[IMP] l10n_cl: Electronic Invoicing eCommerce and POS
Adding the new functionality for V17 which let's the end client to decide the electronic document to be generated for their eCommerce purchase.
Photo folder: https://drive.google.com/drive/folders/17zrIsuhZ2IAWX6X30IJ1HdFF0531gB3_
closes odoo/documentation#6938
X-original-commit: 74d5918ff3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -224,6 +224,8 @@ to :menuselection:`Accounting --> Configuration --> Settings --> Currencies: Aut
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Rates` to set an :guilabel:`Interval` for when the rate is automatically updated, or to select
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another :guilabel:`Service`.
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.. _chile/partner-information:
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Partner information
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===================
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@ -947,6 +949,214 @@ valid and a new section needed for customs.
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:alt: PDF report section for the Electronic Exports of Goods PDF Report.
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:align: center
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eCommerce electronic invoicing
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------------------------------
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To install the :guilabel:`Chilean eCommerce` module, go to :menuselection:`Apps, search for the
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module by its technical name `l10n_cl_edi_website_sale`, and click the :guilabel:`Activate` button.
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.. image:: chile/ecommerce-module-chile.png
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:align: center
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:alt: l10n_cl eCommerce module.
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This module enables the features and configurations to:
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- Generate electronic documents from the *eCommerce* application
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- Support for required fiscal fields in the *eCommerce* application
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- Effectively let the final client decide the electronic document to be generated for their
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purchase
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Once all of the configurations are made for the Chilean :ref:`electronic invoice
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<chile/electronic-invoice>` flow, the following configurations are required for the eCommerce flow
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to be integrated.
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To configure your website to generate electronic documents during the sale process, go to
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:menuselection:`Website --> Configuration --> Settings --> Invoicing` and activate the
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:guilabel:`Automatic Invoice` feature. Activating this feature allows electronic documents to be
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automatically generated when an online payment is confirmed.
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.. image:: chile/website-configurations-ecommerce-chile.png
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:align: center
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:alt: Invoice Policy and Automatic Invoice configurations.
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Since an online payment needs to be confirmed for the *automatic invoice* feature to generate the
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document, a payment provider must be configured for the related website.
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.. note::
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Review the :doc:`../payment_providers` documentation for information on which payment providers
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are supported in Odoo, and how to configure them.
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It is also recommended to configure your products so they are able to be invoiced when an online
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payment is confirmed. To do so, go to :menuselection:`Website --> eCommerce --> Products` and select
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the product template of the desired product. Then, set the :guilabel:`Invoicing Policy` to
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:guilabel:`Ordered quantities`.
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.. image:: chile/ordered-quantities-product.png
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:align: center
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:alt: Invoice Policy configuration in Products.
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Invoicing flows
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~~~~~~~~~~~~~~~
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Clients from Chile will be able to select if they need an **invoice** or a **ballot** for their
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purchase with an extra step added during the checkout process.
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.. image:: chile/select-edi-docs-ecommerce.png
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:align: center
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:alt: Option for EDI Documents for clients.
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If the customer selects the :guilabel:`Electronic Invoice` option, fiscal fields are required to be
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filled out, including the :guilabel:`Activity Description`, the :guilabel:`Identification Number`
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and their :guilabel:`DTE Email`.
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.. image:: chile/fiscal-fields-invoice-ecommerce.png
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:align: center
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:alt: Fiscal fields required for an Invoice to be requested.
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If the client selects the :guilabel:`Electronic Receipts` option, they will be directed to the next
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step, and the electronic document will be generated for the *Consumidor Final Anónimo* contact.
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Clients from countries other than Chile, will have their electronic receipts automatically generated
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for them by Odoo.
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.. note::
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If a purchase through eCommerce requires an export, the customer will need to contact your
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company to generate an electronic export invoice (*document type 110*), which can be done from
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the *Accounting* app.
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Point of Sale electronic invoicing
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----------------------------------
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To install the :guilabel:`Chilean Module for Point of Sale`, go to the :menuselection:`Apps`
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application on the main Odoo dashboard, search for the module by its technical name
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`l10n_cl_edi_pos`, and click the :guilabel:`Activate` button.
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.. image:: chile/pos-edi-module-chile.png
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:align: center
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:alt: l10n_cl POS EDI module.
