Odoo Requirements:
#1 Data Privacy for Sellers at the Point of Sale
As a seller, I want to have restricted access at the point of sale, only allowing me to view my own orders and customers. The purpose of this is to filter customers and protect the confidential data of each seller. When I access the "Orders" and "Customers" sections, I only want to see information related to my own transactions and clients, ensuring the privacy of my data.
This privacy policy should be applied not only to the main tabs of "Orders" and "Customers" but also to the sub-tabs within "Orders," including "Orders," "Sessions," "Payments," and "Customers." Additionally, it should also apply to the "Reporting" section, where the reports of "Orders" and "Sales Details" are located.
Each seller should have exclusive access to their own data, preventing them from accessing the information of other sellers. Only the system administrator will have access to all information to oversee and manage the overall functioning of the point of sale.
Furthermore, in the numerical section displaying the total number of customers, it should only show the customers attended to by each seller, allowing them to have an accurate count of their customer portfolio.
With this implementation, each seller will be able to work more efficiently and securely by focusing on their own orders and customers, without worrying about accessing confidential information from other colleagues. By maintaining data privacy, the trust and protection of sensitive information at the point of sale are ensured.
#2 Current Inventory Indicator at the Point of Sale
As a seller, I want to have access to an indicator of the current inventory number at the time of making a sale. This will allow me to verify if there is sufficient stock available and avoid making promises that I won't be able to fulfill.
When I open the point of sale, I wish to see a number displayed at the top right corner of all products that have the option to be tracked in inventory, indicating the quantity of available stock. If a product does not have this option enabled, the indicator should not appear.
The format of the number in the indicator should be the same as the format of the product title or name, maintaining the same size, color, and font type. Additionally, it should be located at the top right corner of the product, respecting the margins and spaces of the title or name.
Every time I click on a product to add it to the sales list, the available stock number should be updated immediately on the interface of the screen. However, the stock update in the system will only occur once the sale is completed.
If I refresh the screen at any time, the stock numbers on the screen will revert to the initial state corresponding to the last completed sale, avoiding confusion and ensuring that I always have updated information about the inventory.
With this functionality implemented, I will be able to make informed decisions while conducting sales, ensuring that I always have enough stock to fulfill promises made to customers and provide better service at the point of sale.
#3 Management of Multiple Barcodes and Discounts in Inventory and Point of Sale
As a warehouse worker, I want a solution that allows me to manage products with different box sizes by assigning multiple barcodes to the same product. Whether the product is a variant or not, I want to be able to add a barcode with a number indicating the size of the box when creating each product.
The goal is to avoid having to handle multiple identical products just because they come in different box sizes. For example, if we receive a product with a box size of 54 units, I want it to be added to the total count of the product, allowing us to have different sizes for the same item, such as 56, 34, and 67 units.
When we receive inventory, the corresponding quantities will be added based on the barcode linked to the number of units in the box. It's important that all boxes with different sizes are located in the same location, so that when we process sales orders, the quantities are correctly deducted based on the associated barcodes.
Furthermore, at the point of sale, I want the box size or outgoing units based on the selected barcode for each product to be clearly displayed. Additionally, after the quantities, I want a field to enter a discount number, which will apply a percentage discount if the customer chooses a specific order or box size, like the mentioned 54 units.
For example, if the customer chooses a box of 54 units, a 4 percent discount will be applied to the unit price of the product. If the discount field is set to zero, no discount will be applied.
With this functionality, I will be able to efficiently manage inventory, avoiding product duplication, and considering different box sizes for the same item. Moreover, at the point of sale, I can offer customers clear and appealing size options, as well as personalized discounts based on their choices. This will enhance the customer experience and inventory management efficiency.
#4 Simplified Visualization and Selection of Variants at the Point of Sale
As a seller, I want to see only one product at the point of sale, regardless of its variants, to avoid duplicate products with the same photo and improve the on-screen presentation, providing more variety to customers. However, when selecting the product, I want all available options for sizes, flavors, and other variants to be displayed, including different associated barcodes.
When I access the point of sale, I only want to see a representative variant of each product, displaying the product photo and title along with its prices. Upon tapping the product, all variant options, such as sizes and flavors, should appear for selection in the form of radio buttons, making the choice easy for customers.
If the product has different sizes, the total available inventory will automatically be divided to show the sellable quantities of each size. For example, if I have a total of 50 units of the product and there are boxes of 25 and 10 units, I won't be able to select more than 3 boxes of 25, as it would exceed the available inventory. This functionality will ensure that I always maintain an adequate stock of each variant and prevent errors in the sales process.
In the event that a customer wants to purchase individual units instead of box sizes, I can select the unit option and increase the quantity from the standard numeric panel.
The interface should clearly and neatly display the available quantities for each variant, presenting them in selection boxes that do not exceed the total available inventory. Additionally, prices should be clearly visible next to each available selection, enabling customers to make informed decisions at the time of purchase.
With this improvement in the point of sale, I will be able to offer a more user-friendly and efficient experience to customers by providing them with a variety of options, without cluttering the screen with repeated products. Furthermore, relevant information about inventory and prices will be readily available to facilitate their choices.