Overview
Restaurants and shops need to cancel items already sent to the kitchen or counter without losing the audit trail. This module adds a void action on point of sale order lines with a predefined reason and a reference. A stock picking is created for the voided goods and a void report records the cashier, product, quantity and time. It depends on Point of Sale and Employees and serves cashiers, supervisors and inventory controllers.
Usage steps
- 1
Define void reasons
Reasons are stored in the void reason model. Three sample reasons ship with the module: slow service, wrong order and other. Add or archive reasons as needed.
- Model: pos.order.line.void.reason
- Fields: Reason, Active
- 2
Authorise employees
On the employee, tick the Can Void flag. Only these employees see the void action in the session. The employee data is loaded into the point of sale.
- Field: can_void on employee
- Loaded with the POS session
- 3
Configure picking types
In the POS configuration and settings choose the picking type for voided items and for orders not paid. These types decide the stock movement made on void. Defaults are taken from the warehouse.
- Fields: Void order picking type, No pay picking type
- Model: pos.config
- 4
Void a line in the POS
In an open order the authorised cashier selects a line and uses the void action. A popup asks for the reason and a reference. Lines already printed to the kitchen are flagged.
- Popup with reason and reference
- Line flags: voided, has_been_printed
- 5
Stock picking is created
On confirmation the system creates a picking from the UI with the void reference and reason. Stock reflects the loss or return. The picking is visible in Inventory.
- Fields on picking: Void Ref., Void Reason
- Method create_void_picking_from_ui
- 6
Void report record
Each void also writes a report record with cashier, order, product, price, quantity, reason and time. Managers analyse it from the Void Orders menu. Records cannot be lost when the order is edited.
- Menu: Void Orders
- Fields: Cashier, Order, Product, Void Time
- 7
Review and audit
Supervisors group the report by cashier, reason or session to spot patterns. The session field is related from the order. This supports control of discounts and losses.
- Group by cashier or reason
- Session and order links
Screens
Illustrative mockups with placeholder data.
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Added by this module
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Added by this module
Roles
| Role |
|---|
| Cashier with Can Void |
| POS Manager |
| Inventory controller |
Dependencies
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