Pricing features

Discounts

Discounts allow users to reduce the price of item lines in POS orders. The discount can be applied as a percentage of a product’s sale price or the total order amount.

To activate discounts, navigate to the POS settings, scroll down to the Pricing section, and enable:

• Global Discounts to allow users to set a discount on the entire order. Modify the default discount percentage in the Discount % field if needed.

• Line Discounts to allow users to set discounts on specific products in the cart.

See also

Discounts

Global discounts

To apply a discount on the whole order from the POS register, click the (vertical ellipsis) icon, then Discount. Set the discount percentage and click Confirm.

Line discounts

To set a discount on a specific product, select the product from the cart, click the % cart modifier from the pad, then use the numpad to set the discount.

Note

• Adding other products to the cart switches the cart modifier back to Qty automatically.

• To remove a discount, select the product from the cart, click %, then click ⌫

Discount and loyalty programs

Discount and loyalty programs provide flexible, customer-facing pricing strategies. Unlike pricelists, which define structured pricing rules, discount and loyalty programs are designed for promotional, time-sensitive, and public offers, such as seasonal sales, limited-time deals, or customer rewards.

To activate discount and loyalty programs in Point of Sale, navigate to the POS settings, scroll down to the Pricing section, and enable Promotions, Coupons, Gift Card & Loyalty Program.

Once the feature has been activated, go to Point of Sale ‣ Products ‣ Discount & Loyalty and configure the desired discount and loyalty programs. These programs are triggered when an order meets the defined requirements. Depending on the program type, rewards are either applied automatically or manually by the cashier.

See also

Discount and loyalty programs

Codes

To apply a discount code or a coupon, click the (vertical ellipsis) icon, select Enter Code, enter or scan the code, and click Apply.

Note

Coupon and next-order coupon codes are printed directly on customer receipts.

Promotions

Promotions are fully automated. They are applied to the order as soon as all program conditions (such as minimum spent or specific products) are met.

Buy X get Y

When the order qualifies for a Buy X get Y deal, the reward must be added manually. Click the (vertical ellipsis) icon, select Reward, and choose the desired item from the list.

Loyalty cards

To track or spend loyalty points, you must first select a customer in the POS register. Once selected, their Loyalty point(s) are displayed at the bottom of the cart and updated in real-time.

To redeem points for a reward, click the (vertical ellipsis) icon, select Reward, and choose the desired item from the list.

Gift cards and eWallets

Gift cards and eWallets are used by customers to pay for orders using a prepaid balance. Gift cards can be purchased, while eWallets hold store credit linked to the customer’s account.

To activate gift cards and eWallets in Point of Sale, navigate to the POS settings, scroll down to the Pricing section, enable the Promotions, Coupons, Gift Card & Loyalty Program setting, and click Save. Once activated, click Gift cards & eWallet under the same setting to configure the desired gift card and eWallet programs and generate gift cards and eWallets.

Tip

Alternatively, to configure and edit gift cards and eWallets, go to Point of Sale ‣ Products ‣ Gift cards & eWallet.

See also

Use eWallets and gift cards

Gift cards

Sell a gift card

After a gift card program has been configured, to sell new gift cards from the POS register, follow these steps:

1. Add the gift card product to the order.

2. Select the appropriate gift card program in the popover, if multiple programs exist.

3. Adjust the price and quantity, if necessary.

4. Click Payment and complete the transaction.

   Tip

   After the payment is validated, the gift card is automatically downloaded as a PDF containing the gift card code, based on the template selected in the Print Report field of the gift card program.

5. Print the generated gift card for the customer.

Tip

To email a gift card to a customer, navigate to Point of Sale ‣ Products ‣ Gift cards & eWallet, select the program, and click the Gift cards smart button. Then, click Send on the gift card’s row.

Sell a physical gift card

After a gift card program has been configured and gift cards generated, to sell pre-printed physical gift cards from the POS register, follow these steps:

1. Add the gift card product to the order.

2. Select the appropriate gift card program in the popover, if multiple programs exist.

3. Click Sell physical gift card? under the gift card product in the cart.

4. Enter or scan the physical gift card code in the popover.

5. Adjust the amount and expiration date, if necessary.

6. Click Add Balance.

   Tip

   If the gift card code already exists in Odoo, click Add existing Gift Card to attach it to the order.

