POS Self Order Sale
Seamless integration between self-order and sales module. Manage online and offline orders on the same system, optimize business processes.
Overview
POS Self Order Sale module connects self-service ordering system with Odoo sales module, creating a complete omnichannel experience.
Orders from Self Order automatically sync with Sales, allowing unified management of all sales channels, from dine-in to online, on a single platform.
Key Features
Key points
• Automatic order sync - Self Order orders automatically create Sales Orders in Odoo
• Unified customer management - Customer information from Self Order saved to CRM
• Purchase history tracking - View complete customer order history across channels
• Cross-channel promotions - Apply Sales promotions to Self Order
• Real-time inventory management - Sync inventory updates between POS and Sales
• Consolidated reporting - Revenue reports from all sales channels
• Delivery workflow - Convert Self Order to delivery order if needed
• Automatic invoicing - Create sales invoices from Self Order
Target Users
Key points
• Restaurants with delivery - Manage dine-in and delivery orders on same system
• F&B chains - Sync customer data and orders between branches
• Sales managers - Track sales performance from all channels
• Marketing teams - Analyze customer behavior across channels
• Accountants - Reconcile revenue and issue invoices uniformly
Setup Instructions
Steps
1. Install POS Self Order Sale module in Odoo
2. Ensure Sales and POS modules are installed
3. Go to Point of Sale → Configuration → Point of Sale
4. Select POS to configure, enable "Self Order"
5. In Self Order tab, enable "Create Sales Order"
6. Select default Sales Team for Self Order
7. Configure order status (Draft, Confirmed, Done)
8. Set customer creation rules (automatic or manual)
9. Save configuration and test order creation
Workflow
Steps
1. Customer orders via Self Order and pays
2. System automatically creates Sales Order in Odoo
3. Sales Order contains customer info, products, prices
4. Order appears in POS for staff to process
5. Staff confirms and completes order
6. System updates Sales Order status to Done
7. Inventory automatically updated
8. Invoice created and sent to customer
Scenario 1: Restaurant with delivery
Customer orders via Self Order but wants home delivery. System creates Sales Order with delivery address, transfers to delivery department. Track delivery status in Sales.
Scenario 2: Loyalty program
VIP customer orders via Self Order. System automatically recognizes from CRM, applies 10% discount from loyalty program. Order saved to customer purchase history.
Scenario 3: Customer data analysis
Marketing team wants to know which customers frequently order online. Query Sales Orders from Self Order, analyze frequency, order value, favorite products for campaigns.
Scenario 4: Revenue reconciliation
End of month, accounting needs to reconcile revenue from all channels. Export Sales Order report including Self Order, cross-check with POS report and accounting books.
Scenario 5: Inventory management
Dish running out of ingredients. System updates inventory in real-time, automatically hides item in Self Order and POS menu to avoid orders that cannot be fulfilled.
Important Terminology
Key points
• Sales Order - Sales order in Sales module, contains detailed order information
• Omnichannel - Multi-channel sales, unified management on one platform
• Sales Team - Sales team, used to categorize and track orders
• Order Status - Order status: Draft, Confirmed, Done
• Customer Portal - Customer portal where customers view order history
• Delivery Order - Delivery order created from Sales Order when shipping needed
• Invoice - Sales invoice created from Sales Order after completion
Tips for Effective Use
Key points
• Categorize Sales Teams - Create separate Sales Team for Self Order for easy tracking
• Auto-confirm orders - Enable auto-confirm for online paid orders
• Configure automatic emails - Send order confirmation emails to customers
• Use tags - Tag "Self Order" for easy filtering and reporting
• Set up delivery workflow - Configure delivery method for orders needing shipping
• Integrate loyalty program - Connect with points program
• Track KPIs - Set revenue targets for each sales channel
• Train staff - Guide staff to process orders from multiple channels
System Requirements
Key points
• Point of Sale module installed
• Sales module installed
• POS Self Order module installed
• Sales Order access permission for POS staff
• Sales Team and sales workflow configured
Troubleshooting: Sales Order not created
Key points
• Check "Create Sales Order" enabled in POS configuration
• Ensure Sales Team is selected
• Check user permission to create Sales Order
• View error logs in Odoo
• Try creating Sales Order manually to check configuration
Troubleshooting: Customer information not syncing
Key points
• Check automatic customer creation configuration
• Ensure customer enters complete information when ordering
• Check duplicate detection in CRM
• Review customer merge rules
Troubleshooting: Inventory not updating
Key points
• Check inventory configuration in POS
• Ensure product has inventory tracking
• Review stock moves in Inventory
• Check location settings for POS
Troubleshooting: Product price incorrect
Key points
• Check pricelist applied to Self Order
• Ensure product price updated in Sales
• Review tax and discount configuration
• Check currency settings
Frequently Asked Questions
Key points
• Can Sales Order be edited after creation? - Yes, but be careful as it may affect POS order
• Do Self Orders count toward sales quota? - Yes, if assigned to Sales Team and salesperson
• Can Sales Order be cancelled? - Yes, but need to cancel corresponding POS order
• Can customers view their orders? - Yes, via Customer Portal if granted access
• Can invoices be created automatically? - Yes, configure in Sales settings
• Can Self Orders be delivered? - Yes, if delivery method configured
Business Benefits
Key points
• Unified management of all sales channels on one platform
• Increase 25% order management efficiency through automation
• Improve customer experience with omnichannel
• More complete customer data for marketing and CRM
• Reduce errors in data entry and reconciliation
• Accurate and real-time revenue reporting
• Easy to expand with new sales channels