{"id":93633,"date":"2017-08-25T12:58:46","date_gmt":"2017-08-25T12:58:46","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=93633"},"modified":"2022-04-05T13:03:05","modified_gmt":"2022-04-05T13:03:05","slug":"odoo-pos-rounding-off-amount","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-rounding-off-amount\/","title":{"rendered":"Odoo POS Rounding Off Amount"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">INTRODUCTION<\/h3>\n\n\n\n<p><strong><em>Rounding off helps to simplify financial reports!<\/em><\/strong><\/p>\n\n\n\n<p>This is undoubtedly crucial for all businesses to keep financial records and produce financial statements.<\/p>\n\n\n\n<p>As the figures are usually rounded to a more appropriate interval in order to maintain the important figures and make the statements easier to read. Similarly, in Point Of Sale, rounding off the difference to the nearest cents is one of the key concerns.<\/p>\n\n\n\n<p>Therefore, we have come up with the <strong>\u201cOdoo POS Rounding Off Amount\u201d <\/strong>module facilitates the POS users to round off the price of orders in Point of Sale during the payment. Moreover, the POS can also round off the amount automatically.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FEATURES<\/h3>\n\n\n\n<p>1. Odoo POS Rounding Off Amount module helps to round off the amount of orders in Point of Sale.<\/p>\n\n\n\n<p>2. The journal entries are managed automatically.<\/p>\n\n\n\n<p>3. The module allows the POS user to round off the amount in POS with both options as manually and automatically.<\/p>\n\n\n\n<p>4 The user can enable or disable automatic rounding from the backend.<\/p>\n\n\n\n<p>5. The payment method appears on the payment screen when the order is validated in POS.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">INSTALLATION<\/h3>\n\n\n\n<p>1.) Once you purchase the Odoo POS Rounding Off Amount module From Webkul store, you will receive the link to download the zip file of the module.<\/p>\n\n\n\n<p>2.) Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>\u201cpos_rounding\u201d.<\/strong><\/p>\n\n\n\n<p>3.) Copy and paste this folder inside your Odoo Add-Ons path.<\/p>\n\n\n\n<p>4.) Now, open the Odoo App and click on the Settings menu. Here, <strong>click on Activate the Developer Mode.<\/strong><\/p>\n\n\n\n<p>5.) Then, open on the Apps menu and click on the <strong>\u2018Update Modules List\u2019.<\/strong><\/p>\n\n\n\n<p>6.) In the search bar, remove all the filters and search <strong>\u201cpos_rounding\u201d.<\/strong><\/p>\n\n\n\n<p>7.) Now you will be able to see the module in the search result. Click on <strong>\u2018Install\u2019<\/strong> to install it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">WORKFLOW<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Back-end<\/em><\/strong><\/h4>\n\n\n\n<p>1. Initially, login to your Odoo database and navigate in the POS app.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/rsUZL70skDcKKQKRoNX7OnkGPn9TgCtcwOC8tlZwHP7g5lDkLy2oTDVyuskiAyKVhIzoUfXx1QQcq3XNl1ZXn5yAotllVbfmgoDhGRbMltA48EHs90X1O3B-tuhJx6Da5yQQ89hN\" alt=\"Login to the Odoo database.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Now, navigate in \u201c<strong>Payment Methods<\/strong>\u201d under the <strong>Configuration tab.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/ENwsxeWPDQaNR2_Qbbh1c7Xh86IR1z3d8oLqlYtXvwStyZOm2Kskrl-33JlM0gJUvpEApPnbP0NC2JORWFhyDom2tXVoNdg736gI-rXfFqGjxjA7JVQtL6ts0UEX6xj9nzZ1emIf\" alt=\"Navigate in payment methods.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Here, click on the \u201c<strong>Rounding<\/strong>\u201d option from the list below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/ynk341bDALRw0leMlOFnMPYFLSb7f55sr4BadHmPfrOTYXSt8UrH8dunwXCzz2R09oah-v6RZZ0_mZZ8uqC27apsxrNnck83ObmPDbTEAEA7y4eWnlz9dUh6qnCOF9KHBn0mPkGA\" alt=\"Configure the payment method for using rounding off.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Enable the <strong>Used For Rounding <\/strong>option to use this payment method in POS.<\/p>\n\n\n\n<p>Moreover, make it visible in POS and set the rounding value.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/xblyOkj5ma-3iTCJ2bxNE_Enmue8BT1Pb4mKLm1rvJi0jpPScYgT3sdfPz3EMNIQY1-OmDjHg4w05EpK8jw4yBVK72_bOML1bJ9G6Jq5GJ0CBU05O75eHN3YnS9bFooujtUCZCil\" alt=\"Set rounding off  &amp; make it visible in POS front-end.