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New fields for POS Profile in Sales Invoice and POS Profile Modification #9339

Merged
merged 1 commit into from
Jun 19, 2017
Merged

New fields for POS Profile in Sales Invoice and POS Profile Modification #9339

merged 1 commit into from
Jun 19, 2017

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chdecultot
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Hi,

This PR is the first of a bigger project to implement X and Z reports in the POS.
It is linked to issue #7582

I have completed the issue to propose an approach and I would be very grateful if the Frappé Team could give some inputs before I continue the developments.

This first PR is only the addition of a new field called "pos_profile" in the sales invoice to register the name of the person behind the cash register.
I therefore also modified the pos.js file to register that information:

image

Of course the field is hidden but I just took a screenshot to demonstrate the result in the invoice document.

In order to have a consistent information, I also propose to modify the POS Profile doctype to set the linked user only once. Indeed we should be able to know for sure who was the cashier at a certain point and with the current system we can change it afterwards.

Don't hesitate to let me know your thoughts about this proposal.

Thank you very much.

Best regards,

Charles-Henri

@felixvarghese
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To find out the cashier, can you just use the already existing "created by" field?

That requires no modification to Sales Invoice and also no modification to POS Profile.

@chdecultot
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Hi @felixvarghese,

That's a good point. I think it is good to link it to the POS profile, especially since it is in the roadmap to have multiple POS profiles per users in Q4 2017 (#6308 that you created 😉).

As for the modification of the POS Profile, even if it is not agreed to have the information linked to the sales invoice, I don't see any use case where a POS profile should be linked to different users. In my opinion it should be unique to avoid fraudulent use cases.
If needed it can be duplicated and a new one can be created for a new user.

If you are working with the POS system a lot, don't hesitate to share your use cases, I'm very interested to try to enhance it. 😊

@felixvarghese
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If multiple POS profiles come into play, then its true that linking POS Profile in Sales Invoice will be important to generate X and Z reports. Good point.

It's currently not possible to link the same POS Profile to multiple users. And in the rough spec I mentioned for multiple profiles, it still won't be possible. Of course, if the spec changes, then that's a different story.

@rmehta
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rmehta commented Jun 19, 2017

Multiple POS profile is a popular requirement, so will be good to plan for it. 👍

Edit: Thanks @chdecultot for the small PR, it makes it much easier to merge :)

@rmehta rmehta merged commit 2305eda into frappe:develop Jun 19, 2017
@chdecultot chdecultot deleted the pos_profile branch July 3, 2017 19:00
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3 participants