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POSBox Setup Guide

=./odoo.py --load=web,hw_proxy,hw_posbox_homepage,hw_posbox_upgrade,hw_scale,hw_scanner,hw_escpos=========================== Point of Sale Hardware Setup ============================

Prerequisites

Before you start setting up your POSBox make sure you have everything. You will need :

  • The POSBox
  • A 2A Power adapter
  • A computer or tablet with an up-to-date web browser
  • A running SaaS or Odoo database with the Point of Sale installed
  • A local network set up with DHCP (this is the default setting)
  • An Epson USB TM-T20 Printer or another ESC/POS compatible printer (officially supported printers are listed at the POS Hardware page)
  • A Honeywell Eclipse USB Barcode Scanner or another compatible scanner
  • An Epson compatible cash drawer
  • An RJ45 Ethernet Cable (optional, Wi-Fi is built in)

Step By Step Setup Guide

Current version of the POSBox (since 2015)

Connect peripheral devices

Officially supported hardware is listed on the POS Hardware page, but other hardware might work as well.

  • Printer: Connect an ESC/POS printer to a USB port and power it on.
  • Cash drawer: The cash drawer should be connected to the printer with an RJ25 cable.
  • Barcode scanner: Connect your barcode scanner. In order for your barcode scanner to be compatible it must behave as a keyboard and must be configured in US QWERTY. It also must end barcodes with an Enter character (keycode 28). This is most likely the default configuration of your barcode scanner.
  • Scale: Connect your scale and power it on.
  • Ethernet: If you do not wish to use Wi-Fi, plug in the Ethernet cable. Make sure this will connect the POSBox to the same network as your POS device.
  • Wi-Fi: The current version of the POSBox has Wi-Fi built in. Make sure not to plug in an Ethernet cable, because all Wi-Fi functionality will be bypassed when a wired network connection is available.

Power the POSBox

Plug the power adapter into the POSBox, a bright red status led should light up.

Make sure the POSBox is ready

Once powered, The POSBox needs a while to boot. Once the POSBox is ready, it should print a status receipt with its IP address. Also the status LED, just next to the red power LED, should be permanently lit green.

Setup the Point of Sale

To setup the POSBox in the Point of Sale go to Point of Sale ‣ Configuration ‣ Point of Sale and select your Point of Sale. Scroll down to the PoSBox / Hardware Proxy section and activate the options for the hardware you want to use through the POSBox. Specifying the IP of the POSBox is recommended (it is printed on the receipt that gets printed after booting up the POSBox). When the IP is not specified the Point of Sale will attempt to find it on the local network.

If you are running multiple Point of Sale on the same POSBox, make sure that only one of them has Remote Scanning/Barcode Scanner activated.

It might be a good idea to make sure the POSBox IP never changes in your network. Refer to your router documentation on how to achieve this.

Launch the Point of Sale

If you didn't specify the POSBox's IP address in the configuration, the POS will need some time to perform a network scan to find the POSBox. This is only done once.

The Point of Sale is now connected to the POSBox and your hardware should be ready to use.

Wi-Fi configuration

The most recent version of the POSBox has Wi-Fi built in. If you're using an older version you'll need a Linux compatible USB Wi-Fi adapter. Most commercially available Wi-Fi adapters are Linux compatible. Officially supported are Wi-Fi adapters with a Ralink 5370 chipset.

Make sure not to plug in an Ethernet cable, as all Wi-Fi related functionality will be disabled when a wired network connection is available.

When the POSBox boots with a Wi-Fi adapter it will start its own Wi-Fi Access Point called "Posbox" you can connect to. The receipt that gets printed when the POSBox starts will reflect this. In order to make the POSBox connect to an already existing Wi-Fi network, go to the homepage of the POSBox (indicated on the receipt) and go to the Wi-Fi configuration page. On there you can choose a network to connect to. Note that we only support open and WPA(2)-PSK networks. When connecting to a WPA-secured network, fill in the password field. The POSBox will attempt to connect to the specified network and will print a new POSBox status receipt after it has connected.

