Commencer

Lorsqu’ils travaillent avec une application de point de vente, les employés veulent une solution simple et conviviale. Une solution qui fonctionne en ligne ou hors ligne et avec n’importe quel appareil.

A Point of Sale system is a fully integrated application that allows any transaction, automatically registers product moves in your stock, and gives you real-time statistics and consolidations across all shops.

Configuration

Make products available in the PoS

To make products available for sale, go to Point of Sale ‣ Products ‣ Products and open a product. In the Sales tab, enable Available in Point of Sale.

Product form. Making the product available in PoS.

Note

You can also define if the product has to be weighted or not.

Configurez vos modes de paiement

To add a payment method, you first need to create it. Go to Point of Sale ‣ Configuration ‣ Payment Methods and click on create. Then, you can name your payment method and set it up.

Creating a new payment method for a Point of Sale.

Note

Don’t forget your credentials for methods using a payment terminal.

Now, you can select the payment method in your PoS settings. To do so, go to Point of Sale ‣ Configuration ‣ Point of Sale and open the PoS in which you want to include the payment method. Then, add the payment method.

Making the payment method available in a point of sale.

Note

Configuration is the menu where you can edit all your point of sale settings. Some more features are available for restaurants.

Your first PoS session

Votre première commande

Ouvrez une nouvelle session depuis le tableau de bord en cliquant sur Nouvelle session.

Launching a new session.

Après l’écran de chargement, vous arrivez sur l’interface PoS.

Point of sale dashboard.

Une fois qu’une commande est terminée, vous pouvez enregistrer le paiement. Toutes les méthodes de paiement disponibles apparaissent sur la gauche de l’écran. Sélectionnez la méthode de paiement et entrez le montant reçu. Vous pouvez ensuite valider le paiement.

Return and refund products

Having a well-thought-out return policy is key to keep customers satisfied and make the process of accepting returns and refunds easy for you.

To do that, from the PoS interface, select the product and quantity (with the +/- button) that the customer wants to return. For multiple products, repeat the process individually.

Refunding a product with the point of sale app.

When on the payment interface, the total is negative. To end the refund, process the payment and validate it.

Giving back money to customer in Odoo Point of Sale.

Fermer la session PdV

To close your session at the end of the day, click on the close button on the upper right corner of your screen and confirm. Now, close the session on the dashboard view.

How to close a point of sale session.

Astuce

It’s strongly advised to close your PoS session at the end of each day.

Once a session is closed, you can see a summary of all transactions per payment method. Then, click on a line to see all orders that were paid during your PoS session. If everything is correct, validate the session and post the closing entries.

Point of sale sales report before closing the session.

Astuce

To connect the PoS hardware with an Odoo IoT Box, please refer to these docs: Connect an IoT Box to your database and Use the IoT Box for the PoS.

Visualisez vos statistiques

Keeping track of your sales is essential to get meaningful statistics. That’s why Odoo provides analyzes about your sales.

To access your statistics, go to Point of Sales ‣ Reporting ‣ Orders. There, you can see various statistics in graph or pivot form.

Orders analysis with pivot view of the point of sale reporting feature.

You can also access them through the dashboard.

Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form.