Setup & Management Guide on POS Product Categories in Odoo18

Properly managing product categories in the Point of Sale (POS) system is critical to a productive sales process. The Odoo 18 POS Product Categories in Odoo18 functionality enables businesses to organize products for easy access, boosting checkout efficiency and customer experience.

This guide explains how to configure and use POS Product Categories in Odoo18, ensuring that the POS interface is well-organised and easy to use.

What is POS Product Category in Odoo18

POS Product Category in Odoo18 is a categorisation that allows products to be grouped based on their kind, usage, or business logic. POS product categories differ from typical inventory product categories in that they are expressly designed to facilitate product selection at the POS interface, allowing cashiers and sales professionals to swiftly navigate through available items.

Odoo 18 POS Configuration

For configuration of POS Product Categories in Odoo18, go to the Point of Sale module and select the Configuration menu, which includes the POS Product Categories option.

Clicking on it takes you to a new page that displays all of the existing product categories. To set up a new category, use the New button.

The Product Category Form Appears, and You Can Configure Details Here.

• Category Name – Users can enter the name of the product category.
• Parent Category—Allocating a parent category helps structure product categories and creates a hierarchy. For example, if the ‘Soft drinks’ category must fall within the ‘Drinks’ category, it might be specified in this field.
• Offered Between – Specifies the time frame in which this category will be offered in the POS system (for example, 00:00 to 24:00 for full-day usage).

• Colour – Lets users to allocate a colour to the category, letting it stand out on the POS interface.
• Image – Users can submit an image symbolising the category to improve identification and use in POS.

Now, the POS Product category must be connected to the products that must be available under it. To do so, go to Product > Products.

How to Assign Multiple POS Product Categories in Odoo18

The product page opens; from there, choose which product should be added to this category. From the product page, navigate to the Point of Sale tab, where you will find a field called Category. Multiple categories can be assigned to the product in that area, allowing it to be found and readily picked from the POS session.

The product ‘Multigrain Bread’ now includes the category ‘Foods / Breads.’

Customize POS Category Display in Odoo 18

The categories displayed during a POS session can be controlled. That is, for a restaurant POS session, categories like Desks, Chairs, and so on are not necessary. So the products displayed during a POS session may be limited. To do this, go to Configuration > Settings and Choose the Point of Sale that requires configuration.

How to Use the Restrict Categories Feature in Odoo18 POS

Restrict Categories is a feature in the Product & PoS Categories section. In that field, enter the categories that must be displayed during the PoS session.

Now, go to the POS dashboard, go to the PoS session ‘Restaurant’, and click on Open Register.

Viewing & Managing POS Categories in Odoo18

All of the Pos Categories added for this session are visible at the top of the screen. Go to the newly developed Breads’ category.

Organizing Products in Odoo18 POS

All of the products with this category added to the Category field may be found here. This category feature might also help you identify products more simply. The products are sorted according to the categories that have been given.

Go back to the PoS session and add items to the cart.

How Sort by Category Organizes Products in the Cart

The cart now contains two goods, one from each category: Rye Bread from the Bread category and Cheese Croissant from the Pastries category. Because the Sort by Category function is activated when an item in the Bread category is put in to the cart, it is organised under the current Bread category item (Rye Bread) rather than appearing on a new line.

This grouping makes it simpler to identify goods in the cart that fall into the same category.

Setting POS Product Categories in Odoo18 helps organise products more effectively, making them easier to navigate and increasing checkout efficiency. The POS system becomes more user-friendly as categories are added, availability is defined, and visuals are customised. Implementing these categories results in a well-organized framework that improves the whole sales experience.

Implementing these POS product category strategies in Odoo18 will significantly enhance your functional performance and customer satisfaction. Invest in a well-organized POS system and reap the benefits of simplified sales.
Don’t wait! Implement these strategies today. Need help? Reach out to our Odoo experts for an Odoo consultation.