More Related Content
Similar to How to Extend Pos payment validation to enhance functionality in Odoo 17 (20)
More from Celine George (20)
Recently uploaded (20)
How to Extend Pos payment validation to enhance functionality in Odoo 17
- 1. How to Extend Pos payment validation to enhance functionality in Odoo 17 Enterprise
- 2. Introduction Enterprise Point of Sale (POS) systems streamline transactions, and Odoo's POS module provides a robust solution for retailers. As businesses grow, they may need additional functionality to meet specific requirements. In Odoo 17, extending the POS payment validation process allows businesses to add custom rules, such as credit limit checks, payment method validation, or integration with loyalty programs and e-wallets, for a more tailored experience.
- 3. Steps Enterprise First let us add in a few custom settings to enhance the payment validation process as our example . First add a boolean field to enable our custom settings and another float field to set limit on our pos transaction in ‘pos.config’ model .
- 5. Steps Enterprise Now let us add two settings in the ‘res.config.settings’ model with same field name and make them both related field based upon pos_config_id field so that we can have separate settings for each pos session .
- 7. Steps Enterprise Now let us add the settings to the form view of res_config_settings .
- 8. Enterprise
- 9. Steps Enterprise This is how it looks like in settings
- 10. Enterprise
- 11. Steps Enterprise Now let us patch the validation function which is in the payment_screen.js file in the pos addon module by patching the PaymentScreen OWL component .
- 12. Steps Enterprise We have to import Payment Screen component and the patch function to override the existing validateorder function so that we can enhance odoo 17 pos validate functionality by adding in our custom functionality .
- 13. Enterprise
- 14. Steps Enterprise As you can see in the previous slide we are checking if our custom setting is enabled and if it is we are also checking if its limit is lower than the amount we paid. We can use the get_total_paid() function to get total paid. If these conditions are met then we throw in an error popup saying that it exceeds the transaction limit .
- 15. Steps Enterprise Now let us set a payment transaction limit in the settings using our custom fields we just added before .
- 16. Enterprise
- 17. Steps Enterprise Now let us try to validate a pos payment transaction for more than our specified limit and see what happens .
- 18. Enterprise
- 19. Steps Enterprise As we can see an error popup comes up whenever we try to make a payment that exceeds our specified limit.
- 20. Conclusion Enterprise Extending POS payment validation in Odoo 17 helps businesses tailor workflows to specific needs, enhancing efficiency and ensuring policy compliance. Whether checking credit limits, validating payment methods, or integrating third-party services, Odoo offers the flexibility to customize its core functionality, making your POS system more powerful and suited to your processes.
- 21. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com