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Retail Core POS Functionalities

Retail Core POS Functionalities

This course covers day-to-day Point of Sale operations including register setup, customer selection, tax handling, transaction processing, receipt management, gift card handling, refunds, and inventory visibility across locations.

It is designed to ensure retail staff can operate the POS system accurately, process payments correctly, and maintain consistent transaction records.


Join this Course
Responsible Jillian Tavera
Last Update 06/05/2026
Completion Time 3 hours 47 minutes
Members 19
  • ACCESS, STAFF, AND STORE READINESS
    1Lessons · 15 min
    • Open and Reconcile Cash Register in Odoo POS
      10 xp
  • CUSTOMER MANAGEMENT (POS + BACKEND LINK)
    3Lessons · 30 min
  • TAX COMPLIANCE WORKFLOW
    2Lessons · 30 min
    • Assign Tax Exempt Status to a Contact
      10 xp
    • Process POS Transaction with Tax Exemption in Odoo
      10 xp
  • CORE POS TRANSACTIONS
    3Lessons · 50 min
    • Basic Functionality of POS
      10 xp
    • Process Manual Credit Card Payments in Odoo
      10 xp
    • How to Reprint & Re-email a Receipt in Odoo POS
      10 xp
  • GIFT CARDS & STORE CREDIT
    2Lessons · 20 min
    • Create and Sell Physical Gift Cards
    • How to Look Up a Gift Card in POS
      10 xp
  • RETURNS & REFUNDS
    2Lessons · 10 min
    • How to Process a Partial Refund
      10 xp
    • How to Process a Multi-Product Refund in POS (Full Refund)
  • Practice Assignments (Sandbox Required)
    5Lessons · 22 min
    • Register Access, PIN Login & Cash Opening
      10 xp
    • Customer Selection & Tax Exemption Handling in POS
      10 xp
    • Sales Transaction, Payment & Receipt Handling
      10 xp
    • Gift Cards, Refunds & Order Lookup
      10 xp
    • Training Completion Verification
      10 xp
  • Week 2 - New Lessons
    3Lessons · 45 min
    • Assign a New Lead in Odoo CRM (Multi-Company)
      10 xp
    • Issue Refund via Gift Card in POS
      10 xp
    • Retail Reporting - How to view On Hand Quantity by Location
      10 xp
  • Advanced Trainings
    1Lessons · 5 min
    • Close Register and Verify Cash Balance in Odoo
      10 xp