Odoo Point Of Sale(POS ) is an all in one perfect solution when it comes to handling your Shops, Restaurant, Accounting and Sales. It has a comprehensible, user-friendly interface which can be used on iPads, tablets or laptops. Let’s find out how to use Odoo Point of Sale (POS) system.
Overview of Inventory for POS
To commence with Odoo Point of Sale (POS) let’s first set up our Inventory. Make sure you have installed the Odoo Inventory module
Once you click on inventory you will be redirected to the Inventory dashboard where you have Receipts (When you purchase, the incoming orders coming to your warehouse will be reflected),Internal Transfers (If you have multi warehouse at multiple locations), Delivery Order (You will see all the orders which have to be delivered. POS delivery is fully automated) and we have PoS Orders (where all the Point of Sale order will be tracked) .
To Configure a product drill up to the top menu items in Inventory, go to Master Data > Products which will redirect you to the products page where you can create your own product by triggering the Create button on the top.
Now you can fill in the details of the product as per your preferences and under the General Information tab you can fill in the basic details such as the sales price of the product, it’s making cost and much more.
Then if you switch to the Sales tab you have various options under Point Of Sale section which is explained below.
Available in POS: You have to enable it for your product to appear in Point Of Sale.
Category: It is used in Point Of Sale to categorize your product.
To Weigh With Scale: Here you can integrate your POS with the scale it comes in handy if you are pricing your product with a unit of measures such as gram, kilogram etc.
When you trigger the POS module you will be redirected to the POS Dashboard where you can view all the POS session going on in your Odoo system.
You have the Orders menu under that you have Orders, Sessions and Customers. Under Orders, you can access all the POS orders which were placed.
Under Sessions, you can track the active duration of your shop or restaurant.
Under Customers, you have all your customers with their information.
You have the Product menu under that you have Products, Product Variants and Loyalty Programs.
Under Products, you can access all the products which you have configured.
In Product Variants, you can access or add different variants of your products.
In Loyalty programs, you can set different loyalty rules and rewards for your loyal customers.
You can create your own loyalty program by triggering the CREATE button as you can have multiple loyalty programs running at a time. You can grant points to the customer based on Points per currency, Points per order, Points per product, and Points Rounding (here you can round up the points to the nearest range)
You can set rules for specific product or categories.The loyalty for that specific product or categories will differ and the rules you defined will be reflected.
The loyalty points can be redeemed through the Rewards section. Here you can grant your customer discounts or gifts for loyalty points.
There is also an option of Pricelist which needs to be enabled from Settings. Pricelist is something which you can attach to every single contact and can define your own pricing scheme. For more detailed information on pricelist click here.
Each POS session in the dashboard has its own configured settings. Just click on the icon in the corner and trigger Settings option which will redirect you to the settings page.
In the IoT Box section, you can enable IoT box if you have hardware devices to connect such as Printer, Scanner and much more. By enabling Barcode Scanner you can set barcodes to scan products.
In the Pricing section, you can enable Pricelist and set a shop or product specific Pricelist. By enabling the Loyalty Program, you can set the loyalty program which you have configured for your shop.
In the Payments section, you can configure your payment method.
In Bills & Receipts section, you enable Header & Footer and customize your bill by adding custom messages. With Invoicing you can print an invoice for your customer.
In the Inventory section, you have Stock Location where you can specify the location of stock used for the inventory.
If your store has a franchise, it will have its own inventory. In such cases, multi-warehouse comes into the picture. You can duplicate your enabled options and just update the new inventory for your franchise. The stocks of your franchise shop will be deducted from your updated Stock Location.
You can see the session for your 2nd shop also in the POS dashboard.
We are all set to start our POS session, you can do that by triggering New Session in POS. This will open your POS interface, where you will have different categories which you have specified for your products. You also have the Wifi button on the top. Even if you are offline your POS system won’t stop and when you are back online you will be able to sync all the information. Your internet connection won’t interrupt the POS session and also there won’t be any data loss.
By triggering the Customer button, you can set your Customer. Let’s take an example of tAzure Interior who wants to purchase Acoustic Bloc Screens.
In the above image, you can see that 20 points have been granted to him on the basis of the rule you defined in your loyalty program. If he wants to redeem the points, you can click on Rewards below to see if he is eligible for the rewards which you have defined earlier in your loyalty program.
In the above image 80 points have been deducted which you redeemed and got the Whiteboard Pen which was defined as the gifted reward.
Once all the above steps are completed, you can go for Payment by triggering the Payment button. You have to add the Tendered amount the customer paid and validate the payment by triggering the Validate button.
Once you Validate the payment, it will generate a receipt and you can see your customized header and footer. You can even print the receipt if you have a printer configuration. Lastly, you can trigger the Next Order option and continue with your POS processing.
In the orders section, you can view the order we just processed.
The above information is applicable if you want to use the Odoo Point of Sale system for a shop. If you own a restaurant and want a POS configuration for your restaurant, you can do that by configuring a new session by triggering the settings option which will redirect you to the setting page. Here you have to enable Is a Bar/Restaurant option. You can enable many different features such as Table Management, Orderline Notes, Bill Printing, Bill Splitting, Tips and much more.
When you trigger a New Session button, it will open the restaurant interface. You can see the small edit icon on the top right corner by triggering that you can customize the interface i.e. colours, text and much more as per your preference.
You have to just select the table and place your order. You can see smart buttons such as Notes, Transfer, Guests, Bill, Split and Order.
With Notes, you can add a note such as instructions for kitchen staff.
You have the Transfer option if you want to transfer your order to some other table. In the below image your order has been transferred from table T3 to T4.
Guests option allows you to specify the number of people accompanying the guest.
You can process the bill by triggering the Bill option
By using the Split option you can split your bill and select the item for which specific individual has to pay.
If your system is integrated with the printer then by triggering the Order button you can directly send your order to the kitchen printer.
Lastly, you can process the payment and the customer can even give a tip by triggering the Tip button. Once all the steps are completed, you can validate the payment by clicking the Validate button.
This guide helps you to understand the default POS software offered by Odoo. The default Odoo POS module can be customized to suit the requirements of different industries and there can be a customised module for each specific industry like Odoo POS for Pharmacy, Odoo POS for Gym, Odoo POS for Spa. If you want to know how to customize Odoo Point of Sale (POS).
for your business, you can contact an experienced Odoo implementation partner like Bista Solutions who can customize the modules as per your business requirement. If you need any assistance or customization for your Odoo Apps you can schedule a demo with us using this Contact Form or email us at firstname.lastname@example.org