2 In order to test the POS in module, To gives business owners a convenient way of checking out customers and of recording sales.
5 I configure all details for the customer,Salesman and Product ,Account.
7 I create View Account Type.
9 !record {model: account.account.type, id: account_account_type_view0}:
17 I create Income Account Type.
19 !record {model: account.account.type, id: account_account_type_income0}:
20 close_method: unreconciled
27 I create Expense Account Type.
29 !record {model: account.account.type, id: account_account_type_expense0}:
30 close_method: unreconciled
37 I create Cash Account Type.
39 !record {model: account.account.type, id: account_account_type_cash0}:
47 I create Minimal Chart Account.
49 !record {model: account.account, id: account_account_minimalchart0}:
51 company_id: base.main_company
52 currency_mode: current
57 user_type: account_account_type_view0
59 I create Payable Account.
61 !record {model: account.account, id: account_account_payable1}:
63 company_id: base.main_company
64 currency_mode: current
66 parent_id: account_account_minimalchart0
71 user_type: account_account_type_expense0
75 I create Receivable Account.
77 !record {model: account.account, id: account_account_receivable0}:
79 company_id: base.main_company
80 currency_mode: current
82 parent_id: account_account_minimalchart0
87 user_type: account_account_type_income0
91 I create Cash Account.
93 !record {model: account.account, id: account_account_cash0}:
95 company_id: base.main_company
96 currency_mode: current
98 parent_id: account_account_minimalchart0
102 user_type: account_account_type_cash0
106 I create Purchases Account.
108 !record {model: account.account, id: account_account_purchases0}:
110 company_id: base.main_company
111 currency_mode: current
113 parent_id: account_account_minimalchart0
117 user_type: account_account_type_expense0
119 I create Sales Account.
121 !record {model: account.account, id: account_account_sales0}:
123 company_id: base.main_company
124 currency_mode: current
126 parent_id: account_account_minimalchart0
130 user_type: account_account_type_income0
133 I create Purchase Journal.
135 !record {model: account.journal, id: account_journal_purchasejournal0}:
137 company_id: base.main_company
138 default_credit_account_id: account_account_purchases0
139 default_debit_account_id: account_account_purchases0
140 name: Purchase Journal
141 sequence_id: account.sequence_purchase_journal
143 view_id: account.account_journal_view
147 I create Sale Journal.
149 !record {model: account.journal, id: account_journal_salejournal0}:
151 company_id: base.main_company
152 default_credit_account_id: account_account_sales0
153 default_debit_account_id: account_account_sales0
155 sequence_id: account.sequence_sale_journal
157 view_id: account.account_journal_view
161 I create Bank Journal.
163 !record {model: account.journal, id: account_journal_bankjournal0}:
165 company_id: base.main_company
166 default_credit_account_id: account_account_cash0
167 default_debit_account_id: account_account_cash0
169 sequence_id: account.sequence_journal
171 view_id: account.account_journal_bank_view
175 I create property for account payable.
177 !record {model: ir.property, id: ir_property_propertyaccountexpensecateg0}:
178 company_id: base.main_company
179 fields_id: account.field_res_partner_property_account_payable
180 name: property_account_expense_categ
181 value_reference: account.account,5
185 I create property for account receivable.
187 !record {model: ir.property, id: ir_property_propertyaccountincomecateg0}:
188 company_id: base.main_company
189 fields_id: account.field_res_partner_property_account_receivable
190 name: property_account_income_categ
191 value_reference: account.account,6
193 I create Partner category Customers.
195 !record {model: res.partner.category, id: res_partner_category_customers0}:
200 !record {model: res.partner, id: res_partner_cleartrail0}:
202 - res_partner_category_customers0
207 I create partner address.
209 !record {model: res.partner.address, id: res_partner_address_1}:
210 partner_id: res_partner_cleartrail0
211 street: onam plaza, 14 B palasia A B Road
216 I create partner invoice address.
218 !record {model: res.partner.address, id: res_partner_address_2}:
219 partner_id: res_partner_cleartrail0
224 I create partner delivery address.
226 !record {model: res.partner.address, id: res_partner_address_3}:
227 partner_id: res_partner_cleartrail0
228 street: sangam house 15 B palasia, A B Road
231 I create product category.
233 !record {model: product.category, id: product_category_allproductssellable0}:
234 name: Mobile Products Sellable
238 !record {model: res.partner, id: res_partner_microlinktechnologies0}:
240 - street: Kailash Vaibhav, Parksite
241 name: Micro Link Technologies
242 property_account_payable: account_account_payable1
243 property_account_receivable: account_account_receivable0
247 I create partner address .
249 !record {model: res.partner.address, id: res_partner_address_0}:
251 partner_id: res_partner_microlinktechnologies0
252 street: Ash House, Ash Road
255 I create product category .
257 !record {model: product.category, id: product_category_services0}:
258 name: Mobile Services
260 I create product template .
262 !record {model: product.template, id: product_template_lgviewtysmart0}:
263 categ_id: product_category_allproductssellable0
264 cost_method: standard
267 name: LG Viewty Smart
268 procure_method: make_to_order
269 standard_price: 160.0
270 supply_method: produce
272 uom_id: product.product_uom_unit
273 uom_po_id: product.product_uom_unit
276 I create product LG Viewty Smart.
278 !record {model: product.product, id: product_product_lgviewtysmart0}:
279 categ_id: product_category_allproductssellable0
280 cost_method: standard
283 name: LG Viewty Smart
284 pricelist_purchase: 'Default Purchase Pricelist (0.00) : 160.00\n'
285 pricelist_sale: 'Public Pricelist (0.00) : 170.00\n'
