Odoo Point of Sale (POS) Solutions
By Amrutha,

  Category: POS ERP Solutions     Comments: None

POS stands for Point of Sale. It is the place where people buy and sell. Odoo Point of Sale is fully integrated with the Inventory and the Accounting apps. POS solutions are various. POS system is a tool to do transactions. So, basically, it is the combination of hardware and software to create a complete transaction process. The heart of the business is Point of sale system.POS supports both online and offline operations. In this blog, I will be explaining how to get started with Odoo Point of Sale and the resulted POS solutions.

Crucial POS Hardware

⦁ Screen(Monitor)

POS Hardware-screen

 

⦁ Barcode reader

POS Hardware -Barcode reader

 

⦁ Credit card reader

Credit card reader

 

Receipt printer

Reciept printer

 

⦁ Cash drawer

Cash drawer

Configurations in Odoo

First, install the POS module from Apps.

Settings ->Activate developer mode ->Apps -> Search POS module ->Click Install.

install POS module

 

We can see the Point of scale on the navbar. While clicking on it, we can see it as shown below:-

Point of scale on the navbar

 

Then create products available in the Point of Sale.

Click Product -> Create -> Enter the details ->Save.

products available in the Point of Sale

 

To configure a new payment method

Payment -> Create.

Creating new payment method

 

After setup, a name and the type of payment method, go to the point of sale tab and activate the payment method in Point of Scale.

 activate the payment method

 

Once your payment methods are created, you can decide in which Point of Sale you want to make them available in the Point of Sale configuration.

Configure your Point of Sale

Configure Point of Sale

 

Create a new Point of Sale session

Point of sale -> Create.

Create new Point of Sale session

 

After entering the details please select the operation type, then save.

Now you are ready to make your first sale through the PoS.

first sale through the PoS

 

How to make your first order?

On the dashboard, we can see New Session. Click New Session ->

Creation of first order

 

You can see the PoS interface. It will show you the list of products on the right side. Click on a product to add the product to the cart. You can set the accurate quantity or weight using the keyboard.

View of PoS interface

 

Once the order is completed click on Payment. You can select the customer payment method.

Selecting the customer payment method

 

After that procedure, click on Cash(INR).

 Cash(INR)

 

After entering the cash, click Validate.
You will redirected to receipt screen and take a print out and go for another order or close the PoS session.

 

Printing the reciept screen

How to close the PoS session?

Click on the close button that appears on the top right corner and confirm. Then close the session from the dashboard,

close the session from the dashboard

 

you can see a summary of all transactions.

summary of all transactions

 

If everything is correct, you can validate the PoS session and post the closing entries.

validate the PoS session and post the closing entries.

 

Now you closed your PoS session and can see some details of closing. There are a number of POS solutions available in market. But Odoo POS is an efficient and excellent interface to handle the sale.

 

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