[IMP] pos: update and improve the page and screenshots
closes odoo/documentation#3072
Taskid: 3062150
X-original-commit: f2b8645a3c
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
@ -2,148 +2,117 @@
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Getting started
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===============
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When working with a Point of Sale application, employees want a
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simple, and user-friendly solution. A solution that works online or
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offline and with any device.
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A Point of Sale system is a fully integrated application that allows any transaction,
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automatically registers product moves in your stock, and gives you
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real-time statistics and consolidations across all shops.
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**Point of Sale** is a fully integrated application that allows you to sell products (online or
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offline) with any device. It also automatically registers product moves in your stock, gives you
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real-time statistics, and consolidations across all shops.
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Configuration
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=============
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Make products available in the PoS
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----------------------------------
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Make products available
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-----------------------
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To make products available for sale, go to :menuselection:`Point of
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Sale --> Products --> Products` and open a product. In the *Point of Sale*
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tab, enable *Available in Point of Sale*.
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To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
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and open a product. In the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`.
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.. image:: getting_started/getting_started_01.png
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:align: center
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:alt: Product form. Making the product available in PoS.
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.. image:: getting_started/pos-available.png
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:align: center
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:alt: Making a product available in your POS.
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Configure payment methods
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-------------------------
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To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
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Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
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check :guilabel:`Cash` for cash payments.
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.. image:: getting_started/payment-method.png
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:align: center
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:alt: Creating a new payment method for a POS.
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.. note::
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You can also define if the product has to be weighted or not.
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Credentials are mandatory to use a payment terminal. To learn how to configure the different
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terminals, check out the following documentation pages:.
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Configure your payment methods
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------------------------------
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- :doc:`Adyen configuration <../payment/adyen>`
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- :doc:`Vantiv configuration <../payment/vantiv>`
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- :doc:`Ingenico configuration <../payment/ingenico>`
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- :doc:`Six configuration <../payment/six>`
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To add a payment method, you first need to create it. Go to
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:menuselection:`Point of Sale --> Configuration --> Payment Methods`
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and click on create. Then, you can name your payment method and set it
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up.
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Now, you can select the payment method in your POS settings. To do so, go to
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:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
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wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
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the :guilabel:`Payments` section.
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.. image:: getting_started/getting_started_02.png
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:align: center
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:alt: Creating a new payment method for a Point of Sale.
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POS sessions
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============
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Start a session
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---------------
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From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
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:guilabel:`Resume` if the session was already open.
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.. note::
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Don’t forget your credentials for methods using a payment terminal.
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Multiple users can be connected to the same session at the same time. However, the session can
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only be open once on the same browser.
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Now, you can select the payment method in your PoS settings. To do so,
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go to :menuselection:`Point of Sale --> Configuration --> Point of
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Sale` and open the PoS in which you want to include the payment method. Then, add the
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payment method.
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Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
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enter the number of products using the keypad. To add a **discount** or modify the product
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**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
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.. image:: getting_started/getting_started_03.png
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:align: center
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:alt: Making the payment method available in a point of sale.
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Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
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**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
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:guilabel:`New Order` to move on to the next customer.
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.. note::
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*Configuration* is the menu where you can edit all your point of sale settings.
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Some more features are available for restaurants.
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Your first PoS session
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======================
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Your first order
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----------------
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Open a new session from the dashboard by clicking on *New Session*.
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.. image:: getting_started/getting_started_04.png
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:align: center
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:alt: Launching a new session.
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After the loading screen, you arrive on the PoS interface.
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.. image:: getting_started/getting_started_05.png
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:align: center
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:alt: Point of sale dashboard.
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Once an order is completed, you can register the payment. All the
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available payment methods appear on the left of the screen. Select the payment
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method and enter the received amount. Then, you can validate the
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payment.
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.. image:: getting_started/pos-interface.png
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:align: center
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:alt: POS session interface.
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.. tip::
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You can use both `,` and `.` on your keyboard as decimal separators.
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- You can use both `,` and `.` on your keyboard as decimal separators.
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- **Cash** is selected by default if you enter the amount without choosing a payment method.
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Return and refund products
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--------------------------
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Having a well-thought-out return policy is key to keep customers satisfied and make the process
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of accepting returns and refunds easy for you.
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To return a product and make a refund,
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To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
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customer wants to return. For multiple products, repeat the process individually.
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#. from the **POS dashboard**, **open a session** and select the returned product;
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#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
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#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
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#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
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.. image:: getting_started/getting_started_06.png
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:align: center
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:alt: Refunding a product with the point of sale app.
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When on the payment interface, the total is negative. To end the refund,
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process the payment and validate it.
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.. image:: getting_started/getting_started_07.png
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:align: center
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:alt: Giving back money to customer in Odoo Point of Sale.
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Close the PoS session
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Close the POS session
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---------------------
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To close your session at the end of the day, click on the close button on the upper right corner
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of your screen and confirm. Now, close the session on the dashboard view.
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To close your session,
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.. image:: getting_started/getting_started_08.png
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:align: center
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:alt: How to close a point of sale session.
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#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
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right corner of your screen;
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#. then, click :guilabel:`Close` and proceed to the **closing control**;
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#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
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drawer;
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#. once the control is done, click :guilabel:`Close session & post entries`;
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#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
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.. image:: getting_started/close-pos-session.png
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:align: center
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:alt: How to close a POS session.
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.. tip::
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It’s strongly advised to close your PoS session at the end of each day.
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- It is strongly advised to close your POS session at the end of each day.
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- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
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Sessions`.
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Once a session is closed, you can see a summary of all transactions per payment method.
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Then, click on a line to see all orders that were paid during your PoS session.
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If everything is correct, validate the session and post the closing entries.
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View statistics
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===============
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.. image:: getting_started/getting_started_09.png
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:align: center
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:alt: Point of sale sales report before closing the session.
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To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
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the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
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and :guilabel:`Orders`.
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.. tip::
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To connect the PoS hardware with an Odoo IoT Box, please refer to these
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docs: :doc:`Connect an IoT Box to your database
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</applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS
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</applications/productivity/iot/config/pos>`.
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View your statistics
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====================
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Keeping track of your sales is essential to get meaningful statistics. That’s why Odoo
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provides analyzes about your sales.
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To access your statistics, go to :menuselection:`Point of Sales -->
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Reporting --> Orders`. There, you can see various statistics in graph
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or pivot form.
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.. image:: getting_started/getting_started_10.png
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:align: center
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:alt: Orders analysis with pivot view of the point of sale reporting feature.
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You can also access them through the dashboard.
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.. image:: getting_started/getting_started_11.png
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:align: center
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:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form.
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These statistics are available in graph or pivot view that you can filter or group depending on your
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needs.
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