What is the use of Customer display in odoo 17 pos?
This customer display shows the orders that the customers have placed, in a second display. It consists of information such as product added, quantity, discounts applied on each product (if any), total amount, and if the customer has given a greater amount than the actual amount, displays the change, etc, all this information can be monitored by the customers with an external secondary display screen.
What is the use of the Preparation display in odoo 17 pos?
Orders to the kitchen for preparing the ordered food are shown in the Odoo 17 Preparation display. The user receives the Preparation display option under the Orders menu to view the Kitchen Display after turning on the Preparation display from settings. With this Kitchen Display, customers can easily monitor the status of their orders through the Order Status Screen and the Preparation Display, which shows the order's progress.
Is it possible to request the invoice from the customer's portal account?
Navigate to Configuration > Settings and turn on Generate a code for the transaction. The receipt then has a five-digit code on it. By utilizing this five-digit number, users can request an invoice for an order through the portal.
Why is there a QR Code on the receipt?
The user can quickly obtain the order invoice by scanning the QR code on the receipt. Only the QR Code will be visible inside the receipt if the Use QR Code on the ticket setting is activated in the POS settings.
How does odoo simplify the process of Receipt printing in the POS module?
Users of the odoo17 point of sale can automatically print receipts as soon as customers register their payments. To accomplish this, go to Configuration > Settings and activate the Automatic Receipt Printing option.
Do I have the ability to add the number of guests while booking a restaurant table for Odoo 17 POS?
Yes. while booking it will ask for the number of people
Can I choose which table needs to be reserved while booking a restaurant table?
Yes. In the appointment type for restaurant table booking, there is a configuration to choose resources (tables of the restaurant), say 'Assignment Method'. Choosing the assignment method 'Pick User/Resource then Time' or 'Select Time then User/Resource' allows you to choose the table while booking the table.
How the booking charge is handled while booking a restaurant table in Odoo 17?
In the appointment type for restaurant table booking, there is a configuration to choose, from under the ‘Options’ tab that says ‘Up-front Payment’, a check box. Enabling it allows to add up the payment provider for making payment for the restaurant booking in Odoo 17 POS.
How can I book a restaurant table with Odoo 17 POS?
Enable ‘Table Booking’ in the POS setting and save. Once you save it will allow you to add an appointment. With the help of odoo appointment module resources can be set up to choose like the tables of the restaurant.
can I reserve a restaurant table online in Odoo 17?
Yes, reservations are accepted for dining areas. Reservations for tables can be made online; to do so, select the Table Booking option in the Settings of the corresponding restaurant.
Is it possible to adjust the tax rate based on whether customers are dining in or opting for takeout?
Indeed, by turning on the 'Eat-in / Take-out' option under Restaurant Mode, we may apply separate tax rates to diners and takeaway clients. The tax rate for dine-in guests and takeaway clients will immediately adjust based on the Fiscal position added there.
Is self-ordering available in the Odoo 17 PoS module?
Indeed, to enable self-ordering, go to Configuration > Settings > Mobile self-order & Kiosk. Customers can then utilize self-ordering kiosks or services with ease.
What is the use of the Ship later option in Odoo 16 PoS?
Using the Ship later option in Odoo 16 the Products can be shipped later after the payment according to shipping policy and to enable this go to Point of Sale -> Configuration -> Point of Sale -> select any session -> Inventory -> Allow Ship Later.
Why is Open Product Info used in Odoo 16 PoS?
Open Product Info is a feature in Odoo 16 PoS that enables users to view all necessary product information when an optional product is added to the customer's basket and when clicking the small I icon from the products or info button straight from the Point of Sale session. To enable this feature, go to Point of Sale -> Configuration -> Point of Sale -> select any session -> PoS Interface -> Open Product Info.
How does the Odoo 16 PoS module allow a customer to add notes to an orderline?
Allowing customers to add notes to the orderline is a crucial aspect that must be addressed for better service; however, in an earlier version of the Odoo PoS module, only the restaurant management session had the option to do so. With the Odoo 16 PoS module, both retail and restaurant management sessions now have the option of customer notes, which allows customers to write notes on the orderline and have them appear on the receipt. To enable this, go to the Customer notes option.
What function does the Odoo 16 Point of Sale Customer Display option serve?
Customer Display is a feature added to the PoS session settings in the Odoo 16 PoS module. It allows customers to view or check what they are buying and can be enabled from the PoS session settings by going to Point of Sale -> Configuration -> Point of Sale -> any PoS session -> Connected Device -> Customer Display.
Is there a way to limit how many products may be loaded during a PoS session in the Odoo 16 Point of Sale module?
Yes, the Limited Products Loading feature in Odoo 16 PoS allows the user to load a limited number of products at the beginning of the PoS, which speeds up the Point Point of Sale session. To enable this feature, go to Point of Sale -> Configuration -> Point of Sale -> select any session -> Inventory -> Limited Products Loading.
What is the use of the Ship later option in Odoo 15 PoS?
Using the Ship later option in Odoo 15 the Products can be shipped later after the payment according to shipping policy and to enable this go to Point of Sale -> Configuration -> Point of Sale -> select any session -> Inventory -> Ship Later.
Is there any option to limit the loading of a product at a PoS session in the Odoo 15 Point of Sale module?