286 procure_method: make_to_order
287 property_account_expense: account_account_payable1
288 property_account_income: account_account_receivable0
290 standard_price: 160.0
291 supply_method: produce
293 uom_id: product.product_uom_unit
294 uom_po_id: product.product_uom_unit
296 I create product category .
298 !record {model: product.category, id: product_category_computer0}:
302 I create product HP Pavilion Desktop PCs
304 !record {model: product.product, id: product_product_hppaviliondesktoppcs0}:
305 categ_id: product_category_computer0
306 cost_method: standard
309 name: HP Pavilion Desktop PCs
310 procure_method: make_to_stock
313 name: res_partner_microlinktechnologies0
317 uom_id: product.product_uom_unit
318 uom_po_id: product.product_uom_unit
319 property_account_expense: account_account_payable1
320 property_account_income: account_account_receivable0
323 I create New Order by adding the details of Salesman and "Product" as LG Viewty Smart Quantity as 10.
326 !record {model: pos.order, id: pos_order_pos0}:
327 company_id: base.main_company
328 date_order: '2010-05-13 15:02:48'
329 date_validity: '2010-11-13'
331 - company_id: base.main_company
334 product_id: product_product_lgviewtysmart0
337 partner_id: base.res_partner_agrolait
339 price_type: tax_excluded
340 pricelist_id: product.list0
341 sale_journal: account.sales_journal
343 user_salesman_id: base.user_root
347 !record {model: pos.discount, id: pos_discount_0}:
349 discount_notes: More then 5 product
351 I Apply the discount.
353 !python {model: pos.discount}: |
354 self.apply_discount(cr, uid, [ref("pos_discount_0")], {"lang": "en_US", "active_model":
355 "pos.order", "active_ids": [ref("pos_order_pos0")], "tz": False, "active_id":
356 ref("pos_order_pos0"), })
361 !record {model: pos.open.statement, id: pos_open_statement_0}:
365 I open the statement.
367 !python {model: pos.open.statement}: |
368 self.open_statement(cr, uid, [ref("pos_open_statement_0")], {"lang": "en_US", "active_model":
369 "ir.ui.menu", "active_ids": [ref("point_of_sale.menu_open_statement")], "tz":
370 False, "active_id": ref("point_of_sale.menu_open_statement"), })
373 I click on the "Make Payment" wizard.
375 !record {model: pos.make.payment, id: pos_make_payment_0}:
378 payment_date: 2010-05-13
379 payment_name: Payment
380 product_id: product_product_hppaviliondesktoppcs0
385 !python {model: pos.make.payment}: |
386 self.check(cr, uid, [ref("pos_make_payment_0")], {"lang": "en_US", "active_model":
387 "pos.order", "active_ids": [ref("point_of_sale.pos_order_pos0")], "tz":
388 False, "active_id": ref("point_of_sale.pos_order_pos0"), })
390 I check the Statement lines are created automatically when payment is done.
392 !python {model: pos.order}: |
393 order=self.browse(cr,uid,ref("pos_order_pos0"))
394 assert(order.statement_ids!=[]), "Statement lines not created"
397 When I click on Return picking button , I get three option.
399 1. Cancel 2.Return Goods and Exchange 3.Return without Refund
401 When I click on Return Goods and Exchange.
403 Then it allows me to define the quantity of products, which will return to the stock.
405 I click on Return Picking button.
407 !record {model: pos.return, id: pos_return_0}:
410 I Return the product.
412 !python {model: pos.return}: |
413 self.create_returns(cr, uid, [ref("pos_return_0")], {"lang": "en_US", "active_model":
414 "pos.order", "active_ids": [ref("point_of_sale.pos_order_pos0")], "tz":
415 False, "active_id": ref("point_of_sale.pos_order_pos0"), })
419 Then it allows me to define the quantity of products, which will return to the stock.
421 I select the HP Pavilion Desktop PCs for exchange.
423 !record {model: pos.add.product, id: pos_add_product_0}:
424 product_id: product_product_hppaviliondesktoppcs0
427 I click on close button.
429 !python {model: pos.add.product}: |
430 self.close_action(cr, uid, [ref("pos_add_product_0")], {"lang": "en_US", "active_model":
431 "pos.order", "active_ids": [ref("pos_order_pos0")], "tz": False, "active_id": ref("pos_order_pos0"),
437 !record {model: pos.make.payment, id: pos_make_payment_1}:
440 payment_date: 2010-05-13
441 payment_name: Payment
442 product_id: product_product_hppaviliondesktoppcs0
445 For payment, I click on Make Payment.
447 !python {model: pos.make.payment}: |
448 self.check(cr, uid, [ref("pos_make_payment_1")], {"lang": "en_US", "active_model":
449 "pos.order", "active_ids": [ref("pos_order_pos0")], "tz":
450 False, "active_id": ref("pos_order_pos0"), })
453 To check the Return without Refund . I click button "Return without Refund ".
455 !record {model: pos.return, id: pos_return_0}:
458 The quantity which is selected in Return lines wizard is refunded.
460 !python {model: pos.return}: |
461 self.create_returns2(cr, uid, [ref("pos_return_0")], {"lang": "en_US", "active_model":
462 "pos.order", "active_ids": [ref("pos_order_pos0")], "tz":
463 False, "active_id": ref("pos_order_pos0"), })
465 To Close order, I use the wizard "Sale Confirm".
467 !record {model: pos.confirm, id: pos_confirm_0}:
472 !python {model: pos.confirm}: |
473 self.action_confirm(cr, uid, [ref("pos_confirm_0")], {"lang": "en_US", "active_model":
474 "pos.order", "active_ids": [ref("pos_order_pos0")], "tz": False, "active_id": ref("pos_order_pos0"),