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  1. APPS
  2. Point Of Sale
  3. POS Notes, Allergens & Audit Trail v 19.0
  4. Sales Conditions FAQ

POS Notes, Allergens & Audit Trail

by Cerevantix Technologies https://cerevantix.com
Odoo

$ 29.01

In-App Purchases
v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 18.0 19.0
You bought this module and need support? Click here!
Versions 18.0 19.0
  • Description
  • Manifest
  • License
CEREVANTIX TECHNOLOGIES

Every POS note, guaranteed to survive checkout

Reliable line, order, and session notes with structured allergen tags, acknowledgment-gated allergy alerts, and a full staff audit trail — built for restaurants and retail counters alike.

THE PROBLEM

Cashiers and kitchen staff need to attach "no onions," allergy warnings, and gift instructions to an order in seconds — but Odoo's native note tools are thin, and a well-known defect in the restaurant flavor sometimes drops notes before they ever reach the database. Buyers end up stitching together three or four single-purpose note apps and still get no allergy structure, no speed layer, and no proof the note was ever saved.

THE SOLUTION

One module unifies line, order, session, and receipt notes on top of a persistence guarantee: every note synced from the till is re-materialized into a staff-attributed audit record, so it can never silently vanish. Predefined chips, keyboard shortcuts, structured dietary/allergen tags, and acknowledgment-gated allergy alerts turn note-taking into a fast, safe, auditable workflow.

CAPABILITIES

Everything the fragmented note apps leave out

Every capability below is implemented in the module.

01

Structured Dietary & Allergen Tags

Build a reusable library of note categories — vegan, gluten-free, nut allergy, shellfish — and flag which ones represent a real dietary risk, instead of relying on typed free text.

02

Predefined Notes, Enriched

Every quick-select note carries a type (line/order), audience, category, keyboard shortcut, and an optional list of relevant products, so only applicable chips ever show up at the till.

03

Acknowledgment-Gated Allergy Alerts

Adding an allergen-tagged product automatically raises a warning listing every risk category on the order — the cashier must acknowledge it before the sale continues.

04

Guaranteed Note Persistence

Every order sync re-materializes its line and order notes into a permanent audit record, directly closing the native persistence defect that leaves competitors' notes unreliable.

05

Staff Attribution & Timestamps

Every audit record captures who wrote the note and when, giving managers a real accountability trail for multi-staff operations and food-safety documentation.

06

Internal vs. Customer-Facing Notes

Mark every note internal or customer-facing so staff instructions stay off the receipt while greetings, gift instructions, and thank-yous print deterministically.

07

Note Usage Analytics

Pivot and graph views on the audit trail surface the most-used notes, dietary tags, and allergy patterns across sessions — insight no single-purpose competitor offers.

08

CRM Customer Note in POS

The customer's own preference note is editable right from the cashier screen and syncs back to their contact record, so allergies and preferences follow them across visits.

09

Per-POS Toggles & Role Visibility

Enable or disable categories, allergy alerts, and shortcuts per point of sale, and restrict sensitive note visibility to selected staff roles.

WORKFLOW

How it works

1

Tag & Build the Library

Create dietary/allergen categories, tag the products that carry them, and build a library of predefined notes with shortcuts.

2

Capture at Checkout

Cashiers tap a predefined chip or hit a shortcut to attach a line, order, or customer-facing note in a single beat.

3

Alert & Acknowledge

Allergen-tagged products trigger an automatic warning that the cashier must acknowledge before the sale proceeds.

4

Review, Print & Analyze

Every note lands in the order's audit trail, customer-facing messages print on the receipt, and managers review usage in pivot/graph analytics.

SCREENSHOTS

See it in action

From note categories to allergy-flagged orders, every screen is configured with real demo data.

NOTE CATEGORIES & PREDEFINED NOTES
POS note category list with allergen flags

Manage dietary/allergen categories in one list — each with an allergen flag and a live count of tagged products.

Nut Allergy category form with related notes

A "Nut Allergy" category configured as allergen-triggering, with every predefined note that references it.

Predefined POS notes list with type, audience, shortcut and usage count

Twelve predefined notes at a glance — type, audience, category, keyboard shortcut, and live usage count.

Predefined note form with relevant products page

A note's form view, including the "Relevant Products" list that scopes which chip shows up for which item.

AUDIT TRAIL & ANALYTICS
POS order note audit list with staff attribution

The full note audit trail — every note materialized with its type, audience, staff, and allergen status.

Note usage analytics pivot table

Pivot analytics on note usage — slice by category, template, session, or cashier.

Note usage analytics bar graph

The same analytics as a bar graph, for a quick read on which notes and allergens come up most.

ORDER FORM
POS order form Notes and Allergens tab with allergen banner

The order form's "Notes & Allergens" tab — a visible allergen banner plus the full audit trail, right where the backend team already looks.

QUESTIONS

Frequently asked

Does this fix the known Odoo note-persistence bug?

Yes. Every order sync re-materializes its line and order notes into a permanent audit record, so a note attached at the till is guaranteed to be persisted — even in scenarios where the native flow could silently drop it.

Does it work for retail counters as well as restaurants?

Yes. The module depends only on core Point of Sale — no restaurant add-on is required — so notes, categories, and allergy alerts work identically at a retail counter or a restaurant till.

Can customers see internal notes on their receipt?

No. Every note is explicitly marked internal or customer-facing, and only customer-facing notes ever print on the receipt — internal staff instructions stay off it, deterministically.

Do I need Odoo Enterprise?

No. The module depends only on the Community Point of Sale app and installs cleanly without any Enterprise-only modules.

Get in Touch

Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.

@

Email Us

support@cerevantix.com

We usually reply within one business day.

↗

Visit Our Website

www.cerevantix.com

Explore our apps, services, and portfolio.

cerevantix .

Empowering growth through technology.

Reliable, allergy-aware POS notes with a full staff audit trail — line, order, session and receipt notes unified in one Community-ready module.

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 610
Technical Name cerevantix_pos_note
LicenseOPL-1
Websitehttps://cerevantix.com
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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