Yes, with Odoo 15 PoS the user has an option called Limited Products Loading to load the limited number of products at the opening of the PoS which in turn will speed up the Point of Sale session and to enable this go to Point of Sale -> Configuration -> Point of Sale -> select any session -> Inventory -> Limited Products Loading.
What is the use of Open Product Info in Odoo 15 PoS?
In Odoo 15 PoS a new feature is introduced called Open Product Info using which the user can see all necessary product information when a product with optional products is added in the customer cart, and upon clicking on the little i icon from products or info button directly from the Point of Sale session and to enable this go to Point of Sale -> Configuration -> Point of Sale -> select any session -> PoS Interface -> Open Product Info.
How can a customer add notes on the orderline with the Odoo 15 PoS module?
Allowing customers to add a note on the orderline is an important factor that needs to be taken care of for better service, in an earlier version of the Odoo PoS module only restaurant management session had the option to add notes to the orderline but with Odoo 15 PoS module it adds the option of Customer notes in both Retail and Restaurant management session, which allows writing notes for customers on orderline and also be shown in the receipt and to enable this go to Point of Sale -> Configuration -> Point of Sale -> select any PoS session -> User interface -> Customer notes.
What is the purpose of using the Customer Display option in Odoo 15 Point of Sale?
Odoo 15 PoS module adds a new feature in the settings of the PoS session named Customer Display which shows checkout to customers through a second display and also allows the customers to view or check what they are buying and can be enabled from the settings of the PoS session for that go to Point of Sale -> Configuration -> Point of Sale -> any PoS session -> Connected Device -> Customer Display.
Is it possible to choose the product attributes at the time of selling products through the Odoo 14 POS app?
Yes, by enabling the ‘product configurator’ in the point of sale settings, and when those products with dynamic attributes are selected in the POS machine for sale, it will ask to select the attribute.
Where can we set the employee credentials in Odoo 14?
Employee credentials are set under the HR settings of the employee form.
How can the bill be printed before payment in Odoo 14 POS?
Odoo 14 provides this feature to print bills before making payment for that n the point of sale settings under bills & receipts enable ‘Bill printing’.
How a new customer can be added to Odoo 14 POS?
New customers can be added from POS -> Orders -> Customers -> create. Add the customer details and save them.
How can the POS configuration in Odoo 14 be set?
Create a point of sale from Configuration -> point of sale and create. In addition, while creating you can decide the configuration POS whether it is a shop configuration or Bar/Restaurant configuration. Moreover, on enabling the ‘Is a Bar/Restaurant’ option it will follow restaurant configuration, or else it will follow shop configuration.
What is vantive and how can it be configured in Odoo 14 POS?
Vantic is a payment terminal used to process credit card transactions in the Point Of Sale. In addition, setting up a Vantiv configuration will enable you to allow payments with various credit cards (eg. Visa, MasterCard, Discovery, American Express, ...). After setting up this configuration you should associate it with a Point Of Sale payment method.
To configure vantiv go to POS -> Configuration -> Vantiv configuration and create. Furthermore, provide a name to the configuration and also add the merchant ID and password and save.
Additionally, to associate this vantiv configuration with a payment method, create a payment method from configuration -> Payment methods -> create a payment method. Then add the payment terminal in the payment method and add the created vantiv credential.
How the payment terminals can be activated and used in Odoo 14 POS app?
The payment terminal can be activated from the POS settings. Go to POS -> Configuration -> Settings -> Payment Terminals. Activate the required one and save it. Moreover, Odoo 14 provides terminals including Vantiv, Ayden, Six, and Ingenico. Once they are activated the payment methods like credit cards can be used with the payment terminals.
What is the advantage of using a barcode scanner in Odoo 14 POS?
The usage of barcodes will help to improve the effectiveness of sales and also it saves the time of the salesperson or cashier from manual entry. Moreover, you can enable the barcode option under the IoT box in your PoS settings and link it to a barcode scanner.
How customer invoices can be generated in Odoo 14 POS?
To generate customer invoices on customer requests in Odoo 14 enable ‘Invoicing’ in the point of sale settings and add the invoice journal.
How can the POS sales report be taken from Odoo 14?
The POS sales report will be available from Reporting menu -> Orders. Use the filter and group by the option to filter out data in the report.
How POS taxes can be created from Odoo 14 POS app?
From Odoo 14 POS itself taxes can be created. Go to POS -> Configuration -> Taxes and then create taxes.
How can the sales team be assigned to POS in Odoo 14?
In the point of sale settings, under sales reporting the sales team can be set. So all the sales are reported to the sales team.
How the Shop and Bar/Restaurant configuration in Odoo 14 POS differs?
The main difference in Bar/restaurant configuration includes floor management, table management, order printing at the kitchen, bill splitting, etc. In this configuration, we can analyze which all seats are available, which are filled, etc. Moreover, you can transfer orders from one table to another, etc. On the contrary in the shop configuration, the customers can buy products at attractive prices. Multiple customers/orders can be handled at the same time, product configurator, pos category picture can be set, etc.
Why do employees require a pin or badge to login into Odoo 14 POS?
