User Manual of Odoo POS User/Manager Validation

INTRODUCTION

Odoo POS User/Manager Validation brings transparency to action!

Having a transparent and secure system is what every owner desires. However, it’s impossible to validate every action in default Odoo POS, especially when you have multiple managers.

Odoo POS User/Manager Validation permits the admin to add authentication on several actions in the point of sale system. Validate actions like adding quantity, discounts, removing order lines, etc.

Moreover, the module adds a PIN to validate the action in the Odoo POS session. The module further sends a mail of entering the wrong PIN or regenerating a PIN.

It records the validation action in an order in the Odoo backend.

FEATURES

1. Odoo POS User/Manager Validation adds validation on numerous POS actions.
2. It allows you to enable validation from the listed actions.
3. The Odoo app generates a 4-digit PIN, which you can regenerate if you forget or miss it.
4. It Sends an email on entering the wrong PIN or regenerating the PIN to the owner.
5. It helps enhance security and bring transparency to the system.
6. Every manager’s validation action is recorded in the Odoo backend.
7. It creates an audit trail for all verification actions.

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

WORKFLOW

Let’s see how the Odoo POS User/Manager Validation works. But before that, explore our Odoo development services & an extensive range of quality Odoo Apps.

CONFIGURATION

1. Move to the ‘Point of Sale> Configuration> Settings’ and locate ‘Manager Validation.’ Now, check the boxes next to the actions that you want validated.

Also, click the ‘Generate/Update PIN’ button to generate a PIN.

2. After configuring the validation setting, you will see the PIN validation popup in the POS session.

3. A similar popup will appear on configured validation. 

4. If you type in the wrong PIN, the popup will show the remaining attempts.

5. You can view the list of actions that the manager approved for an order in the Odoo backend.

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 same, please raise a ticket at the UV Desk.

For any doubt, contact us at our support mail.

Thanks for paying attention!!