Lead distribution report

# Lead distribution report

A lead distribution report can be used to see if active leads are being assigned equitably
across sales members. It can also be used to view the distribution of good or quality leads , and see how frequently each salesperson is receiving (and keeping) leads.
Lead distribution reports can be run each week to help keep salespeople on track, while
providing them with ample good leads. These reports can also be used to see whether sales members
are staying productive, if good leads are being lost too often by one salesperson, and what
percentage of good leads are being retained overall.

## Create lead distribution reports

To create a lead distribution report, first navigate to CRM app â£ Reporting â£
Pipeline , which reveals the Pipeline Analysis dashboard.
Remove all the default filters in the search bar at the top of the page. Doing so
displays data related to all leads.
Custom filters can now be added by clicking the (down caret) icon, to the right of the search bar, to reveal a drop-down menu of search
and filter options.
Three columns are displayed: Filters , Group By , and Favorites . To begin, navigate to the bottom of the Filters column, and click Add Custom Filter . This opens an Add Custom Filter pop-up
window, where the essential filters can be added one at a time.

### Essential filters

The following filter conditions are used to create a basic lead distribution report. Together they
gather all leads created within a certain timespan that have an associated contact method and have
been assigned to a sales team.

#### Lead creation date

Click the first field, under Match any of the following rules: , that has the value Country in it. In the popover that appears, type Created on in the search bar, or
scroll to search through the list to locate and select it.
`Createdon`
Then, in the second field of that row, select >= from the drop-down menu. This operator only includes values greater than (or equal to) the value in the third, rightmost field.
The third field on the Add Custom Filter pop-up window should contain the earliest date
leads are selected from.
For example, setting 01/01/2024 00:00:00 only includes leads created from, and including, the
first day of 2024.
`01/01/202400:00:00`

#### Sales team

Click New rule to add another row to the form, and choose Sales Team for
this ruleâs parameter. Then, click the second field of the new rule, and select contains from the drop-down menu. Selecting this operator filters for any records that contain the words in
the third, rightmost field.
For certain pre-determined, limited choices like a sales team, the is in operator
helps make for an easier and more accurate selection, via a drop-down menu in the third field,
instead of risking a typo or incorrect value in the text box field that accompanies the contains operator.
In this third field, enter the name of the desired sales team(s) that are to be included in the
report. It is important for all contains argument values to be specific enough and
spelled correctly as they exist in Odoo, otherwise this risks returning multiple (or zero) values.
By adding more than one rule to the form, a new option emerges at the top of the pop-up window
above all the filters, to specify whether any or all of the conditions should match. This distinction is
important to set correctly, as it impacts the driving logic of how the filters return data.
Click the default any menu item and be sure the all option is chosen instead. This setting will only show records that match all the rules contained inside the form.

#### Contact method

The instruction below is not necessary, however, itâs highly recommended to add a set contact
value to the reportâs search criteria. A lot of spam, duplicate, or low quality leads can easily
be screened out of the report simply by adding either a set Phone or Email rule.
Add another New rule to the form and set the first field to the first field to Phone . Then, select is set from the drop-down menu in the second field.
Selecting this operator only filters for records that have a phone number associated with the
lead.
Alternatively (or in addition to the above rule), click New rule and set the first field
to Email . Then, select is set from the drop-down menu in the second field.
These rules add only leads with an associated contact method to the report.

#### Active status

Click the (Add branch) icon to the right of the Phone is set line,
to add a new rule that branches from the rules above.
`Phoneisset`
Two horizontal sets of fields appear below a line showing any of: option. This setting filters for records that match any of the rules contained
inside. This uses the same logic as an OR ( | ) logical operator.
`|`
Set the first field to Active . Then, select is set in the next field.
Next, click the (Add New Rule) button next to Active is set to create a new line of fields beneath it.
Set the first field to Active . Then, select is not set in the next field.
This rule adds the activity status of the lead to the report.
Active status is an important filter to include when creating a lead distribution report because
it includes all leads regardless of won/lost or active/inactive status in the report. This
provides a comprehensive view of all the leads assigned to each sales member.

#### Group by

Once all filters are set, click the Add button to add these filters to the search bar.
To have the report grouped appropriately, click the (down caret) icon, to the right of the search bar, and click Salesperson in the Group
By section. All results are now grouped by the salesperson assigned to each lead.
Once the rules for the filter are set, click the purple Confirm button at the bottom of
the pop-up menu to save the custom filter and close the pop-up menu.
The Pipeline Analysis dashboard is now displayed again with each filter rule in the
search bar.
Click the (Graph) icon, to the right of the search bar, to view
the report as a bar chart. Alternatively, click the (List) icon to
view leads in a grouped list.
To save the filter so it can easily be re-applied, click the Save current search button in the Favorites section of the search bar drop-down menu.
Next, type a name for the filter in the text box below. Check the Shared checkbox to
have the filter shared with any user with access to the pipeline. Finally, click the purple Save button below to save the filter.
The filter will now appear with the name it was given under the Favorites section of
the drop-down menu and can be re-applied by clicking on it.

### Filter for quality leads

The following additional conditions are provided as an example of a good , but not comprehensive ,
set of rules for finding quality leads. These filters should be applied on top of the Essential filters in the order specified to achieve a heavily-detailed
filter.
- Referred-by: Filter for referrals, such as by appointment or sales member.
Referred-by: Filter for referrals, such as by appointment or sales member.
- Source: Filter for specific source UTMs, such as Facebook or LinkedIn.
Source: Filter for specific source UTMs, such as Facebook or LinkedIn.
- Notes: Filter for internal notes.
Notes: Filter for internal notes.
- Tags: Filter for categorical tags.
Tags: Filter for categorical tags.
- Email: Filter for specific email domains, such as gmail.com or yahoo.com.
Email: Filter for specific email domains, such as gmail.com or yahoo.com.
- Salesperson: Filter for leads associated with certain sales members.
Salesperson: Filter for leads associated with certain sales members.
These conditions can be added, removed, or modified to best fit the desired information in the
report.
- Add rules for quality leads
Add rules for quality leads
- Search, filter, and group records
Search, filter, and group records

Create lead distribution reports
Essential filters
Filter for quality leads


# Assign leads with predictive lead scoring

The Odoo CRM app can automatically assign leads/opportunities to sales teams and salespeople. A
standard practice is to assign leads based on the probability of winning each lead. Companies can
prioritize the leads that are more likely to result in successful deals by quickly assigning them to
the appropriate salespeople.
Odoo automatically calculates the probability of winning each lead using a method called predictive
lead scoring .

## Predictive lead scoring

Predictive lead scoring is a machine-learning model that uses historical data from Odoo CRM to
score open leads/opportunities.
As a company processes opportunities through the CRM pipeline, Odoo collects data on which
opportunities are won and lost. Predictive lead scoring uses this data to predict the probability of
winning each new lead or opportunity.
The more opportunities that are sent through the CRM pipeline, the more data Odoo collects,
resulting in more accurate probabilities.
Specifically, Odooâs predictive lead scoring uses the naive Bayes probability model:
Breaking down the equation:
- P(A|B) = The probability of a successful lead in this case
P(A|B) = The probability of a successful lead in this case
- P(A) = The overall probability of a lead being successful regardless of the conditions
P(A) = The overall probability of a lead being successful regardless of the conditions
- P(B|A) = The probability of this being the case given a lead is successful
P(B|A) = The probability of this being the case given a lead is successful
- P(B) = The probability of this being the case
P(B) = The probability of this being the case
The term in this case refers to the variables that can affect a lead being successful in Odoo.
This can include variables such as the assigned Salesperson, the source of the lead, the language of
the lead, and other historical and demographic data.
Which variables are considered in this calculation can be configured to tailor the calculation to each businessâs needs.
The probability of success of each opportunity is displayed on the opportunity form, and it updates
automatically as the opportunity progresses through the CRM pipeline.
When an opportunity moves to the next stage, its probability of success automatically increases
according to the predictive lead scoring algorithm.

### Configuration

Predictive lead scoring is always active in Odoo CRM . However, the variables used to calculate
the probability of success can be customized in the settings.
To customize the variables used by predictive lead scoring, go to CRM â£
Configuration â£ Settings . Under Predictive Lead Scoring , click on the Update Probabilities button.
Then, click on the drop-down menu to choose which variables the predictive lead scoring feature
takes into account.
Any number of the following variables can be activated:
- State : the geographical state from which the opportunity originates
State : the geographical state from which the opportunity originates
- Country : the geographical country from which the opportunity originates
Country : the geographical country from which the opportunity originates
- Phone Quality : whether or not a phone number is listed for the opportunity
Phone Quality : whether or not a phone number is listed for the opportunity
- Email Quality : whether or not an email address is listed for the opportunity
Email Quality : whether or not an email address is listed for the opportunity
- Source : the source of an opportunity (e.g. search engine, social media)
Source : the source of an opportunity (e.g. search engine, social media)
- Language : the spoken language specified on the opportunity
Language : the spoken language specified on the opportunity
- Tags : the tags placed on the opportunity
Tags : the tags placed on the opportunity
The variables Stage and Team are always in effect. Stage refers to the CRM pipeline stage
that an opportunity is in. Team refers to the sales team that is assigned to an opportunity.
Predictive lead scoring always takes into account these two variables, regardless of which
optional variables are selected.
`Stage`
`Team`
`Stage`
`Team`
Next, click on the date field next to the option Consider leads created as of the: to
select the date from which predictive lead scoring begins its calculations.
Lastly, click Confirm to save changes.

### Change the probability manually

An opportunityâs probability of success can be changed manually on the opportunity form. Click on
the probability number to edit it.
Manually changing the probability removes the automatic probability updates for that opportunity.
The probability no longer automatically updates as the opportunity moves through each stage of
the pipeline.
To reactivate automatic probability, click on the gear icon next to the probability percentage.

## Assign leads based on probability

Odoo CRM can assign leads/opportunities to sales teams and salespeople based on specified rules.
Create assignment rules based on the leadsâ probability of success to prioritize those that are more
likely to result in leads and opportunities.

