[ADD] point_of_sale: How to manage multiple cashiers?

https://docs.google.com/document/d/1HttoILrB7mzpEYWSHbzzG4ZrpTOv25oce_5jpZN3ENk/edit#
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Yannick Tivisse 2015-11-17 14:50:21 +01:00
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@ -1,3 +1,174 @@
================================
How to manage multiple cashiers?
================================
================================
This tutorial will describe how to manage multiple cashiers. There are
four differents ways to manage several cashiers.
Switch cashier without any security
===================================
As prerequisite, you just need to have a second user with the **Point of
Sale User** rights (Under the :menuselection:`General Settings --> Users` menu).
On the **Dashboard** click on **New Session** as the main user.
.. image:: media/multi_cashier01.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier02.png
:align: center
And switch to another cashier.
.. image:: media/multi_cashier03.png
:align: center
The name on the top has changed which means you have changed the cashier.
.. image:: media/multi_cashier04.png
:align: center
Switch cashier with pin code
============================
Configuration
-------------
If you want your cashiers to need a pin code to be able to use it, you
can set it up in by clicking on **Settings**.
.. image:: media/multi_cashier05.png
:align: center
Then click on **Manage access rights**.
.. image:: media/multi_cashier06.png
:align: center
**Edit** the cashier and add a security pin code on the **Point of Sale**
tab.
.. image:: media/multi_cashier07.png
:align: center
Change cashier
--------------
On the **Dashboard** click on **New Session**.
.. image:: media/multi_cashier08.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier09.png
:align: center
Choose your **cashier**:
.. image:: media/multi_cashier10.png
:align: center
You will have to insert the user's **pin code** to be able to continue.
.. image:: media/multi_cashier11.png
:align: center
Now you can see that the cashier has changed.
.. image:: media/multi_cashier12.png
:align: center
Switch cashier with cashier barcode badge
=========================================
Configuration
-------------
If you want your cashiers to scan its badge,
you can set it up in by clicking on **Settings**.
.. image:: media/multi_cashier13.png
:align: center
Then click on **Manage access rights**
.. image:: media/multi_cashier14.png
:align: center
**Edit** the cashier and add a **security pin code** on the **Point of Sale**
tab.
.. image:: media/multi_cashier15.png
:align: center
.. tip::
Be careful of the barcode nomenclature, the default one forced you
to use a barcode starting with ``041`` for cashier barcodes. To change that
go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
.. image:: media/multi_cashier16.png
:align: center
Change Cashier
--------------
On the **Dashboard** click on **New Session**.
.. image:: media/multi_cashier17.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier18.png
:align: center
When the cashier scans his own badge, you can see on the top that the
cashier has changed.
Assign session to a user
========================
Click on the menu :menuselection:`Point of Sale --> Orders --> Sessions`.
.. image:: media/multi_cashier19.png
:align: center
Then, click on **New** and assign as **Responsible** the correct cashier to the
point of sale.
.. image:: media/multi_cashier20.png
:align: center
When the cashier logs in he is able to open the session
.. image:: media/multi_cashier21.png
:align: center
Assign a default point of sale to a cashier
===========================================
If you want your cashiers to be assigned to a point of sale, go to
:menuselection:`Point of Sales --> Configuration --> Settings`.
.. image:: media/multi_cashier22.png
:align: center
Then click on **Manage Access Rights**.
.. image:: media/multi_cashier23.png
:align: center
**Edit** the cashier and add a **Default Point of Sale** under the **Point of
Sale** tab.
.. image:: media/multi_cashier24.png
:align: center
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`