| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Sales (sale) • Inventory Management (stock) • Invoicing (account) • Discuss (mail) • Accounting and Finance (account_accountant) • Manufacturing (mrp) |
| Community Apps Dependencies |
Show
•
Create Sales Quotation from POS
• Customer Log • Customer Sequence • Edit Payment Mode in POS • Invoice Cancel in POS • Order Lists in POS • POS Close Session • POS Combo Pack • POS Email • POS Partner Cache • POS PriceList Cache • POS Quick Load - Product • POS Session Report • Pay Later in POS • Point of Sale Fixed Discount • Responsive for pos screen • Void Functionality for Journal Entry |
| Technical Name |
skit_full_pos_feature |
| License | AGPL-3 |
| Website | http://www.srikeshinfotech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Sales (sale) • Inventory Management (stock) • Invoicing (account) • Discuss (mail) • Accounting and Finance (account_accountant) • Manufacturing (mrp) |
| Community Apps Dependencies |
Show
•
Create Sales Quotation from POS
• Customer Log • Customer Sequence • Edit Payment Mode in POS • Invoice Cancel in POS • Order Lists in POS • POS Close Session • POS Combo Pack • POS Email • POS Partner Cache • POS PriceList Cache • POS Quick Load - Product • POS Session Report • Pay Later in POS • Point of Sale Fixed Discount • Responsive for pos screen • Void Functionality for Journal Entry |
| Technical Name |
skit_full_pos_feature |
| License | AGPL-3 |
| Website | http://www.srikeshinfotech.com |
Point of sales All In One Features
Features
Customer Code
Generate Customer Code while create customer.
Edit Payment Mode
Change wrong payment and cancel invoice.
Session close
Can close session and manage cash control.
Session Report
Allows to print session transaction report.
Product Quick Load
Backed product change will quickly loaded.
Quotation
Create Sales quotation from POS.
Orderlist
View all POS order.
Responsive
Mobile view of POS.
Customer Log
Can view all orders with status.
Fixed Discount
Allows to fixed amount discount .
Invoice Cancel
Can cancel wrong invoice.
PayLater
Allows partial payment.
Partner quick load
Allows to Synchronize partner date change.
Combo Pack
Allows to create product bundle.
Price list quick load
Used to synchronize pricelist data.Customer Sequence Code
Give the prefix,sequence size and step of code. On Creating a Customer it will automatically generate an unique code for Customer with the prefix of the first letter.
Create a customer and the code will generate automatically.
Search the customer using customer unique code.
Customer Code displayed in POS.
Purchase-->vendors-->On create new customer Vendor Sequence will be created
Payment Edit Mode and Invoice cancel
To change the payment mode select an appropriate customer and click on customer log icon as shown in below.
There you can see all order details of that customer.
From here you can change the payment mode and Cancel an invoice.
By clicking on edit icon, a new pop up will open that displays the payment details of your order.
Here you can see the list of available payment methods and you can select any of the payment mode according to your need and click on OK to change the payment mode.
Add Payment Method
To add new payment method click on add icon and provide amount and payment mode and Click on OK when you are done.
If you entered wrong amount then the warning message will appear to let you know that you are entered an unmatched amount.
Cancel Invoice
Before cancel, make sure that "Allow Canceling Entries" field is set to True
To cancel an invoice click on cancel icon.
- The Invoice is set to Cancelled state.
- The Journal entries for this Invoice is voided.
- Set Debit and Credit value as 0 in journal item.
- Price unit of Invoice line and POS order line is set to 0.
- Payment journal is voided after session close.
Session Close
Session screen will be displayed as follows.
Manage the Cash control
Click on "Put Money In" button to add some money.
Click on "Take Money Out" button to take money.
Click on "Set Closing Balance" button to add amount in closing cash control.
POS Session Closing Summary
Allows you to print session report with details like Responsible, Point of Sale , Opening Date, Closing Date, Total Sale etc.
POS session summary report in PDF format
Click on "End of session" and "Validate Closing & Posting Entries" button to end the session.
Session Report
Backend Screen
Report will generate in backend screen also.
Generated Report
Session Report as follows,
Product Quick Load
Product Cache Configuration
This module installed, your system will benefit from incredible loading speed of huge products in a few seconds.
Synchronization
Indicator increases whenever change the product datails.
Click to Indicator to synchronize pos product data without reload in POS.
Quotation Creation
Click on "Create Quotation" button popup will open and click confirm to create quotation.
Quotation will be created.
On Click "RFQ" button will show order details.
On click "Confirm" button to create sales order. After confirm the order invoice button will be enable.
Shipment
On click "Truck" icon to validate the shipment.
Payment
While clicking "Invoice" button, Invoice will be created and Payment button will get enabled to proceed payment process.
While clicking "Payment" button payment popup will be open,after validate payment "Print" button will be enable.
