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Create Sales order from POS in Odoo

by
Odoo

25.35

v 14.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 387
Technical Name pf_pos_create_sale_order
LicenseOPL-1
Websitehttps://www.prefortune.com/
Versions 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 387
Technical Name pf_pos_create_sale_order
LicenseOPL-1
Websitehttps://www.prefortune.com/
Versions 13.0 14.0 15.0 16.0 17.0 18.0

Create Sales order from POS in Odoo

Create Sales Order From POS is an Odoo module that allows you to seamlessly generate sales orders directly from the POS interface. With this feature, your POS users can create draft sales orders using the selected customer and product lines without leaving the POS screen. It ensures smooth integration between your point of sale and sales operations, enabling orders to be processed, confirmed, or canceled later through a simple workflow. The module also validates that a customer and at least one product are selected before creating the sales order, preventing incomplete entries. Once a sales order is confirmed, a delivery order is automatically generated, keeping your sales and inventory perfectly synchronized. This is especially useful for businesses that take orders in-store or at the counter but fulfill them later, providing a streamlined experience from point of sale to delivery.

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Key Features

Create Sales Orders directly from POS.
Customer & product validation.
View and manage sales orders from POS.
POS session integration.
Quick order confirmation.

Create Sales order from POS in Odoo

Our all-inclusive Odoo – Create Sales order from POS in Odoo module seamlessly connects your POS with Odoo Sales, letting staff create, view, and manage sales orders right from the POS screen. Ideal for stores and counters where orders are placed but fulfilled later, it ensures customers and products are always selected, prevents incomplete orders, and triggers delivery orders upon confirmation. This streamlines your sales and inventory flow, reduces manual work, and enhances the overall customer experience.



Create Sales order from POS in Odoo

  • Generate sales orders right from the POS interface using selected customers and products.
  • Ensures a customer and at least one product are selected before allowing order creation, preventing incomplete sales.
  • Open existing sales orders linked to the session, check their details, and monitor their status without switching to the backend..
  • Confirm draft & confirm sales orders directly from POS.
  • Orders created through the POS are linked to that session for clear reporting and tracking. .

Complete Workflow for Manage Create Sales order from POS in Odoo

First we need to activate the "Create Sales order from POS in Odoo" module. Once activated, go to the Settings menu and open the Point Of sale section.Here you can enable the Create Sale Order option.For creating the sale order from POS


Create Sales order from POS in Odoo

1.First Enable the Create Sale Order option in POS settings.

2.Select the products and customer.

3.Than go to the Create Sale Order option.

4.Select the Draft option and enter the description than click on confirm button.

5.If confirmed, the sales order ID will be displayed. You can click this ID to open and view the sales order.

6.See the Draft sale order is created with all details.

7.Same for above create Confirm Sale Order.

8.See Confirm sale order is created with all the details.

9.If customer is not select than raise warning.

10.If Products is not select than raise warning.

11.Add the filter in Sales module to filter the POS sale order.

12.Add the group filter in Sales module to group the POS sale order.

Ans: Yes, the module works with both the Community & enterprise version of apps.
Ans: you can install the application directly from the Odoo Apps store or upload the application file to your Odoo instance. Once installed, you can configure the application to suit your organization's needs and begin creating branches or units.
Ans: yes, support is available for the Create Sales order from POS in Odoo. You can access documentation, forums, and community resources for assistance with installation, configuration, and troubleshooting. Additionally, paid support plans may be available for more personalized assistance.

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Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

• Works & tested on standard installations of Odoo with no third party apps,
• Free support only for odoo installations with no third party apps,
• Paid support availaible for Odoo installations with third party apps.

odoosupport@prefortune.com Prefortune Technologies LLP

Prefortune Technologies LLP.

Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.

If you need any help or want more additional features, you may contact us through:

odoosupport@prefortune.com Prefortune Technologies LLP

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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