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Here, enable the \u201c<strong>Allow Automatic Rounding<\/strong>\u201d after which, whenever the user click on this payment method, a rounding payment line with a rounding amount will automatically be added if no rounding payment line exists for the order.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/DVSBlwKrT2-Y3moWQC7s3JROpxtrtw9wvWXmDRCBOoKxdeukrceQiqhp1iVyiZov_IztcLlEQSGJDnItzNWI8Vh173kuVhEpNcKvMQtcgMf0soEP7MW0YNGkGn0W5t3i0UoRexef\" alt=\"Enable the POS rounding off automatically.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Moving on, start any POS session you want.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/07\/download-2020-07-08T122742.052-1200x619.png\" alt=\"Start a pos session to use Odoo POS rounding off amount.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Front-end<\/em><\/strong><\/h4>\n\n\n\n<p>7. Click on the <strong>Rounding <\/strong>option to add a payment line for rounding off. In this case, the required amount has a lesser number than 5 so the tendered value is positive as per the rounding off rule.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/07\/download-2020-07-17T170356.048-1200x610.png\" alt=\"Click on rounding option to use rounding off.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. Similarly, in this case, the required amount has a higher number than 5 so the tendered value is negative as per the rounding off rule.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/07\/download-2020-07-17T183911.027-1200x620.png\" alt=\"download-2020-07-17T183911.027\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. When the POS user enables the <strong>Automatic Rounding<\/strong> then by clicking the corresponding payment method, the rounding payment line with the rounding amount is automatically added.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/07\/download-2020-07-17T170436.147-1200x618.png\" alt=\"POS user can round off the amount automatically also.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>10. Rounding off amount on the order receipt.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/bE0BgB_Hsp3uqD8ug98oUuhlrpJ_s1S9PNLJZEJGbiVJ7b0r9WOTuLBWRjFyNNeQ_URX5Z9DLI26o2RlLiZuME5nSqbxSaUiGAe-9Aw_lx4kNedy0QStmU0Bdt8ROhO_46A-Gd9Q\" alt=\"Rounding Off amount is appearing on the order receipt as well.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong><em>Also Read The User Guides For The Other Modules<\/em><\/strong><\/p>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-email-receipt\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Email Receipt<\/a><\/em><\/strong><\/p>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-barcode-screen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Barcode Screen<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NEED HELP?<\/h3>\n\n\n\n<p>Was this guide helpful? Please share your feedback in the comments below.<br>\ufeff<\/p>\n\n\n\n<p>If you have any issues\/queries regarding the module please raise a ticket at <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/a><\/p>\n\n\n\n<p>For any doubt contact us at <strong>Support@webkul.com.<\/strong><\/p>\n\n\n\n<p><br>Thanks for reading!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Rounding off helps to simplify financial reports! This is undoubtedly crucial for all businesses to keep financial records and produce financial statements. As the figures are usually rounded to a more appropriate interval in order to maintain the important figures and make the statements easier to read. Similarly, in Point Of Sale, rounding off <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-rounding-off-amount\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":319,"featured_media":93728,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007,2008],"tags":[1267,5025,5364,5365],"class_list":["post-93633","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","category-point-of-sale-odoo","tag-odoo","tag-odoo-pos","tag-odoo-pos-rounding-off","tag-rounding-off-in-pos"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo POS Rounding Off Amount | POS Rounding Off | - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo POS Rounding Off Amount module facilitates a POS user to round off the amount in POS. 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