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Taking orders in phone POS using Odoo app (Android or IOS) and billing and payment in PC POS system

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Shanan

I need to create a POS for my restaurant. The thing I need is, Waiter can get the orders in the mobile phone but payment and bill have to be done in the cashier table.

Without using the BI tool and development, can I able to create a method like this??

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Yes, Odoo allows you to achieve this setup where orders are taken on a mobile device (by a waiter) and payments and billing are handled on a PC at the cashier's table. This functionality can be implemented using Odoo's POS module with proper configuration and no development or BI tools required.

Solution Overview

  1. Use Odoo's Point of Sale (POS) module.
  2. Configure multiple POS users or sessions to handle orders from mobile and payments from a central system.
  3. Use the Odoo Mobile App or a browser on mobile devices for waiters to access the POS system.

Steps to Set Up

1. Configure Odoo POS Module

  1. Go to Apps and ensure the Point of Sale module is installed.
  2. Navigate to Point of Sale > Configuration > Point of Sale.
  3. Create a POS session or edit an existing one:
    • Enable Order Management: Allow order taking and management.
    • Enable Bill Splitting and Partial Payments (if required for your restaurant workflow).
    • Ensure the POS session is accessible by users (waiters) who will take orders.

2. Create POS Users

  1. Go to Settings > Users & Companies > Users.
  2. Create separate user accounts for waiters and cashiers:
    • Assign the Point of Sale user group to all relevant users.
    • For waiters, restrict access to backend functionalities they don’t need.
    • For cashiers, ensure they have rights to process payments and manage the POS system.

3. Enable Mobile Access

  1. Install the Odoo Mobile App on Android or iOS devices for waiters.
    • Log in with the waiter's credentials.
    • Select the POS session to start taking orders.
  2. Alternatively, open the POS system in a mobile browser:
    • Ensure the mobile device is connected to the same network or accessible via the internet.
    • Access the Odoo POS URL, typically:
      http://<odoo_server_ip>:8069/web
      
  3. Ensure the POS interface is responsive for the waiter's use.

4. Synchronization Between Devices

Odoo POS works in a real-time, multi-user environment:

  • Orders taken by waiters on mobile devices will immediately appear in the POS interface on the PC used by the cashier.
  • The cashier can see open orders, finalize them, generate bills, and process payments.

5. Configure Payment Methods

  • Set up payment methods in Point of Sale > Configuration > Payment Methods.
  • Ensure all POS terminals (mobile and PC) are linked to the same payment methods.

6. Workflow

  • Waiter:
    1. Logs into the POS system using their mobile app or browser.
    2. Creates a new order and assigns items to tables/customers.
    3. Saves the order, leaving it open for payment.
  • Cashier:
    1. Logs into the POS system on the PC.
    2. Views and selects open orders created by the waiter.
    3. Processes payment and generates a bill for the customer.

Additional Features

  1. Table Management:
    • Use the Table Management feature in POS to assign orders to specific tables.
    • Accessible by both waiters and cashiers for better coordination.
  2. Order Printers:
    • Set up printers in the kitchen or bar to print order tickets automatically when a waiter saves an order.
  3. Offline Mode:
    • Ensure both mobile devices and the PC can operate in offline mode in case of connectivity issues.

Limitations

  • Single POS Session: Both mobile and PC POS systems must operate within the same session for synchronization.
  • Local Network Access: Mobile devices must have access to the Odoo server (via local network or internet).

Conclusion

Without additional development or BI tools, you can configure Odoo POS for:

  • Order taking on mobile devices (Android/iOS).
  • Billing and payment processing on a PC.

This setup is ideal for restaurants where waiters and cashiers operate collaboratively. If you encounter specific challenges during configuration, feel free to ask for more assistance!

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