Point of Sale (POS): Configuration: Point of Sale
Purpose
The purpose of this documentation it to go over creating and managing the physical Point of Sale (PoS) stations in the Point of Sale app of Odoo 15.
Process
To get started, navigate to the Point of Sale app.
Once there, go to Configuration > Point of Sale. This brings you to a list of existing PoS locations within your organization.
To add a new PoS, click Create. This opens the New Point of Sale form.
Point of Sale: The name/location of this PoS.
Company: This will auto-populate with the company you're working in.
Is a Bar/Restaurant: This enables additional settings specific to the bar and restaurant industry. Odoo prompts you to save immediately when enabled. It will then load the following fields, marked with the icon, throughout the form.
Authorized Employees: Requires employee credentials to log into the PoS session and switch cashier. Odoo prompts you to save immediately when enabled, and you'll see one additional field:
Allowed Employees: Select the employees allowed to use a session under this PoS. After this is enabled, employees will see the following screen upon starting a session.
PoS Interface
Product Configurator: Allows you to select product attributes from within the PoS interface, such as color, size, style, etc.
Floors & Tables : Allows you to create floors and table layouts.
Category Pictures: Displays pictures of product categories within the PoS interface. When enabled, you can click the PoS Product Categories button to access categories, as needed.
Start Category: When selected, you can select the category you'll see when the PoS session begins.
Open Product Info: Display the "Product Info" page when a product with optional products is added to the customer's cart.
Customer Notes: Add notes to be printed on the receipt and invoice for the customer. (i.e. "Thank you, come again!")
Internal Notes : Allows you to add notes to orders on the order line. (i.e. "No caramel drizzle")
Restrict Product Categories: When enabled, you can select all categories to display on this PoS. You can also click the POS PRODUCT CATEGORIES button to access categories, as needed.
Large Scrollbars: Improve navigation for imprecise industrial touchscreens.
Limited Partners Loading: By default 100 partners are loaded. When the session is open, the remaining partners continue loading in the background. In the meantime, you can use the "Load Customers" button to load partners from the database.
Connected Devices
IoT: Connect devices using an IoT (Internet of Things) Box. Odoo will prompt you to save immediately when this is enabled. For assistance in adding devices not listed here, get in touch with Hibou support.
Customer Display: Show checkout to customers.
Order Printer : Allows you to select a printer that will print orders at the kitchen, bar, or other area. Use the PRINTERS button to manage your printers, and see our Order Printers documentation for further assistance.
Direct Devices: Allows you to connect devices that do not use IoT Box. When enabled, you'll see additional fields allowing you to select other devices based on what you have configured. Core Odoo displays the Epson Reciept Printer IP Address field.
Barcodes: If the Barcodes module is installed, this section will display. Barcode Nomenclature is the only configurable option for Barcodes in this section. For more information, refer to our Barcodes documentation.
Good to Know!
PAX Integration
For a video walkthrough to add PAX terminals to your Odoo 15 instance, see our PoS PAX Integration page.
Taxes
Fiscal Position per Order: Allows you to enable fiscal position per-order on this PoS, and assign a default fiscal position, if desired. You can use the Fiscal Positions button to manage or edit existing positions.
Fiscal Position: When enabled, you'll be required to select a default tax regime for this PoS.
Pricing
Default Pricelist: Select the default pricelist this PoS will use. Use the Pricelists button to add or manage existing lists.
Product Prices: Choose to have tax-excluded or tax-included prices show on receipts.
Manual Discounts: Allow a discount to be added per order line. If this feature is not enabled, the DISC button will be grayed out and cannot be used on the PoS keypad.
Price Control: Restrict price modifications to managers only. If this feature enabled, the PRICE button will be grayed out and cannot be used on the PoS keypad.
Advanced Pricelists: Allows you to set shop-specific prices for things like seasonal discounts. When selected, the following field will display:
Available Pricelists: Select the pricelists you want to be available for selection at this PoS.
Global Discounts: Enables a global discount on orders. Odoo prompts you to save immediately when enabled, and will then expose the following fields:
Discount Product: The product associated with this discount. This will be added as a line-item to the order.
Discount %: The discount percentage to be applied. This can be changed per-order.
When Global Discounts are enabled, a new Discount button is added to the PoS keypad.
Loyalty Program: Allow customers to gain points with each purchase. When enabled, an additional field will display: Select the Loyalty Program associated with this PoS. See the Loyalty Programs documentation for further instruction.
Gift Card: Allow the use of gift cards at this PoS.
Payments
Payment Methods: Select payment methods accepted at this PoS. You can add and manage these by clicking the Payment Methods button.
Set Maximum Difference: Enter the maximum difference allowed. If the amount is higher than this setting, the cashier will see an error at closing and will need to contact a manager.
Tips: Allows you to accept customer tips or convert their change to a tip. When enabled, you'll see one additional field:
Tip Products: Indicate which product to associate with tips.
Add tip after payment: Select this to allow customers to add a tip after the customer has left, or at the close of the PoS session.
Cash Rounding: This setting is present in PoS settings, but can also be set per-PoS on this form. When enabled, this allows you to indicate the lowest denomination of currency accepted through PoS. If your organization rounds up to the nearest .05 cents, then it's important to configure Odoo to recognize this.
Coin/Bills: Select the assortment of coins and bills to be used in opening and closing control.
Bills & Receipts
Order Reference: This setting cannot be disabled but does display the POS Order button that allows you to customize the reference ID used on your bills and receipts.
Automatic Receipt Printing: When enabled, receipts will print automatically when payment is registered. When enabled, you can opt to Skip Preview Screen during the checkout process.
Bill Splitting : Allows you to split bills easily.
Header & Footer: Allows you to add a custom message to header and footer of your bills and receipts. When enabled, you'll see the following fields:
Header: Enter the information to display on the header of your bills and receipts.
Footer: Enter the information to display on the footer of your bills and receipts.
Bill Printing : Allows you to print a bill before payment.
Invoicing: Adds a button in the checkout process that, when selected, will generate a PDF invoice once the transaction is validated. When selected, you can indicate which Invoice Journal these invoices should be posted to.
Inventory
Operation Type: Select the operation type used to record product pickings. Products will be taken from the location indicated here.
Limited Products Loading: Load all favorited (starred) products, all services, recent inventory movements of products, and the most updated products. When the session is open, all remaining products will continue loading in the background. In the meantime, you can use the "database icon" in the searcher to load products from the database.
Ship Later: Sell products and schedule them for a later delivery.
Accounting
Journal Entries: Select the Sales Journal for order on this PoS.
Sales Reporting
Down Payment Product: This product will be used as a downpayment on sale order.
