CRM process includes but not limited to sales leads coming into the ERP system, identifying opportunities from the leads, quoting process, and the sales order thereof. A user may also view customers within this area, and create customers directly. Please refer the...
How to close session and take out EOD balance from odoo
In Odoo POS when you have to take out end of the day balance you can follow below procedure. Under Point Of Sale go to Orders and from there reach at Sessions menu. Here in the session you can go to actions combo box and take out the money for this session. Make sure...
Set default POS for user in odoo
Set default POS for user' will limit users from accessing multiple POS at once. Setting up default Point of Sale will only allow authorized Users to start the POS session. However admin access will be universal, provided session is closed by the other user. Set...
Setting up Point of Sale in Odoo
Connect your printer, Cash drawer, Barcode scanner, Scale, Ethernet and most importantly Wi-Fi /LAN to the system where Odoo is accessible. Setting up a point of Sale (Point Of Sale -> Configuration -> Point Of Sale) More Configurations ….
Set up Point of Sale default stock location in Odoo
The default stock location is of significant use for vendors who are having multiple POS stations and all of them are sharing multiple stock locations. This decreases the risk of inventory loss and gives way to more accountability. Default stock location can be...
Set up Odoo Journal for POS
Odoo has given complete flexibility over the payment methods that can be used for POS payments. This is particularly useful if you want to maintain online payments, check payments, cash payments differently.