If we did not provide any pin or badge to employees, any employee can log in to the POS. Moreover, to keep a record of information on which employee is logged in at which session, how many orders he/ she processed, the total sale he/ she created all need to be counted for the management while taking reports. Additionally, in a company's operations, each employee’s performance details are needed to collect accurately and precisely. Therefore, to make the secure transactions in POS each employee is provided with a PIN number or a by scanning their badge.
How can a salesperson login to the POS in Odoo 14?
Employees can log in to the point of sale with their pin or badge. Additionally, the pin or badge information is recorded in the HR settings of the employee.
How can the salesperson be assigned for a POS in Odoo 14?
In the point of sale settings, you can add the authorized employees. Add the employees who are responsible for operating the point of sale and save it. So while opening the POS session it will ask which employee is logged in.
Can we process multiple orders parallel in Odoo 14 POS?
Yes, multiple orders can be taken by clicking the orders at the top of the POS which will redirect to the orders and from there new orders can be created without removing the previous order.
How orders can be printed in the restaurant kitchen or bar using Odoo 14 POS app?
In Odoo 14 POS configuration Bar/Restaurant, under the connected device, there is an option ‘Order printer’ to print orders at the kitchen or at the bar. Moreover, add the printer to the required field and save it. So an ‘Order’ button will be available in the POS to order the items to the kitchen or bar.
Why are price lists used in Odoo 14 POS App?
Pricelists are another technique in Odoo to provide attractive prices for the customers on products, product variants, or on some product categories in a period of time or more to encourage customers to purchase more products.
How discounts can be given using price lists for customers in Odoo 14 POS?
From POS -> Products -> Pricelists, a new price list can be created for products with a discounted price. Then this pricelist can be assigned to the customers. Furthermore, when the customer is purchasing the product, it will be available at a discounted value.
How table management can be achieved in Odoo 14 POS?
Table management involves designing the tables on each floor. Therefore, enable ‘floors and table’ and from the POS -> Configuration -> Floor Plans, the table arrangement including a number of seats, its alignment, table shape can be done inside the floor plan itself.
How can the product return be processed in Odoo 14 POS?
Product return can only be possible when the session is opened in the POS. Further, take the order to return and click on the ‘Return’ option. Then edit the product or remove the products from the list till the product to return only remains in the list and click on payment to refund the payment and make the payment.
Moreover, once the return is processed, in the orders the returned order will be shown with a suffix ‘REFUND’.
How floor management is done in Odoo 14 POS restaurant/bar configuration?
In POS configuration Restaurant/Bar, enable the ‘Floors & Tables’ from point of sale settings to design floors and assign orders to tables. Furthermore, save changes and go to POS -> Configuration -> Floor Plans. In addition, you can create different floors for the POS, and table arrangement can be done from here itself and then you can assign the created floors in the POS.
What is Odoo 14 cash control in the POS app?
Cash control in Odoo 14 POS is for having control over opening balance and closing balance. While enabling the cash control you can define an authorized difference. So at the time of session closing the difference between the cash in the box and actual cash is greater than the authorized difference the salesperson is not able to close the session without contacting his manager.
In what all ways rewards can be provided for the customers in Odoo 14 POS?
The rewards can be given to customers in terms of ‘Discounts’ or ‘Free Products’.
Why is the Rescue session used in Odoo 14 POS?
Rescue sessions become active when a session is accidentally closed while POS is running online and it saves all your orders made during the closing of the session.
Is it possible to prevent changing the product price in Odoo 14 POS?
By enabling ‘price control’ in the POS settings, we can restrict price modification to managers only. So the internal user having access right as the user cannot change the price of the product. Additionally, at the same time, the administrator can change the price of the product.
How can the category image be added in Odoo 14 POS?
In the point of sale settings under the POS, interface enable the ‘category pictures’ and save it then, go to Configuration -> Category Product Categories and edit the category and category image. Thus the image for the category will be displayed at the point of sale.
How is the starting category if a POS machine can be set in Odoo 14?
In the point of sale settings of Odoo 14, the starting category can be set. Moreover, any of the categories from the restricted product category can be set as the starting category.
Is it possible to use the credit card in Odoo 14 POS?
Yes, to configure the credit card first you have to activate and configure the payment terminal. Now create the payment method and add the payment terminal and credentials. Furthermore, the payment method credit card can be added to the payment methods in the point of sale settings.
How the payment methods in Odoo 14 can be configured?
Payment methods can be created from POS -> Configuration -> Payment methods -> Create. Furthermore, in point of sale settings add the payment methods underpayments. Therefore, while making payment for the POS order all the payment methods will be shown, and can choose the required one.
How the order line notes can be added to POS orders in Odoo 14 restaurant configuration?
On enabling ‘Notes’ from the point of sale, a new button ‘Note’ will be available in the POS machine to add notes for the order.
Is it possible to print a receipt automatically once the payment has been validated in Odoo 14 POS?
Yes, to print the receipt automatically enable ‘Automatic Receipt Printing’ under the bill & receipts of point of sale.
How can the Company logo be inserted to the header of Odoo 14 POS?
Once the company logo is added to the company data while creating a company, that logo will be automatically fetched to Odoo 14 POS receipt.
How can the header and footer be added to Odoo 14 POS bill?
Go to the point of sale settings and under the bills & receipts enable header and footer allowing you to provide the field to add custom header and footer. Furthermore, the provided header and footer will be displayed in the customer receipt also.
Define Prefill payment option in Odoo 14 POS?
