User Guide for Odoo POS Pre-Order

Odoo POS Pre-Order lets you manage orders easily by enabling pre-orders right from your POS screen. Perfect for new launches or out-of-stock items, so you never miss a sale.

Allow customers to place advance orders and make partial payments with Odoo POS Pre-Order, adding flexibility to your retail operations and improving demand management.

Track all pre-orders in the backend, simplify your workflow, and boost customer satisfaction with timely updates and flexible payments options using Odoo POS Pre-Order.

1. Enable pre-orders for all or selected products
2. Set minimum order quantity and advance payment amount
3. Take pre-orders directly from the POS interface
4. Collect partial payments while placing the order in Odoo POS Pre-Order
5. Easily track and manage pre-orders from the backend
6. Track order status using smart buttons in Sales Orders
7. View pre-order details including invoice and delivery
8. Handle in-stock and out-of-stock items effortlessly
9. Split payment logic with clear POS and backend visibility

1. Once you purchase the App from Webkul store, you will receive a link to download module’s zip file.
2. Extract the file on your system after download finishes. As a result, you will be able to see a folder named- ‘pos_pre_order’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo App and click on the Settings menu. Here, click on Activate Developer Mode.
5. Then, open Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘pos_pre_order’
7. You will be able to see module in the search results. Click on ‘Activate’ to install it.

1. After instaling Odoo POS Pre-Order, allow POS Pre-Order  in Settings of Point of Sale.

2. Check the checkbox “Allow POS Pre-order” in a particular product.

3. In Pre Order Tab, General Configuration and Special Configuration options, here you can set the preorder minimum quantity maximum quantity and the minimum advance payment percentage.

4. In the Sales app, under the Orders tab, you will find the ‘Pre Orders’ section, where you can view all pre-orders along with their invoice status.

5. POS order view shows product details, payment info, and a button to the related pre-order.

6. Linked Sale Orders view displays associated sale order with customer, total amount, and invoice status.

7. After completion of sale order invoice status changed to “Fully Invoiced” from “Nothing to Invoice”.

8. In Odoo POS Pre-Order frontend, products marked as “available for Preorder” are clearly labeled for easy identification during sale.

9. A pop-up prompts to create a preorder when the selected product, showing quantity and advance payment details.

10. Cashier enters the down payment amount based on the defined percentage using the numeric keypad pop-up.

11. Order line is created for the advance payment product reflecting the preorder amount.

12. Under the Actions tab in the POS frontend, a dedicated section for managing Preorders is available.

13. A list of all preorders is displayed with details like order number, customer, company, total amount, and invoice status.

14. Smart split payment shows separate lines for the advance and remaining amounts, ensuring clear transaction visibility.

Hope you find guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries, please create a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

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