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Odoo 16 POS Module

January 25, 2023 by
Odoo, Moe Fawaz
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Odoo 16 POS Module

Odoo Point of Sale is an excellent tool for managing your retail stores, restaurants, accountancy, inventory, and sales. It has an easy-to-use interface and is compatible with any device. Although the point of sale requires an internet connection, it stays operational even after being disconnected completely. This means you can manage your offline store in Odoo from anywhere, anytime.
This article discusses the fundamentals of the Odoo Point of Sale Module.


POS (Point of Sale)


The present point of sale session can be viewed from the Odoo 16 Point of Sale module dashboard. Along with their names, the Last Closing Date, Last Closing Cash, and Balance are mentioned. The Configuration Settings can be used to create new point-of-sale sessions.

Odoo Point of Sale's configuration tool ensures that users construct point of sales as desired by the enterprise. To create a new Point of Sale session, click the +New Shop icon within Configuration -> Settings, as seen in the figure below.


Point of Sale: Provide the point of sale a name.
Restaurant / Bar: If the check box is selected, the point of sale is a bar or restaurant, or it is a shop.


Orders
Let's take a look at how orders are entered and recorded in the Odoo POS module. You can start a new session by selecting the NEW SESSION option from the Point of Sale on the dashboard, or you can continue a current session by selecting the CONTINUE SELLING option from the Point of Sale.


You will be redirected to the order interface after selecting the new session option. The price, display image, and name of the product are presented. You can view different product categories separately. As a result, you can easily select the product. You can create an order by selecting a product from the product screen. On the left, the selected orders will be presented, along with the Unit Price, Unit Quantity, and Total Amount. Summery gets added to the order, along with the subtotal and taxes. As seen in the screenshot below, you can enable the Customer Notes option to enter notes related to orders and the refund option to return the transaction.


You will be taken to the payment screen after clicking the payment button. You have the option of paying with cash, bank transfer, or customer account. Using the keypad, enter the amount paid by the customer. To generate the invoice, click the Invoice button. Select the Validate option to validate the payment.

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The receipt will be presented on the right side of the receipt screen; pick the Print Receipt option to print the receipt. The receipt can also be emailed to the specified email address. When you select New Order, you will be redirected to New Order.

Sessions It is critical to keep track of the activities of all sessions. In Odoo, you can check the information of each session by selecting the Sessions option from the Orders tab, and it will also open up to the point-of-sale dashboard where you can see your existing point of sales, go to Orders > Sessions. A list of sessions is given, along with their details.This will provide a list of all the sessions that have occurred at this point of sale. Let's go ahead and start the session now. Stage in Progress


Choose those from the list. You can display the image below there.


Rescue Sessions: are when you forcefully close someone's session while they are still using it. Odoo will convert this locked session into a Rescue Session, allowing the user to continue processing payments.

Payments: You may view the payments in each session by selecting the payment method. Each record includes the payment method, order reference number, date and time, and amount. Payments can be categorized by payment method and session. As demonstrated in the screenshot below,


Choose those from the list. You can display the screenshot below there.


Configuration of a Product
Product can be obtained via the product main menu, and product configuration is comparable to that of other modules. You can enable the Available in the POS field to make the product available at the point of sale. You can activate the Scale Weight field and refer to the point of sale category.


Discounts and Loyalty
From the Products menu of the Point-of-Sale module, Odoo will include a Discount & Loyalty Programs option. These initiatives assist in improving the company's market and attracting purchasers, resulting in new clients.
A user can enable the Discount & Loyalty Programs feature by enabling Promotions, Coupons, Gift Card & Loyalty Program in the settings. Go to Point of Sale > Configuration > Settings > Pricing >enable Promotions, Coupons, Gift Card & Loyalty Program 


Select Promotions, Coupons, Gift Card, and Loyalty Program from the product menu to see already created programs.


Now, by clicking the CREATE button, we may create a new program, and we will see a form.


