[IMP] pos: update and improve the page and screenshots

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

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