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Point of Sale (POS)

(Leads, Pipeline Management, Quotations & Sales Orders)

Course Overview

This course focuses on using Odoo Point of Sale to manage retail and in-store sales operations. Participants will learn how to configure POS systems, process sales, manage payments, and integrate POS with inventory and accounting in real time.

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Course Objectives

By the end of this course, participants will be able to:

  • Configure and operate Odoo Point of Sale
  • Manage products, prices, and discounts in POS
  • Process sales and payments efficiently
  • Handle returns and refunds
  • Integrate POS with inventory and accounting
  • Analyze sales performance and reports

Target Audience

This course is ideal for:


  • Retail store owners and managers
  • Cashiers and POS operators
  • Business owners with physical stores
  • Odoo functional consultants
  • ERP users managing in-store sales


Prerequisites

  • Completion of Odoo Fundamentals (Beginner Level) or equivalent knowledge
  • Basic understanding of sales operations


Course Outline

Module 1:   POS Overview & Setup

  • POS concepts in Odoo
  • POS configuration and settings
  • Hardware overview (barcode scanner, receipt printer)

Module 2:  Products & Pricing in POS

  • Product configuration for POS
  • Price lists and discounts
  • Taxes in POS

Module 3:  Sales Operations

  • Processing sales
  • Multiple payment methods
  • Customer management in POS

Module 4:  Returns & Refunds

  • Handling returns
  • Refund workflows
  • Common POS scenarios

Module 5:  POS & Inventory Integration

  • Real-time stock updates
  • Stock control and alerts
  • POS and warehouse flow

Module 6:  POS & Accounting Integration

  • Sales journal entries
  • Payment reconciliation
  • Cash control

Module 7: Reporting & Best Practices

  • POS sales reports
  • Cash and session reports
  • POS usage best practices

Practical Coverage / Hands-On Work

  • Configuring a POS shop
  • Processing sales and payments
  • Managing refunds and returns
  • Reviewing POS sessions and reports

Learning Outcome

Participants will be able to operate Odoo POS confidently, manage in-store sales efficiently, and ensure accurate integration with inventory and accounting systems.

Course Level & Duration

Level

Beginner to Intermediate

Duration

8–10 hours

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