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Can I predefine concepts for Cash In/Out at the Point of Sale?

Odoo SaaS 18.3+ (Enterprise Edition)

Thanks!

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Tekijä Paras vastaus

Okay, thanks.


If anyone knows of an app that does this job well and could tell me about it, that would be helpful.


I also need to be able to indicate when the charge is by bank, card, debit, or credit card. Just to give you an idea, so I don't have to carry so many payment methods.


Thanks!

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Hylkää
Paras vastaus

Hi,

In Odoo SaaS 18.3+ (Enterprise Edition), when performing Cash In/Out operations in Point of Sale, the user must manually enter the reason or description each time. There is no standard feature to predefine concepts (such as Petty Cash, Tips, Cash Deposit, etc.) and select them from a list.


If you want this functionality, you have two options:


    Customization – a developer can extend the POS to provide a dropdown with predefined Cash In/Out reasons.


    Third-party module – check the Odoo App Store, as some community/enterprise apps already provide this feature.


So by default, Odoo does not support predefined concepts for Cash In/Out, but it can be achieved with either customization or an external module.


Hope it helps

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