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Odoo Multi-Company Point of Sale Configuration

Let’s find out step-by-step on how to configure Odoo Point of Sales(POS).

Odoo POS Configuration:

Goto Menu icon➡️Point of Sale(POS)➡️Configuration➡️Point of Sale(POS)➡️Click on Create button

Odoo POS Configuration
Fig. 1
 Inventory Operation type in Odoo Point of Sale Configuration
Fig. 2

Now Here You can Access Odoo Pos under the Dashboard

  1. In Odoo POS, On one click create a new session or continue Odoo POS on an existing one.

    Login Odoo Point of Sale Configuration
    Fig. 3

     

  2. On Odoo POS instance, Click on the product your customer wants to purchase.

    Add product and Do payment Odoo Point of Sale Configuration
    Fig. 4


  3. Now on Odoo POS instance, Select the Lot number of the product that your Customer wants.

    Lot Selection Odoo Point of Sale Configuration
    Fig. 5

     

  4. Else you can create a quotation for later use in Odoo POS.

    Create Quotation Odoo Point of Sales Configuration
    Fig 6


  5. On Odoo POS instance, Enter the amount and validate it.

    Enter amount and validate Point of Sales Configuration
    Fig. 7

  6. Now print the generated receipt and move to the next order on Odoo POS dashboard.

    Receipt generation Point of Sales Configuration
    Fig. 8

Odoo Multi-company Point of Sale Configuration:

Goto Under the Menu Icon➡️Setting➡️General Setting➡️Select Multi-companies.

Odoo Multi-company configuration
Fig. 9


  1. Create a Company in Odoo POS 
    Goto Menu Section ➡️Setting➡️User & Companies➡️Companies➡️Create
    After entering the details of Company like name,  GSTIN etc. Click on Save.

    Enter Company details in ODoo multi-company configuration
    Fig.10
  2. Create a user in Odoo POS
    Goto Menu Icon➡️Setting➡️Users & Companies➡️Users➡️Create

    Select the company for which the user has to be created. (view Fig. 11)
    After entering the details Click on Save.

    Create user for Odoo multi-company
    Fig. 11

    After User has been created.

    Odoo multi-company Point of sale configuration
    Fig. 12
    enter new password of user odoo multi-company
    Fig. 13

     

     

  3. Create a PoS configuration
    For the PoS module using companies,
    Goto Menu icon➡️Inventory➡️Configuration➡️Select Operation types➡️Open PoS Orders➡️Click on Edit

    Odoo multi-company configuration
    Fig. 14

     

     

     

     

    Odoo Multi-company Configuration
    Fig. 15

    In Odoo POS reference sequence pop up a check for the company and set it to the current company if it is not there by default.

    Odoo multi-company configuration
    Fig. 16

    In Warehouse pop up, check for the company’s address and set it to the current company if not present there by default.

    Odoo Multi-company configuration
    Fig. 17

    In Odoo instance, when one login through a user account who has access to the company’s backend only with the sales module.

    set current company address Odoo multi company configuration
    Fig. 18

     

     

     

    Full access to commision management Odoo multi company pos configuration
    Fig. 19


    When Odoo user login with a User Account that has access to PoS only.

    Odoo multi company pos configuration
    Fig. 20
    Odoo multi company configuration
    Fig. 21

    When one login with a new user account who has access to the Sales Commission module in Odoo.
    Goto  Sales ➡️Orders➡️Customers
    OR

    When a new user has Point of Sales Module access in Odoo.
    Goto Point of Sales ➡️Orders ➡️Customers.
    And remove the filter “customer”.

    Remove customer filter Odoo multi company POS configuration
    Fig. 22

    After removing the “customers” filter in Odoo instance, search for the current user.
    Click on User’s profile and click on Edit button.
    Enter an email address for the User and click Save.

    enter email address Odoo multi company pos configuration
    Fig. 23

     

     In case you are looking for Odoo Multi-company PoS implementation for your Organization you can get in touch with us here.

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