Odoo 14 Community Edition

POS Dashboard

In the Odoo POS module, the POS operations can be conducted as a customized and well-organized session. These POS sessions will help you to track cash flow on your each sales operation and this simple user-friendly interface allows you to easily operate and run multiple POS sessions. You are also able to pause and stop a session based on your requirements.

Moreover, the Odoo POS module can be easily integrated with all other modules in the Odoo such as Sales, Purchase, Inventory, etc will help you to conduct the POS operations effectively.

You are possible to view all the created POS sessions in the POS home dashboard. The image of the POS dashboard is depicted below.

Odoo Community Edition Book

For running the POS sessions, you can select the respective POS being described in the home dashboard. From this window, you can either select a new session or can resume the existing one. In addition, the sessions can be closed by selecting the close icon available in each session.

Upon selecting the respective session to resume or start new, it will start to load the respective session operations. This will take a few more seconds to load the operations. After loading has completed, you will be depicted with a window as depicted below.

Odoo Community Edition Book

In the right portion of the window, you can view all the products described along with the unit prices which are related to the POS operations. You have the provision to select and attach the required product by clicking on them and it would be added to the cart. This will be displayed on the left portion of the window. You are also able to add the same product in multiple quantities. This can be done by selecting the same product again. There must be some situations when the customer wants to cancel any product that he/she ordered. In these cases, the seller can delete the order by selecting the backspace button.

To allocate customers, you can select the customer icon available on the billing section of the window. On selecting the Customer icon, you will be navigated to the customer selection window. You can select the customer from the list available if the customer is a regular person. In the customer list, you can view all the described customers along with their contact information such as Address, Phone number, and email ID. In the window, you have the Search customers option for easily accessing the respective customer if the list is a long one. You can view the customer window in the below image.

Odoo Community Edition Book

If the customer is a new person, you can select the create option available on the top right corner of the customer window. On selecting the Create icon you will be directed to the pop-up window as depicted below.

Odoo Community Edition Book

In this customer creation window, you can provide the customer name and the image. Then you can allocate the Street, City, Postcode, along with the State, and Country. Moreover, the Language can be selected along with the Email, Phone number, Barcode, and Tax ID can also be provided. After providing all the required data, you can save the details by selecting the Save button available. After saving your newly created customer you can select the Set Customer icon available on the window as depicted in the below image.

Odoo Community Edition Book

Now you can view the customer details set on the payment section of the session window as shown in the below image.

Odoo Community Edition Book

If the customer is set, you can now move on to the payment section by clicking on the payment option available in the POS sales menu.

Odoo Community Edition Book

On selecting this Payment icon you will definitely be taken into a new window as depicted below where you can conduct the payment procedures either by Cash or Bank.

Odoo Community Edition Book

On selecting the payment through cash or bank you have to specify the amount being provided and after verifying it, you can select the Validate option available on the top right corner of the window.

Upon selecting the Validate icon, you will be showcased with the following window where you can verify the sales invoice and can send the invoice through an auto-allocated auto-allocated email as per the description provided in the customer information.

Odoo Community Edition Book

Moreover, you can take the print of the receipt by selecting the Print Receipt option available. We made a detailed analysis on POS operations and now let us move on to the restaurant POS session of this module.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

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Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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