Prefill payment means once the POS order is confirmed and proceeds to pay the total amount to pay will be automatically filled in the amount field. Thus the salesperson needs to enter it manually and can save his valuable time.
How the navigation for the POS touch screens can be made easier in Odoo 14?
The large scroll bars can be enabled from the point of sale settings to improve navigation for imprecise industrial touch screens.
Is it possible to shift the order from one table to another in Odoo 14?
Yes, in the POS of Bar/Restaurant you will have a button ‘Transfer’ to shift the order from one table to another. For example, suppose at table 1 you ordered some products and clicked on the transfer and it will be transferred to a respective table of choice. Additionally, you can again choose the table to shift the orders from table 1.
How can the tips be given in Odoo 14 POS?
Go to point of sale settings and from underpayments enable ‘Tips’ and save. Now while making payment from POS, a new button ‘Tips’ appears to add a tip. Add the tip amount and proceed with the payment.
Can I set a manual discount in Odoo 14 POS?
Enable ‘Manual Discounts’ from the point of sale settings, then only you can provide discounts in the order lines
Can I set a manual discount in Odoo 14 POS?
Enable ‘Manual Discounts’ from the point of sale settings, then only you can provide discounts in the order lines.
How do the opening & closing balances are set in Odoo 14?
In the Odoo 14 point of sale settings, enable the ‘Advanced cash control’ option. Moreover, this will give the feature of adding opening and closing balance to point of sale during the start and end of session respectively.
Can I install this POS machine where the internet connectivity is poor? Is it possible to use Odoo PoS without an internet connection?
Yes, Odoo 14 POS works in both offline and online mode. Offline mode in the sense, POS requires connectivity at the starting and ending time. When the POS is opened and later connectivity is not restored, then all the data will be stored in the cache memory of the browser. Once the connectivity is up, then it automatically synchronizes and data will be loaded to POS
How does the warehouse can be set in Odoo 14 POS?
In the point of sale settings under the inventory module, add the operation type used to record the stock pickings. Moreover, the products will be taken from the default source location of this operation type.
How are products made visible in Odoo 14 POS?
While we create a product from any module other than the POS module, in the product form under the point of sale tab enable ‘Available in POS’.
In addition, if the product is created from the POS module ‘Available in POS’ is automatically enabled.
Define Odoo 14 Loyalty Programs?
Loyalty programs are some techniques to use the company service by its customers. To encourage the customers to buy more products some kinds of discounts and gifts can be given to the customers through loyalty programs.
In Odoo 14 POS, loyalty programs can be created from Products -> Loyalty programs -> Create. Additionally, add the reward points and cost under the reward tab and points for the currency and unit can be set under the ‘Point rules’ tab.
What will happen, once the reward point is used in Odoo 14 shop POS?
The reward point can be used by clicking on the Reward button in the POS machine during a purchase. Moreover, the corresponding reward will be added to the purchase. Once the reward is added to the purchase the cost of the reward is decreased from the total reward points.
How the reward points rules and cost can be set in Odoo 14?
Create a loyalty program from POS -> Products -> Loyalty programs. Under the ‘point rules’ tab, different rules can be set for different domains. The reward and reward cost can be set under the ‘Rewards’ tab. Click on ‘add a line’ then the window will appear to create a reward. Further add the reward name, reward cost, Minimum points, reward, and then save
How can the reward points be achieved in Odoo 14?
We can set reward points for the product, so when a customer buys the product he will receive the reward point. Reward points can be set while creating the loyalty program.
While creating a loyalty program, under the Points rule tab we can set rules for points such as points per $ and points per unit.
Now set a customer on POS sale, so the reward points corresponding to his purchase can be seen on the screen. Once the sale is completed the reward points will be added to the customer. Furthermore, in the next purchase, the customer can use that reward points to get the reward like discounts or free products.
How bill splitting can be done in Odoo 14 Bar/Restaurant configuration?
Bill splitting can be enabled from POS settings of Bar/Restaurant configuration. Under ‘Bills & Receipts’ enable bill splitting which is used to split total or order lines and then save it. Now create orders to a table and click on the ‘Split’ button and then choose the items to be billed. Further, click on ‘payment’ to process the billing of the selected items only.
How do multiple customers are managed at a time using Odoo 14?
There are an option ‘orders’ at the top of the point of sale, click on it and then create new orders. So the new order can be processed without deleting the previous order.
How different prices can be set for AC and Non AC floors in Odoo 14 POS restaurant?
Different prices on products can be set for the floors with the help of a price list. Create two price lists for AC and Non-AC floors. Additionally, in a restaurant POS settings, you can add the price list at ‘Advanced price lists’ and set a default price list too. Therefore, when an order comes up the price list can be chosen.
Is it possible to sell combo products in Odoo 14 POS?
Odoo will not allow the sale of combo goods, instead, you can use the custom module ‘POS Combo Product’ by Cybrosys Technologies.
How cashier switching can be managed securely using Odoo 14?
Cashier switching is secured by providing credentials to employees. Moreover, they can either use their PIN provided or by scanning their badge.
Is it possible to manage the cashier switching in odoo 14 POS?
Yes, cashier switching is possible in Odoo 14. You can set the authorized employees in the point of sale settings. So those employees can use the POS with their pin or badge.
