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How to Set Up Cash Control in Odoo 15 POS

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How to Set Up Cash Control in Odoo 15 POS

  1. 1. Cash Control in Odoo 15 POS Enterprise www.cybrosys.com
  2. 2. INTRODUCTION Cash control allows you to check the amount of the cashbox at the opening and closing. You can thus make sure no error has been made and that no cash is missing.
  3. 3. ❖ Goto Point of Sale ❖ Click on kebab menu > Settings of Shop
  4. 4. ❖ Add or remove coins & Activate Set Maximum Difference
  5. 5. ❖ See last closing date and last closing cash and balance ❖ Start New Session
  6. 6. ❖ See a window that opens opening cash control ❖ Click on money details pop-up
  7. 7. ❖ See all the coins and bills available ❖ Add opening cache for session ❖ See according to that the total amount is updated ❖ Click on Confirm
  8. 8. ❖ See the money details are added to note. So this note will be used as a reminder when you close the session. ❖ See total opening cash ❖ Click on Open Session
  9. 9. ❖ Click on Customer
  10. 10. ❖ Choose Customer
  11. 11. ❖ Order Office Chair 2 quantity & LED Lamp1 quantity ❖ See the product details, total amount, taxes, loyalty points given to the customer & total loyalty points. ❖ Click on Customer Note
  12. 12. ❖ Add customer note
  13. 13. ❖ See Customer Note ❖ Click on Info
  14. 14. ❖ See product information
  15. 15. ❖ Add Discount to this order. This one is a global discount
  16. 16. ❖ See Global Discount details ❖ Click on Disc
  17. 17. ❖ See manual discount for LED Lamp 25% ❖ Click on payment
  18. 18. ❖ Choose Payment Method & Invoice. Then Validate
  19. 19. ❖ See order details inside the receipt. ❖ So you can send this receipt & invoice as email to customer ❖ Click on New Order
  20. 20. ❖ Click on cash in/out, taken some money out ❖ Mention amount that you have taken from cash box and provide reason ❖ Click on Confirm
  21. 21. ❖ Order a product & Set customer ❖ Click on Payment
  22. 22. ❖ Choose payment method and Validate it.
  23. 23. ❖ Click on Close ❖ Before closing session, see all the details like total orders, total amount, total payment, amount in customer account, money details were added as a note at the time of opening session.
  24. 24. ❖ See payment details under total expected cash, opening cash. We have taken money 600 from the cash box. See it is subtracted from the opening amount and then as we have done 2 orders. See total payment which is payments in cash and that is added with in opening amount.
  25. 25. ❖ Change the counted amount is same as cash. See now the difference is zero. ❖ Suppose if there is no difference when close the session.
  26. 26. ❖ See difference, if it has any difference this will accept the payment difference and post the profit and loss. Provide any notes by closing the session you can also add that. ❖ Click on Close Session
  27. 27. ❖ See last closing date, last closing cache, balance ❖ Click on Orders
  28. 28. ❖ See order details
  29. 29. ❖ Also group by session, cashier, customer
  30. 30. ❖ Click on Orders > Sessions ❖ See all the sessions
  31. 31. ❖ Open Session ❖ See closing date, opening date, state, open by cashier ❖ Click on Orders
  32. 32. ❖ See total orders
  33. 33. ❖ Click on Pickings ❖ See total pickings
  34. 34. ❖ Click on Payments ❖ See total payments and total amount
  35. 35. ❖ Click on Journal Items ❖ See journal items
  36. 36. ❖ Click on Cash Register ❖ See cash register
  37. 37. ❖ Click on Orders > Payments ❖ See payments
  38. 38. ❖ Goto Accounting > Reporting > Profit & Loss ❖ Check cash difference gain
  39. 39. ❖ Open & See difference 10 is added ❖ Click on Journal Entry
  40. 40. ❖ See journal entry, statements
  41. 41. ❖ Click on Statement
  42. 42. ❖ See Statements
  43. 43. For More Details Check our company website for related blogs and Odoo book. Odoo Book V15 Check our YouTube channel for functional and technical videos in Odoo. Cash Control in Odoo 15 POS
  44. 44. Thank You

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