User Guide for Odoo POS Merge Category

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

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

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

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

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

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.

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

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

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.

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.