How can the product categories be restricted in Odoo 14 POS?
In the point of sale settings, enable ‘Restrict Product Categories’ and add the POS categories in the required field from the POS categories list to pick only those POS categories to the point of sale. Thus you can only choose categories only available in the POS.
What is the use of a product configurator in Odoo 14 point of sale configuration?
The product configurator helps to choose the product attribute while the product is added to the order so that the product variant can be taken into the order.
How can the stock be managed in Odoo 14 POS?
In Odoo 14 the inventory can be managed either ‘At the session closing (advised)’ or ‘In real time’ which will decide when the stock has to be updated.
If the inventory management is ‘At the session closing(advised)’, then the stock will be updated when the POS session is posted and validated. However, ‘In real time, the stock will be updated once the payment has been done in the POS.
What is the difference between Manual discount and global discount in Odoo 14 POS?
Odoo 14 provides manual discounts to allow discounts in an order line. The DISC button in the POS will be active only if the ‘manual discounts’ are enabled from the point of sale settings. Another type of discount is the ‘Global Discount’ which allows discounts on the total order value. Enable global discounts from point of sale settings and add discount product & percentage. So that the discount will be added in the new order line.
How products can be grouped in Odoo 14 POS?
To group products in POS, we have to enable ‘Group products in POS’ from the Unit of Measure categories. Go to Inventory -> configuration -> Unit of Measure categories. Then activate the developer mode, so a new column ‘Group products in POS‘ will appear. Activate the required category to group products in point of sale.
How products can be restricted in POS?
In the setting of the POS shop, enable ‘Restrict Available Product Categories’ and add the available product category there. So when you open and start to use the POS, the products are available only from those selected product categories.
Also in the POS shop setting you can set a starting category by enabling ‘Set Start Category’ and mention the category. So while opening the POS it will show the products of this starting category.
How can cashier switching be managed by Odoo 13 POS app?
In the POS shop settings, enable ‘Login with Employees’. This will use employee credentials to log in to the POS session and helps to switch cashiers. You can add allowed employees. Make sure that the employee pin is added in the HR settings tab of the employee form in the Odoo 13 Employee module. This pin is used as login credentials for the employees in POS.
So when opening the session it will ask to choose the cashier. Also the cashier has to enter their pin to log in to make orders. Once it is decided to switch cashiers in the same session, they can use the lock symbol at the top right corner of the POS interface. On clicking the lock symbol it again asks to choose the cashier and to enter a login. In this way Odoo 13 POS app manages the cashier switching.
Can we sell combo products in POS?
By default Odoo will not support selling combo products, instead, you can use the custom module ‘POS Combo product’ by Cybrosys Technologies.
Is it possible to apply different charges for AC & Non-AC floor?
Yes. By adding different pricelist the floor charge can be managed. Firstly enable pricelist advanced price rules (discounts and formulas) from POS configuration settings and save.
Now create two pricelists, Point of sale -> Products -> Pricelists -> Create.
Create a price list for the Non-AC floor and create another for the AC floor. While creating the pricelist for AC, you can add a price rule based on another pricelist (No-AC) and formula can be pricelist plus some surcharge.
Then go to POS restaurant -> settings -> enable Advanced Pricelists and choose the created pricelists there and save. Now make an order in the POS. Then the POS has the option to choose the price list. When you change the price list, sales prices also vary. In this way, separate charges for floors can be managed.
How multiple customers can be handled at a time in Odoo 13 POS app?
When the POS interface is opened you can find + and - buttons. By clicking + multiple customers can be handled at the same time without losing the order details. Similarly if one wants to cancel the order he can use - button. So it will notify that the current order data will be lost and ask for confirmation.
How can we split bills among multiple customers?
Bill splitting can be enabled in configuration settings of POS Restaurant/Bar, this will provide a split button in POS to split the bill. Now make an order and click on ‘Split’, choose some product and pay the bill. Later remaining products can be billed. In this bill splitting can be managed in Odoo 13 POS app.
Once a reward is collected, how does the remaining point get changed in Odoo 13 POS?
Choose a customer and products from POS, so it will show the points you earned. When you click on rewards, it will add the reward product corresponding to the point you earned. Once the reward is accepted the reward point decreases by the reward cost of the gift or discount.
How discounts and rewards are applied in Odoo 13 POS?
Discounts can be applied in two ways either on each sale order or globally. When each product is chosen you can add a discount percentage for the product using the Disc option in the POS. Now go to the settings of the POS shop and enable ‘Global Discounts’, this will allow you to provide discounts for the whole purchase. On enabling you can see the button ‘Discounts’. This will give a discount on the total amount.
Another feature is Loyalty programs. Loyalty programs can be created from Point Of Sale -> Products -> Loyalty Programs -> Create. One can add rules and reward for the loyalty program that can be applied in the POS. Now go to the settings of POS shop and enable loyalty programs. Add the created Loyalty program there and save.
Go to the POS shop and choose a customer and add products. So the reward points will be displayed on the screen. When you click on Rewards the corresponding reward will be added to the sale order. It may be any gift or discounts etc.
How products can be made available Odoo 13 POS?
If we created a product from the POS app, that product will be automatically made available in the POS. If the product is created from other apps like sales, purchase, or inventory, etc we have to enable the option ‘available in POS’. To show the products in POS, we have to check-in the option ‘Available in POS’ in the point of sale tab of product form.