### Configure rule-based assignment

To activate rule-based assignment , navigate to CRM â£ Configuration â£
Settings , and activate Rule-Based Assignment .
The rule-based assignment feature can be set to run Manually , meaning an Odoo user must
manually trigger the assignment, or Repeatedly , meaning Odoo automatically triggers the
assignment according to the chosen time period.
To configure automatic lead assignment, select Repeatedly for the Running section. The frequency of this automatic assignment is customized within the Repeat
every section. Enter a specific number and select a corresponding time period to establish the
desired interval. Time periods range from Minutes to Weeks .
If rule-based assignment is set to run Repeatedly , the assignment can still
be triggered manually using the circular arrow icon in the Rule-Based Assignment settings, or using the Assign Leads button on the sales team configuration page. Once a
lead has been assigned to a salesperson via this rule, the leads are automatically converted into an
opportunity by the system.

### Configure assignment rules

Next, configure the assignment rules for each sales team or salesperson. These rules determine
which leads Odoo assigns to which people. To get started, navigate to CRM â£
Configuration â£ Sales Teams , and select a sales team.
On the sales team configuration form, under Assignment Rules , click on Edit
Domain to configure the rules that Odoo uses to determine lead assignment for this sales team. The
rules can include anything that may be relevant for this company or team, and any number of rules
can be added.
Click Add Filter to start creating assignment rules. Click on the sign on the right of the assignment rule to add another line. Click on the x symbol to
remove the line.
To create an assignment rule based on an opportunityâs probability of success, click on the far left
drop-down menu of an assignment rule line, and select Probability .
From the middle drop-down menu, select the desired equation symbolâmost likely the symbol for greater than , less than , greater than or equal to , or less than or equal to .
In the far right space, enter the desired number value of the probability. Finally, click Save to save changes.
To configure an assignment rule such that a sales team receives leads that have a probability of
success of 20% or greater, create a Domain line that reads: Probability >= 20 .
`Probability>=20`
Separate assignment rules can also be configured for individual team members. From the sales team
configuration page, click on a team member in the Members tab, then edit the Domain section. Click Save to save changes.
If automatic lead assignment is configured in the settings, both the sales team and individual team
members have the option to Skip auto assignment . Check this box to omit a particular
sales team or salesperson from being assigned leads automatically by Odooâs rule-based assignment
feature. If Skip auto assignment is activated, the sales team or salesperson can still
be assigned leads manually.
To manually assign leads to this sales team, click on the Assign Leads button at the top
of the sales team configuration page. This assigns any leads that are currently unassigned and match
this teamâs specified domain.

Predictive lead scoring
Configuration
Change the probability manually
Assign leads based on probability
Configure rule-based assignment
Configure assignment rules


Marketing attribution reports

# Marketing attribution reports

Use the Odoo CRM app to compile a marketing attribution report , which analyzes the source of
leads, and groups them in such a way as to calculate marketingâs overall impact on lead generation,
attribution, won rate, and more.

## Leads Analysis dashboard

Begin by navigating to the Leads Analysis dashboard by going to CRM app
â£ Reporting â£ Leads .
Reports can also be run on the CRM app â£ Leads dashboard, which is only accessible if the Leads feature has been activated on the Settings page.
If the Leads feature has not been activated, the CRM app â£ Sales â£ My
Pipeline dashboard can also be used to run reports.
Both dashboards contain the necessary Filters and Group By criteria to run an attribution
report.
- Convert leads into opportunities
Convert leads into opportunities
- Create leads
The (graph) view is shown, by default, with Active or
Inactive and Created on: [current year] filters active in the Searchâ¦ bar. The graph visualization displays the number of leads generated, by month and by sales team,
with each sales team attributed to its own color per month shown.
Switch the view to the (list) option, by clicking the respective
icon located at the top-right of the dashboard. This allows leads to easily be displayed in the
grouping set by the Group By parameters.

## Add UTM parameters

Urchin Tracking Modules (UTMs) are snippets of text embedded in URLs that are used to track
visitor data. This includes parameters relating to how a visitor reached the link, such as the type
of website visited, and/or marketing campaign the visit came from.
Odoo can use these UTMs as parameters in the marketing attribution report to track the metrics and
performance of marketing campaigns.

### Create UTMs

The link tracker in Odoo can be used to
create and configure UTMs.
UTMs can also be automatically generated by the Email Marketing and Marketing Automation apps.
The UTM parameters used in a marketing attribution report are Medium , Source , and Campaign , in
descending order of coverage.
- Medium is the UTM with the widest coverage, and is used to identify the medium used to access
the link. This can include mediums such as social media, email, or cost per click (CPC).
Medium is the UTM with the widest coverage, and is used to identify the medium used to access
the link. This can include mediums such as social media, email, or cost per click (CPC).
- Source is more narrow, and is used to identify the source of traffic. For example, the name of
a website, search engine used, or a specific social media platform.
Source is more narrow, and is used to identify the source of traffic. For example, the name of
a website, search engine used, or a specific social media platform.
- Campaign is the most narrow, and can track specific marketing campaigns by name. This can
include a contest or product name, type of sale, etc.
Campaign is the most narrow, and can track specific marketing campaigns by name. This can
include a contest or product name, type of sale, etc.

## Create reports

To start creating a report, click the (down arrow) to the right of
the Searchâ¦ bar to see the list of filtering and grouping parameters.
Filters , located in the left column of the search options, can be used to keep only the
results that fit the filter. For example, selecting the Won filter only shows leads that
have been won in the attribution report.
Group By , found in the middle column, is used to organize the results into groups, and
can be used with or without filters.
Setting multiple Group By options creates nested groups, according to which option
is selected first. For example, selecting Medium , followed by Source ,
and then Campaign , in Group By column, sorts all results first by
medium, then by the specific sources in each medium, followed by the campaigns in each source.
This can be verified by looking at the direction, and order, of the selections in the group tile
that appears in the Searchâ¦ bar.
For a useful first report:
#. From the Filters column, select the Active filter to view only leads
that are still marked as active.
#. From the Group By column, select (in this specific order) Source ,
followed by the City or Country , depending on which grouping is more
relevant.
This report contains all active leads, grouped first by the source of the lead, then by the
city or country each lead is from. This is useful to see the density of active opportunities
sorted by location.
With this data, marketing campaigns, such as conferences or billboards, can be targeted to the
locations generating the largest amount of potential revenue. Similarly, more attention can be
put toward increasing outreach in locations where existing marketing campaigns are less
effective.

## Export reports

To set the measures of the report, begin by navigating to the (pivot view) on the Leads Analysis dashboard.
Click the Measures button to view the available measures of
the report. Select the desired measures from the drop-down menu (multiple measures can be selected),
and verify the measures, filters, and groups are all displayed correctly in the pivot table. This
ensures the data is ready for export.
To quickly export the data in a list, as a .xlsx file, navigate to the (list view) . Click on the Actions (gear) icon,
located to the right of Lead Analysis in the top-left of the page, and click Export All . The report downloads automatically as a .xlsx file.
For more export options, the report can be exported to the Odoo Documents app. From the (list view) of Leads Analysis page, begin by clicking
the Actions (gear) icon again. Now, navigate to Spreadsheet , and click Insert list in
spreadsheet . A pop-up window titled, Select a spreadsheet to insert your list. appears.
The report can be renamed using the Name of the list field, if desired. The number of items on the
report can be set with the field labeled: Insert the first _ records of the list . Next, select
either a new Blank spreadsheet , or export into an existing spreadsheet. Finally, click
the Confirm button.
`Nameofthelist`
`Insertthefirst_recordsofthelist`
To export the report as a .xlsx file, for use in an external spreadsheets program, click the Actions (gear) icon, and select the Export All option. If prompted, choose a file location, name the file, then click Save .

Leads Analysis dashboard
Add UTM parameters
Create UTMs
Create reports
Export reports


Quality leads report

# Quality leads report

A quality lead is a lead that is likely to result in a sale. It should match the characteristics
most commonly believed to help salespeople close a deal, in addition to more precise criteria that
is specific to each organization.
The specific criteria that defines a quality lead is different for every organization. For more
information, see Define a quality lead .
A quality leads report compares how many quality leads each salesperson has received over a
specific amount of time, such as within the past 30 days. Sales managers can use such a report to
make more informed decisions when assigning new leads to their team
A sales manager pulls a quality leads report using their companyâs criteria:
- Leads must include a phone number and an email address.
Leads must include a phone number and an email address.
- The email address must be from a professional domain.
The email address must be from a professional domain.
- The source for the lead must be from a live chat conversation or an appointment with a
salesperson.
The source for the lead must be from a live chat conversation or an appointment with a
salesperson.
After running the report, the manager can see that, although everyoneâs ability to close a deal
has varied, some members of the sales team have received a higher number of quality leads than
others.
Using this information, the sales manager may decide to assign more quality leads to the sales
people currently on the lower end, to balance out the distribution of quality leads.

## Create a quality leads report

To create a quality leads report, first navigate to CRM app â£ Reporting â£
Pipeline to open the Pipeline Analysis dashboard. Click into the Searchâ¦ bar at the top of the page and remove any active filters.
Click the ð»(triangle pointed down) icon to the right of the Searchâ¦ bar
to open the drop-down mega menu that contains Filters , Group By , and Favorites columns. Click Add Custom Filter . This opens a Add
Custom Filter pop-up window.
The Add Custom Filter pop-up window allows for the creation of more specific filters.

### Add custom filters

In order to generate a quality leads report, filters need to be created for the following
conditions:
- Starting date : limits results to those created within
a specific time frame.
Starting date : limits results to those created within
a specific time frame.
- Specific sales teams : limits results to only include
leads for one or more sales teams. This filter is optional and should not be included if the is
intended for the entire company.
Specific sales teams : limits results to only include
leads for one or more sales teams. This filter is optional and should not be included if the is
intended for the entire company.
- Exclude unassigned leads : excludes leads without an
assigned salesperson.
Exclude unassigned leads : excludes leads without an
assigned salesperson.
- Include archived leads : ensures that both active and
inactive leads are included in the results.
Include archived leads : ensures that both active and
inactive leads are included in the results.
- Add rules for quality leads : includes or excludes
results based on criteria that is specific to a company or sales team.
Add rules for quality leads : includes or excludes
results based on criteria that is specific to a company or sales team.
An example of the Custom Filter pop-up window with all of the default rules configured.

