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    Odoo POS Salesperson’s Requests & Grievances

    INTRODUCTION

    Communication plays a very significant role in all businesses.

    A good communication tool can lead your business towards more accuracy at work, which will surely help you to boost your profitability.

    Similarly, in Point Of Sale, maintaining a fast & effective communication is very crucial. Often, the cashier needs to communicate with the manager regarding the complaints or getting errors or many reasons. Moreover, whenever any customer complaints for anything, you can convey the same to the manager to be improved.

    Therefore, we have come up with the “Odoo POS Salesperson’s Requests & Grievances”. This module facilitates the POS user to request and complaint about any issue from the running POS Session. Moreover, a POS user can create several predefined requests like- Sale Order, Purchase Order, Draft Invoice from the running POS Session. Then the manager can inspect the request and can take the required action regarding the same.

    FEATURES

    1. The Odoo POS salesperson’s requests & grievances module helps to improve internal communication.

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    2. The POS user can create requests regarding any issues or queries from the running POS session.

    3. The POS user has both the option to request the manager as predefined requests and custom requests.

    4. The preset requests category allows the POS user to create a sales order quotation, quotation for a purchase order, and invoice from the Odoo POS.

    5. The custom requests category allows the POS salesman to generate requests regarding issues, queries, or grievances.

    6. All the generated requests are saved in the back-end for the Odoo manager or resolution to take action.

    INSTALLATION

    1.) Once you purchase the Odoo POS Salesperson’s Requests & Grievances module 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_salesperson_request”.

    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 on the Apps menu and click on the ‘Update Modules List’.

    6.) In the search bar, remove all the filters and search “pos_salesperson_request”.

    7.) Now you will be able to see the module in the search result. Click on ‘Install’ to install it.

    Back-end

    1. Initially login to the Odoo database and navigate to the Settings.

    Login to Odoo and navigate in the settings.

    2. Now, go to the Users under the Users & Companies tab.

    Go to the users under users & companies.

    3. Here select the Salespersons request types. Additionally, you can create the request by clicking on Create and Edit.

    Add the requests for the POS user.

    4. Here you can create the new request accordingly.

    Creating a new request.

    5. As you can see the created request has been added.

    Newly created request has been added.

    6. Now, navigate to the Point Of Sale app.

    Now Navigate in POS to use the Odoo POS Salesperson's Requests & Grievances module.

    7. Start the POS session.

    Start the POS session you want.

    Front-end

    8. Create a sales order request from the POS front-end, it will be saved as a Quotation at Odoo Backend. Later the manager can confirm it.

    Here POS user can create a sales order request to send the manager.

    9. Now, click on the “Create Sales Order” to create it.

    Click on the create sale order to create the request.

    Back-end

    10. Now, navigate to the “Request” under the Orders tab. To view requests.

    Locating all request page.

    11. Here all the created requests from the POS front-end will be appearing.

    Here is the list of all created requests and grievances by teh POS user.

    12. This is a sales order request, click on “Sales Order” to check the order.

    Back-end view of a created sales order.

    13. Here is the sales order that can be Confirmed ansCanceled. 

    Now the manager can confirm or cancel the sales order request.

    Front-end

    14. Now, we are creating a purchase order request.

    Creating a purchase order from POS front-end.

    Back-end

     15. Now, click on the Purchase Order.

    View the purchase order by POS Salesperson's Requests & Grievances.

    Front-end

    16. Similarly, now we are creating a request for the Invoice.

    Creating an invoice request.

    Back-end

    17. Here is the created request for the invoice now click on the Invoice.

    Here click on the invoice to view it.

    18. Now, the invoice can be posted.

    Now the invoice can be posted by the manager.

    Front-end

    19. In case, the POS user is facing any issue while working in POS, then He can create a Custom Request.

    Creating  a custom request by using Odoo POS Salesperson's Requests & Grievances module.

    20. Write the issues the POS user is facing then the manager can view and take action accordingly.

    Here add the title and request to send the manager.

    21. Now, click on the Custom Request to create it successfully.

    Click on the custom requests to create it successfully.

    Back-end

    22. Here is the Custom request along with the issue that the POS user reported to be resolved by the manager. Click on Resolved when the issue has been fixed completely.

    Here's the Back-end view of the created custom request by the POS user.

    23. Now, the manager needs to write that the reported issue has been fixed along with the reason.

    The manager needs to fill the section once the reported issue has been resolved.

    24. So, the issue has been resolved you can view its stage as ‘Resolved‘ and the reason.

    The issue has been resolved by the manager using the  Odoo POS Salesperson's Requests & Grievances.

    Also Read The User Guides For The Other Modules

    Odoo POS Gen X

    Odoo POS Invoice Offline

    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 then please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/

    Also, please explore our Odoo development services & a large range of quality Odoo Apps.

    For any doubt contact us at [email protected].

    Thanks for paying attention!!

    Current Product Version - 1.0

    Supported Framework Version - V15, V14, V13, V12, V11

    . . .
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