Odoo Point of Sale can be used online or offline on Android tablets, iPads or laptops. In a store, a POS is used where the checkout happens, orders are processed and bills are paid.
Odoo 13 point of sale a complete guide to point of sales features, payments, pricing
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2. Odoo 13 Point of Sale | A Complete
Guide to Point of Sales Features,
Payments, Pricing
In Odoo 13 Point of Sale (POS) is technically a system in a retail store from
which you handle the sale of physical goods. Odoo Point of Sale can be used
online or offline on Android tablets, iPads or laptops.
In a store, a POS is used where the checkout happens, orders are processed,
and bills are paid. Odoo POS generates brief sales reports i.e. depend on
product, hour, employee, total retail amount, net profit, profit percentage, etc.
In this Blog, you are going to discuss, "Odoo 13 Point of Sale Software | A
Complete Guide to Point of Sales Features, Payments, Pricing". Odoo Point
of Sale is fully integrated with the Inventory and Accounting applications. Odoo
POS software can help you manage inventory efficiently as well.
3. Odoo POS handles as the main component for your business; it’s the
core where everything—like sales, inventory and customer
management—merges.
Configuration
First of all, you can install the Odoo POS module in your database.
4. To Configure of Product for Point Of Sale:
Now you can configure a product in the Inventory module.
5. Go to Inventory module -> Master Data -> Products and click on the
Create button. At that time go to the Point of Sale tab and tick the checkbox
of “Available in Point of Sale”.
6. Now go to the Point of Sale Dashboard where you can see all the POS
sessions in your Odoo system.
7. Now you can go to the Order Section under that you look at various options
like Orders, Sessions, Payment Customers. After clicking on the Order
button now you can see all the POS orders which you can be placed.
8. After clicking the Sessions button now you can view all active sessions
like shop or restaurant.
9. Under the Payment Section, Now you can add a new payment method
for a Point of Sale.
10. Go to Point of Sale -> Configuration -> Point of Sale -> Select a Point
of Sale then go to
Payment section and click on the Payment method button.
11. After click on the Customers button, now you can view all customers with
their information.
12. Now comes to the Product Section that you look at various options like
Product, Product Variants, Loyalty program. After clicking on the Product
button you can view and access all the products which you have
configured.
13. Now comes to the Product Variant Section, you can view, access and add
various variants of the products.
14. Now go to the Loyalty Program button, you can configure the loyalty
program in the Odoo POS.
You can set a minimum purchase amount for the Odoo POS customers to
earn loyalty reward points.
Now go to Configuration -> Loyalty Programs and click on Create. At
that time, the Loyalty Program in Odoo consists of three sections.
First section: In this type of field you can specify the details of the
program.
Second section: In this type of field, you can add certain rules
Third section: In this type of field, you can add corresponding rewards.
15. At that time you go to the first section then create a loyalty program then fill
the following details like name, points per currency, points per order, points
per product, points rounding.
16. At that time you go to the second section, To do this click on Add an item
under Rules.
17. Now you can fill the following required fields like
>>Name: An internal identification for this loyalty program rule
>>Type: Does this rule affects products or a category of products?
>>Target Product: The product affected by the rule
>>Target Category: The category affected by the rule
>>Cumulative: The points won from this rule will be won in addition to other
rules
>>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
18.
19. At that time you go to the third section. Three types of reward can be
given: Gift, Discount and Resale.
20. Gift: give a gift for an amount of points. Now you can fill the following
required fields like Reward Name, Gift Product, Reward Cost, Minimum
points, and click on the Save and New button.
21. To Setup PoS Restaurant/Bar
If you want to enable the Bar/Restaurant in POS, go to Point of Sale ->
Configuration -> Point of sale and choose your PoS interface.
Now you can select Is a Bar/Restaurant
22. Under the Pricing section, you can enable the various options like
Pricelist option, Advanced Pricelist, Product Prices, Global Discounts,
Loyalty Program, Price Control, etc.
23. Under the Bill & Receipt section, you can enable the following fields like
Header & Footer, Automatic Receipt Printing, Reprint Receipt,
Invoicing, etc. In Header & Footer field you can customize your bill by
adding custom messages. In the Invoicing field, you can print an invoice
for your customer.
24. Under the Inventory section, now you can enable the operation type
option then click on the Save button.
25. Create your first PoS session
Now go to the PoS dashboard, you can view all your points of sale and you
can start a new session.
26. After clicking on the New Session button in Point of Sale. You now arrive on
the PoS interface. At that time you can select the various categories of
products.
27. Now clicking on the Customer button, you can set your Customer.
28. After creating the Customer, now you come to the Payment section. At
that time you can click to register the payment by clicking on the Payment
button.
29. Under the Payment button, you can select the cash option and add the
Tendered amount paid by the customer and click on the Validate button
30. Once you Validate the payment, it will generate a receipt and you can see
your customized header and footer. You can even print the receipt if you
have a printer configuration. Lastly, you can trigger the Next Order option
and continue with your POS processing.
After validating the Payment, at that time, generate a receipt and you can
see all information about your order.
31. Now go to the Order section, you can see the order you just created.
