CBMS Odoo All-in-One POS – Point of Sale Management Software for Retail Restaurant – POS A001

To create a product, click on the create product button.
The add Product wizard will appear. Proceed by clicking on the ‘Create’ button within the wizard.

Current user set as default salesperson in product.

Current user set as default salesperson in product variant.

Add New Product Write name in wizard.

See “Add Barcode” button Press And Add Your Barcode.

Add Your Barcode In Text Box Save Or Dicard Your Barcode By clicking Icon.

Barcode Added Successfully.

Also Add Multiple Barcode By Clicking Save Button.

When Scan Product, product added in cart.

Product And There Barcode Save In Barcode.

In Customer see the option set maximum Discount.

Enable Feature Customer Maximum Discount.

See Discount in shop.

Set Discount In order line.

The Warring massage Pop that show max Discount of Product.

Apply Global Discount.

if the the amount is lower then set amount then apply discount.

Goto pos config setting and enable ‘Enable POS Category Slider’.

Category Scroll in pos screen.

Sub category slider.

Goto pos config setting and enable ‘Allow Partial Payment’.

Now go to pos and make payment of one order, Here you can see the Remaining amount.(* Invoice Compulsary, Without invoice you can not make partial payment *)

As you can see the partial payment details in backend order master view.

Goto invoice here you can see the ‘Partially PAID’ ribbon.

Also you can restrict particular customer for partial payment. Just goto the customer master view and enable ‘Not Allowed Partially Payment’

While you make partial payment with the restricted customer, system will show the alert message.

For make payment of partially paid orders from the pos. Just enable ‘Allow to pay order’.

After that you can see the payment button in order list view in pos.

After click on that you will redirect to the payment screen. And make payment.

After payment successfully placed, backedn order due amount updated.

After payment successfully placed, you can see the paid label in backend invoice master view.

You can also filter partially paid order from pos order list.

Invoice is mandatory for making a partial payment.

Select products and click ‘Mass Product Update’ to update the bulk of products category at once.

After that one wizard will open, where you can fill the details related category, and press the “Update” button.

POS categories change.

POS categories updated.

First, you need to tick the “Import POS Order” group to import product.

“Import POS Order” menu in orders.

After that one wizard will open and it’s looks like below.

Success message looks like below it shows successfully imported records and also provides a list of unimported
records with row number in sheet and relative details of product invalidation.

The following fields are imported.

About Fields

Your CSV file format must match like below.

Goto general setting and enable the Inventor ‘Real Time’.

Goto pos config setting and enable ‘Display Warehouse Stock’. After that you can see the ‘Update Qty Real Time’.
Product qty will be updated across all pos sessions. ‘Update Qty When POS Cart Change’ : This option will update the
product qty while you add product in to the carts.

Make same feature for the other pos session.

Product On Hand Quantity..

In PoS screen, Here you can see the product real time quantity. (This is the Mark Session).

Product Qty will update in the michel admin as well.

Goto user set “disable new/delete buttons”.

See the two field disable in pos “new order” button and “remove order” button.

Goto user set “disable remove” button.

See the field disable in pos “remove” button.

Goto user set “disable remove order line” button.

See the field disable in pos “order line remove” button.

Goto user set “min max price in product”.

See the two field enable in product min price and max price of product.

check the box of “allow confirm pos product sale price” for pop warning.

if price is less then minimum product price then pop warning message.

if price is more then max product price then pop warning message

if price is not match with min max then it generate warning message that not process for payment.

if price is between min and max then payment process its done.

in receipts print price of product.

Discount details in backend order.10

Enable ‘Create Purchase Order’ from pos setting.

You have to install purchase module first. Because this feature depends on the purchase module.

Upon installing the purchase module successfully, this option will appear.

In pos screen you have one button ‘Create Purchase Order’.

After click on that button, it will create a puchase rfq, in this popup you can see the purchase rfq number.

Purchase rfq created in backend.

Simply choose ‘Purchase Order’ as the order state if you wish to create a direct purchase order.

