{"id":94712,"date":"2017-09-05T11:05:11","date_gmt":"2017-09-05T11:05:11","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=94712"},"modified":"2022-04-07T13:17:06","modified_gmt":"2022-04-07T13:17:06","slug":"odoo-pos-cash-drawer-alert","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-cash-drawer-alert\/","title":{"rendered":"User Guide For Odoo POS Cash Drawer Alert"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">INTRODUCTION<\/h3>\n\n\n\n<p>Cash management belongs to the day-to-day control of managing cash inflows and outflows.<\/p>\n\n\n\n<p><strong><em>When it comes to <\/em>a <em>financial establishment, cash management becomes very crucial in the business.<\/em><\/strong><\/p>\n\n\n\n<p>Similarly, while working in POS, cash management is required a lot as the cashier performs the activities related to cash. So, there should be a tool for controlling or managing it in a productive way.<\/p>\n\n\n\n<p>Therefore, we have come up with the <strong>\u2018Odoo POS Cash Drawer Alert\u2019 <\/strong>module. That facilitates the POS user to set a threshold limit on the maximum amount of cash that the POS Cash Drawer should contain. Moreover, the module also provides an alert feature that cautions the POS user when the threshold limit is reached.<\/p>\n\n\n\n<p>This will work as a reminder if a user needs to build his contingency reserves for possible events on a regular basis.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FEATURES<\/h3>\n\n\n\n<p>1. The Odoo POS cash drawer alert module allows the POS user to set the threshold limit for the cash drawer.<\/p>\n\n\n\n<p>2. Helps the POS user to manage cost-efficiently in the POS cash drawer.<\/p>\n\n\n\n<p>3. The cashier gets a pop-up when reaches on the threshold limit.<\/p>\n\n\n\n<p>4. It works as a reminder for the POS user.<\/p>\n\n\n\n<p>5. The cashier can set the \u201cCash Withdraw\u201d limit.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">INSTALLATION<\/h3>\n\n\n\n<p>1.) Once you purchase the Odoo POS Cash Drawer Alert 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_cash_alert\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 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_cash_alert\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 CONFIGURATION<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Odoo Back-end Configuration<\/strong><\/h4>\n\n\n\n<p>1. Initially, login to the Odoo database and then navigate to the Point Of Sale app.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1200x593.png\" alt=\"Login to the Odoo database and go to the POS app.\" class=\"wp-image-327944\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-768x380.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1536x759.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot.png 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>2. Now, click on the ellipsis and go to the settings of any POS session that you want to configure for the cash threshold.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1-1200x593.png\" alt=\"Then navigate to the settings of the POS session to configure the POS cash drawer alert.\" class=\"wp-image-327946\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1-768x380.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1-1536x759.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-1.png 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>3. Here, scroll down to the <strong>\u2018Payments\u2019 <\/strong>section. Now, set the <strong>\u2018Cash Threshold\u2019 <\/strong>so that whenever the cash drawer amount will be greater than the cash threshold amount. You can see an alert regarding the money taken out (Withdraw cash) in POS session. Also, <strong>&#8216;Set Maximum Difference&#8217;<\/strong> amount in the POS.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2-1200x593.png\" alt=\"Enable the cash control by suing the Odoo POS cash drawer alert.\" class=\"wp-image-327948\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2-768x380.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2-1536x759.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-2.png 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>4. Moving on, start the POS session that you have configured for cash threshold.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3-1200x593.png\" alt=\"Start the pos session where you want to use the POS Cash Drawer Alert.\" class=\"wp-image-327950\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3-768x380.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3-1536x759.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-3.png 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Now, click on the <strong>\u2018Open Session\u2019 <\/strong>to start the POS session.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/lh6.googleusercontent.com\/xTO7_57NAEnb-bAVg1wUkGIuILPbNdn-3afC_a5PZV80GHYAFDpcn9_iV-HqDTCBHasWbEZNzz_uq4g1jO8CAXp4F6sAxRoC1SaOMj-LXul9Amp5ZE6F_HLnozVG6oSX7d5O1o-Z\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/xTO7_57NAEnb-bAVg1wUkGIuILPbNdn-3afC_a5PZV80GHYAFDpcn9_iV-HqDTCBHasWbEZNzz_uq4g1jO8CAXp4F6sAxRoC1SaOMj-LXul9Amp5ZE6F_HLnozVG6oSX7d5O1o-Z\" alt=\"Click on the open session to start it.\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Front-end<\/strong> View of POS<\/h4>\n\n\n\n<p>6. When the cashier reaches the threshold limit of the POS cash drawer, then instantly, this pop-up will arise. Here, the cashier can immediately take the money out from the cash drawer by clicking on the <strong>\u2018Take money out&#8217; <\/strong>button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4-1200x593.png\" alt=\"Here a pop will be shown when cashier reaches the threshold limit.\" class=\"wp-image-327951\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4-768x380.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4-1536x759.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-4.png 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>7. Now, enter the required amount to take out from the cash drawer. Additionally, the cashier needs to mention the reason for taking money out. Then click on \u2018Proceed\u2019 and the amount will be taken out successfully.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5-1200x593.png\" alt=\"The POS user can ake the money out from the cash drawer in POS.\" class=\"wp-image-327953\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5-768x380.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5-1536x759.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2022\/04\/Screenshot-5.png 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/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-optional-product\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Optional Product<\/a><\/em><\/strong><\/p>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-gen-x\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Gen X<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NEED HELP?<\/h3>\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 any issues\/queries regarding the module then 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>Also, please explore our <a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Odoo development services<\/strong><\/a> &amp; a large 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\">support@webkul.com<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Cash management belongs to the day-to-day control of managing cash inflows and outflows. When it comes to a financial establishment, cash management becomes very crucial in the business. Similarly, while working in POS, cash management is required a lot as the cashier performs the activities related to cash. So, there should be a tool <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-cash-drawer-alert\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":383,"featured_media":94937,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007,2008],"tags":[5410,5418,1267,5414,5411,3395,1414,5412,5413,5417],"class_list":["post-94712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","category-point-of-sale-odoo","tag-cash-drawer","tag-cashwithdraw","tag-odoo","tag-odoo-cash-drawer","tag-odoo-cash-drawer-alert","tag-odoo-point-of-sales","tag-pos","tag-pos-cash-alert","tag-pos-drawer-alert","tag-threshold"],"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 Cash Drawer Alert - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo POS cash drawer Alert module facilitates the POS user to set the threshold limit for POS cash drawer. 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