POS (Point of Sale) - 01

What is POS in Odoo?

POS (Point of Sale) in Odoo is a digital cash register system for stores, restaurants, or cafes

All transactions are directly connected to inventory, accounting, and sales reports in Odoo.

Main Features

1. Can be Online & Offline

   Still able to sell even if the internet is down, data will sync automatically later.

2. Connected to Inventory

   Each sale automatically reduces stock in Odoo.

3. Multiple Payment Methods

   Cash, card, QRIS, or a mix.

4. Print or Send Receipt

   Can print receipts or send via email/WhatsApp.

5. Multi Branch & Multi Cashier

   Can be used in many stores and by many users.

6. Suitable for Restaurants

   Has table view, order notes, and split bill.

Simple Workflow

1. Cashier opens POS session.

2. Select products and quantities.

3. Customer pays.

4. System updates stock & reports automatically.

5. Close cashier session at the end of the day.

Benefits of Using Odoo POS

• All data goes directly into the Odoo system (inventory, reports, accounting).

• Easy to use and can be accessed from a browser or tablet.

Steps to Set Up POS in Odoo 18

1. Activate the POS Module

• Go to Apps

• Search Point of Sale

• Click Install

After installation, the menu Point of Sale will appear on the dashboard.

2. Create New Store / POS

• Open the menu Point of Sale → Configuration → Point of Sale

• Click Create

• Fill in the name, for example: Main Store

• Select basic settings:

  • Restaurant Mode: off (if not a restaurant)

  • Accept Payments: active

  • Invoice: active (if you want to print invoices)

Click Save.

3. Add Products

• Open Sales → Products → Products

• Click Create

• Fill in:

  • Product Name: “Black Coffee”

  • Sales Price: 20,000

  • Available in POS: ✔ (check)

• Save

Do the same for all products to be sold.

4. Set Payment Methods

• Open Point of Sale → Configuration → Payment Methods

• Make sure there are methods like:

  • Cash

  • Bank / QRIS

• If not available, click Create to add a new method.
  
  

5. Start Selling

• Open Point of Sale → Dashboard

• Click New Session in the store (e.g. “Main Store”)

• The POS will open in the cashier view:

  • Select product

  • Enter quantity

  • Click Payment → select payment method → Validate

The receipt can be directly printed or emailed.

6.Close Cashier

After finishing sales:

• Click Close Session

• View Summary Report (cash, total sales, etc.)

• Click Validate Closing & Post Entries
  
  

Final Results

• Stock will automatically decrease.

• Sales reports are automatically recorded in Odoo.

• All data can be viewed from the menu Reporting.

Integration with Odoo, N8n, and WhatsApp can also be done. For example, sending purchase receipts and reaching payment.