PoS PoS   Point Of Sale 3 Dashboard 3 Settings 6 Payment Terminals 25 Connected Devices 25 Inventory 26 INVENTORY 29 Orders 29 Bill Splitting 46 Ship Later 48 Payments 51 Down Payment 54 Coins/Bills 61 Floor Plans 63 Pricelist 67 Vantiv Configurations 68 Rescue Session 71 Reporting 72 Orders 73 Sales Details 75 Session Report 75         Point Of Sale For recording regular sales transactions and related business activities of stores and restaurants, the Odoo17 Point of Sale module is the ideal solution. This specialized module provides a wealth of cutting-edge capabilities and user-friendly management tools to assist you in effectively managing virtual storefronts. This module may be easily used on desktop computers, iPads, and tablets. You can meet the needs of your business with the help of this module's versatility and customization options. Based on their distinct needs, different companies use this module in different ways today. Companies can utilize the Point of Sales module differently depending on their needs, thanks to the customization feature provided by custom coding. The operation of this module can be effortlessly integrated with the accounting, inventory, sales, and other business departments. The Point of Sales module's features will all be covered in detail in this chapter.     Dashboard All of the point-of-sale sessions in Odoo 17 will be visible on the Dashboard of the PoS module. With the correct tools, managing the sessions is simple from the dashboard itself. The PoS dashboard's Kanban view is depicted in the screenshot. You can either use the Continue Selling button to carry on with the current session or the New Session option to begin a new session for the relevant PoS. Customers can use their kiosk to place orders by clicking the "Open Kiosk" button. The menu that displays after clicking the three vertical dots on each session, as shown in the figure above, has more operation tools. You can view the Orders and Sessions of the chosen PoS using this menu and create reports about the Orders. The PoS dashboard's list view looks like this. To change the settings, click any of the various places of sale. In Odoo17, you can build a new PoS by pressing the NEW button. As seen below, Odoo17 will send you to a new Configuration window where you can enter the name of the new Point of Sale in the appropriate field. You now turn on more functions for the new PoS in accordance with your company's needs. The Multi Employees per Session feature can be turned on if you want to permit several employees each session. In the new PoS, this will enable us to log in and switch between certain employees. The names of the authorized personnel will show in a separate field. To access a PoS session, these employees can either scan their badges or input their PIN. You can connect devices using an IoT Box by turning on the IoT Box option. The fields allow you to provide information about the receipt printer, customer display, card readers and barcode scanners, electronic scale, and Sweden Fiscal Date Module. You can control the IoT devices that are connected through the external link. By turning on the ePoS Printer field, you can connect devices to your PoS without using an IoT box. You can enter the IP address of the receipt printer in the available space.       Settings You can choose the Settings option from the Configuration menu by clicking on it. Any PoS's parameters can be modified through this window. You can do this by choosing the necessary PoS in the Point of Sale field. Use the +New Shop button to start a brand-new shop. If any of these apply to the new shop, turn on the Is a Bar/Restaurant field. Restaurant Mode You may access the Floors & Tables Map tool from the Restaurant & Bar page to design floors and assign orders to tables. This page will provide a link to an external page where you can control the shop's floors. If you wish to add any internal comments from the borderline to the kitchen, turn on the Internal comments option. A new button labeled "Internal Notes" will show up inside the point of sale session after the Internal Notes option has been enabled on the back end. To add notes, click the Internal Notes icon after selecting the product. In the Notes area, add notes to the kitchen by clicking the Add button. The note will then become visible, as the screenshot below illustrates. Activate the Early Receipt Printing option if you want to permit the printing of receipts prior to payment. You can use this choice to print receipts before making a purchase. You can create a receipt for the order prior to making a payment using the Bill option. By turning on the Allow Bill Splitting option, it is possible to divide the overall sum or individual order lines. Table Booking is a brand-new feature that Odoo 17 offers. If enabled, guests can make reservations for a table via the website. It suggests that reservations can be made online by utilizing this option. Once the configuration has been saved, select the Appointment Type. All of the created appointments will be visible to customers when they visit the Appointment menu on the website. Toggle the relevant one. The customer can then select the reservation