Point of Sale Retail Shop| POS Retail Shop
by Softhealer Technologies https://www.softhealer.com$ 200.58
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Employees (hr)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
Lines of code | 54646 |
Technical Name |
sh_pos_all_in_one_retail |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 15.0 14.0 17.0 16.0 13.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Employees (hr)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
Lines of code | 54646 |
Technical Name |
sh_pos_all_in_one_retail |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 15.0 14.0 17.0 16.0 13.0 |
Go to point of sale setting and set 'Update Product/Customer Info' as per your need.
To create a product from pos, enable the 'Allow to create product' option from employee.
Go to the POS setting and enable the 'Enable Product Creation' feature.
The product creation button is now visible.
Note: In order to create a product from the POS page, you must need to enable the product creation button from both employee settings and the POS settings.
If either of these options is not enabled, the button will not be visible.
If you don't want to show the create button to a specific employee, then disable the 'Allow to create product' option for that individual employee.
Enable the 'Enable Product Creation' button in the POS setting.
The create product button is not visible.
To create a product, click on the create product button.
The add Product wizard will appear. Proceed by clicking on the 'Create' button within the wizard.
Current user set as default salesperson in product.
Current user set as default salesperson in product variant.
Enable these configurations.
Counter increase when a product adds to a cart.
Variants with the product counter.
All counter in variant.
Add New Product Write name in wizard.
See "Add Barcode" button Press And Add Your Barcode.
Add Your Barcode In Text Box Save Or Dicard Your Barcode By clicking Icon.
Barcode Added Successfully.
Also Add Multiple Barcode By Clicking Save Button.
When Scan Product, product added in cart.
Product And There Barcode Save In Barcode.
In Customer see the option set maximum Discount.
Enable Feature Customer Maximum Discount.
See Discount in shop.
Set Discount In order line.
The Warring massage Pop that show max Discount of Product.
Apply Global Discount.
if the the amount is lower then set amount then apply discount.
Goto pos config setting and enable 'Enable POS Category Slider'.
Category Scroll in pos screen.
Sub category slider.
Goto pos config setting and enable 'Allow Partial Payment'.
Now go to pos and make payment of one order, Here you can see the Remaining amount.(* Invoice Compulsary, Without invoice you can not make partial payment *)
As you can see the partial payment details in backend order master view.
Goto invoice here you can see the 'Partially PAID' ribbon.
Also you can restrict particular customer for partial payment. Just goto the customer master view and enable 'Not Allowed Partially Payment'
While you make partial payment with the restricted customer, system will show the alert message.
For make payment of partially paid orders from the pos. Just enable 'Allow to pay order'.
After that you can see the payment button in order list view in pos.
After click on that you will redirect to the payment screen. And make payment.
After payment successfully placed, backedn order due amount updated.
After payment successfully placed, you can see the paid lable in backend invoice master view.
You can also filter partially paid order from pos order list.
Invoice is mandatory for making a partial payment.
Select products and click 'Mass Product Update' to update the bulk of products category at once.
After that one wizard will open, where you can fill the details related category, and press the "Update" button.
POS categories change.
POS categories updated.
First, you need to tick the "Import POS Order" group to import product.
"Import POS Order" menu in orders.
After that one wizard will open and it's looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of product invalidation.
The following fields are imported.
About Fields
Your CSV file format must match like below.
Goto general setting and enable the Inventor 'Real Time'.
Goto pos config setting and enable 'Display Warehouse Stock'. After that you can see the 'Update Qty Real Time'. Product qty will be updated across all pos sessions. 'Update Qty When POS Cart Change' : This option will update the product qty while you add product in to the carts.
Make same feature for the other pos session.
Product On Hand Quantity..
In PoS screen, Here you can see the product real time quantity. (This is the Mark Session).
Product Qty will update in the michel admin as well.
Goto user set "disable new/delete buttons".
See the two field disable in pos "new order" button and "remove order" button.
Goto user set "disable remove" button.
See the field disable in pos "remove" button.
Goto user set "disable remove order line" button.
See the field disable in pos "order line remove" button.
Goto user set "min max price in product".
See the two field enable in product min price and max price of product.
check the box of "allow confirm pos product sale price" for pop warning.
if price is less then minimum product price then pop warning message.
if price is more then max product price then pop warning message
if price is not match with min max then it generate warning message that not process for payment.
if price is between min and max then payment process its done.
in receipts print price of product.
Discount details in backend order.10
Enable 'Create Purchase Order' from pos setting.
You have to install purchase module first. Because this feature depends on the purchase module.
Upon installing the purchase module successfully, this option will appear.
In pos screen you have one button 'Create Purchase Order'.
After click on that button, it will create a puchase rfq, in this popup you can see the purchase rfq number.
Purchase rfq created in backend.
Simply choose 'Purchase Order' as the order state if you wish to create a direct purchase order.
Now just add some products in cart, select customer and click on 'Create Purchase Order'. After that popup will apear, here you can see the purchase order number.
Purchase order created successfully in backend.
If you add the section in pos cart, then it will added in purchase order as well.
Section auto added in the purchase order line.
Goto pos setting and enable 'Enable Product Variants' feature. Upon enabling that, three options will appear. 1. Group by Attributes 2. Auto close popup after single variants select 3. Display Alternative products Select as per your requorement.