How warehouse locations can be set in Odoo 13 POS?
The warehouse location of your POS can be set from the operation type. In the settings of the POS shop under inventory, you can see Operation Type. Use the external link to open the operation type. You can see the location of operation type, the required warehouse location can be added at ‘Default Source Location’. One can also set this source location through the inventory app of Odoo 13 also. Inventory -> Configuration -> Operation Types.
Is it Possible to install Odoo in a POS machine where an internet connection is not available?
POS works both offline and online mode but it requires internet connectivity during the opening and closing time.
How can we set an opening balance in odoo 13 POS?
To set an opening balance firstly enable the ‘Cash Control’ from corresponding POS settings. You can add opening balance at default openings field by adding coins and values and then Save.
How can set manual discounts in pos?
In odoo point of sale, discount can be set on product in 2 ways> one way is go to point of sale -> configuration -> point of sale -> shop/restaurant -> global discount enabling this will provide a global discount on all products available in pos.
> can provide a discount to the selected product by clicking on the disc option set default in the pos session.
What is loyalty program in pos.what is its needs?
[today most of the retailers make use of loyalty programs in order to enhance their business. loyalty program include giving off discounts and rewards to their trustworthy customer. (modified answer)]
loyalty programs are one of the most attractive method used by the retailers today. it includes giving off certain rewards and other attractive discount offers to their loyal customers. it is provided to enhance the business.
How can we shift cashier without any security?
To shift cashier without any security make sure that the PIN code and badge id under the employee is null for that Go to Employee -> HR Setting tab and keep the field PIN code and Badge id null. Then,Go to Point of Sale-> Configuration -> Login with Employee under Point of sale and choose the employee for which you have made changes for the session. On new session, simply change the cashier by just clicking on the name.
How to manage tips in POS?
In point of sale application customer tipping is an add-on amount or by making return balance amount to a tip. To set tip Go To
Point of Sale -> Configuration -> Point of Sale ->Bar/Restaurant ->Tip.
Is it possible to shift the order from one table to another in POS? T
Transferring of orders from one table to another works in restaurant/bar mode in point of sale application.One can choose a table, for example table T1 and start ordering for some reason if the customers want to move to table T4 then click on Transfer and select the table to which you want to transfer the order. The you can see your order has been transferred to the table T4.
How does large scrollbar and virtual keyboard help in touchscreen?
While making an order of enormous products the size of the scrollbar gets smaller but when you enable this option you can navigate easily as the size is constant. Virtual keyboard would help the salesperson to add details from the screen and could select the product which filtered out while typing. this is a time-efficient practice.
What is the need of using a prefill payment option in POS?
When you enable prefill payment, At the time of billing the amount due field will be auto-filled so that a single click will lead to invoice printing.
What is the purpose of adding the header and footer in our bill?
To add a custom message to your bill you can enable header and footer option in PoS application.
What is the advantage of using automatic receipt printing in POS?
Automatic receipt printing in POS prints receipts automatically once the payment is registered.
Is it possible to use POS online and offline?
Odoo's Point of Sale stays reliable even if your connection is not. Even if you lose the internet connection in between your session there is less danger of losing data as the system will be synchronized once it’s back online.
How can one split the order in pos on the basis of a unit of measure category?
In order to split order on the basis of a unit of measure first go to inventory -> configuration -> unit of measure category and tick the desire unit categories (group product in pos). then come under pos and enable the bill splitting option.
In what way we can meet the customer need mentioned for a specific product?
For this you can add note to your order. To activate it Go To -> Point of Sale -> Configuration -> Point of Sale -> Bar/Restaurant(session) -> Orderline note.
Is it possible to use the credit card for payment in odoo pos?
In order to activate credit card payment go to point of sale -> configuration -> settings, select any one payment terminals method and then go to point of sale -> configuration -> payment methods and configure a new method for credit card payments.
How is it possible to view a particular set of categories when you open your POS interface?
In order to set a particular set of the category, we can enable an option called Restrict the Product category.
Is it possible to hide the cost price of the product in the product view in pos?
Yes, it's possible to hide the cost price of the product in the product view in pos by enabling the price control option in POS interface.
What is Rescue Session in POS?
When the session is closed accidentally while it’s working online at that time rescue action will come in action by saving all your orders which were made during the closing of the session.
What are the different ways to provide rewards to your customers?
In pos rewards to the customer are provided on the basis of the loyalty program. odoo provides three reward types: gift, discount (in%) and discount (in value).
What is price control in POS?
Price control is the process that allows the manager to restrict the access to the cost price of the product.
What do you mean by cash control in pos?
Cash control allows you to check the amount of the cashbox at the opening and closing of the session. to set cash control go to point of sales -> configuration -> point of sale and select your pos interface.
How to set multiple floors for your Restaurant in POS?
To set multiple floors for your restaurant Go To Point Of Sale -> Configuration -> point of sale -> Bar/Restaurant(session) -> Floor Management if you enable this option you can create multiple floors according to the user need.
How to return a product after closing session in pos?
The way to return the product after the closing of the session is go to -> point of sale ->orders ->orders.From orders, you get the details of the sale order made and can view a return option at the right side of the window.
How to handle tables of restaurants in pos?
