Odoo 17 Point of Sale (POS) software aids businesses in managing their sales transactions efficiently. It facilitates payment handling, sales tracking, and inventory management. Within Odoo 17, bills are integral to the Point of Sale process, serving to track sales, manage payments, and provide customers with purchase receipts. Utilizing bills helps minimize errors such as charging the wrong individual or incorrect amounts.
Introducing bill splitting into your Point of Sale system can significantly enhance its flexibility. This feature proves invaluable in various scenarios within Odoo 17 Point of Sale. For instance, consider a situation where a group of friends or family members dines together. With bill splitting, you can ensure each individual pays only for their selected items. This functionality is also commonly seen in online retail settings when customers opt to pay for their orders using different payment methods. By enabling bill splitting, you allow customers to settle their orders using a variety of payment options.
To enable this functionality, navigate to the setup settings of the Odoo 17 PoS module and activate the "Allow bill splitting" option.
This is where you'll find the Split button on the user interface. Clicking on it will take you to the window where you can divide your bills.
From here, you can choose the amounts you want to pay by clicking on them. As depicted, only two out of four possible quantities of the two products have been selected for payment.
Once the payment has been made, you can generate the bill for the remaining amount. To view the remaining quantities, you can click on the orders.
Customers can settle the outstanding balance by accessing the ongoing order, allowing them to divide the total and resolve the invoices accordingly.
Furthermore, customers have multiple payment options available to settle the bill. Leveraging various payment methods in Odoo 17 POS offers several benefits. It attracts more customers, increases sales, and improves customer satisfaction by providing them with the flexibility to choose the payment method that suits them best. Additionally, utilizing diverse payment options can streamline accounting processes.
You can view the list of configured payment methods in your PoS under the configuration tab, where you also have the option to create new ones.
Furthermore, you can enhance your PoS capabilities by adding a new payment method through the selection of the "New" button.
When creating your new payment method, you can assign a name to it, which will be displayed in your point of sale interface upon setup. Enabling the "Identify Customer" button gives you the option to select a customer for the payment, resulting in the division of journal entries for each customer. If this button is enabled, you won't be able to finalize the payment until after selecting the customer and allocating the journal entries. However, disabling the "Identify Customer" button allows you to proceed with the payment without specifying a customer. In such cases, the entries will be stored in the intermediary account specified during payment method creation. Additionally, you can specify the journal and outstanding payment account for your payment method. Leaving it empty defaults to the customer account, while only cash and bank journals are accepted.
Now, let's explore how the PoS can facilitate the selection of payment methods. Prior to that, you need to designate the payment method you intend to use for your Point of Sale (PoS) from the configuration settings.
Here, choose the newly created payment option to initiate the PoS session.
The recently created payment method is listed among the payment options. Click on it to complete the payment.
The customer has the flexibility to choose from various payment methods according to their preference, thanks to the splitting method. For instance, they might opt to cover a portion of their bill with cash and settle the remaining balance via bank transfer. This allows customers to diversify their payment options based on their convenience.
You can see the total amount here. The customer will make two payments in cash, covering part of the total, while the remaining balance will be settled via bank transfer.
By clicking the split button, you can choose between two product quantities and pay using cash.
Moreover, the bank payment method is utilized to cover the remaining amounts, offering flexibility beyond cash or credit card payments.
Allowing customers to split bills can be beneficial in certain situations, enabling them to pay for their orders separately. Creating individual bills for each person and including their respective outstanding balances can be advantageous. Overall, bill splitting is a useful feature that can enhance the experience for both customers and businesses.