POS Opening & Closing Checklist
by Atharva System https://www.atharvasystem.com/odoo-development$ 51.33
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
AI (ai_app)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 1059 |
| Technical Name |
pos_opening_closing_checklist |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
AI (ai_app)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 1059 |
| Technical Name |
pos_opening_closing_checklist |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
POS Opening / Closing
Checklist
Enforce a configurable opening & closing checklist before cashiers can start or end a POS session. Every completion is recorded in a tamper-proof audit log with per-item timestamps, manager override PIN, and a weekly AI-powered compliance summary posted to each terminal's chatter.
Key
Features
Configurable Checklist Templates
Define unlimited checklist items per POS terminal under Configuration → Opening / Closing Checklist. Mark items as Required (blocks session until ticked) or optional. Separate lists for Opening and Closing events with drag-and-drop sequence ordering.
Interactive POS Checklist Modal
A branded OWL popup intercepts the session Open and Close actions. The Confirm button stays disabled until all required items are ticked. Each item records an Exact Timestamp the moment the cashier ticks it. Cancelling the opening checklist redirects to the POS dashboard.
Manager Override with PIN
A Manager Override button lets an authorised manager bypass required items using a personal PIN. The backend verifies the PIN against POS Manager group members. The override is logged with the manager's identity and a Follow-up task is automatically created for review.
Immutable Audit Logs
Every checklist event is recorded in Checklist Audit with POS terminal, session, cashier, event type, override status, and per-item completion with exact Timestamps. Logs are Create-only — no edits or deletions permitted, preserving full audit trail integrity.
Export to Excel & PDF
One-click Export XLSX produces a two-sheet workbook: Summary (one row per log) and Lines (one row per item with checked timestamp). Print PDF generates a styled QWeb report per log record with colour-coded completion status, override information, and a legend.
Weekly AI Insights Scheduled Action
A scheduled action runs every week (server time), queries the past 7 days of logs, computes skip rates and override rates per terminal and cashier, and posts a colour-coded HTML report to each terminal's chatter. Optionally enriched with AI-generated bullet-point insights via the Odoo AI.
How It
Works
STEP 01: Configure
Checklist ItemsGo to Point of Sale → Configuration → Opening / Closing Checklist. Add items for each POS terminal, assign them to Opening or Closing events, mark them Required or optional, and order them using the sequence handle. No restart or upgrade required — items are fetched live from the POS frontend.
Cashier Opens
the POS Session
When the cashier starts the POS, the Opening Checklist modal appears before the Opening Register popup. The cashier ticks each item — required items must all be checked before the Confirm button becomes active. Cancelling redirects the cashier back to the POS dashboard.
Review Audit
Logs
All checklist events are stored in Point of Sale → Reporting → Checklist Audit. Each log shows the terminal, session, cashier, event type, override status, and every individual item with its completion status and exact checked_at timestamp. Logs cannot be modified or deleted — full audit trail integrity is guaranteed.
Manager Override
with PIN
If required items cannot be completed, clicking Manager Override prompts for a 4-6 digit PIN. The backend verifies it against POS Manager group members. On success, the override is logged with the manager's identity and a Follow-up task is automatically created for that manager.
Export to
Excel & PDF
Click Export XLSX to download a two-sheet workbook: a Summary sheet with one row per log and a Lines sheet with one row per checklist item including the checked_at timestamp. Click Print PDF for a styled report per log with colour-coded completion rows, override info, and a legend.
Receive Weekly
AI Insights
Every Week, a scheduled action queries the past 7 days of logs and computes skip rates and override rates per terminal and per cashier. An HTML report with a colour-coded table is posted to each POS terminal's chatter. If an OpenAI API key is configured, AI-generated bullet-point insights are included automatically.
Workflow
Highlights
Session Gating
POS sessions cannot be opened or closed until the checklist is confirmed. Cancelling returns the cashier to the backend dashboard.
Precise Timestamps
Each checklist item captures the exact second the cashier ticked it, providing a granular audit trail per item — not just per session.
PIN-Verified Override
Manager override requires a personal PIN verified server-side. Auto-creates a Follow-up for the manager ensuring every bypass is reviewed.
AI-Powered Reports
Weekly Scheduled Action computes compliance analytics and optionally enriches the report with OpenAI-generated insights, posted directly to each terminal's chatter.
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Atharva System
Delivering high-quality Odoo solutions and productivity tools.
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