date and time on the very next page. Many others made mention of it. Subsequently, the client must provide their complete name, email address, and phone number. Confirm the appointment once the data has been completed. The customer receives the confirmation that is seen below after completing the booking. Once the session is open, you can see that one table has been reserved via the website. To change the appointment kinds, navigate from the Manage Booking menu to the Appointment module. Mobile self-order & Kiosk The Mobile self-order and kiosk options come next. Which Odoo 17 has just introduced. Customers can use a kiosk or their mobile device to place orders by selecting this option. In this case, Self-ordering can be configured as a Kiosk, QR Menu, or QR Menu+ Ordering. An overview Users can view a preview of the webpage through the web interface. The generated preview button may be viewed from the Home buttons option, and the New button allows you to build a new one. From there, you can print, download, or reset the QR Code. From there, you may also set up other details like Pickup at, default user, Languages, etc. Upload an image to Splash Screen to make it uniquely yours. Self Ordering is now enabled for this session after saving the preferences. As shown in the screenshot, a Mobile Menu option will appear. Selecting the Mobile Menu option opens a new screen. Customers can then place their own orders from there. Click the "Order Now" button to do that. Here, orders can only be placed by clients when the session is open. Click the Order button after selecting the desired product. The client can then select Table. An order confirmation will be sent after it is verified. The order is then contained in the relevant Table inside the session. From there, the user can finish the order. If the cashier is not present, clients can view their order and make payment from the same mobile screen by selecting the My Order button. Save the settings once the Self-ordering is configured as a Kiosk. The dashboard session will then display an Open Kiosk button. A Self Kiosk window with a URL will open when you click on it. Click the "Open in new Tab" button to open it in a new tab. Following that, a self-ordering window will open, allowing clients to place orders. Eat-in/Take-out allows the tax rate to be adjusted according to whether customers choose to eat in or order takeaway. Thus, include a fiscal position in the relevant field. Payment The Payment Method field allows users to choose the payment options offered by this PoS. By turning on the Cash Rounding option, you can specify the smallest denomination of the currency that is used to make cash payments. Use the Tips option to accept customer tips or alter their change into a tip. Enter the Tip Product in the appropriate field. This information appears on customer receipts as a reference. You can set a maximum difference between the expected and counted money during the session ending by turning on the Set Maximum Difference field. The Authorized Difference parameter allows the permissible difference to be specified. With Automatically Validate orders, orders paid for through the payment terminal can be automatically validated. PoS Interface You can enable the Large Scrollbars option to enhance navigation on sluggish industrial touchscreens. Using the Restrict Categories function, you can also limit certain product categories. After enabling the Start Category option, you can begin selling products from a default product category by mentioning it in the provided space. As an illustration, make the Start Category the product category Chair. Following the beginning of the relevant session, the Chair product category will come up by default to begin the sale on the point-of-sale dashboard, as illustrated below. When the Margins & Costs option is activated, product information in POS will display margins and costs. Multiple employees can access the PoS session if the "Multi employee" option is activated. Include authorized workers. After that, the relevant staff members can use their credentials to log into the session. Accounting The Accounting tab allows you to choose the Default Sales Tax for the items in the PoS. Any new items added to the catalog are subject to this sales tax. Use the external link provided on this page to manage the available sales taxes. Depending on the type of customer, choosing a specific fiscal position at the order is made possible by activating the Flexible Taxes. You can define the intermediary account used for unidentified clients in the Default Temporary Account section. The Default Journals feature allows users to specify the default journal that will be used for orders and invoicing. Sales You can designate a sales team for this new PoS under the Sales page, and the sales will be reported to that Sales Team. You can specify a product in the "Down Payment Product" area, and when a down payment is made, this product will be used. Pricing You can choose the price lists used for the products in this PoS by turning on the Flexible Price Lists feature in Odoo17. It can either be based on Advanced price rules or Multiple prices per product. In the