Starten met de Odoo kassa

Overzicht

Odoo’s online Point of Sale application is based on a simple, user friendly interface. The Point of Sale application can be used online or offline on iPads, Android tablets or laptops.

Odoo Point of Sale is fully integrated with the Inventory and Accounting applications. Any transaction in your point of sale will be automatically registered in your stock and accounting entries but also in your CRM as the customer can be identified from the app.

U kan live statistieken uitvoeren en consolidaties doorheen uw winkel volgen zonder het gedoe van het integreren van externe applicaties.

Instellingen

Installeer de kassa applicatie

Ga naar Apps en installeer de Kassa module.

Tip

If you are using Odoo Accounting, do not forget to install a chart of accounts if it’s not already done. This can be achieved in the accounting settings.

Make products available in the Point of Sale

To make products available for sale in the Point of Sale, open a product, go in the tab Sales and tick the box “Available in Point of Sale”.

Tip

You can also define there if the product has to be weighted with a scale.

Configureer uw betaalmethodes

To add a new payment method for a Point of Sale, go to Point of Sale ‣ Configuration ‣ Point of Sale ‣ Choose a Point of Sale ‣ Go to the Payments section and click on the link “Payment Methods”.

Now, you can create new payment methods. Do not forget to tick the box “Use in Point of Sale”.

Once your payment methods are created, you can decide in which Point of Sale you want to make them available in the Point of Sale configuration.

Configureer uw kassa

Go to Point of Sale ‣ Configuration ‣ Point of Sale and select the Point of Sale you want to configure. From this menu, you can edit all the settings of your Point of Sale.

Maak uw eerste kassa sessie

Uw eerste order

You are now ready to make your first sales through the PoS. From the PoS dashboard, you see all your points of sale and you can start a new session.

U komt nu in de kassa interface.

Once an order is completed, you can register the payment. All the available payment methods appear on the left of the screen. Select the payment method and enter the received amount. You can then validate the payment.

U kan de volgende orders registreren.

Sluit de kassa sessie af

At the end of the day, you will close your PoS session. For this, click on the close button that appears on the top right corner and confirm. You can now close the session from the dashboard.

Tip

Het is sterk aangeraden om uw kassa sessie af te sluiten aan het einde van elke dag.

U ziet vervolgens een samenvatting van alle transacties per betaalmethode.

You can click on a line of that summary to see all the orders that have been paid by this payment method during that PoS session.

If everything is correct, you can validate the PoS session and post the closing entries.

Het is klaar, u heeft nu uw eerste kassa sessie afgesloten.

Tip

To connect the PoS to hardware with an Odoo IoT Box, please see the section Verbind een IoT box aan uw databank and Gebruik de IoT Box voor de Kassa