Now just add some products in cart, select customer and click on ‘Create Purchase Order’. After that popup will
apear, here you can see the purchase order number.

Purchase order created successfully in backend.

If you add the section in pos cart, then it will added in purchase order as well.

Section auto added in the purchase order line.

Goto pos setting and enable ‘Enable Product Variants’ feature. Upon enabling that, three options will appear. 1.
Group by Attributes 2. Auto close popup after single variants select 3. Display Alternative products Select as per
your requorement.

Here in pos screen you can see the product templates with the variants numbers.

Click on any perticular products, After that popup will appear. here in popup you can see the variants of that
products.

In popup you can search the variants also.

After that process the orders.

Now enable ‘Display Alternative Products’.

Now you have to define the alternative product in the particular products.

In pos, you can see the alternative products in the variants popups.

Now enable the ‘Group by Attributes’.

In pos screen product variants popup, here you can see the product variants with attribute group by.

Order list filter by ‘Paid’.

Order list filter by ‘Posted’.

Order list filter by ‘Invoiced’.

Order list filter by ‘Return Orders’. It will show the only returned orders.

You Order list filter by ‘Returned’ and ‘Paid’.

You Order list filter by ‘Returned’ and ‘Posted’.

You Order list filter by ‘Returned’ and ‘Invoiced’.

Goto pos setting and enable ‘Enable Sale Order’ feature. Upon enabling that, two options will appear. 1. Quotation
2. Sale Order . Select as per your requorement.

Make one order in pos and click on the ‘Create Sale Order’.

After clicking on ‘create sale order’ button, this popup appear. Click ‘Ok’.

After that it will create quotation in sales.

For creating a sale order, select ‘Sale Order’.

Now make order in pos and click on the ‘create sale order’ button.

Now click on ‘Ok’.

After that it will create sale order in sales.

Goto user setting and enabe ‘POS Coupon Creation’ and ‘Allow Redeem Coupons’.

After that, goto pos config setting and enable ‘Enable Coupon’.

Now goto config –> All Coupon. Here you can create your desired coupons.

Form view for coupon creation. Here you can define the coupons with details like coupon name, code, coupon values
types(Fixed and Percentage), coupon value, start data, expire date,

In another tab ‘General Info’, here you can define the coupon is valid for the specific product or all products.

Now goto the pos screen and click on the action button ‘Manage Coupon’, after that you can see the wizard. Where you
can define a coupon or select a coupon for the current orders.

After clcik on the ‘Create Coupon’, this wizard will display. Here you can create a coupons with it’s different
attributes.

After successfuly create coupon, it will display success message.

If you want to redeem coupon then, click on ‘Redeem Coupon’.

After click on the redeem coupon, this wizard will appear. Here just add the your coupon code and click ‘Validate’.

After validate the coupon code, display the success message.

After applied the coupon, the discount will applied on the current order.

Coupon details on the receipts.

Goto pos setting and enable display poduct suggetion.

First you have to define the suggetion products in the perticular products.

After that you can see the suggetion while you find the particular product.

Goto pos session setting and enable the ‘Offline Create Customer’.

After that you can create customer, while your pos service is stop/offline.

Fill the customer details and click ‘Save’.

After click on save, It will display warningn.

Customer created and you can use those customer into create an orders. It will sync when you online.

Make new order with customer, which you created in offline.(Make sure pos is still offline)

Payment screen in offline.

While your server is online it will sync customer and orders as well.

Also you can edit customer while your server is offline.

Make some changes in the customer and click to save.

After click on save it will raise a warningn. (It will sync changes while server is online)

Customer changes is sync while your server on again.

Goto pos setting and enable product weight and volume feature.

set weight and volume information in products.

Now you can see the products weight and volume information in the pos cart.

Products weight and volume information in the receipts as well.

Products weight and volume information in backend orderline.

Check right ‘Allow to change UOM Feature’ if you what to allow change uom for pos.