To handle tables in pos go to point of sale -> configuration -> point of sale ->table management.. When you open a new session you can see a pencil icon and then we will get edit mode. here you can create tables, move them and modify them, etc.
How to handle discounts in pricelist in pos?
To apply discount in price list go to point of sale -> configuration -> setting->pricing -> advanced price list. When you enable it and set price computation as percentage (discount) then you would be able to provide discount using pricelist. <
how can we handle the loyalty program in pos?
To activate the loyalty program for a product go to point of sale -> configuration -> point of sale select the interface and enable the option loyalty program. Loyalty program in odoo consists of three sections. For more refer to the blog loyalty program in odoo 12 pos.
What is the importance of pricelist in pos?
Pricelists are used to set a specific price for a set of customers for some particular products also helps to provide seasonal discounts on the product. To activate the pricelist feature, go to point of sales -> configuration -> point of sale -> session -> pricing.
What you mean by Bill Splitting in Odoo POS?
Bill splitting refers to even division of bill among the members To activate the Bill splitting feature, go to Point of Sales -> Configuration -> Point of sale and enable the options Tip.
How to handle Sales Return in POS?
In order to make sales return, select the product your customer wants to return and use the +/- button and enter the quantity they need to return.
If we want to set an order for a specific department. how can one handle it?
If we want to set order to a specific department then go to point of sale -> configuration-> point of sale -> bar/restaurant session -> connected device and when you enable this option the order instructions are sent to specific bar and kitchen printers, instructions can also be sent to different printers automatically based on the product category.
How to handle multiple orders parallel in POS?
In the POS session, one can put orders aside and process multiple orders at the same time. We can Simply add New bill using the + button in pos.
Different ways of switching cashiers in pos?
Odoo’s point of sale application allows managing multiple cashiers in different ways1. switch cashier without any security
2. switch cashier with pin code
3. switch cashier with cashier barcode badge
What is the purpose of providing id for an employee in pos?
The employees are provided with id in order to provide security to the shop or restaurant underuse, which is entered at the time of in or out. each and every employee could also monitor how many hours they have completed in the week by logging into their profile.
What is the difference between shop and bar/restaurant in pos?
In pos bar/restaurant is used for better management of kitchen and bar printing, helps in handling multiple customers allow products sorting and splitting bills also provide table and floor management which exactly tell where your customers are seated, where are the free tables, who are still waiting for food. In pos shop it helps to create the order in front of the customer so that customers can purchase the goods from his/her physical store as well as from his/her online e-commerce store.
To whom the sales of PoS is reported to?
In Odoo 13, there a provision for reporting the sales to the sales team which are related to the corresponding sales of the Point of Sale. For that, select the corresponding point of the sale goes to its settings, you will find a provision of sales reporting on the last of the settings page. There you can add the name of the corresponding sales team and save. Then the sales that are happening in that point of sale will be reported to the corresponding sales team.
How to generate the provision of tax in PoS?
To create tax, you need to go to the configuration and click the option of tax. You will get a new window of taxes. There you can create or edit the existing tax. When you click on the edit button a new page of creating tax will come. Fill all the required fields, tax name, tax scope(sales, purchase, adjustments). Then on the below tab tax computation and amount, and on the advanced option tax group. Then save it.
Is it possible to get the report of sales done in pos?
In pos module to get the sale report go to point of sale -> reporting -> sale details, where you can customize the sales report from which date to which date and of shop or restaurant, or of both, and click the print button. you will get the printed report of the sales.
How to create a payment method in POS?
To create a payment method in the POS module, go to Point of Sale ->Configuration -> Payment methods and add all the necessary files you want.
How to give an invoice to the needed customer?
Go to point of sale -> configuration -> point of sale, select your interface -> bill and receipts when you enable this an option for invoice also will come on the billing page of the session.
How to configure automatic receipt printing in POS?
To set automatic receipt printing, go to the pos module click on the configuration tab. click on the option point of sale and select your point of sale. hit on the edit button. now under the bills and receipts select and tick the option of automatic receipt printing. now when you create a bill automatically it will be printed.
How to configure header and footer for a bill?
To configure the header and footer, go to point of sale -> configuration -> point of sale -> select your interface -> bills and receipt tick the option of header and footer. now when you print the bill you can see the header and footer in the bill.
How to configure the prefill cash payment in POS?
To configure auto-fill of the tendered amount, go to Point of Sale -> Configuration -> Point of Sale -> select the interface -> Payment tick the option of prefill cash payment. Now when you do sale and bill the things the tendered amount will be auto-filled.
How do we set special prices for certain customers and products?
For that, we use the feature of Pricelist. Pricelists are a super cool feature for setting a special price for certain customers and even for particular products. We also use pricelist for giving discounts and so on. For better understanding read the blog: Odoo POS Price List
What is the need for cash control in pos and how do we set opening and closing amounts?
Cash control enables us to know or set the opening and closing amounts. it helps us to keep our day to day accounts errorless. for configuring the cash control, go to -> point of sale -> configuration -> point of sale -> select your pos interface -> payments -> cash control. when you open the new session you can set the opening balance similarly while closing you can set the closing balance. for more details read the blog: setup cash control in pos
How to manage credit card payment in odoo pos?
