Odoo’s Point of Sale module works both online and offline, making it great for retail shops and restaurants. This guide covers setting up POS from installation to your first sale.
STEP 1 Install the POS Module
Go to Apps, search for “Point of Sale” and click Install. This will also install the Inventory and Accounting modules as dependencies.
STEP 2 Configure POS Settings
Point of Sale > Configuration > Settings
# General
Company: Your Company
Warehouse: Your Stock Location
# Payment
Payment Methods: Cash, Bank (add Credit Card if needed)
# Interface
Start Category: All
Large Scrollbars: Enable for touchscreen
Restrict Price Modifications: Enable for cashiersSTEP 3 Create Products
Point of Sale > Products > Create
Product Name: Coffee
Product Type: Storable Product (or Consumable)
Sales Price: 4.50
POS Category: Beverages
Available in POS: Yes
Barcode: (scan or enter manually)STEP 4 Set Up POS Categories
Point of Sale > Configuration > POS Product Categories
Create categories like:
- Beverages
- Food
- Snacks
- MerchandiseSTEP 5 Configure Payment Methods
Point of Sale > Configuration > Payment Methods
# Cash
Name: Cash
Journal: Cash
# Card
Name: Credit Card
Journal: Bank
Use Payment Terminal: Yes (if you have hardware)STEP 6 Open a POS Session
Go to Point of Sale and click “New Session”. Set your opening cash balance and click “Open Session”. The POS interface will load.
STEP 7 Make Your First Sale
1. Click on a product or scan a barcode
2. Adjust quantity if needed
3. Click Payment
4. Select payment method (Cash/Card)
5. Enter amount received
6. Click ValidateSTEP 8 Close Session and Review
At the end of the day, click “Close” on the POS session. Count your cash, enter the closing balance, and Odoo will show you any discrepancies. All transactions are automatically posted to your accounting journal.
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