Professional Documents
Culture Documents
Release 8
Contents
1
Introduction
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5
5
Sell in Seconds
5.1 Open a Session, Handle Several Customers at the Same Time and Sell your Products
5.2 Create an Invoice for your B2B Clients . . . . . . . . . . . . . . . . . . . . . . . . .
5.3 Give a Refund to Your Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4 Apply Time-Limited or Seasonal Discounts . . . . . . . . . . . . . . . . . . . . . .
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7.2
1 Introduction
The Point of Sale is an element that was first introduced in version 6.0 of OpenERP and has been improved since
then to become an important feature of Odoo. The PoS is a unique application inside the apps set of Odoo. First
of all, it is among the first PoS systems running on a 100% web-based environment, which means any computer
with a web browser can host Odoos PoS. Secondly, the PoS is the first two-part app in Odoo, with a front end and
a back end.
The Point of Sale application allows you to:
Connect your existing peripherals to your Point of Sale application;
Sell your products in seconds thanks to a neat and user-friendly interface;
Create invoices on the spot for your B2B customers;
Track your shops performance;
Automatically generate accounting entries and stock moves.
The Front End:
Points of Sale are systems that are used in places where people must interact quickly with their environment. Lets
think of cashiers that need to quickly scan items or waiters that have to check several tickets at a time. In that case,
they need an interface that is designed for them, and not only forms with a lot of fields they need to fill up (even
though completing these fields can at least be partially automated in Odoo). For this very reason, Odoo designed
a front end for its Point of Sale.
The Back End:
The back end is the place where managers will go to configure the PoS, print reports and analyze sales. The back
end of the Point of Sale works with the usual Odoo interface.
The Offline Mode:
Thanks to the back-end/front-end architecture, Odoo made the PoS very robust allowing you to use the front-end
offline mode. This means that once the PoS front end is launched, Odoo server and/or the connection could be
shut down, without affecting the PoS. This offline system requires more time to implement new features, but is
more robust. Lets imagine several case were having an offline mode is of prime interest:
Connection to server shutdown in a big supermarket;
Use in environments that require mobility without wifi;
Use in low-tech environments.
Note:
The Point of Sale is the name given to the Odoo app. But the PoS is also a concept we use inside this
module. This concept can be understood as a link from a shop to the accounting data. It is also on the
point of sale object that you will specify the possible interfaces it can relate to (such as payment terminals,
printers, etc.)
Tip:
Some ways to debug your PosBox:
Printer should print a ticket.
Check the connectivity on the front end.
Connect in SSH to your PosBox. The SSH address is given on the printers ticket.
Have you tried turning it off and on again?
5 Sell in Seconds
5.1 Open a Session, Handle Several Customers at the Same Time and Sell your
Products
Note:
Session: A session is the temporary use of a Point of Sale by a user. If you connect to the PoS because he is
in charge of the sales during half an hour at the front desk of the shop, then he needs to close the existing
session and open a new one in the PoS. Every PoS order will be linked to a session.
PoS Order: Order created by the PoS. The way customers usually see the PoS order is the printed output:
the ticket.
Note:
For Trainer: Demonstration scenario
Go to Daily Operations Your Session. Select the point of sale you created and click New Session.
Show the different sections of the Point of Sale interface:
The top bar showing the connected user, the different ongoing tickets, the PoSBox status and the
connection status.
The shopping cart.
The search bar and the public categories breadcrumb. Show how you can refine the product search
through public categories.
The payment methods and the virtual keyboard.
Create a ticket by selecting one jar of jam, one bottle of orange juice and one pear.
Show how you can give a 15% discount on the bottle of orange juice.
Change the quantity of pears to two.
Change the price of the jar of jam.
The customer forgot to take an article in the shelves, and leaves to take it; in the meanwhile, create a second
ticket for the customer waiting in the line.
The customer pays $10 in cash and the rest with his/her credit card.
Validate the ticket.
Close the front-end interface, close the session (at the end of the day) and validate closing and post entries.
Show the list of PoS orders, the journal entries and the picking that are created.
Go to Daily Operations Your Session. Select the point of sale you created and click on New Session.
In the front-end interface, create a ticket either by selecting the products from the list or by scanning their
bar code.
If necessary, give a discount, change the quantity or the price via the virtual keyboard.
Select the payment method chosen by the customer.
Enter the payment details and validate the ticket.
Close the front-end interface, close the session and validate closing and post entries.
Note:
If EAN13 barcodes are properly defined for products, you can easily use a scanner to add them to the cart.
To learn more about barcodes in Odoo, please refer to https://www.odoo.com/forum/help-1/question/whatkind-of-barcodes-are-supported-by-the-point-of-sale-53.
If you struggle to scan an item, you can type its barcode in the search bar to add it to the cart.