Reading list Switch to dark mode

    User Guide for Odoo POS Merge Category

    Updated 13 February 2023

    INTRODUCTION

    Sort products in your Odoo with Odoo POS Merge Category!

    Having the same product in multiple categories or vice versa can cause confusion and distress in product management.

    Hence, for sorting products and managing them conveniently, you need a solution that allows you to merge product categories and maintain proper product categories.

    Odoo POS Merge Category is designed to help you merge categories with just a click. Also, it enables you to sort products into different categories, so you can easily find the products you are looking for.

    FEATURES

    • Admin can create all product categories (Internal Categories) as POS categories with just a click.
    • Also, the admin can link products with POS categories.
    • Automate the process of adding product categories in Odoo POS.
    • This module enables you to add and merge product categories easily.
    • In POS, it connects all the products with their respective categories.

    INSTALLATION

    1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘pos_cat_merge.’
    3. Copy and paste this folder inside your Odoo Add-Ons path.
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
    5. Then, open the Apps menu and click on ‘Update Modules List.’
    6. In the search bar, remove all the filters and search ‘pos_cat_merge.’
    7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW CONFIGURATION

    1. Firstly, Log in to your Odoo backend and go to ‘Point of Sale> Configuration> POS Product Categories.’

    Searching for an experienced
    Odoo Company ?
    Find out More
    Configuring Odoo POS Merge Category 1.

    2. On the new page, you can see all the POS Product Categories.

    Configuring Odoo POS Merge Category2.

    3. Next, follow the path ‘Products>Products’ under the Point of sale mega menu.

    Configuring Odoo POS Merge Category 3.

    4. On the product page, click and open any product for which you want to add or edit category.

    Configuring Odoo POS Merge Category 4.

    5. After that, in the ‘Point of Sale’ under the ‘Sales’ tab, you can view and category of the product. Click on the icon next to the category box to open it.

    Configuring Odoo POS Merge Category 5.

    6. In the popup box, change the product category or add the ‘Parent Category’ of a product.

    Configuring Odoo POS Merge Category 6.

    7. Once done, click on ‘Configuration> Merge Category’ to open the available options.

    Configuring Odoo POS Merge Category 7.

    8. In the popup, you will get two options:

    8.1. Create All Remaining Categories On POS: This will let you create and merge categories that are not yet created in POS.

    8.2. Linked All Products With Corresponding POS Category: Through this option, you can link all corresponding categories with each other in POS.

    Configuring Odoo POS Merge Category 8.

    9. On clicking ‘Do it Now’ present next to ‘Create All Remaining Categories On POS,’ the system will create and merge the category with POS. And will show the message displaying the number of all merged categories.

    9.1 On a successful category merge, You can view all the merged categories by following the path ‘Configuration> POS Product Categories.’

    9.2 If there is no category to create or merge, it will show the ‘No new category(s) Found’ message.

    Merging categories in the Odoo backend.
    Merged POS product Category.
    Message when no new category is there to merge.

    10. Next, go to POS Dashboard and click on the ‘New Session’ button.

    Opening POS in Odoo.

    11. In the POS, you can see all the categories, as shown in the image below.

    Viewing all categories in Odoo POS 1.

    12. On Selecting a category, you can view all the categories which are merged under it.

    Viewing all categories in Odoo POS 2.

    OTHER ODOO MODULES

    NEED HELP?

    Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

    If you still have any issues/queries regarding the module, please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

    Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

    For any doubt, contact us at [email protected].

    Thanks for paying attention!!

    Current Product Version - 1.0.0

    Supported Framework Version - V15, V14, V13, V12, V11, V10, V9, V8

    . . .

    Leave a Comment

    Your email address will not be published. Required fields are marked*


    Be the first to comment.

    Back to Top

    Message Sent!

    If you have more details or questions, you can reply to the received confirmation email.

    Back to Home