Odoo Point of Sale provides a flexible retail solution that works online and offline. This guide walks through complete POS configuration, from basic settings to hardware integration, ensuring smooth retail operations.
how to configure odoo pos Prerequisites
- 1Odoo POS module installed
- 2Products configured with sale prices
- 3Payment methods defined
- 4POS hardware (optional): receipt printer, cash drawer, barcode scanner
how to configure odoo pos Steps
Create Point of Sale Shop
Navigate to Point of Sale > Configuration > Point of Sale. Click Create. Name your shop (e.g., "Main Store", "Warehouse Outlet"). Select the operating company and associated warehouse.
Pro Tips:
- *Create separate POS configurations for different locations
- *Use descriptive names that employees can easily identify
- *Link to correct warehouse for inventory updates
Configure Payment Methods
Under the POS settings, add payment methods. Create methods for Cash, Credit Card, Debit Card, and other options. Configure each method's journal and settings.
Pro Tips:
- *Enable "Identify Customer" for card payments
- *Set up payment terminals for integrated card processing
- *Create customer account payment for store credit
Set Up Product Availability
Configure which products appear in POS. Use POS categories for organized display. Set product images for visual selection. Enable variants if selling products with options.
Pro Tips:
- *Create POS-specific categories separate from inventory categories
- *Use product images for faster selection
- *Set up favorite products for quick access
Configure Receipt Settings
Customize receipt appearance under POS settings. Add company logo, footer messages, and return policy. Set paper size for your receipt printer.
Pro Tips:
- *Include store contact information on receipts
- *Add promotional messages in the footer
- *Test receipt printing before going live
Connect Hardware
Install IoT Box if using integrated hardware. Connect receipt printer, barcode scanner, cash drawer, and payment terminal. Test each device from POS settings.
Pro Tips:
- *USB devices often work without IoT Box
- *Use Epson-compatible printers for best support
- *Configure cash drawer to open on cash payments
Set Up Employees and Access
Create POS employee records with PIN codes. Configure access rights for managers vs. cashiers. Enable session controls to track who worked each shift.
Pro Tips:
- *Use PIN codes for employee identification
- *Limit price override capability to managers
- *Track cashier performance with employee records
Configure Session Controls
Set opening/closing cash control requirements. Configure maximum difference thresholds. Enable automatic closing or require manual session closure.
Pro Tips:
- *Require opening cash count for accountability
- *Set closing balance tolerance for small differences
- *Export session reports for management review
Test and Train
Process test transactions for each payment type. Verify receipts print correctly. Test barcode scanning and product lookup. Train employees on the complete workflow.
Pro Tips:
- *Use training mode if available before go-live
- *Create quick reference guides for employees
- *Test offline mode by disconnecting network
Need Professional Implementation?
Our certified partners can handle the setup and configuration for you.
how to configure odoo pos Best Practices
- ✓Enable offline mode for uninterrupted sales
- ✓Use barcode scanning to speed up checkout
- ✓Create POS categories that match store layout
- ✓Regularly update product images and prices
- ✓Back up POS data before major updates
- ✓Train staff on handling common issues (returns, discounts)
- ✓Monitor session reports for discrepancies
how to configure odoo pos Common Mistakes
- ✗Not testing hardware before going live
- ✗Forgetting to configure tax settings properly
- ✗Not enabling offline mode for internet outages
- ✗Using complex product variants that slow checkout
- ✗Not training staff on session opening/closing
- ✗Ignoring cash control requirements
how to configure odoo pos Conclusion
A well-configured Odoo POS streamlines retail operations and provides accurate sales tracking. Regular monitoring of session reports and employee feedback helps continuously improve the checkout experience.
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