In this blog post, we'll explore an extensive guide detailing the configuration of your retail store with Odoo 17's Point of Sale.
Before diving into the configuration process, let's briefly explore the features of Odoo 17's Point of Sale. Engineered to deliver a unified and streamlined experience, Odoo's POS module caters to the needs of retailers.
Inventory Management Overview
* Product Management: Streamlining your product catalog is effortless with detailed information covering pricing, stock levels, and images.
* Sales Operations: Seamlessly handle sales transactions, whether it's a simple cash transaction or a more intricate invoice for corporate customers.
* Instant inventory oversight to minimize shortages or surplus stock.
* Customer database for tailored support and targeted marketing.
* Comprehensive reporting and analytics for insights into sales trends and inventory turnover.
* Easily accommodates multiple payment methods for customer convenience.
Commencing with the Odoo 17 Point of Sale Module
Make sure you have the most recent version of Odoo 17 installed. Depending on your company's requirements, you can opt for either the community version or the enterprise edition. Access the Odoo dashboard and enable the Point of Sale module. Go to the 'Apps' menu, search for 'Point of Sale,' and install the module. Accessing the Point of Sale module will lead you to the 'Dashboard' window, as illustrated in the screenshot below.
You can initiate a new Point of Sale session by selecting the 'New Session' button available on the shop Kanban view. Alternatively, this can be achieved through the 'Settings' window located in the 'Configuration' menu. Here, you'll find the 'New Shop' button, allowing you to create a new retail shop tailored to your needs. You also have the option to modify the shop owner using the adjacent field.
Selecting the 'New Shop' button will trigger a setup wizard, allowing you to input the Point of Sale / Shop name and activate the Bar/Restaurant mode, as depicted below.
In this instance, we are solely establishing a retail shop, hence there is no requirement to enable the 'Is a Bar/Restaurant' option.
Once you've named the shop, save the information by clicking the 'Save' button on the settings page, then return to the 'Point of Sale' window within the 'Dashboard' menu to view the updated shop data.
When you click the "New Session" button, the restaurant session will commence. However, before initiating the Point of Sale (PoS) sales in the newly created shop session, we need to specify several essential configuration parameters. Let's now delve into the configuration options.
1. Configuring Products
Include relevant details like the product name, description, category, and price. You can also enhance visual representation by uploading photos. This process mirrors the product configuration process in other Odoo applications such as sales.
Navigate to the ‘Products’ menu, select the ‘Product’ window, and proceed to choose or create custom products necessary for this restaurant.
2. Setting Up Price Lists
In Odoo, you can establish multiple price lists tailored for different customer segments or promotional durations. Customize your price lists according to factors such as customer categories, volume discounts, or seasonal offers.
To generate or choose a price list for selling items in your restaurant business, go to the "Pricelists" section within the "Products" menu in Odoo. In this instance, I'm selecting the Benelux USD price list.
3. Variants for Products
Product variations are crucial for companies to cater to diverse customer needs, streamline operations, and adapt to evolving market dynamics. Apart from boosting revenue and customer satisfaction, these efforts contribute to overall business success. You can create multiple variations of a single product using the "Product Variants" section under the "Product" menu.
4. Product Bundles
Product bundles, also referred to as product combinations, play a vital role for sales organizations, offering several benefits that enhance profitability, customer satisfaction, and organizational objectives.
Odoo introduces a new functionality for crafting product combinations via its 'Product Combos' section within the 'Products' menu.
5. Configuring Payment Methods
Incorporate your chosen payment methods into Odoo 17 POS. Configure the system to facilitate payments, whether through cash, credit cards, or mobile money. Easily select the payment methods from the 'Payments' tab within the 'Settings' window, as depicted below.
Additionally, you have the option to craft personalized payment methods using the 'Payment Methods' link available below the field.
6. Rounding Cash Amounts
The application provides a 'Cash Rounding' feature, enabling users to define the smallest denomination for cash transactions, along with the 'Set Maximum Difference' function, which determines the maximum allowable variance between expected and actual cash amounts. Users can also manage cash denominations for opening and closing balances using the 'Coins/Bills' feature, allowing them to select their preferred coins and bills.