#### Add a starting date filter

Begin by first defining the ruleâs parameter with a date range, by clicking into the first field, on
the left of the row, and typing Created On in the Searchâ¦ bar, or by scrolling
through the menuâs list to locate it.
`CreatedOn`
In the ruleâs operator drop-down menu, define the parameter further by selecting either:
- >= (greater than or equal to) to specify a start date and include all entries after that start date (as well as the initial value itself); or
>= (greater than or equal to) to specify a start date and include all entries after that start date (as well as the initial value itself); or
- is between to more sharply define a time frame with a clear start and end date. All
matching entries that fit within the defined start and end dates are included in the report.
is between to more sharply define a time frame with a clear start and end date. All
matching entries that fit within the defined start and end dates are included in the report.
With either option, use the pop-up calendarâs day and time pickers, in the far right field, to
define the respective date range. Setting these values concludes the creation of the first rule.

#### Add a sales team filter

This filter is optional. To view results for the entire company, do not add this filter.
To limit the results of the report to one or more sales teams, click New Rule . Next,
click the first field for the new rule, and type Sales Team in the Searchâ¦ bar, or
scroll to search through the list to locate it.
`SalesTeam`
In the ruleâs second field, select is in from the drop-down menu. Selecting this
operator limits results to the sales teams selected in the next field.
Lastly, in the third field, select the desired sales team from the drop-down menu. Multiple teams
can be added in this field, where each parameter is treated with an âorâ (e.g. âanyâ) operator in
the search logic.

#### Exclude unassigned leads

Next, add a New Rule . Then, click into the first field for the new rule, and type Salesperson in the Searchâ¦ bar, or scroll to search through the list to locate it.
`Salesperson`
In the ruleâs second field, select is set from the drop-down menu. Selecting this
operator excludes any leads not assigned to a specific salesperson.

#### Include archived leads

This filter is also optional, as it adds archived (inactive) leads to the report, however it is
recommended to include this since it pulls all assigned leads, regardless of status, into the
report. This ensures a more accurate representation of assigned leads is captured. However, to
pull a report that only includes active leads, do not activate this feature.
Next, in the upper-right corner of the Add Custom filter pop-up window, move the Include archived toggle to active.
Enabling this feature adds archived (inactive) leads to the report.

#### Add rules for quality leads

The filters added in this step vary, based on how an organization defines a quality lead .
As defined earlier, a quality lead is a lead that is likely to result in a won opportunity.
Although the exact criteria for a quality lead varies from organization to organization, it is often
a combination of factors commonly attributed to positive sales outcomes, in addition to factors
valued by the specific organization.
In addition to the basic filters and grouping options outlined in the general Quality leads
report , consider the following filters when defining a
quality lead:
- Email or Phone : the information in these fields can help determine whether
or not a lead is a professional contact.
Email or Phone : the information in these fields can help determine whether
or not a lead is a professional contact.
- Source : this field links to the marketing and lead generation efforts from other Odoo
applications, including Live Chat , Social Marketing , and Email Marketing .
Source : this field links to the marketing and lead generation efforts from other Odoo
applications, including Live Chat , Social Marketing , and Email Marketing .
- Stage : this filter can be used to eliminate or target leads that have reached specific
stages.
Stage : this filter can be used to eliminate or target leads that have reached specific
stages.
- Medium : a leadâs source can indicate its quality level, as various channels have
different won rates and expected revenues.
Medium : a leadâs source can indicate its quality level, as various channels have
different won rates and expected revenues.
- Campaign : adding this filter helps track of the success of different marketing efforts
to capture high quality leads.
Campaign : adding this filter helps track of the success of different marketing efforts
to capture high quality leads.
- Lost Reason : exclude leads that may appear to be quality based on various criteria,
but have been marked as lost for specified reasons.
Lost Reason : exclude leads that may appear to be quality based on various criteria,
but have been marked as lost for specified reasons.
- Tags : include or exclude results based on one or more customized tags.
Tags : include or exclude results based on one or more customized tags.
When adding rules to a custom filter, keep the statements preceding each rule in mind. The
statement above a rule determines whether the search results must match all of the rules
below the statement, or any of the rules below the statement.

## View the report

At the top of the Add Custom Filter form, there is an option to match any or all of the rules. In order to properly run the report, only records that match all of the following filters should be included. Before adding the filters, make sure all is selected in this field.
After the filters are configured, click Add . The default display for the report is a bar
graph, where the leads are grouped by stage .
To group the results by salesperson, click the ð»(triangle pointed down) icon to the
right of the Searchâ¦ bar to open the drop-down mega menu. Under the Group
By heading, select Salesperson . In the same column, under the Group By heading, click Add a Custom Group , then select Active on the resulting
drop-down menu to layer in lead status , under the parent Salesperson grouping.
The report now displays the total count of quality leads each salesperson has received in the
designated time period. Because there are layered Group By filters, the grouped leads
are also color-coded to identify whether they are active or marked as lost .
To save this search for later, click the ð»(triangle pointed down) icon next to the Searchâ¦ bar to open the drop-down menu. Under the Favorites heading,
click Save current search .
In the drop-down menu, rename the report from the default Pipeline label to Quality Leads ,
and click Save .
`Pipeline`
`QualityLeads`

Create a quality leads report
Add custom filters
View the report


Resellers

# Resellers

Within Odooâs CRM app, leads can be forwarded to resellers (or partners). Leads can be manually
assigned, or automatically assigned, based on the resellersâ designated level and location.

## Configuration

To utilize the reseller features, the Resellers module first needs to be installed. Navigate to
the Apps application , and remove the Apps filter from the Searchâ¦ bar. Then, search for Resellers .
`Resellers`
Click Activate on the Resellers module card that appears. Doing so installs
the module, and returns to the main Odoo dashboard.
After the module is installed, navigate to the CRM app . Under the Configuration menu is a new section, titled Resellers , with three
options beneath it: Partner Levels , Partner Activations , and Commission Plans .

## Partner levels

Partner levels are used to differentiate between various resellers. To view the partner levels,
navigate to CRM app â£ Configuration â£ Resellers: Partner Levels .
On the Partner Levels page that appears, there are three default levels:
- Silver
- Bronze
New levels can be added, as needed, by clicking New , and filling out the resulting level
form.
Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it
from the list, and proceed to make any desired changes from the level form page that appears.
Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On
the level form, assign a numerical value (greater than zero) to the Level Weight field.
If the weight is zero, no leads are assigned.
Level Weight can be assigned on an individual contact record. The weight assigned on the
individual record overwrites the default weight assigned on the level configuration form.

## Partner activations

Partner activations are used to identify the status of a partner. Activations are assigned on an
individual contact record, and can be used to group or filter the Partnership Analysis report
( CRM app â£ Reporting â£ Partnerships ).
To view the partner levels, navigate to CRM app â£ Configuration â£ Partner
Activations .
Three activation types are created by default in the CRM app:
- Fully Operational
- Ramp-up
- First Contact
New partner activations can be added, as needed, by clicking New , and entering a Name on the new line that appears. Then, select the desired status in the Active column.
Existing partner activations can also be edited and renamed, if desired. To rename a status, click
the Name field of a desired level, and enter a new name.
To change the active status of an activation, slide the toggle in the Active column of
the desired activation to the inactive position.
The list of default Partner Activations in the CRM app. The toggle for First Contact is in the
inactive position, while the rest are active.

## Partner assignments

After partner levels and partner activations configured.
To update an individual partner record, navigate to CRM app â£ Sales â£
Customers , and click the Kanban card for the desired partner to open the customer record.
On the customer record, click the Partner Assignment tab.
Click the Partner Level field, and select an option from the drop-down menu to assign a
level. Click the Activation field, and select a partner activation type from the
drop-down list, if desired. Then, click the Level Weight field to assign a different
level weight, if necessary.

## Publish partners

With the Odoo Website and Resellers apps installed, a new webpage ( /partners ) is created to
display a list of all active partners from the CRM app.
`/partners`
Next, return to CRM app â£ Sales â£ Customers , and click the Kanban card for a
partner. From that partnerâs contact form, click the Go to Website smart button at the
top of the page to open that partnerâs webpage.
Next, click Edit at the top-right of the partnerâs webpage, and use the building
blocks to add any additional design
elements, or information about the partner.
A company summary is a useful addition to this page.
After making any necessary changes to the page, click Save . At the top of the page,
slide the Unpublished toggle to the active, Published position, if needed.
Repeat these steps for all partners.

Configuration
Partner levels
Partner activations
Partner assignments
Publish partners


Unattended leads report

# Unattended leads report

Unattended leads are leads that have scheduled activities that are either due or past due.
Whenever an activity is scheduled, Odoo tracks the due date, and sends email reminders to the users
the activity is assigned to.
An unattended leads report compiles all active leads in the pipeline with due or past due
activities, allowing a sales manager to identify which opportunities require immediate attention.
By pulling a daily unattended leads report, sales managers can remind their teams to address
outstanding activities before they become past due, helping avoid neglected leads and reinforcing
proactive behaviors in their salespeople.
A sales manager starts their day by pulling an unattended leads report, and upon switching to
list view, they see the following:
Their team member, Mitchell, has two leads in the Proposition stage with activities that are
due.
The yellow ð (phone) icon indicates that the Modern Open Space lead has a phone
call activity scheduled for today. The red âï¸ (envelope) icon indicates that the 5 VP Chairs lead has an email activity scheduled that is past due.
`ModernOpenSpace`
`5VPChairs`
Clicking on the 5 VP Chairs lead, the sales manager opens the record of the lead and reviews the
chatter. They see that the email was scheduled to be sent two days ago, but Mitchell never marked
this activity as done.
`5VPChairs`
In order to pull a unattended leads report, sales teams must be regularly utilizing activity
in the CRM pipeline, on individual lead and opportunity cards.
It is not possible to compile a complete report if the sales people are not using the Activities feature in the chatter
For more information, refer to Activities

## Create an unattended leads report

To create an unattended leads report, first navigate to CRM app â£ Reporting â£
Pipeline to open the Pipeline Analysis dashboard. Click into the Searchâ¦ bar at the top of the page, and remove all of the default filters.
The Created on filter can remain active, as this variable may be useful to include in
the report.
Next, add custom filters by clicking the ð»(triangle pointed down) icon to the right of
the Searchâ¦ bar to open the drop-down menu that contains Filters , Group By , and Favorites columns. Under the Filters column,
click Add Custom Filter , which opens an Add Custom Filter pop-up window.
The Add Custom Filter pop-up window allows for the creation of more specific filters.

