User Guide for Odoo POS Internal Notes

INTRODUCTION

Add a message in orders via Odoo POS Internal Notes!

Customers often want a note or message on a POS slip or receipt to remember something or for other purposes. But by default, Odoo POS doesn’t allow entering internal notes on receipts or slips. But we can help you with this.

Odoo POS Internal Notes permits you to add internal notes on POS receipts or slips. POS users can attach the message while taking an order for internal purposes. In addition, you can print the internal notes on receipts too.

Further, the module helps you display a custom message or internal note on the pos receipt in the Odoo backend.

FEATURES

• Odoo POS Internal Notes allows the pos user to add internal notes in each order.
• POS users can decide whether to print internal notes on a slip.
• From the settings, POS users can enable internal note printing on receipts.
• POS user or Odoo admin can view the order note in the Odoo backend.

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- ‘wk_pos_order_notes.’
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 ‘wk_pos_order_notes.’
7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Let’s start configuring Odoo POS Internal Notes.

CONFIGURATION

1. Once installed, go to ‘Point of Sale> Configuration> Settings.’

2. On the settings page, locate the ‘Order Note Option’ and tick the required boxes.

Add Note to Individual Orderlines- This will allow you to add notes on every order line.

Add Note to the Complete Order- This setting lets you add a note to the complete order.

Print Notes on the Receipt- Enabling this will permit you to show notes on the customer receipt.

Note Keywords Limit- This will limit the number of words you can add to the note.

ODOO POS SESSION

3. In the POS session, select a customer and add products to the cart. Also, with the ‘Customer Note’ option, you can add a note to an individual order line.

4. On the order validation page, enter the note you want to add.

5. You can view the note on the customer receipt.

VIEWING INTERNAL NOTES IN THE ODOO BACKEND

6. In the Odoo backend, go to the ‘Point of Sale> Orders> Orders.’

7. On the orders page, select the recently placed order.

8. On the Order page, move to the ‘Notes’ tab to view the entered note.

OTHER ODOO POS MODULES

• Odoo POS Sales Commission
• POS Change Cashier
• Odoo POS Carry Bag
• Odoo POS Clock
• POS Multi Category
• Odoo POS Change Logo

NEED HELP?

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

If you still have doubts, issues, queries, or questions 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!!