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How to Set Up Cash Control in Odoo 15 POS
- 1. Cash Control in Odoo15 POS Enterprise www.cybrosys.com
- 2. INTRODUCTION Cash control allowsyou to check the amount of the cashbox at the opening and closing. You can thus make sure no error has been made and that no cash is missing.
- 3. ❖ Goto Pointof Sale ❖ Click on kebab menu > Settings of Shop
- 4. ❖ Add orremove coins & Activate Set Maximum Difference
- 5. ❖ See lastclosing date and last closing cash and balance ❖ Start New Session
- 6. ❖ See awindow that opens opening cash control ❖ Click on money details pop-up
- 7. ❖ See allthe coins and bills available ❖ Add opening cache for session ❖ See according to that the total amount is updated ❖ Click on Confirm
- 8. ❖ See themoney details are added to note. So this note will be used as a reminder when you close the session. ❖ See total opening cash ❖ Click on Open Session
- 9. ❖ Click onCustomer
- 10.
- 11. ❖ Order OfficeChair 2 quantity & LED Lamp1 quantity ❖ See the product details, total amount, taxes, loyalty points given to the customer & total loyalty points. ❖ Click on Customer Note
- 12. ❖ Add customernote
- 13. ❖ See CustomerNote ❖ Click on Info
- 14. ❖ See productinformation
- 15. ❖ Add Discountto this order. This one is a global discount
- 16. ❖ See GlobalDiscount details ❖ Click on Disc
- 17. ❖ See manualdiscount for LED Lamp 25% ❖ Click on payment
- 18. ❖ Choose PaymentMethod & Invoice. Then Validate
- 19. ❖ See orderdetails inside the receipt. ❖ So you can send this receipt & invoice as email to customer ❖ Click on New Order
- 20. ❖ Click oncash in/out, taken some money out ❖ Mention amount that you have taken from cash box and provide reason ❖ Click on Confirm
- 21. ❖ Order aproduct & Set customer ❖ Click on Payment
- 22. ❖ Choose paymentmethod and Validate it.
- 23. ❖ Click onClose ❖ Before closing session, see all the details like total orders, total amount, total payment, amount in customer account, money details were added as a note at the time of opening session.
- 24. ❖ See paymentdetails under total expected cash, opening cash. We have taken money 600 from the cash box. See it is subtracted from the opening amount and then as we have done 2 orders. See total payment which is payments in cash and that is added with in opening amount.
- 25. ❖ Change thecounted amount is same as cash. See now the difference is zero. ❖ Suppose if there is no difference when close the session.
- 26. ❖ See difference,if it has any difference this will accept the payment difference and post the profit and loss. Provide any notes by closing the session you can also add that. ❖ Click on Close Session
- 27. ❖ See lastclosing date, last closing cache, balance ❖ Click on Orders
- 28. ❖ See orderdetails
- 29. ❖ Also groupby session, cashier, customer
- 30. ❖ Click onOrders > Sessions ❖ See all the sessions
- 31. ❖ Open Session ❖See closing date, opening date, state, open by cashier ❖ Click on Orders
- 32. ❖ See totalorders
- 33. ❖ Click onPickings ❖ See total pickings
- 34. ❖ Click onPayments ❖ See total payments and total amount
- 35. ❖ Click onJournal Items ❖ See journal items
- 36. ❖ Click onCash Register ❖ See cash register
- 37. ❖ Click onOrders > Payments ❖ See payments
- 38. ❖ Goto Accounting> Reporting > Profit & Loss ❖ Check cash difference gain
- 39. ❖ Open &See difference 10 is added ❖ Click on Journal Entry
- 40. ❖ See journalentry, statements
- 41. ❖ Click onStatement
- 42.
- 43. For More Details Check ourcompany website for related blogs and Odoo book. Odoo Book V15 Check our YouTube channel for functional and technical videos in Odoo. Cash Control in Odoo 15 POS
- 45.