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Getting started with Odoo Point of Sale

Overview

Odoo's online Point of Sale application is based on a simple, user friendly interface. The Point of Sale application can be used online or offline on iPads, Android tablets or laptops.

Odoo Point of Sale is fully integrated with the Inventory and the Accounting applications. Any transaction with your point of sale will automatically be registered in your inventory management and accounting and, even in your CRM as the customer can be identified from the app.

You will be able to run real time statistics and consolidations across all your shops without the hassle of integrating several external applications.

Configuration

Install the Point of Sale Application

Start by installing the Point of Sale application. Go to Apps and install the Point of Sale application.

Do not forget to install an accounting chart of account. If it is not done, go to the Invoicing/Accounting application and click on Browse available countries:

Then choose the one you want to install.

When it is done, you are all set to use the point of sale.

Adding Products

To add products from the point of sale Dashboard go to Orders ‣ Products and click on Create.

The first example will be oranges with a price of 3€/kg. In the Sales tab, you can see the point of sale configuration. There, you can set a product category, specify that the product has to be weighted or not and ensure that it will be available in the point of sale.

In same the way, you can add lemons, pumpkins, red onions, bananas... in the database.

Configuring a payment method

To configure a new payment method go to Configuration ‣ Payment methods and click on Create.

After you set up a name and the type of payment method, you can go to the point of sale tab and ensure that this payment method has been activated for the point of sale.

Configuring your points of sales

Go to Configuration ‣ Point of Sale, click on the main point of sale. Edit the point of sale and add your custom payment method into the available payment methods.

You can configure each point of sale according to your hardware, location,...

Point of Sale Name
An internal identification of the point of sale
Sales Journal
Accounting journal used to post sales entries.
Invoice Journal
Accounting journal used to create invoices.
Group Journal Items
Check this if you want to group the Journal Items by Product while closing a Session
Barcodes
Defines what kind of barcodes are available and how they are assigned to products, customers and cashiers
Order IDs Sequence
This sequence is automatically created by Odoo but you can change it to customize the reference numbers of your orders.
Sales Channel
This Point of sale's sales will be related to this Sales Channel.
Virtual KeyBoard
Enables an integrated Virtual Keyboard
Invoicing
Enables invoice generation from the Point of Sale
Prefill Cash Payment
The payment input will behave similarily to bank payment input, and will be prefilled with the exact due amount
Start Category
The point of sale will display this product category by default. If no category is specified, all available products will be shown
Tip Product
The product used to encode the customer tip. Leave empty if you do not accept tips.
Include Taxes in Prices
The displayed prices will always include all taxes, even if the taxes have been setup differently
Large Scrollbars
For imprecise industrial touchscreens
Display Category Pictures
The product categories will be displayed with pictures.
IP Address
The hostname or ip address of the hardware proxy, Will be autodetected if left empty
Barcode Scanner
Enable barcode scanning with a remotely connected barcode scanner
Electronic Scale
Enables Electronic Scale integration
Cashdrawer
Automatically open the cashdrawer
Receipt Printer
Bypass browser printing and prints via the hardware proxy
Automatic Receipt Printing
The receipt will automatically be printed at the end of each order
Skip Receipt Screen
The receipt screen will be skipped if the receipt can be printed automatically.
Header
A short text that will be inserted as a header in the printed receipt
Footer
A short text that will be inserted as a footer in the printed receipt
Cash Control
Check the amount of the cashbox at opening and closing.
Bill Splitting
Enables Bill Splitting in the Point of Sale
Bill Printing
Allows to print the Bill before payment
Orderline Notes
Allow custom notes on Orderlines
Restaurant Floors
The restaurant floors served by this point of sale

Now you are ready to make your first steps with your point of sale.

First Steps in the Point of Sale

Your first order

On the dashboard, you can see your points of sales, click on New session:

You will get the main point of sale interface:

On the right you can see the products list with the categories on the top. If you click on a product, it will be added in the cart. You can directly set the correct quantity or weight by typing it on the keyboard.

Payment

Once the order is completed, click on Payment. You can choose the customer payment method. In this example, the customer owes you 10.84 € and pays with a 20 € note. When it's done, click on Validate.

Your ticket is printed and you are now ready to make your second order.

Closing a session

At the end of the day, to close the session, click on the Close button on the top right. Click again on the close button of the point of sale. On this page, you will see a summary of the transactions

If you click on a payment method line, the journal of this method appears containing all the transactions performed.

Now, you only have to validate and close the session.