Here in pos screen you can see the product templates with the variants numbers.
Click on any perticular products, After that popup will appear. here in popup you can see the variants of that products.
In popup you can search the variants also.
After that process the orders.
Now enable 'Display Alternative Products'.
Now you have to define the alternative product in the particular products.
In pos, you can see the alternative products in the variants popups.
Now enable the 'Group by Attributes'.
In pos screen product variants popup, here you can see the product variants with attribute group by.
Order list filter by 'Paid'.
Order list filter by 'Posted'.
Order list filter by 'Invoiced'.
Order list filter by 'Return Orders'. It will show the only returned orders.
You Order list filter by 'Returned' and 'Paid'.
You Order list filter by 'Returned' and 'Posted'.
You Order list filter by 'Returned' and 'Invoiced'.
Goto pos setting and enable 'Enable Sale Order' feature. Upon enabling that, two options will appear. 1. Quotation 2. Sale Order . Select as per your requorement.
Make one order in pos and click on the 'Create Sale Order'.
After clicking on 'create sale order' button, this popup appear. Click 'Ok'.
After that it will create quotation in sales.
For creating a sale order, select 'Sale Order'.
Now make order in pos and click on the 'create sale order' button.
Now click on 'Ok'.
After that it will create sale order in sales.
Goto user setting and enabe 'POS Coupon Creation' and 'Allow Redeem Coupons'.
After that, goto pos config setting and enable 'Enable Coupon'.
Now goto config --> All Coupon. Here you can create your desired coupons.
Form view for coupon creation. Here you can define the coupons with details like coupon name, code, coupon values types(Fixed and Percentage), coupon value, start data, expire date,
In another tab 'General Info', here you can define the coupon is valid for the specific product or all products.
Now goto the pos screen and click on the action button 'Manage Coupon', after that you can see the wizard. Where you can define a coupon or select a coupon for the current orders.
After clcik on the 'Create Coupon', this wizard will display. Here you can create a coupons with it's different attributes.
After successfuly create coupon, it will display success message.
If you want to redeem coupon then, click on 'Redeem Coupon'.
After click on the redeem coupon, this wizard will appear. Here just add the your coupon code and click 'Validate'.
After validate the coupon code, display the success message.
After applied the coupon, the discount will applied on the current order.
Coupon details on the receipts.
Goto pos setting and enable display poduct suggetion.
First you have to define the suggetion products in the perticular products.
After that you can see the suggetion while you find the particular product.
Goto pos session setting and enable the 'Offline Create Customer'.
After that you can create customer, while your pos service is stop/offline.
Fill the customer details and click 'Save'.
After click on save, It will display warningn.
Customer created and you can use those customer into create an orders. It will sync when you online.
Make new order with customer, which you created in offline.(Make sure pos is still offline)
Payment screen in offline.
While your server is online it will sync customer and orders as well.
Also you can edit customer while your server is offline.
Make some changes in the customer and click to save.
After click on save it will raise a warningn. (It will sync changes while server is online)
Customer changes is sync while your server on again.
Goto pos setting and enable product weight and volume feature.
set weight and volume information in products.
Now you can see the products weight and volume information in the pos cart.
Products weight and volume information in the receipts as well.
Products weight and volume information in backend orderline.
Check right 'Allow to change UOM Feature' if you what to allow change uom for pos.
Go to pos setting and select default uom, check uom in receipt and display price in sec UoM.
Goto products and set appropriate secondary unit of measure.
In Pos screen, you can change unit of measeure.
It will change unit of measeure with price.
Unit of Measure details in receipt
Goto User --> Allow to Portal User.
In portal those user can see his pos orders
PoS Order Filter by Days and Months.
PoS Order group by users, session and status as well.
Goto theme setting --> enable product bundle option.
Now create product and enable 'Is Bundle' and add bundled products in 'Pack/Bundle Product' Tab.
Now click on those buttons so it will calculate your bundle cost prise and sell price.
Bundle product in pos.
After select bundle product it will raise this wizard here you can see all products which are included with this bundle and select qty.
Bundle product in pos receipt.
Goto user setting --> Enable all pos setting which are require for spacific users..
After Apply.
Goto theme setting ---> Enable Auto Lock and set auto lock apply after delay time.
POS Screen Locked
Goto theme setting ---> Enable bag charges and add bag product category.
Make your bag products ...
set pos category 'bag' and set available in pos.
Here in pos, 'Bag Charges' button visible.
After click on that button, this wizard will popout, here you have to select one or more bag products.
Bag charges applied, see this info on pos receipt.
Goto user setting and enable 'POS Cancel Features'.
Now got point of sale setting and enable 'Cancel and Reset Draf' option.
pos order 13 in invoice stage
Now click on 'cancel'.
After click cancel order set on draft stage but delivery order and invoice are not canceled.
Now got point of sale setting and enable 'Cancel and Delete' with 'Cancel Delivery Order' and 'Cancel Invoice'.
Here pos order 18 in invocie stage with delivery order.
Delivery order in 'Done' stage.
invoice in paid stage.
Now goto pos order and click cancel button.
After cancel that order will be deleted from the list.
Invoice will also removed.