### Add custom filters

In order to generate an unattended leads report, filters need to be created for the following
conditions:
- Past due activities : limits the results to only include
leads with an assigned activity where the due date has past. This can be altered to include
activities due to occur on the date the report is generated as well.
Past due activities : limits the results to only include
leads with an assigned activity where the due date has past. This can be altered to include
activities due to occur on the date the report is generated as well.
- Unassigned leads : excludes leads without an
assigned salesperson.
Unassigned leads : excludes leads without an
assigned salesperson.
- Specific sales teams : limits results to only include
leads assigned to one or more sales teams. This filter is optional and should not be included if
the report is intended for the entire company.
Specific sales teams : limits results to only include
leads assigned to one or more sales teams. This filter is optional and should not be included if
the report is intended for the entire company.

#### Add filter for past due activities

Click the first field for the new rule, and type Activities in the Searchâ¦ bar, or
scroll to search through the list to locate it. Then, next to Activities , click the > (greater than sign) to open a new drop-down menu with secondary conditions.
`Activities`
Type Due Date in the Searchâ¦ bar, or scroll to search through the list. Click Due Date to add it to the rule.
`DueDate`
Then, click into then next field and select <= from the drop-down menu. Selecting this
operator includes all activities with a due date up to, and including, the date selected in the next
field.
The third field can be left as todayâs date, or adjusted as needed.

#### Exclude unassigned leads

After filtering for activities, add a New Rule . Then, click into the first field for the
new rule, and type Salesperson in the Searchâ¦ bar, or scroll to search through the
list to locate it.
`Salesperson`
In the ruleâs second field, select is set from the drop-down menu. Selecting this
operator excludes any leads not assigned to a specific salesperson.

#### Add a Sales team

This filter is optional. To view results for the entire company, do not add this filter, and
continue to View results
To limit the results of the report to one or more sales teams, click New Rule . Next,
click the first field for the new rule, and type Sales Team in the Searchâ¦ bar, or
scroll to search through the list to locate it.
`SalesTeam`
In the ruleâs second field, select is in from the drop-down menu. Selecting this
operator limits results to the sales teams selected in the next field.
Lastly, in the third field, select the desired sales team from the drop-down menu. Multiple teams
can be added in this field, where each parameter is treated with an âorâ (e.g. âanyâ) operator in
the search logic.
An example of the Add Custom Filter pop-up window with all of the rules configured.

## View results

At the top of the Add Custom Filter form, there is an option to match any or all of the rules. In order to properly run the report, only records that match all of the following filters should be included. Before adding the filters, make sure all is
selected in this field.
After the filters are configured, click Add . The resulting report displays all leads
assigned to a salesperson where an activity is past due, or is due on the current date. The default
display is a bar graph, where the leads are grouped by stage .
To group the results by salesperson, click the ð»(triangle pointed down) icon to the
right of the Searchâ¦ bar to open the drop-down menu that contains Filters , Group By , and Favorites columns. Under the Group By heading,
select Salesperson .
The option to group by Sales Team is also available under the Group By heading.
To change to a list view, click the â£ (list) icon in the top-right corner of the
screen.
Clicking the (toggle) icon opens a drop-down menu of additional columns that can be
added to the report.
Some options that are beneficial for this report include:
- Activities : the summary of the latest activity for this lead.
Activities : the summary of the latest activity for this lead.
- Expected Closing : the estimated date on which the lead will be won.
Expected Closing : the estimated date on which the lead will be won.
- Probability : estimated success rate based on the stage.
Probability : estimated success rate based on the stage.

Create an unattended leads report
Add custom filters
View results


Point of Sale

# Point of Sale

With Odoo Point of Sale , run your shops and restaurants easily. The app works on any device with
a web browser, even if you are temporarily offline. Product moves are automatically registered in
your stock, you get real-time statistics, and your data is consolidated across all shops.
- Odoo Tutorials: Point of Sale Tutorials
Odoo Tutorials: Point of Sale Tutorials
- IoT Boxes Documentations
IoT Boxes Documentations

## Start a session

From the POS dashboard , click New Session , and at the Opening Cash
Control screen, click Open Session to start a POS session, or click Continue
Selling if the session is already opened.
Multiple users can be logged into the same session at the
same time. However, the session can only be opened once on the same browser.

## Sell products

Click on products to add them to the cart. To change the quantity , click Qty and
enter the number of products using the keypad. To add a discount or modify the product price , click respectively % Disc or Price and enter the amounts.
Once an order is completed, proceed to checkout by clicking Payment . Select the payment method , enter the received amount, and click Validate . Click New Order to move on to the next customer.
- You can use both , and . on your keyboard as decimal separators.
You can use both , and . on your keyboard as decimal separators.
`,`
`.`
- Cash is selected by default if you enter the amount without choosing a payment method.
Cash is selected by default if you enter the amount without choosing a payment method.
The system can only load a limited number of products for effective opening. Click Search more if the desired product is not loaded automatically.

## Set customers

Registering your customer is necessary to collect their loyalty points and grant them rewards , automatically apply the attributed pricelist , or generate and print an invoice .
You can create customers from an open POS session by clicking Customer â£ Create , and filling in the contact information. You can also create
customers from the backend by going to Point of Sale â£ Orders â£ Customers and
clicking New . Then, fill in the information and save.
To set a customer during an order, access the list of customers by clicking Customer on
the POS interface. You can also set a customer at the payment screen by clicking Customer .

## Customer notes

You can add customer notes about specific products directly from an open POS session . For instance, to provide cleaning and maintenance tips. They can also be used
to track a customerâs particular request, such as not wanting the product to be assembled for them.
To do so, select a product and click Customer Note on the pad. Doing so opens a pop-up
window in which you can add or modify content for the note.
Product notes from an imported SO are displayed
identically in the cart.
Customer notes appear on customersâ receipts and invoices similarly to how they appear in the cart,
under the related product.

## Return and refund products

To refund a returned product, follow these steps:
- Start a session from the POS dashboard .
Start a session from the POS dashboard .
- Click Actions , then Refund , and select the corresponding
order.
Click Actions , then Refund , and select the corresponding
order.
- Select items, use the keypad to set the quantity to refund, then click Refund .
Select items, use the keypad to set the quantity to refund, then click Refund .
- Click Payment and select the appropriate refund payment method.
Click Payment and select the appropriate refund payment method.
- Click Validate and print the receipt if needed.
Click Validate and print the receipt if needed.
- Click New Order to proceed to the next customer.
Click New Order to proceed to the next customer.
- To filter the orders list by Order number , Receipt Number , Date , or Customer , enter a value in the search bar and choose the
relevant filter from the dropdown menu.
To filter the orders list by Order number , Receipt Number , Date , or Customer , enter a value in the search bar and choose the
relevant filter from the dropdown menu.
- When the total amount is negative, adding a gift card to the cart automatically adjusts the
gift card balance to match that amount.
When the total amount is negative, adding a gift card to the cart automatically adjusts the
gift card balance to match that amount.
Alternatively, a refund can be processed by selecting the returned product(s) from an open
session and setting a negative quantity equal to the number of returned items. To do so, click Qty and +/- , and update the quantity accordingly.
Once the return payment is validated, Odoo generates the required credit note, referencing the
original receipt or invoice and partially or fully canceling the document.

## Manage the cash register

To add or take out cash from the register, click the menu icon in the upper right corner of your
screen and Cash In/Out .
Doing so opens a pop-up window on which you can select Cash In or Cash Out ,
enter the amount and the reason, and click Confirm .

## Close the POS session

To close your session, click the menu icon in the upper right corner of your screen and Close Session .
Doing so opens the Closing Control pop-up screen. From this screen, you can retrieve
various information:
- the number of orders made and the total amount made during the session;
the number of orders made and the total amount made during the session;
- the expected amounts grouped by payment method.
the expected amounts grouped by payment method.
Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
window that computes the total amount in the cash drawer depending on the coins and bills counted
and added manually. Then, click Confirm or Discard to close the window. The
computed amount is set in the Counted column, and the Money Details are
specified in the Notes section.
Once you are done controlling the amounts, click Close Session to close and go back to
the POS dashboard .
- To reach the backend without closing the session, click Backend on the dropdown
menu.
To reach the backend without closing the session, click Backend on the dropdown
menu.
- To abort, click Discard on the pop-up window.
To abort, click Discard on the pop-up window.
- Depending on your setup, you might only be allowed to close a session if the expected cash
revenue equals the counted cash. To close it anyway, click Ok on the Payments Difference screen.
Depending on your setup, you might only be allowed to close a session if the expected cash
revenue equals the counted cash. To close it anyway, click Ok on the Payments Difference screen.
- It is strongly advised to close your POS session at the end of each day.
It is strongly advised to close your POS session at the end of each day.
- To look at all your previous sessions, go to Point of Sale â£ Orders â£
Sessions .
To look at all your previous sessions, go to Point of Sale â£ Orders â£
Sessions .

