Efficient management of receipts and invoices is crucial for ensuring smooth and organized transactions in any business. Odoo's Point of Sale (POS) module provides comprehensive features and functionalities to help businesses streamline their receipt and invoice processes. In this comprehensive blog post, we'll delve into the procedures for configuring receipts, customizing headers and footers, printing receipts, handling invoices, and utilizing QR codes to enhance customization.
In Odoo 17, the Point of Sale module features a refreshed and modernized user interface. With this update, both customers and cashiers can enjoy a simpler and more intuitive experience. The improved visual design not only enhances the transaction process by making it more engaging but also simplifies navigation through the receipt management features.
Configuration of Receipts
An exceptional feature of Odoo 17 is its capability to craft highly adaptable receipt templates. Businesses can tailor their receipts to align with their corporate identity, ensuring a consistent look and feel. Whether incorporating a company logo, fine-tuning fonts, or including specific details, the versatility offered by Odoo 17 empowers businesses to produce professional and branded receipts.
To configure receipts in Odoo's POS module, start by navigating to Point of Sale Configuration. Access the "Configuration" menu within the Point of Sale module to open the Configuration Settings window. Choose the desired POS and scroll down to the "Bills & Receipts" section.
Customizing Header and Footer
To tailor the look of your receipts, enable the "Header & Footer" feature. Input the necessary details, such as the business name, address, and contact information, into both fields for printing on the receipts.
Next, we can review the Receipt Header and Footer within a receipt generated after processing a payment. To do so, I'll create a sample PoS Order by initiating a new session.
Once the order is finalized, continue to the payment process. Select a payment method and confirm the payment on the 'Payments' page. This action will generate the invoice receipt. You can then scroll down to view the header and footer texts of the invoice, as depicted in the screenshots below.
Invoice Generation
After completing a payment, click on "Invoice" below the customer's name to generate an invoice for the respective order. Choose the payment method and then click "Validate." The system will automatically generate the invoice, which is now available for download or printing.
Automated Receipt Printing
Enabling the "Automatic Receipt Printing" setting allows receipts to be generated instantly upon payment registration. This feature enhances transaction efficiency by minimizing manual intervention.
Once this option is enabled, a "Print Receipt" button will promptly appear on the screen upon payment completion, facilitating automated receipt printing, as illustrated below.
Utilize the QR Code on the Ticket
By scanning the QR code on their receipt, customers can request an invoice. This triggers a form-fill procedure where customers input their billing details and click "Get my invoice." This process generates an invoice for download while updating the order status to "Invoiced" in the Odoo backend. Enabling the 'Use QR Code on Ticket' option prints a QR code on the receipt, simplifying the process for customers to acquire an invoice for their purchase.
Following payment completion, the QR Code corresponding to that particular order is displayed within the invoice. Here, I am utilizing the same invoice created in the previous section, as depicted below.
Creating a Ticket Code
By opting for the 'Generate a code on the ticket' feature, customers can include a five-digit number on their receipt. This number grants them access to the order invoice on the website.
As illustrated below, these five-digit numbers can be located within the invoice, appearing under the QR code section labeled as "Unique Code."
Transmitting Receipts via WhatsApp
You can utilize the WhatsApp Application to send receipts by activating the "WhatsApp Enabled" option. Additionally, you can specify which invoice and receipt templates you want to send by selecting from the options provided in the "Receipt template" and "Invoice template" fields, as demonstrated below.
After a successful payment, as depicted below, a "WhatsApp Receipt" button appears within the payment success window.
To send receipts via WhatsApp, simply enter the phone number in the designated field. It's essential to ensure that your WhatsApp integration settings are correctly configured within the Odoo Database to access this functionality.
Fetching Invoices
To retrieve invoices from the POS dashboard, go to the "Orders" menu and access the "Orders" window. Here, you can view all orders. To open an invoice for a specific order, select the desired order and click on "Invoice." Invoices associated with orders can be recognized by the "Invoiced" status indicated in the Status column, as illustrated below.
Analysis
In addition to individual transactions, Odoo 17's POS module equips businesses with extensive sales reporting capabilities. The system generates detailed insights into sales trends, top-selling items, and cashier performance. Utilizing the data gathered through receipt management, these reports provide valuable analytics to support strategic decision-making.
The Orders Reporting window depicted below provides a detailed graphical analysis of both invoiced and non-invoiced orders based on the filter criteria I've specified. This serves as a visual representation of order analysis reporting, focusing on invoice status.
Delivering a seamless and professional customer experience hinges on effectively managing bills and receipts. Odoo's POS module empowers businesses to personalize receipts, automate printing, generate invoices, and utilize QR codes to enrich customer interactions. By adhering to the provided guidelines and harnessing the advanced capabilities provided by Odoo, businesses can enhance their transaction processes and maintain a competitive edge in today's market.