Thursday, August 15, 2013

Openbravo Retail : WebPOS Credit sales and collection

Credit sales functionality allows Openbravo WebPOS sales user to complete orders without paying and left it as credit based on customer credit limit/credit used.

To enable it, the POS Terminal Type must be configured.
Also, the Credit Line Limit of the Business Partner must be greater than zero.

If these two conditions are satisfied, a button with label Use Credit will appear in payments section.

Tap the button if the pending amount is wanted to leave as a credit. This process will check against the backend the available credit of the business partner. This quantity would be the difference between Credit Limit and Credit Used. If this amount is greater than the pending quantity of the sales order a confirmation popup will be shown. Pressing "Yes, use credit", the order will be processed. Pressing "Cancel", this action will be canceled.

On the other hand, if the outstanding amount exceeds the available credit, an information popup will be shown giving the information of available credit of the business partner, and it will not allow completing the order.

Source -

Credit Collection

Once Credit sales is done,customer used balance will be updated and system will ensure,customer is not exceeding his credit limit.Credit sales formula is  Credit Value <= Credit Limit - Credit Used.So customer need to pay outstanding amount(credit sales) in time(due date) to reduce credit used value.Currently Openbravo is allowing credit sales via WebPOS but we need to do credit collections via Back Office(limitation in WebPOS). So we faced following issues in implementation,

1.We need more Back Office licenses to do credit collection.
2.Retails user feels difficult to learn,access Back Office UI .End user feels,he need to do some additional work.
3.Time Delay.
4.In Truck sales,sales person is responsible for credit collection.So he need a option to do credit collection via WebPOS and the same need to be reflected in Cash Up process.

To overcome all ,we developed "Credit Collection" functionality in WebPOS. This functionality will allow user to do following operations in WebPOS.

1.Allow payment for credit sales.
2.Able to check receipt wise outstanding amount(credit sales) via separate menu.
3.Allow partial payment and leave remain as credit on existing credit sales receipts.
4.Credit payment amount update in Credit used value.
5.All payment methods are allowed to do payment for credit sales.
6.Allow Over payment(considered as tip and it won't be reflected in Credit Used)

Credit collection pop-up showing all outstanding receipt's(credit sales)

Partial Payment:
Selected Receipt VBS1/0000078 - 169.4 and doing a payment of 160 and leave remain 9.4 as credit.

After payment of 160,Outstanding amount updated as 9.4 for Receipt VBS1/0000078.

Allow user to pay 10 Euro against 9.4 Euro  and considered remain 0.6 Euro as TIP.

Credit collection menu and paid receipt is not showing now.(ensured)

If anyone interested in Openbravo Retail implementation or Openbravo Construction module MetR,please contact me via

Qualian Technologies Pvt Ltd - Openbravo Certified Partner  

Sunday, August 4, 2013

Openbravo Retail : WebPOS Price Limit Validation

Openbravo for Retail offers a complete functionality for multichannel retailers, from Sales and Customer Relations to Finance and Operations. Its HTML5 web POS can be run on modern tablet devices, helping to improve dramatically the employees productivity and customer buying experience.

However, Openbravo for Retail is not only intended for pure retailers. Are you a distributor who is struggling with your mobilized sales force? Do you have trucks, and lack of complete control over their inventory levels in order to ensure they can fullfill all orders? Do you want to provide your drivers with a powerful tool that helps them to avoid data entry errors, improve your data quality and therefore provide support for a better decision making process?
If you have answered positively to some of these questions, Openbravo for Retail is also a solution for you !.
More Info @

We deployed Openbravo WebPOS in Truck sales for Wholesale & Retail distribution.So truck sales man face bargain and require option to change price. Normally Sales man will reduce price based on number of quantities,Customer relationship.This is fine but company want to ensure,sales man should have a limit for every product and system shouldn't allow any sales beyond that.So we utilized "Price Limit"  in pricelist and created a new module "WebPOS Price Limit Validations".
Case - 1:
Sales man requires price edit option and the system shouldn't allow any sales,less than product price limit.  
i)Add preference "Web POS action Change price" to "Y"
ii)Add preference(new) "Web POS Enforce Price Limit" to "Y"

Case - 2
Sales manager requires price edit option and the system shouldn't restrict sales based on price limit.
i)Add preference "Web POS action Change price" to "Y"
ii)Add preference(new) "Web POS Enforce Price Limit" to "N"

It's possible to set preference based on role,user. 

 Example(case - 1): 1)Avalanche  Transceiver ,selling price is "150.5"  & Price Limit is "135.45"

2) Sales man selected  "Avalanche Transceiver" for sales.

3) Sales man changed price to "125" and got warning from system with detailed information.

4) Once user clicked okay or closed popup,selling price updated back to last value.

What's Next:

Price Limit validation override for certain products.Allow user to sell some products without any price limit(products going to expiry soon) and remain products with Enforce Price Limit(with Validation).New rule logic is product+role, product+user.

We released this module in Openbravo forge as Free Commercial Module(can only be used by Retail - Professional instances)

If anyone interested in Openbravo retail implementation or Openbravo Construction module MetR,please contact me via

Qualian Technologies Pvt Ltd - Openbravo Certified Partner