Let’s find out step-by-step on how to configure Odoo Point of Sales(POS).
Odoo POS Configuration:
Goto Menu icon➡️Point of Sale(POS)➡️Configuration➡️Point of Sale(POS)➡️Click on Create button
Now Here You can Access Odoo Pos under the Dashboard
In Odoo POS, On one click create a new session or continue Odoo POS on an existing one.
On Odoo POS instance, Click on the product your customer wants to purchase.
Now on Odoo POS instance, Select the Lot number of the product that your Customer wants.
Else you can create a quotation for later use in Odoo POS.
On Odoo POS instance, Enter the amount and validate it.
Now print the generated receipt and move to the next order on Odoo POS dashboard.
Odoo Multi-company Point of Sale Configuration:
Goto Under the Menu Icon➡️Setting➡️General Setting➡️Select Multi-companies.
- Create a Company in Odoo POS
Goto Menu Section ➡️Setting➡️User & Companies➡️Companies➡️Create
After entering the details of Company like name, GSTIN etc. Click on Save.
- Create a user in Odoo POS
Goto Menu Icon➡️Setting➡️Users & Companies➡️Users➡️Create
Select the company for which the user has to be created. (view Fig. 11)
After entering the details Click on Save.
After User has been created.
- Create a PoS configuration
For the PoS module using companies,
Goto Menu icon➡️Inventory➡️Configuration➡️Select Operation types➡️Open PoS Orders➡️Click on Edit
In Odoo POS reference sequence pop up a check for the company and set it to the current company if it is not there by default.
In Warehouse pop up, check for the company’s address and set it to the current company if not present there by default.
In Odoo instance, when one login through a user account who has access to the company’s backend only with the sales module.
When Odoo user login with a User Account that has access to PoS only.
When one login with a new user account who has access to the Sales Commission module in Odoo.
Goto Sales ➡️Orders➡️Customers
When a new user has Point of Sales Module access in Odoo.
Goto Point of Sales ➡️Orders ➡️Customers.
And remove the filter “customer”.
After removing the “customers” filter in Odoo instance, search for the current user.
Click on User’s profile and click on Edit button.
Enter an email address for the User and click Save.
In case you are looking for Odoo Multi-company PoS implementation for your Organization you can get in touch with us here.