[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>
@ -1,31 +1,97 @@
|
|||||||
===================================
|
====
|
||||||
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
|
||||||
:align: center
|
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.
|
||||||
|
|
||||||
Add the tip your customer wants to leave and process to the payment.
|
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`.
|
||||||
|
|
||||||
.. image:: tips/tips03.png
|
.. note::
|
||||||
:align: center
|
- 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
|
||||||
|
:alt: tip popup window
|
||||||
|
|
||||||
|
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**.
|
||||||
|
|
||||||
|
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
|
||||||
|
: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
|
||||||
|
After Width: | Height: | Size: 5.7 KiB |
After Width: | Height: | Size: 8.4 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 5.7 KiB |
Before Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 35 KiB |
Before Width: | Height: | Size: 38 KiB |