designated spaces, the default and accessible price lists can be entered. There are two options for the Product Prices on the receipts: Tax-Excluded Price and Tax-Included Price. The price of a good or service before taxes are deducted is shown in the Tax-Excluded Price, whereas the price that includes all relevant taxes is known as the Tax-Included Price. In essence, the tax-included pricing shows the total amount a customer pays, including taxes, while the tax-excluded price is the basic amount. By turning on the Price Control option, you can only allow the manager to change prices. By doing this, the product pricing on orders can only be changed by users having Manager access rights for the PoS app. After activating the Line Discount option, Odoo 17 will let cashiers set a discount per line. By turning on the Global Discounts functionality, you can add a button to establish a global discount on products. In the fields provided, you can note the discounted product and the discounted percentage. By making your consumer's various offers, you can increase your sales. The Promotion, Coupons, Gift Cards & Loyalty Programme button can be turned on for this. Bills & Receipts Activate the Custom Header & Footer feature to add a personalized message to the header and footer of the invoices and receipts. To specify the notes you want on the header and footer of the receipts and bills, you will receive additional fields. Once the payment has been registered, the Automatic Receipt Printing feature enables you to generate receipts automatically. When the Use QR Code on Ticket option is turned on, a QR code will be printed on the receipt, enabling the user to quickly retrieve an order's invoice. As you enable the user to request the invoice for an order on the portal, Generate a code on the ticket that adds a 5-digit code to the receipt. There is a link with the 5 digit code, using that particular link the customers can request the invoice. Payment Terminals Under the Payment Terminals page, you can view the available payment terminals in the Odoo17. Point of Sale module. From here, you may activate the appropriate payment terminals for your new PoS. Depending on the option you select here, Odoo enables you to accept payments through payment terminals from Adyen, Vantiv (US & Canada), Ingenico (BENELUX), Stripe, Six, and Worldline. Connected Devices Devices can be connected to the PoS in Odoo without the need for an IoT Box. Turn on the ePos Printers option in order to add printers. While the consumer is checking out, they show them an additional display and activate the Customer Display feature. You can add a custom background image by uploading an image through these options. Users are able to connect gadgets with the IoT Box box. You can add a barcode scanner/card reader, electronic scale, customer display, receipt printer, and more inside the settings. Orders were shown on the Preparation Display using this display. Inventory You can choose the Operation Type used to record the product pickings under the Inventory tab. By putting the Barcode Nomenclature in the appropriate location, you can use barcodes in PoS to scan products, customer cards, and other items. By utilizing barcodes, you can speed up PoS procedures. Once developer mode is enabled, the PoS interface will display a debug window, as illustrated below. The product's barcode can be manually entered using this window. By turning on the Allow Ship Later functionality, you can use your PoSsession to sell goods first and send them later. You must specify the Warehouse, Specific route, and Shipping Policy of such products in the appropriate areas in order to enable this capability. The Inventory Management specifics of this PoS might be mentioned in this Inventory tab. You can choose when to update the stock quantities here. Depending on your needs, you may set it to either At the end of the session or In Real Time. Only after the session has ended will the inventory be impacted by the stock adjustments made during the end of the session. In Real-time, stock changes impact the inventory concurrently. The freshly established PoS is visible on the Dashboard of your PoS module, as illustrated in the screenshot below. You can launch a new session for your freshly formed PoS by selecting the New Session button.                           INVENTORY Orders With the help of the Odoo 17, you can take orders and record them by beginning a new session. Similar to how we did in the Sales module, the Point of Sales module allows us to set the products, product variants, and product attributes for the PoS. In the Sales chapter of Odoo 17, we already went into great length about product configuration. You can refer to this chapter if you have any questions about how to configure a product in Odoo 17. Sales - Odoo 17 Enterprise Book Now, start accepting orders by clicking the New Session button. You will then be directed to a new window where you must either scan your IDs or choose a cashier in order to enter the new store. To sign in to a new session, you can use your employee badge or employee PIN Code. The designated officer or HR will offer a special pin for each employee when creating