Hi everyone:
I want to perform what I think is a small customization of the Point of Sale page in ERPNext v15
When users are entering the sale details, besides selecting the customer and items, should be also provided with a date field to inform about the date of the transaction. That date will ultimatelly be the posting_date of the related POS Invoice.
The reason for this, is that some new user won’t be able to register the sales on the moment, but when having access to the app. I guess I can ask them to switch to the form view of the POS to edit the field, but I want to make the process as simple as possible.
I have prepared a custom app, and I’m able to perform customizations of DocType but I have realized that the interface for the Point of Sale is a Frape Page. How to achieve the customization in this case?
Any pointers would be highly appreciated
Hi Mauro.
Regardless of what you’ve developed in your app, I think your approach to solving the user case you’re describing isn’t optimal because the posting date affects the logic of opening and closing POS accounts and then the consolidation of invoices into sales invoices. Personally, I would review the user case again and try to solve it differently or with other tools.
Saludos
Hey Malvin!
You’re quite right. During my tests I’ve seen that inventories are also dependant on the dates.
The issue I’m facing is that the - soon to be users of the POS - have relied for years on using their own paper trails and have shown reluctance to switch. Hopefully that changes when they experience the benefits of doing it online.
But we need to start somewhere, and it seems to me that all I need to provide them is a way to set the date so they can reconcile their transactions with their paper trails.
Thank you for mentioning this!
Saludos!