If you plan on permanently setting up the POSBox with Wi-Fi, you can use the "persistent" checkbox on the Wi-Fi configuration page when connecting to a network. This will make the network choice persist across reboots. This means that instead of starting up its own "Posbox" network it will always attempt to connect to the specified network after it boots.

When the POSBox fails to connect to a network it will fall back to starting it's own "Posbox" Access Point. If connection is lost with a Wi-Fi network after connecting to it, the POSBox will attempt to re-establish connection automatically.

Multi-POS Configuration

The advised way to setup a multi Point of Sale shop is to have one POSBox per Point of Sale. In this case it is mandatory to manually specify the IP address of each POSBox in each Point of Sale. You must also configure your network to make sure the POSBox's IP addresses don't change. Please refer to your router documentation.

POSBoxless Guide (advanced)

If you are running your Point of Sale on a Debian-based Linux distribution, you do not need the POSBox as you can run its software locally. However the installation process is not foolproof. You'll need at least to know how to install and run Odoo. You may also run into issues specific to your distribution or to your particular setup and hardware configuration.

Drivers for the various types of supported hardware are provided as Odoo modules. In fact, the POSBox runs an instance of Odoo that the Point of Sale communicates with. The instance of Odoo running on the POSBox is very different from a 'real' Odoo instance however. It does not handle any business data (eg. POS orders), but only serves as a gateway between the Point of Sale and the hardware.

The goal of this section will be to set up a local Odoo instance that behaves like the Odoo instance running on the POSBox.

Image building process

We generate the official POSBox images using the scripts in https://github.com/odoo/odoo/tree/11.0/addons/point_of_sale/tools/posbox. More specifically, we run posbox_create_image.sh. This builds an image called posbox.img, which we zip and upload to nightly.odoo.com for users to download.

The scripts in this directory might be useful as a reference if you get stuck or want more detail about something.

Summary of the image creation process

The image creation process starts by downloading the latest Raspbian image. It then locally mounts this Raspbian image and copies over some files and scripts that will make the Raspbian image turn itself into a POSBox when it boots. These scripts will update Raspbian, remove non-essential packages and install required packages. In order to boot Raspbian we use qemu, which is capable of providing ARM emulation. After this, the emulated Raspbian OS will shut itself down. We then once again locally mount the image, remove the scripts that were used to initialize the image at boot and we copy over some extra configuration files. The resulting image is then ready to be tested and used.

Prerequisites

  • A Debian-based Linux distribution (Debian, Ubuntu, Mint, etc.)
  • A running Odoo instance you connect to load the Point of Sale
  • You must uninstall any ESC/POS printer driver as it will conflict with Odoo's built-in driver

Step By Step Setup Guide

Extra dependencies

Because Odoo 11.0 runs on Python 3, you need to check which version of pip you need to use.

# pip --version

If it returns something like:

pip 1.4.1 from /usr/lib/python2.7/dist-packages (python 2.7)

You need to try pip3 instead.

If it returns something like:

pip 1.5.6 from /usr/local/lib/python3.3/dist-packages/pip-1.5.6-py3.3.egg (python 3.3)

You can use pip.

The driver modules requires the installation of new python modules:

# pip install netifaces evdev pyusb==1.0.0b1

Access Rights

The drivers need raw access to the printer and barcode scanner devices. Doing so requires a bit system administration. First we are going to create a group that has access to USB devices

# groupadd usbusers

Then we add the user who will run the Odoo server to usbusers

# usermod -a -G usbusers USERNAME

Then we need to create a udev rule that will automatically allow members of usbusers to access raw USB devices. To do so create a file called 99-usbusers.rules in the /etc/udev/rules.d/ directory with the following content:

SUBSYSTEM=="usb", GROUP="usbusers", MODE="0660"
SUBSYSTEMS=="usb", GROUP="usbusers", MODE="0660"

Then you need to reload the udev rules or reboot your machine if reloading the rules did not work.