Delivery order also removed.
you can cancel more than one order. Just select order list and click 'Cancel and Reset Draft'
After that all orders are set in new stage.
you can delete more than one order. Just select order list and click 'Cancel and Delete'
After that all order will be delete.
You can see the whole activity in pos order chatter option.
Goto pos setting and enable 'Enable Pos Counter'. and enable appropriate options.
You can see the counter in pos cart.
product counter details in pos receipts
Goto pos setting and enable 'Default Customer Feature' and set default customer.
Goto pos setting and enable 'Default Invoice'.
Goto user setting ---> Goto pos tab and enable direct logout and set default pos config.
Goto pos setting and enable pos shortcut keys and config them as per your requirement.
Goto pos setting and enable pricelist ---> Advance Pricelist, after that hare add your pricelist. Also set minimum value pricelist.
Here in pos cart you can set the pricelist among the product just click on highlighted icon.
After that this wizard will popout here you can select your appropriate pricelist.
Price applied for that product only.
Pos receipt.
Goto point of sale setting , enable pos logo for receipt and header. Set your logo here.
Logo in receipt.
Loyalty Programm Menu and Tree View.
Loyalty Program Form View. Where you can create a loyalty program with different rules and rewards features.
After click on 'Rules'. This wizard popout, where you can define the rules of loyalty points as per your requirements. Here in this image create rules for the particular product category. And click Save.
Here in this rules wizard, create rules for particular products, so just select rules type 'Product' and select those products in 'Product'.
Now go to point of sale shop setting and enable 'Enable Loyalty'. After that, you have to set 1 point amount and select a loyalty program.
See The Loyalty Point In POS Customer .
Now create a pos order for particular customer, you can see the loyalty points counter. Here 11 point is already earned and other 13 loyalty points are earned from the current order.
See Loyalty Point in Receipt.
See Updated In Points In Cusomer.
See Loyalty Point In Customer.Also set to Validity.
Select Customer See there Current and Past Points.
See Redeem Point in Payment Windows.
After Press The Button Wizred Is Open Select The Method Add Points How Many You Want to Redeem the Point.
Point Redeem by Method.
See Point and Point Amount In Receipt.
Also Set A Point Reward.
After Press Add Reward Wizard Is open Select the Which type of Reward You give To Customer.
Add Reward Type Discount and Discount Amount.
See The Button In POS Reward
After Pressing The button Wizard is Open Select Gift And Discount Option to Redeem the Reward. here Select The Gift.
Gift Product Automatically Add In Cart.
If You Select The Discount and Add Discount.
Discount Apply In Every Product Of Cart.
See the Discount in POS Receipt.
Goto pos setting and enable "Enable PoS Notes"
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After enable that feature you can see those button in pos screen. One for global notes and another for line
notes.
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After click on pen icon in order line, this wizard will popout, here you can add your line notes and also you
can save this notes for future reference.
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Line notes added into line.
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Now click on "Global Notes", and add your global notes here.
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In Payment screen, here also you can add global notes.
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On pos receipt you can see global notes as well.
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Just click on 'Note Screen' Button, here you can see your save notes in pos.
Goto pos setting and enable Order list. After enable that feture, there you can see many options. You can display order list by session wise, day wise. Easy to define the number of order in one page.
1. You can also define the update order based on the online and offline.
2. Enable option to ReOrder feature.
3. Enable option to RePrint feature.
4. Define the numeber of order display in one page
After enabling order list option you can see the order list butting in the pos screen.
Here you can see the order list with search bar wth date. Also you can see 2 buttons for the reprint and
reorder.
Also you can see the details of the order by clicking on it.
Goto pos setting and enable "Allow POS Signature" also enable appropriate options.
Goto pos screen and click on 'Signature'. After that this wizard will popout, here draw your signature, add name and
date and click Save.
Signature will display on pos receipt with name and date.
Goto pos setting and enable 'Product creation' feature.
See this animation to how create product from pos screen.
Goto pos setting and enable pos quick receipt.
See this animation for how to print quick receipt.
Enable Customer Order History in POS.
See Customer Order History By clicking icon in pos
See Customer Name In History of POS.
See Customer Name In POS by Order.
Goto pos setting and enable pos receipt exted feature. here you have several options like print barcode, QR code on receipt.
See this animation how to pos receipt extended work.
Goto pos setting and enable 'POS Remove Cart Items'. Here two different options for remove item one by one and another for empty cart.
See this animation image to how it works.
Goto pos setting and enable 'Rounding' features. also there are two different options one for normal rounding and another for Rounding to Fifty.
Normal rounding in pos cart.
In payment screen you can easy to enable or disable rounding.
Rounding details on receipt
Rounding to Fifty.
Rounding to Fifty on pos screen.
Rounding to Fifty on pos receipts.
Goto pos setting and enable pos switch view feature. there are several options to display product in list or grid view, with lots of products details as well.
How it looks on pos screen. also you can change product view list to grid.
Goto pos setting and enable Display Warehouse Stock. Here we have several options to display warehouse stock, location stock or set limit to stop selling after minimum stock qty accured
Here on pos screen stock details display on product image. Or click on stock icon on product.
After click on stock icon you can see the details.
Location wise Stock details.
Goto pos setting and enable Whatsapp Features.
