Customer debt function about opensourcepos

[objecttothis]

As a notice: @opensourcepos/org team doesn't hold any responsibility for any task or job assigned or accomplished by any third-party freelancers.
Please notice that the process isn't verified by any of the project developers nor team members thus you should do it at your own responsibility.
In case the job wasn't accomplished as agreed on @opensourcepos/org will not hold any responsibility about it.

It's also important to note that in order for any modules to be included in the master, whether done by regular contributors or freelancers, it must pass code review and be deemed useful for the community. All this really means is that code that is poorly written and/or designed won't be merged into the master without modifications and as much as one person might want it, modules such as race car designer won't likely make it into the master. Of course anyone is able to fork the project as long as they do not violate the license.

[edzofcit]

Hi Guys, any updates on this?
I see that all pledges are way way before. Can you guys update your pledges so that we will know how much is missing for this feature to be coded?

Thanks,

[jjosez]

Hi,
I put the remaining 50 for the option of debt and layaway funct.

[edzofcit]

Im willing the shoulder the remaining 50 for this feature.

On Mon, Sep 5, 2016 at 9:44 PM, jjosez [email protected] wrote:

Hi,
I put the remaining 50 for the option of debt and layaway funct.

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Thanks,

Eddie F. Ybañez
CEO and Founder
MICABSYSTEMS INC.
www.micab.co

[SteveIreland]

In the U.S. the customer debt functionality is handled by what is commonly called an Accounts Receivable system and the vendor debt functionality is handled by what is commonly called an Accounts Payable system.

These are typically considered "back office" applications and can be rather extensive in their own right. Obviously there are a lot of applications that already provide this. In fact, it seems kind of silly to write another AP or AR system, but that's what I've been tasked with.

Over the coming year I plan to build a back office application that is designed for OSPOS. Using the same technology framework that is in place for OSPOS and has the same look and feel of OSPOS.

So as long as I maintain my health this should happen.

Of course, if @jekkos is adding these components to OSPOS my plan might adjust accordingly, but that's what is on the table now.

[edzofcit]

Interested. How much?

…

On Sat, Nov 21, 2020 at 8:23 PM rocky8roy ***@***.***> wrote: if no-one has started working on this then I may consider working on it for a fee and would love to pr it kindly let me know if anyone want this feature contact me on ***@***.*** to discuss further thank you — You are receiving this because you commented. Reply to this email directly, view it on GitHub <#24 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/ABCTPV7SJF2RBQAB62ARLWDSQ6WKLANCNFSM4A2N4K4Q> .

-- Thanks, Eddie F. Ybañez

[odiea]

I sure hope that you are quoting prices in Honduran limpere.
It will cost $750 and I will do this on priority as so many people want it
how people are going to pay?
will there be single payment which someone will do or individuals are going to pay in parts?

[odiea]

I guess I am just checking to see what planet your from. This is open source so good luck.

[WebShells]

Or for the fact that there are contributors to this project who works depending on their availability.
That doesnt mean the feature needs 5 years to accomplish, please keep pricing reasonable.

[WebShells]

As a notice: @opensourcepos/org team doesn't hold any responsibility for any task or job assigned or accomplished by any third-party freelancers.
Please notice that the process isn't verified by any of the project developers nor team members thus you should do it at your own responsibility.
In case the job wasn't accomplished as agreed on @opensourcepos/org will not hold any responsibility about it.

[marteserede]

Yeah, that would be great. Also having a debt function for suppliers. So I can see which supplier I still owe how much money.
I would like to help you coding, if you can break it down into smaller parts.

Have you gotten any donations yet? Which way to do prefer receiving donations? Directly via that link below your comment to bountysource?

[jekkos]

well there are no pending offers on this feature yet, and in fact I don't really need it myself (that's why I put some kind of donation 'goal' on this task in the first place). I checked bountysource but I don't really consider it as a good payment channel as they take 10% from total donation on cashout.

I suppose this feature just involves tracking amounts due in the sales module. Maybe we can implement this as a search filtering options in the customers module (for example checkbox to show only customers with debt + amount of this debt). This will involve some aggregation in the required sql queries. Major concern here will be performance (maybe we shouldn't run this query all the time in this case).

Any other ideas?

[trentdavis]

I would like to offer to pay $150.00
I would pay twice that if you would include a layaway function!

[jekkos]

Ok sounds good. What do you mean exactly with layaway function?