Promotion Name: It assigned a name to the promotion program.
Type of Program: Coupons, Loyalty Cards, Promotions, Discount Codes, Buy X Get Y, and Next Order Coupons are all examples of rewards.
When the program type is set to coupons, a number of coupons will be generated, which can be used on the following order.

Validity: The program's validity governs when and how long it can be applied to subscriptions.

Limitation of Use: The number of times a software can be utilized by all clients before it becomes invalid. Enable the Limit Usage check box and then enter the number of times the program can be used.

Rules and Rewards: Using the ADD button, the user can create conditional rules depending on minimum quantity and minimum purchase.

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When you click the ADD button, a popup window appears, as illustrated in the figure below.


Quantity: Enter the minimum product quantity required to receive the reward in this field.


Minimum Purchase: In this section, enter the minimum purchase amount required to earn the prize. Select whether this minimum purchase amount includes or excludes taxes.


Product Domain: If you want to apply this marketing campaign to all items, no filters are required. By default, this will apply to all goods. When you need to apply the promotion program to specific products, you can use the EDIT DOMAIN option to define some rules and match your record with the appropriate rule.
Products: You can use the marketing program to promote specific products.


Categories: The promotion program can be applied to certain product categories.


Product Tag: You can use the promotion program to target specific product Tags.


Grant: You will require a minimum number of points depending on your program criteria, but each reward will cost you points.


Odoo lets you redeem reward points in a variety of ways. You can apply per order or per money spent, and you must also apply a per unit paid.
Rewards: are promotions that businesses present to their customers that include discounts on things, free products, free shipping, or the use of certain criteria.
By utilizing the ADD button, you may create Rewards rules based on Reward Type, Discount, and Points.


When you click the ADD button, a popup window appears, as illustrated in the figure below.


Retail and e-commerce enterprises use three different sorts of rewards:

1.Free Product:
2.Discount
3.No Cost Shipping

Type of Reward as a Free Product:

Offering free merchandise as a prize to your consumers is an excellent approach to thank your most devoted program participants. Set the Reward type to Free product.

Quantity Rewarded: The amount of free product for each award is specified here.


Product: Mention a free goods as a reward.


Product Tag: Mention free product in the product tag. Tag as a reward


Discount Reward Type:

A discount is a lower price offered by a company on a product or service. From the Create Rewards form, select Discount as the reward type.


Discount: Enter a discount amount, and Odoo will apply it to multiple methods. You can apply a discount to the entire purchase or to the cheapest product in the order, and you must apply the discount to individual products. When a discount is applied to a given product, we may observe which products were chosen based on discount product with domain, discount product category, or discount product tag.

Maximum Discount: You can define the maximum amount of discount.
Gift cards and e - wallets

Gift cards are used by merchants all over the world to raise brand recognition and enhance sales. Including gift cards in your marketing mix can keep your customers interested and returning.

By selecting the Gift cards & e-Wallet menu from the Product menu, you will be sent to the Gift cards & e-Wallet window, which is shown below in list view. Odoo organizes and keeps track of all prior Gift card and e-Wallet records. Each record is organized by program name, program type, items, website, point of sale, firm, and so on.


Select a record from the list to display its form view. Create a new record by clicking the Create button in the upper right corner, as seen in the image below.

To begin, enter a name for the program in the Program Name field. Then decide which program to use. These programs are Gift Card and Wallet in terms of Program Type. When a consumer orders a gift card product, gift cards are either manually generated or automatically supplied via email. Gift cards can then be used to pay for orders. When a consumer orders an e-Wallet product, an e-Wallet is established manually or automatically. Then, during the checkout process, e-Wallets are proposed as a payment method for the orders. Gift card product and Email Template have been added to these fields.
After entering all of the essential information, click the SAVE button to save. You can produce coupons by clicking the GENERATE COUPON button in the upper left corner of the window. When you click the button, a pop-up window will appear, as seen in the picture.

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You can assign both Anonymous and Selected Customers. If you choose Customers, identify to whom you want to issue the Gift Card. The Quantity to create field specifies how many gift cards will be generated. This popup now includes the number of points awarded by the gift card as well as the validity of the gift card. On the popup, click the GENERATE GIFT CARD button to see the image below.