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This module enables the following features and configurations to:
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- Generate electronic documents from the *Point of Sale* application
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- Support the required fiscal fields for contacts created in the *Point of Sale* application
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- Effectively lets the final client decide the type of electronic document to be generated for their
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purchase
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- Print QR or 5-digit codes in tickets to access to electronic invoices
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To configure contacts with the required fiscal information, review the :ref:`partner information
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<chile/partner-information>` section, or directly modify a contact. Navigate to
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:menuselection:`Point of Sale --> Session --> Customers --> Details`, and edit any of the following
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fields:
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- :guilabel:`Name`
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- :guilabel:`Email`
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- :guilabel:`Identification Type`
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- :guilabel:`Tax Payer Type`
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- :guilabel:`Type Giro`
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- :guilabel:`DTE Email`
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- :guilabel:`RUT`
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.. image:: chile/fiscal-required-pos-session.png
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:align: center
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:alt: Contact with fiscal information created from POS.
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To configure the products, navigate to :menuselection:`Point of Sale --> Products --> Products` and
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select a product record. In the :guilabel:`Sales` tab of the product form, it is necessary to mark
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the product as :guilabel:`Available for POS`, this makes the product available for sale in the
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*Point of Sale* app.
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.. image:: chile/available-in-pos-product.png
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:align: center
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:alt: Product with fiscal information created from POS.
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Optionally, the following features are available for configuration in the :menuselection:`Point of
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Sale --> Configuration --> Settings --> Bills & Receipts section`:
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- :guilabel:`Use QR code on ticket`: this feature enables a QR code to be printed on the user's
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receipt so they can easily request an invoice after their purchase
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- :guilabel:`Generate a code on ticket`: this feature enables a 5-digit code to be generated on the
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receipt, allowing the user to request an invoice through the customer portal
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.. image:: chile/qr-code-ticket.png
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:align: center
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:alt: Configuration to generate QR or 5 digit codes on tickets.
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Invoicing flows
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~~~~~~~~~~~~~~~
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The following sections cover the invoicing flows for the *Point of Sale* application.
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Electronic receipts: anonymous end user
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***************************************
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When making a purchase as an anonymous user that does not request an electronic invoice, Odoo
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automatically selects :guilabel:`Consumidor Final Anónimo` as the contact for the order and
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generates the electronic receipt.
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.. image:: chile/invoice-receipt-selection.png
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:align: center
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:alt: Automatic contact selection of an anonymous end consumer.
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.. note::
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If the client requests a credit note due to a return of their purchase, the credit note should be
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made using the *Accounting* app. See the :doc:`credit notes and refunds
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<../accounting/customer_invoices/credit_notes>` documentation for detailed instructions.
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Electronic receipts: specific customer
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**************************************
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When specific user makes a purchase that does not request an electronic invoice, Odoo automatically
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selects the contact for the order as the :guilabel:`Consumidor Final Anónimo`, and allows you to
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select or create the required customer contact with their fiscal information for the receipt.
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.. image:: chile/contact-for-electronic-invoice.png
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:align: center
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:alt: Selection of contact for the receipt.
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.. note::
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If the client requests a credit note because of a return of this type of purchase, the credit
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note and return process can be managed directly from the :abbr:`POS (Point of Sale)` session.
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Electronic invoices
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*******************
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When clients request an electronic invoice, it is possible to select or create the required contact
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with their fiscal information. When the payment is being made, select the option :guilabel:`Invoice`
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to generate the document.
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.. image:: chile/invoice-option-at-payment.png
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:align: center
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:alt: Selection of invoice option at payment.
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.. note::
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For both the electronic receipts and invoices, if the product is not affected by taxes, Odoo
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detects this and generates the correct type of document for tax-exempt sales.
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Returns
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*******
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For electronic receipts (not generated for the *Consumidor Final Anónimo*) and electronic invoices,
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it is possible to manage the process to return products sold in a :abbr:`POS (Point of Sale)` order
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by selecting the :guilabel:`Refund` button.
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.. image:: chile/refund-order.png
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:align: center
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:alt: Refund option in the POS application.
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Orders can be searched by the order status or by contact, and be selected for the refund to be based
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on the client's original order.
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.. image:: chile/select-order-refund.png
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:align: center
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:alt: Selection of order for the refund process.
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When the return payment is validated, Odoo generates the necessary credit note, referencing the
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original receipt or invoice, partially or fully canceling the document.
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.. seealso::
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`Smart tutorial - Electronic invoicing for point of sale
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<https://www.youtube.com/watch?v=B2XuWmtlmno&t=360s>`_.
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Financial reports
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=================
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