# udevadm control --reload-rules && udevadm trigger

Start the local Odoo instance

We must launch the Odoo server with the correct settings

$ ./odoo-bin --load=web,hw_proxy,hw_posbox_homepage,hw_scale,hw_scanner,hw_escpos

Test the instance

Plug all your hardware to your machine's USB ports, and go to http://localhost:8069/hw_proxy/status refresh the page a few times and see if all your devices are indicated as Connected. Possible source of errors are: The paths on the distribution differ from the paths expected by the drivers, another process has grabbed exclusive access to the devices, the udev rules do not apply or a superseded by others.

Automatically start Odoo

You must now make sure that this Odoo install is automatically started after boot. There are various ways to do so, and how to do it depends on your particular setup. Using the init system provided by your distribution is probably the easiest way to accomplish this.

Setup the Point of Sale

The IP address field in the POS configuration must be either 127.0.0.1 or localhost if you're running the created Odoo server on the machine that you'll use as the Point of Sale device. You can also leave it empty.

POSBox Technical Documentation

Technical Overview

The POSBox Hardware

The POSBox's Hardware is based on a Raspberry Pi 2, a popular single-board computer. The Raspberry Pi 2 is powered with a 2A micro-usb power adapter. 2A is needed to give enough power to the barcode scanners. The Software is installed on a 8Gb Class 10 or Higher SD Card. All this hardware is easily available worldwide from independent vendors.

Compatible Peripherals

Officially supported hardware is listed on the POS Hardware page.

The POSBox Software

The POSBox runs a heavily modified Raspbian Linux installation, a Debian derivative for the Raspberry Pi. It also runs a barebones installation of Odoo which provides the webserver and the drivers. The hardware drivers are implemented as Odoo modules. Those modules are all prefixed with hw_* and they are the only modules that are running on the POSBox. Odoo is only used for the framework it provides. No business data is processed or stored on the POSBox. The Odoo instance is a shallow git clone of the 11.0 branch.

The root partition on the POSBox is mounted read-only, ensuring that we don't wear out the SD card by writing to it too much. It also ensures that the filesystem cannot be corrupted by cutting the power to the POSBox. Linux applications expect to be able to write to certain directories though. So we provide a ramdisk for /etc and /var (Raspbian automatically provides one for /tmp). These ramdisks are setup by setup_ramdisks.sh, which we run before all other init scripts by running it in /etc/init.d/rcS. The ramdisks are named /etc_ram and /var_ram respectively. Most data from /etc and /var is copied to these tmpfs ramdisks. In order to restrict the size of the ramdisks, we do not copy over certain things to them (eg. apt related data). We then bind mount them over the original directories. So when an application writes to /etc/foo/bar it's actually writing to /etc_ram/foo/bar. We also bind mount / to /root_bypass_ramdisks to be able to get to the real /etc and /var during development.

Logs of the running Odoo server can be found at:

/var/log/odoo/odoo.log

Various POSBox related scripts (eg. wifi-related scripts) running on the POSBox will log to /var/log/syslog and those messages are tagged with posbox_*.

Accessing the POSBox

Local Access

If you plug a QWERTY USB keyboard into one of the POSBox's USB ports, and if you connect a computer monitor to the HDMI port of the POSBox, you can use it as a small GNU/Linux computer and perform various administration tasks, like viewing some logs.

The POSBox will automatically log in as root on the default tty.

Remote Access

If you have the POSBox's IP address and an SSH client you can access the POSBox's system remotely. The login credentials are pi/raspberry.

Updating The POSBox Software

Only upgrade the POSBox if you experience problems or want to use newly implemented features.

The best way to update the POSBox software is to download a new version of the image and flash the SD-Card with it. This operation is described in detail in this tutorial, just replace the standard Raspberry Pi image with the latest one found at the official POSBox image page. This method of upgrading will ensure that you're running the latest version of the POSBox software.

