Posted in Point of Sale (POS), Odoo

Odoo V9 POS Reorder, Reprint


Click here to download from Odoo Apps

POS Reorder module allow user to view past pos orders, reorder the particular draft order and make a order as draft from POS. It is also possible to re-print receipt and view products of order from pos order list. There are some filter based on state, date of order and also searching functionality.

Here you can set configuration for order list in POS.
As per below image you can set start date that is used for display POS orders from start date to till date in order list.
Record per page is used to display number of records per page in order list.

POS Config
POS Config

Then create a button on home screen of pos as given in the below image.
Create another button on home screen to make a pos order as draft.

POS Buttons Scrren
POS Buttons Scrren

Now here is the list of past pos orders in tabular format.
On this orders table you can do filtration, re-print receipt, re-order the order, view products of order as given in the below image.

POS Order List
POS Order List

Here is the product popup that contains list of products of particular order.
Whenever you click on product icon it will show order details. You can also re-order from this popup.

POS Products Popup
POS Products Popup

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Posted in Odoo, Open Source, Point of Sale (POS), SMTP

Odoo 8 Point of sale – Send E-Receipt to customer


Click here to download from Odoo Apps

Are you finding a feature like Odoo POS send email to customer ?
We have created feature that allows to send E-Receipt from POS.

Lets check how it is working.
We have to enable this option `Prefer E-Receipt` in customer form.

Odoo Customer E-Receipt Configuration
Odoo Customer E-Receipt Configuration

To send receipt by email we need to enable this feature in POS Configuration form also.

Odoo POS E-Receipt Configuration
Odoo POS E-Receipt Configuration

Here, we can see this two feature that allow us to send email as well as update email for customer.

Allow to send e-receipt from POS
Allow to send e-receipt from POS

Once we click on `validate` button, then POS Order will be created and email address will be also updated in customer form.

Odoo customer updated email from POS
Odoo customer updated email from POS

At the same time, email will be sent.

Sent mail from Odoo POS
Sent mail from Odoo POS

Posted in Odoo, Point of Sale (POS), Product

Odoo v8 Point of Sale – Loading products in background


Click here to download from Odoo Apps

Most common issue in point of sale is product loading time. If there are number of products then pos is taking so much to load products and user is not able to do any operation for long time. Just to avoid this extra time, we have developed a feature which will display pos screen in few seconds and helps to load products in background. While products are loading, user can use pos screen and can scan products by barcode which will be online. Obviously POS will be online for few minutes atleast after first start.

Loading products in background
Loading products in background

Posted in Odoo, OpenERP, Point of Sale (POS)

Odoo Point of Sale – Self Service


We are introducing Odoo POS module which can be use for KIOSK system. It is useful during ‘Self Service’ type area where user can deposit some amount in advance and use that amount during purchase. User can able to purchase according to available balance.

It requires to configure type and journal first as we can see in below screen.

POS Configuration for self service
POS Configuration for self service

User will login into system by click on ‘Select User’ button. It is possible to login by unique barcode value assigned to each user. User has to ‘Validate’ order for completing payment process and amount will be deduct from his account.

POS Self Service Session
POS Self Service Session

User can be selected by name.

Select user from POS
Select user from POS

User can be selected by barcode also.

Select user barcode from POS
Select user barcode from POS

User has to enter assigned PIN for verification.

Enter user pin
Enter user pin

As we can see on top, after successful login, user can get information about his balance.

POS Login User Detail
POS Login User Detail

On each product add, POS will check available balance and notify if insufficient balance.

User's balance
User’s balance

At the end, user will get an Email and SMS for successful transaction like below.

Transaction Email
Transaction Email

Posted in Odoo, OpenERP, Point of Sale (POS), Product, Sale

Odoo v8 Point of sale – Pricelist options


As we have already developed a module to apply pricelist in v7 Point of Sale but there are some changes we made for Odoo v8 point of sale.