Go to pos setting and select default uom, check uom in receipt and display price in sec UoM.

Goto products and set appropriate secondary unit of measure.

In Pos screen, you can change unit of measeure.

It will change unit of measeure with price.

Unit of Measure details in receipt

Goto pos setting and enable “Allow POS Signature” also enable appropriate options.

Goto pos screen and click on ‘Signature’. After that this wizard will popout, here draw your signature, add name and
date and click Save.

Signature will display on pos receipt with name and date.

Goto pos setting and enable ‘Product creation’ feature.

See this animation to how create product from pos screen.

Goto pos setting and enable pos quick receipt.

See this animation for how to print quick receipt.

Enable Customer Order History in POS.

See Customer Order History By clicking icon in pos

See Customer Name In History of POS.

See Customer Name In POS by Order.

Goto pos setting and enable pos receipt exted feature. here you have several options like print barcode, QR code on
receipt.

See this animation how to pos receipt extended work.

Goto pos setting and enable ‘POS Remove Cart Items’. Here two different options for remove item one by one and
another for empty cart.

See this animation image to how it works.

Goto pos setting and enable ‘Rounding’ features. also there are two different options one for normal rounding and
another for Rounding to Fifty.

Normal rounding in pos cart.

In payment screen you can easy to enable or disable rounding.

Rounding details on receipt

Rounding to Fifty.

Rounding to Fifty on pos screen.

Rounding to Fifty on pos receipts.

Goto pos setting and enable pos switch view feature. there are several options to display product in list or grid
view, with lots of products details as well.

How it looks on pos screen. also you can change product view list to grid.

Goto pos setting and enable Display Warehouse Stock. Here we have several options to display warehouse stock,
location stock or set limit to stop selling after minimum stock qty accured

Here on pos screen stock details display on product image. Or click on stock icon on product.

After click on stock icon you can see the details.

Location wise Stock details.

Goto pos setting and enable Whatsapp Features.

Just Add customer mobile number in customer details.

Make order and create receipt, here you have two option to send on whatsapp. 1. Customise message and then send, 2.
Send direct (Without message customise).

After click on ‘Send By Whatsapp’, here you can edit your message.

After if you are not logged on whatsapp web so it display this wizard. (Just Scan this code with your whatsapp).

After that you will redirect to that customer chat screen.

Message Sent

See Tab In Barcode In Product Variant.Add Barcode in Whiteboard pen.

Add Mutliple Barcode In Corner Desk Right Sit.

Add Mutliple Barcode In Storage Box.

Scan 1 Barcode It will Automatically Add in Cart.

Scan 2 Barcode It will Automatically Update Qty in Cart.

Scan barcode It Will Add one Product In Cart.

Scan 2 barcode It Will update qty of Product In Cart.

Scan 3 barcode It Will update qty of Product In Cart.

Scan barcode It Will Add one Product In Cart.

Goto pos setting and enable own customer feature.

Now goto customer detail view and set ‘Allocated Sales Person’.

That salesperson can see those customer only.

Goto pos setting and enable own products feature.

Now goto product detail view and set ‘Allocated Sales Person’.

Now goto product detail view and set ‘Allocated Sales Person’.

That salesperson can see those products only.

Goto pos setting and enable ‘Product Search by Tags’ feature.

Product Tag Menu and list view.

Product tags form view, just create tag and select appropriate products. Also set color for that tags.

Tags visible in kanban view.

Goto pos screen and search product using tags.

Goto general setting —> Technical —> Schedule Action —> Auto Validate POS. Just set time for auto validate.

Log tracker.

Goto pos setting —> enable product template feature

Custom product Template menu.

Product Template Form View.

Goto pos screen and click on ‘Product Template’ button.

Here you can see the list of product templates and select and add to pos cart.

See the option in Configuration.

Selected category show here or delete unwanted category.

This option enable this “Available in POS”for all product.

Select this option in setting.

Show Field in pos category.

Enable The Feature Customer Discount and Also Use Standard Dicount.

