In restaurant operations, it is common to use separate point of sale (POS) systems for different shifts; for example, one for the morning and another for the evening. To start a new shift, the cash register from the previous session must be empty before the next POS system can be used. However, there might be customers with open orders at their tables when the morning shift ends.
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To close the morning shift’s POS without disrupting customer service or losing order information, the POS system must be configured to allow the transfer of open tables between shifts.
Note: This is a workaround since “trusted point of sale” does not work in the restaurant configuration.
Tested in: 17.4
Initial database configurations
- Create two point of sales type restaurant
- Put the same floor for both of them
Standard flow
Create your order in your first shift point of sale
Open the other point of sale and as you are using the same floor the order will appear automatically, but you will not be able to edit it or register the payment since the order is not part of your shift.
To transfer the order you should go to the orders menu
Point of Sale > Orders > Orders
Once you open the order change the session, select the one of the point of sale you want your order to be
Now you will be able to close the session of the first shift POS even if the order is still appearing in the table, due to the change done in the order.
After closing your first shift session open the second one and now you will be able to add products and receive payments.
What happens if I have massive orders I need to change them from one pos to another
Note: this workaround will need to use odoo studio
Studio configuration:
Go to the model point of sale orders (pos.order) and enter the studio app
Point of sale > Orders > Orders
Select the Session column (session_id)
The “Readonly” button should not be checked
Go to the view menu and change the “when creating record” to “Add record at the bottom” and select the checkbox “enable mass editing”
Once you have done this customizations close studio and you will be able to change the session massively
Flow
Open the first shift point of sale and create as many orders as you need
Open the second shift point of sale and you will be able to see all the orders but you will no be able to pay them or edit them until you change the session in the order
Once you have both of them open go to the orders menu
Point of sale > Orders > Orders
Select in the left side all the orders you need to move to the other point of sale and change it
This alert will be displayed, confirm it
Thanks to the customization the session will change automatically and you will be able to close the first shift session and register payments and edit orders in the second shift point of sale.
Continue working in the second shift point of sale as normal
Now you will be able to register payments and close the orders
The ability to transfer an order from one point of sale (POS) system to another enables seamless operations without disrupting customer experience or compromising the traceability of orders. This capability ensures continuity in service, allowing for smooth transitions between shifts. By maintaining the integrity of order information and customer satisfaction, businesses can manage their POS systems more effectively and provide a consistent and reliable service experience.
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