Internal Credit System

Installation

Check instruction for POS longpolling about activating longpolling
You probably need a module that force user to login before making purchase on website. E.g. this one: https://github.com/it-projects-llc/e-commerce/tree/10.0/website_sale_require_login

Configuration

Max Debt Limit

Go to Point of Sale >> Configuration >> Payment Methods
open journal form (e.g. Debt Journal)
- click on [Edit]
- On Point of Sale tab check the box Credit Journal
- set Max Debt value
- click [Save]

Default Max Debt

go to Point of Sale >> Settings
- set Default Max Debt value for new customers

POS Payment

Go to Point of Sale >> Configuration >> Point of Sale
- open POS
- select Available Payment Methods
  - Debt Journal if POS will operate with credits only
  - e.g. Cash or Bank if POS may receive a real money
  - set both if POS is used to operate with credits and real money

Credit Product

go to Point of Sale >> Products
- click on [Create]
- open Invoicing tab
- select an available journal in Journal Credit Product field
- click [Save]

Payment Acquirer

open Invoicing >> Configuration >> Payments >> Payment Acquirer
select Payment Acquirer you are going to use, e.g. Paypal.
- click [Edit]
- on Configuration tab set Order Confirmation field equal to Authorize & capture the amount, confirm the SO and auto-validate the invoice on acquirer confirmation
- click [Save]

Usage

POS sales

open one POS
open another POS as another user
on the first POS:
- select customer
- EITHER add Credit Product to an order and register usual payment (e.g. via Cash journal)
- OR add usual products and register Debt payment. See Debt notebook module for more information.
- click [Validate]
on second POS
- open Customer list
- find the customer
- customer's debt/credit is updated

eCommerce sales

open POS
purchase Credit Product via website (/shop/...)
debt/credit value on POS is updated