In odoo, in order to accept credit card payments, we have a different payment terminal4. ingenico (benelux)customers registered with the above payment portals can pay the bill using a credit card. whenever the payment line is set up, a card can be swiped through the card reader device. For quickly handling orders: just swiping a credit card when on the payment screen (without having pressed anything else) will charge the full amount of the order to the card.
What is the effect of the loyalty program in sale?
Loyalty programs are conducted in shops for their customers so that the customers will be encouraged and you can have more profit. We have to activate the loyalty program under the settings of pos, underpricing features you can create and edit your loyalty program. You can decide your loyalty program like how much points, gift vouchers and so on. For further details check the blog: pos loyalty program
How the discount tags are used with a barcode scanner?
The discount rate will appear on the bill while scanning discount tags using a barcode scanner. mostly, the sale of a product which is nearing its expiration date, we can give discount tags for it so that it is sold fast.
Is it possible to apply discounts in odoo PoS manually?
In odoo, pos we have a super cool option for giving discounts. forgiving discounts for individual products, we need to just click on the disc button in the interface and if you want to give a discount for the whole order together. we need to activate the global discounts underpricing category of pos settings. now a new button of global discount will appear in the interface. just one click is enough we can give a discount to the whole order.
Is it possible to reprint a receipt?
It is possible for us to reprint the receipts. For that just go to PoS settings and activate the reprint receipt under bills and receipts. Now in the interface, you will have a new button of reprint receipt. Then you can reprint the last receipt.
What is the advantage of using the barcode scanner in odoo pos?
Using a barcode for sale and purchase increases efficiency and saves time for both salesmen and customers. For activating it one should enable the option for barcode under IoT box in your PoS settings and connect it with a barcode scanner. Similarly, you can do it for changing the cashier at POS section.
How to activate and use the six payment terminal in pos?
When we connect a payment terminal to pos, it becomes easy to make payments and the risk of cashier lessens. This six or worldline payment method is only available of ue customers. it is connected and activated just like other payment terminals.
How to activate and use the Vantiv payment terminal in PoS?
When we connect a payment terminal to PoS it becomes easy to make payments and the risk of cashier lessen. Mercury pay is only activated with US and Canadian Banks. Here we have to activate the Vantive payment terminal in the settings now when you pay to select the Vantiv payment method.
How shall we connect an ingenico payment terminal to pos?
when we connect a payment terminal to pos, it becomes easy to make payments and the risk of cashier lessens. This ingenico payment terminal is only available for the customers in the benelux. If we want to connect this terminal to pos we need iot box too. When we connect the iot box, we need to activate that iot box option in the settings and link it with pos by giving a password.
How to manage tips in odoo POS?
For activating the tips option lets go to the setting of your pos and under bills and receipts activate the tips option. now in the interface, you will have a new button of tips during the payment process. now add the tip your customer wants to give and register the payment.
How the order from the customer is communicated to the kitchen in odoo pos interfaces?
In Odoo there is a possibility to print orders in the kitchen so as to ease the process of order and delivery. To make this action activated, enable the Order Printer option in your restaurant interface in your PoS session. You also need an IoT box to connect the printer. Now when you order on your session that order is printed in the kitchen,
How do we do the bill printing?
If we want to print the bill before the payment goes to the PoS settings, under bills and receipts option you can tick the print the bill option. Now in the interface, you have print the bill button. You can use it as you wish.
In some cases, customers may ask for separate bills after purchase or after having food from the restaurant. How do we deal with it in Odoo PoS?
Here we use the option of a split bill. For activating the split billing you have to go to your point of sale setting and activate the split billing under bills and receipts. Now in the interface, you will have to option of splitting bills. Now for each guest, you can split the bill and register payment.
How shall we configure the pos restaurant table?
Go to Point of Sale -> Configuration -> Point of Sale -> Bar/Restaurant interface and enable the option Table Management afterwards you can manage table in your respective session.
How to setup a restaurant and bars in PoS?
To set your PoS as a bar or restaurant, you have to go to the setting of your PoS and tick the option is a bar or restaurant. for better understanding read the blog: odoo 12 pos features
How is it possible for us to set opening and closing amounts in pos?
Cash control enables us to know or set the opening and closing amounts. When you enable the option of cash control in your interface and start a new session the opening balance will be automatically filled but you can edit it as you wish and when you close the session you can set the closing balance.
In some cases, the customer may return the purchased products and they have to be refunded, How will we do it in Odoo PoS?
With Odoo PoS, it becomes quite easy to return and refund. Just you need to select the product the customer want to return and click the +/- button and enter the quantity of return. If they have multiple products to return just continue the same process. Now we can see the negative total. To do a refund just do the payment on the refunded products.
In a special case a customer asks for an invoice for the purchase, how do we print the invoice from the pos interface?
Its a super cool feature of odoo pos that we can easily print the invoice. for that, For that, we have to go to -> Point of Sale -> Configuration -> Point of Sale -> select an interface and activate the invoice under bills and receipts. Now after order and at the time of registering the payment, you will see a new button for the invoice. If you click on that you can print the invoice for your customers.
How do we add the customer to the PoS when a new customer arrives?
Registering a new customer is an easy process in PoS. In the interface click on the customer button, there you can select the existing customer or you can create a new customer by clicking on the create button. Fill all the mandatory fields and save it. Then it's done.