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122 lines
4 KiB
ReStructuredText
122 lines
4 KiB
ReStructuredText
============================
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Point of Sale Financial Risk
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============================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:6849547ab12c33aedfe65b29213299ed41bd7383e89a935d32f6d337c685d6c5
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github
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:target: https://github.com/OCA/pos/tree/16.0/pos_financial_risk
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:alt: OCA/pos
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/pos-16-0/pos-16-0-pos_financial_risk
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/pos&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Extends Partner Financial Risk to manage POS orders.
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If POS order exceeds partner credit limit POS only non restricted payment methods will remain available.
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Payment method availability can be specified both system wide and for a particular POS.
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If no restrictions are specified for a POS global ones will be applied.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To restrict a payment method for all POS:
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Go to **Post of Sale**/**Configuration**/**Payment Methods** and select a payment method.
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Enable **Credit Limit Restricted** to restrict usage of this payment method if credit limit threshold is overrun.
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To specify restriction for a selected POS:
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Go to **Settings**/**Point of Sale** select a POS and scroll down to the **Payment** section.
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Add payment methods to the **Credit Limit Restricted** field.
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Usage
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=====
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To use this module, you need to:
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Go to Customers > Financial Risk
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Set limits and choose options to compute in credit limit.
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Go to POS -> Open POS and create a new order.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/pos/issues/new?body=module:%20pos_financial_risk%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Cetmix
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Contributors
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~~~~~~~~~~~~
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* Cetmix <https://cetmix.com/>
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* Maksim Shurupov
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-geomer198| image:: https://github.com/geomer198.png?size=40px
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:target: https://github.com/geomer198
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:alt: geomer198
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.. |maintainer-CetmixGitDrone| image:: https://github.com/CetmixGitDrone.png?size=40px
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:target: https://github.com/CetmixGitDrone
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:alt: CetmixGitDrone
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-geomer198| |maintainer-CetmixGitDrone|
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This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/16.0/pos_financial_risk>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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