Point of Sale (POS): Workflows: PoS Sales Process
Point of Sale (PoS) is used to provide a straight-forward approach to fulfilling orders for cash-and-carry customers that wish to pickup goods themselves directly from the warehouse.
This documentation outlines the usage of Point of Sale within Odoo 15.
To get started, navigate to the Point of Sale application.
Changing Price on Products
To change the price on a product, click on the product in the order so it is highlighted.
Click Price on the keypad, followed by the new price. The button will change color when activated. You can enter the price using a mouse or a physical keypad, but be sure to enter the decimal!
Changing Quantity on Products
To change the price on a product, click the product in the order list so it is highlighted.
Click qty on the keypad, followed by the new quantity. The button will change color when activated. You can enter the quantity using a mouse or a physical keypad. Be sure to add decimal points, where applicable.
The new quantity will be reflected on the product.
Adding Discounts on a Product
To add a discount on a product, click on the product so it is highlighted.
Click DISC on the keypad, followed by the percentage discount. The button will change color when activated. You can enter the discount using a mouse or a physical keypad. Be sure to add decimal points, where applicable.
The new price and the associated discount will be reflected on the product.
Adding Global Discounts on an Order
You must first have Global Discounts enabled on the Point of Sale instance. Once enabled, you'll see the Discount button in the PoS checkout process.
Click DISCOUNT on the keypad.
This brings up a modal window where you can enter the discount percentage. It will auto-populate with the configured Global Discount in the PoS instance settings, respectively. When you're ready, click Ok.
The discount will be added as its own line-item and new price will be reflected.
To remove a product, click the product in the order list so it is highlighted.
Select Qty on the keypad, followed by the backspace button on the screen or your physical keyboard.
This will set the product quantity to 0 and zero out the price.
Click the backspace button again to remove the product from the order altogether.
Associating a Customer with the Order
To associate a customer with the order, making it easier to find and reference the order in the future, click the "Customer" button on the keypad.
Search for and click on the appropriate customer. Note that you may also create a new customer from this screen. Click Set Customer to associate this customer to the order.
The customer will then display in the keypad area. You can click their name to deselect or reselect the customer.
Good to Know!
If this customer is part of a Loyalty Program, you will see the number of points they will collect once this purchase is complete, as well as their point balance.
To learn how to add rewards to a sale, see the Loyalty Programs documentation.
Paying for the Order
To continue to checkout and collect payment, click the Payment button on the keypad.
First, select a payment method.
Enter the amount being paid by this method; if there is a balance due it will be shown in the Remaining field. You can repeat this process if more than one payment method is being used. Note that the amount of change required will be displayed for reference.
Good to Know!
By selecting Invoice on the checkout page, a PDF invoice for this order will be generated and downloaded upon validation.
When you're ready, click VALIDATE .
The next screen is the receipt, which can be printed for the customer, emailed to the customer, or both.
Closing PoS Sessions
P.S sessions should be closed daily. If you're in a session, click Close on the top right.
This will open the Closing Control modal window. From here you will count your drawer and record any profits or losses as a journal entry.
This will return you to your PoS dashboard and from there, you may either begin a new session or continue with the current session.