Dolibarr TakePOS -- Bill to Customer Account
Budget: $30 – $250 USD
The process to bill to a customer account in Dolibarr 14.0.2 when using their TakePOS interface requires FAR too many steps to complete.
What I want is a new button in the TakePOS interface: "Bill to Account".
When clicked, I want a pop-up dialog asking for a customer reference number (PO number) for the order--if any.
Once the "OK" button in the dialog box is clicked, it should create an *invoice* (not sales order) using the defaults for the customer who was selected prior to clicking on "Bill to Account" button. The resulting invoice's PDF should be auto-printed with one copy each to two separate printers that are available through the Dolibarr Direct Print System.
To summarize, this is how I want TakePOS to work for a "bill to account" customer:
From TakePOS interface:
1) Select Customer
2) Scan/Enter items being purchased
3) Click "Bill to Account"
4) Enter customer reference number (if any) in dialog box, then click "OK"
5) One copy of invoice prints to back office printer, one copy prints to cashier desk printer.
6) TakePOS clears order screen to allow for next sale.
I don't have any preference about "how" this works, but I need it to work. The current process set up by the authors of the TakePOS software and its add-ons requires 21 steps and it is driving our cashiers nuts.
We are open to "talking through" our desired process and changing it a little. We just need for billing to our customers with house accounts to be just as easy as when we complete a cash sale.
Thank you!
What I want is a new button in the TakePOS interface: "Bill to Account".
When clicked, I want a pop-up dialog asking for a customer reference number (PO number) for the order--if any.
Once the "OK" button in the dialog box is clicked, it should create an *invoice* (not sales order) using the defaults for the customer who was selected prior to clicking on "Bill to Account" button. The resulting invoice's PDF should be auto-printed with one copy each to two separate printers that are available through the Dolibarr Direct Print System.
To summarize, this is how I want TakePOS to work for a "bill to account" customer:
From TakePOS interface:
1) Select Customer
2) Scan/Enter items being purchased
3) Click "Bill to Account"
4) Enter customer reference number (if any) in dialog box, then click "OK"
5) One copy of invoice prints to back office printer, one copy prints to cashier desk printer.
6) TakePOS clears order screen to allow for next sale.
I don't have any preference about "how" this works, but I need it to work. The current process set up by the authors of the TakePOS software and its add-ons requires 21 steps and it is driving our cashiers nuts.
We are open to "talking through" our desired process and changing it a little. We just need for billing to our customers with house accounts to be just as easy as when we complete a cash sale.
Thank you!