Point of Sale: Odoo 16 Community Book

Dashboard

The dashboard of the point of sale module will have all the records of the sessions conducted in the module. The option helps to keep track of the cash flow of every operation. You can easily make such a session in the point of sale module. Later, you can easily operate those sessions in the sale page itself. According to our needs, the session can be stopped or paused.

From this given list, you can go for any of these in order to perform a session in the point of sale module. On selecting a particular one, a new window will open.

As on the image, on the right side, you will get the product along with the price of the product. You can even put them in the cart if required. You are able to buy how much you want according to your wish and those selected will be available on the left side of the page. When you are done with selecting the product, then you can include new customers by selecting the Customer option.

On doing so, you will get a list of customers, and with the help of the search option, you can search for the required customer. On the page, you can see the details, such as the name, address, phone, and email address of every customer.

With the help of the Create icon, you can make a new customer very easily. On selecting the Create icon, a new window will open.

On the customer creation page, you can provide the name of the customer, a profile photo on the image space, street, city, postcode, state, country, language, email, phone, mobile, barcode, and tax ID, respectively. Finally, go to the Save button to get these details added to the new list. On adding the newly created customer, the previous page with the list of customers will be visible. There you will get the Payment option, as shown below.

On selecting the option of Payment, you will be directed to a page.

Here, you can make use of the payment methods provided. Among them, the one which is preferred can be selected. On completing the selection of the payment method, you can select the Validate option, as marked in the above image. With the help of the Invoice option, you can create invoices very easily.

Here, you can make use of the Print Receipt option. The invoice can be easily sent to the customer with the help of the Send icon provided in the window. These are the basic steps to be followed on the Point of Sale operations.

Using promotion programs, companies can easily enhance sales. With the help of such promotion programs, companies can have their new customers and, thereby, new sales orders. Within the Odoo ERP, you have various kinds of promotion programs for the purpose of sales marketing. The option of a promotion program is available under the Products menu.