MOP (Mode of Payment) Accounts
Navigation: Shell18 > CVGo Configuration > MOP & Accounts
This is the most critical setup step. Each CVGo Mode of Payment must be configured per-branch with the correct journals and automation settings before posting data.
How MOP accounts get created
MOP accounts are auto-created during validation the first time CVGo data containing that payment method is processed for a branch. You don't create them manually.
When auto-created, a MOP account is flagged Configured = False and blocks posting until you review it and click Mark Configured. This guard prevents accidental misposting under default settings.
Per-branch MOP accounts
The uniqueness constraint is (name, company_id), so each branch has its own copy of every MOP. For example, "Cash" exists once per branch, with each branch's own sales journal, payment journal, and partner.
Configuring a MOP account
- Open each MOP account
- Configure:
| Field | Description | Example |
|---|---|---|
| Name | Auto-populated from CVGo (read-only) | Cash, Shell Fleet Card |
| Branch | The branch this MOP belongs to | TPLE-Rosario |
| Transaction Type | Cash or Charge | Cash for cash sales, Charge for card/account sales |
| Posting Mode | How SOs are created | Detailed = 1 SO per transaction; Summarized = 1 SO per shift/MOP |
| Sales Journal | Journal for sales invoices (filtered to the branch) | "Customer Invoices" |
| Payment Journal | Journal for payments (filtered to the branch) | "Cash" or "Bank" |
Both journal fields use check_company=True — Odoo enforces that the chosen journal belongs to the same branch as the MOP.
Automation settings
| Setting | What it does | Recommended |
|---|---|---|
| Auto-confirm SO | Automatically confirms sales orders after creation | Yes for all MOPs |
| Auto-confirm Invoice | Automatically creates and posts the invoice | Yes for all MOPs |
| Auto-confirm Payment | Automatically registers payment for the invoice | Yes for Cash; No for Charge |
| Auto-confirm DR | Automatically validates delivery receipts | Yes for all MOPs |
| Auto-confirm CN | Automatically creates credit notes for refunds | As needed |
| Refund Vendor | Vendor partner for refund credit notes | Required if Auto-confirm CN is enabled |
:::warning Cascading auto-confirms If Auto-confirm SO is turned off, all downstream automation (invoice, payment, DR) is also disabled — those fields become hidden. :::
Detailed vs. Summarized Posting
| Mode | Behavior | Best For |
|---|---|---|
| Detailed | Creates one Sales Order per CVGo transaction. Each fuel or shop sale gets its own SO. | Charge accounts (need per-transaction tracking) |
| Summarized | Groups all transactions in the same shift + MOP into one Sales Order. | Cash sales (volume is high, individual tracking not needed) |
:::tip Example A shift with 200 cash transactions: Summarized mode creates 1 SO with aggregated lines instead of 200 individual SOs. :::
Mark Configured
After reviewing settings, click Mark Configured in the form header. This sets configured = True and unblocks the posting cron from picking up records that touch this MOP.