## Analytics

Once you close and post the POS session , access the comprehensive report
to review all session activities, including who initiated the session and who handled specific
orders. To access the sessionâs report:
- Click ( vertical ellipsis ) on the POS card.
Click ( vertical ellipsis ) on the POS card.
- Click Sessions under the View section.
Click Sessions under the View section.
- From that list view, you can see all the sessions and who initiated them under the Opened By column.
From that list view, you can see all the sessions and who initiated them under the Opened By column.
- Select a POS session to open a detailed session report.
Select a POS session to open a detailed session report.
- Click the Orders smart button to display a list of all orders placed during that
session.
Click the Orders smart button to display a list of all orders placed during that
session.
- From that view, you can retrieve the following information: The Order Ref The Date of the order. The Point of Sale where that order was made. The Receipt Number . The Customer . The Employee that placed this order. The Total paid amount. The order Status .
From that view, you can retrieve the following information:
- The Order Ref
- The Date of the order.
The Date of the order.
- The Point of Sale where that order was made.
The Point of Sale where that order was made.
- The Receipt Number .
- The Customer .
- The Employee that placed this order.
The Employee that placed this order.
- The Total paid amount.
The Total paid amount.
- The order Status .
To get an overview of all orders, regardless of the session, click the vertical ellipsis button
( â® ) on the POS card and select Orders from the View section.

Start a session
Sell products
Set customers
Customer notes
Return and refund products
Manage the cash register
Close the POS session
Analytics


Product combos

# Product combos

The Product Combos feature allows users to define and manage combination options for a single
product.
In the context of a restaurant, the feature enables users to create multiple-choice menus. For
example, a user can define a main dish and specify various options for sides, drinks, or desserts
that customers can combine with the main dish.
In retail, this feature allows you to create a product set with multiple products to choose from and
combine.

## Configuration

First, you need to create combination choices. To do so:
- Go to Point of Sale â£ Products â£ Product Combos and click New .
Go to Point of Sale â£ Products â£ Product Combos and click New .
- Name your combo and add the products you want customers to choose from by clicking Add
a line . You can also include an extra price for each option in the Extra Price column.
Name your combo and add the products you want customers to choose from by clicking Add
a line . You can also include an extra price for each option in the Extra Price column.
As a reference, the selected productâs original price is displayed in the Original
Price column.
Second, you need to create a specific product to gather combo choices. To do this:
- Go to Point of Sale â£ Products â£ Products and click New .
Go to Point of Sale â£ Products â£ Products and click New .
- Set the Product Type to Combo and fill in the General
Information tab. Note The sales price of the combo product is fixed and does not vary based on the individual prices
of included items or the quantity of items in the combo. The combo product price is only
affected by the extra price optionally defined at the combo choice creation or if a variant of
one of the items has a specified extra price.
Set the Product Type to Combo and fill in the General
Information tab.
The sales price of the combo product is fixed and does not vary based on the individual prices
of included items or the quantity of items in the combo. The combo product price is only
affected by the extra price optionally defined at the combo choice creation or if a variant of
one of the items has a specified extra price.
- Go to the Combo Choices tab, click Add a line , and select the
combinations to add. You can also create a new combination at this step by clicking New on the popup window.
Go to the Combo Choices tab, click Add a line , and select the
combinations to add. You can also create a new combination at this step by clicking New on the popup window.
Once you have created and added the combo choices into a product, you can sell combos in your retail
store or restaurant.

## Practical application

Open a POS session and select the combo product. Choose the options and
click Add to order . As a reminder, the extra price appears under the related choices.


Configuration

# Configuration

## Access the POS settings

To access the general POS settings, go to Point of Sale â£ Configuration â£
Settings . Then, open the dropdown menu in the Point of Sale field and select the POS to
configure.
These settings are available to users with the access rights Administration set as Settings .
You can also configure some settings from the dashboard by clicking the vertical ellipsis button
( â® ) on a POS card. Doing so opens a popup window, from which you can:
- Enable multiple employees to log in.
Enable multiple employees to log in.
- Connect and set up an IoT sytem.
Connect and set up an IoT sytem.
- Connect and set up an ePOS printer.
Connect and set up an ePOS printer.
These settings are available to users with the access rights Point of Sale set as Administrator .

## Make products available

To make products available for sale,
- Go to Point of Sale â£ Products â£ Products .
Go to Point of Sale â£ Products â£ Products .
- Select a product to open the product form.
Select a product to open the product form.
- Tick the Point of Sale checkbox at the top of the form.
Tick the Point of Sale checkbox at the top of the form.

## PoS product categories

### Configuration

POS product categories allow users to categorize products and get a more structured and clean
POS interface.
To manage PoS categories, go to Point of Sale â£ Configuration â£ PoS Product
Categories . To add a new category, click Create . Then, name it in the Category Name field.
To associate a category with a parent category, fill in the Parent Category field. A
parent category groups one or more child categories.

### Assign PoS product categories

Go to Point of Sale â£ Products â£ Products and open a product form. Then, go to
the Point of Sale tab and fill in the Category field under the Point of Sale section with one or multiple PoS categories.

### Restrict categories

You can limit the categories displayed on your POS interface. To achieve this, go to your POS
settings and choose the specific categories to display in the Restrict Categories field within the Product & PoS categories section.

Access the POS settings
Make products available
PoS product categories
Configuration
Assign PoS product categories
Restrict categories


ePOS printers

# ePOS printers

ePOS printers are designed to work seamlessly with Point of Sale systems. Once connected, these
devices automatically share information, allowing for direct printing of tickets from the POS system
to the ePOS printer.

## Configuration

To use an ePos printer in Point of Sale:
- Access the POS settings .
Access the POS settings .
- Activate the ePos Printer feature.
Activate the ePos Printer feature.
- Fill in the field with your ePos IP address.
Fill in the field with your ePos IP address.
When the printer connects to a network, it automatically prints a ticket with its IP address.

## Directly supported ePOS printers

The following ePOS printers are directly compatible with Odoo without needing an IoT system .
- Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)
Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)
- Epson TM-H6000IV-DT (Receipt printer only)
Epson TM-H6000IV-DT (Receipt printer only)
- Epson TM-T70II-DT
- Epson TM-T88V-DT
- Epson TM-L90-i
- Epson TM-T70-i
- Epson TM-T82II-i
- Epson TM-T83II-i
- Epson TM-U220-i
- Epson TM-m10
- Epson TM-P20 (Wi-FiÂ® model)
Epson TM-P20 (Wi-FiÂ® model)
- Epson TM-P60II (Receipt: Wi-FiÂ® model)
Epson TM-P60II (Receipt: Wi-FiÂ® model)
- Epson TM-P60II (Peeler: Wi-FiÂ® model)
Epson TM-P60II (Peeler: Wi-FiÂ® model)
- Epson TM-P80 (Wi-FiÂ® model)
Epson TM-P80 (Wi-FiÂ® model)

## ePOS printers with IoT system integration

The following printers require an IoT system to
be compatible with Odoo:
- Epson TM-T20 family (incompatible ePOS software)
Epson TM-T20 family (incompatible ePOS software)
- Epson TM-T88 family (incompatible ePOS software)
Epson TM-T88 family (incompatible ePOS software)
- Epson TM-U220 family (incompatible ePOS software)
Epson TM-U220 family (incompatible ePOS software)
- Epson printers using Wi-Fi/Ethernet connections and following the EPOS SDK Javascript protocol are
compatible with Odoo without needing an IoT system .
Epson printers using Wi-Fi/Ethernet connections and following the EPOS SDK Javascript protocol are
compatible with Odoo without needing an IoT system .
- Thermal printers using ESC/POS are compatible with an IoT system .
Thermal printers using ESC/POS are compatible with an IoT system .
- Epson printers using only USB connections are compatible with an IoT system .
Epson printers using only USB connections are compatible with an IoT system .
- Epson printers that connect via Bluetooth are not compatible .
Epson printers that connect via Bluetooth are not compatible .
- Secure connection (HTTPS)
Secure connection (HTTPS)
- Self-signed certificate for ePOS printers
Self-signed certificate for ePOS printers


# Self-signed certificate for ePOS printers

To work with Odoo, some printer models that can be used without an IoT system may require the HTTPS protocol to
establish a secure connection between the browser and the printer. However, trying to reach the
printerâs IP address using HTTPS leads to a warning page on most web browsers. In that case, you can
temporarily force the connection , which allows you to reach the page
in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open.
The connection is lost after closing the browser window. Therefore, this method should only be
used as a workaround or as a pre-requisite for the following instructions .

