RESTAURANT POS IN ODOO 17

Odoo Point of Sale is a powerful tool that brings ease of use, flexibility, and advanced features to the forefront of retail and restaurant management. Its ability to operate offline, automate stock

registration, provide real-time statistics, and consolidate data across multiple locations makes it an invaluable asset for modern businesses.

Managing a restaurant or a bar comes with unique challenges and specific needs. A powerful Point of Sale (POS) application can streamline various tasks, ensuring smooth operations and enhanced customer experiences. Let’s explore the key features a POS system offers for restaurants and bars, and how to configure it for optimal performance.

Key Features of a Restaurant and Bar POS System

COMBO MEALS

The Product Combos feature enables businesses to define and manage combination options for a single product. This functionality is incredibly versatile and can be applied in various settings. In a restaurant, it allows you to create multi-choice menus where customers can select from various sides, drinks, or desserts to complement their main dish. In a retail environment, it enables the creation of product sets where customers can choose and combine multiple items.

Setting Up Product Combos

1. Create Combination Choices

To get started, you need to define the combination choices. Here’s how you can do it:

• Navigate to Point of Sale ‣ Products ‣ Product Combos and click New.

• Name your combo to reflect the combination of products or choices you want to offer.

• Add the products you want customers to choose from by clicking Add a line. For each

option, you can specify an extra price if applicable.

• The Original Price column displays the base price of the selected product, providing a clear

reference for customers.

 

2. Create a Specific Combo Product

 

Once you’ve set up your combination choices, you need to create a specific product for these

choices. Follow these steps:

• Go to Point of Sale ‣ Products ‣ Products and click New.

• Set the Product Type to Combo and fill in the details under the General Information tab.

Note: The sales price for the combo product is fixed. It does not fluctuate based on

individual item prices or the number of items in the combo. It only changes if extra prices

are defined or if a variant of an included item has a specific extra price.

• Move to the Combo Choices tab, click Add a line, and select the combinations you want to

include. You can also create new combinations directly from this step by clicking New on

the popup window.

 

 

3 . Selling Product Combos

Once your combo product is set up, you can start selling it in your store or restaurant. Here’s how:

• Open a POS session and select the combo product you’ve created.

• Choose the options available for the combo and click Add to order.

• If there are extra prices associated with specific choices, these will be displayed, making it

easy for customers to understand the cost implications of their selections.

 

CREDIT LIMIT SUPPORT

This feature extends to the POS module, allowing you to manage customer credit effectively across all sales channels. It helps in maintaining better financial control by alerting you when a customer exceeds their credit limit, thus preventing over-extension of credit.

Credit limits are defined in the customer’s record in the system. Each customer or partner has a

specified credit limit which represents the maximum amount they can owe before new transactions are restricted.These credit limits are applied to transactions in the POS system to ensure that the customer does not exceed their credit limit during the sale process.

When a sale is processed in the POS system, the system checks the customer’s current outstanding balance (including unpaid invoices and pending POS orders) and compares it to their credit limit. When the credit limit is reached or exceeded, the POS system displays warnings in various customer-related views and buttons. This alert informs the user of potential credit issues.

 

 

 

 

CROSS-SESSION FLOOR PLANS AND ORDERS

Cross-Session Floor Plans and Orders enable you to manage and access POS orders and floor plans from any cashier desk within the same location. This means that whether an order was started at one desk or another, it can be accessed and managed across different points of sale within the same establishment. This feature streamlines operations, enhances flexibility, and provides a unified view of ongoing and past orders.

FLOOR MAP IN RESTAURANTS

The “floors and tables map” feature in Odoo 17 POS provides a visual representation of your

restaurant or bar’s layout. It allows you to see and manage your dining area configurations directly from the point of sale interface. This feature is invaluable for maintaining an organized space and improving overall efficiency.

One of the standout aspects of this feature is that it is enabled by default for bars and restaurants in Odoo 17 POS. This means you don’t have to go through a cumbersome activation process. Thefeature is ready to use right away, allowing you to start benefiting from its advantages without delay.

