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POS Booking Orders
pos_book_order

POS Booking Orders

Create pickup or delivery booked orders from a POS session, with customer, dates and confirmation.

  • Odoo 17
  • Point of Sale
  • 17.0.1.0.0
1

Overview

Shops often take orders now for pickup or delivery later. This module adds a Book Order button to the POS with a popup for customer, phone, address, pickup and delivery dates, and notes. Booked orders are saved in a separate model with a sequence and appear in a Booked Orders screen where they can be confirmed. It depends on Point of Sale and is enabled per POS configuration.

2

Usage steps

  1. 1

    Enable booking

    In the POS configuration tick Enable Book Orders. The option loads the buttons into the session. Other shops stay unchanged.

    • Field: enable on pos.config
    • Per shop
  2. 2

    Prepare the cart

    The cashier adds products to an order as usual. Then presses the Book Order button. A popup opens.

    • Button BookOrderButton
    • Popup BookOrderPopup
  3. 3

    Enter booking details

    In the popup choose the customer, phone, address, pickup or delivery mode and dates, and add an order note. The pricelist and fiscal position come from the order. Amount total is shown.

    • Fields: Customer, Contact no, Delivery Address
    • Pickup Date, Delivery Date, Order Note
  4. 4

    Booking is saved

    The booking is created in the book order model with a reference from the sequence and lines. Taxes and totals are computed. The POS order is linked by a unique id.

    • Statuses: New, Confirmed
    • Reference Booking Ref
  5. 5

    Review booked orders

    Press the Booked Orders button to open the dedicated screen listing bookings with customer, dates, address and total. The back office also has list and form views. Filters help find a booking.

    • Screen BookedOrdersScreen
    • Backend list and form
  6. 6

    Confirm and print

    Press Confirm to change the booking to Confirmed. The order receipt includes booking data. The ticket screen also shows booked orders.

    • Button: Confirm
    • Receipt template extended
4

Roles

Benefiting roles
Role
Cashier
POS Manager
5

Dependencies

Back to version applications

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