Managing customers is crucial for any business. Go to Orders - Customers. There you can view all customers for your POS. To create a new customer click on create button, which opens a form to create a new customer record. - Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags. It is possible to add multiple contacts inside a customer form, where for each contact you can provide Contact address, Invoice Address, Delivery address, private and other addresses. - You can manage the sales, purchase, inventory, and accounting information of the customer by providing some related details. You can also add partner activation and partner review details inside this form which includes the commission plan, partner level, partnership date, latest partner Review, etc. - It is also possible to set warnings or blocking messages for customers on sale orders, purchase orders, and picking.

1. How to Manage Customers
& Track Amount Due in
Odoo 15 POS
Enterprise
www.cybrosys.com

2. INTRODUCTION
❖ Managing customers is crucial for any business.
❖ Go to Orders - Customers. There you can view all customers for your POS. To create a new customer click on
create button, which opens a form to create a new customer record.
❖ Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile,
Email, Website Link, customer Tags. It is possible to add multiple contacts inside a customer form, where for
each contact you can provide Contact address, Invoice Address, Delivery address, private and other addresses.
❖ You can manage the sales, purchase, inventory, and accounting information of the customer by providing some
related details. You can also add partner activation and partner review details inside this form which includes the
commission plan, partner level, partnership date, latest partner Review, etc.
❖ It is also possible to set warnings or blocking messages for customers on sale orders, purchase orders, and
picking.

3. ❖ Goto Point of Sale > Orders > Customers
❖ Here create & manage all the customers. See all created customers.
❖ See few details shown on the kanban view

4. ❖ See few details shown on the list view

5. ❖ Open one customer. See name of the customer, customer is individual or company, address
of customer, phone number, email, website, tags assigned to the customer, contacts &
addresses linked to the customer.

6. ❖ See some default sales and purchase details set on the customer like default price list,
payment terms, unique barcode set for contact, loyalty points, fiscal position, inventory
location.

7. ❖ Pricelist can be used in order to compute the price of products.
❖ Barcode is used to identify contact.
❖ Loyalty points is assigned based on the loyalty programs. This can be used to give rewards to
the customers in the form of discounts of free products.

8. ❖ See accounting details

9. ❖ See internal notes

10. ❖ Track scheduled meeting, opportunities created out of customer, total Sales, purchases, on-
time rate, total amount due, total amount invoiced, vendor bills, partner ledger report, total
point of sale orders

11. ❖ See total Sales, Click on Sales

12. ❖ See total point of sale orders details, Click on Pos Orders

13. ❖ Goto Dashboard
❖ Click on Continue Selling

14. ❖ See all products from categories
❖ Click on Customer

15. ❖ See all the customers created details like name of customer address, phone number, email,
loyalty points, total amount due.
❖ Choose Customer
❖ Click on Cart

16. ❖ Settle the payment by choosing a payment method cash

17. ❖ Click on Validate

18. ❖ See total amount, customer account detected the amount
❖ Click on New Order

19. ❖ Close Session & Click on Keep Session Open

20. ❖ Goto Orders
❖ See total amount paid through a cash payment method

21. ❖ Goto Dashboard
❖ Click on Continue Selling

22. ❖ Click on Customer

23. ❖ Click on Edit

24. ❖ Change street, city, postcode, state & all other details related to the customer. After editing
you can save or discard it.

25. ❖ Search customer
❖ Click on External Link

26. ❖ It will be directed to the customer form

27. ❖ Choose & Set Customer

28. ❖ Add product to the orderline
❖ See total loyalty points
❖ Click on Payment

29. ❖ Choose payment method & validate

30. ❖ See for the customer receipt is created by adding the product & amount details.
❖ Click on New Order

31. ❖ Generate invoice for customer, Click on Customer

32. ❖ Choose & Set Customer

33. ❖ Add product to the orderline
❖ Click on Payment

34. ❖ Choose Payment method, Invoice for customer & then validate

35. ❖ See invoice generated & send this invoice also receipt as email to the customer.

36. ❖ Link old Quotations/Orders created to PoS
❖ Click on Customer

37. ❖ Choose & Set Customer

38. ❖ Click on Quotation/Order

39. ❖ See all the related quotations of this customer. Right now we don’t have any related
quotations for that customer.

40. ❖ So close the filter. See all the other quotation or order

41. ❖ Choose different Customer

42. ❖ Click on Quotation/Order

43. ❖ See Quotation and Order
❖ Click on that, Settle the payment

44. ❖ Click on Payment

45. ❖ Choose Payment Method and Validate

46. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo Book V15
Check our YouTube channel for functional and technical
videos in Odoo.
How to Manage Customers & Track Amount Due in
Odoo 15 POS

48. Thank You