Orders Analysis Reports
Odoo's major feature is that it generates the necessary document based on the record. This aids in the evaluation of corporate activities as well as their improvement. By selecting the Orders option from the Reporting tab, you may examine the report based on orders from the point of sale. Odoo is more adaptable in that it creates reports with multiple measurements such as Average Price, Delay Validation, Margin, Product Quantity, Sale Line Count, Subtotal without Discount, Total Discount, Total Price and Count.

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By clicking on the INSERT IN SPREADSHEET button, you may insert this report into the spreadsheet. The report can be viewed in Bar Chart, Line Chart, Pie Chart, and in ascending and descending order of the various measures.

Specifics on Sales
The sales details report is available through the Reporting menu's sales details option. The popup appears when you select the Sales Details menu. Set the start and finish dates and add the point of sale. Filter the PDF report by start and finish dates, as well as point of sale.


You may print the PDF report by clicking the PRINT button.
Daily Reports:

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The daily report is generated on a daily basis utilizing the pos session.

Payment Options

Payment method influences the type of payment you accept from customers. Mobile payments, cash, e-wallets, bank transfers, credit/debit card payments, and prepaid card payments are some of the new payment methods accessible. They strive to modify the program and method to their liking. We used many payment mechanisms in Odoo 16. Such as cash, bank accounts, customer accounts, and payment terminals.

Let's look at how to set up payment methods. At the point of sale, select payment methods from the setup tab. Then, in a list view, you will see a popup with various payment methods. Take a look at the image below.


Click the CREATE button to add a payment method. This opens the Payment Methods form window, where you'll fill out each essential field before saving.


Method: Enter the name of the payment method.
Determine the Customer: Forces When separating journal entries for each customer, this payment mechanism also requires a customer to be set up.
To use a customer's receivable account, leave the journal blank. Define the journal in which collected money shall be recorded after the session has ended. Write the outstanding account mentioned in this payment method in the bank journal. It Only cash and bank journal entries are permitted.
Intermediate Account: Leave blank to use the Company's default account. Reversing the Company's Accounts Receivable account, which was used in the point of sale journal entries.
Company: For more information on the company, click here.

Coins/Bills
When a new session begins, the salesperson adds some opening balance with coins. Similarly, at the end of a session, enter the closing balance.
Coins/Bills are configured on the Configuration tab of the Point-of-Sale Coins/Bills menu. Then we may see coins and bills that have already been made.


To make new coins, click the CREATE button.


Complete the coin name and coin/bill value fields before saving.

Product Categories for POS

We can use the Product Configurator to choose different product features and sell product versions to our clients.

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Settings
The POS module's settings menu contains various advanced tools that allow you to access more features

POS Interface
You can configure the interface of the creating point of sale session in the POS interface menu. These configurations include:


Is there a bar/restaurant: You can choose whether the company is a bar or a restaurant.


Start Category: On the product screen, begin selling from a default product category. When the Start Category parameter is left blank, the All category is used as the default. When the Start Category field is set to Chair, the default category on the product screen will be Chair.

Numerous Employees per Session: Odoo allows multiple users to sell in a single POS session. This is explained in detail here. First, in the Point of Sale Settings, choose employees from the Allowed Employees area.


Next, open the session and select cashier from the window that appears.


Margins and costs: 
When a user logs into a POS session and disables margins and costs, the margin and cost are concealed in the product information for that user. When the manager logs into the POS session and disables margins and costs, the margin and cost will be displayed in the product information. When margins and costs are enabled, margins and costs are displayed in product information for all users, as seen in the figure below.


Pricing
Odoo allows you to create a product price list. There are two types of pricelists: multiple prices per product and advanced price regulations.
Odoo 16 allows you to choose whether tax is included in the pricing and whether it is removed from the receipt price.


Line Discounts: When the Line Discounts field is enabled. On the product screen, the button will be activated, allowing cashiers to specify the discount per order line. As illustrated in the illustration.


