How to Configure the Retail Shop in Odoo 18 POS

Setting up a retail shop in Odoo 18 involves more than just adding products. From configuring payment terminals to handling complex product combos, the Point of Sale (POS) module is the nerve center of your brick-and-mortar operations.

In this guide, we'll build the POS configuration for Urban Roots Market, a boutique organic store. We'll walk through setting up their product catalog, connecting hardware, and customizing receipts to ensure every customer interaction is smooth and branded.

Step 1: Creating the Shop Instance

Before we can sell, we need a "Shop" instance. In Odoo, you can have multiple shops (e.g., "Downtown Branch" vs. "Uptown Pop-up").

1. Go to the Point of Sale module.
2. Click Configuration > Settings.
3. Click + New Shop.
4. Name it: Urban Roots - Downtown.
5. Ensure "Bar/Restaurant" is unchecked (since this is retail).
6. Click Save.

Step 2: Configuring Payments & Hardware

For Urban Roots, we need to accept Cash and Credit Cards using a Stripe terminal.

Step 3: Receipt Personalization

A receipt is a marketing opportunity. Urban Roots wants to include their logo and a return policy.

Step 4: Product Combos (Bundles)

Odoo 18 introduces streamlined Product Combos. Urban Roots sells a "Weekly Veggie Box" where customers pick 3 items for a fixed price.

1. Go to Products > Product Combos.
2. Create a new combo: Weekly Veggie Box.
3. Add permitted items: Carrots, Spinach, Tomatoes, Bell Peppers.
4. Set the fixed price.
5. In the POS session, clicking this combo will prompt the cashier to select the 3 specific items the customer chose.

Step 5: The Sales Workflow

With configuration complete, here is the day-to-day workflow for the cashier:

• Open Session: Click "New Session" and count/verify the opening cash float.
• Add Items: Scan barcodes or tap product combos on the screen.
• Payment: Click "Payment", ask for Card or Cash. If Card, the terminal lights up automatically.
• Invoice: If the customer needs a tax invoice, click "Invoice" and select the customer before validating.
• Close Session: At end of day, "Close Session", count cash, and post the journal entries.

Conclusion

Configuring Odoo 18 POS is about balancing speed with data options. By effectively setting up your shop's hardware, receipt templates, and product combos, you enable your staff to focus on customer service rather than wrestling with the register. Urban Roots is now ready to serve the community!