As we normally do, here we have created a pricelist of 10%.

Odoo pricelist
Odoo pricelist

Now in this screen, we assign pricelist to customer.

Assign pricelist to customer
Assign pricelist to customer

Now, when we select customer from Point of Sale, then automatically, we can see in drop down list, particular pricelist will be visible.

pricelist in pos from customer
pricelist in pos from customer

When we click on product, then that pricelist will be applied in the list.

Apply pricelist on products
Apply pricelist on products

Here are the list of pricelist options available. We can directly select pricelist from here also if we do not assign pricelist to customer but yes, as we normally do in Sales, for pricelist we must need customer to be selected.

Odoo pricelist options in pos
Odoo pricelist options in pos

Posted in Accounting, Configuration, Odoo, OpenERP, Point of Sale (POS), Product, Sale

Odoo – Loyalty Management


We have improved our existing loyalty system and make lots of enhancement. In new system, referral customer and employee will be tracked and get benefits of sales occurred from Sales Order or POS.

Loyalty point begin when customer start purchasing above Purchase Limit and then after customer will always get point on every purchase. In configuration, there are some general configuration for getting points for each one. It is easy to define accounts for discount and cash out.

Loyalty Global configuration
Loyalty Global configuration

In Sales Order form, you can select Referral Customer and enter how many points to redeem. Redeem points will be automatically converted into discount amount.

Referral Sale Order
Referral Sale Order

Points will be added in customer after invoice will be paid. (created from sales order).

Customer loyalty points
Customer loyalty points

Referral customer and employee (sales person) will earn points.

Referral customer loyalty points
Referral customer loyalty points
Odoo employee loyalty points
Odoo employee loyalty points

You can select Referral Customer from POS and redeem points.

POS Referral sale
POS Referral sale
POS Payment with earned points
POS Payment with earned points
POS redeem
POS redeem
POS point to amount
POS point to amount

It will print redeem point in POS Receipt.

POS receipt with point information
POS receipt with point information

It will make separate journal entry for redeem points entered from POS.

POS Redeem journal
POS Redeem journal

We can have all points information in customer form also like below images.

Points earned from POS
Points earned from POS
Odoo customer's redeemed point information
Odoo customer’s redeemed point information

Employee will get commission amount in their salary as per their sales during a month and job position in company. Multiplier value will be use for calculation of monthly commission amount. Employee contract must have Working Schedule define.

Employee job position
Employee job position

At time of creating employee payslip, employee points will be automatically selected and use in calculation.

Odoo hr payslip
Odoo hr payslip

Once employee payslip is confirmed, we will have corresponding points entry in employee form.

Odoo hr employee redeem
Odoo hr employee redeem

In this system, its possible to provide CASH amount to customer instead of discount during purchase and also generating valid accounting entries.

Cash out approved
Cash out approved
Cash out paid
Cash out paid

Cash Out will make entry same like redeem point for customer.

Odoo customer redeem
Odoo customer redeem

Posted in Odoo, Point of Sale (POS), Sale

Odoo Point of Sale – Create Sales Order with Signature


Click here to download the module

We have already created this feature before to create sales order from point of sale, but in this module we have done enhancement. Lets have look. Here is default Odoo point of sale screen.

Click here for video – Create Sales Order from Point of Sale with signature

Odoo Point of Sale Screen
Odoo Point of Sale Screen

After assigning customer and product selection, when we click on “Create Sales Order” button, then following screen will open to add any note and sing box for customer.

Sign from Odoo POS
Sign from Odoo POS

After note and signed by customer, when we click on Create, then Sales Order will be created like below screen with popup.

Create SO from POS with Signature
Create SO from POS with Signature

Here is the SO created from POS with signature visible.

SO Created from Odoo POS
SO Created from Odoo POS

And the same signature is available in Sales Order report also.

Odoo Sales report with signature from POS
Odoo Sales report with signature from POS