POS Customer Validation - Mandatory Customer & Contact Info
by Code Experts IT Solutions https://www.code-experts.co$ 10.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 104 |
| Technical Name |
codex_pos_customer_required |
| License | LGPL-3 |
| Website | https://www.code-experts.co |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 104 |
| Technical Name |
codex_pos_customer_required |
| License | LGPL-3 |
| Website | https://www.code-experts.co |
POS Customer Required
Enforce Customer Information Before POS Order Validation
Key Features
Require Customer Selection
Configure POS to make customer selection mandatory before order validation. Prevent anonymous orders and ensure proper customer tracking.
Require Phone Number
Enforce phone number entry when creating or editing customers from POS. Ensure complete contact information for follow-ups and communication.
Require Email Address
Make email mandatory during customer creation or editing from POS. Build a complete customer database for marketing and communications.
Simple Configuration
Enable or disable each validation with simple checkboxes in POS Configuration. Flexible settings per POS location.
Clear User Notifications
Display helpful popup messages when required information is missing, guiding cashiers to complete customer data correctly.
How It Works
This module extends Odoo POS to enforce customer information collection. Configure which fields are mandatory (customer, phone, email) in POS settings, and the system will validate this data before allowing order completion.
Step 1: Configure POS Settings
Navigate to Point of Sale to Configuration to Point of Sale and enable the required validation options.
Step 2: Customer Required Validation
When trying to validate an order without selecting a customer, the system displays a popup asking the cashier to select a customer first.
Step 2: Customer List
After clicking 'OK' it navigate to the customer list automatically without manually selecting the customer selection option.
Step 3: Phone Number Validation
When creating or editing a customer, if phone number is required and not provided, the system prevents saving and displays an error message.
Step 4: Email Validation
Similarly, when email is required in the configuration, the system validates that an email address is provided before allowing customer creation or update.
Step 5: Complete Customer Information
With all required fields completed, the customer can be saved successfully and the order can proceed to payment.
Why Choose POS Customer Required?
Improve Data Quality
Ensure complete and accurate customer information in your database for better CRM, marketing campaigns, and customer follow-ups.
Regulatory Compliance
Meet industry regulations that require customer identification and contact information for transactions.
Better Customer Tracking
Track purchase history, preferences, and behavior patterns when every transaction is linked to a customer record.
Quick Setup
Enable with just a few clicks in POS configuration. No complex setup or training required.
Flexible Configuration
Choose which fields are mandatory based on your business needs. Different settings per POS location.
User-Friendly
Clear error messages guide cashiers to provide the required information without confusion.
Perfect For
Retail Stores
Build customer loyalty programs with complete contact data
Restaurants
Collect customer info for delivery and reservations
Healthcare
Maintain accurate patient records and contact info
Educational Institutions
Track student purchases and maintain contact details
Travel & Tourism
Ensure complete booking information for every transaction
Auto Services
Keep customer vehicle and contact records updated
Frequently Asked Questions
Can I enable only customer requirement without phone and email?
Yes! Each validation (customer, phone, email) can be enabled or disabled independently in the POS configuration settings.
Can I have different settings for different POS locations?
Absolutely! The configuration is per POS, so you can have different requirements for each point of sale location.
What happens if the cashier tries to validate without required information?
A clear popup message will appear informing the cashier of the missing information and offering to open the customer selection or creation form.
Does this module work with existing customers?
Yes! The module works seamlessly with existing customer records. It only validates new or edited customer information from the POS interface.
Easy Installation
Install the module from Odoo Apps, activate it, and configure the required fields in your POS settings. Start collecting complete customer information immediately!
No Configuration Files Required
Works Out of the Box
Simple UI Configuration
Need Support?
Our dedicated support team is here to help you with installation, configuration, and any questions you may have about the POS Customer Validation - Mandatory Customer & Contact Info.
| hello@code-experts.co |
+973 1722 4488
|
WhatsApp: +973 1722 4488
|
www.code-experts.co
|
© 2025 Code Experts IT Solutions. All Rights Reserved.
Please log in to comment on this module