[IMP] Point of Sale: Improvements on docs about discounts (#611)
@ -5,8 +5,7 @@ Pricing Features
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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advanced_pricing_features/manual_discount
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advanced_pricing_features/discounts
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advanced_pricing_features/seasonal_discount
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advanced_pricing_features/discount_tags
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advanced_pricing_features/discount_tags
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advanced_pricing_features/loyalty
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advanced_pricing_features/loyalty
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advanced_pricing_features/pricelists
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advanced_pricing_features/pricelists
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101
point_of_sale/advanced_pricing_features/discounts.rst
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===============
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Apply Discounts
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===============
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By offering discounts, you can entice your customers and drastically
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increase your revenue. It is vital to offer discounts, whether they are
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time-limited, seasonal or manually given.
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To manage discounts, Odoo has powerful features that help set up a
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pricing strategy tailored to every business.
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Apply manual discounts
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======================
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If you seldom use discounts, applying manual ones might be the easiest
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solution for your Point of Sale.
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You can either apply a discount on the whole order or on specific
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products inside an order.
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Apply a discount on a product
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-----------------------------
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From your PoS session interface, use the *Disc* button.
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.. image:: media/discounts_01.png
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:align: center
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:alt: View of the discount button for manual discount
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Then, you can input a discount over the product that is currently
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selected.
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Apply a global discount
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-----------------------
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To apply a discount on the whole order, go to :menuselection:`Point of
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Sales --> Configuration --> Point of Sale` and select your PoS.
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Once on your PoS form, select *Global Discounts*, under the *Pricing* category.
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.. image:: media/discounts_02.png
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:align: center
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:alt: View of the feature to enable for global discount
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Now, you have a new *Discount* button appearing on your PoS interface.
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.. image:: media/discounts_03.png
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:align: center
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:alt: View of the button to use for global discount via the pos interface
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Click on it and enter the wanted discount.
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.. image:: media/discounts_04.png
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:align: center
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:alt: View of the discount offered in the payment summary
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.. note::
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On this example, there is a global discount of 50% as well as a specific
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50% discount on oranges.
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Apply time-limited discounts
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============================
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To activate time-limited discounts, you must activate the *Pricelists*
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feature. To do so, go to :menuselection:`Point of Sales -->
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Configuration --> Point of Sale` and open your PoS. Then, enable the
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pricelist feature.
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.. image:: media/discounts_05.png
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:align: center
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:alt: View of the pricelist feature
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Once activated, you must choose the pricelists you want to make
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available in the PoS and define a default one.
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Create a pricelist
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------------------
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By default, Odoo has a *Public Pricelist* configured. To create more,
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go to :menuselection:`Point of Sale --> Products --> Pricelists`. Then
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click on create.
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When creating a pricelist, you can set several criteria to use a
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specific price: period, min. quantity, etc. You can also decide to apply
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that pricelist on specific products or on the whole range.
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.. image:: media/discounts_06.png
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:align: center
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:alt: View of a time-limited pricelist for two products
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Using a pricelist with the PoS interface
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----------------------------------------
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On the PoS interface, a new button appears. Use it to select a
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pricelist.
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.. image:: media/discounts_07.png
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:align: center
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:alt: View of the button to use for time-limited discounts via the pos interface
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Click on it to instantly update the prices with the selected pricelist. Then, you can finalize the order.
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@ -1,45 +0,0 @@
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======================
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Apply manual discounts
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======================
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If you seldom use discounts, applying manual discounts might be the
|
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easiest solution for your Point of Sale.
|
|
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|
|
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You can either apply a discount on the whole order or on specific
|
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products.
|
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|
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Apply a discount on a product
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=============================
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From your session interface, use *Disc* button.
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.. image:: media/manual_discount01.png
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:align: center
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You can then input a discount (in percentage) over the product that is
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currently selected and the discount will be applied.
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Apply a global discount
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=======================
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To apply a discount on the whole order, go to :menuselection:`Point of
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Sales --> Configuration --> Point of sale` and select your PoS interface.
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Under the *Pricing* category, you will find *Global Discounts*
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select it.
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.. image:: media/manual_discount02.png
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:align: center
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You now have a new *Discount* button in your PoS interface.
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.. image:: media/manual_discount03.png
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:align: center
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Once clicked you can then enter your desired discount (in percentages).
