Steersman's Payment Enhancements for Odoo ERP

The scalability of an enterprise is intricately tied to the adaptability and expansiveness of its software infrastructure. As operations evolve, a business needs the ability to securely and efficiently accommodate multiple payment methods. Steersman Odoo’s business suite of applications offers this flexibility to distributors with multiple sales channels, from transacting through online stores to handling online orders, as well as physical retail stores processing in-person sales or over-the-phone sales, as well as EDI orders.

Steersman provides the following enhancements, allowing businesses to customize their available payment methods and expand into more options as they grow:

• Multiple online Payment options for eCommerce orders (Credit Cards, ACH, PayPal, etc.)
• Manually input card information for payments taken over the phone
• Generate and securely store saved payment tokens from the payment screen (Available to both backend users and customers paying from the portal) (Credit Cards, ACH Payments, etc.)
• Connect and configure multiple card terminals and charge credit cards directly on sales orders and invoices from the backend
• Apply open credit memos to unpaid invoices and charge the remaining balance
• Configurable journals per payment method for tracking and reporting
• Linked payment transactions to invoices, Void or Refund Credit card transactions

eCommerce Payments and Manual Card Input (Virtual Card Terminal)

Steersman Odoo Feature: Credit Card eCommerce allows users to manually input credit card information when charging sales orders, as well as provide a virtual terminal to process web payments for customers through the portal. This virtual terminal can also generate a saved payment token, provided the customer has authorized it for later use.

Connect Physical Card Terminals

A business with one or more retail stores will benefit from Steersman’s Odoo Feature: Credit Card Terminal. Our module allows multiple physical card terminals to be connected to the database. It is compatible with our Workstations feature, which is designed to enable you to configure a card terminal for each workstation designated for use at the registers. If authorized by the customer, our physical card terminals can also generate and store a saved payment token in the vault for use in later transactions.

ACH Payments

Our feature: ACH Payments allows businesses to accept ACH payments for online orders as well as store ACH credentials for later use. This payment feature is also available for the backend when sales users are processing payments.

Generated Saved Payment Tokens

These payment features have the ability to store payments to use in the vault. Each payment token is stored on the customer’s contact for later use.

These payment tokens can also be generated at the customer contact level, on a card terminal, through the virtual terminal by manually entering the credit card information, or for ACH credentials. The user or customer simply needs to check the Store in Vault option.

Cash Payments

Odoo provides a Cash payment acquirer by default, allowing users to record cash payments for invoices and orders. Steersman has enhanced this payment method to work with our enhancements to the payments capabilities in Odoo. When charging a customer, your cashiers will be able to select and input the amount of cash tendered, as well as calculate the change to be returned to the customer. Each cash register can be set up to route all cash transactions into a specific journal. Steersman also supports procedures for opening and closing the cash drawer.

Check Payments

Check payments are also provided by Odoo out-of-the-box; however, Steersman’s enhancements allow cashiers to enter information in the memo field of the check. Each check drawer can be routed into a specific journal or shared journal for each store.

Linked Transactions to Invoices - Refund or Void Card Transactions

When the customer pays using a card, Steersman’s payment features will link the transaction to the invoice(s) and provide the ability to either VOID or REFUND the card transaction, depending on the case.

Our payment transaction records important information in case a payment in Odoo needs to be traced back to the payment portal for the acquirer, such as the type of acquirer, amount, and the last four digits of the token used to process the payment.

Pay Multiple Invoices at Once - Apply Open Credit Memos

Our payment method enhancements allow users to charge a customer directly on a sales order, on invoices, or from the customer contact through our Charge screen, which we provide. Our module groups all available payment methods into one place, allowing cashiers or salespeople to record how they are receiving payment from the customer. This includes the ability to use a saved payment token if one is registered to the customer.

Our charge screen has two main sections:

• Selected Invoices & Credit Memos
• Open Invoices & Credit Memos

The Selected section shows all invoices and credit memos that will be paid. When an open credit memo is applied, Odoo calculates the remaining due amount and charges the customer the difference. The payment will then be linked to both the credit memo and the invoice.

The Open section below shows all posted and unpaid invoices and credit memos along with their Due Dates. A customer can choose to pay multiple invoices at once, if desired. The salesperson will have the ability to select which invoices and credit memos will apply to the payment transaction.

Additional Optional Features

Other Steersman Odoo features available in our Business Suite of applications:

Product Cores Exchanges

Steersman’s Product Cores for Automotive Sellers in Odoo feature can generate credit memos for returned cores. These core credits will appear in the list of open invoices and credit memos when charging transactions, so that B2B customers can process a core exchange.

Sales Order Deposits

Our Advanced Odoo Deposits feature enables the collection of a deposit and its allocation across multiple invoices for both delivered and drop-shipped products. Additionally, taking cash pre-payments from a customer at the register will automatically generate an invoice to represent the deposit. This feature works with payment terms set on a sales order or invoice, which determines whether our charge screen for payment enhancements will automatically appear, allowing a cashier or salesperson to record a payment.

POS Style Sale Order Management

Steersman’s Odoo Feature: POS Style Sale Order Management was designed for B2B distributors and retail chains to process sales orders with multiple delivery methods and has combined the quick and simple interface needed for POS orders with the advanced features and configurability of the sales order in one place.

Auto-Print Invoices and Receipts from the Charge Screen

Our added payment enhancement enables auto-printing of invoices, related credit memos, and payment receipts when the payment is confirmed after running a transaction from the charge screen.

TaxJar-Certified Sales Tax Integration for Streamlined Sales Management

Steerman’s Feature: TaxJar-certified Sales Tax Integration for Odoo simplifies tax rate lookup and allows for optional submission of invoices to TaxJar. Our TaxJar app also supports filing sales tax reports in the USA for in-store, over-the-phone, via EDI, and online orders, including sales orders, invoices, and credit memos.