{"id":506604,"date":"2025-09-15T14:07:50","date_gmt":"2025-09-15T14:07:50","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=506604"},"modified":"2025-12-02T07:05:18","modified_gmt":"2025-12-02T07:05:18","slug":"odoo-pos-pre-order-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-pre-order-documentation\/","title":{"rendered":"User Guide for Odoo POS Pre-Order\u00a0"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>I<\/strong>ntroduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-pos-pre-order.html\">Odoo POS Pre-Order<\/a> lets you manage orders easily by enabling pre-orders right from your POS screen. Perfect for new launches or out-of-stock items, so you never miss a sale.<\/p>\n\n\n\n<p>Allow customers to place advance orders and make partial payments with Odoo POS Pre-Order, adding flexibility to your retail operations and improving demand management.<\/p>\n\n\n\n<p>Track all pre-orders in the backend, simplify your workflow, and boost customer satisfaction with timely updates and flexible payments options using Odoo POS Pre-Order.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>F<\/strong>eatures<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Enable pre-orders for all or selected products<br><\/li>\n\n\n\n<li>Set minimum order quantity and advance payment amount<br><\/li>\n\n\n\n<li>Take pre-orders directly from the POS interface<br><\/li>\n\n\n\n<li>Collect partial payments while placing the order in Odoo POS Pre-Order<br><\/li>\n\n\n\n<li>Easily track and manage pre-orders from the backend<br><\/li>\n\n\n\n<li>Track order status using smart buttons in Sales Orders<br><\/li>\n\n\n\n<li>View pre-order details including invoice and delivery<br><\/li>\n\n\n\n<li>Handle in-stock and out-of-stock items effortlessly<br><\/li>\n\n\n\n<li>Split payment logic with clear POS and backend visibility<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>I<\/strong>nstallation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download <strong>module&#8217;s zip<\/strong> <strong>file<\/strong>.<\/li>\n\n\n\n<li>Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018<strong>pos_pre_order<\/strong>\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open Apps menu and click on \u2018<strong>Update Modules List<\/strong>.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>pos_pre_order<\/strong>\u2019<\/li>\n\n\n\n<li>You will be able to see module in the search results. Click on \u2018<strong>Activate<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>W<\/strong>orkflow<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After instaling Odoo POS Pre-Order, allow POS Pre-Order&nbsp; in Settings of Point of Sale.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pos-pre-order-config.webp\" alt=\"pos preorder config\" class=\"wp-image-506608\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pos-pre-order-config.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pos-pre-order-config-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pos-pre-order-config-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pos-pre-order-config-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Check the checkbox \u201cAllow POS Pre-order\u201d in a particular product.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/allow-pos-pre-order.webp\" alt=\"allow pos preorder\" class=\"wp-image-506610\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/allow-pos-pre-order.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/allow-pos-pre-order-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/allow-pos-pre-order-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/allow-pos-pre-order-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. In Pre Order Tab, General Configuration and Special Configuration options, here you can set the preorder minimum quantity maximum quantity and the minimum advance payment percentage.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/special-config.webp\" alt=\"special config\" class=\"wp-image-506611\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/special-config.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/special-config-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/special-config-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/special-config-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. In the Sales app, under the Orders tab, you will find the &#8216;Pre Orders&#8217; section, where you can view all pre-orders along with their invoice status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"554\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-orders-list-1.webp\" alt=\"preorders list\" class=\"wp-image-506613\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-orders-list-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-orders-list-1-300x148.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-orders-list-1-250x124.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-orders-list-1-768x380.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. POS order view shows product details, payment info, and a button to the related pre-order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-order-botton.webp\" alt=\"preorder button\" class=\"wp-image-506614\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-order-botton.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-order-botton-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-order-botton-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pre-order-botton-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Linked Sale Orders view displays associated sale order with customer, total amount, and invoice status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"341\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/linked-sale-order-with-pre-order.webp\" alt=\"linked sale order with preorder\" class=\"wp-image-506615\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/linked-sale-order-with-pre-order.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/linked-sale-order-with-pre-order-300x91.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/linked-sale-order-with-pre-order-250x76.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/linked-sale-order-with-pre-order-768x234.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. After completion of sale order invoice status changed to \u201cFully Invoiced\u201d from \u201cNothing to Invoice\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"345\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/fully-invoiced.webp\" alt=\"order fully invoiced\" class=\"wp-image-506616\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/fully-invoiced.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/fully-invoiced-300x92.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/fully-invoiced-250x77.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/fully-invoiced-768x237.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>POS Frontend<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>8. In Odoo POS Pre-Order frontend, products marked as \u201cavailable for Preorder\u201d are clearly labeled for easy identification during sale.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-1200x943.webp\" alt=\"products available for pre-order\" class=\"wp-image-506617\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/products-available-for-pre-order-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. A pop-up prompts to create a preorder when the selected product, showing quantity and advance payment details.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-1200x943.webp\" alt=\"pop-up for preorder\" class=\"wp-image-506618\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/pop-up-for-pre-order-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>10. Cashier enters the down payment amount based on the defined percentage using the numeric keypad pop-up.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/percentage-pop-up.webp\" alt=\"Down payment pop-up\" class=\"wp-image-506619\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/percentage-pop-up.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/percentage-pop-up-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/percentage-pop-up-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/percentage-pop-up-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>11. Order line is created for the advance payment product reflecting the preorder amount.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-1200x943.webp\" alt=\"orderline for advance payment \" class=\"wp-image-506620\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/orderline-for-advance-payment-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>12. Under the Actions tab in the POS frontend, a dedicated section for managing Preorders is available.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/action-tab-for-managing-preorder.webp\" alt=\"action tab for managing preorder\" class=\"wp-image-506621\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/action-tab-for-managing-preorder.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/action-tab-for-managing-preorder-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/action-tab-for-managing-preorder-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/action-tab-for-managing-preorder-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>13. A list of all preorders is displayed with details like order number, customer, company, total amount, and invoice status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/list-of-all-preorders.webp\" alt=\"list of all preorders in POS \" class=\"wp-image-506622\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/list-of-all-preorders.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/list-of-all-preorders-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/list-of-all-preorders-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/list-of-all-preorders-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>14. Smart split payment shows separate lines for the advance and remaining amounts, ensuring clear transaction visibility.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-1200x943.webp\" alt=\"spilt payment\" class=\"wp-image-506623\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/09\/split-payment-with-advance-and-balance-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>N<\/strong>eed Help?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo POS Pre-Order lets you manage orders easily by enabling pre-orders right from your POS screen. Perfect for new launches or out-of-stock items, so you never miss a sale. Allow customers to place advance orders and make partial payments with Odoo POS Pre-Order, adding flexibility to your retail operations and improving demand management. Track all <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-pre-order-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":663,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[14095,1515,590],"class_list":["post-506604","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo-point-of-sale","tag-preorder","tag-webkul"],"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 Pre-Order<\/title>\n<meta name=\"description\" content=\"Odoo POS Pre-Order lets you manage advance bookings, partial payments &amp; order tracking directly in your POS.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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