7. Click Payment and complete the transaction.

8. Hand the physical card to the customer.

Print gift cards from the backend

Gift cards sold through the POS can be accessed and printed from the backend at any time. To print a gift card, follow these steps:

1. Go to Point of Sale ‣ Products ‣ Gift cards & eWallet.

2. Select a gift card program.

3. Click the Gift cards smart button.

4. Choose a gift card from the list.

5. Click the (Actions) icon, then go to Print ‣ Gift Card.

Redeem a gift card

After a gift card program has been configured and gift cards generated, to redeem gift cards from the POS register, follow these steps:

1. Click the (vertical ellipsis) icon.

2. Select Enter Code.

3. Enter or scan the code.

4. Click Apply.

Note

A warning popover appears if the gift card was not previously purchased through the POS. To accept the gift card and continue, click Ok.

eWallets

Credit an eWallet

After an eWallet program has been configured, to credit a customer’s eWallet from the POS register, follow these steps:

1. Click Customer, then select the relevant customer or create a new one.

2. Add the eWallet top-up product to the order.

3. Select the appropriate eWallet program in the popover, if multiple programs exist.

4. Adjust the top-up amount by modifying the product price, if needed.

5. Click Payment and complete the transaction.

Use an eWallet balance

After an eWallet program has been configured, to use an eWallet balance from the POS register, follow these steps:

1. Click Customer and locate the desired customer in the list.

2. Click the (vertical ellipsis) icon.

3. Select eWallet Pay.

4. Select the desired program from the popover if multiple eWallets exist.

Note

• Each eWallet is linked to a specific customer. A customer must be assigned to the order for the eWallet Pay option to be displayed.

• If customers have only one eWallet program, the available balance is applied automatically.

Pricelists

Pricelists allow you to automate price adjustments based on specific criteria. They can be used to set POS-specific prices, create temporary discount periods, reward loyal customers, or offer bulk-buy discounts.

Configuration

To enable pricelists in the Point of Sale app:

1. Navigate to Point of Sale ‣ Configuration ‣ Settings.

2. In the Pricing section, activate the Flexible Pricelists feature and Save.

3. Once the page reloads, click Pricelists to configure the pricelists.

4. When configured, return to the POS settings to add all relevant pricelists to the Available field, and select the one to be used as the Default.

Assign pricelists

To manually assign a pricelist to an order from the POS register, click the (vertical ellipsis) icon and the icon, followed by the currently selected pricelist’s name. Then, click the new pricelist to apply.

Tip

You can also set a pricelist to be selected automatically for a specific customer. To do so, go to Point of Sale ‣ Orders ‣ Customers, select the relevant customer, and assign a pricelist in the Pricelist field of the Sales section in the Sales & Purchase tab.

See also

• Pricelists

• Pricelists in eCommerce

Cash rounding

Cash rounding is used when the smallest physical currency denomination (the smallest coin) is higher than the minimum unit of account.

For example, in countries that have phased out one-cent and two-cent coins, businesses must round the total amount of a cash transaction to the nearest five cents. In Odoo, each point of sale can be individually configured to apply these rounding rules to bills and receipts.

Configuration

1. Go to Point of Sale ‣ Configuration ‣ Settings.

2. In the Payment section, enable Cash Rounding.

3. Enable Apply only on cash methods to deactivate rounding for card payments.

4. In the Rounding Method field, select an existing method or click Create to define a new one.

When creating a new rounding method, define the following:

• Rounding Precision: The value of the smallest coinage available (e.g., 0.05).

• Rounding Strategy: Choose how the adjustment is recorded:

  • Modify tax amount: The rounding difference is applied in the taxes section.

  • Add a rounding line: The rounding difference is added as a separate line on the receipt and the invoice.

• Profit Account and Loss Account: The accounts used to record the rounding discrepancies.

• Rounding Method: The tie-breaking rule used to determine the direction of the rounding (Up, Down, or Nearest).

Important

Odoo Point of Sale only supports the Add a rounding line rounding strategy.

Example

Example: Rounding a $19.92 total with a rounding precision of 0.05.

The final total changes depending on the rounding method selected in the configuration:

Rounding method	Resulting total	Logic
Up	$19.95	Always rounds toward the higher value.
Down	$19.90	Always rounds toward the lower value.
Nearest	$19.90	Rounds to the nearest 0.05.

Note

Rounding only applies to the Total of the receipt, not to individual product prices.

Flexible taxes (fiscal positions)

When running a business, you may need to apply different taxes and record transactions on various accounts based on the location and type of business of your customers and providers.

Fiscal positions allow you to define rules that automatically select the appropriate taxes and accounts used for each transaction.

See also

• Fiscal positions (tax and account mapping)

• Taxes

Configuration

To use fiscal positions, go to Point of Sale ‣ Configuration ‣ Settings, scroll down to the Accounting section, and enable Flexible Taxes.

Then, configure the fiscal position for your POS:

• Set the default fiscal position to be automatically applied to all sales in the selected POS using the Default field.

• Select additional fiscal positions in the Allowed field to make them selectable during sales.

Depending on the installed fiscal localization package, several fiscal positions are already preconfigured and ready to use in the POS. You can also create new ones if needed.

Note

• A default fiscal position can also be assigned to a customer.

• If no fiscal position is configured, the tax defined in the product’s Sales Taxes field is applied.

Tip

Use presets to define specific fiscal positions based on whether customers dine in, take their order to go, or have it delivered.

Apply fiscal positions

To apply a fiscal position to a POS order in the POS register, click the (vertical ellipsis) icon, click the Tax button, and choose the desired fiscal position from the list.