Point of Sales

Configure and use Point of Sales

Step 1: Create Product and Customer

To use Point of Sales, you need have the products to sold and customer who will be charged. So first you have to create Product and Customer.

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Step 2: Create Payment Method

  1. Create a new Journal for payment that will be done by cash

  2. Choose type = Cash

  3. Default Debit and Credit Account = cash (already created by default accounting module),

  4. Create Entry Sequence "Account Default Cash Journal),

  5. On tab Point of Sale, make sure PoS Payment Method are ticked.

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Step 3: Add Payment Method to POS

Next procedure is to add payment method that has been created to POS:

  1. From menu Point of Sale, go to Configuration > Point of Sales

  2. Choose the Point of Sale.

  3. Click 'Edit' and add an item to Available Payment Method

  4. Choose the Payment Method that has been created

  5. Save

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Step 4: Start a New Session

From menu Point of Sale, go to Daily Operations and click on Your Session
Click on button "New Session" to start a session.

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Step 5: Use POS

Now you can use your configured POS!

  1. Set Customer

  2. Choose Product

  3. Choose Payment Method

  4. Input amount of payment

  5. validate payment from POS

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Step 6: Print the Receipt

After you click Validate, you can Print the Receipt and move to the Next Order. 

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