Key Features

• PIN Confirmation for Sensitive Actions – Any restricted operation will prompt for an authorized employee PIN before proceeding.
• Granular Access Control – Protects key POS features such as discounts, refunds, product creation, pricelist changes, payment method restrictions, and cash movements, limits POS draft order count.
• Seamless Integration – Works natively with Odoo POS without needing any custom coding.
• Highly Configurable – Enable or disable PIN prompts for each operation individually based on your business needs.

Supported Restricted Operations

Once enabled, the addon enforces PIN validation for any of the following actions:

• POS Order Restrictions

  1. Restrict Quantity Changes – Restrict the ability to modify quantities to POS Manager users only.
  2. Restrict Price Changes – Restrict the ability to modify prices to POS Manager users only.
  3. Restrict Discounts – Restrict the ability to apply discounts to POS Manager users only.
  4. Restrict Pricelist Selection – Restrict the ability to change pricelists to POS Manager users only.
  5. Restrict Deleting Order Lines – Restrict the ability to delete POS order lines to POS Manager users only.
  6. Restrict Cancelling Orders – Restrict the ability to cancel POS orders to POS Manager users only.
  7. Restrict Editing Paid Orders – Restrict the ability to edit paid POS orders to POS Manager users only.

• Product Restrictions

  1. Restrict Product Creation/Editing – Restrict the ability to create or edit products to POS Manager users only.
  2. Restrict Product Info Screen – Restrict access to the product info screen to POS Manager users only.

• Invoice & Refund Restrictions

  1. Restrict Refunds – Restrict the ability to process refunds to POS Manager users only.
  2. Restrict Invoicing – Restrict the ability to generate invoices from POS orders to POS Manager users only.

• Printing Restrictions

  1. Restrict Printing Invoices – Restrict the ability to print invoices to POS Manager users only.
  2. Restrict Printing Paid Orders – Restrict the ability to print paid POS orders to POS Manager users only.
  3. Restrict Margins & Costs – Restrict margins & costs on product information for users linked to group 'Show margin cost POS'.

• Other Restrictions

  1. Restrict Cash Movements – Restrict the ability to make manual cash movements to POS Manager users only.
  2. Restrict Order/Quotation – Restrict the ability to access the Order/Quotation to POS Manager users only.
  3. Restrict E-Wallet & Code Entry – Restrict the ability to access the e-wallet and enter codes to POS Manager users only.
  4. Restrict Barcode – Restrict the ability to access the Barcode to POS Manager users only.

• Others

  1. Activate Barcode by Default – Activate Barcode by default if the user has access to barcode or no restriction applied. This ensures faster checkout by encouraging barcode scanning instead of manual product selection.

• Enforce Payment Method to Specific Customer

  1. Restrict Payment Methods – Enable this option to restrict certain payment methods to specific customers. For example, only selected customers will be allowed to use the 'On Credit' payment method in the POS. This helps enforce credit policies and prevent unauthorized credit sales.

• Draft Orders

  1. Activate Restrict Draft Orders – If enabled, the POS will enforce a limit on the number of draft orders.
  2. Maximum Draft Orders – Set the maximum number of draft orders allowed in the POS. Only users assigned to group 'POS Manager - Bypass Floating Orders Limit' that has related employee are allowed to bypass this limit!

Scenario Examples

Imagine a busy retail environment with thousands of products and multiple employees operating the POS:

1. Unauthorized Discount Prevention – A cashier tries to apply a 50% discount without authorization — the system immediately prompts for a manager's PIN.
2. Refund & Invoice Security – Another tries to print a customer invoice or issue a refund for a fraudulent action, PIN authentication is required.
3. Paid Order Protection – A staff member attempts to edit a paid order or modify a product — access denied unless approved by a manager.
4. Enforcing Barcode Scanning – A Cashier when openning the POS will have the barcode activated by default and if tries to select product and search for it on the POS screen (which takes time & can lead to selecting wrong product), activating barcode by default and restricting barcode + restricting quantity shall enforce the team to scan the products only without allowing product's selection and quantity input.
5. Draft Order Management – Cashiers are still new to the system and sometimes could create draft orders by mistake (by clicking the float order button), this is leading to draft orders left empty and cancelled eventually. Setting a maximum draft order limit prevents system clutter.

   Whenever a cashier attempts to create a new order, the system will verify the defined.

   Maximum Draft Orders value against the current number of existing draft orders. If the limit is exceeded, an authentication wizard will be triggered to validate whether the user is authorized to bypass this restriction.

6. Payment Method Control – A customer without credit approval attempts to use 'On Credit' payment method — the system blocks the transaction as this payment method is restricted to pre-approved customers only.

   Below is an example where Customer Francklin isn’t allowed for credit, so Credit payment methods is greyed out.

   

   Below is an example where Customer Queen Maria isn allowed for credit, so Credit payment methods accessible to be selected.

   
7. Pricelist Change Protection – An employee tries to switch to a wholesale pricelist for a retail customer — manager PIN is required to prevent revenue loss.

This addon ensures every critical action requires approval, ensuring policies are consistently enforced.

How it Works

1. Enable the restriction options you want to control (e.g., discounts, refunds, printing invoices, pricelist selection, payment methods).
2. When a user tries to perform any of these actions, a PIN entry screen will appear with all users' related employees who are assigned to group ("Point of Sale / Administrator").
3. The authorized employee enters their PIN to approve the action.
4. The operation proceeds only after successful authentication.

Configuration

1. Navigate to Point of Sale > Configuration > Settings.
2. Locate the Manager Access Restrictions section.
3. Enable the specific restrictions you want to enforce.
4. For Draft Orders: Set the maximum number allowed and add the users who can bypass the limit to group “POS Manager - Bypass Floating Orders Limit”.
5. For Payment Methods: Configure which customers can use specific payment methods.
6. Save your settings.

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