diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale/overview/getting_started.rst index 892e6179f..9819f999e 100644 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ b/content/applications/sales/point_of_sale/overview/getting_started.rst @@ -2,148 +2,117 @@ 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:: - Don’t 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:: - It’s 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 - ` and :doc:`Use the IoT Box for the PoS - `. - -View your statistics -==================== - -Keeping track of your sales is essential to get meaningful statistics. That’s 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. 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