Multi-employee management

Odoo Point of Sale allows you to configure different access levels for employees and define which ones are authorized to log in to the POS register and switch between employees using a PIN code or an employee badge.

Configuration

To configure access levels for a point of sale, follow these steps:

1. Go to Point of Sale ‣ Configuration ‣ Settings and select the relevant Point of Sale.

2. Scroll down to the PoS Interface section.

3. Enable Log in with Employees and add employees to the following categories, ordered from least rights to most rights:

   • Supervised

   • Restrictive

   • Cashier

   • Manager

4. Click Save.

Note

• When Log in with Employees is enabled, only employees added to the Supervised, Restrictive, Cashier, or Manager categories can log in to the POS register.

• POS managers can only be added to the Manager category.

Permissions by employee category

Register management

The following table lists actions that are performed in the POS header or in the POS launch screen:

Action	Supervised	Restrictive	Cashier	Manager
Lock and unlock an open POS register	✓	✓	✓	✓
Open the POS register	✕	✕	✓	✓
Perform cash-in and cash-out operations	✕	✕	✓	✓
Close the current POS register	✕	✕	✕	✓
Access the orders overview to search and filter orders	✓	✓	✓	✓
Print or reprint invoices and receipts in the orders overview	✕	✓	✓	✓
Edit the payments of paid orders in the orders overview	✕	✕	✕	✓
Reload data	✓	✓	✓	✓
Enable Local Network Access	✓	✓	✓	✓
Open the customer display	✕	✓	✓	✓
Install the POS Progressive Web App	✕	✕	✓	✓
Create products	✕	✕	✕	✓
Print POS session reports	✕	✕	✕	✓
Access the Odoo backend interface	✕	✕	✕	✓

Note

Only the logged-in database user can go to the backend from the POS register.

Sales transactions

The following table lists actions related to sales transactions that are performed in the POS register:

Action	Supervised	Restrictive	Cashier	Manager
Apply presets to orders	✓	✓	✓	✓
Add products to orders and set product quantities	✓	✓	✓	✓
Add notes to orders	✓	✓	✓	✓
Process standard sales transactions	✕	✓	✓	✓
Assign customers	✕	✓	✓	✓
Create and edit customers	✕	✕	✓	✓
View product information	✓	✓	✓	✓
Favorite products and view product margins and costs	✕	✕	✓	✓
Reorganize the product selector	✕	✕	✓	✓
Edit products	✕	✕	✕	✓
Update restaurant orders that have been sent to the kitchen	✕	✓	✓	✓
Process refunds	✕	✕	✓	✓
Settle sales orders from the POS interface	✕	✕	✓	✓
Cancel orders	✕	✕	✓	✓
Generate invoices from the POS register	✕	✓	✓	✓
Split bills	✕	✕	✓	✓
Use the Customer Account payment method	✕	✕	✓	✓
Scan barcodes	✓	✓	✓	✓

Pricing and discounts

The following table lists pricing-related actions that are performed in the POS register:

Action	Supervised	Restrictive	Cashier	Manager
Select a pricelist	✕	✕	✓	✓
Apply discounts	✕	✕	✓	✓
Change a product’s price	✕	✕	✓	✓
Switch between fiscal positions	✕	✕	✓	✓
Give loyalty program’s rewards	✕	✕	✓	✓
Use gift cards and eWallets	✕	✕	✓	✓

Note

Activate the Price Control setting to allow only POS Managers to change the price.

Bookings

The following table lists actions related to bookings that are performed in the Booking POS interface:

Action	Supervised	Restrictive	Cashier	Manager
Reschedule bookings and update booking stages	✓	✓	✓	✓
Create, edit, and cancel bookings	✕	✕	✓	✓

See also

Access rights

Badge configuration

Employees can log in using a badge. To configure badge-based login, assign a unique badge ID to the employee’s profile in the Employees app:

1. Open the Employees app and select the relevant employee.

2. Go to the Settings tab.

3. The Attendance/Point of Sale/Manufacturing category offers two options:

   • Manually enter any badge ID in the Badge ID field.

   • Click Generate to automatically generate a unique badge ID.

4. Click Print Badge to generate a barcode representation of the assigned badge ID.

PIN code setup

For enhanced security, employees can be required to enter a PIN code each time they log in to the POS register. To set up a PIN code for an employee:

1. Open the Employees app and select the relevant employee.

2. Go to the Settings tab.

3. Enter a numerical code in the PIN Code field of the Attendance/Point of Sale/Manufacturing category.

Employee login

Once the Log in with Employees setting is enabled, employees must log in to access the POS register. They can scan their employee badge, click the icon (users) to select their name from the list of authorized employees, or enter their PIN code in the Enter your PIN field.

To switch between employees from the POS register, click the currently logged-in employee’s name at the top right of the POS interface and select the employee to switch to. Alternatively, click the (Lock) icon in the upper-right corner to lock the register, allowing the next employee to log in.

Note

If a PIN code is associated with an employee, they will be asked to enter it even after scanning the badge or selecting their name.

Tip

In the absence of a scanner, click the icon (barcode) to scan barcodes using your device’s webcam.