paranzchoy / rapidpos Goto Github PK

CLOSE POS SHIFT

Cashier works from 9AM-5PM, equivalent to one POS Shift
At the end of the shift, the cashier must close the POS shift
By creating a POS Closing shift doctype

USE CASE:

1. Cashier clicks Menu > Withdrawal or clicks Ctlr+Z [EF1]
2. System shows ClosingShift modal
3. Head Cashier or Sales Manager inputs user name and password & clicks the Begin button
4. System validates username, password [EF2]
5. System validates user role [EF3]
6. System shows ClosingShift modal
7. Cashier inputs cash denomination by quantity
8. Cashier inputs card purchase
9. Cashier inputs coupon information
10. Cashier clicks the Close button
11. System saves the following data:
12. System closes the ClosingShift modal
13. System prints the ZReading Print

• Pls see file /posawesome/posawesome/todo/close_pos_shift.txt for more details

Flow:
- User presses F2
- User inputs quantity
- User presses F3 and scans item barcode/user clicks an item from the Item List
- System should set the quantity to the item

• Set quantity on item barcode
• Set quantity on item selection

If an Invoice was discounted, Return feature returns the following error (pic below).

• Calculate discounted amount from each coupon
• Save coupon details (Coupon Name/Code, Quantity, Discounted Amount) to 'coupon_list', a child table of Sales Invoice.

Please merge new code/features from posapp/components/pos to posapp/components/pos2. Some of the items below might already be merged, please double check. Edit checklist if needed.

https://github.com/yrestom/POS-Awesome/wiki <- POS Awesome WIKI Link

Checklist:

• Promotions and Offers
• Batch and Serial Nos Management
• Using Variants and Templates
• Making Sales Order

Be able to add subitems to an item and modify packaging for reducing stocks.

Adding Subitems UI Modal:

• Dialog Window
• Cancel, Submit and Reset Buttons
• Maximum Quantity Count
• Item Group filter
• Card View of Items
• Quantity props per Item
• Add functionality to increment item quantity every click on the item picture
• Insert items inside scrollview
• Section for editing packaging details

Functionalities:

• add doctype subitems inside Sales Invoice Item
• Add filter functionality to Item Groups (donuts only)
• Add Items to scrollview filtered already by an Item Group
• Add functionality to decrement remaining qty for the parent item
• Add reset functionality
• Add subitems inside the parent item in Sales Invoice Item (but not submit the invoice; use update_invoice)
• Add button for subitems modal inside parent item in Invoice.vue
• Should be able to save subitems state in case user needs to edit/delete.
• Multiply max quantity to current quantity (e.g. 2 1 dozens)
• Display dialog immediately after clicking the item.
• Should be able to save packaging items state in case user needs to edit/delete.
• Save invoice state in POS after subitems & packaging items modifications.
• Redesign/compress item view to avoid further scrolling
• Add validation to check parent item if it has subitems before proceeding to payment.
• Update Sales Invoice Subitem doctype to match stock controller code of erpnext (copy Sales Invoice Item doctype fields)
• Create Sales Invoice Child table - Packaging Details.
• Add packaging item group field to POS Profile
• Get and set further item details when subitem is confirmed such as source warehouse, delivery notes, uom conversion, accounting-related fields, base rates and currencies, product bundles, etc. (refer to Invoice.vue 'add_item' method)
• Validations on submitting subitems such as:
• stock availability
• checking if subitem is a product bundle
• associated to any sales orders/delivery notes
• checking if item belongs to a batch/ has serial nos
• etc.. Invoice.vue 'add_item' method
• be able to reduce subitem stocks
• be able to reduce packaging items stocks
• be able to connect subitems and packaging items to accounting as expenses (Cost of Goods Sold Account)

• Print Format
• Calculate Totals for X-Reading
• Display on POSAwesome

Additional missing fields for print format. Please also determine where to put remaining fields in any suitable doctypes.