"Print" Button -> Report will be download.
Orderlist
All Orders
In POS click on all order lists , display the all customer POS Orders and Pending invoice details.
In Order Lists tab, display the last 30days of all customer orders and their order lines.
In Pending Invoices tab, display the open invoice orders and their order lines.
Display the selected customer Order details
In Order lists tab, display the selected customer all orders and their order lines.
In Pending Invoices tab, display the selected customer open invoice orders and their order lines.
Note: For Pay now button setting refer Pay Later module.
Responsive
"Product Screen" in Mobile view
"Customer Screen" in Mobile view
"Payment Screen" in Mobile view
"Receipt Screen" in Mobile view
"Table Screen" in Mobile view
"Order Screen" in Mobile view
Customer Log
Click on the customer log ,display the order details for selected customer.
Display the selected customer orders.
List out the Sales, Point of sales order in detailed manner. helps to download the invoice already created for an order.
Fixed Discount
Overview
You should create a Fixed Discount Product and Select that Product in POS Working Terminal
Fixed Discount View
Fixed Discount in Receipt and Invoice
Journal View
Accounting entries created for Fixed discount in invoice journal
Pay Later
First have to create Journal
Go to "Accounting" menu in that click on "Journal" sub menu.
Enter the required fields. Note:The Default Credit/Debit Account must be same.
Because of "Invoice" not be in the state of Paid.After that Create POS.
Note: check the "Is Pay Later" checkbox to enable the "Pay Now" button in POS. If is not checked you cannot make a payment.
Be sure that your accounting settings are given as per the below image, because if the settings are not given it will be proceed like a normal process.
Multi-Company Configuration
Please make sure company of Journal and Default Debit/Credit account ->company_id must be same.
Enable Allow Reconciliation
After set Default Debit/Credit account in journal, give Type as "Receivable" and then check "Allow Reconciliation" in account window for both the selected Debit/Credit Account.
Then only it will show pending invoices in the POS Screen.
Pay Later Account Configuration
Note: Default debit account of customer, invoice and Pay later should be same.
Open Session
Then open the Session, payment must be in pay later.
Close Session
After that close session to view the details of pay later details.
Again Open Session with same or different terminal.
In this window select the customer and click on "Pay Later" button,
it will list details of the customer's log.
In POS select the particular customer then click on "Pay Later" button from that list there is a button "Pay Now" click on that and start paying except Pay Later mode.
After the particular amount from the total paid by the particular day it will show the amount which they have to pay(Unpaid amount).
From this payment invoice report will show the details of which payment mode that they selected to pay.
Configuration to Print Report
Note: While print report for Sale invoice, have to uncheck the attachment option in settings to update the payment changes in the report.
Go to Settings->Reports->Reports->account.report_invoice->Uncheck the column "Reload from Attachment"
Invoice Report
In Invoice report after paid full amount, "Pay Later" payment mode will be removed from the report.
Partner Quick Load
Partner Cache Configuration
This module installed, your system will benefit from incredible loading speed of huge customers in a few seconds.
Synchronization
Indicator increases whenever change the partner datails.
Click to Indicator to synchronize pos partner data without reload in POS.
POS Combo Product
Configuration
Click "Is Combo Product" to combo pack and add sub products in "Combo Pack" button.
In combo pack select the fixed and optional products.
In Point Of Sale screen, Combo products having the tagline as "Combo".
On click combo select the sub products for combo pack.
Shown the selected products in cart and here can edit the selection of combo.
Print Receipt shown the sub products under the main product to easily identify the combo pack.
Invoice shown the sub products under the main product to easily identify the combo pack.
Email Settings
Go to "Settings" under a "Email" menu click on "Outgoing Mail Servers" to set SMTP server, port and connection security have to do this setting before sending email.
Connection Succeeded
Then click on "Test Connection", it will show popup that the test connection succeeded.
POS Window
Click on "Email" button to send invoice/receipt copy to the customer.
Attachment
Invoice button -> Invoice copy will be sent to customer's email.
Receipt button -> Receipt Bill copy will be sent to customer's email.
Sending Email
Send Email(invoice/receipt) to the appropriate customer.Email can send only after that Test Connection gets Succeeded.
If not it will show popup that Email could not send.
Confirmation Message
Email could not Send
Received Email
Price list quick load
PriceList Cache Configuration
This module installed, your system will benefit from incredible loading speed of huge pricelists in a few seconds.
Synchronization
Indicator increases whenever change the pricelist datails.
Click to Indicator to synchronize pos pricelist data without reload in POS.
PriceList Cache Configuration
This module installed, your system will benefit from incredible loading speed of huge pricelists in a few seconds.
Synchronization
Indicator increases whenever change the pricelist datails.
Click to Indicator to synchronize pos pricelist data without reload in POS.
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