{"id":33201,"date":"2025-11-21T05:21:41","date_gmt":"2025-11-21T05:21:41","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=33201"},"modified":"2025-12-11T04:28:30","modified_gmt":"2025-12-11T04:28:30","slug":"how-a-cashier-can-manage-sessions-in-odoo-pos","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/point-of-sale\/how-a-cashier-can-manage-sessions-in-odoo-pos\/","title":{"rendered":"How Cashier Manage Sessions in Odoo POS?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Managing cashier sessions effectively is essential for maintaining accurate cash flow and ensuring smooth operations in any retail environment. Odoo POS offers a comprehensive session management system that helps cashiers handle opening balances, track payments, record denominations, and securely close their sessions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Setting the Opening Balance<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">At the beginning of a cashier session, the cashier can enter an opening balance into the cash drawer. This initial amount serves as the starting point for the session and is later used to calculate the final balance when the session is closed. Ensuring the correct opening balance is recorded is essential for accurate cash reconciliation.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Opening-Cash-Popup-1024x534.png\" alt=\"Odoo POS Opening Cash Popup\" class=\"wp-image-33203\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Opening-Cash-Popup-1024x534.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Opening-Cash-Popup-300x156.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Opening-Cash-Popup-768x401.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Opening-Cash-Popup-1536x801.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Opening-Cash-Popup.png 1835w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Initiating Session Closure<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When it is time to close a session, the cashier can begin the process by clicking the menu icon in the upper-right corner of the POS screen and selecting the \u201cClose Session\u201d option from the dropdown. This opens the Closing Control pop-up, which guides the cashier through each step of the closure process, ensuring all required information is recorded correctly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Managing Cash and Other Payment Details During Session Closure<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The cash counting feature allows the cashier to record the actual cash in the drawer at the end of the shift or during cash balancing. When the process starts, a <strong>money details pop-up<\/strong> window prompts the cashier to enter the number of coins and bills for each denomination.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Closing-Cash-Popup-1024x534.png\" alt=\"Odoo POS Closing Cash Popup\" class=\"wp-image-33204\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Closing-Cash-Popup-1024x534.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Closing-Cash-Popup-300x156.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Closing-Cash-Popup-768x401.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Closing-Cash-Popup-1536x801.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Closing-Cash-Popup.png 1835w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After reviewing the amounts, the cashier can confirm to save the counted denominations or discard to cancel the process. Once confirmed, the total cash is updated in the system, and a detailed breakdown of denominations is automatically logged in the Notes section for future reference.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cashiers need to manually enter the amounts received through E-Voucher, Gift Card, UPI, and Credit Card payment modes. For parking tokens, the amounts can be updated directly in the money details pop-up, making it easy for the cashier to include all types of payments in the session before closing.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Entering Bank-Wise Payment Details<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">During session closure, the cashier can also enter bank-wise payment details by clicking the <strong>Bank<\/strong> button. Payment amounts for each configured bank can be entered in the respective fields. Confirming these entries saves the bank-wise details, which are included in the Settlement Print and contribute to the final total amount of the session.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Bank-Wise-Entry-Popup-1024x534.png\" alt=\"Odoo POS Bank Wise Entry Popup\" class=\"wp-image-33207\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Bank-Wise-Entry-Popup-1024x534.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Bank-Wise-Entry-Popup-300x156.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Bank-Wise-Entry-Popup-768x401.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Bank-Wise-Entry-Popup-1536x801.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Bank-Wise-Entry-Popup.png 1835w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Saving Denomination and Confirmation<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After entering all denomination details, the cashier must click Save Denomination to finalize the count. A confirmation pop-up will appear stating, <strong>\u201cDenomination saved successfully\u201d<\/strong> which can then be acknowledged by clicking <strong>OK<\/strong> or <strong>Cancel<\/strong>. This step ensures that all cash counting information is safely recorded in the system.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Close-Session-Popup-1024x534.png\" alt=\"Odoo POS Close Session Popup\" class=\"wp-image-33208\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Close-Session-Popup-1024x534.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Close-Session-Popup-300x156.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Close-Session-Popup-768x401.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Close-Session-Popup-1536x801.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Close-Session-Popup.png 1835w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Accessing the Backend<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If a cashier needs to cancel the session closure at any point, clicking <strong>Discard<\/strong> on the Closing Control pop-up will abort the process. Additionally, if backend access is required before completing the closure, the cashier can open the menu and select <strong>Backend<\/strong> to navigate the system without closing the session.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing cashier sessions effectively is essential for maintaining accurate cash flow and ensuring smooth operations in any retail environment. Odoo [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[430],"tags":[544,502],"class_list":["post-33201","post","type-post","status-publish","format-standard","hentry","category-point-of-sale","tag-close-session","tag-point-of-sale"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=33201"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33201\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=33201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=33201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=33201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}