their record in the Employees module, which may be used to log in to other platforms, including attendance and point of sale. It will be accessible via the Employee form view's HR Settings tab, as illustrated below. You can access the PoS session by entering the PIN code provided below, or you can print your badge ID by clicking the Print Badge button. The Scan your Badge field accepts the Badge ID. Choose your name from the Select Cashier section and input the PIN if you want to log in using the PIN. A pop-up asking you to set a starting balance at the PoS cash box will appear as soon as you start the new session. The sum listed here represents the session's opening balance before the sales start. You can utilize the tiny money icon or just state the Opening Cash. When you click this, a new window will appear. Here, you'll see the coin and bill values that have been set up on the backend. Here, you can choose how many of each currency you want to use, and the entire cost will be shown in the window. The Opening Cash will show up in the corresponding field after you click the Confirm button. You can now start the session with this amount by clicking the Open Session button. This is the PoS session's order interface. You can use the PoS Categories of the products, which are visible at the top of the screen, to acquire a list of products in a specific category. Otherwise, you can use the search bar to look for the needed product. You can see the synchronization and connection status of the customer screen in the top right corner of the screen. Customers will check out on the consumer display via a second display. You can utilize the LOCK button, which is highlighted in the picture, to lock the session. The session will end when you click Close Session. From the Orders option, you may view all the orders made during this session. The date, receipt number, customer, cashier, total, and status of the orders are all displayed in the window. Orders can be searched for using the Search bar, and you can filter the results using the options for All Active Orders, Ongoing, Paid, Payment, and Receipt. You can make a new order right from this window by selecting the New Order button. You will find a menu specifically designed for entering the Cash In and Cash Out information. In an emergency, the employees can find themselves with no choice except to steal money from the counter. To ensure transparency, it is crucial to enter the cash in and Cash Out information in the accounting when they return the money to the counter. Let's use an illustration to explain this. Imagine that a worker stole cash from the cash register to pay for travel. To enter the information, click the Cash In/Out option. Choose Cash Out from this menu, then enter the employee's withdrawal amount. In the provided box, provide the explanation, then press the Confirm button. Odoo17 will log the Cash Out information. By selecting the Cash In button, once the employee returns the money, you can enter the sum on your counter. Let's now examine the PoS ordering process. On the right side of the screen, a list of products will be shown along with their names, pictures, and prices. You can choose the product from the provided list when a customer puts in an order, and it will be added to the billing session. You will receive the functionality indicated in the aforementioned graphic in the billing session, depending on how this PoS session is configured in the backend. You can include a note in the bill by clicking the Customer Note button. Use the Refund button if the consumer requests a refund after making the purchase for a specific reason. Additional details on the ordered item are available by clicking the little Info button. As seen in the figure above, it comprises the financial, inventory, replenishment, and order details. To set the tax on the order, use the Tax field. If there is a Discount that applies to this order, you can select the corresponding button and specify the amount of the discount. The amount of the discount will be applied to the order once you click the "Ok" button. Use the Internal Note button to add any internal remarks to this order. To divide the cost, click the Split option. If the order includes multiple items, you can use this button to divide the cost and pay for each item separately. Bars and restaurants typically employ the Guests button. This button allows you to invite people to a particular table. You can print off the bill by selecting the Bill button. The pop-up window allows you to enter printing information and print the bill as needed. Use the Enter Code button to specify any gift cards or discount coupons that the client may have, and the offer will be added to the order. Likewise, the Reward button will display any rewards that this client is eligible to claim. You can choose the customer for this order by using the Customer field. The snapshot above depicts the client list that is currently available. You can choose your client from the provided list. If the customer record is not present, you can use the Create button to create a new customer. The customer you've chosen will be fully described when you click the Details