[trentdavis]

A layaway is an item (or items) that a customer wishes to purchase.
However, not having all of the funds immediately, the customer pays a
deposit and the store agrees to hold the item for a specific time.

OSPOS should be able to mark items as held against a customer's account,
record deposits and payments against the same account, and release the
items when the customer has completely paid off the amount.

TD

On Tue, Mar 17, 2015 at 1:05 PM, jekkos [email protected] wrote:

Ok sounds good. What do you mean exactly with layaway function?

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Reply to this email directly or view it on GitHub
https://github.com/jekkos/opensourcepos/issues/24#issuecomment-82483283.

Trent Davis
Managing Director

Buckley’s, P.O. Box 3009 | St. John’s, Antigua
Tel: [phone] | Skype: trentdavis | Email: [email protected]

Website http://artiostech.com/ *| *Facebook | Twitter |
Email [email protected] Business Beyond Borders!

[naxyr]

hi jekkos i can offer you $100.00 , really need this .

[jekkos]

ok this brings the total to $250. Which means still $50 to go.

[trentdavis]

I have another option. I couldn't wait, so I went ahead and hired someone
to write the module for me. It should be ready in a few weeks. I could
make it available when completed.

TD

On Mon, Mar 30, 2015 at 10:49 AM, jekkos [email protected] wrote:

ok this brings the total to $250. Which means still $50 to go.

—
Reply to this email directly or view it on GitHub
https://github.com/jekkos/opensourcepos/issues/24#issuecomment-87708702.

Trent Davis
Managing Director

Buckley’s, P.O. Box 3009 | St. John’s, Antigua
Tel: [phone] | Skype: trentdavis | Email: [email protected]

Website http://artiostech.com/ *| *Facebook | Twitter |
Email [email protected] Business Beyond Borders!

[jekkos]

Ok if the developer needs some advice for the design (just to make it usable for the open version) then let me know and I will be glad to help out.

[naxyr]

Ok sounds good. trentdavis so i will wait until you complete it please do share it for us.. :)
and thanx jekkos for the reply

[M-Shahbaz]

I am looking forward to this function too. Also I need sms notification module to customer's mobile on completing sale or may be with customer debt. I am new to CI but I'll try to build myself and will share if I get succeed.

[marteserede]

Is this module completed by now?
If @trentdavis would share it that would be really great! Thank you very much!

[jekkos]

Any news on the status of this module?

[asadjaved63]

i will offer 25$ ..... i really need it....

[marteserede]

I also really need this feature and it would be interesting for me to help developing it, but at the moment I don't have the time.
But I would be happy and willing to donate for that feature. Obviously other people are also willing to donate, so let's see what the current amount would be.
@jekkos you said you would like to see 300 $.
But that would be only for a basic customer debt function. The way you want to implement it, I think it would be a bit difficult to later develop that feature further.
Therefore my idea would be to create a new module "accounting" with its own rights and all transactions are saved there. Basically like a very simple accounting software. Do you think that is much more work?
Do you know or have an idea how to implement something like that? Webzash (http://webzash.org/) might give some orientation? I don't want to request a full blown accounting software like webzash (although of course that would be pretty neat, but also quite a lot of work) to be part of ospos, but maybe that the idea and database-layout behind the customer (and supplier)-debt function would be an accouting software and maybe later it can be developed further. Do you know what I mean?
What do you think?

[imskriaz]

It would be great if customer debt function added to Open Source POS

[daN4cat]

Wondering...

would it make any sense to connect OSPOS to Webzash for invoicing and etc? Assuming that's somehow doable on one side or the other. I will install Webzash time permitting to check if there is any possibility.

[marteserede]

One option I think would be to - in case ospos and webzash run on the same database - let ospos create entries in the entries- and entryitems-table of webzash. Not really clean, but it would work, I guess.
Ospos would have to know the ledger_ids...
This would create quite a lot of entries if ospos does not have a feature like "close cashier for today" which would then create one entry for all sales in that day...

[daN4cat]

You can add in OSPOS the details of Webzash installation (in a config tab for the case) and post entries from OSPOS to Webzash at the same time it's stored in OSPOS database.

Just to log entries is probably not a big deal. Probably in Webzash you want to have the same payment types so you know if it's cash or debit card or else. Maybe with credit card you want to add a tag pending because it might take a couple of days before it reaches your bank account.
However doing all the bank / credit card to Webzash logging is then a lot of manual work.
So maybe you want entries at the end of the day as summary?