Just Add customer mobile number in customer details.
Make order and create receipt, here you have two option to send on whatsapp. 1. Customise message and then send, 2.
Send direct (Without message customise).
After click on 'Send By Whatsapp', here you can edit your message.
After if you are not logged on whatsapp web so it display this wizard. (Just Scan this code with your whatsapp).
After that you will redirect to that customer chat screen.
Message Sent
See Tab In Barcode In Product Variant.Add Barcode in Whiteboard pen.
Add Mutliple Barcode In Corner Desk Right Sit.
Add Mutliple Barcode In Storage Box.
Scan 1 Barcode It will Automatically Add in Cart.
Scan 2 Barcode It will Automatically Update Qty in Cart.
Scan barcode It Will Add one Product In Cart.
Scan 2 barcode It Will update qty of Product In Cart.
Scan 3 barcode It Will update qty of Product In Cart.
Scan barcode It Will Add one Product In Cart.
Goto pos setting and enable own customer feature.
Now goto customer detail view and set 'Allocated Sales Person'.
That salesperson can see those customer only.
Goto pos setting and enable own products feature.
Now goto product detail view and set 'Allocated Sales Person'.
Now goto product detail view and set 'Allocated Sales Person'.
That salesperson can see those products only.
Goto pos setting and enable 'Product Search by Tags' feature.
Product Tag Menu and list view.
Product tags form view, just create tag and select appropriate products. Also set color for that tags.
Tags visible in kanban view.
Goto pos screen and search product using tags.
Goto general setting ---> Technical ---> Schedule Action ---> Auto Validate POS. Just set time for auto validate.
Log tracker.
Goto pos setting ---> enable product template feature
Custom product Template menu.
Product Template Form View.
Goto pos screen and click on 'Product Template' button.
Here you can see the list of product templates and select and add to pos cart.
See the option in Configuration.
Selected category show here or delete unwanted category.
This option enable this "Available in POS"for all product.
Select this option in setting.
Show Field in pos category.
Enable The Feature Customer Discount and Also Use Standard Dicount.
When Click The Discount Button One Wizred iS Open Add Discount Fix Or Percentage Wise By Press Confirm You Can Add Discount In Selected Line
Select Fix and Add amount Press Confirm.
Fix Discount Automatically Add In Line And Display Amount in Global Discount.
Discount Printed in Receipt Also.
Select "Allow Global Discount" In POS Shop Configuration.
Global Discount Button Visible In POS.
Discount Apply On Total Amount of Order. Select Fix and Add Amount.
Discount will Apply in every Product of Order Equally.
Discount will See In Receipt.
Enable Configuration POS Discount and Standard Line Discount.
POS Dicount Menu Is show in Configuration Of POS.
Add Name Code And Value Of Discount
See the Details In POS Tree View.
When Press On Discount button The Wizard Is Open After That Select a emplyee Discount Will Automatically Added
Select the Employee
Discount and Press the confirm
Discount Will Added In Selected Line
Discount Print In Receipr Also.
Enable "customer Discount icon In Cart"
See The Icon In cart.
Press Icon For open wizred
After That Select Discount.
Discount Will Added In Product
Discount Printed in Receipt
Enable Product Reference Code In POS Configuration.
Product Internale Reference See In POS.
Goto pos setting and enable Bag Quantity features.
In product set bag quantity.
In product set bag quantity.
See below animated image for Bag Quantity works.
Goto pos setting and enable Order Line Label Configuration. Here you have several options like delete label wise products.
See animatated image for how label works.
Goto Point of Sale ==> Shop config setting for configuration.
Add New Product In Cart.
Now scan the barcode for return - exchange.
In the POS 'Order History' you can see the details of return - exchange order.
Now we scan the barcode, so this return - exchange popup opens.
You can return the specific product quantity and also return the whole order.
You can exchange the specific product quantity and also exchange the whole order. We provide one more option in the exchange where you can exchange with the same products.
After return - exchange POS 'Order History' with the details of return - exchange order.
See The Return Product History With All Details.
When you scan the barcode then it does not display a product in the popup which is already returned.
Goto Point of Sale ==> Shop config setting. Enable 'Allow Return Order'.
After enabling that feature, you can see the return icon on the order list.
After clicking on the return icon, the 'Return Product' popup, Where you can enter the return qty of products or click on 'Complete Return' if you want to return the full order.
After click on 'Return' or 'Complete Return,' you will redirect to the payment screen. Also You Not Allow To Return More Then Buy Quantity.
If you cancel return then click on 'Cancel'
If You proceed next to Then click on 'Validate'.
In the backend order form view, you can see the return status, return order number, return product quantity, and 'Return' smart button.
Click on the 'Return smart button, It will display the return order list of that particular order.
Open return order, Here you can see the order reference number and 'Is Return Order' check true.
Now in PoS Order List, You can see the return status of that order and reference of that order.
Go to Order History and click on 'Return Order', Here you can see the list of whole return orders.
If you want to return products items more than available in order. Just Enable 'Allow Returns More Than Purchase Item'.
Click on the 'Return' icon and add the number of return items and proceed.
You can see the calculation in order receipts.
In the backend, you can see the return qty number in the product line.
If you want to print 'Return Order' on receipts, Just enable 'Print Information in Receipt'
Make return order and proceed it.
