Create Purchase Order from POS in Odoo | Automated PO System
by Reliution https://www.reliution.com/$ 60.10
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Purchase (purchase) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 416 |
| Technical Name |
rcs_pos_create_purchase_order |
| License | AGPL-3 |
| Website | https://www.reliution.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Purchase (purchase) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 416 |
| Technical Name |
rcs_pos_create_purchase_order |
| License | AGPL-3 |
| Website | https://www.reliution.com/ |
Create Purchase Order from POS in Odoo | Automated PO System
Tired of switching between your Point of Sale and Purchase modules just to restock a low-inventory item?
The Create Purchase Order from POS module revolutionizes your
inventory management by bridging this
critical gap. Traditionally, if a cashier or shop manager notices a product is out of stock, they must
exit the POS, navigate to the backend, and manually create a purchase order - a slow and inefficient
process.
This app introduces a powerful Create PO button directly into your Odoo Point of Sale interface. Now,
your team can generate a purchase order instantly without ever leaving the POS screen. This seamless
integration provides a powerful purchase order automation tool,
making your replenishment process
efficient, error-free, and immediate. It's the essential purchase order system
for any retail or service
business looking to optimize its stock management directly from the sales floor.
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Hot Features
Instant PO Creation
Generate purchase orders with a single click from the POS interface.
Smart Vendor Selection
Automatically selects the product's primary vendor and allows for flexible choices.
Streamlined Workflow
Eliminate the need to switch between the POS and Purchase modules, saving valuable time.
Shop-Specific Activation
Enable the purchase order feature on a per-shop basis, giving you full control over your different points of sale.
Customizable PO Status
Pre-configure the default state of the newly created PO, such as RFQ, Sent, or To Approve.
Improved Inventory Management
Empower your frontline staff to take immediate action on low-stock items, ensuring you never miss a sale.
Detailed Features
Add a 'Create PO' button directly to your POS interface. When an item is low on stock, your staff can instantly generate a purchase order without ever leaving the sales screen, turning your POS into a proactive procurement tool.
Streamline purchasing with smart vendor logic. The system automatically selects the primary vendor assigned to a product but allows users to pick another from a list. If no vendor is pre-assigned, your team can choose from a complete list of all vendors in Odoo.
Maintain full control by activating this feature only where it's needed. The PO creation button can be enabled or disabled for each of your Point of Sale shops individually through a simple checkbox in the settings.
Automate your workflow by pre-setting the default status for all purchase orders made from the POS. Choose whether new POs are generated as a 'Request for Quotation' (RFQ) or another state to ensure they fit perfectly into your procurement process.
Set Up
Install the app from the Odoo App Store.
Navigate to Point of Sale >> Settings.
From the top bar, select the specific POS shop you wish to configure (e.g., Furniture Shop).
Scroll down to Purchase Order seciton
Check the box labeled Enable Purchase Order Creation from POS.
Once enabled, select the desired default state from the PO State dropdown menu (e.g., RFQ).
Click Save. The "Create PO" functionality is now active for that specific shop.
Work Flow
Open the POS: Start a new session in your configured Point of Sale shop.
Identify Stock Need: While processing a sale or checking inventory, the POS user identifies a product that is out of stock or running low.
Initiate Purchase Order: The user selects the product within the POS interface and then clicks the "Create PO" button.
Select a Vendor: A pop-up window appears for vendor selection.
- If the product has pre-configured vendors, the vendor with the highest priority (first in the
list) is automatically selected. Other assigned vendors are also visible for selection.
- If the product has no assigned vendors, a full list of your company's vendors will be displayed
to choose from.
Confirm and Create: After confirming the vendor, the system automatically creates a Purchase Order in the Odoo backend. The PO is set to the default status you configured in the settings (e.g., "RFQ"), ready for the purchasing team to process. The POS user can immediately return to their sales tasks.
Industry-Specific Use Cases
For fast-moving products like phones or accessories. Cashiers can instantly trigger a reorder for popular items that sell out, ensuring stock is always available.
When a customer orders a custom or non-stocked furniture piece, the sales associate can create a purchase order on the spot to procure it from the supplier.
A barista notices they are running low on a specific coffee blend. They can create a PO directly from the counter, preventing stockouts of key ingredients.
With thousands of items, floor staff can immediately flag a low-stock screw, tool, or part for reordering without having to go to a back office.
A pharmacist can quickly create a purchase order for medications that are running low, ensuring critical prescriptions are always available for patients.
Frequently Asked Questions (FAQs)
Yes. The feature is configured on a per-shop basis. You can enable it for your "Furniture Shop" while keeping it disabled for your "Restaurant".
The system is designed to be smart. It automatically selects the first vendor listed on the product form. However, you can also choose any other vendor assigned to that product or, if none are assigned, select from your entire vendor list.
Absolutely. The settings allow you to choose the initial state, such as RFQ, RFQ Sent, or To Approve, to fit your company's procurement process.
A Purchase Order is automatically created in the Odoo backend. No further action is needed in the POS. Your purchasing team can then manage the PO from the Purchase module.
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