Many retailers realize that they need a system to manage the sale activities in the store. POS (Point of Sale) software which is used at the payment counter has become increasingly common in retails, shops and restaurants. Known as one of POS systems, Odoo POS specializes in a range of businesses, allowing them to manage billing, orders, and payments more effectively. Many businesses choose Odoo POS to manage a chain of stores, which aims to enhance productivity and efficiency.
In this article, we will give information about Odoo POS from features, benefits to how it works.
What is Odoo POS?
Odoo POS which has a navigated and user-friendly interface is an advanced application. Businesses can use POS online, offline or on Android, iPad or laptop devices flexibly. Many businesses have a tendency to leverage Odoo POS, which aims to run their shops and restaurants more effectively. Undoubtedly, with POS, all activities of warehouse and payment history are stored so that you can track them easily. Thanks to integrating with Inventory and Accounting modules, Odoo POS system allows businesses to automatically register in their stock. Additionally, your data is synced and centralized across all shops in a single system. So, it is easy for you to access real-time statistics.
Advanced Features of Odoo POS
There is no doubt that POS is used to operate shops and restaurants so that it will have common features to run. Actually, POS in each Odoo version has constantly evolved and welcome to the next-level system in Odoo 18. Up to now, Odoo POS has offered a few advanced features including pricelists, loyalty programs and returns feature. Now we will explore each evolved feature in Odoo POS.
Pricelists
Through Odoo POS's price list, users can create a product or a group of products with different prices based on the business's own pricing policy or program. In addition, the price list will be fine-tuned and configured based on business requirements and individual promotions.
The Pricelist screen is relatively intuitive and easy to use so users can perform the payment steps more quickly. Businesses often deploy different incentive programs so employees can apply the program if customers buy the product and meet the price list requirements. POS will then automatically recalculate the value of the product based on the set conditions. Besides normal discount programs, Odoo POS system also offers loyalty program recognition and incentives. This results in encouraging and appreciating customers as well as maintaining good relationships with customers.
Loyalty Programs
Odoo offers an outstanding feature which is loyalty programs. It allows businesses to set up their own way of calculating and accumulating points for their customers, while Odoo only provides scoring methods based on product value or number of products purchased.
Besides setting up an entire gratitude program, businesses can also calculate separate points for each product group, customer level, etc. However, Odoo POS does not yet have the feature to classify customer groups like Card class and priority level, so the gratitude program has not been organized diversely for each customer.
Returned Products
Odoo POS also provides a refund feature to handle situations where customers return due to an issue. As mentioned above, Odoo POS system has the ability to store information, purchase history, and invoices so employees can check. There are 2 ways to make a refund:
- Tip 1: Export a new invoice that matches the product's serial number. Here the invoice is created separately and not related to the old purchase invoice.
- Tip 2: Edit old invoices. Staff will update the old invoice with the note "REFUND" and refund the customer.
In addition, businesses also have different return policies, so the system's return feature is used flexibly. However, everything is still manipulated on POS to ensure the most accurate stock indicators to avoid sales interruption.
What Makes Odoo POS Stand Out?
Nowadays, there are a variety of POS systems in the market. Therefore, to remain in the top-ranked position, Odoo constantly upgrades the POS system in the latest version, which aims to support businesses to run their shops. Obviously, Odoo POS has many advantages to accelerate efficiency and productivity. Below are several key benefits of Odoo POS, including:
Power Compatibility
Odoo is compatible with many types of devices such as desktops, laptops, tablets, vending machines, etc. In addition, businesses can use all the features of Odoo POS without setting up hardware. Furthermore, Odoo has a smart and user-friendly interface with simple operations, mainly clicking. Besides, businesses can also customize to suit their requirements, policies, and programs. Consequently, this enables businesses to improve or upgrade the POS functionalities and features based on their requirements.
Active Online and Offline
It will be very annoying if the device at the store is out of use due to some network connection reasons. Odoo POS system supports running both online and offline, ensuring continuous operation during the buying and selling process. However, initially users still need an Internet connection to initiate a sales session but do not need to maintain it throughout the process. Even when disconnected from the network, the POS system still operates normally.
Enhanced Customer Relationships
In business, customer retention is not only a task but also a challenge for businesses. Odoo POS plays an important role in maintaining customer relationships with features like loyalty programs, gifts and discounts for regular customers. It is not difficult to implement loyalty programs automatically and quickly. In addition, through integration with Odoo Mailing, businesses can disseminate programs to customers more effectively. All promotions, offers and invoices are emailed to customers transparently.
Integration With Other Odoo Apps or Modules
Odoo POS can flexibly integrate with other modules like Inventory, Email Marketing, Sales, and eCommerce, which aims to enhance sales. For example, integrating with Odoo Inventory will create an efficient and automated sales and inventory management process. Here, every time POS completes a transaction, the product quantity will be automatically updated in the warehouse so that businesses can get stock in real-time. By synchronizing and managing multiple tasks on the same platform, businesses will save time, costs, and manpower. Moreover, it also facilitates achieving high customer satisfaction, expanding reach, and optimizing sales processes.