The second way of upgrading is through the built in upgrade interface that can be reached through the POSBox homepage. The nice thing about upgrading like this is that you don't have to flash a new image. This upgrade method is limited to what it can do however. It can not eg. update installed configuration files (like eg. /etc/hostapd.conf). It can only upgrade:

  • The internal Odoo application
  • Scripts in the folder odoo/addons/point_of_sale/tools/posbox/configuration/

When in doubt, always use the first method of upgrading.

Troubleshoot

The POS cannot connect to the POSBox

  • The easiest way to make sure the POSBox is properly set-up is to turn it on with the printer plugged in as it will print a receipt indicating any error if encountered or the POSBox's IP address in case of success. If no receipt is printed, check the following steps:
  • Make sure the POSBox is powered on, indicated by a brightly lit red status LED.
  • Make sure the POSBox is ready, this is indicated by a brightly lit green status LED just next to the red power status LED. The POSBox should be ready ~2 minutes after it is started.
  • Make sure the POSBox is connected to the same network as your POS device. Both the device and the POSBox should be visible in the list of connected devices on your network router.
  • Make sure that your LAN is set up with DHCP, and gives IP addresses in the range 192.168.0.X, 192.168.1.X, 10.0.0.X. If you cannot setup your LAN that way, you must manually set up your POSBox's IP address.
  • If you have specified the POSBox's IP address in the configuration, make sure it correspond to the printed on the POSBox's status receipt.
  • Make sure that the POS is not loaded over HTTPS.
  • A bug in Firefox's HTTP implementation prevents the autodiscovery from working reliably. When using Firefox you should manually set up the POSBox's IP address in the POS configuration.

The Barcode Scanner is not working

  • The barcode scanner must be configured in US QWERTY and emit an Enter after each barcode. This is the default configuration of most barcode readers. Refer to the barcode reader documentation for more information.
  • The POSBox needs a 2A power supply to work with some barcode scanners. If you are not using the provided power supply, make sure the one you use has enough power.
  • Some barcode scanners will need more than 2A and will not work, or will work unreliably, even with the provided power supply. In those case you can plug the barcode scanner in a self-powered USB hub.
  • Some poorly built barcode scanners do not advertise themselves as barcode scanners but as a usb keyboard instead, and will not be recognized by the POSBox.

The Barcode Scanner is not working reliably

  • Make sure that no more than one device with 'Scan via Proxy'/'Barcode Scanner' enabled are connected to the POSBox at the same time.

Printing the receipt takes too much time

  • A small delay before the first print is expected, as the POSBox will do some preprocessing to speed up the next printings. If you suffer delays afterwards it is most likely due to poor network connection between the POS and the POSBox.

Some characters are not correctly printed on the receipt

  • The POSBox does not support all languages and characters. It currently supports Latin and Cyrillic based scripts, with basic Japanese support.

The printer is offline

  • Make sure the printer is connected, powered, has enough paper and has its lid closed, and is not reporting an error. If the error persists, please contact support.

The cashdrawer does not open

  • The cashdrawer should be connected to the printer and should be activated in the POS configuration.

Credits

The POSBox project was developed by Frédéric van der Essen with the kind help of Gary Malherbe, Fabien Meghazi, Nicolas Wisniewsky, Dimitri Del Marmol, Joren Van Onder and Antony Lesuisse.

This development would not have been possible without the Indiegogo campaign and those who contributed to it. Special thanks goes to the partners who backed the campaign with founding partner bundles:

  • Camptocamp
  • BHC
  • openBig
  • Eeezee-IT
  • Solarsis LDA
  • ACSONE
  • Vauxoo
  • Ekomurz
  • Datalp
  • Dao Systems
  • Eggs Solutions
  • OpusVL

And also the partners who've backed the development with the Founding POSBox Bundle:

  • Willow IT
  • E. Akhalwaya & Sons
  • Multibase
  • Mindesa
  • bpso.biz
  • Shine IT.