diff --git a/content/applications/finance/fiscal_localizations/chile.rst b/content/applications/finance/fiscal_localizations/chile.rst index 5442410e8..42f0a5749 100644 --- a/content/applications/finance/fiscal_localizations/chile.rst +++ b/content/applications/finance/fiscal_localizations/chile.rst @@ -224,6 +224,8 @@ to :menuselection:`Accounting --> Configuration --> Settings --> Currencies: Aut Rates` to set an :guilabel:`Interval` for when the rate is automatically updated, or to select another :guilabel:`Service`. +.. _chile/partner-information: + Partner information =================== @@ -947,6 +949,214 @@ valid and a new section needed for customs. :alt: PDF report section for the Electronic Exports of Goods PDF Report. :align: center +eCommerce electronic invoicing +------------------------------ + +To install the :guilabel:`Chilean eCommerce` module, go to :menuselection:`Apps, search for the +module by its technical name `l10n_cl_edi_website_sale`, and click the :guilabel:`Activate` button. + +.. image:: chile/ecommerce-module-chile.png + :align: center + :alt: l10n_cl eCommerce module. + +This module enables the features and configurations to: + +- Generate electronic documents from the *eCommerce* application +- Support for required fiscal fields in the *eCommerce* application +- Effectively let the final client decide the electronic document to be generated for their + purchase + +Once all of the configurations are made for the Chilean :ref:`electronic invoice +` flow, the following configurations are required for the eCommerce flow +to be integrated. + +To configure your website to generate electronic documents during the sale process, go to +:menuselection:`Website --> Configuration --> Settings --> Invoicing` and activate the +:guilabel:`Automatic Invoice` feature. Activating this feature allows electronic documents to be +automatically generated when an online payment is confirmed. + +.. image:: chile/website-configurations-ecommerce-chile.png + :align: center + :alt: Invoice Policy and Automatic Invoice configurations. + +Since an online payment needs to be confirmed for the *automatic invoice* feature to generate the +document, a payment provider must be configured for the related website. + +.. note:: + Review the :doc:`../payment_providers` documentation for information on which payment providers + are supported in Odoo, and how to configure them. + +It is also recommended to configure your products so they are able to be invoiced when an online +payment is confirmed. To do so, go to :menuselection:`Website --> eCommerce --> Products` and select +the product template of the desired product. Then, set the :guilabel:`Invoicing Policy` to +:guilabel:`Ordered quantities`. + +.. image:: chile/ordered-quantities-product.png + :align: center + :alt: Invoice Policy configuration in Products. + +Invoicing flows +~~~~~~~~~~~~~~~ + +Clients from Chile will be able to select if they need an **invoice** or a **ballot** for their +purchase with an extra step added during the checkout process. + +.. image:: chile/select-edi-docs-ecommerce.png + :align: center + :alt: Option for EDI Documents for clients. + +If the customer selects the :guilabel:`Electronic Invoice` option, fiscal fields are required to be +filled out, including the :guilabel:`Activity Description`, the :guilabel:`Identification Number` +and their :guilabel:`DTE Email`. + +.. image:: chile/fiscal-fields-invoice-ecommerce.png + :align: center + :alt: Fiscal fields required for an Invoice to be requested. + +If the client selects the :guilabel:`Electronic Receipts` option, they will be directed to the next +step, and the electronic document will be generated for the *Consumidor Final Anónimo* contact. + +Clients from countries other than Chile, will have their electronic receipts automatically generated +for them by Odoo. + +.. note:: + If a purchase through eCommerce requires an export, the customer will need to contact your + company to generate an electronic export invoice (*document type 110*), which can be done from + the *Accounting* app. + +Point of Sale electronic invoicing +---------------------------------- + +To install the :guilabel:`Chilean Module for Point of Sale`, go to the :menuselection:`Apps` +application on the main Odoo dashboard, search for the module by its technical name +`l10n_cl_edi_pos`, and click the :guilabel:`Activate` button. + +.. image:: chile/pos-edi-module-chile.png + :align: center + :alt: l10n_cl POS EDI module. + +This module enables the following features and configurations to: + +- Generate electronic documents from the *Point of Sale* application +- Support the required fiscal fields for contacts created in the *Point of Sale* application +- Effectively lets the final client decide the type of electronic document to be generated for their + purchase +- Print QR or 5-digit codes in tickets to access to electronic invoices + +To configure contacts with the required fiscal information, review the :ref:`partner information +` section, or directly modify a contact. Navigate to +:menuselection:`Point of Sale --> Session --> Customers --> Details`, and edit any of the following +fields: + +- :guilabel:`Name` +- :guilabel:`Email` +- :guilabel:`Identification Type` +- :guilabel:`Tax Payer Type` +- :guilabel:`Type Giro` +- :guilabel:`DTE Email` +- :guilabel:`RUT` + +.. image:: chile/fiscal-required-pos-session.png + :align: center + :alt: Contact with fiscal information created from POS. + +To configure the products, navigate to :menuselection:`Point of Sale --> Products --> Products` and +select a product record. In the :guilabel:`Sales` tab of the product form, it is necessary to mark +the product as :guilabel:`Available for POS`, this makes the product available for sale in the +*Point of Sale* app. + +.. image:: chile/available-in-pos-product.png + :align: center + :alt: Product with fiscal information created from POS. + +Optionally, the following features are available for configuration in the :menuselection:`Point of +Sale --> Configuration --> Settings --> Bills & Receipts section`: + +- :guilabel:`Use QR code on ticket`: this feature enables a QR code to be printed on the user's + receipt so they can easily request an invoice after their purchase +- :guilabel:`Generate a code on ticket`: this feature enables a 5-digit code to be generated on the + receipt, allowing the user to request an invoice through the customer portal + +.. image:: chile/qr-code-ticket.png + :align: center + :alt: Configuration to generate QR or 5 digit codes on tickets. + +Invoicing flows +~~~~~~~~~~~~~~~ + +The following sections cover the invoicing flows for the *Point of Sale* application. + +Electronic receipts: anonymous end user +*************************************** + +When making a purchase as an anonymous user that does not request an electronic invoice, Odoo +automatically selects :guilabel:`Consumidor Final Anónimo` as the contact for the order and +generates the electronic receipt. + +.. image:: chile/invoice-receipt-selection.png + :align: center + :alt: Automatic contact selection of an anonymous end consumer. + +.. note:: + If the client requests a credit note due to a return of their purchase, the credit note should be + made using the *Accounting* app. See the :doc:`credit notes and refunds + <../accounting/customer_invoices/credit_notes>` documentation for detailed instructions. + +Electronic receipts: specific customer +************************************** + +When specific user makes a purchase that does not request an electronic invoice, Odoo automatically +selects the contact for the order as the :guilabel:`Consumidor Final Anónimo`, and allows you to +select or create the required customer contact with their fiscal information for the receipt. + +.. image:: chile/contact-for-electronic-invoice.png + :align: center + :alt: Selection of contact for the receipt. + +.. note:: + If the client requests a credit note because of a return of this type of purchase, the credit + note and return process can be managed directly from the :abbr:`POS (Point of Sale)` session. + +Electronic invoices +******************* + +When clients request an electronic invoice, it is possible to select or create the required contact +with their fiscal information. When the payment is being made, select the option :guilabel:`Invoice` +to generate the document. + +.. image:: chile/invoice-option-at-payment.png + :align: center + :alt: Selection of invoice option at payment. + +.. note:: + For both the electronic receipts and invoices, if the product is not affected by taxes, Odoo + detects this and generates the correct type of document for tax-exempt sales. + +Returns +******* + +For electronic receipts (not generated for the *Consumidor Final Anónimo*) and electronic invoices, +it is possible to manage the process to return products sold in a :abbr:`POS (Point of Sale)` order +by selecting the :guilabel:`Refund` button. + +.. image:: chile/refund-order.png + :align: center + :alt: Refund option in the POS application. + +Orders can be searched by the order status or by contact, and be selected for the refund to be based +on the client's original order. + +.. image:: chile/select-order-refund.png + :align: center + :alt: Selection of order for the refund process. + +When the return payment is validated, Odoo generates the necessary credit note, referencing the +original receipt or invoice, partially or fully canceling the document. + +.. seealso:: + `Smart tutorial - Electronic invoicing for point of sale + `_. + Financial reports ================= diff --git a/content/applications/finance/fiscal_localizations/chile/available-in-pos-product.png b/content/applications/finance/fiscal_localizations/chile/available-in-pos-product.png new file mode 100644 index 000000000..baf005712 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/available-in-pos-product.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/contact-for-electronic-invoice.png b/content/applications/finance/fiscal_localizations/chile/contact-for-electronic-invoice.png new file mode 100644 index 000000000..2fca39f48 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/contact-for-electronic-invoice.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/ecommerce-module-chile.png b/content/applications/finance/fiscal_localizations/chile/ecommerce-module-chile.png new file mode 100644 index 000000000..f700527a9 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/ecommerce-module-chile.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/fiscal-fields-invoice-ecommerce.png b/content/applications/finance/fiscal_localizations/chile/fiscal-fields-invoice-ecommerce.png new file mode 100644 index 000000000..56070b343 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/fiscal-fields-invoice-ecommerce.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/fiscal-required-pos-session.png b/content/applications/finance/fiscal_localizations/chile/fiscal-required-pos-session.png new file mode 100644 index 000000000..a240bf6d0 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/fiscal-required-pos-session.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/invoice-option-at-payment.png b/content/applications/finance/fiscal_localizations/chile/invoice-option-at-payment.png new file mode 100644 index 000000000..7fd749f94 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/invoice-option-at-payment.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/invoice-receipt-selection.png b/content/applications/finance/fiscal_localizations/chile/invoice-receipt-selection.png new file mode 100644 index 000000000..1ff63c181 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/invoice-receipt-selection.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/ordered-quantities-product.png b/content/applications/finance/fiscal_localizations/chile/ordered-quantities-product.png new file mode 100644 index 000000000..3de6f5c8f Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/ordered-quantities-product.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/pos-edi-module-chile.png b/content/applications/finance/fiscal_localizations/chile/pos-edi-module-chile.png new file mode 100644 index 000000000..058722a9f Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/pos-edi-module-chile.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/qr-code-ticket.png b/content/applications/finance/fiscal_localizations/chile/qr-code-ticket.png new file mode 100644 index 000000000..fdcf0e359 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/qr-code-ticket.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/refund-order.png b/content/applications/finance/fiscal_localizations/chile/refund-order.png new file mode 100644 index 000000000..a979f0211 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/refund-order.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/select-edi-docs-ecommerce.png b/content/applications/finance/fiscal_localizations/chile/select-edi-docs-ecommerce.png new file mode 100644 index 000000000..8684f2dee Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/select-edi-docs-ecommerce.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/select-order-refund.png b/content/applications/finance/fiscal_localizations/chile/select-order-refund.png new file mode 100644 index 000000000..097c76528 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/select-order-refund.png differ diff --git a/content/applications/finance/fiscal_localizations/chile/website-configurations-ecommerce-chile.png b/content/applications/finance/fiscal_localizations/chile/website-configurations-ecommerce-chile.png new file mode 100644 index 000000000..62ab691e8 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/chile/website-configurations-ecommerce-chile.png differ