As you can see the details of return order on order receipts.
If you want to exchange product, Just enable this feature 'Allow Exchange Order'.
After enable 'Allow Exchange Order', Exchange icon visible in order history.
After click on 'Exchange' icon exchange products window popup, here you can add exchange quantity. If you want to exchange whole order than click on 'Complete Exchange'. If you want to exchange with same products just tick 'Exchange With Same Product'.
Now add exchange quantity and click on 'Exchange'.
After click on 'Exchange' it will redirect to shop page, Here you have to select other products against exchange product. And proceed normally.
In backend pos order form view, Here you can see the order details first thing first, if you exchange products means you have to return some products, so here it will create return order. Now click on 'Exchange' smart button, it will redirect you to exchange order.
Exchange Order list view.
Exchange Order form view, here you can see the 'Is Exchange Order' true, 'Return Order' reference number. In Product line you can see which product you exchange.
In PoS 'Order History' you can see the details of exchange order with 'Return Order Reference' number.
Click on 'Return Order', Here you can see the exchnage order history. In PoS 'Return Order' you can see the details of exchange order with 'Return Order Reference' number.
If you want to print 'Return Order' on receipts, Just enable 'Print Information in Receipt'
Make return order and proceed it.
As you can see the details of Exchange order on order receipts.
You can easily define non returnable product, Just tick right 'Non Returnable' in product.
If order product is non returnable, so it will display warning.
While you create a return order, Non returnable products will not displayed on return window.
Easy to define Non Exchangeable products, Just tick right 'Non Exchangeable' in Product.
Normally
the user has a logo or brand color, so the user can change primary
colors,
hover color, active menu color using primary color as per his brand
color.
Users can also change Secondary color, Secondary hover, Secondary active
colors.
Here you have another color option is gradients color. You can also set
gradient color for predefine theme 3 only.
Configuration for product variants popup.
See All Varient In varient Template.
Now press on the product template.
It shows relevant variants in the popup.
You can select & search product variants from the popup.
Product Varient Show In Receipt.
Enable Alternative Products In POS Configuration.
Now we set alternative products.Set Product in "acoustic Bloc Screens".
Set Alternate Product In Conference Chair.
When I select Confirence Chair It will Show me and Alternate Product In Wizred.
If I select acoustic Bloc Screens Then It Will Show Me A Releted Product
If You Select the Alternate Product Then It Will Automatically Added In Cart and Also Print In Receipt.
Enable The Configuration Group By Attribute In POS Setting.
It Will Show Alternate Product In Group By Formate.
You Can Select The Product And Press Add to Add In The Cart.
ALternative Product In Receipt.
You can easily change the color of Topbar(header) background color, hover color and active menu color.
You can customize your body with different options. There are two
options
for body background Image/Color. Also, you can change body font color
and
body font type with 8 different beautiful and clean font families
(Roboto,
Raleway, Poppins, Oxygen, Open Sans, Koho, Ubuntu).
Also, provide
google font family in this Backmate theme. So the user has a large range
of
body font type and set as your choice.
To Set google fonts on Just copy name of any google fonts. In theme setting goto 'Header Body Color' and select font family 'Googel Fonts'. After that on field is visible 'Google Font Family' here paste your font family name and click save. (* Refresh browser 2 3 times if not affect).
Select Standard And Advance Pricelist And Add Price List in shop Configuration.
See The Pricelist.
Add Secound Pricelist
See Pricelist Symbol in POS Order Line.
When Press On Pricelist Symbol Wizard is open.
Selected Priclist Add in order line.
price list Added in receipt.
Goto pos config setting ---> Click on merge pos Categories.
After open 'Merge PoS Category' menu one popup will open and select 'Create all remaining categories on PoS' then you can see the remaining categories list in 'Select categories merge with PoS' and then you can add or remove categories from the list and click 'Apply' so all selected categories added in PoS Category.
If you select 'Linked all products with corresponding PoS category' then one checkbox 'Default check Available in PoS option in product' will be visible, this checkbox used to check option 'Available in PoS' in product, and click 'Apply' then all products category and PoS category will be linked.
Goto POS config setting there is a two different option for merge internal category with POS category as like. 1)Sync new product category with POS Category 2)Auto Sync New Product With POS Category
You can disable sync option for particular category after unchecking 'Sync with POS Category' option. 'Sync With POS Category' this option only visible after enabling this 'Sync new product category with POS Category' option in POS config Setting.
Go to user settings => Tick Allow to Generate Z-Report.
Go to POS settings => Tick Allow to Print Z-Report.
Select the format in which you want to print report.
Z-Report button will be available on POS screen. Click on that button to print report in selected format.
Z-Report for current session will look like below image.
If you want to print the report category wise then go to pos setting and Tick "Display Category wise detail".
Category wise Z-Report looks like below.
If you want to print the report product wise then go to pos setting and Tick "Display Product wise detail".
Product wise Z-Report looks like below.
If you want to print the report customer wise then go to pos setting and Tick "Display Customer wise detail".
Customer wise Z-Report looks like below.
If you want to print the payment details of session then go to pos setting and Tick "Display Payment detail".
The Z-Report with Payment detail looks like below.
Now select the report method to receipt.
