POS Customer Management Odoo 18

Retail managers tracking POS customers in notebooks create service failure: cashier doesn't know regular customer Janet gets 10% loyalty discount because no profile exists in system, another customer needs invoice emailed but cashier writes email on receipt hoping accounting processes later (they don't), and frequent buyer purchases tracked nowhere so nobody knows who qualifies for rewards program—losing customer loyalty and repeat business through disorganized customer data.

Odoo 18 POS Customer Management centralizes customer data with direct POS creation functionality, automatic backend sync, multiple address support (billing/shipping), barcode scanning for quick lookup, payment terms and pricelist assignment, invoice follow-up automation, transaction history tracking via POS Orders smart tab—enabling personalized service and loyalty management without manual record-keeping.

Accessing Customer Management

Path: Point of Sale → Orders → Customers

Displays Kanban dashboard with customer profiles showing name, address, company, email, phone.

Creating Customers

1. Click New
2. Select type: Person or Company
3. Enter basic info:
   • Name
   • Company Name (if applicable)
   • Contact Information
   • Job Position
   • Email, Website
   • Tags for categorization
4. Configure additional tabs
5. Save

Contacts & Addresses

Add multiple addresses per customer:

• Billing address
• Shipping address
• Home vs office locations

Each address linked to single customer profile—enables accurate delivery routing.

Sales & Purchase Tab

Sales Settings:

• Salesperson: Assign account owner
• Payment Terms: Net 30, Net 60, etc.
• Pricelist: Apply special pricing (VIP, wholesale)
• Avalara Tax Code: Tax classification
• Delivery Method: Preferred shipping

Purchase Settings (B2B):

• Buyer assignment
• Payment terms
• Receipt reminders

Point of Sale:

Barcode: Assign barcode for quick POS lookup—scan customer card instead of typing name.

Fiscal Information:

Fiscal Position: Tax mapping rules based on region/structure. Ensures correct tax application per customer location.

Accounting Tab

Customer Invoices Section

• Invoice Sending: Method (e-Invoicing & Email)
• eInvoice Format: XML format for electronic invoicing
• Peppol ID: Endpoint identifier for PEPPOL network compliance

Invoice Follow-Ups

Manage overdue payments:

Creating Orders from POS

1. On POS terminal, click Customer button
2. Popup shows existing customers
3. Select customer OR click Create for new
4. Customer linked to order
5. View transaction history via POS Orders smart tab on customer profile

Best Practices

Use Barcodes for Frequent Customers: Print loyalty cards with barcodes. Customer scans at checkout = instant profile load with pricelist/discounts. Faster than typing names, zero errors.

Set Payment Terms Accurately: B2B customer gets Net 30? Configure in profile so every POS sale auto-applies terms. Prevents cashier mistakes creating billing disputes.

Enable Auto Follow-ups: Configure automatic reminders for overdue invoices. Customer misses payment? System sends reminder day 7, 14, 21 without manual intervention—improves cash collection 30%.

Use Cases

Conclusion

Odoo 18 POS Customer Management eliminates manual customer tracking with centralized profiles, direct POS creation, barcode scanning, automated invoicing, and transaction history. Enable personalized service and loyalty programs through integrated customer data accessible at point of sale.