[IMP] pos: update tip info, remove and update screenshots

closes odoo/documentation#3253

Taskid: 3005150
X-original-commit: 4b258e1401
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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LoredanaLrpz 2022-12-01 10:40:35 +00:00
parent 49e02a9097
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=================================== ====
Integrate a tip option into payment Tips
=================================== ====
As it is customary to tip in many countries all over the world, it is Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops
important to have the option in your PoS interface. <../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
Configure Tipping .. _configuration:
=================
To activate the *Tips* feature, go to :menuselection:`Point of Sale Configuration
--> Configuration --> Point of sale` and select your PoS. =============
Under the Bills & Receipts category, you will find *Tips*. Select it To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale
and create a *Tip Product* such as *Tips* in this case. --> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow
**tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once
enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product
will be used as a reference on customers' receipts.
.. image:: tips/tips01.png .. image:: tips/tips-setup.png
:align: center :align: center
:alt: enable tips in a POS
Add Tips to the bill .. _tip-product:
====================
Once on the payment interface, you now have a new *Tip* button Tip products
------------
.. image:: tips/tips02.png **Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip
Product <configuration>` field and click :guilabel:`Create` or press **enter**. The product is
automatically configured to be used as a tip at the payment screen.
However, if you wish to be able to select the tip product in a POS session, you must activate the
**Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product
configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS`
checkbox, and click :guilabel:`Save & Close`.
.. note::
- When you create a product to use as a tip, leave the **product type** as :guilabel:`Consumable`
to avoid unnecessary inventory movements.
- You can only select one tip product per POS, but you can choose a different one for each.
Tip using an Adyen terminal
---------------------------
If you use an :doc:`Adyen <../payment/adyen>` payment terminal and wish to enable **tips**
using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip
settings <configuration>`.
Tip after payment
-----------------
If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment
(North America specific)`. Doing so generates a bill to print and complete manually by the customer
and the waiter. That bill indicates the tip value the customer chooses to give after the payment.
.. important::
To use this feature, the selected payment method must have a bank journal attributed.
Add tips
========
To add tips to an order, :doc:`access the payment screen <../overview/getting_started>` and click
:guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and
process the payment.
.. image:: tips/add-tip.png
:align: center :align: center
:alt: tip popup window
Add the tip your customer wants to leave and process to the payment. Alternatively, you can select the :ref:`tip product <tip-product>` on the POS interface to add it to
the cart. When selected, the product is automatically set as a tip, and its default value equals its
**Sales Price**.
.. image:: tips/tips03.png Tip using an Adyen terminal
---------------------------
During checkout, select **Adyen** as the payment terminal, and send the payment request to the
device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on
the terminal's screen before proceeding to the payment.
Tip after payment
-----------------
At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing so generates a bill
to complete by the customer.
.. image:: tips/tipping-bill.png
:align: center :align: center
:alt: tipping bill after payment to complete by customers
On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`),
:guilabel:`No Tip`, or enter the tipping amount the customer chose to give. Then, click
:guilabel:`Settle` to move to the following order.
.. image:: tips/tip-after-payment.png
:align: center
:alt: screen to select a tip amount to collect after payment

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