button. This information comprises the client's Name, Picture, Street, City, Postcode, State, Country, Language, Email, Phone, Mobile, Barcode, and Tax ID. To learn more, click the More Info icon. Use the associated button to view the Quotation or Sales Order associated with this order. Additional buttons for setting the quantity, percentage discount, and price of the items added to the order will be available. Click the Payment button to start the payment. As seen below, Odoo takes you to the payment window. On the left side of the screen, you can see the Payment Methods that are accessible for the current POS session. Choose a payment method that will work for the customer's request. The appropriate Summary will be provided in the given box after choosing the payment option. You can see the customer's name on the right side of the screen. To create an invoice for this order, click the Invoice button. The tip can be entered using the Tip button if the consumer wants to leave the employee any tips. If a consumer wishes to place an order for a product now and have it delivered later, they can use the Ship Later button. The Remaining Change and Total Due will be displayed on the payment screen. You can validate and confirm the payment using the Validate button. Odoo will ask you if you want to receive the receipt and invoice after you validate the payment. Using the Print Receipt button, you can print the receipt. The receipt and invoice may also be delivered to the client via email. The order is finished after the receipt and invoice have been sent. To end the current PoS session, click the Close button located in the top right corner of the screen. You will see the specifics of the closing session in a pop-up window when you click this button. It contains the Payment Methods used to record customer payments as well as the history of the payment information for that specific day. The Opening Cash for the session is displayed in the Expected amount. You can enter the entire amount taken in from today's sale in the Counted area. It is the session's final balance. You can use the money icon to help you figure out the total using the selected coins. The difference between the session's opening cash and closing balance is displayed in the Difference section. Use the Add a Closing Note box to add a note before the session is finished. Press the Close Session button now. Odoo will ask you to accept the payment difference if there is any difference reported in order to post a profit/loss journal item in your accounting. Let's press OK and observe what happens. The meeting is now over. You can choose the Profit and Loss reporting option in the Accounting module. The session's difference will be recorded in the Cash Difference Gain account and treated as income in the profit and loss report. The record for the cash discrepancy discovered during the counting can be seen in the General Ledger of this account. This is how Odoo manages various PoS sessions. The Orders menu of the PoS module's backend will show a complete list of all orders. The Order Reference, Session, Date, Receipt Number, Customer, Employee, Total, and Payment Status are all displayed in the list view. You can also view this window at your convenience in Kanban and Pivot. You may organize the orders based on Session, Cashier, Customer, Status, and Order Date. Invoiced, Posted, and Order Date are the window's default filters. To create new sorting choices, use the Custom Filters and Group by options. Choose the Sessions option from the Orders menu to access the Sessions history. This window will display the Session ID, Point of Sale, Opened By, Opening Date, Closing Date, and Status. You will see My Sessions, In Progress, and Opening Date as default filters. By Point of Sale, Opened By, Status, Opening Date, and Closing State, the sessions can be divided. You can click on a session to gain more details, and then a form view will appear, as seen below. You may find information about the total number of Orders, Pickings, Payments, Journal entries, and Cash Register in the smart buttons. The session status is displayed in the window's upper right corner.   Bill Splitting If your order includes many products, you can divide the bill into multiple installments. You must enable the Allow Bill Splitting option from the Configuration Settings of the relevant Point of Sale in order to use this feature during your Point of Sale session. Let's head to the appropriate Point of Sale session after saving the changes to see how this functionality functions there. You can construct an order with multiple quantities of products for this. The example that follows. To split the bill for this order, click the Split option. You can access the Bill Splitting window in a new window by clicking this button. Selecting the items for the first payment allows you to divide the bill here.Following your selection of the items for the initial bill, you can continue with the payment. You can choose the last item from the Orders menu and finish the payment individually after you've finished the payment process. In a Point of Sale Session, the bills are divided in this manner.     