CREATE YOUR FIRST POS SESSION
Odoo Restaurant lets you quickly overview your restaurant and jump from floor to floor to your table's orders. The floor plan will tell you exactly where are your customers, where are the free tables, who is still waiting for food, how much room do you have left and many more.
- Fully customizable floor plan
- Supports multiple POS
- Floor plan entirely optional
- Can be configured on a POS basis
General Configurations
Go to configuration->Point of Sale->Bar
Point of Sale Name: An internal identification of your point of sale. You can name your restaurant under this field.
Enable the option Is a Bar/Restaurant for configuring your POS.
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 bar according to their choice.
Table management: If your Shop is a bar/ restaurant you can activate this option in order to easily manage your shop floor and tables. Once you enable the option, the POS interface will look like the below image.
You can manage different floor and tables, order them in a seamless fashion.
- Order Line Notes: Order Line Notes is a unique feature in Odoo POS that enables the end user to give specifications to his orders. For example, if an end user gives an order and wants some further additional or extra ingredient, he can use his functionality in Odoo POS. By enabling this option, you can easily manage the order taking. Now we can see a new button in POS named Note.
If one has taken an order and the customer needs some more ingredients, he/she can make use of the Note button for this purpose.
You can add a note for each and every order line. After the addition of notes, the order will look like
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. For that enable the option Category pictures, this will display pictures of product categories in POS.
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.
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 Scroll Bars: This is used for the imprecise industrial touch screen. This helps in improving the navigation.
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.
Since we have set chairs as our initial/start category, 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
Under the IoT Box / Hardware category, you will find Barcode Scanner select it.
Add barcodes to product
Go to Point of Sale ‣ Catalog ‣ Products and select a 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.
Order Printer
To ease the workflow, printing the orders taken on the PoS interface right in the kitchen or bar can be a tremendous help. Order printers are used by restaurants and bars to print the order updates in the kitchen/bar when the waiter updates the order.
Each order printer has an IP address that defines the POS Box/Hardware Proxy where the printer can be found, and a list of product categories.An order printer will only update for products belonging to one of its categories.
Print the order in the kitchen/bar
On your PoS interface, you now have an ORDER button.
When you press it, it will print the order on your kitchen/bar printer.
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
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.
Use the loyalty program in your PoS interface
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 enabled in the settings, it will allow cashiers to reprint the receipts.
- Bill Printing: Allow to print the bill before payment.
You get a BILL button in the pos. Upon clicking it you can print the bill.
Bill Splitting: Enables the bill splitting in the point of sale.
Split a Bill
On your PoS interface, you now have a SPLIT button.