Point of Sale

Configuration:

Install POS Application

Go to Apps --> Point of Sale and install the app.

After installing the POS App, the next action is populating the Product Database.

PRODUCTS

Configuration:

Go to Point of Sales->Products->Products

Odoo will enlist a set of pre-configured products. However, one can create a product depending on the business requirement. Click the CREATE button to configure new products.

Upon clicking the CREATE button, you will be navigated to a new create form like below.

All the fields under this form is very important

• Can be sold: Tick this to get your products listed in sales.
• Can be Purchased: Tick this to get your products listed in purchase.
• Can be Expensed: Specify whether product can be selected in an expense.
• Can be Rented: Allow renting of this product.
• Sell on eBay: If you desire to sell the product on eBay.

Fields under General Information Tab

• Product Name: It is the name which will be displayed on all other screens that refer to this specific product.
• Product Type: When creating the product, pay attention to the Product Type field, as it is important. There are three available product types in Odoo: Stackable, Service and Consumables. Products that are set as Stackable or Consumable will allow you to keep track of their inventory levels. These options imply stock management and will allow for receiving these kinds of products. Conversely, products that are set as a Service or Digital Product will not imply stock management, simply due to the fact that there is no inventory to manage. You will not be able to receive products under either of these designations.
• Product Category: The field defining the category of the current product.
• Internal Reference: For the most part, Odoo utilizes the Product Name field and the description when displaying product information. It is very common that a company may have a coding system for its products. The Internal Reference field is useful to enter an alternative product code or number for the product in that case.
• Barcode: Especially, when the number of products is more, the probability of human error also increases. Now smartly and effortlessly add/update product quantity by scanning product barcodes while receiving or delivering products in your Odoo.
• Version: Current version of the product.
• Sales Price: The price at which the product is sold to the customers.
• Customer Taxes: Default taxed used when selling the product.
• Tax Cloud Category: This refers to TIC (Taxability Information Codes), these are used by TaxCloud to compute specific tax rates for each product type. The value set here prevails over the one set on the product category.
• Cost: Cost used for stock valuation in standard price and as a first price to set in average/FIFO.

Fields under Variants Tab

You can add the attribute and attribute values for the particular product. In the event that you click on the attributes button, you will get a drop down rundown with attributes. One can likewise include new characteristics or attributes via clicking the choice CREATE AND EDIT.

One can without much of a stretch set the attribute type, attribute values, in Odoo.

Upon clicking CONFIGURE VARIANTS BUTTON on top right left, you are navigated to a new window like below:

Here, you can add the value price extra for the variant (extra price variant with this attribute value on sale price).

Exclude for: By adding the field we make this attribute value not compatible with other values of the product or some attribute values of optional and accessory products.

Fields under Sales tab

• Invoicing Policy:
  1. Ordered Quantity: Invoice quantities ordered by the customer.
  2. Delivered Quantities: Invoice quantities delivered to the customer.
• Re-invoice Expenses: Expenses and vendor bills can be re-invoiced to a customer. With this option, a validated expense can be re-invoice to a customer at its cost or sales price.
• Subscription Product: If set, confirming a sales order with this product will create a subscription.
• Email Template: Send a product specific email once the invoice is validated.
• Optional Products: Optional products are suggested whenever the customer hits the ”Add to cart .”
• Sales Description: A description of the product that you want to communicate to your customers. This description will be copied to every sale order, delivery order, customer invoice/credit note.

Fields under E-commerce Tab

• Website: Restricting the product publishing to the defined website.
• Website Sequence: Determine the display order in the Website E-commerce.
• Categories: The product will be available in each mentioned E-commerce category. Go to shop>Customize>and Enable ‘E-commerce categories’ to view all e-commerce categories.
• Alternative Products: Alternatives to your customer (upselling strategy). Those products show up on the product page.
• Accessory Products: Accessories show up when the customer reviews the cart before payment (cross selling strategy).
• Styles: Determines how shall be displayed in the website. For instance, full image/ sales ribbon and so forth.
• Extra Product Media:

Under Point of Sale Tab

Available in POS: Tick the option, if you want this product to appear in the point of sale.

To Weight with Scale: Check if the product should be weighed using the hardware scale integration.

Under Purchase Tab

• Reordering: Procurement: Create a draft purchase order- Based on your product configuration, the system will create a draft purchase order. Propose a call for tender-If the purchase requisition module is installed and this option is selected, the system will create a draft call for tender.
• Vendor Bills: Vendor Taxes- Default taxes used when buying the product.
• Control Policy: On ordered Quantities-Control bills based on ordered quantities. On received
• Quantities-Control bills based on received quantities.
• Purchase Descriptions: This note is added to purchase orders.