7. Personalizing Receipts
Incorporate your company's logo, contact details, and other relevant information to personalize your sales receipts, boosting brand recognition and professionalism. This customization can be performed within the 'Bills & Receipts' section of the configuration 'Settings' window, as illustrated below.
8. Establishing Sales Tax
Ensure compliance with regional tax regulations by configuring sales tax rules. Odoo enables you to establish tax codes and rules applicable to specific products or locations, both from the software backend and directly from the 'Accounting' tab of the 'Settings' window, as depicted below.
You can configure the Default Sales Tax, Flexible Taxes, and Fiscal Positions based on your sales needs using this Accounting tab section.
9. Select Payment Terminals
Integrating payment terminals into your Point of Sale (POS) system enables the acceptance of a wide range of payment methods, including different debit and credit cards. This integration enhances payment efficiency, especially for companies like Adyen, Vantiv, Paytm, Stripe, and Six. Access to these services is available through the 'Settings' window of the Point of Sale module, as depicted below.
10. Setting Up Hardware
If your retail shop utilizes hardware like barcode scanners, receipt printers, or cash drawers, ensure these devices are configured to seamlessly integrate with Odoo 17 POS. Odoo supports a diverse range of hardware integrations to optimize efficiency. Before full deployment, perform comprehensive testing to detect any potential issues. Additionally, ensure all employees undergo thorough training to confidently operate the Odoo 17 POS system.
Using a secondary display, users can showcase the checkout process to customers by connecting a device to the PoS, with or without an IoT Box. This setup can be configured through the 'Connected Devices' tab within the 'Settings' page.
11. Employee Access and Authorization
Administer employee access by establishing user accounts with suitable permissions. Define roles and limitations to guarantee each staff member has requisite access while upholding security measures.
Commencing the Retail Store and Supervising Orders
Now, navigate to the 'Dashboard' interface and select the 'New Session' button within the Kanban view of the specific retail store. This initiates a new sales session and allows for order management within your PoS application.
Upon initiating the new PoS session, you'll be greeted with the store interface. Prepare to explore the streamlined order interface, presenting products with their names, prices, and captivating images, as demonstrated in the screenshot below.
In the product category section, choose from an array of categories including Chairs, Desks, Drinks, Foods, and other miscellaneous items, as depicted in the screenshot above.
Placing Orders
Once you've assembled your desired order, navigate to the left side where the action unfolds—order specifics, unit prices, quantities, and the grand total are all displayed. But wait, there's more: the order summary reveals subtotals and taxes. Activate Customer Notes for any special instructions and initiate Refund for returns at a boss level. Additionally, access the order summary, subtotal, and tax details to gain insight into a PoS sales order.
Transactions and Invoices
To complete payment using cash, a bank account, or a customer account, select the ‘Payment’ button to access the payment screen. Validate the payment and generate an invoice by clicking the ‘Invoice’ button located on the right side of the page, as demonstrated below.
Next, enter the payment amount from the client using the keypad, then proceed by clicking the ‘Validate’ button.
Generate Invoices
Use the ‘Print Receipt’ button to print or email the receipt to the designated email address, visible on the right side of the screen. Click on the ‘New Order’ option to swiftly create another order without needing to manually return to the retail shop window.
Management of Sessions
Overseeing retail shop operations involves managing sessions. In Odoo, accessing session information is done by choosing the "Sessions" option within the "Orders" tab. This action directs users to the point-of-sale dashboard, where existing points of sale are visible. From there, users can review the list of sessions along with their corresponding details, as depicted in the screenshot below.
Customizing your retail shop using Odoo 17 Point of Sale can greatly improve your operational efficiency and enhance customer satisfaction. By following the detailed guide provided above, you can customize the system to suit the unique requirements of your business. With Odoo's flexible and user-friendly POS module, you can easily adjust to evolving market trends and stay competitive in the retail industry. Embrace the capabilities of Odoo 17 to transform the way you manage your retail operations.