## Generate, export, and import self-signed certificates

For a long-term solution, you must generate a self-signed certificate . Then, export and import
it into your browser.
Generating an SSL certificate should only be done once . If you create another
certificate, devices using the previous one will lose HTTPS access.
Navigate to the ePOSâ IP address (e.g., https://192.168.1.25 ) and force the
connection by clicking Advanced and Proceed to [IP address]
(unsafe) .
`https://192.168.1.25`
Warning page on Google Chrome, Windows 10
Then, sign in using your printer credentials to access the ePOS printer settings. To
sign in, enter epson in the ID field and your printer serial number in the Password field.
`epson`
Click Certificate List in the Authentication section, and click create to generate a new Self-Signed Certificate . The Common
Name should be automatically filled out. If not, fill it in with the printer IP address
number. Select the years the certificate will be valid in the Validity
Period field, click Create , and Reset or manually restart the
printer.
The self-signed certificate is generated. Reload the page and click SSL/TLS in the Security section to ensure Selfsigned Certificate is correctly
selected in the Server Certificate section.
The export process is heavily dependent on the OS and the
browser. Start by accessing your ePOS printer settings on your web browser by navigating
to its IP address (e.g., https://192.168.1.25 ). Then, force the connection as
explained in the Generate a self-signed certificate tab .
`https://192.168.1.25`
If you are using Google Chrome ,
- click Not secure next to the search bar, and Certificate is
not valid ;
click Not secure next to the search bar, and Certificate is
not valid ;
- go to the Details tab and click Export ;
go to the Details tab and click Export ;
- add .crt at the end of the file name to ensure it has the correct extension;
add .crt at the end of the file name to ensure it has the correct extension;
`.crt`
- select Base64-encoded ASCII, single certificate , at the bottom of the
pop-up window;
select Base64-encoded ASCII, single certificate , at the bottom of the
pop-up window;
- save, and the certificate is exported.
save, and the certificate is exported.
Make sure that the certificate ends with the extension .crt . Otherwise, some
browsers might not see the file during the import process.
`.crt`
If you are using Mozilla Firefox ,
- click the lock-shaped icon on the left of the address bar;
click the lock-shaped icon on the left of the address bar;
- go to Connection not secure â£ More information â£ Security tab
â£ View certificate ;
go to Connection not secure â£ More information â£ Security tab
â£ View certificate ;
- scroll down to the Miscellaneous section;
scroll down to the Miscellaneous section;
- click PEM (cert) in the Download section;
click PEM (cert) in the Download section;
- save, and the certificate is exported.
save, and the certificate is exported.
The import process is heavily dependent on the OS and the
browser.
Windows 10 manages certificates, which means that self-signed certificates must be
imported from the certification file rather than the browser. To do so,
- open the Windows File Explorer and locate the downloaded certification file;
open the Windows File Explorer and locate the downloaded certification file;
- right-click on the certification file and click Install
Certificate ;
right-click on the certification file and click Install
Certificate ;
- select where to install the certificate and for whom - either for the Current User or all users ( Local Machine ). Then, click Next ;
select where to install the certificate and for whom - either for the Current User or all users ( Local Machine ). Then, click Next ;
- on the Certificate Store screen, tick Place all certificates in
the following store , click Browseâ¦ , and select Trusted Root Certification Authorities ;
on the Certificate Store screen, tick Place all certificates in
the following store , click Browseâ¦ , and select Trusted Root Certification Authorities ;
`CertificateStore`
- click Finish , accept the pop-up security window;
click Finish , accept the pop-up security window;
- restart the computer to make sure that the changes are applied.
restart the computer to make sure that the changes are applied.
If you are using Google Chrome ,
- open Chrome;
- go to Settings â£ Privacy and security â£ Security â£
Manage certificates ;
go to Settings â£ Privacy and security â£ Security â£
Manage certificates ;
- on the Local certificates tab, click Installed by you under the Custom section;
on the Local certificates tab, click Installed by you under the Custom section;
- click Import next to Trusted Certificates , and select
the exported certification file from your local drive;
click Import next to Trusted Certificates , and select
the exported certification file from your local drive;
- accept all warnings;
- click ok ;
- restart your browser.
restart your browser.
If you are using Mozilla Firefox ,
- open Firefox;
- go to Settings â£ Privacy & Security â£ Security â£ View
Certificatesâ¦ â£ Import ;
go to Settings â£ Privacy & Security â£ Security â£ View
Certificatesâ¦ â£ Import ;
- in the pop-up window, open the Servers tab;
in the pop-up window, open the Servers tab;
- click Add Exceptionâ¦ ;
click Add Exceptionâ¦ ;
- enter the printerâs IP address in the Location field, then
click Get Certificate ;
enter the printerâs IP address in the Location field, then
click Get Certificate ;
- tick the Permanently store this exception checkbox and confirm;
tick the Permanently store this exception checkbox and confirm;
- restart your browser.
restart your browser.
On Mac OS, you can secure the connection for all browsers by following these steps:
- open Safari and navigate to your printerâs IP address. Doing so leads to a warning page;
open Safari and navigate to your printerâs IP address. Doing so leads to a warning page;
- on the warning page,  go to Show Details â£ visit this website â£ Visit
Website , validate;
on the warning page,  go to Show Details â£ visit this website â£ Visit
Website , validate;
- reboot the printer so you can use it with any other browser.
reboot the printer so you can use it with any other browser.
To generate and export an SSL certificate and send it to IOS devices, open Google Chrome or Mozilla Firefox . Then,
Navigate to the ePOSâ IP address (e.g., https://192.168.1.25 ) and force the
connection by clicking Advanced and Proceed to [IP address]
(unsafe) .
`https://192.168.1.25`
Warning page on Google Chrome, Windows 10
Then, sign in using your printer credentials to access the ePOS printer settings. To
sign in, enter epson in the ID field and your printer serial number in the Password field.
`epson`
Click Certificate List in the Authentication section, and click create to generate a new Self-Signed Certificate . The Common
Name should be automatically filled out. If not, fill it in with the printer IP address
number. Select the years the certificate will be valid in the Validity
Period field, click Create , and Reset or manually restart the
printer.
The self-signed certificate is generated. Reload the page and click SSL/TLS in the Security section to ensure Selfsigned Certificate is correctly
selected in the Server Certificate section.
The export process is heavily dependent on the OS and the
browser. Start by accessing your ePOS printer settings on your web browser by navigating
to its IP address (e.g., https://192.168.1.25 ). Then, force the connection as
explained in the Generate a self-signed certificate tab .
`https://192.168.1.25`
If you are using Google Chrome ,
- click Not secure next to the search bar, and Certificate is
not valid ;
click Not secure next to the search bar, and Certificate is
not valid ;
- go to the Details tab and click Export ;
go to the Details tab and click Export ;
- add .crt at the end of the file name to ensure it has the correct extension;
add .crt at the end of the file name to ensure it has the correct extension;
`.crt`
- select Base64-encoded ASCII, single certificate , at the bottom of the
pop-up window;
select Base64-encoded ASCII, single certificate , at the bottom of the
pop-up window;
- save, and the certificate is exported.
save, and the certificate is exported.
Make sure that the certificate ends with the extension .crt . Otherwise, some
browsers might not find the file during the import process.
`.crt`
If you are using Mozilla Firefox ,
- click the lock-shaped icon on the left of the address bar;
click the lock-shaped icon on the left of the address bar;
- go to Connection not secure â£ More information â£ Security tab
â£ View certificate ;
go to Connection not secure â£ More information â£ Security tab
â£ View certificate ;
- scroll down to the Miscellaneous section;
scroll down to the Miscellaneous section;
- click PEM (cert) in the Download section;
click PEM (cert) in the Download section;
- save, and the certificate is exported.
save, and the certificate is exported.
To import an SSL certificate into an Android device, first create and export it from a
computer. Next, transfer the .crt file to the device using email, Bluetooth, or USB. Once
the file is on the device,
`.crt`
- open the settings and search for certificate ;
open the settings and search for certificate ;
`certificate`
- click Certificate AC (Install from device storage);
click Certificate AC (Install from device storage);
- select the certificate file to install it on the device.
select the certificate file to install it on the device.
The specific steps for installing a certificate may vary depending on the version of
Android and the device manufacturer.
To import an SSL certificate into an iOS device, first create and export it from a computer.
Then, transfer the .crt file to the device using email, Bluetooth, or any file-sharing
service.
`.crt`
Downloading this file triggers a warning pop-up window. Click Allow to download
the configuration profile, and close the second pop-up window. Then,
- go to the Settings App on the iOS device;
go to the Settings App on the iOS device;
- click Profile Downloaded under the userâs details box;
click Profile Downloaded under the userâs details box;
- locate the downloaded .crt file and select it;
locate the downloaded .crt file and select it;
`.crt`
- click Install on the top right of the screen;
click Install on the top right of the screen;
- if a passcode is set on the device, enter the passcode;
if a passcode is set on the device, enter the passcode;
- click Install on the top right of the certificate warning screen and the pop-up
window;
click Install on the top right of the certificate warning screen and the pop-up
window;
- click Done .
The certificate is installed, but it still needs to be authenticated. To do so,
- go to Settings â£ General â£ About > Certificate Trust Settings ;
go to Settings â£ General â£ About > Certificate Trust Settings ;
- enable the installed certificate using the slide button ;
enable the installed certificate using the slide button ;
- click Continue on the pop-up window.
click Continue on the pop-up window.
- If you need to export SSL certificates from an operating system or web browser that has not
been mentioned, search for export SSL certificate + the name of your browser or operating system in your preferred search engine.
If you need to export SSL certificates from an operating system or web browser that has not
been mentioned, search for export SSL certificate + the name of your browser or operating system in your preferred search engine.
`exportSSLcertificate`
`thenameofyourbrowseroroperatingsystem`
- Similarly, to import SSL certificates from an unmentioned OS or browser, search for import SSL certificate root authority + the name of your browser or operating system in your preferred
search engine.
Similarly, to import SSL certificates from an unmentioned OS or browser, search for import SSL certificate root authority + the name of your browser or operating system in your preferred
search engine.
`importSSLcertificaterootauthority`
`thenameofyourbrowseroroperatingsystem`

## Check if the certificate was imported correctly

To confirm your printerâs connection is secure, connect to its IP address using HTTPS. For example,
navigate to https://192.168.1.25 in your browser. If the SSL certificate has been applied
correctly, you should no longer see a warning page, and the address bar should display a padlock
icon, indicating that the connection is secure.
`https://192.168.1.25`


Secure connection (HTTPS)

# Secure connection (HTTPS)

If Direct Devices is enabled in a Point of Sale settings (for example, if you use an ePos
printer ), HTTP becomes the default protocol.