Under Inventory Tab

• Route: Depending on the module installed, this will allow you to define the route of the product. whether it will be bought, manufactured, replenished on order etc.
• Manufacturing Lead Time: Average lead time in days to manufacture this product. In the case of multi-level BOM, the manufacturing lead times of the component will be added.
• Customer Lead Time: Delivery lead time in days. It is the number of days, promised to the customer, between the confirmation of the sale order and the delivery.
• Product Location: The stock location will be used instead of the default one, as the source location for stock moves generated by manufacturing orders.
• Inventory Location: The stock location will be used instead of the default one, as the source location for stock moves generated when you do an inventory.
• Logistics: Here, you can give away the Weight, Volume, HS Code: Standardized code for international shipping and goods declaration. At the moment only used for FedEx Shipping Provider. Also you can assign the Responsible: The user will be responsible of the next activities related to logistics operations for this product.
• Packaging: Gives the different ways to package the same product.
• Description for Delivery Orders: This note is added to Delivery Orders.
• Description for Receipts: This note is added to receipt orders.
• Income Account: Keep this field empty to use the default value from the product category.
• Expense Account: Keep this field empty to use the default value from the product category. If anglo-saxon accounting with automated valuation method is configured, the expense account on the product category will be used.
• Price Difference Account: This account is used in the automated inventory valuation to record the price difference between a purchase order and its related vendor bill when validating this vendor bill.

PAYMENT METHODS

Once the desired set of products are configured for the POS, the next element to assemble is payment methods. To configure different payment methods for your point of sale, Go to POS> Configuration> Payment Methods.

You will be navigated to a new window like below:

Upon clicking the CREATE button, you can configure a new payment method for your POS.

Here, you can name the new PAYMENT METHOD. Other fields include:

• Intermediary Account: Account used as counterpart of the income account in the accounting entry representing the POS sales.
• Split Transactions: If ticked, each payment will generate a separated journal item. Ticking that option will allow the closing of the POS.
• Payment Terminals: Record payments with a terminal on this journal.

If you go to point of sales configuration settings, under payment terminals you can see different payment terminals. Upon selecting these payment terminals say the Vantiv, Adyen, SIX, Ingenico, all your transactions will be processed through these terminals.

POS CONFIGURATION FOR RETAIL

Go to Point of Sale> Configuration > Point of Sale and select Point of Sale you want to configure.

Since we are configuring point of sale for retail shop, select SHOP as your choice. And click CREATE button to configure your shop.

From this page, one can define all the settings for the shop. Let us look one by one.

Firstly, you can give an internal identification for your point of sale under the field Point of Sale Name.

Later you can specify if it is a bar or restaurant via ticking the option.

Login with Employees

Via ticking this, Employees can scan their badge or enter a PIN to log in to a PoS Session. These credentials are configurable in the HR setting tab of the employee form.

CONFIGURING YOUR ORDER INTERFACE

One can configure the POS shop according to their choice.

Category Pictures: In your shop, there may be the different category of products. In order to make your POS interface more user-friendly and attractive, you can add category images. Upon ticking the option, the product categories will be displayed with the pictures in POS.

Virtual Keyboard: One can use a virtual keyboard for touch screens by enabling this option. Don’t enable this option if you take orders on Smartphone or tablets. Because, the devices are already benefited from native keyboard.

Large Scrollbars: This is used for the imprecise industrial touch screen. This helps in improving the navigation.

Restrict Available Product Categories: Upon selecting this option, the point of sale will only display products which are within one of the selected category trees. If no category is specified, all available products will be shown.

Set Start Category: In other words, initial category. The point of sale will display this product category by default. If no category is specified, all available products will be shown.

As soon as you open the session, you will see the chairs as the first option in the available products list.

CONNECTING TO EXTERNAL DEVICES

Via enabling the options underneath, your database can be connected to useful hardware like the barcode scanner and IOT box devices.

Using Barcode in POS

Using a barcode scanner to process point of sale orders improves your efficiency and helps you to save time for you and your customers.

Configuration

To use a barcode scanner, go to Point of Sale ‣ Configuration ‣ Barcode Scanner

Adding barcodes to product

Under the general information tab, you can find a barcode field where you can input any barcode.

