Point of Sale: Odoo 16 Community Book

Point of Sale

Point of sale is an important part of Odoo software. It is very much useful and good assistance to manage and control daily transactions in sales and processes in the shops and restaurants. The module helps you in maintaining virtual shops as well. The module can be used from ipad, desktop, or many other smartphones very easily. It can manage all the records of every transaction in the sales process and related programs properly. The module, with its simple and easy-to-use interface, helps the users to integrate it with other modules, such as inventory and accounting. With the help of this module, it can connect its retailing operations with Odoo software. The advanced tools help the module to regulate the functions in a shop or restaurant. The module can be worked offline as well.

The retail process can be easily done with the help of the Point of Sale module under the Odoo ERP Software. The operations in shops, restaurants, or bars can be done using this module. The point of sale option will be provided from the Configuration menu. The window will show all the configured point of sale operations in a list form.

The page includes details, such as point of sale operation and the name of the company. The page can be seen in the Kanban view as well. To make a similar kind of operation, go to the Create icon provided.

Here, you have to mention the name for the point of sale. You can trigger the multi employee per session, ePos printer, and IoT box options. More other options will be available in the settings option under the configuration menu.

You have an option of a bar/restaurant to trigger. You will get further options, such as floors and tables, kitchen notes, early receipt printing, bill splitting and kitchen printer options in the Settings menu of the Point of Sale module. The Floors and tables option allows you to provide particular designs to floors and decide various orders to tables.

The options under the PoS interface are floors and tables map to design the floors, kitchen notes to include internal notes on particular orders for the purposes in kitchen, early receipt printing to permit receipt before the process of printing, allowing bill spitting to divide the total order lines, and kitchen printers to print the orders, which is available at the kitchen, at the bar, restaurant, and many more.

You will also get the options, such as restricting categories to select the product category which are available, large scroll bars to empower the navigation for the purpose of imprecise the industrial touchscreens, and margins and cost option to showcase the margins and cost of information on a product.

Under the IoT box, when you trigger it, you will get further options, such as an Iot box IP address, barcode scanner/ card reader, electronic scale, receipt printer, and customer display options to activate. You can also activate the ePos printer option to connect the device with your PoS without the help form the IoT box. To get further options, you can go to the settings option on the configuration menu, which will give the options as follows.

Under the Accounting tab, you will get opinions, such as default sales tax, where you can see sales tax for the particular product. There is an option of flexible tax to trigger and a fiscal position to trigger as well.

Under the Pricing tab, you can activate the flexible price lists, price control, line discount, promotions, coupons, gift cards, and loyalty programs to activate. Product price can be set as tax excluded price or tax-included price. You may also trigger the global discount option.

Under the Bills and receipt option, you can activate the custom header and footer option in order to include custom messages to header and footer. The automatic receipt printing option helps you to take the printouts of the receipt on their own when the payment is registered. You can make use of the QR code on every ticket, which helps you to define a QR code on each ticket to permit the user to easily ask for the invoice of the order that they have done.

Below the Payment tab, you have various payment methods that can be selected. You can trigger the cash rounding option to explain the small coinage of currency, which is made used for paying the invoice. You can even set a maximum difference, which permits a difference between the expected and counted cash when the session is closing. You can set tips for the customer or convert the cash change tips.

Now, under the Sales tab, you can provide the sales team, by which the sales will be reported to the following sales team. Similarly, the down payment product option helps to apply the product when the down payment is made.

With the help of the Accounting tab, you can add the operation type. On activating the allow ship later option, you can sell products and deliver them later You can make use of the barcodes as well. You can also activate journal entries. On completing all these processes, you can go to the Save icon.