Rishvi Inventory — Inventory Operations
Rishvi Inventory allows you to manage, sync, and update all inventory data between Rishvi and Linn works. It provides tools to import warehouses, categories, product quantities, and bulk inventory in a structured and automated way.
1. Product Import Section
1.1 Linn Warehouse Details
- This section syncs the list of warehouses from Linn works into Rishvi Odoo.
- Clicking “Sync Warehouse” will
- Fetch all warehouses configured in Linn works
- Update or create warehouse records in Rishvi
- Ensure that warehouse IDs are mapped correctly for future operations
✔ Useful when adding new warehouses or refreshing existing warehouse data.
1.2 Linn Product Category Details
- Allows syncing product categories from Linn works to Rishvi.
- On clicking “Sync Product Categories”:
- All categories/subcategories from Linn works get imported
- System maps them to Rishvi product categories
- Ensures product classification remains consistent on both systems
✔ Helpful for organizing products before bulk imports.
2. Add Inventory by Linn SKU
- This feature lets you manually add or adjust inventory for a specific product using its Linn SKU.
- Steps:
- 1.Enter the Linn SKU in the input box
- 2.Click “Add”
- The system fetches inventory details for that SKU from Linn works and updates Rishvi.
✔ Useful for quick corrections or updating a single product without full bulk sync.
3. Bulk Import Section
This section deals with large-scale inventory synchronization.
Inventories in Rishvi :
- Number of product quantity records stored in Rishvi
Inventories in Linn works :
- Total Product Quantity records available in Linn Works
- Clicking “Refresh Inventory” will:
1.Recalculate counts
2.Compare inventory differences between both systems
✔ Helpful for monitoring data consistency.
3.2 Sync All Inventory (Bulk Sync)
This section is designed for multi-page dynamic inventory imports.
Fields:
Start Page & End Page
- Define how many pages to fetch from Linn works.
- Example: Pages 1 to 20(each page = 30 products
- System calculates:
1.Total pages
2.Maximum number of products to sync (e.g., up to 600)
- Clicking “Sync All Inventory” will:
- 1.Fetch inventory in batches
- 2.Update all product quantities in Rishvi
- 3.Ensure both systems stay fully synchronized
✔ Best for first-time setup or full system refresh.
On- Hand Quantity
On hand quantity represents the current Physical Inventory available for a product in your
warehouse. It’s the real time count of items physically present and available for sale or
Use.
4.Product Categories
The Product Categories menu allows you to manage and organize all product categories that come from Linn works or are created within Rishvi. It helps classify products properly so that reporting, syncing, and stock updates work smoothly.
1.Purpose of Product Categories
Product categories are used to group similar items together.
They help in:
- Organizing products in a structured way
- Mapping Linn works categories with Rishvi categories
- Applying rules such as valuation, costing, and inventory routes
- Quickly searching and filtering products
- Ensuring accurate categorization during inventory sync
2. Sync Categories from Linn works
When you sync:
- All categories from Linn works are imported
- Existing categories are updated
- New categories are created automatically
- Parent–child hierarchy is preserved
✔ Ensures both systems have an identical category structure.
5.Warehouse
The Warehouse menu allows you to manage and monitor warehouse information synced from Linn works. This is essential for handling inventory locations, stock movements, and multi-warehouse operations in Rishvi.
Warehouses define where inventory is stored.
In Rishvi, warehouse data is imported directly from Linn works to ensure both systems work with the same storage structure.
This menu helps in:
- Managing warehouse locations
- Syncing warehouse details from Linn works
- Updating storage information
- Ensuring correct stock allocation during import and sync
6.Pricelists
The Pricelists menu allows you to manage product selling prices that come from Linn works or are maintained in Rishvi. It ensures that the correct pricing is applied during order creation, product syncing, and customer billing.
Purpose of the Pricelists Menu
Pricelists help businesses maintain flexible pricing rules for products.
In Rishvi integration, we ensure that:
- Product prices coming from Linn works are synced properly
- Rishvi and Linn works always reflect the same selling price
- Future orders use accurate pricing
- Special prices or custom pricing rules are applied correctly
Inside Rishvi, you can also manually:
- Create new pricelists
- Set pricing rules
- Define discounts or markups
- Assign currencies
- Limit the pricelist to a specific customer or customer group
Useful when your business needs separate pricing structures.
Rishvi POS
A Point of Sale (POS) system is used to process sales transactions in retail or service-based environments. It helps in managing product purchases, recording payments, updating inventory, and generating receipts in real time. POS provides a fast and efficient interface for cashiers or salespersons to handle orders.
🔹 Core Features of POS
- Product Selection – Quickly browse and add products to the order list.
- Payment Processing – Supports multiple payment types like cash, card, or digital payments.
- Discount Application – Apply discounts either per product or on the entire order.
- Inventory Update – Automatically reduces stock quantities when sales are completed.
- Receipt Generation – Printable and digital receipts for customers.
- Order Validation – Ensures all necessary details (like payment, items, etc.) are correct before confirming.
- Customer Management – Option to link sales with customers if enabled.
