How to Process Advance Payments from the Quotations Screen in Odoo POS
Odoo’s Point of Sale (POS) system simplifies managing advance payments, allowing businesses to efficiently handle partial customer payments directly through the POS.
Odoo provides a convenient way to collect partial payments, track outstanding balances, and finalize orders. This feature not only improves customer experience but also helps businesses maintain accurate and real-time payment records within the POS environment.
Creating the Sales Order Before POS Payment
The process begins with creating a sales order in the Sales module. From the main menu, you can go to Sales, choose Orders, and create a new order. After selecting the customer and saving the entry, Odoo automatically generates a unique sales order number. Once the products, lots, and quantities are added, confirming the order completes this initial step and prepares it for later use in the POS.
Viewing Sales Orders in the POS Quotation Screen
When you open the POS screen, you can retrieve completed sales orders by clicking the Quotation button on the POS cart screen. This button takes you to a list of all sales orders that have already been created and confirmed.
Selecting one of these orders allows you to manage advance payments directly from the POS, making it convenient for businesses that take partial payments before the final settlement.
The quotations screen displays helpful information about each completed sales order. You will see the sales order number, which is the unique identifier for that transaction, along with the date it was confirmed. The customer’s name and the salesperson who handled the order also appear on the screen.
The total amount of the order can be viewed before any payments have been made. If the customer has already paid part of the amount, the remaining balance is shown so that both the cashier and the customer can clearly understand how much is left to pay. The sales order state is also visible, indicating whether the order is still a quotation or has been fully confirmed as a sales order.
Advance Payments and Order Settlement in POS
When you select a specific sales order in the quotations screen, a pop-up window appears with different payment options. One of these options allows you to apply a down payment based on a percentage of the total amount. For example, if the order is worth ₹20,000 and the customer wants to pay only 25%, Odoo calculates the amount automatically and accepts the ₹5,000 advance in the POS.
You can also choose to apply a down payment (fixed amount) instead of a percentage. In this case, even if the order total is ₹20,000, you may decide to collect a fixed ₹5,000 as an advance. Both methods help you record partial payments quickly and accurately.
Once the customer has made an advance payment, they may return later to pay the remaining amount. The Settle the Order option is designed for this final step. It shows the outstanding balance and lets the customer complete their payment at the POS.
For instance, if ₹5,000 has already been collected on a ₹20,000 order, the system will display the remaining ₹15,000, which can then be paid to close the order fully. This smooth workflow allows businesses to manage partial and full payments without switching between different modules or screens.