As Shown in image the report is printed in receipt format.
All details selected in Configuration are printed in receipt.
Now change the format to "Both".
Now when the user click on Z-Report one wizard will open with 2 format options. Select "Generate PDF" option
The report will be printed in PDF format.
All the details selected in configuration will be printed in pdf.
Now select "Generate Receipt".
The report will be printed in receipt format.
All the details selected in configuration will be printed in receipt.
Go to POS setting and Tick Allow Posted Session Report. This will allow you to Generate and print Z-Report for posted sessions.
"Posted session Z-Report" button will be available on POS screen.
On clicking the button wizard will open. Select posted session of the current user.
Z-Report for selected session will be printed in pdf format.
Go to POS setting and change the format to reciept.
Z-Report for selected session will be printed in receipt format.
You can also find the Z-Report under Reporting menu of POS.
You can select multiple session and the details want in Z-Report.
The Z-Report looks like below.
Z-Report for both sessions will be printed.
The selected details will be printed in Z-Report.
Enable "POS Day Wise Report".
Go to "Day Wise POS Report".
Set the date range for the PDF/Excel Report and fill the details. Press "View".
POS products day wise report for the given date range.
Set the date range for the PDF/Excel Report and fill the details. Press "Report".
POS products day wise report for the given date range in PDF Report.
Set the date range for the PDF/Excel Report and fill the details. Press "Print XLS".
POS products day wise report with for the given date range in the excel report.
Go to user setting >> Enable the "Show User Field In POS Payment Report" and "POS Payment Report".
Go to "POS Payment Report".
After that "POS Payment Report" wizard will be apear.
Here, You can select any of the "POS Payments Includ" options. This will allow you to choose between payments with an invoice, without an invoice, or both.
Select the status of order.
If you want to see the the selected POS Payment report list then click on the "VIEW" button.
Here, you can see the list view of the POS Payment report.
For printing the PDF, Click on the "PRINT" button.
PDF File.
PDF File.
PDF File.
If you want to print the report in XLS file formate then, click on the "PRINT IN XLS" button.
XLS File.
XLS File.
Go to user setting >> Enable the "POS Report By User".
Go to "POS Report By POS User".
After that "POS Report By POS User" wizard will apear. Fill-up details.
If you want to see the the selected POS report by POS user list then click on the "VIEW" button.
Here, you can see the list view of the POS report by POS user.
For printing the PDF, Click on the "PRINT" button.
PDF File.
If you want to print the report in XLS file formate then, click on the "PRINT IN XLS" button.
XLS File.
Go to user setting >> Enable the "POS Top Product Report".
Go to "Update Top POS Product".
After that "Top POS Product" wizard will apear.
Click on the "Filter" button.
Here, you can see a list of top POS products only.
Select the report type= "Basic".
Click on the "PRINT REPORT" button.
PDF File.
Select the report type= "Compare".
Click on the "PRINT REPORT" button.
PDF File.
Select the report type= "Basic".
Click on the "PRINT XLS" button.
After that one wizard will apear.
Click on the "Top POS Product Xlsx".
XLS File.
Select the report type= "Compare".
Click on the "PRINT XLS" button.
XLS File.
Go to user setting >> Enable the "POS Top Customer Report".
Go to "Top Customer".
After that "Top Customer" wizard will apoear.
Select the report type=Basic".
For viewing the Top customer list. Click on the "VIEW" button.
Here, you can see the list view of Top POS Customer.
Select the report type= "Basic".
Click on the "PRINT" button.
PDF File.
Select the report type=Basic".
Click on the "PRINT XLS" button.
XLS File.
Select the report type= "Compare".
Click on the "PRINT" button.
PDF File.
Select the report type= "Compare".
Click on the "PRINT XLS" button.
XLS File.
Go to user setting >> Enable the "POS Product Profitability Report".
Go to "POS Profitability Report".
Here, you can see the POS Profitability Report.
Go to user setting >> Enable the "POS Sector Report".
Go to "Sectors".
Here, You can see the sector form view.
Sector list view.
Go to "Sectors Wise Weekly Report".
After that "Sectors Wise Weekly Report" wizard will apear.
Click on the "Print Report" button.
Report File.
Go to user setting >> Enable the "POS Product Profit Report".
Go to "Point Of Sale Product Profit".
After that "Point Of Sale Product Profit" wizard will apear.
Click on the "VIEW" button.
Here, you can see the list view of the point of sale product profit.
Select Report Print By = "Customers".
Click on the "PRINT" button.
PDF File.
Select Report Print By = "Both".
Click on the "PRINT IN XLS" button.
PDF File.
Go to user setting >> Enable the "POS Customer Analysis Report".
Go to "Customer Point Of Sale Analysis".
After that "Customer Point Of Sale Analysis" wizard will apear.
Select Status = "All".
Click on the "VIEW" button.
Here, you can see the list view of the customers sales analysis.
Select Report Print By = "POS Order".
Click on the "PRINT" button.
PDF File.
Select Report Print By = "Product".
Click on the "PRINT IN XLS" button.
XLS File.
Go to user setting >> Enable the "POS Product Category Report".
Go to "Point Of Sale By Product Category".
After that "Point Of Sale By Product Category" wizard will apear.
