Odoo 18 Enterprise Book: Point of Sales

9. Restaurant Session Management

To initiate a restaurant point of sale session, follow these basic settings, then customize other configurations like Sales, Taxes, Accounting, Payment, and Pricing as per your requirements. Now, open the restaurant session from the Point of Sale dashboard.

You can start the process by clicking on the ‘Open Register’ button and this will take you to the opening control panel, where you can edit the Opening cash for the current day and a Opening note as illustrated in the screenshot below.

After proceeding with the ‘Open Register’ button, you will be directed to the restaurant session and it will display the floor plans as shown below.

From the above screenshot, you can see the two floors and the available seats and tables. The menu icon provided at the right side of the window can be used to Edit the floor plan, Switch floor view, Close Register, go to Backend, Create Product, Go to Orders Session etc.

From the available floors and tables, choose the tables. Clicking on a table will take you to the restaurant session with all the products and product categories. Where, you have to book a table using the ‘Book table’ button.

Then, choose the button from the Floor and Tables window. Here, you can see the table arrangement of a floor as shown in the screenshot below.

After reserving a table, select your desired products and continue with the order placement and payment process. Using the point of sale terminal menu to install the Restaurant application, check the order history, mention the Cash In/Out transactions, Create new sales product, edit plan, switch the table view into a floor view, go to the Point of sale backend and close the cash register using the Install App, Orders, Cash In/Out, Create Product, Edit Plan, Switch Floor View, Backend and Close Register button options as depicted in the above screenshot.

10.11 Editing Floor Plans

The 'Edit Plan' option in the Odoo 18's Point of Sale module lets users alter their virtual floor plan to fit their actual layout within the Point of Sale interface, improving service effectiveness, maximizing seating capacity, and guaranteeing optimal table configurations.

Clicking on this option from the point of sale terminal menu will display some editing options as shown below.

You can customize the floor background color and table colors using the 'Color' icon. In this instance, the floor color has been modified, and a specific table has been selected and recolored accordingly.

After selecting a table, you can edit the table specifics including modifying the Seat capacity, Changing the table shape, Coloring the table, Renaming the table name, Copying the exact table and Delete tables using the Seatings, Shape, Color, Rename, Clone and Delete icons provided at the upper right corner of the window respectively. Adding new tables is also quickly done through the ‘+Table’ button. Once the Floor and Table Plan has been edited, save the plan using the ‘Save’ button.

After saving the plan, you can see the final floor and table arrangement plan as illustrated in the above screenshot and proceed with the sales process. This feature can be utilized at any time based on operational requirements.

Then, choose the products from the catalog as per the requirement. This will display the detailed options at the left side of the screen.

Here, you can see the total bill amount with the tax rates under the ‘Total’ section. Then, provide the customer name using the ‘Customer’ button. This will display the list of previous customers.

After choosing a customer name it will display inside the sales session window. Then you can add any notes to the kitchen members using the ‘Kitchen Note’ button. This will trigger another pop-up where you can edit the message or notes regarding the dishes or orders.

It is also possible to choose from the available kitchen notes for a quick process. So, we can choose an ‘Emergency’ note, as shown below.

After applying the note using the ‘Apply’ button, you can utilize the ‘Action’ button of the main window to perform certain actions including adding General Note, Quotation/Order, Split Bills, Enter Promotion/Discount Codes, Check Rewards, Transfer/ Merge Orders, Customer Note, Pricelists, Refund, Switch to Takeaway Order and Cancel Orders using the irrespective button options as shown in the screenshot given below.

After selecting the products and adding any coupons or editing actions, you can confirm the order using the ‘Order’ button from the sales window.

This action will complete the order process and after getting the products, you can make payments using the ‘Payment’ button. Immediately after pressing the ‘Payment’ button, you will be taken to a payment window where you have to select the payment method from the available options.

In this scenario, we have selected the ‘Cash’ payment method and it will be displayed on the screen. Then you can add a tip to the payment using the ‘+amount’ buttons. Here, you can choose from the +10,+20 and +50 tip amounts. Finally, validate the payment using the ‘Validate’ button.

After validating the payment, you can see the payment completion window with an invoice receipt preview as shown in the screenshot below.

The "Print Basic Receipt" or "Print Full Receipt" buttons can be used to print the bill, depending on the quantity and amount of detail needed. Another option is to use the send icon next to the email box to send the receipt straight to the customer's email.

You may also use the corresponding icons in Odoo to send receipts via WhatsApp or SMS for further convenience. This guarantees that clients will immediately receive digital copies of their invoices. Finally, utilize the "New Order" button to begin a new transaction after finishing an existing one. Just complete the day's sales by selecting the "Close Register" option from the terminal menu to end the session.

For retail and hospitality enterprises, Odoo 18's Point of Sale (POS) and Restaurant Module offers a cohesive and powerful solution. Multiple payment methods, real-time inventory management, customer loyalty features, and offline functionality are all supported by the point-of-sale system. Specialized capabilities like tipping, order routing, floor and table management, and meal course control are added by the Restaurant module. When combined, these modules help organizations remain competitive in a fast-paced market, increase service quality, and streamline processes.