## Force your Point of Sale to use a secure connection (HTTPS)

Add a new key in the System Parameters to force your Point of Sale to use a secure
connection with the HTTPS protocol.
To do so, activate the developer mode , go to Settings â£
Technical â£ Parameters â£ System Parameters , then create a new parameter, add the following
values and click on Save .
- Key : point_of_sale.enforce_https
Key : point_of_sale.enforce_https
`point_of_sale.enforce_https`
- Value : True
`True`
- Self-signed certificate for ePOS printers
Self-signed certificate for ePOS printers


IoT system connection

# IoT system connection

To connect the POS with an IoT system :
- Make sure both the Point of Sale and Internet of Things (IoT) apps are installed on your
database.
Make sure both the Point of Sale and Internet of Things (IoT) apps are installed on your
database.
- Set up the IoT box or Windows virtual IoT .
Set up the IoT box or Windows virtual IoT .
- Connect the peripheral devices to the IoT system: Device Instructions Printer Connect a supported receipt printer to a USB port or
to the network, and power it on. Refer to Order printing . Cash drawer The cash drawer should be connected to the printer with an RJ25 cable. Barcode scanner The barcode scanner must end barcodes with an ENTER character (keycode 28) in order for
the barcode scanner to be compatible. This is most likely the barcode scannerâs default
configuration. Scale Connect the scale and power it on. Refer to Connect a scale . Customer display Connect a screen to the IoT box to display the PoS order. Refer to Connect a screen . Payment terminal The connection process depends on the terminal. Refer to the payment terminals
documentation .
Connect the peripheral devices to the IoT system:
Connect a supported receipt printer to a USB port or
to the network, and power it on. Refer to Order printing .
The cash drawer should be connected to the printer with an RJ25 cable.
The barcode scanner must end barcodes with an ENTER character (keycode 28) in order for
the barcode scanner to be compatible. This is most likely the barcode scannerâs default
configuration.
`ENTER`
Connect the scale and power it on. Refer to Connect a scale .
Connect a screen to the IoT box to display the PoS order. Refer to Connect a screen .
The connection process depends on the terminal. Refer to the payment terminals
documentation .
- Connect the IoT system to your Odoo database .
Connect the IoT system to your Odoo database .
- Access the POS settings and select your POS, or click the
vertical ellipsis button ( â® ) on a POS card and click Edit . Scroll down
to the Connected Devices section, enable IoT Box , then select the devices
to be used for the POS. Click Save .
Access the POS settings and select your POS, or click the
vertical ellipsis button ( â® ) on a POS card and click Edit . Scroll down
to the Connected Devices section, enable IoT Box , then select the devices
to be used for the POS. Click Save .
Click IoT Devices to access the list of Devices for
your POS and view their connection status. Click a card to access the deviceâs form.
- List of supported hardware .
List of supported hardware .
- IoT documentation

## Setup example


Multi-employee management

# Multi-employee management

Odoo Point of Sale (POS) offers a Log in with Employees feature, allowing multiple users to log into a POS session . Activating this feature enables the
following actions:
- Select specific users who can log into the POS .
Select specific users who can log into the POS .
- Assign basic or advanced permissions to these users.
Assign basic or advanced permissions to these users.
- Track the employees involved in each order for enhanced analytics .
Track the employees involved in each order for enhanced analytics .

## Configuration

Access the multi-employee setting from the PoS Interface section of the POS
settings . Then,
- Activate the Log in with Employees feature.
Activate the Log in with Employees feature.
- Add the employees with basic POS functionality access in the Basic rights field.
Add the employees with basic POS functionality access in the Basic rights field.
- Add the employees with extended POS functionalities in the Advanced rights field.
Add the employees with extended POS functionalities in the Advanced rights field.
- Leaving the Basic rights field empty allows all employees to log in.
Leaving the Basic rights field empty allows all employees to log in.
- Leaving the Advanced rights field empty grants extended rights to Odoo users only.
Leaving the Advanced rights field empty grants extended rights to Odoo users only.
Click the ( vertical ellipsis ) button on the top right corner of
a POS card and Edit to access the setting from the main POS dashboard.
Employees with basic rights can perform the following actions within the POS:
- Open a POS session .
- Perform cash-in and cash-out operations .
Perform cash-in and cash-out operations .
- Lock the current POS session.
Lock the current POS session.
- Process standard sales transactions .
Process standard sales transactions .
- Process refunds .
- Access and handle sales orders .
Access and handle sales orders .
- Set customers .
- Access past and current order history.
Access past and current order history.
Pricing and discounts:
- Manually select another pricelist .
Manually select another pricelist .
- Enter promotional codes.
Enter promotional codes.
- Manually apply discounts .
Manually apply discounts .
- Manually change a productâs price .
Manually change a productâs price .
- Switch between fiscal positions .
Switch between fiscal positions .
In addition to the basic rights, employees with advanced rights can also:
- Access the Odoo backend interface.
Access the Odoo backend interface.
- Create products.
- Close the current POS session .
Close the current POS session .
An employee with advanced POS rights who is not a database user cannot access the backend.

## Usage guidelines

### Logging in

Once the Log in with Employees feature is enabled, employees must log in to open a POS
session and access the POS interface. They can scan their employee badge , click the icon ( users ) to select their
name from the list of authorized users, or by entering their PIN code in the Enter your PIN field.
To switch between users during an active session , click on the currently
logged-in employeeâs name at the top right of the POS screen and select the user to switch to.
In the absence of a scanner, click the icon ( barcode ) to scan
barcodes using the webcam.

### Logging in with badges

Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to
the employeeâs profile in the Employees module:
- Navigate to the Employees module.
Navigate to the Employees module.
- Open the form view of the specific employee.
Open the form view of the specific employee.
- Go to the Settings tab.
Go to the Settings tab.
- The Attendance/Point of Sale/Manufacturing category offers two options: Manually enter any badge ID in the Badge ID field. Click Generate to create a unique badge ID automatically.
The Attendance/Point of Sale/Manufacturing category offers two options:
- Manually enter any badge ID in the Badge ID field.
Manually enter any badge ID in the Badge ID field.
- Click Generate to create a unique badge ID automatically.
Click Generate to create a unique badge ID automatically.
- Click Print Badge to generate a barcode representation of the assigned badge ID.
Click Print Badge to generate a barcode representation of the assigned badge ID.
To switch users within an open POS session using a badge, you must first lock the session. To do so,
click the icon ( lock ) to return to the login screen. Then, the new
employee can scan their badge to log in.

### Adding a PIN Code

For enhanced security, employees may be forced to enter a PIN code each time they log into a POS
session. To set up a PIN code for an employee:
- Navigate to the Employees module.
Navigate to the Employees module.
- Open the form view of the relevant employee.
Open the form view of the relevant employee.
- Go to the Settings tab.
Go to the Settings tab.
- Enter a desired numerical code in the PIN Code field of the Attendance/Point of Sale/Manufacturing category.
Enter a desired numerical code in the PIN Code field of the Attendance/Point of Sale/Manufacturing category.
The PIN code must consist of a sequence of digits only.

Configuration
Usage guidelines
Logging in
Logging in with badges
Adding a PIN Code


Online food delivery

# Online food delivery

UrbanPiper is an order management system that integrates with multiple food delivery platforms.
It consolidates orders from all connected platforms into a single interface, simplifying the
delivery process.
- Careem
- ChowNow
- Deliveroo
- DoorDash
- EatEasy
- Grubhub
- HungryPanda
- HungerStation
- Just Eat
- Mrsool
- NoonFood
- Postmates
- Rafeeq
- SkipTheDishes
- Swiggy
- Talabat
- UberEats
- Zomato

## Configuration

### Prerequisites

To use the UrbanPiper integration in a live production environment, ensure the following
requirements are satisfied:
- UrbanPiper subscription: A valid UrbanPiper subscription is mandatory. Note For any concerns or queries regarding your UrbanPiper subscription, please reach out to the
account manager linked to your Odoo database.
UrbanPiper subscription: A valid UrbanPiper subscription is mandatory.
For any concerns or queries regarding your UrbanPiper subscription, please reach out to the
account manager linked to your Odoo database.
- Odoo requirements: Odoo subscription: An active Odoo Enterprise subscription is required. Odoo Community does
not support this integration. Odoo version: Odoo Enterprise version 18.0 or above. Odoo platform: All Odoo platforms are supported, including Odoo Online, Odoo.sh, and
On-Premise installations.
- Odoo subscription: An active Odoo Enterprise subscription is required. Odoo Community does
not support this integration.
Odoo subscription: An active Odoo Enterprise subscription is required. Odoo Community does
not support this integration.
- Odoo version: Odoo Enterprise version 18.0 or above.
Odoo version: Odoo Enterprise version 18.0 or above.
- Odoo platform: All Odoo platforms are supported, including Odoo Online, Odoo.sh, and
On-Premise installations.
Odoo platform: All Odoo platforms are supported, including Odoo Online, Odoo.sh, and
On-Premise installations.
- Delivery platform reseller account: A registered reseller account is required with each
delivery platform to be integrated (e.g., Uber Eats, DoorDash, Careem, Deliveroo, Zomato).
Delivery platform reseller account: A registered reseller account is required with each
delivery platform to be integrated (e.g., Uber Eats, DoorDash, Careem, Deliveroo, Zomato).

### UrbanPiper credentials

- Get your Atlas credentials: Go to the POS settings . Scroll down to the Food Delivery Connector section. Click Fill this form to get Username & Api key and fill out the survey.
Get your Atlas credentials:
- Go to the POS settings .
Go to the POS settings .
- Scroll down to the Food Delivery Connector section.
Scroll down to the Food Delivery Connector section.
- Click Fill this form to get Username & Api key and fill out the survey.
Click Fill this form to get Username & Api key and fill out the survey.
- Go to your Atlas account and retrieve your API key and username
by navigating to Settings â£ API Access .
Go to your Atlas account and retrieve your API key and username
by navigating to Settings â£ API Access .

### Point of Sale

- Enable the Urban Piper setting: Go to the POS settings . Scroll down to the Food Delivery Connector section. Check the Urban Piper setting.
Enable the Urban Piper setting:
- Go to the POS settings .
Go to the POS settings .
- Scroll down to the Food Delivery Connector section.
Scroll down to the Food Delivery Connector section.
- Check the Urban Piper setting.
Check the Urban Piper setting.
- Set up UrbanPiper: Fill in the Username and Api Key fields with your UrbanPiper
credentials . Select the desired delivery providers in the Food Delivery Platforms field under
the Urban Piper Location section (i.e., Zomato, Uber Eats).
- Fill in the Username and Api Key fields with your UrbanPiper
credentials .
Fill in the Username and Api Key fields with your UrbanPiper
credentials .
- Select the desired delivery providers in the Food Delivery Platforms field under
the Urban Piper Location section (i.e., Zomato, Uber Eats).
Select the desired delivery providers in the Food Delivery Platforms field under
the Urban Piper Location section (i.e., Zomato, Uber Eats).
- Save the settings.
- Click the + Create Store button. Doing so creates a new location on the UrbanPiper
Atlas platform.
Click the + Create Store button. Doing so creates a new location on the UrbanPiper
Atlas platform.
- The Pricelist and Fiscal Position fields are automatically selected
after saving.
The Pricelist and Fiscal Position fields are automatically selected
after saving.
- A successful store creation triggers a notification.
A successful store creation triggers a notification.
- The store creation process may take 2â3 minutes to reflect changes on the UrbanPiper Atlas
platform.
The store creation process may take 2â3 minutes to reflect changes on the UrbanPiper Atlas
platform.
- The store is automatically named after your point of sale name.
The store is automatically named after your point of sale name.