Click on the "VIEW" button.
Here, you can see the list view of the point of sale category.
For printing Point Of Sale By Product Category report, Click on the "PRINT" button.
PDF File.
For printing Point Of Sale By Product Category report in XLS formate, Click on the "PRINT IN XLS" button.
XLS File.
Go to user setting >> Enable the "POS Invoice Summary".
Go to "Point Of Sale Invoice Summary".
After that "Point Of Sale Invoice Summary" wizard will apear.
Click on the "VIEW" button.
Here, you can see the list view of the Point Of Sale Invoice Summary.
For printing Point Of Sale Invoice Summary report, Click on the "PRINT" button.
PDF File.
For printing Point Of Sale Invoice Summary report in XLS formate, Click on the "PRINT IN XLS" button.
XLS File.
Go to user setting >> Enable the "POS Product Indent Report".
Go to "Point Of Sale Product Indent".
After that "Point Of Sale Product Indent" wizard will apear.
Select Status = "All".
Click on the "VIEW" button.
Here, you can see the list view of the Point Of Sale Product Indent.
For printing Point Of Sale Product Indent report, Click on the "PRINT" button.
PDF file.
For printing Point Of Sale Product Indent report in XLS formate, Click on the "PRINT IN XLS" button.
XLS File.
Version 15.0.38 | Released on : 18th July 2023
- New Added POS Advance Cache For Product & Customer.
Version 15.0.37 | Released on : 19th June 2023
- FIXED Minor Bug Fixed.
Version 15.0.36 | Released on : 8thJune 2023
- New Assign Current User As Default Salesperson In Product When Creation From POS Added.
- New Product Creation Access Rights Added.
Version 15.0.35 | Released on : 15th May 2023
-
NEW
POS Z-Report Added.
NEW POS Day Wise Product Sales Report Added.
NEW POS Payment Report Added.
NEW POS Report By POS User Added.
NEW POS Top Product Report Added.
NEW POS Top Customers Report Added.
NEW POS Product Profitability Report Added.
NEW POS Sector Report Added.
NEW POS Product Profit Report Added.
NEW POS Customer Sales Analysis Report Added.
NEW POS By Product Category Report Added.
NEW POS Invoice Summary Report Added.
NEW POS Product Indent Report Added.
Version 15.0.34 | Released on : 6thApril 2023
- New Cart Counter In Mobile View Added.
Version 15.0.33 | Released on : 25thJanuary 2023
- FIX Minor Bug Fixed.
Version 15.0.32 | Released on : 15th October 2022
- FIX Minor Bug Fixed.
Version 15.0.31 | Released on : 5th October 2022
- FIX Minor Bug Fixed.
Version 15.0.30 | Released on : 15thSeptember 2022
- FIX Minor Bug Fixed.
Version 15.0.29 | Released on : 10th August 2022
- Update Multi Barcode At Product Creation Time.
Version 15.0.28 | Released on : 9th July 2022
- NEW Customer Maximum Discount
Version 15.0.27 | Released on : 10th June 2022
- FIX Minor Bug Fixed.
Version 15.0.26 | Released on : 08th June 2022
- FIX Minor Bug Fixed.
Version 15.0.25 | Released on : 26th May 2022
- NEW Category Slider
Version 15.0.24 | Released on : 13th May 2022
- NEW Partial Payment
Version 15.0.23 | Released on : 25 April 2022
- FIX Small Bug Fix.
Version 15.0.22 | Released on : 19th April 2022
- NEW Real time Quantity update.
Version 15.0.21 | Released on : 6th April 2022
-
NEW
Disable Create/Delete buttons in order of POS.
NEW Disable "Remove" Button in pos.
NEW Disable "remove" button from order-line.
Version 15.0.20 | Released on : 22 March 2022
- NEW Add Multi-Languages in POS.
Version 15.0.19 | Released on : 17 March 2022
- NEW Add Min Max product Price in POS.
Version 15.0.18 | Released on : 12 March 2022
- NEW Create Purchase Order from POS.
Version 15.0.17 | Released on : 11 March 2022
- FIX Small Bug Fix.
Version 15.0.16 | Released on : 9 March 2022
- FIX Small Bug Fix.
Version 15.0.15 | Released on : 8 March 2022
- FIX Small Bug Fix.
Version 15.0.14 | Released on : 7 March 2022
- Update Add shortcut for Create Sale Order button and Create Purchase Order Button.
Version 15.0.13 | Released on : 4 March 2022
- FIX Small Bug Fix.
Version 15.0.12 | Released on : 1 March 2022
- NEW Product Variant Feature Added.
Version 15.0.11 | Released on : 9 February 2022
- NEW Order List Filter Added.
Version 15.0.10 | Released on : 5 February 2022
- NEW Create Sale Order From POS
Version 15.0.9 | Released on : 22 January 2022
- Update Add configuration for coupon feature enable/disable.
- New Add Configuration for Display Suggestion Product
- New Add Main Configuration for Change UOM
- New Add Configuration for Coupon Creation.
