purchase without any payment or money transaction with the company. After the complete purchase through this payment method, the company has full details about the total receivable amount of each customers. The user’s can pay the amount later.

In the following, we use payment method as Payment Later, added the product ‘example product’ in the product line and set the quantity as 20.

And when you validate the receipt, it creates a Purchase Receipt Return with a button called Returned like in the following screenshot.

You will get redirected to the following page when you click on the Delivery button. There you will get the product’s sale operation details.  

And If you go to the ‘example product’ in the product list, you can see the available number of quantities in the stock, ie, 30.

The following picture says After the complete purchase through this payment method, the company has full details about the total receivable amount of each customers. Here, the test user has to pay 10,000 AED to the customer. The customer has not to pay the amount immediately but later he should pay the amount.

When we click on the Return/Refund button, it will redirects to the following page. The Client Returns the quantity of products to the company and the total amount of the same products once you click on the Return/Refund button.

You will be redirect to the following page, once you click on Returned Button. There you can see the returned number of  quantity of the product. Here we returned 20 quantities of ‘example product’.

You can also check the number of quantities in the list of products. So, the product ‘example product’ has been updated with the quantities 20 and now we have 50 quantities in the stock.

After the complete return of the product, the total receivable amount of the client ‘Test User’ will be 0.00AED.

After the above steps, the customer can have their Sale Receipts as follow:

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