 

 

FRONTEND DELIVERY DATE

The Ship Later feature in Odoo 17 POS enables you to sell products and schedule their delivery for a later date. This functionality is ideal for situations where products are temporarily out of stock, require significant logistical arrangements, or when customers request a specific delivery time. 

To use the Ship Later feature in Odoo 17 POS, follow these steps: First, access the POS settings in the Odoo backend by navigating to the Point of Sale module, scroll down to the Inventory section, and check the box for Allow Ship Later to activate the feature. Then, configure the feature by selecting the Warehouse for shipping, optionally defining a Specific Route, and choosing the Shipping Policy, which can be either As soon as possible (for separate deliveries) or When all products are ready (for a single shipment). During a sales transaction, start a new POS session,

add items to the cart, proceed to the payment screen, select Ship Later, set the desired Shipping Date in the popup window, and confirm the date before completing the payment. The system will automatically create a delivery order from the selected warehouse to the customer's shipping address, provided that the customer has a referenced address in the system.

 

IMAGES ON PAYMENT METHODS

Odoo 17 POS enables you to attach images to various payment methods. These images will be

displayed on the PoS frontend, making it easier for cashiers and customers to identify payment

options quickly. Whether it's a credit card, cash, or mobile payment option, adding images can

enhance the visual appeal and functionality of your PoS system.

 

NON-USER EMPLOYEE ACCESS

The Non-User Employees Access feature in Odoo 17 POS enhances operational flexibility by

allowing employees who are not registered users to perform advanced actions like cash

management. By configuring this feature, businesses can streamline operations, reduce

administrative overhead, and improve efficiency, all while maintaining control over critical

functions within the PoS system. This feature is particularly beneficial for managing high-volume

transactions and temporary or non-registered staff in dynamic retail environments.

PREPARATION DISPLAY

In the bustling environment of a restaurant, efficient kitchen management and clear communication with customers are vital for smooth operations. Odoo 17 introduces the Kitchen Display module, a robust feature designed to enhance both kitchen and customer interaction by providing two key displays: the Preparation Display and the Customer Display. This module ensures that preparation processes are well-tracked and customers are informed promptly about their orders, leading to improved service quality and operational efficiency.

 

 

Overview of the Kitchen Display Module

The Kitchen Display module in Odoo 17 is tailored to facilitate order preparation and streamline

communication between the kitchen staff and customers. It consists of two integral components:

 

 

1.Preparation Display: This screen shows all the preparation orders currently in progress,

allowing kitchen staff to manage and track the status of each dish. Staff can mark dishes or

entire orders as complete once they are prepared.

 

 

2. Customer Display: This screen, visible to customers, shows their order status, including

when their food is ready for pickup. It helps customers stay informed and reduces waiting

times at the counter.

 

 

Features and Benefits

• Centralized Order Management: Both the Preparation Display and Customer Display are

accessible from a central dashboard, offering a clear overview of all orders and their

statuses.

• Enhanced Efficiency: Streamlined tracking of orders helps reduce preparation times and

ensures that orders are completed accurately.

• Improved Customer Experience: Customers can see their order status and receive

notifications when their food is ready, making the pickup process smoother and more

Efficient.

Configuring the Kitchen Display Module

 

1. Accessing and Configuring Displays

   1. Dashboard View:

      • This dashboard shows preparation orders categorized as ‘In progress’ and provides

         the ‘Average Time’. The three-dot menu allows you to reset all orders and configure

         the current Kitchen Display settings.

 

2. Open Preparation Display:

• Click on the Open Preparation Display button to access the preparation display

screen, where you can see detailed information about each order’s status.

3. Open Customer Display:

• Use the Open Customer Display button to view the customer-facing display that

shows order statuses for easy pickup.

2. Setting Up the Kitchen Display

1. Adding a New Display:

• Click the New button to create a new Kitchen Display configuration. Here, you can

name the display, specify the Point of Sale session it is associated with, and configure

the types of product categories it will handle.

2. Configuring Stages and Alerts:

• In the Stages tab, define the stages of preparation such as ‘To Cook’, ‘Ready’, etc.

