{"id":40086,"date":"2016-01-22T12:45:23","date_gmt":"2016-01-22T12:45:23","guid":{"rendered":"http:\/\/webkul.com\/blog\/?p=40086"},"modified":"2023-01-10T07:04:44","modified_gmt":"2023-01-10T07:04:44","slug":"odoo-pos-internal-notes","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-internal-notes\/","title":{"rendered":"User Guide for Odoo POS Internal Notes"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>INTRODUCTION<\/strong><\/h2>\n\n\n\n<p><strong><em>Add a message in orders via Odoo POS Internal Notes!<\/em><\/strong><\/p>\n\n\n\n<p>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\u2019t allow entering internal notes on receipts or slips. But we can help you with this.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Further, the module helps you display a custom message or internal note on the pos receipt in the Odoo backend.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FEATURES<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Odoo POS Internal Notes allows the pos user to add internal notes in each order.<\/li>\n\n\n\n<li>POS users can decide whether to print internal notes on a slip.<\/li>\n\n\n\n<li>From the settings, POS users can enable internal note printing on receipts.<\/li>\n\n\n\n<li>POS user or Odoo admin can view the order note in the Odoo backend.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>INSTALLATION<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>\u2018wk_pos_order_notes.\u2019<\/strong><\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on <strong>\u2018Update Modules List.\u2019<\/strong><\/li>\n\n\n\n<li>In the search bar, remove all the filters and search<strong> \u2018wk_pos_order_notes.\u2019<\/strong><\/li>\n\n\n\n<li>You will be able to see the module in the search result. Click on \u2018<strong>Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WORKFLOW<\/strong><\/h2>\n\n\n\n<p>Let\u2019s start configuring Odoo POS Internal Notes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CONFIGURATION<\/strong><\/h3>\n\n\n\n<p>1. Once installed, go to <strong>\u2018Point of Sale&gt; Configuration&gt; Settings.\u2019<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37-1200x613.png\" alt=\"Configuring-odoo-pos-internal-notes-1\" class=\"wp-image-363836\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-37.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>2. On the settings page, locate the <strong>\u2018Order Note Option\u2019<\/strong> and tick the required boxes.<\/p>\n\n\n\n<p><strong>Add Note to Individual Orderlines-<\/strong> This will allow you to add notes on every order line.<\/p>\n\n\n\n<p><strong>Add Note to the Complete Order-<\/strong> This setting lets you add a note to the complete order.<\/p>\n\n\n\n<p><strong>Print Notes on the Receipt-<\/strong> Enabling this will permit you to show notes on the customer receipt.<\/p>\n\n\n\n<p><strong>Note Keywords Limit-<\/strong> This will limit the number of words you can add to the note.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38-1200x613.png\" alt=\"Configuring-odoo-pos-internal-notes-2\" class=\"wp-image-363837\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-38.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>ODOO POS SESSION<\/strong><\/h3>\n\n\n\n<p>3. In the POS session, select a customer and add products to the cart. Also, with the <strong>\u2018Customer Note\u2019<\/strong> option, you can add a note to an individual order line.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1200x613.png\" alt=\"Placing-order-in-odoo-pos-internal-notes\" class=\"wp-image-363838\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>4. On the order validation page, enter the note you want to add.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1-1200x613.png\" alt=\"entering-odoo-pos-internal-notes\" class=\"wp-image-363839\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-39-1.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>5. You can view the note on the customer receipt.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1200x613.png\" alt=\"odoo-pos-internal-notes-on-receipt\" class=\"wp-image-363840\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>VIEWING INTERNAL NOTES IN THE ODOO BACKEND<\/strong><\/h3>\n\n\n\n<p>6. In the Odoo backend, go to the <strong>\u2018Point of Sale&gt; Orders&gt; Orders.\u2019<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"614\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1-1200x614.png\" alt=\"Viewing-order-in-the-odoo-backend\" class=\"wp-image-363841\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1-1200x614.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1-768x393.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1-1536x785.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-40-1.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>7. On the orders page, select the recently placed order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41-1200x613.png\" alt=\"Order-page-in-odoo-point-of-sale\" class=\"wp-image-363842\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-41.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>8. On the Order page, move to the <strong>\u2018Notes\u2019<\/strong> tab to view the entered note.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"612\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42-1200x612.png\" alt=\"viewing-the-note-in-the-odoo-backend.\" class=\"wp-image-363843\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42-1200x612.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42-1536x783.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/01\/image-42.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>OTHER ODOO POS MODULES<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-POS-Sales-Commission.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo POS Sales Commission<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-POS-Change-Cashier.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>POS Change Cashier<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-POS-Carry-Bag.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo POS Carry Bag<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-POS-Clock.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo POS Clock<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-POS-Multi-Category.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>POS Multi Category<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/store.webkul.com\/Odoo-POS-Change-Logo.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo POS Change Logo<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NEED HELP?<\/strong><\/h2>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have doubts, issues, queries, or questions regarding the module, please raise a ticket at<a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/strong><\/a>.<\/p>\n\n\n\n<p>Also, please explore our <a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo development services<\/strong><\/a> &amp; an extensive range of quality <a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo Apps<\/strong><\/a><em>.<\/em><\/p>\n\n\n\n<p>For any doubt, contact us at <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>support@webkul.com<\/strong><\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019t allow entering internal notes on receipts or slips. But we can help you with this. Odoo POS Internal <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-internal-notes\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":383,"featured_media":40218,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007,2008],"tags":[13343,13346,1267,5025,1241,13348,13344,13347],"class_list":["post-40086","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","category-point-of-sale-odoo","tag-internal-notes","tag-notes-on-receipt","tag-odoo","tag-odoo-pos","tag-point-of-sale","tag-point-of-sale-internal-note","tag-pos-internal-notes","tag-receipt-notes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo POS Internal Notes - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo POS Internal Notes permits adding notes for internal reference or showing them to customers such as warranty details.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/odoo-pos-internal-notes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Guide for Odoo POS Internal Notes - Webkul Blog\" \/>\n<meta property=\"og:description\" content=\"Odoo POS Internal Notes permits adding notes for internal reference or showing them to customers such as warranty details.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/odoo-pos-internal-notes\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2016-01-22T12:45:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-01-10T07:04:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/01\/POS-Internal-Notes-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"825\" \/>\n\t<meta property=\"og:image:height\" content=\"260\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Mohd. 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