Scanning products

From your PoS interface, scan any barcode with your barcode scanner. The product will be added; you can scan the same product to add it multiple times or change the quantity manually on the screen.

CONFIGURING TAXES

CONFIGURING PRODUCT PRICING

Default Pricelist: The pricelist used if no customer is selected or if the customer has no sales pricelist configured.

Advanced Pricelist: If selected, one can set shop-specific prices, seasonal discounts, etc.

Product Prices: Here you can specify the product price on receipt should either the tax excluded price or tax included price.

Global Discounts: If ticked the option, one can allow global discounts on orders.

CONFIGURING LOYALTY PROGRAM

Loyalty Programs: Loyalty programs such as customer rewards, free samples to use for this point of sale.

Configuration

To activate the Loyalty Program feature, go to Point of Sale-> Configuration -> Pricing -> and loyalty program. Under the Pricing features, select Loyalty Program

From there you can create and edit your loyalty programs via clicking the Loyalty Program.

A creation form will appear like below:

You can decide what type of program you wish to use, if the reward is a discount or a gift, make it specific to some products or cover your whole range. Apply rules so that it is only valid in specific situation and everything in between.

The field includes:

Loyalty Program Name: An internal identification for the loyalty program configuration.

Points per currency: How many loyalty points are given to the customer by sold currency?

Points per order: How many loyalty points are earned for specific product/categories?

Points per product: How many loyalty points are given to the customer by products sold?

Points rounding: The loyalty point amounts are rounded to multiple of this.

Rules: Rules change how loyalty points are earned for specific products or categories.

Rule Name: An internal identification for this loyalty program rule.

Rule Type: Does this rule affect products, or a category of products.

Target Product: The product affected by the rule.

Points per Product: How many points the product will earn per product ordered.

Points per currency: How many points the product will earn per value sold.

Cumulative: The points won from this rule will be won in addition to other rules.

• Rewards: Reward the customer with gifts or discounts for loyalty points.

Reward Name: An internal identification for the loyalty reward.

Reward Type: The type of reward.

Point Cost: The cost of reward.

Minimum Points: The minimum point of reward the customer must have for qualifying this reward.

When a customer is set, you will now see the points they will get for the transaction and they will accumulate until they are spent. They are spent using the button Rewards when they have enough points according to the rules defined in the loyalty program.

You can see the price is instantly updated to reflect the pricelist. You can finalize the order in your usual way.

Price Control: If selected, only users with manager access rights for POS app can modify the product prices on orders.

CONFIGURING YOUR PAYMENT METHODS

To add a new payment method for a Point of Sale, go to Point of Sale ‣ Configuration ‣ Go to the Payments section and click on the link "Payment Methods".

Upon clicking the payment method link, you will be directed to a new window like below:

One can create a new payment method via clicking the CREATE BUTTON on top.

• Intermediary Account: Account used as counterpart of the income account in the accounting entry representing the POS sales.
• Split Transactions: If ticked, each payment will generate a separated journal item. Ticking that option will allow the closing of the POS.
• Payment Terminals: Record payments with a terminal on this journal.

Cash Control

Cash control is a built-in option in Odoo POS, which allows the user to check the amount in cash box at the beginning and end of each session. As it is a default feature, there is no need for extra apps or plugins to install.

Configuration

Go to Point of Sale -> Configuration-> Payments section and click on the link "Cash Control".

CREATE: DEFAULT BALANCE

Once you have enabled the ‘Cash Control’ option, a new section will appear under that option where you can provide the coins or bills in the cashbox. Click on CREATE to add a bill or coin. You need to provide the coin/bill value and the number of coins/bills. The subtotal will be automatically updated.

Based on the coins or bills we add; the opening balance will be updated automatically.

BILLS AND RECEIPTS

Use the Bill Printing feature to print the bill before the payment.

Order Reference: Order sequences are automatically created by Odoo. However, using this feature one can customize the reference numbers of the orders.

Header & Footer: Via clicking this option, one can add custom message in the header and footer of the bills/receipts.

Automatic Receipt Printing: If enabled the option, the receipt will automatically get printed at the end of each order.

Reprint Receipt: If the option is enable in the settings, it will allow cashiers to reprint the receipts.

Invoicing: If it is ticked, enables the invoice generation from the pos itself.

Invoice from POS interface

Firstly, select a customer. Then go to session interface and use customer button.

One can either select an existing customer or create a new one.

Upon selecting the customer, you will be provisioned to fill in customer form.

Invoice your customer

From the payment screen, use the invoice button and validate it.