Ship Later You can ship things later even after paying for them using the advanced Odoo Point of Sale functionality called "Ship Later." You are able to sell things today and deliver them later, thanks to it. You can use this tool to pay for the things you want in advance. You must enable the Allow Ship Later option from the POS's Configuration Settings in order to use this feature. The Ship Later button will appear on the PoS session during the payment process once this option is activated. Create an order for this in the PoS session, then proceed to the payment window. After mentioning the customer, click the Ship Later button, as seen in the screenshot above. Then, a popup window appears; from the popup window, the user can choose the shipping date. Click the Confirm button. You may examine the relevant order in the backend from the Orders menu once the customer has completed the payment. You can view information about the product picking by using the Picking smart button. You can see that the merchandise is ready for delivery in this picture. You can confirm the order and ship the product for delivery to the appropriate consumer by clicking the Validate button.   Payments You can locate the Payments option under the Orders menu of the PoS module, where Odoo keeps track of all payments made for various orders. Based on payment types and sessions, the payments can be grouped. Here, the Date, Payment Method, Order, and Amount are displayed in the list view. You can provide consumers with a variety of payment options during a PoS session so they can choose the one that best suits their needs. You can configure these payment methods by going to the Point of Sale module's Configuration menu and choosing the Payment Methods option. You will see a list view of the payment methods that have previously been set up here, together with information on the method, journal, and company. You can click on any of the various payment methods to make the necessary adjustments. Use the New button to start a fresh one. You can enter the name of the payment method that will be displayed in the Point of Sale when the payment option is chosen in the Method area. When utilizing this payment method, setting a customer is required, and splitting the journal entries for each customer results from activating the Identify Customer feature. Enter the journal's name in the Journal area to specify where the payments will be recorded after the session is over. For a cash journal, Odoo uses statement lines to directly write to the default account in the journal. Odoo writes to the outstanding account provided in this payment method when writing a bank journal. Only bank and cash journals are permitted here. To use the customer's receivable account, leave the entry blank. The Intermediary Account, which takes precedence over the Company Receivable account used in the journal entries, might be mentioned in the area provided. This field can be left empty if you want to utilize the company's default account. The new payment method will be added to the list of accepted payment methods in PoS after the configuration process is complete   Down Payment After making a purchase from a business, the consumer has the option of paying the full amount at once or over time in installments. Odoo provides a down payment tool to manage such installment payments. You can manage huge orders with the help of this function, and the customer will have the option to pay the entire invoice in convenient installments. Check out Odoo's down payment management system. To do this, you must use the Sales module to create a sales order for the customer. The sales order includes information about the products and the consumer. Verify the sales order right now. The merchandise will be reserved for purchase as soon as you confirm the order. When you click the Delivery button, the item is prepared for delivery. This product is available for client pickup at the point of sale. You can now start a new session at the Point of Sale. Make sure to mention the down payment method from the point of sale's Configuration Settings before the session begins. You can now launch a fresh Point of Sale session. Here, you can choose an already configured estimate or order by clicking the Quotation/Order button. You can choose the sales order that we already validated from this list. After choosing the order, a pop-up will display where you can choose the appropriate action. You can pay the entire amount in one transaction by selecting the Settle the Order button. Click the Apply for a Down Payment button to make a down payment. When you select this, a new window displaying the down payment % will open. The bill's entire amount will be shown in the illustration below. Here, the customer has paid the first installment of 10% of the total amount due for the sum of 678.50. The down payment will be added to the order line when you click the Confirm button. 10% of the total is represented by the amount in the order line. Complete the first installment by clicking the Payment button. The first installment will be finished once the payment has been validated. You must finish this session before making the following payment so that the session itself can capture the modifications. The consumer can use the same method to make the second down payment. In this case, the buyer contributed 20% of the total.   