I thought Webzash was more than a pure accounting tool and managing even invoices and etc. with payment dates reminder and etc. That would have added to the feature even to manage credit and debts on end of financial year if you haven't received all the credits or made the complete payment of some invoice. Some time suppliers agree on installment payments for big upfront deliveries.

[naxyr]

Dear @jekkos n @daN4cat any news about this??

[daN4cat]

I'm afraid no at the moment.

BTW, Jekkos put a bounty on it and if you want the feature to be expedited you can bid on that and get it done quickly.

Personally it's not a priority and neither a need for me. I contribute to the project for the part I need and use and help on evolving things along that line in my pastime. Sorry if I disappoint, but that's my priority outside the fun of working on this.

[aremssy]

Dear @jekkos n @daN4cat any news about this??

[walterhumphreys]

isuming that no one has made it as yet i will like to give it a try, i wont create a module but a manual coding, can you guys instruct me which are te files/template needed , i need it for sell and an item on credit to a customer, planing on grant customer bill option, simply by adding items and the moment of payment update select custom-payment for example and here submit the amount provided and what left to pay.

i know i need to get into the payment array to start, databe and where do i find the client file to add more fields, can i have a guide so i can start, i was looking for a documention of this pos so i can know where to begin from

[sgr1875]

is there any progress on this . i would to love to have this too.

[walterhumphreys]

Still working on it

[imskriaz]

Great!
OSPOS looking to be revived

[odiea]

I am working on a US version for accepting no or partial payments using the invoice feature. I have it set to only work if Invoice is enabled and a Customer is selected. The Register part is about complete if I can find a way to disable the Invoice check box on completion of the sale. Any Ideas?

[daN4cat]

Disable means not visible or greyed or unchecked?

[odiea]

Vague wasn't I. I would like to auto uncheck the Invoice enabled check box on completion or cancelation of sale.

[daN4cat]

You need some javascript for that.

[odiea]

Thanks. I will keep searching on the web.

[jekkos]

Ok I might want to provide a fix for this. You mean that you don't want the invoice checkbox state to be remembered? I have got a similar request from my parent's shop.

[odiea]

Yes. That's correct. For some unknown reason I do not want the Invoice checkbox to show on a normal sale.

[jekkos]

OK you don't want to show it at all? Then a config option or something would be better. I understood something else.

Shouldn't be that hard: add a checkbox in config sectoin, some code to save it along with the other fields, an extra line in the db script, and an if ($this->config->item('invoice_enabled')) {} around the checkbox in the sale register

[daN4cat]

There is already an issue to make invoice configurable. Not sure this is another use case in the use case.

[odiea]

Here is the situation. I do not show it on a normal sell so the check cannot be removed. I do show it on a sell that has a Customer entered so if customer and Invoice are enabled you can use partial or no payments. After the Sale to Customer the checkmark box needs to be cleared so the normal sell then will not be an Invoice just a receipt.

[daN4cat]

Instead of mix up invoice with partial payment, wouldn't be better to have a new check or add something to the customer like partial payment field?
If that's by customer probably it's better.

[odiea]

A sales invoice in financial accounting is a tool that a company uses to communicate to clients about the sums that are due in exchange for goods that have been sold. ... A sales invoice represents revenue that your company has earned. ... Sales Invoices and Accounts Receivable. This is why in the US Invoices are used. Per @jekkos answer You mean that you don't want the invoice checkbox state to be remembered? I have got a similar request

[odiea]

@daN4cat . I do understand what you are saying If I cannot get past the Invoice check box issue I am kinda stuck. A Customer field with amount due and amount paid will be the next step in the process. It can also be based on Customer name and account number.

[jekkos]

@odiea to disable invoice checkbox selectoin afer sale completion, just add $this->set_invoice_number_enabled(FALSE); in clear_all() method of sale_lib

[odiea]

Thanks Jekkos that worked great. You should add it to the main program.

[odiea]

In the takings edit form I added a field to make an additional payment.
I added this to the app/contoller/sales.php.
function save($sale_id)

$sales_payments_data = array(
'sale_id' => $sale_id,
'payment_type' => 'Payment Update',
'payment_amount' => $this->input->post('sales_new_payment')
);

$this->db->insert('sales_payments',$sales_payments_data);
Sometimes it works but most of the time it shows in red Internal Server Error. Any Ideas anyone?

