销售点

With Odoo Point of Sale, run your shops and restaurants easily. The app works on any device with a web browser, even if you are temporarily offline. Product moves are automatically registered in your stock, you get real-time statistics, and your data is consolidated across all shops.

开始一个会话

From the POS dashboard, click New Session, and at the Opening Cash Control screen, click Open Session to start a POS session, or click Continue Selling if the session is already opened.

注解

Multiple users can be logged into the same session at the same time. However, the session can only be opened once on the same browser.

销售产品

Click on products to add them to the cart. To change the quantity, click Qty and enter the number of products using the keypad. To add a discount or modify the product price, click respectively % Disc or Price and enter the amounts.

Once an order is completed, proceed to checkout by clicking Payment. Select the payment method, enter the received amount, and click Validate. Click New Order to move on to the next customer.

POS会话接口。

小技巧

  • You can use both , and . on your keyboard as decimal separators.

  • Cash is selected by default if you enter the amount without choosing a payment method.

注解

The system can only load a limited number of products for effective opening. Click Search more if the desired product is not loaded automatically.

设置客户

Registering your customer is necessary to collect their loyalty points and grant them rewards, automatically apply the attributed pricelist, or generate and print an invoice.

You can create customers from an open POS session by clicking Customer ‣ Create, and filling in the contact information. You can also create customers from the backend by going to Point of Sale ‣ Orders ‣ Customers and clicking New. Then, fill in the information and save.

To set a customer during an order, access the list of customers by clicking Customer on the POS interface. You can also set a customer at the payment screen by clicking Customer.

客户备注

You can add customer notes about specific products directly from an open POS session. For instance, to provide cleaning and maintenance tips. They can also be used to track a customer’s particular request, such as not wanting the product to be assembled for them.

To do so, select a product and click Customer Note on the pad. Doing so opens a pop-up window in which you can add or modify content for the note.

注解

Product notes from an imported SO are displayed identically in the cart.

购物车中产品的客户备注按钮和备注(销售订单和销售点会话)

客户备注出现在客户的收据和发票上,类似于在购物车中出现的方式,在相关产品下方。

带有销售订单和客户备注的客户收据

退货和退款产品

退货和退款产品,

  1. start a session from the POS dashboard;

  2. click Refund and select the corresponding order;

  3. 使用键盘选择要退款的产品和数量;

  4. click Refund to go back to the previous screen;

  5. once the order is completed, click Payment to proceed to the refund;

  6. click Validate and New Order to move on to the next customer.

从POS退款视图

注解

  • You can filter the orders list by Receipt Number, Date or Customer using the search bar.

  • You can also refund a product by selecting the returned product from an open session, and setting a negative quantity that equals the number of returned products. To do so, click Qty and +/-, followed by the quantity of returned products.

Manage the cash register

To add or take out cash from the register, click the menu icon in the upper right corner of your screen and Cash In/Out.

Dropdown menu to close a POS session, reach the backend, add or take cash out or check orders

Doing so opens a pop-up window on which you can select Cash In or Cash Out, enter the amount and the reason, and click Confirm.

关闭POS会话

To close your session, click the menu icon in the upper right corner of your screen and Close Session.

Doing so opens the Closing Control pop-up screen. From this screen, you can retrieve various information:

  • 本次会话中的订单数量和总金额;

  • 按付款方式分组的预期金额。

Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up window that computes the total amount in the cash drawer depending on the coins and bills counted and added manually. Then, click Confirm or Discard to close the window. The computed amount is set in the Counted column, and the Money Details are specified in the Notes section.

如何关闭 POS 会话。

Once you are done controlling the amounts, click Close Session to close and go back to the POS dashboard.

注解

  • To reach the backend without closing the session, click Backend on the dropdown menu.

  • To abort, click Discard on the pop-up window.

  • Depending on your setup, you might only be allowed to close a session if the expected cash revenue equals the counted cash. To close it anyway, click Ok on the Payments Difference screen.

小技巧

  • 建议每天结束时关闭您的POS会话。

  • To look at all your previous sessions, go to Point of Sale ‣ Orders ‣ Sessions.