A point of sale system is a combination of software and hardware that allows merchants to take transactions and simplify key day-to-day business operations. Odoo ERP has an efficient module to carry out POS operations. The module, POS is in Odoo is integrated with other modules like Accounting and Inventory and It supports both online and offline operations. In this blog, I will be explaining the components needed to set up a point of sale and the related configurations in Odoo.
2. INTRODUCTION
ďź A point of sale system is a combination of software and hardware that allows merchants to take
transactions and simplify key day-to-day business operations. Odoo ERP has an efficient module to
carry out POS operations. The module, POS is in Odoo is integrated with other modules like
Accounting and Inventory and It supports both online and offline operations. In this blog, I will be
explaining the components needed to set up a point of sale and the related configurations in Odoo.
3. ⢠Hardware Components
ďź Regardless of your chosen software deployment method, the hardware is the same. The following hardware
components are crucial for supporting POS software
⢠Register screen
ďź A standard monitor that displays the product. Enables other functions.
⢠Barcode scanner
ďź Barcode is useful for automating the POS process. Scan the barcode of a product and simply it in Order line.
⢠Receipt printer
ďź Email and text receipts are gaining popularity, but paper receipts are still important for providing customers with a
quick snapshot of their purchase.
⢠Cash drawer
ďź It may fade away in future but presently it is unavoidable. And as long cash is there, you need a secure place to store
cash for transactions. Additionally, there are no credit card fees tied to accepting cash.
4. ďś Odoo Point of Sale is fully integrated with the Inventory and the Accounting applications.
Any transaction with the point of sale will be registered in inventory management and
accounting automatically.
5. ďś Configuration
ďź Install the Point of Sale Application
ď Go to Apps and install the Point of Sale application.
ďź Do not forget to install an accounting chart of account. If it is not done.
6. ďś Configuring a payment method
ďź 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 activate the payment method in Point of Sale.
7. ďś Configuring Points Of Sale
ďź Go to Configuration ⣠Point of Sale, click on the main point of sale. Edit the point of sale and add the
custom payment method in the available payment methods.
ďź In the same way, you can configure each point of sale according to need..
8. ďą You are all set!
ďź Let's check how to make an order from PoS. On the dashboard, you can see your points of
sales, click on New session. It will give you the following window.
9. ďą On the right, you can see the products list. Click on a product or use the barcode to add the produ
to the cart. You can directly set the correct quantity or weight via the keyboard.
ď§ Once the order is completed, click on Payment. You can choose the customer payment method.
When it's done, click on Validate.
10. o You will redirected to receipt screen and take a print
out and go for another order.
11. Refer this link for more:
https://www.cybrosys.com/blog/how-to-setup-odoo-point-of-sale
12. Thank You !
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