Global Discounts: To apply a discount to the full order. Select Global Discounts. After saving the settings, you may select the discount product and the percentage of the discount. Then, a new discount button appears in your POS screen.


Promotions, Coupons, Gift Card, and Loyalty Program: 
As shown in the screenshot above, Promotions, Coupons, Gift Card, and Loyalty Program may be found in the Pricing area of Settings. After enabling the Promotions, Coupons, Gift Card & Loyalty Program, the Discount and Loyalty and Gift Cards and e-Wallet menus will appear under the product menu.

Create a discount code program right away. Set the title to 15% off offer. You can acquire the discount code by default or set your own discount code in the conditional rules window. The minimum purchase price for this award is set at 1, and the product is categorized as All / Salable / Office Furniture.In the Rewards popup, the reward type is set to Discount, and the award is defined as a 15% discount on order, as shown in the figure below.

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In the POS interface, put the product under the filtered product area and then click the Enter Code button.


Then a popup will appear. Enter your discount code to see if a new order line has been established for this offer.


Creates a discount, which is presented in the program settings.


Create a new program called Free Pen coupons if your program type is coupons. This program offers a complimentary pen with the purchase of at least one notebook. After establishing the program, use the Generate COUPONS button to generate coupons.

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Then, set the quantity of coupons to 10, and this coupon will be applied to all clients. Select GENERATE COUPONS.

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The figure below shows how to generate coupons.


Click on the above-mentioned smart button (Coupons). All of the coupons are visible. Take note of one of the promo codes.


In the Pose interface, add the notebook from the product screen. Click the Enter Code button in the Pos interface and enter the code into the popup.
The reward button will then be highlighted, as illustrated in the figure.


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When you click the reward button, you can see that a new order line was generated for the free product.

Receipts and Bills


Custom Header & Footer: Add a custom message to the receipt's header and footer.


Automatic receipt printing: Once the payment has been validated, the receipt will be produced automatically without the need to click the print button. Use a QR code on your ticket: Odoo users can use POS QR Code Receipt to print QR codes when they receive POS. Users can enable or disable the ability to print a QR code, and the QR code will be printed on the order receipt at the point of sale.


Payment

Payment Methods: In the payment area of the POS settings, we can add payment methods for the current session. On time, one or more payment options are used. As a result, we can enter numerous values in this field.

These payment options are depicted in the picture below on the payment screen of the point-of-sale interface. You choose the payment you want to make.


Cash rounding: Companies are required to round up or down the total amount of a bill. Unless it impacts materiality, round the figures for each entry to the closest decimal. The material permits accountants to make rounding entries as long as the resulting results are an accurate depiction of the company's financial status.


Name: Include the rounding's name.


Rounding Precision: A numerical value's precision indicates the number of digits used to express that value, including digits to the left and right of any decimal point.


Rounding strategy: There are two rounding strategies available. Include a Round A new line is added, and the tax amount is updated.


Account: the account to which the rounding will be applied.


Rounding Method: There are three methods for rounding: UP, DOWN, and HALF-UP.
UP: Value based on precise rounding to positive infinity.


DOWN: The value is based on the precision of rounding to negative infinity.


HALF-UP: Round to half plus infinity when the fractional part of a number is larger than or equal to 0.5, else round to minus infinity.
Set rounding from the payment settings. Determines which rounding method to employ.


Following that, you may see in the receipt.


Set the maximum: permissible difference between the expected and estimated amounts at the end of the session.
Coins/Bills: Set of coins/bills that will be used in the current session's opening and closing control.

Odoo 16 POS Module

Odoo 16 provides a POS module with enhanced functionality that aims to deliver comprehensive support for point-of-sale businesses.

Odoo assists users in integrating POS with other software and facilitates the simultaneous handling of multiple customers. Odoo is an application that allows you to work both online and offline.

If you're interested in learning more about Odoo and implementing it in your business, please contact us at sales@erpxcloud.com. Our dedicated team of Odoo experts is ready to customize and implement the best solution for your business ensuring maximum results in terms of leads, sales, and revenue.

Odoo, Moe Fawaz January 25, 2023
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