Version 15.0.8 | Released on : 10 January 2022
- Warning Compatible with standard odoo module (pos_coupon)
- Fix Spanish Translation Issue Fixed
Version 15.0.7 | Released on : 30 December 2021
- Fix Small Bug Fix
Version 15.0.6 | Released on : 25 December 2021
- Fix Small Bug Fix
Version 15.0.5 | Released on : 22 December 2021
- New Customer Creation Offline
- New Enable/Disable Coupon Creation
Version 15.0.4 | Released on : 18 December 2021
- Fix Small Bug Fix
Version 15.0.3 | Released on : 13 December 2021
- Fix Small Bug Fix
Version 15.0.2 | Released on : 2 December 2021
- New Weight Info
- New Secondary UOM
Version 15.0.1 | Released on : 28 October 2021
- Initial Release.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 90 days.
Multi-Languages
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Any abuse of this reporting system will be penalizedExellent service and support
Re: Exellent service and support
Thank you so much for your positive review! Your kind words motivate us to continue delivering excellent service. We appreciate your support and look forward to serving you again.
Excellent prompt support!
Re: Excellent prompt support!
Hello There,
Thank you for the valuable feedback you recently provided us. We appreciate the time and effort you took to share your thoughts with us.
Does it support sh_pos_all_in_one_retail?
Following up on Version 16 Release
How is the migration coming along. I was told that by mid December we will know the release date.
what is the status?
Thank you,
Nelson
Re: Following up on Version 16 Release
Hello Wendy,
I hope you are doing well!
Sorry for the delay! Migration of the sh_pos_all_in_one_retail module in v16 is done. You can buy that module from the below link.
Here is the link: https://apps.odoo.com/apps/modules/16.0/sh_pos_all_in_one_retail/
Thank you!
Team Softhealer
when the v16 will be available ? there's suggested time?
Re: when the v16 will be available ? there's suggested time?
Hello There,
I hope you are doing well!
Sorry for the delay. The migration process of the sh_pos_all_in_one_retail in v16 is ongoing we will notify you at the mid of December when we launch the first phase of this module.
share your email id so we will notify you once it will be available in v16.
Thank you!
Team softhealer
update
If new updates are available in the future, will I benefit from them for free? or paid
Re: update
Yes future updates of same version will be free
Odoo 16 Version
Hi,
We are looking to get v16 of this module. can you please send me a link to get that version?
Re: Odoo 16 Version
Hi,
It will take time to be an available app in odoo v16. Pls, share your email id so we will notify you once it will be available in v16.
Thank you.
Hello Team,
I would like to ask you about something in grid view in pos there's no item name it's not showen is there any configuration to show it.
Thank you
Re:
https://drive.google.com/file/d/1IC2DEFXbs7Izlh6ngPr1lpXW85OZOHUQ/view?usp=sharing
In this configuration you can set which detail you want to show in product grid view .
Hello Team,
Thank you for your quick reply, now I'm in need for call center module that working with pos with my search i found this module
https://apps.odoo.com/apps/modules/15.0/pos_call_center/
do you have any such any module like this module and if you have't is this module will work with your module or not??
Thank you
Re:
Please contact our sales team sales@softhealer.com
I would love to use this module for our POS. But would you be able to include validation whenever they use the Discount, Price and void lines override function? I don't want to disable it but instead ask for a supervisor PIN when they use those functions. Is it possible?
Re: I would love to use this module for our POS. But would you be able to include validation whenever they use the Discount, Price and void lines override function? I don't want to disable it but instead ask for a supervisor PIN when they use those functions. Is it possible?
Hi,
Sure, Pls contact our sales team for that sales@softhealer.com
Thank you.
i need demo
please i need a demo for app
Re: i need demo
Sure, Can you please contact our support team at support@softhealer.com ?
Hello
I want to know if I can use this module for restaurant or if you have a complete module for restaurant let me check
Re:
Hi,
This module currently not works for restaurant. We will launch separate module for restaurant.
Thank you.
Hello,
I have a main question:
Is this license fee is life time license or there will be a yearly fee to pay.
I ask you because we are using another pos system from: https://apps.odoo.com/apps/support/SO2021/1292198/pos_retail_standard/78777
since two years and when we bought it it was a one time payment, now the guy put there that they are going to charge 150 USD per year!
And we do not find it honest to change the law for existing licenses.
I am asking this from you to have clarification before buying to see what is waiting for us.
Thank you
Re:
Hi,
This will be life time fee for a version. It will be same for future also. We are running with more than 1k odoo products and we never changed license like that. So don't worry!
Thank you.
I am interested for v12 of odoo community
¿Tiene una fecha de entrega para v12?
Re: I am interested for v12 of odoo community
Hello,
Sorry! We don't have at this moment for v12.
Thank you.
Point of Sale Retail Shop
Hello,
I want to ask about specific points.
1- about WhatsApp integration , are there required other subscriptions needed (paid tools) to use whatsapp integration ?
2- can i transfer order from session to another ?
3- Arabic Language is supported , for RTL and able to translated?
Thank you
Re:
Hello,
1- about WhatsApp integration , are there required other subscriptions needed (paid tools) to use whatsapp integration ?
=> No other subscriptions needed.
2- can i transfer order from session to another ?
=> Currently this feature is not available in our module.
3- Arabic Language is supported , for RTL and able to translated?
=> Yes RTL supported.
Thank you
is access right based on employe available on this package ?
Re:
Hello,
No. Access right is based on user not based on employee.