Custom POS checkout workflows without writing code

Build guided, reorderable Point of Sale flows for approvals, alternative payments, deposits, and lot/serial checks — then track every run with a full audit trail.

The problem

Native POS forces every checkout down one fixed path. Managers who need approval gates before a discount, mandatory lot/serial capture, staged deposits, or split-tender payments are stuck manually training staff around the gaps — or paying for custom development every time a policy changes.

The solution

POS Checkout Workflows lets managers compose their own checkout steps — approvals, alternative payments, deposits, scans, and instructions — drag them into order, and run them straight from the register. Every execution is logged for a complete, searchable audit trail.

Capabilities

Everything a custom checkout policy needs

Every capability below is implemented in the module.

01

Visual Workflow Builder

Assemble checkout workflows from reorderable steps in a kanban gallery and a drag-to-reorder Steps list — no code, no consultant.

02

Ready-Made Templates

Start from seeded templates for Refund & Exchange, Split Tender Checkout, and Layaway Deposit, then edit them to match your own policy.

03

Manager Approval Gates

Add a PIN-gated approval step so a manager must sign off on a discount, void, or refund before the cashier can continue.

04

Alternative Payment Steps

Guide cashiers to specific tenders — including emerging-market rails like Orange Money and Wave — as a dedicated step in the flow.

05

Deposit & Layaway Steps

Collect a configurable minimum deposit percentage as part of a layaway or hold-order workflow.

06

Lot/Serial Reminders

Prompt cashiers to scan lot or serial numbers at the exact point in the flow where traceability matters.

07

One-Tap Register Access

Run any configured workflow from a dedicated Workflows control button at the register, with a guided step-by-step dialog.

08

Full Audit Trail & Analytics

Every run is recorded with cashier, approver, timestamps, and per-step outcomes — browsable as a list, graph, and pivot.

Workflow

How it works

1

Design the workflow

Build steps in the Workflow form — approvals, payments, deposits, scans, notes — and drag them into the order you want.

2

Assign it to registers

Scope a workflow to specific registers, or leave it open so it is available everywhere.

3

Run it at checkout

Cashiers tap the Workflows button, pick the flow, and follow each step — entering a manager PIN where required.

4

Review the audit trail

Every completed or aborted run lands in Workflow Analytics with cashier, approver, and timing detail.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. It adds an optional guided workflow on top of native POS — cashiers can still use the standard checkout for orders that do not need extra steps.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

POS Workflows

A drag-and-drop checkout workflow builder with approval gates, alternative payment steps, deposits and layaway, lot and serial reminders, ready-made templates and a full audit trail.

Buy on Odoo App Store