POS Multi User Role Workflow
by Odoo DevHouse https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse$ 213.50
In-App Purchases| 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 | 1099 |
| Technical Name |
pos_multi_user_roles |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
| Versions | 18.0 19.0 |
| 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 | 1099 |
| Technical Name |
pos_multi_user_roles |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
| Versions | 18.0 19.0 |
Advanced POS Multi-User Roles & Pending Orders
This Odoo POS module introduces sophisticated role-based access control and order management, enabling businesses to separate salesperson and cashier functions with dedicated workflows, pending order management, and granular permissions.
- Role-Based Access Control: Separate salesperson and cashier roles with distinct permissions
- Pending Orders Management: Create, view, and manage pending orders with dedicated interface
- Salesperson Assignment: Assign specific salespeople to orders with intuitive selection
- Smart Order Naming: Automatic order naming with salesperson codes and sequencing
- Dynamic UI Adaptation: Interface automatically adapts based on user roles
- Order Lifecycle Management: Complete workflow from creation to payment
1. Configure User Roles
Set up cashiers and salespeople for each POS configuration.
2. Salesperson Creates Order
Salesperson selects themselves and creates pending orders.
3. Manage Pending Orders
Access dedicated pending orders screen to view and manage all pending orders.
4. Cashier Processes Payment
Cashier loads pending orders and processes payments.
Installation & Configuration
- Install the Module: Install through Odoo Apps or manually via command line
- Configure POS: Go to Point of Sale â Configuration â Point of Sale
- Set User Roles: For each POS, configure Cashiers and Salespeople in the settings
- Assign Permissions: Select active users for each role as needed
- Launch POS: Start POS session - interface adapts automatically based on user role
- Manage Orders: Use new "Pending Orders" button in navigation bar
User Role Configuration
Navigate to Point of Sale â Configuration â Point of Sale.
Edit your POS configuration and set up:
- Cashiers: Users who can process payments and load pending orders
- Salespeople: Users who can create orders but not process payments
Salesperson Workflow
When a salesperson logs into the POS:
- Select themselves as the salesperson using the salesperson button
- Add products to the order as usual
- Click "Place Order" instead of "Pay" - this creates a pending order
- The system automatically generates order names with salesperson codes
Cashier Workflow
When a cashier logs into the POS:
- Click "Pending Orders" in the navigation bar
- View all pending orders with detailed information
- Select an order and click "Load Order" to bring it to the POS
- Process payment as usual - the salesperson information is preserved
Order Naming Convention
The system automatically generates order names using the format:
[Salesperson Code] - [Day] - [Consecutive Number]
Example: "JU - 15 - 3" indicates Juan's 3rd order on the 15th of the month.
Pro Tip
Use this module in retail environments with multiple sales staff and dedicated cashiers, or in restaurants where waitstaff take orders and cashiers handle payments separately.
Retail Stores
Separate sales staff from cashiers for better accountability and specialized roles.
Restaurants
Waitstaff take orders, kitchen prepares, cashiers handle payments separately.
Multi-User Environments
Businesses with multiple employees needing distinct responsibilities and permissions.
Enhanced Security
Role-based permissions prevent unauthorized access to payment processing.
Better Accountability
Track which salesperson created each order for performance monitoring.
Improved Workflow
Streamlined order creation and payment processing with specialized roles.
Sales Performance
Monitor individual salesperson performance through order attribution.
Do You Need Assistance or Have a Feature Request?
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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