Ease of Importing Data
Most businesses wish they could use a POS system seamlessly, entering data in bulk without struggling. Odoo POS allows businesses to enter information, customer data and create a mass product at any time. In addition, you can also separate and sort products into many different categories depending on the product and your requirements. This process is performed extremely flexibly, quickly and safely.
Accelerated Payment Process
With power architecture and seamless integration, Odoo POS helps businesses process payments quickly, conveniently, accurately and transparently. Additionally, the integration also reduces data entry and payment steps so customers can complete transactions more easily. Minimizing payment time plays an important role in the journey of improving customer experience. Payment is the final step in completing an order, so a smooth experience will leave a good impression on customers.
Growth Hacking
For retail businesses, leveraging the Odoo POS system is important in tailoring orders to areas with high purchasing demand. Of course, the visual reports provided by Odoo will help you save time on manual bookkeeping which is quite difficult with multi-company. Based on visual reports extracted from POS, it is easy for businesses to make decisions about which items to minimize or invest in to boost revenue. Furthermore, you can also grasp the exact quantity of your product and its performance.
You should also read this article: Odoo Manufacturing: Make Everything Run Smoother in Your Process
How Odoo POS Works
As mentioned above, Odoo POS has state-of-the-art features and optimal benefits, which aims to optimize sales process management. However, to apply Odoo POS system well, you need to get the ways or steps to set up a session. The process of operating Odoo POS is divided into 3 basic steps from opening control and in progress to closing control and posting. Below are some key operations in each step:
Step 1: Opening Odoo POS control
First, the employee will open a session with Login operations with the assigned account. Perform input fields displayed on the screen such as Open amount. Some basic features in open control include:
- Login Feature
- Cash Control: Cash inflow and cash flow at the end of the shift
- Authorized Employees: Provide accounts by employee code and name to easily track work performance
Step 2: In Progress
The process seamlessly takes place. It doesn’t take time to finish the orders. Once the customer has chosen to purchase the product, staff will assist the customer in making payment. Some operations at the store include:
- Check and Scan Product Code: Each product has a barcode attached, so when scanned, the screen will display basic information of the product including name, price and inventory. The employee will then enter the product quantity from the keyboard.
- Select, Search or Create Customer Information: Employees ask for information, search for old customers or create new customers. In addition, employees must also apply promotions and incentives to customers, if any.
- Enhance Payment Features: After having the customer's basic information and amount, staff will assist customers with payment. Odoo POS offers many payment methods allowing customers to choose flexibly, including cash, card and other payment methods.
Step 3: Closing Control
To end his working session, the employee will close the POS by selecting the close screen button, confirm closing the working session on the POS and record the transactions made, compare the amount in the drawer with the data. on POS. At this time, POS will be in Closing control state. If there are no errors, the employee will record the transactions in the ledger (Closed session & Posted entries). Cash control feature helps users distinguish the total amount of transactions in a session.
Welcome Latest Features In Odoo 18 POS
Revamped UI
Odoo 18 POS enhances UI design for various pages like the login page and payment screen page. The new interface is intuitive and easy-to-use so that it doesn’t take much time to onboard or train extensively. Thus, it is quick for the staff to adjust with minimal steps.
With Odoo 18, the POS system allows you to add and edit products directly without touching the backend. Odoo POS has on-the-fly adjustment, which aims to change to customer inquiries or stock flexibly. Additionally, you can also implement and update promotions or discounts directly on the POS.
Lookup Products Using Barcode
Odoo 18 POS improves the lookup products through barcodes. The staff can scan or type product barcodes. After that, the POS system will automatically generate a product profile with detailed information.
Events Ticket with POS
As one of the best ways to generate sales, Odoo 18 has an improvement in using event tickets. It allows you to sell the events ticket through connecting with other events or third parties to accelerate programs.
SMS Integration
Providing connecting POS with SMS Services, Odoo lets you send receipts for confirmed POS orders. This creates the connection between businesses and customers. Moreover, it also remains the transparency for each order.
Conclusion
Odoo POS has an intuitive, user-friendly interface that is easily compatible with many different types of devices. With Odoo POS system, managing huge amounts of information in real time becomes easier. Furthermore, based on Odoo's algorithms and pre-built architecture, businesses get report analysis daily, allowing them to track orders and manage both stocks and resources. Odoo POS is able to connect with other apps, which aims to create a comprehensive solution. Thus, you can optimize and streamline sales process management more effectively and synchronized.
If you have any questions about our Odoo services or want to get a meeting schedule for a free demo and custom consultation, don't hesitate to contact us immediately!