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.. image:: media/manual_discount04.png
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:align: center
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On this example, you can see a global discount of 50% as well as a
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specific product discount also at 50%.
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BIN
point_of_sale/advanced_pricing_features/media/discounts_01.png
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After Width: | Height: | Size: 18 KiB |
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point_of_sale/advanced_pricing_features/media/discounts_02.png
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point_of_sale/advanced_pricing_features/media/discounts_03.png
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point_of_sale/advanced_pricing_features/media/discounts_04.png
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point_of_sale/advanced_pricing_features/media/discounts_05.png
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point_of_sale/advanced_pricing_features/media/discounts_06.png
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point_of_sale/advanced_pricing_features/media/discounts_07.png
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After Width: | Height: | Size: 47 KiB |
Before Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 37 KiB |
Before Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 14 KiB |
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Before Width: | Height: | Size: 47 KiB |
@ -1,50 +0,0 @@
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============================
|
|
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Apply time-limited discounts
|
|
||||||
============================
|
|
||||||
|
|
||||||
Entice your customers and increase your revenue by offering time-limited
|
|
||||||
or seasonal discounts. Odoo has a powerful pricelist feature to support
|
|
||||||
a pricing strategy tailored to your business.
|
|
||||||
|
|
||||||
Configuration
|
|
||||||
=============
|
|
||||||
|
|
||||||
To activate the *Pricelists* feature, go to :menuselection:`Point of
|
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Sales --> Configuration --> Point of sale` and select your PoS interface.
|
|
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|
|
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.. image:: media/seasonal_discount01.png
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:align: center
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Choose the pricelists you want to make available in this Point of Sale
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|
||||||
and define the default pricelist. You can access all your pricelists by
|
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clicking on *Pricelists*.
|
|
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|
|
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Create a pricelist
|
|
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==================
|
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By default, you have a *Public Pricelist* to create more, go to
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:menuselection:`Point of Sale --> Catalog --> Pricelists`
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.. image:: media/seasonal_discount02.png
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:align: center
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You can set several criterias to use a specific price: periods, min.
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quantity (meet a minimum ordered quantity and get a price break), etc.
|
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You can also chose to only apply that pricelist on specific products or
|
|
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on the whole range.
|
|
||||||
|
|
||||||
Using a pricelist in the PoS interface
|
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||||||
======================================
|
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||||||
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||||||
You now have a new button above the *Customer* one, use it to
|
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instantly select the right pricelist.
|
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||||||
|
|
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.. image:: media/seasonal_discount03.png
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:align: center
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You can see the price is instantly updated to reflect the pricelist. You
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can finalize the order in your usual way.
|
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.. note::
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If you select a customer with a default pricelist, it will be
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applied. You can of course change it.
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@ -103,6 +103,8 @@ point_of_sale/advanced/cash_rounding.rst point_of_sale/shop/cash_rounding.rst
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point_of_sale/overview/start.rst point_of_sale/overview/getting_started.rst # start --> getting_started (#600)
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point_of_sale/overview/start.rst point_of_sale/overview/getting_started.rst # start --> getting_started (#600)
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point_of_sale/shop/refund.rst point_of_sale/overview/getting_started.rst # shop/refund --> overview/getting_started (#600)
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point_of_sale/shop/refund.rst point_of_sale/overview/getting_started.rst # shop/refund --> overview/getting_started (#600)
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point_of_sale/analyze/statistics.rst point_of_sale/overview/getting_started.rst # analyze/statistics --> overview/getting_started (#600)
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point_of_sale/analyze/statistics.rst point_of_sale/overview/getting_started.rst # analyze/statistics --> overview/getting_started (#600)
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point_of_sale/advanced_pricing_features/manual_discount.rst point_of_sale/advanced_pricing_features/discounts.rst # manual_discount --> discounts (#611)
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point_of_sale/advanced_pricing_features/seasonal_discount.rst point_of_sale/advanced_pricing_features/discounts.rst # seasonal_discount --> discounts (#611)
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quality/control_points.rst quality/control/control_points.rst # /* --> control/* (#469)
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quality/control_points.rst quality/control/control_points.rst # /* --> control/* (#469)
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quality/alert_mo.rst quality/alert/alert_mo.rst # /* --> alert/* (#469)
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quality/alert_mo.rst quality/alert/alert_mo.rst # /* --> alert/* (#469)
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