Leo Tran Sales Published: 5/16/20 Hits: 431

You can manage your retail business and its account transactions using point_of_sale module.

This module provides fast and easy way to manage sales orders. It allows you to manage your shop sales very easily with a fully web based touchscreen interface. The primary function of point-of-sale is to make transactions easy to manage without sacrificing quick, efficient service or customer data. There are different ways of making payments and to split them between different payment modes. Computation of amount of money and creation and confirmation of the pickings are done automatically.

You can click on Install button given below the Point of Sales on the home page to install this module:

1 home page pos

Home page to install point_of_sale module

The point of sale provides maximum efficiency, with all retail transactions conducted. Since the point-of-sale application is parameter-driven, you determine what, if any, information, you must enter to begin an order. For most businesses with a point-of-sale operation, a cash sale is the most common type of transaction. Depending on the way you set up your parameters, the Cash Sale Customer will be displayed and the paycode will default to cash.

Daily sales of products, picking and delivery of the products and invoicing are the main features that is provided by this module. In and out of the cash is being maintained using Cash Registers. Each cash register is created based on the Cash / Bank Journals so it will make easier to create journal entries and thus we can keep track of all accounting entries in appropriate accounts.

Generate Sale Orders

For any retail business, the process flow of point of sale starts by making the sales orders. To start point of sale touchscreen application you can click on Point of Sale > Daily Operations > Your Session. And click button New Session. It will open the following screen:

pos order

POS order view

There are three steps to make a complete sale order:

  • Select products, quantity, discount, etc.
  • Make payment with or without selecting cash registers.
  • Print receipt of the payment.

There are thumbnails of Products on the right side of the screen. You can click on the product you are selling and that product will be added in your list which you can see on the up left corner of the screen.

You can use the combinations of numbers with Qty, Disc and Price. If you want to add quantity then first you need to click on Qty button and press the numbers to enter the quantity. Same goes with Disc and Price buttons. You can see it in the following screen:

order products

Making a sale order by selecting products

Making Payment

You need to make payment to complete a sale order. In Odoo ERPOnline we provide you certain payment modes using which you can pay for your sale order.

After finishing your order you can click on any of the Cash registers listed on the left side. This will open a new screen which will display the total amount to be paid and selected register name. You can see it in the following figure:

pos payment 

Payment of sale order

There will be a Validate button on the screen. When you click on it a new screen will appear which consists of a payment receipt of the sale order.

Payment Receipt

After you validate your sale order you will get a payment receipt and two button will appear Next Order and Print, You can see it in the following screen:

pos payment receipt

Payment receipt