[odiea]

[daN4cat]

@odiea coincidence, I just reworked this part but just to edit payment types. Have a look at my last commit in master and see if what I have done can help you.

[odiea]

Thanks looks promising.

[daN4cat]

You might get an error because the payment is already available for that sale id. That's what I sorted with my addition.

[odiea]

It's working out well. Thanks

[odiea]

Currently the only issue I have is pulling the tax info and adding it to $sale_info[' amount due'] so you see the total amount of the sale.

[odiea]

Any idea why in the sell you can add multiple payments with the same id but not add additional amounts afterwards?

[daN4cat]

Please post on #314 if related to my change of adding payment type editing.

But the addition of same payment types is something I needed to do otherwise you get a database error.
As said the purpose of the feature is to fix common sales assistant mistakes. More in #314 if you read my comment against the major commit.

[abdullahcheema63]

@trentdavis when wil you contribute and @jekkos when is this module going to come can you provice me with a zip file containing this module

[daN4cat]

@abdullahcheema63 that comment is 1 year old and many people asked news about it and no replies.

Maybe @jekkos can place another bounty and you with the rest of the group that asked about it can pay him to implement the feature (once forever)

[daN4cat]

Linked issue #221 #353 #371 #565 #652 #710 #824

[agungwizz]

Dear @jekkos n @daN4cat any news about this?
this module need new table and new role in programing and business process detail
and need for more time....
i am try to create this module but I am confused where to start, i am need for add field down payment, Amount Tendered, new payment.
Best Regard

[jacksz]

how do you support this?
did anybody actually pledged? and if so how much remaining?

[edzofcit]

I can send via paypal.

On Sat, Oct 29, 2016 at 4:08 PM, jacksz [email protected] wrote:

how do you support this?

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Thanks,

Eddie F. Ybañez
CEO and Founder
MICABSYSTEMS INC.
www.micab.co

[jacksz]

@jekkos

[daN4cat]

he's busy, he'll reply soon.

[jekkos]

Hi there,
nothing was pledged yet, maybe if everyone can confirm if they are still in then I might consider to look into it. Otherwise I was planning the category and custom attribute review first.

[jacksz]

suggestion: isn't kickstarter a better option than sourcebounty? i know how sourcebounty is more related to programming but kickstarter has less fees and better tracking and everyone can participate together

[daN4cat]

@jacksz that's for this suggestion, good one indeed.
I'll discuss with @jekkos this idea and figure out how we could structure in small steps and get incremental funding.
I noticed Font Awesome 5 is using that approach: https://www.kickstarter.com/projects/232193852/font-awesome-5?ref=category_popular

[daN4cat]

@jekkos that's for you...

[WebShells]

Thanks for your reply dan, am interested im moving it forward

[edzofcit]

Hi Guys let me know for the final commitments and if were ready to proceed for us to send the payments.

…

On Sun, Mar 19, 2017 at 11:56 PM, WebShells ***@***.***> wrote: Thanks for your reply dan, am interested im moving it forward — You are receiving this because you commented. Reply to this email directly, view it on GitHub <https://github.com/jekkos/opensourcepos/issues/24#issuecomment-287626159>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AEU31_UmEIUZxvL92zxns8P1L5P5m11uks5rnVA7gaJpZM4DTeK5> .

-- Thanks, Eddie F. Ybañez

[edzofcit]

This is for the debt customer function. Majority of our customers pay only when the laundry is done thats why we need it.

…

On Mon, Mar 20, 2017 at 12:43 PM, Eddie Ybañez ***@***.***> wrote: Hi Guys let me know for the final commitments and if were ready to proceed for us to send the payments. On Sun, Mar 19, 2017 at 11:56 PM, WebShells ***@***.***> wrote: > Thanks for your reply dan, am interested im moving it forward > > — > You are receiving this because you commented. > Reply to this email directly, view it on GitHub > <https://github.com/jekkos/opensourcepos/issues/24#issuecomment-287626159>, > or mute the thread > <https://github.com/notifications/unsubscribe-auth/AEU31_UmEIUZxvL92zxns8P1L5P5m11uks5rnVA7gaJpZM4DTeK5> > . > -- Thanks, Eddie F. Ybañez

-- Thanks, Eddie F. Ybañez

[ishtiaquesarwar]

How to add credit sales or due sales in sales register and later show it in due sales. I am using 3.0 version...any guideline would be highly appreciated.

thanks
ishtiaque

[asadjaved63]

@daN4cat sir this customer debt function complete available ?

