INVENTORY - Odoo 17 Enterprise Book

Orders

With the help of the Odoo 17, you can take orders and record them by beginning a new session. Similar to how we did in the Sales module, the Point of Sales module allows us to set the products, product variants, and product attributes for the PoS. In the Sales chapter of Odoo 17, we already went into great length about product configuration. You can refer to this chapter if you have any questions about how to configure a product in Odoo 17. Sales - Odoo 17 Enterprise Book Now, start accepting orders by clicking the New Session button.

You will then be directed to a new window where you must either scan your IDs or choose a cashier in order to enter the new store.

To sign in to a new session, you can use your employee badge or employee PIN Code.

The designated officer or HR will offer a special pin for each employee when creating their record in the Employees module, which may be used to log in to other platforms, including attendance and point of sale. It will be accessible via the Employee form view's HR Settings tab, as illustrated below.

You can access the PoS session by entering the PIN code provided below, or you can print your badge ID by clicking the Print Badge button. The Scan your Badge field accepts the Badge ID. Choose your name from the Select Cashier section and input the PIN if you want to log in using the PIN.

A pop-up asking you to set a starting balance at the PoS cash box will appear as soon as you start the new session.

The sum listed here represents the session's opening balance before the sales start. You can utilize the tiny money icon or just state the Opening Cash. When you click this, a new window will appear.

Here, you'll see the coin and bill values that have been set up on the backend. Here, you can choose how many of each currency you want to use, and the entire cost will be shown in the window. The Opening Cash will show up in the corresponding field after you click the Confirm button.

You can now start the session with this amount by clicking the Open Session button.

This is the PoS session's order interface. You can use the PoS Categories of the products, which are visible at the top of the screen, to acquire a list of products in a specific category. Otherwise, you can use the search bar to look for the needed product.

You can see the synchronization and connection status of the customer screen in the top right corner of the screen. Customers will check out on the consumer display via a second display.

You can utilize the LOCK button, which is highlighted in the picture, to lock the session. The session will end when you click Close Session.

From the Orders option, you may view all the orders made during this session. The date, receipt number, customer, cashier, total, and status of the orders are all displayed in the window.

Orders can be searched for using the Search bar, and you can filter the results using the options for All Active Orders, Ongoing, Paid, Payment, and Receipt. You can make a new order right from this window by selecting the New Order button.

You will find a menu specifically designed for entering the Cash In and Cash Out information.

In an emergency, the employees can find themselves with no choice except to steal money from the counter. To ensure transparency, it is crucial to enter the cash in and Cash Out information in the accounting when they return the money to the counter. Let's use an illustration to explain this. Imagine that a worker stole cash from the cash register to pay for travel. To enter the information, click the Cash In/Out option.

Choose Cash Out from this menu, then enter the employee's withdrawal amount. In the provided box, provide the explanation, then press the Confirm button. Odoo17 will log the Cash Out information. By selecting the Cash In button, once the employee returns the money, you can enter the sum on your counter.

Let's now examine the PoS ordering process. On the right side of the screen, a list of products will be shown along with their names, pictures, and prices.

You can choose the product from the provided list when a customer puts in an order, and it will be added to the billing session. You will receive the functionality indicated in the aforementioned graphic in the billing session, depending on how this PoS session is configured in the backend.

You can include a note in the bill by clicking the Customer Note button. Use the Refund button if the consumer requests a refund after making the purchase for a specific reason. Additional details on the ordered item are available by clicking the little Info button.

As seen in the figure above, it comprises the financial, inventory, replenishment, and order details.

To set the tax on the order, use the Tax field. If there is a Discount that applies to this order, you can select the corresponding button and specify the amount of the discount.

The amount of the discount will be applied to the order once you click the "Ok" button.

Use the Internal Note button to add any internal remarks to this order. To divide the cost, click the Split option. If the order includes multiple items, you can use this button to divide the cost and pay for each item separately. Bars and restaurants typically employ the Guests button. This button allows you to invite people to a particular table.

You can print off the bill by selecting the Bill button. The pop-up window allows you to enter printing information and print the bill as needed.

Use the Enter Code button to specify any gift cards or discount coupons that the client may have, and the offer will be added to the order. Likewise, the Reward button will display any rewards that this client is eligible to claim.

You can choose the customer for this order by using the Customer field. The snapshot above depicts the client list that is currently available. You can choose your client from the provided list.

If the customer record is not present, you can use the Create button to create a new customer. The customer you've chosen will be fully described when you click the Details button.

This information comprises the client's Name, Picture, Street, City, Postcode, State, Country, Language, Email, Phone, Mobile, Barcode, and Tax ID. To learn more, click the More Info icon.

Use the associated button to view the Quotation or Sales Order associated with this order. Additional buttons for setting the quantity, percentage discount, and price of the items added to the order will be available.

Click the Payment button to start the payment. As seen below, Odoo takes you to the payment window.

On the left side of the screen, you can see the Payment Methods that are accessible for the current POS session. Choose a payment method that will work for the customer's request. The appropriate Summary will be provided in the given box after choosing the payment option. You can see the customer's name on the right side of the screen. To create an invoice for this order, click the Invoice button. The tip can be entered using the Tip button if the consumer wants to leave the employee any tips. If a consumer wishes to place an order for a product now and have it delivered later, they can use the Ship Later button.

The Remaining Change and Total Due will be displayed on the payment screen. You can validate and confirm the payment using the Validate button. Odoo will ask you if you want to receive the receipt and invoice after you validate the payment.

Using the Print Receipt button, you can print the receipt. The receipt and invoice may also be delivered to the client via email. The order is finished after the receipt and invoice have been sent.

To end the current PoS session, click the Close button located in the top right corner of the screen. You will see the specifics of the closing session in a pop-up window when you click this button.

It contains the Payment Methods used to record customer payments as well as the history of the payment information for that specific day. The Opening Cash for the session is displayed in the Expected amount. You can enter the entire amount taken in from today's sale in the Counted area. It is the session's final balance. You can use the money icon to help you figure out the total using the selected coins. The difference between the session's opening cash and closing balance is displayed in the Difference section. Use the Add a Closing Note box to add a note before the session is finished. Press the Close Session button now.

Odoo will ask you to accept the payment difference if there is any difference reported in order to post a profit/loss journal item in your accounting. Let's press OK and observe what happens. The meeting is now over. You can choose the Profit and Loss reporting option in the Accounting module.

The session's difference will be recorded in the Cash Difference Gain account and treated as income in the profit and loss report. The record for the cash discrepancy discovered during the counting can be seen in the General Ledger of this account.

This is how Odoo manages various PoS sessions.

The Orders menu of the PoS module's backend will show a complete list of all orders.

The Order Reference, Session, Date, Receipt Number, Customer, Employee, Total, and Payment Status are all displayed in the list view. You can also view this window at your convenience in Kanban and Pivot. You may organize the orders based on Session, Cashier, Customer, Status, and Order Date. Invoiced, Posted, and Order Date are the window's default filters. To create new sorting choices, use the Custom Filters and Group by options.

Choose the Sessions option from the Orders menu to access the Sessions history. This window will display the Session ID, Point of Sale, Opened By, Opening Date, Closing Date, and Status.

You will see My Sessions, In Progress, and Opening Date as default filters.

By Point of Sale, Opened By, Status, Opening Date, and Closing State, the sessions can be divided. You can click on a session to gain more details, and then a form view will appear, as seen below.

You may find information about the total number of Orders, Pickings, Payments, Journal entries, and Cash Register in the smart buttons. The session status is displayed in the window's upper right corner.