When Click The Discount Button One Wizred iS Open Add Discount Fix Or Percentage Wise By Press Confirm You Can Add Discount In Selected Line

Select Fix and Add amount Press Confirm.

Fix Discount Automatically Add In Line And Display Amount in Global Discount.

Discount Printed in Receipt Also.

Select “Allow Global Discount” In POS Shop Configuration.

Global Discount Button Visible In POS.

Discount Apply On Total Amount of Order. Select Fix and Add Amount.

Discount will Apply in every Product of Order Equally.

Discount will See In Receipt.

Enable Configuration POS Discount and Standard Line Discount.

POS Dicount Menu Is show in Configuration Of POS.

Add Name Code And Value Of Discount

See the Details In POS Tree View.

When Press On Discount button The Wizard Is Open After That Select a emplyee Discount Will Automatically Added

Select the Employee
Discount and Press the confirm

Discount Will Added In Selected Line

Discount Print In Receipr Also.

Enable “customer Discount icon In Cart”

See The Icon In cart.

Press Icon For open wizred

After That Select Discount.

Discount Will Added In Product

Discount Printed in Receipt

Enable Product Reference Code In POS Configuration.

Product Internale Reference See In POS.

Goto pos setting and enable Bag Quantity features.

In product set bag quantity.

In product set bag quantity.

See below animated image for Bag Quantity works.

Goto pos setting and enable Order Line Label Configuration. Here you have several options like delete label wise
products.

See animatated image for how label works.

Goto Point of Sale ==> Shop config setting for configuration.

Add New Product In Cart.

Now scan the barcode for return – exchange.

In the POS ‘Order History’ you can see the details of return – exchange order.

Now we scan the barcode, so this return – exchange popup opens.

You can return the specific product quantity and also return the whole order.

You can exchange the specific product quantity and also exchange the whole order. We provide one more option in the exchange where you can exchange with the same products.

After return – exchange POS ‘Order History’ with the details of return – exchange order.

See The Return Product History With All Details.

When you scan the barcode then it does not display a product in the popup which is already returned.

Goto Point of Sale ==> Shop config setting. Enable ‘Allow Return Order’.

After enabling that feature, you can see the return icon on the order list.

After clicking on the return icon, the ‘Return Product’ popup, Where you can enter the return qty of products or click on ‘Complete Return’ if you want to return the full order.

After click on ‘Return’ or ‘Complete Return,’ you will redirect to the payment screen. Also You Not Allow To Return More Then Buy Quantity.

If you cancel return then click on ‘Cancel’

If You proceed next to Then click on ‘Validate’.

In the backend order form view, you can see the return status, return order number, return product quantity, and ‘Return’ smart button.

Click on the ‘Return smart button, It will display the return order list of that particular order.

Open return order, Here you can see the order reference number and ‘Is Return Order’ check true.

Now in PoS Order List, You can see the return status of that order and reference of that order.

Go to Order History and click on ‘Return Order’, Here you can see the list of whole return orders.

If you want to return products items more than available in order. Just Enable ‘Allow Returns More Than Purchase Item’.

Click on the ‘Return’ icon and add the number of return items and proceed.

You can see the calculation in order receipts.

In the backend, you can see the return qty number in the product line.

If you want to print ‘Return Order’ on receipts, Just enable ‘Print Information in Receipt’

Make return order and proceed it.

As you can see the details of return order on order receipts.

If you want to exchange product, Just enable this feature ‘Allow Exchange Order’.

After enable ‘Allow Exchange Order’, Exchange icon visible in order history.

After click on ‘Exchange’ icon exchange products window popup, here you can add exchange quantity. If you want to exchange whole order than click on ‘Complete Exchange’. If you want to exchange with same products just tick ‘Exchange With Same Product’.

Now add exchange quantity and click on ‘Exchange’.

After click on ‘Exchange’ it will redirect to shop page, Here you have to select other products against exchange product. And proceed normally.