[walterhumphreys]

I did not accomplish this function due lock of time. Sorry but hope someday soon to finish it On 15 May 2017 2:54 p.m., asadjaved63 <[email protected]> wrote: @daN4cat<https://github.com/dan4cat> sir this customer debt function complete available ? — You are receiving this because you commented. Reply to this email directly, view it on GitHub<https://github.com/jekkos/opensourcepos/issues/24#issuecomment-301585870>, or mute the thread<https://github.com/notifications/unsubscribe-auth/AQRnH08ouXeBsT9J8E6n5XiSKwECx6eJks5r6K2RgaJpZM4DTeK5>.

[asadjaved63]

have you start work on customer debt function ?

[edzofcit]

Hi guys very willing to support this debt function.

…

On Sat, Jun 3, 2017 at 1:39 AM asadjaved63 ***@***.***> wrote: have you start work on customer debt function ? — You are receiving this because you commented. Reply to this email directly, view it on GitHub <https://github.com/jekkos/opensourcepos/issues/24#issuecomment-305861710>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AEU31wwTgHx9IDECa3bmzc8ebWh0j2v4ks5sAEjngaJpZM4DTeK5> .

[ishtiaquesarwar]

That would be great

…

On Jun 5, 2017 09:17, "edzofcit" ***@***.***> wrote: Hi guys very willing to support this debt function. On Sat, Jun 3, 2017 at 1:39 AM asadjaved63 ***@***.***> wrote: > have you start work on customer debt function ? > > — > You are receiving this because you commented. > Reply to this email directly, view it on GitHub > <https://github.com/jekkos/opensourcepos/issues/24# issuecomment-305861710>, > or mute the thread > <https://github.com/notifications/unsubscribe-auth/ AEU31wwTgHx9IDECa3bmzc8ebWh0j2v4ks5sAEjngaJpZM4DTeK5> > . > — You are receiving this because you commented. Reply to this email directly, view it on GitHub <https://github.com/jekkos/opensourcepos/issues/24#issuecomment-306093992>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AHRblw_U_RR25NC1uak9S4cKdmAHfIqdks5sA3NhgaJpZM4DTeK5> .

[daN4cat]

See #1427

[izeblood]

Any updates for this feature? multi-part due payment for customer...

[rocky8roy]

Hi
any update on this?

[rocky8roy]

if no-one has started working on this then I may consider working on it for a fee and would love to pr it
kindly let me know if anyone want this feature
contact me on [email protected] to discuss further
thank you

[daN4cat]

Sounds good and please check what has been implemented with Due payment type and make it consistent.
Please read #1427.

[rocky8roy]

Interested. How much?
…

It will cost $750 and I will do this on priority as so many people want it
how people are going to pay?
will there be single payment which someone will do or individuals are going to pay in parts?

[rocky8roy]

Sounds good and please check what has been implemented with Due payment type and make it consistent.
Please read #1427.

yes I have checked it thanks for your comment
if anyone want to add something that how they want this debt function to be implemented then they are welcome to do that.. I will consider their comments and try to implement it in best way

[WebShells]

@opensourcepos/org 🤔 😅

[rocky8roy]

I am looking forward to this function too. Also I need sms notification module to customer's mobile on completing sale or may be with customer debt. I am new to CI but I'll try to build myself and will share if I get succeed.

I have already implemented this sms feature on sale
if you want it kindly contact on [email protected] to discuss further

[rocky8roy]

I sure hope that you are quoting prices in Honduran limpere.
It will cost $750 and I will do this on priority as so many people want it
how people are going to pay?
will there be single payment which someone will do or individuals are going to pay in parts?

No Its in USD
Cost will be 750 USD

[rocky8roy]

I guess I am just checking to see what planet your from. This is open source so good luck.

I hope you also understand that this feature require time and a lot of programming
I guess because of its complexity this feature is pending even after 5 years

[rocky8roy]

Or for the fact that there are contributors to this project who works depending on their availability.
That doesnt mean the feature needs 5 years to accomplish, please keep pricing reasonable.

ok considering open source project and other factors I am changing the final cost to 550 USD
This is the final price
If anyone want this feature can contact me on [email protected]
thank you