Gerenciamento de múltiplos funcionários

Odoo Point of Sale (POS) offers a Multi Employees per Session feature, allowing multiple users to log into a POS session. Activating this feature enables the following actions:

• Select specific users who can log into the POS.

• Assign basic or advanced permissions to these users.

• Track the employees involved in each order for enhanced analytics.

Configuração

Access the multi-employee setting from the PoS Interface section of the POS settings. Then,

1. Activate the Multi Employees per Session feature.

2. Add the employees with basic POS functionality access in the Basic rights field.

3. Add the employees with extended POS functionalities in the Advanced rights field.

Nota

• Leaving the Basic rights field empty allows all employees to log in.

• Leaving the Advanced rights field empty grants extended rights to Odoo users only.

Dica

Click the (vertical ellipsis) button on the top right corner of a POS card and Edit to access the setting from the main POS dashboard.

Veja também

Direitos de acesso

Basic rightsAdvanced rights

Employees with basic rights can perform the following actions within the POS:

Session management:

• Open a POS session.

• Lock the current POS session.

• Toggle the visibility of product and category images.

Sales transactions:

• Process standard sales transactions.

• Process refunds.

• Access and handle sales orders.

• Set customers.

• Access past and current order history.

Pricing and discounts:

• Manually select another pricelist.

• Enter promotional codes.

• Manually apply discounts.

• Manually change a product’s price.

Usage guidelines

Logging in

Once the Multi Employees per Session feature is enabled, employees must log in to open a POS session and access the POS interface. They can scan their employee badge or click Select Cashier to select their name from the list of authorized users.

To switch between users during an active session, click on the currently logged-in employee’s name at the top right of the POS screen and select the user to switch to.

Logging in with badges

Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to the employee’s profile in the Employees module:

1. Navigate to the Employees module.

2. Open the form view of the specific employee.

3. Go to the HR Settings tab.

4. The Attendance/Point of Sale category offers two options:

   • Manually enter any badge ID in the Badge ID field.

   • Click Generate to create a unique badge ID automatically.

5. Click Print Badge to generate a barcode representation of the assigned badge ID.

To switch users within an open POS session using a badge, you must first lock the session. To do so, click the icon (hamburger menu) and Lock to return to the login screen. Then, the new employee can scan their badge to log in.

Adding a PIN Code

For enhanced security, employees may be forced to enter a PIN code each time they log into a POS session. To set up a PIN code for an employee:

1. Navigate to the Employees module.

2. Open the form view of the relevant employee.

3. Go to the HR Settings tab.

4. Enter a desired numerical code in the PIN Code field of the Attendance/Point of Sale category.

Nota

The PIN code must consist of a sequence of digits only.