In backend pos order form view, Here you can see the order details first thing first, if you exchange products means you have to return some products, so here it will create return order. Now click on ‘Exchange’ smart button, it will redirect you to exchange order.

Exchange Order list view.

Exchange Order form view, here you can see the ‘Is Exchange Order’ true, ‘Return Order’ reference number. In Product line you can see which product you exchange.

In PoS ‘Order History’ you can see the details of exchange order with ‘Return Order Reference’ number.

Click on ‘Return Order’, Here you can see the exchnage order history. In PoS ‘Return Order’ you can see the details of exchange order with ‘Return Order Reference’ number.

If you want to print ‘Return Order’ on receipts, Just enable ‘Print Information in Receipt’

Make return order and proceed it.

As you can see the details of Exchange order on order receipts.

You can easily define non returnable product, Just tick right ‘Non Returnable’ in product.

If order product is non returnable, so it will display warning.

While you create a return order, Non returnable products will not displayed on return window.

Easy to define Non Exchangeable products, Just tick right ‘Non Exchangeable’ in Product.

Normally
the user has a logo or brand color, so the user can change primary
colors,
hover color, active menu color using primary color as per his brand
color.

Users can also change Secondary color, Secondary hover, Secondary active
colors.

Here you have another color option is gradients color. You can also set
gradient color for predefine theme 3 only.

Configuration for product variants popup.

See All Varient In varient Template.

Now press on the product template.

It shows relevant variants in the popup.

You can select & search product variants from the popup.

Product Varient Show In Receipt.

Enable Alternative Products In POS Configuration.

Now we set alternative products.Set Product in “acoustic Bloc Screens”.

Set Alternate Product In Conference Chair.

When I select Confirence Chair It will Show me and Alternate Product In Wizred.

If I select acoustic Bloc Screens Then It Will Show Me A Releted Product

If You Select the Alternate Product Then It Will Automatically Added In Cart and Also Print In Receipt.

Enable The Configuration Group By Attribute In POS Setting.

It Will Show Alternate Product In Group By Formate.

You Can Select The Product And Press Add to Add In The Cart.

ALternative Product In Receipt.

You can easily change the color of Topbar(header) background color, hover color and active menu color. You can customize your body with different options. There are two options for body background Image/Color. Also, you can change body font color and
body font type with 8 different beautiful and clean font families
(Roboto, Raleway, Poppins, Oxygen, Open Sans, Koho, Ubuntu).
Also, provide google font family in this Backmate theme. So the user has a large range of body font type and set as your choice.

To Set google fonts on Just copy name of any google fonts. In theme
setting goto ‘Header Body Color’ and select font family ‘Googel Fonts’.
After that on field is visible ‘Google Font Family’ here paste your font
family name and click save. (* Refresh browser 2 3 times if not affect).

Select Standard And Advance Pricelist And Add Price List in shop Configuration.

See The Pricelist.

Add Secound Pricelist

See Pricelist Symbol in POS Order Line.

When Press On Pricelist Symbol Wizard is open.

Selected Priclist Add in order line.

price list Added in receipt.

Goto pos config setting —> Click on merge pos Categories.

After open ‘Merge PoS Category’ menu one popup will open and select ‘Create all remaining categories on PoS’ then
you can see the remaining categories list in ‘Select categories merge with PoS’ and then you can add or remove
categories from the list and click ‘Apply’ so all selected categories added in PoS Category.

If you select ‘Linked all products with corresponding PoS category’ then one checkbox ‘Default check Available in
PoS option in product’ will be visible, this checkbox used to check option ‘Available in PoS’ in product, and click
‘Apply’ then all products category and PoS category will be linked.

Goto POS config setting there is a two different option for merge internal category with POS category as like.
1)Sync new product category with POS Category 2)Auto Sync New Product With POS Category

You can disable sync option for particular category after unchecking ‘Sync with POS Category’ option. ‘Sync With POS
Category’ this option only visible after enabling this ‘Sync new product category with POS Category’ option in POS
config Setting.