- Real-time Sync (in integrated systems) – Syncs sales data with backend and other systems.
🔹 Advanced Features of POS
- Multi-session Handling – Multiple POS terminals can operate simultaneously. Each session tracks sales operations and can be closed individually for accounting purposes.
- Offline Mode – The POS can continue to function without an internet connection. All transactions are stored locally and synchronized automatically once the connection is restored.
- Cash Control – Allows tracking of cash inflow and outflow during a POS session. Opening and closing balance can be configured to ensure accuracy in handling physical cash.
- Barcode Scanning Support – Products can be added instantly using barcode scanners, reducing manual search and speeding up the billing process.
- Sales Order History – POS maintains a history of previous orders, allowing actions such as receipt reprinting, refunds, or cancellation of sales.
- User Access Control – Different access levels can be assigned to employees. For example, only authorized users may apply discounts, modify orders, or close sessions.
- Receipt Customization – Receipts can be personalized with details such as store logo, contact information, terms and conditions, or QR/barcode.
- Accounting Integration – Sales and payment data are automatically posted to accounting journals, ensuring accurate financial records without manual intervention.
- Tax Management – Product-specific and region-specific taxes are automatically calculated and applied during the transaction.
- Session End-of-Day Summary – At the end of each session, a detailed summary is generated, including total sales, payment methods used, and cash difference (if enabled).
POS with Linn works Integration
We integrated our Odoo POS system with Linn works to automate and synchronize key business data like shipping services, product categories, price lists, and discounts.
Instead of manually configuring these in POS, we fetch them directly from Linn works using APIs. This improves accuracy, reduces setup time, and ensures that whatever is updated in Linn works is reflected in the POS.
This integration helps the POS work with real-time business configuration and makes selling faster and more efficient at the billing counter.
The dashboard gives a quick summary of all major POS features linked with Linn works.
It is designed in a card-based layout where each card represents a key functionality like shipping services, discounts, pricelists, or product categories.
From here, the user can directly perform actions like importing data or enabling features. This helps in managing POS configurations in one place without going into multiple settings. It improves usability and makes it easy for admins to trigger sync and configuration updates at any time.
Import Shipping Services
- This feature pulls shipping service details directly from Linn works using API.
- Once imported, these services are visible in the POS frontend.
- We later converted the dropdown into clickable buttons for faster selection during billing.
Enable Discounts
- Clicking this enables the discount functionality in the POS.
- It updates Odoo POS settings so that cashiers can apply discounts directly while making a sale.
Enable Pricelists
- Activates support for pricelists in POS.
- Useful when different prices need to be shown based on customer type, season, or promo rules.
- Syncs with backend price configurations.
Import Product Categories
- Fetches product categories from Linn works and saves them in Odoo POS categories.
- Helps organize products in POS by proper grouping.
- Reduces manual setup and keeps categories consistent with Linn works.
POS Settings Configuration
Make sure POS categories are not restricted to allow all product categories to be available in the POS.
In the POS settings, do not enable the option “Restrict Categories” under Product & POS categories.
This ensures all products linked to any category are visible and selectable during POS operations.
POS Sales Flow with Linn works Integration
2. Open a POS Session
- The cashier opens a new POS session to start billing. This initializes the POS interface and allows transactions to begin
2. Select/Add Customer
- Before processing the order, a customer can be selected from existing records or added as a new customer. This helps in proper order tracking and syncing with Linn works.
3. Add Products to Cart
- The required products are added to the cart. Product details like price, stock, and category are fetched from Odoo.
4. Apply Discount (If Required)
- If discounts are enabled, the cashier can apply a discount to the order or individual products.
- Add Internal Note
- The cashier can enter internal notes or instructions if any additional information needs to be passed along with the order.
6. Select Shipping Service
- Shipping options imported from Linn works via API are displayed as selectable buttons. The cashier selects the appropriate service based on order requirements.
7. Validate the Order
- Once all details are confirmed (customer, products, discount, internal note, and shipping), the order is validated through the POS.
8. Automatic Order Sync to Linnworks
- After validation, the order is automatically sent to Linn works.
- A Linn works Order Number is generated and stored in the POS backend order record.
- Order Verification
Using the Linn works Order Number:
- The exact order can be located in Linn works.
- All details such as customer, products, discount, internal note, and shipping service can be verified.
- This ensures successful synchronization between POS and Linn works.
Conclusion
With this POS and Linn works integration, we have transformed the entire retail billing process into a smart, automated, and highly efficient workflow. From importing product categories and shipping services directly from Linn works to managing customers, discounts, notes, and validating POS orders—all actions are seamlessly synchronized in real time.
The system eliminates manual configuration, ensures data accuracy, and speeds up the checkout process. Most importantly, once a sale is validated, the backend automatically generates a Linn works Order Number, allowing the operations team to instantly track, verify, and process the order directly in Linn works.
This integration not only improves operational transparency and order traceability but also enhances customer experience and reduces human errors. Overall, it provides a fast, scalable, and reliable POS solution fully aligned with Linn works business operations.