### Products

To make products available individually,
- Go to Point of Sale â£ Products â£ Products .
Go to Point of Sale â£ Products â£ Products .
- Select any product to open its product form.
Select any product to open its product form.
- Go to the Point of Sale tab.
Go to the Point of Sale tab.
- Complete the Urban Piper section: Fill in the Available on Food Delivery with the desired POS. Optionally, set up the Meal Type field and enable the Is Recommended and Is Alcoholic buttons.
Complete the Urban Piper section:
- Fill in the Available on Food Delivery with the desired POS.
Fill in the Available on Food Delivery with the desired POS.
- Optionally, set up the Meal Type field and enable the Is Recommended and Is Alcoholic buttons.
Optionally, set up the Meal Type field and enable the Is Recommended and Is Alcoholic buttons.
To make multiple products available for food delivery at once,
- Go to Point of Sale â£ Products â£ Products .
Go to Point of Sale â£ Products â£ Products .
- Click the list icon ( ) to switch to the list view.
Click the list icon ( ) to switch to the list view.
- Select the products.
- Enter the desired POS in the Available on Food Delivery column.
Enter the desired POS in the Available on Food Delivery column.
- Currently, UrbanPiper does not support combo products.
Currently, UrbanPiper does not support combo products.
- As a workaround, create a product and define combo choices as Attributes & Variants .
As a workaround, create a product and define combo choices as Attributes & Variants .

### Synchronization

To make products available on food delivery platforms, synchronize with your UrbanPiper account:
- Go to the POS settings .
Go to the POS settings .
- Scroll down the Food Delivery Connector section.
Scroll down the Food Delivery Connector section.
- Click the Sync Menu button. The Last Sync on timestamp below the Create Store and Sync
Menu buttons updates.
Click the Sync Menu button.
- The Last Sync on timestamp below the Create Store and Sync
Menu buttons updates.
The Last Sync on timestamp below the Create Store and Sync
Menu buttons updates.
- A successful synchronization triggers a notification.
A successful synchronization triggers a notification.
- The synchronization process may take 2â3 minutes to reflect changes on the UrbanPiper Atlas
platform.
The synchronization process may take 2â3 minutes to reflect changes on the UrbanPiper Atlas
platform.

### Go live

- Go to the Locations tab of your Atlas account.
Go to the Locations tab of your Atlas account.
- Select the location to activate, then click Request to go Live .
Select the location to activate, then click Request to go Live .
- In the popup window: Select the platform(s) to activate and click Next . Enter the Platform ID and Platform URL in the corresponding fields to
establish the connection between the platform and UrbanPiper. Click the Request to Go Live button. Note To find the locationâs Platform ID and Platform URL , Click the location to open its setup form. The locationâs parameters are available in the HUB tab.
- Select the platform(s) to activate and click Next .
Select the platform(s) to activate and click Next .
- Enter the Platform ID and Platform URL in the corresponding fields to
establish the connection between the platform and UrbanPiper.
Enter the Platform ID and Platform URL in the corresponding fields to
establish the connection between the platform and UrbanPiper.
- Click the Request to Go Live button.
Click the Request to Go Live button.
To find the locationâs Platform ID and Platform URL ,
- Click the location to open its setup form.
Click the location to open its setup form.
- The locationâs parameters are available in the HUB tab.
The locationâs parameters are available in the HUB tab.
- Verify that your location is live: Go to the Locations tab of your Atlas account. Select any provider in the Assoc. platform(s) column to review the status of that
platform for this location.
Verify that your location is live:
- Go to the Locations tab of your Atlas account.
Go to the Locations tab of your Atlas account.
- Select any provider in the Assoc. platform(s) column to review the status of that
platform for this location.
Select any provider in the Assoc. platform(s) column to review the status of that
platform for this location.

## Order flow

An order placed via the configured delivery platform triggers a notification. To manage these
orders, open the ordersâ list view by:
- Clicking Review Orders on the notification popup.
Clicking Review Orders on the notification popup.
- Clicking the bag-shaped icon for online orders and New . Note Clicking this icon displays the number of orders at each stage: New , Ongoing , and Done . The New button indicates newly placed orders, Ongoing is for
accepted orders, and Done is for orders ready to be delivered.
Clicking the bag-shaped icon for online orders and New .
- Clicking this icon displays the number of orders at each stage: New , Ongoing , and Done .
Clicking this icon displays the number of orders at each stage: New , Ongoing , and Done .
- The New button indicates newly placed orders, Ongoing is for
accepted orders, and Done is for orders ready to be delivered.
The New button indicates newly placed orders, Ongoing is for
accepted orders, and Done is for orders ready to be delivered.
- Select the desired order.
Select the desired order.
- Click the Accept button.
Click the Accept button.
- When an order is accepted, its Order Status switches from Placed to Acknowledged and is automatically displayed on the preparation display.
When an order is accepted, its Order Status switches from Placed to Acknowledged and is automatically displayed on the preparation display.
When the order is ready,
- Open the ordersâ list view.
Open the ordersâ list view.
- Select the order.
- Click the Mark as ready button. Its Order Status switches from Acknowledged to Food Ready , and its Status switches from Ongoing to Paid .
Click the Mark as ready button. Its Order Status switches from Acknowledged to Food Ready , and its Status switches from Ongoing to Paid .

### Order rejection

Sometimes, the shop or restaurant may want to reject an order. In this case, open the ordersâ
list view,
- Select the desired order.
Select the desired order.
- Click the Reject button.
Click the Reject button.
- Select one of the reasons from the popup window.
Select one of the reasons from the popup window.
Swiggy orders cannot be directly rejected. Attempting to reject one prompts Swiggy customer
support to contact the restaurant. Similarly, Deliveroo , JustEat , and HungerStation do not allow order rejection. Always follow the respective providerâs guidelines for handling
such cases.

Configuration
Prerequisites
UrbanPiper credentials
Point of Sale
Products
Synchronization
Go live
Order flow
Order rejection


Payment methods

# Payment methods

To add a payment method, you first need to create it. Go to Point of Sale â£
Configuration â£ Payment Methods â£ New , and set a name. Check Identify Customer to
allow this payment method exclusively for registered customers.
Then, select the Journal . Choose Cash to use this payment method for cash
payments, or Bank to use it for card payments.
Selecting a bank journal automatically adds the Use a Payment Terminal field in which you can add your payment terminalâs information .
Once the payment method is created, you can select it in your POS settings. To do so, go to the POSâ settings , click Edit , and add the payment method
under the Payments section.


QR code payments

# QR code payments

QR code payments allow users to generate a code that customers can scan with their mobile banking
app to initiate a bank transfer or pay instantly.

## Configuration

### Activate and set up QR code payments

Go to Accounting â£ Configuration â£ Settings , and
- Activate or upgrade your countryâs fiscal localization package under the Fiscal
Localization section to access all country-specific accounting features.
Activate or upgrade your countryâs fiscal localization package under the Fiscal
Localization section to access all country-specific accounting features.
- Activate QR codes under the Customer Payments section.
Activate QR codes under the Customer Payments section.
Then, as the QR code type differs depending on your country, follow the corresponding documentation
page from the following table to set them up.
Brazilian - Accounting
`l10n_br`
The base module to manage the accounting chart and localization for Brazil.
Hong Kong - Accounting
`l10n_hk`
The base module to manage the accounting chart and localization for Hong Kong.
Indonesian - Accounting
`l10n_id`
The base module to manage the accounting chart and localization for Indonesia.
Singapore - Accounting
`l10n_sg`
The base module to manage the accounting chart and localization for Singapore.
Switzerland - Accounting
`l10n_ch`
The base module to manage the accounting chart and localization for Switzerland.
Thailand - Accounting
`l10n_th`
The base module to manage the accounting chart and localization for Thailand.
`l10n_vn`
The base module to manage the accounting chart and localization for Vietnam.
`account_qr_code_sepa`
This module adds support for SEPA Credit Transfer QR-code generation.

### Create the payment method

- Open the Point of Sale application.
Open the Point of Sale application.
- Go to Configuration â£ Payment Methods and create a payment method.
Go to Configuration â£ Payment Methods and create a payment method.
- Set a bank-type journal.
Set a bank-type journal.
- Select Bank App (QR Code) under the Integration section.
Select Bank App (QR Code) under the Integration section.
- Select the QR Code Format from the dropdown menu. Select SEPA Credit Transfer QR if you are part of the Single Euro Payments Area
(SEPA). Select EMV Merchant-Presented QR-code for other QR code types.
Select the QR Code Format from the dropdown menu.
- Select SEPA Credit Transfer QR if you are part of the Single Euro Payments Area
(SEPA).
Select SEPA Credit Transfer QR if you are part of the Single Euro Payments Area
(SEPA).
- Select EMV Merchant-Presented QR-code for other QR code types.
Select EMV Merchant-Presented QR-code for other QR code types.
At least one bank account must be defined in the journal to allow QR code payments to be
registered with bank apps.
Once the payment method is created, go to the POSâ settings and add
the payment method to your POS under the Payment section.

## Register payments using QR codes

When processing a payment, select the payment method for QR code payments. A QR code is generated
and displayed on the screen for the customer to scan and pay with their mobile banking app.
Hit Confirm Payment to validate the transaction.
Odoo does not check the bank payment. It is recommended that users verify payments for
validity before confirming them on the POS register.

Configuration
Activate and set up QR code payments
Create the payment method
Register payments using QR codes