• S/N, MIN details
• Void Count inside Discounts
• Paid Ins and Outs
• Global Trans. No

No Discount details when Pricing Rule, Coupon Code and Discount types are used.

This is a feature request from Jacobs Breadnuts.

When receipt is printed, it should show Sales Order instead of Sales Invoice.

• Create DO account
• Understand droplet concept
• Install RapidERP
• Connect via SSH
• Purchase Domain (jacobsbreadnuts.com)
• Link domain name to server
• Create subdomain

example:

erppos.jacobsbreadnuts.com

UI Customizations

• square buttons
• change themes
• remove help buttons
• remove links
• disabled getting started videos
• Frappe Icons
• ERPNext Icons

UI customization login page

• background image (jacobs breadnuts)
• disable website
• remove powered by ERPNext

Remove menus

• remove POSAwesome workspace
• Add POSAwesome links to Retails
• disable other domains
• Remove Qualities
• Remove Utilities
• Remove CRM
• Remove Loans

• Data migration
• User training
• Subitems customization

• Create Print Format
• Display on POSAwesome
• Calculate Totals

Missing fields:

• S/N and MIN details

  -S/N Serial Number of Machine/printer/pc/laptop
  - MIN- machine identification number
  

• VATable Sales, VAT Amount, VAT Exempt Sales, Zero Rated Sales

  Notes:
      -add Sales Taxes and Charges Template
      - Title: Philippine Tax
      - Tax Category: Vat (must be created)
      - Type: On Net Total
      - Rate: 12
  

• Var.Reg. Tin, Date Issued, Valid Until, BIR Account #, POS Permit No.

• Add Discount Amount Field to receipt (Standard Print Format have this)

• Print Format
• Calculate totals for Z-Reading
• Display on POSAwesome

Additional field data for Z-Reading. Please determine where to put remaining fields in doctypes.

• S/N, MIN details (Serial Number of Machine/printer/pc/laptop; machine identification number)
• Beginning and Ending Balance
• Void Count inside Discounts
• VATable Sales, VAT Amount, VAT Exempt Sales, Zero Rated Sales
• Accumulated Grand Total
• Reset Counter
• Reprint Count
• Global Trans. No.

• Display all coupon_list data from all Sales Invoices of the current shift. (CashWithdrawal.vue)
  Fields: Coupon Name, Current Quantity, Quantity to be withdrawn, Sales Invoice #, Discounted Amount

• Calculate total Discounted amount for coupon invoices WITH quantity (to be withdrawn).

• Save data to POS Opening Shift Withdrawal Coupon Details.

import excel and image

Deployed and Imported

• Items
• Donuts
• Donuts Image
• Bar
• Bar Images
• Item Group
• Employees (Sila na siguro mag encode for confidentiality)
• Users (Sila na siguro mag encode for confidentiality)
• Suppliers (Sila na siguro mag encode for confidentiality)
• Raw Materials (Sila na siguro mag encode for confidentiality)

• Home.vue (new)
• Pos2.vue (new)
• Navbar2.vue (new)
• PaymentsConfirmation (transferred)
• ClosePosShift (transferred)
• Help (transferred)
• PaymentsCash (transferred)
• PaymentsCreditCard (transferred)
• PaymentsDebitCard (transferred)
• PaymentsCoupon (transferred)
• CashWithdrawal (transferred)
• ResumeUser (transferred)
• ReprintInvoice (transferred)
• XReading (transferred)
• ZReading (transferred)

Notes:

• should also display orig. rate of the item for both POS, Sales Invoice details and print format receipt.
• Discounted items still reduce the original price rate from Cost of Goods Sold account. No accounting for discount amount yet.

• Redesign suitable doctype with a table for percentages each discount type and shop category (Item Groups: Food/Grocery and Pharmacy/Medical)
  - Senior & PWD data is currently added at Additional Discount Type doctype.
  - Senior & PWD : Grocery = 5% discount
  - Senior & PWD : Pharmacy = 20% discount
• Change code according to data model
  - Identifying Food & Grocery Item Groups are hardcoded in Invoice.vue.