The order line will include the down payment, as shown above. Complete the payment process in the same manner as before. The client has made a total down payment of 474.95. The customer's down payments are added to the order line when you look at the sales order for the customer in the backend. The customer can now settle the outstanding balance in one go. Return to the Point of Sale and open the session to do this. Here, you can choose the appropriate sales order and settle the balance by clicking the Settle the Order option. The prior down payments are indicated in a negative sign on the order line. This shows that the down payments have been subtracted from the order's total. In the window, you can see how much is left. 474.95 is the payable sum in this case. You can finish the payment by clicking the Payment button. The three payments will be finished once you finish paying, and the order can be closed. A smart button that displays the three transfers to POS can be seen when you review the sales order. You can view the three transfers that were made during the corresponding PoS sessions by selecting this smart button. It displays the Customer, Employee, Total, and Status, as well as the Order Reference, Session, Date, and Receipt Number. You can tell from the screenshot that the down payments are recorded in the appropriate journals.   Coins/Bills   By setting up Coins/Bills in Odoo17, you can easily and properly calculate the amounts during PoS sessions. You can go to the Configuration menu and choose the appropriate option to manage and create Coins/Bills. The list of already configured Coins/Bills in Odoo17 will appear in a new window. The Name, Coin/Bill Value, and Point of Sales information are displayed. To set up a new one, click the New button. You can set up a new Coin/Bill in the form view by entering its Name, Coin/Bill Value, and Point of Sale in the appropriate fields.   Floor Plans With the aid of the Odoo ERP System, it is now simpler to generate floor plans for your bars and restaurants. You can customize the floor plans in the Point of Sale module to meet your needs. It is simple to construct floors and assign orders to the table using this functionality in Odoo 17. Choose the Floors Plans option from the Configuration menu to accomplish this. This window allows you to view already prepared floor plans, as illustrated below. To build a fresh floor plan, select NEW. The Floor Name field can be used to mention the floor's name. All of the Points of Sale that you mentioned in the relevant field will have access to this floor plan. Enter the floor's background color in a format that is compatible with HTML in the Background Colour field. Now, you may set up tables for this floor by clicking the Add a Line option. As soon as you click on this button, the popup displayed below will open. Specify the Table Name for internal reference. The Seat option allows the user to specify the default number of diners served at this table. Mention the table's physical characteristics, such as its Shape, Horizontal position, width, color, Vertical position, and height, using the Appearance tab. Click the Save button once the fields have been filled in. The information for each table on this floor can be added using the same approach. Let's check to see how this floor plan appears in the relevant Point of Sale after the configuration is complete. Use the Edit icon to make any necessary modifications to the table configurations. You can add new tables, duplicate existing ones, change their names, specify the number of seats at each table, alter their shapes, alter their colors, and remove unneeded tables from the floor plan by using the Edit icon. Then the Switch Floor View will rearrange the floorview.   Pricelist According to the company's pricing strategy, it is possible to develop a different price list for the products at a Point of Sale. You can do this to set different prices for the products and provide discounts to certain clients of your business. From the Price Lists option found under the Products menu of the Point of Sale module, you may make and manage multiple price lists. The Pricelist Name, Discount Policy, Currency, Selectable, Website, and Company are all visible in this platform's list view. The Sales module's setting for the Pricelist is comparable to that. You may manage the Discount & Loyalty and Gift Cards & eWallets options under the Products menu. The Sales module also includes a description of this functionality. You can consult the Sales chapter in our Odoo 17 Enterprise Book for more information on how to configure pricelists, discounts, loyalty, gift cards, and eWallets. Odoo 16 Enterprise Book: Sales   Vantiv Configurations The Vantiv account that will be used to process credit card transactions in the Point Of Sale is determined by Vantiv Configurations. You can allow payments using a variety of credit cards (such as Visa, MasterCard, Discovery, American Express,.) by setting up a Vantiv configuration. You should