You can also set alert times and colors for different stages to ensure that staff are

promptly notified of any changes.

 

3. Managing Orders

 

1. Order Preparation:

• When a customer places an order, such as a Burger Menu Combo, the order is

initially displayed in the ‘In Progress’ stage on the Preparation Display. Staff can

track and update the status of the order from ‘To Cook’ to ‘Ready’.

2. Completing and Transferring Orders:

• Once preparation is complete, transfer the order to the ‘Finished’ stage. You can use

the Close button to close the Preparation Display once all orders are handled.

3. Customer Pickup:

• On the Customer Display, the order number will appear once the food is ready,

allowing customers to easily locate and pick up their orders.

Integrating Preparation Display with Point of Sale

• Access from Orders Menu: The Point of Sale module includes an option to view the

Preparation Display directly from the Orders menu. This integration ensures that both front-

of-house and kitchen staff can seamlessly manage and track orders.

 

KITCHEN PRINTERS

Kitchen Printers are crucial for printing order tickets directly from the POS system to the kitchen.

This feature ensures that orders are transmitted promptly and accurately, which is vital for

maintaining smooth kitchen operations.These tools are now accessible beyond traditional Point of Sale (PoS) environments, enabling greater flexibility and efficiency across various settings. To set up and use kitchen printers:

• Enable Kitchen Printers: Go to the POS configuration settings and enable kitchen printers. This will allow you to set up printers for various categories of products.

 

 

• Configure Printers: In the preparation printers menu, you can add new printers by clicking the

New button. Enter the printer's name, model, and IP address or hostname in the Proxy IP Address field.

 

• Set Printing Preferences: Specify whether the printer should handle all orders or only those

from certain product categories. This flexibility allows you to tailor the setup according to your

kitchen's needs.

When a customer places an order, the kitchen printer will send a ticket directly to the kitchen,

ensuring that all items are prepared in a timely manner. The system can be configured to print

tickets for every order or only for specific categories, based on your requirements.

PREVENT CASH METHOD RE-USE

A robust feature to enhance financial accuracy and control in cash transactions. This new

functionality ensures that cash payment methods and cash journals are not reused across multiple Point of Sale (PoS) sessions, preventing potential accounting issues related to cash drawer management.

When you attempt to use the same cash payment method across different PoS sessions, Odoo 17 will trigger a validation error. This feature ensures that each cash payment method is unique to a single session, maintaining clear and accurate records.

 

 

POS SELF-ORDERING

In the past, self-ordering was often viewed as a luxury reserved for high-end establishments due to its perceived complexity and cost. However, the pandemic has accelerated the need for more

efficient and contactless dining solutions. Today, self-ordering is recognized as a cost-effective and practical solution that enhances both customer experience and operational efficiency.

 

Odoo POS Self-Ordering takes this trend to the next level with its intuitive QR code feature.

Here’s how it works:

1. Scan a QR Code: Customers simply scan a QR code placed on their table with their mobile

device.

2. Access the Menu: Instantly, they are directed to a digital version of your restaurant’s menu.

3. Customize and Order: Customers can browse through the menu, customize their meals,

and place their order—all without waiting for a server.

This seamless process not only streamlines the ordering experience but also caters to the needs of tech-savvy diners who prefer a more autonomous and efficient service. 

Setting up Odoo POS Self-Ordering is straightforward. Follow these simple steps to get started:

 

1. Access POS Configuration: Navigate to the POS settings in your Odoo backend.

2. Enable QR Code Menu: Locate the QR Code Menu option under the Settings tab and

enable it.

3. Print QR Codes: Click on the “Print QR Code” button to generate and print QR codes.

Place these QR codes on each table in your restaurant.

4. Configure Payment Methods: Define online payment methods to allow customers to pay

directly from their devices. You can also provide the option for payment at the cashier’s

counter.

 

 

RESCUE SESSION INFORMATION

The rescue session feature in Odoo 17 PoS ensures that orders are saved and backup sessions are created if the system disconnects or a session closes unexpectedly. The latest update enhances this by highlighting outstanding rescue sessions on the dashboard, providing improved visibility and easier management.