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How To Configure Point Of Sale In Odoo 13 ?

How To Configure Point Of Sale In Odoo 13 ?

Let’s have a discussion about Odoo 13 Point Of Sale with complete guidelines.  It is very easy, fast and simple to manage your sales, stock, accounting and shipping in Odoo Point Of Sale which helps your business to make it fast and smooth with a fully integrated Odoo POS Application.

Definitely Odoo POS has a lot of features. Odoo POS is fully integrated with the Accounting, CRM and Inventory Application. In POS any transaction will be automatically registered in your stock and accounting and you can also identify customers from CRM apps. Odoo POS application is based on a simple, user friendly interface. You can use this application online or offline on iPads, Android tablets or laptops.

Configuration

  1. Products

  2. Customer

  3. Payments Methods

Let’s look in brief.

To Configure of Product for Point Of Sale:

Now you can configure a product in the POS direct, or Sales, Inventory module.

POS Products

Enable “Available in POS” checkbox to show your product in POS. also set POS categories like fruits, vegetables, Beverages, bread etc.

Configure your POS Shop:

Open POS -> Click on manage (3 dot) button -> Click on Setting

POS Session

From the settings you can enable the Restaurant and their POS Interface.You can manage table management, Orderline notes, restrict product category, set start category.

POS Session

You can enable the payment method.

POS Payment Method

It is easy to add a new payment method in Odoo POS by clicking on “Payment Methods” and  you can create new payment methods. 

POS Payment Method

Choose that newly created payment method in the payment method many2one field.

  • Connected Devices

In the connected devices section you canadd your POS Box, IOT Box, Barcode Scanner in POS. add your device IP address in your pos setting.

Connected Device
  • Pricing

In the pricing section you can use the various options like Loyalty Program, Product Prices, Global Discounts, Pricelist option, Advanced Pricelist, Price Control, etc.

Pricing
  • Loyalty

Let’s configure the loyalty program in the Odoo Point Of Sale. Select “Loyalty Program” and Save it.

Loyalty functionality allows you to Retain your customers by encouraging repeat purchases.We can provide various kinds of rewards as gifts, POS resale and a discount to our customers. This loyalty program will help to determine how customers can get points with their purchases and what kind of motive they can send them.

Loyalty Program

Now you have to decide what type of program you wish to use, if the reward is a discount or a gift, then make it for particular products or cover your whole range. Apply rules so that it is only valid in specific situations and everything in between.

Loyalty Program Name: An identification of the loyalty program.

Points per currency: The loyalty points are given to the customer by sold currency

Points per order: The loyalty points are earned for specific products/categories

Points per product: The loyalty points are given to the customer by products sold

Points rounding: The loyalty point amounts are rounded to multiple.

Rules: How loyalty points are earned for particular products or categories.

Rewards Points

Defines Rules as per your company requirement.

POS Screen
  • Bills & Receipts

In the bill $ receipts section you can find Header & Footer - you can customize your bill content, Automatic Receipt Printing, Reprint Receipt, Invoicing - you can print invoice of your client  etc.

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Anjali Chand
December 2022

Very nice blog, Keep posting regularly and I am very impressed with the field of odoo for manufacturing.

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