connect this setup to a Point Of Sale payment option after setting it up. You can use a Vantiv payment terminal to make payments by turning on the Vantiv option in the PoS Settings in Odoo17. You can use the Configuration menu of the module to generate new Vantiv credentials. Choose Vantiv Configuration from the menu. You can set credentials by clicking the New button, as seen in the figure. In the appropriate areas, you can enter the Name of the Vantiv configuration, the Merchant ID (the ID used to authenticate the merchant on the payment provider server), and the Merchant Password. After creating credentials, you may link them in the Point of Sale module with a payment option. Create a new payment method by selecting the Payment Methods option from the Configuration menu. You can use the Vantiv option as the payment terminal in the area labeled "Use a Payment Terminal." When you choose this option, a new field where you may enter your Vantiv Credentials will appear. Here, we can specify the credentials that we produced earlier. When you configure this, the Vantiv option will appear on your PoS interface when you are processing payments.     Rescue Session Odoo17 PoS may be controlled online and offline. Have you ever considered what will happen to the active orders if your internet connection is lost? When the connection is reestablished, Odoo will synchronize the data to guarantee an uninterrupted Point of Sale experience. Odoo 17 will save the day even if you mistakenly close the session while working online. To prevent data recording, the Odoo Point of Sale provides a rescue session alternative to the unintentionally closed session with the aid of the rescue session. We shall go into detail about the rescue session in Odoo here. The In Progress and Closed sessions are shown when you see the session history from the Orders menu. One session is going on right now. The session's data will be saved in the browser's cache memory if the internet connection is lost. The number of orders placed while the system was down is highlighted in the image above. If the session is closed, the backend will show the session's state as Closed & Posted. You can select the synchronization icon after the system resumes the internet connection. Odoo will do this and produce a PoS rescue session in place of the previously closed session. The session history is accessible from the backend. The rescue session is depicted in the snapshot as a brand-new session with a new session ID.   Reporting Analysis of a company's activities on a frequent basis is crucial for its success. Then, and only then, can you comprehend the losses and gains in your company. You may quickly identify the areas that need improvement with the aid of effective monitoring. Odoo provides the Reporting feature in the PoS module to assist you in efficiently summarizing the sales activities on a daily, monthly, and annual basis since it recognizes the value of sales analysis in a business. These reports are useful for evaluating the general effectiveness of every point of sale in your business. Let's go over each of the Point of Sale reporting features individually. Orders A great overview of all orders entered into your system is provided by the Orders reporting feature. The reports can be examined both graphically and pivotally. You can switch between Line, Bar, and Pie charts in the graphical view. Choose appropriate Group by, Filters, and Measures to achieve the desired reporting outcome. To create Order reports, you can use the default filters Invoiced, Not Invoiced, and Order Date. The reports can be categorized using the default Group By option based on User, Employee, Point of Sale, Product, Product Category, and Order Date. To improve the reports, the Custom function can be utilized to generate the necessary Group By and Filter choices. You can use Count, Subtotal w/o Discount, Total Discount, Total Price, and Average Price as Measures. You can also use Delay Validation, Margin, Product Quantity, Sale Line Count, and Average Price. The pivot table of the Order report is depicted in the screenshot. The data can be added to a spreadsheet for further processing by using the Insert in Spreadsheet button. Sales Details Use the Sales Details option under the Reporting menu to view the sales information for a certain time period. When you select this option, a pop-up window similar to the one below will appear, allowing you to enter the Start Date and End Date of the period. You can obtain the sales information for the indicated Point of Sale by selecting the Print button after adding the Point of Sale using the Add a Line button. Session Report The Session Reports function in the Reporting menu of Odoo allows you to create daily reports for the operations of the point of sale. From the reporting menu, choose Session Reports. A pop-up window will appear where you may enter the Point of Sale Session's ID. You can obtain the daily report for that specific session by selecting Print after entering the Session ID. An example of a daily report from an Odoo Point of Sale session is given in the image up top. This reporting function makes it simple to carry out daily sales analysis.