[IMP] Point of Sale: Improvements on docs about discounts (#611)

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@ -5,8 +5,7 @@ Pricing Features
.. toctree:: .. toctree::
:titlesonly: :titlesonly:
advanced_pricing_features/manual_discount advanced_pricing_features/discounts
advanced_pricing_features/seasonal_discount
advanced_pricing_features/discount_tags advanced_pricing_features/discount_tags
advanced_pricing_features/loyalty advanced_pricing_features/loyalty
advanced_pricing_features/pricelists advanced_pricing_features/pricelists

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@ -0,0 +1,101 @@
===============
Apply Discounts
===============
By offering discounts, you can entice your customers and drastically
increase your revenue. It is vital to offer discounts, whether they are
time-limited, seasonal or manually given.
To manage discounts, Odoo has powerful features that help set up a
pricing strategy tailored to every business.
Apply manual discounts
======================
If you seldom use discounts, applying manual ones might be the easiest
solution for your Point of Sale.
You can either apply a discount on the whole order or on specific
products inside an order.
Apply a discount on a product
-----------------------------
From your PoS session interface, use the *Disc* button.
.. image:: media/discounts_01.png
:align: center
:alt: View of the discount button for manual discount
Then, you can input a discount over the product that is currently
selected.
Apply a global discount
-----------------------
To apply a discount on the whole order, go to :menuselection:`Point of
Sales --> Configuration --> Point of Sale` and select your PoS.
Once on your PoS form, select *Global Discounts*, under the *Pricing* category.
.. image:: media/discounts_02.png
:align: center
:alt: View of the feature to enable for global discount
Now, you have a new *Discount* button appearing on your PoS interface.
.. image:: media/discounts_03.png
:align: center
:alt: View of the button to use for global discount via the pos interface
Click on it and enter the wanted discount.
.. image:: media/discounts_04.png
:align: center
:alt: View of the discount offered in the payment summary
.. note::
On this example, there is a global discount of 50% as well as a specific
50% discount on oranges.
Apply time-limited discounts
============================
To activate time-limited discounts, you must activate the *Pricelists*
feature. To do so, go to :menuselection:`Point of Sales -->
Configuration --> Point of Sale` and open your PoS. Then, enable the
pricelist feature.
.. image:: media/discounts_05.png
:align: center
:alt: View of the pricelist feature
Once activated, you must choose the pricelists you want to make
available in the PoS and define a default one.
Create a pricelist
------------------
By default, Odoo has a *Public Pricelist* configured. To create more,
go to :menuselection:`Point of Sale --> Products --> Pricelists`. Then
click on create.
When creating a pricelist, you can set several criteria to use a
specific price: period, min. quantity, etc. You can also decide to apply
that pricelist on specific products or on the whole range.
.. image:: media/discounts_06.png
:align: center
:alt: View of a time-limited pricelist for two products
Using a pricelist with the PoS interface
----------------------------------------
On the PoS interface, a new button appears. Use it to select a
pricelist.
.. image:: media/discounts_07.png
:align: center
:alt: View of the button to use for time-limited discounts via the pos interface
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 @@
======================
Apply manual discounts
======================
If you seldom use discounts, applying manual discounts might be the
easiest solution for your Point of Sale.
You can either apply a discount on the whole order or on specific
products.
Apply a discount on a product
=============================
From your session interface, use *Disc* button.
.. image:: media/manual_discount01.png
:align: center
You can then input a discount (in percentage) over the product that is
currently selected and the discount will be applied.
Apply a global discount
=======================
To apply a discount on the whole order, go to :menuselection:`Point of
Sales --> Configuration --> Point of sale` and select your PoS interface.
Under the *Pricing* category, you will find *Global Discounts*
select it.
.. image:: media/manual_discount02.png
:align: center
You now have a new *Discount* button in your PoS interface.
.. image:: media/manual_discount03.png
:align: center
Once clicked you can then enter your desired discount (in percentages).
.. image:: media/manual_discount04.png
:align: center
On this example, you can see a global discount of 50% as well as a
specific product discount also at 50%.

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@ -1,50 +0,0 @@
============================
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
Sales --> Configuration --> Point of sale` and select your PoS interface.
.. image:: media/seasonal_discount01.png
:align: center
Choose the pricelists you want to make available in this Point of Sale
and define the default pricelist. You can access all your pricelists by
clicking on *Pricelists*.
Create a pricelist
==================
By default, you have a *Public Pricelist* to create more, go to
:menuselection:`Point of Sale --> Catalog --> Pricelists`
.. image:: media/seasonal_discount02.png
:align: center
You can set several criterias to use a specific price: periods, min.
quantity (meet a minimum ordered quantity and get a price break), etc.
You can also chose to only apply that pricelist on specific products or
on the whole range.
Using a pricelist in the PoS interface
======================================
You now have a new button above the *Customer* one, use it to
instantly select the right pricelist.
.. image:: media/seasonal_discount03.png
:align: center
You can see the price is instantly updated to reflect the pricelist. You
can finalize the order in your usual way.
.. note::
If you select a customer with a default pricelist, it will be
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
point_of_sale/overview/start.rst point_of_sale/overview/getting_started.rst # start --> getting_started (#600) point_of_sale/overview/start.rst point_of_sale/overview/getting_started.rst # start --> getting_started (#600)
point_of_sale/shop/refund.rst point_of_sale/overview/getting_started.rst # shop/refund --> overview/getting_started (#600) point_of_sale/shop/refund.rst point_of_sale/overview/getting_started.rst # shop/refund --> overview/getting_started (#600)
point_of_sale/analyze/statistics.rst point_of_sale/overview/getting_started.rst # analyze/statistics --> overview/getting_started (#600) point_of_sale/analyze/statistics.rst point_of_sale/overview/getting_started.rst # analyze/statistics --> overview/getting_started (#600)
point_of_sale/advanced_pricing_features/manual_discount.rst point_of_sale/advanced_pricing_features/discounts.rst # manual_discount --> discounts (#611)
point_of_sale/advanced_pricing_features/seasonal_discount.rst point_of_sale/advanced_pricing_features/discounts.rst # seasonal_discount --> discounts (#611)
quality/control_points.rst quality/control/control_points.rst # /* --> control/* (#469) quality/control_points.rst quality/control/control_points.rst # /* --> control/* (#469)
quality/alert_mo.rst quality/alert/alert_mo.rst # /* --> alert/* (#469) quality/alert_mo.rst quality/alert/alert_mo.rst # /* --> alert/* (#469)