Use case 4: POS

odoo.com/fr_FR/slides/slide/use-case-4-pos-1211

90 min
preparation

60 min
with your onboarder

Why this task?

Implementing the POS (Point of Sales) application is never easy as it requires

knowledge about hardware and infrastructure, regulations (black box)... This use case
aims to give you a better understanding of the module but also on the way to deal with
all the external requirements that are all part of the proper implementation of this
module.

How to handle it?

Before the session:

Create a database and make the use case.

If you have the hardware: Install an IOT BOX and print a ticket as evidence you
connected a printer with the IOT box.

During the session (with the consultant):

Ask your questions about the case.

Discuss your answers.

What is this task about?

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The complexity of the sales at the counter hides more than you could think of. This task will
help you to have a first look at the complexity and constraints of the POS implementation
before having your first project.

The use case

Introduction

The purpose of this use case is to simulate a kick-off call with the owner of a restaurant:
Pépé Café. He just purchased a 50 hours of consulting and is very excited about launching
Odoo in his restaurant.

He purchased the following apps:

Sales

PoS

Invoicing

Inventory

After having introduced yourself and the methodology, your SPOC starts to explain his
business.

General Business

In addition to our catering service, we offer our customers the possibility to eat in our
shop. Concretely, we have a display case with the daily meals we prepare. We have a
fridge where we stock all our orders. We also have some tables where our customers
can eat: 6 tables close to our display case and 3 tables on our terrace.

To summary, we offer 3 main services to our customers :

Eat in our shop

Purchase and direct pickup
Purchase and later shipping

I will now give you more information about our need for each service.

1. Eat in our shop

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Customers can eat our daily meals on our shop’s tables.

As previously mentioned, we have 6 tables inside and 3 tables on the terrace. We

have 4 product categories: drinks, appetizers, main courses, desserts. We want
our waiter to find the tables and meals as easily as possible. We would like to
make it as visual as possible. Could we add pictures to make it clearer?
I want my waiter to use a tablet to book the orders. He also must be able to put a
note for the kitchen to keep track of information for each meal.
We have wine and beer recommendations for every meal we sell. We want our
waiter to easily have access to them in order to give the best service to our
customers. We have a large wine and beer panel, and we do not want him to lose
much time in searching manually for the beverages. Can we add this information
for each meal? Do you have a tool to select the recommended beverages easily?
Sometimes, customers want to split the bills. You know, nobody wants to pay for
the entire table... Sometimes they want to pay for what they ate, sometimes they
just want to divide by the number of guests. I want a tool which allows us to
easily split the bill in both ways.
I don’t want my waiter to lose time to find who ordered something. When a table
wants to pay the bill, I want my waiter to be able to directly check the total.
My waiter often receives tips. How can he handle them?

2. Purchase and direct pickup

They can buy meals from our display case and take it directly back home.

How can I handle those orders with the POS? Obviously, these customers are not
eating at a table but I do not want to use another point of sales for these kinds of
sales.
As you probably know, the tax they pay is lower if they order take-away. The final
price is the same for me, but the tax is different. How could I handle this?
A lot of my customers are coming during their lunchtime as they are working in
the neighborhood. It happens that a customer forgets to ask for the ticket in
order to be reimbursed by their employer. I want to be able to print tickets until 1
week after the day of the order. For example, a customer came to the restaurant
this Monday, and when they got back to the office, they realized that they forgot
to ask for their ticket. They came back to the restaurant on the next Monday and
asked me to print out their ticket from the previous time. How can I do this?
Could I also reprint an invoice?

3. Purchase and later shipping

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They can order meals in advance and be delivered later. This option is commonly
used for birthdays or business events. We deliver food and beverages. We have a
large panel of really good wine…

For this service, clients are used to reaching us by phone or email. Those orders
are generally quite long. We do not take them in the display case, we would
create too much queue. They explain what they want and when they want to be
delivered. If it’s a business party, it is at the date of the event.
To confirm the order, we ask them to pay a 30% down payment directly in our
shop. The delivery boy will ask them to pay for the rest at the moment he ships
the order. They must be able to ask for an invoice because we also work for
companies directly.
Talking about payments: we have different payment methods. In the shop, we
use cash and Adyen. When we do the deliveries, the client can pay by cash or by
SumpUp Air (Portable Payment Terminal). Are our payment terminals integrated
with Odoo? I saw on your website that you have some kind of hardware to
connect all devices to the point of sales. Is it mandatory to use it with my
payment terminal? What about other devices?
These kinds of customers are not always drinking everything we sold. We
usually offer to refund each bottle that has not been opened. How could I handle
this?

Other needs

Cash in/out

We sometimes have to take cash from our cash register during the day. For example:
to buy some cleaning products. How can we easily do it? I do not want to lose time
closing my POS session.

Customer loyalty

We always seek to improve our customers' loyalty. Indeed, we have decided to have a new
loyalty program implemented within Odoo. We are looking for a scoring system based on the
total amount spent by our customers and we would like to assess one point for each euro
spent and to reward the customer with a discount of 20 euros on the next dinner when 150
points are reached. Moreover, I want a monthly report to evaluate the amount of total points
scored by each customer. How can I achieve this?

Christmas is good for our business because, you know… But as you may know, the month
after is always more complicated. That’s why, every year in January, we propose a 10%
discount to our customers if they use a specific promotion code that we sent by email before.
Is it possible to use such a feature?

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We give the possibility to buy gift cards for family and friends. Those gift cards come from a
supplier, so they come with a previously defined code and amounts. How can I enter those
cards in the database?

Output

With this task you should be able to:

Know the basics features and constraints of the POS application.

Know how to install the IOT BOX.

Handle different business constraints for a shop/restaurant.

You should have a better overview of what it requires to think of when implementing the
POS. You should also have a better idea of the configuration options of the POS.

Don't hesitate to comment this section by clicking on the "comments" below.

PS : You need to exit the full screen mode of the elearning for this.

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