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Batch Creating Product Barcodes
1. Go to the PoS App 2. Click on Products 3. In the Menu Bar, Click on Products -> Products 4. Switch to the Product List View 5. Select which items which you would like to add barcodes to. You can select all ...
Batch Product Import
To import multiple products at once, do the following: Note: if you are importing products with Variant values, see Product Variant Import Before following the steps below, the product import sheet must be filled out. To do so, download the template...
Configuring your POS system to Auto-Print Receipts
For ideal use of the point of sale, we recommend using Chrome in kiosk mode. This allows printing to occur without interaction, speeding up the checkout flow. A guide to set this up follows below. 1. Install Google Chrome Go to google.com/chrome and insta...
Importing Product Stock and printing labels using Purchase Orders
After creating products using the product creation guide, you can then import stock and print labels for them using the purchase app. 1. On the Home Screen, navigate to the Purchase app. 2. Create a new order by pressing 'New' 3. In th...
Product Variant Creation Guide
General Product Creation The below information is relevant to all products, regardless of whether they have variants or not. If you have already created the parent product, proceed to the next section (Product Variant Creation) to set up your variants. Fro...
Tax Setup
Taxes There are numerous types of taxes, and their application varies greatly, depending mostly on your company’s localization. To make sure they are recorded with accuracy, the POS’s tax engine supports all kinds of uses and computations. Default taxe...
Using Employee PINs in Attendance tracking
Configuring PINs for Employees The following guide assumes that Attendance is configured for your system, and that PINs are required when using the kiosk. Please contact support if you have any questions regarding this. Once the attendance system is ...
Simple Tax Creation Example
The below guide contains instructions for how to create simple taxes for the point of sale, using bottle taxes as an example. 1. Go to the Invoicing module 2. Click on Configuration -> Accounting -> Taxes 3. Click on 'New' to create a n...
Adding Users to the Point of Sale
The point of sale allows each employee to have their own sign in, allowing sales to be split up by cashier as well as give different permissions to each employee. The below guide walks through setting up employees and their PINs for accessing the Point of Sale...
Using Customer Account features in Rooteam POS
1. When an order is created using 'Customer Account' as a payment method, the receipt will display the amount placed on the account. 2. If a route was selected for the order, it can be settled when receiving it for pickup. To settle the order...
Importing Product Packaging
Packaging Import The below process can be used to add packaging to products after initially bringing them into Odoo. 1. In Products -> Product Variants, select the products which you would like to add packaging to. 2. Click on Actions -> Export ...
Product Import Guide
Overview The product import process for creating products with variants in Odoo involves several stages: Import Product Categories – Define product categories and their hierarchical structure. Import Product Attributes – Set up the attributes (e.g., size,...
Product Packaging - Import Guide
Instructions: Download the Product Packaging - Import Templates.xlsx and fill it out. Navigate to Product Packaging Import: Go to Sales App or Inventory App and locate Configuration > Product Packaging. Start the Import Process: Click ...
Pricelist Import - User Guide
Instructions: Navigate to the sales app and select 'Pricelists' from the products menu. Create a new pricelist or select existing ones. Click action and export In the export popup, select 'I want to update data (import-compatible export)' D...
Setting up SF Conversion
Setting Up SF (Square Feet) Conversion for Saleable Units in Odoo This setup will enable automatic conversion between square feet (SF) and different saleable units, like pallets or individual pieces, based on their size relative to 1 SF on a sale order. Over...