Odoo 17 Point Of Sale serves as a complete solution for efficiently managing sales in both retail shops and restaurants. with Odoo 17, PoS can also function in both online and offline modes. Like any other modules within the Odoo ERP system, the Point of Sale module is integrated with the Sales, Inventory, and Accounting modules.
Let’s discuss the new functionalities and features in Odoo 17 POS (Point of Sale).
Scan a QR Code, Get the Menu
Odoo 17 introduces a seamless and efficient way for customers to access menus through the use of QR codes. By simply scanning a QR code with their personal device, customers can instantly retrieve the menu, eliminating the need for physical menus or waiting for assistance.
To Configure the QR code Menu, the user needs to follow these steps:
POS -> Configuration -> Settings - > QR Code Menu
Where the user needs to Enable the QR Code Menu Option for that selected restaurant.
After enabling the QR Code Menu, By clicking on the Generate QR Codes, it will generate QR codes as per Tables and floor plans wise.
When the customer scans the QR code that is displayed on the table, the restaurant menu will be displayed, and also users can order using their own device.
Odoo POS now have Floor Map for Restaurants
In Odoo 17 POS, the "floors and tables map" feature is now automatically enabled for restaurants & bars, eliminating the need for manual activation.
Credit Limits Support
Offering credit to customers is crucial for enhancing a business's competitiveness. Every organisation or business needs to establish effective protocols that identify the payment terms extended to customers and the amount of credit they can be granted. Implementing a Credit Limit feature proves highly advantageous in motivating customers to achieve greater value and make prompt payments to stay within their limit.
The Credit Limit in Point Of Sale helps businesses to strictly follow the collection strategy procedures in order to track payment of invoices and also to supervise and enforce credit limits. This credit limit will demonstrate as highly useful in establishing a cap on the potential losses a company may incur from unpaid debts.
The Sales Credit Limit is the feature introduced in the Odoo v16 for sales orders only, but now in Odoo V17, the feature is available in POS Orders too.
In this blog, Let us have a look at the Sales Credit Limit in Odoo 17 POS.
To access the functionality, Under the Accounting Module, we can navigate to Settings by selecting the Configuration tab.
The below screenshot illustrates the location of the Sales Credit Limit functionality within the Settings window. Specifically, it can be found under the Customer Invoices section.
The Sales Credit Limit feature in Odoo 17 POS provides a convenient way to receive alerts when generating POS orders for partners whose total receivable amount exceeds a specified limit. Additionally, the system allows you to establish an enabling you to set a default credit limit that aligns with your business needs. Moreover, within the customer Contact page, you will find the option to configure a credit limit.
To access the credit limit settings for customers, we can navigate to the Customers window in Point of Sale. Within the customer creation form, under the Accounting tab, you will find the option to set credit limits. Within the Credit Limit section, you will find the Total Receivable field, which displays the cumulative amount that is currently owed to you by a particular customer.
Here we set the Customer named Deco Addict’s Partner Limit as 50,000.00. The Total Receivable amount is 106,662.50. Now let us order in POS for the customer.
Then you can allocate Deco Addict as a Customer. The moment you choose the Deco Addict, you will see a warning sign under the customer's name because the customer has reached the credit limit, as shown in the image below.
When booking an order with a selected customer within odoo 17 pos, if the credit limit has been reached, then there will be a warning sign displayed on the customer's name tab.
This way, the Odoo v17 POS triggers alerts when adding items in carts for customers with a total receivable amount exceeding a limit.
Preparation Tools for Everyone
In Odoo 17, Point of Sale, The preparation display and preparation printer are now available outside POS Restaurant.
Here, the preparation display is also known as the Kitchen display. It will be visible on Odoo Apps' main page.
Under the point of sale, Orders Menu, the user can navigate to the preparation display sub-menu, where the user can create a preparation display as per product category wise and also configure product preparation time-wise.
Here, the user can configure the kitchen display stages and product categories by clicking three dots at the corner of the Kanban menu.
The user can configure stages as per food preparation time, ready time and completed time in minutes.
When the user can order any food or drink item, the kitchen preparation display will be updated in real-time with the customer's name and ordered items.
Here, the kitchen display tools with customer names and orders will update data in real time and will automatically change stages as per the configured time for stages for product categories like food/drinks.
Frontend Delivery Date
Odoo 17 Point of Sale (POS) incorporates an advanced functionality enabling the shipment of sold products at a later time and also allows the inclusion of a delivery date on the front end. This feature proves beneficial in several scenarios, such as when it is necessary to procure additional inventory before shipping the product or when customers prefer to collect the item on a specific date in the future.
To use the ship later feature, make sure that the Allow Ship Later option from the Inventory Section is enabled in the configuration settings of the (POS) module.
Enabling the "Allow Ship Later" feature provides the option to designate a particular warehouse to pick up products. Moreover, when using the ship later feature, you can specify the product route for delivery.
Odoo offers two types of shipping policies: "As soon as possible" and "When all products are ready." With "As soon as possible," products are picked as soon as they become available, even if the order contains multiple items. On the other hand, with "When all products are ready," all products in the order are picked simultaneously.
After saving configurations, open the POS Shop Session and make an order.
After the addition of products, under the payment page, the user can view Ship Later Functionality displayed on the right side of the payment page.
When the user clicks on the Ship Later Option, the pop-up window will be displayed, where the user needs to select the shipping date of the pos order.
Here in Odoo 17 introduces Front-End delivery date in POS order.
After Selecting the Date for the scheduled shipping, the user needs to select the payment method as a cash, bank or customer account. After successful payment, the order will be confirmed as delivered later.
Change Shipping Date In Odoo POS
To change the shipping date that is scheduled in Odoo POS Order, the user needs to go to the Point of Sale Orders Page in the backend system.
Where the user needs to select the order number, which needs to change the scheduled shipping date.
Under the order page, the user needs to select the smart button named “Pickings”, where the user can view pickup products of the order.
The Scheduled Date field displays the date that has been selected in POS, by clicking on this field, the user can change the date of the shipping schedule.
Rescue Sessions Information
In odoo 17 Point of Sale, there will be Improved information about rescue sessions.
Outstanding rescue sessions are highlighted on the dashboard. When an Internet connection is lost while ongoing orders, the data of the session will be recorded with the browser’s cache memory.
Images on Payment Methods
In Odoo 17, users now have the capability to add an image representing the name of the payment method.
By Clicking on the image, the user can update/change the image of the payment method.
Cross-session Floor Plans and Orders
POS orders are now accessible from other cashier desks. Floor plans can be linked to multiple cashier desks, ongoing orders are shared within the same location, and past orders can be accessed from any desk within a database.
These are some remarkable changes and features introduced in Odoo 17 Point of Sale.
Are you ready to implement an effective ERP solution for a productive business? We at SerpentCS as Official Odoo partners eventually help you scale your business to new heights, connect with us on contact@serpentcs.com
