The Odoo 17 POS Order Management module simplifies order handling within the Point of Sale (POS) software. Ideal for shops and restaurants, it offers a comprehensive solution for tracking regular sales transactions and other business activities. With its specialized features and user-friendly tools, this module enables efficient management of retail stores. Its flexibility and customization options ensure alignment with your company's requirements. Seamlessly integrated with sales, inventory, accounting, and other departments, this module enhances overall business operations. To boost sales effectiveness and streamline order management processes, consider implementing Odoo 17 POS Order Management.
In Odoo 17, order management is facilitated by a robust module that supports companies in efficiently managing their orders throughout the entire process. This feature-rich module includes capabilities for creating, modifying, processing, tracking, and generating reports on orders. The order management menu can be accessed from the dashboard of the Odoo 17 Point of Sale module.
Under the Order tab, you'll find options for handling orders and sessions. An order serves as documentation for a completed transaction, detailing the goods sold, their quantity, cost, and payment method. These orders are processed within a session, which starts with creating a new order and ends with closing the session.
An order, akin to the example provided earlier, is created when a customer submits a purchase request.
To access the list of orders made during this session, including their date, receipt number, cashier's name, customer name, and status, simply click on the respective orders.
With the Odoo 17 Point of Sale module, you have the capability to accept multiple orders simultaneously. By clicking the New Order button in the mentioned wizard, you'll be directed to the ongoing session to initiate the new order.
The newly created order within the current session is now visible here. The order count in the navigation bar is updated accordingly. Let's proceed to make the payment for the order.
Consequently, one order is in the payment stage, while the other is still in progress. You can observe the different states of each order placed within the orders section.
Now, you can see all the open orders for this session within the orders section. Furthermore, by utilizing the order search button in conjunction with the filter option, you can swiftly pinpoint orders with different statuses. This feature can be particularly beneficial for companies experiencing high foot traffic or requiring simultaneous handling of multiple clients.
Now, let's complete the payment for the order and conclude this session. Afterwards, we'll review the order details using the order menu on the PoS Dashboard.
Once the session is concluded, you can access the orders from the orders menu. Within this menu, you have the option to select from various statuses, such as Posted, Invoiced, and Paid. An order payment will be displayed as Posted if it's completed with an invoice. If the payment is invoiced, it will appear as Invoiced; otherwise, it will be shown as Paid.
If you forgot to generate an invoice during the payment process, you can do so by selecting the "Invoice" button within the orders. Once created, the invoice status will change to "Posted." To initiate the return process for a product sold in this order, click on the "Return Products" option. The order details encompass the order references, session of order placement, customer name, and the cashier responsible for the order. Additionally, the list of purchased products along with their quantities is provided in the order data. Payment information is accessible under the "Payments" tab, while the receipt number is visible under the "Extra Info" tab.
Sessions are displayed in the orders tab. In Odoo 17 POS, sessions play a vital role as they enable companies to track sales and inventory data. Closed sessions retain all orders made, along with aggregate sales figures, order counts, and expected and actual cash amounts.
When a new store or restaurant is launched in the PoS, a new session will be initiated.
To identify a newly formed session, click on "New session" within the store or restaurant interface. Now, let's complete the order and conclude the session.
You'll notice that the session status transitions to "Closed" and "Posted" once the session is finalized.
The orders you've processed in this session are displayed in the sessions menu and can be accessed via the orders smart button. Furthermore, the delivery status is visible within the pickings. You can also review the order journal entries and the total revenue collected from this session within the session details. Accessible information includes the session initiator, the point of sale where transactions occurred, opening and closing dates and times, as well as the initial and final shop balances.