diff --git a/content/applications/finance/fiscal_localizations/belgium.rst b/content/applications/finance/fiscal_localizations/belgium.rst index 6d7a55334..54a6d5b66 100644 --- a/content/applications/finance/fiscal_localizations/belgium.rst +++ b/content/applications/finance/fiscal_localizations/belgium.rst @@ -71,9 +71,9 @@ POS. - Sell products without a valid VAT number. - Use a POS that is not connected to an IoT box. -- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated - and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as - :guilabel:`Half-Up`. +- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be + activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` + set as :guilabel:`Half-Up`. - Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and from the :guilabel:`Accounting` section, open the :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field. diff --git a/content/applications/finance/payment_providers/stripe.rst b/content/applications/finance/payment_providers/stripe.rst index 480242d73..f28dc1a61 100644 --- a/content/applications/finance/payment_providers/stripe.rst +++ b/content/applications/finance/payment_providers/stripe.rst @@ -10,7 +10,8 @@ Link your Stripe Account with Odoo .. seealso:: - :ref:`payment_providers/add_new` - - :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment/stripe>` + - :doc:`Use a Stripe payment terminal in Point of Sale + <../../sales/point_of_sale/payment_methods/terminals/stripe>` The method to acquire your credentials depends on your hosting type: diff --git a/content/applications/productivity/iot.rst b/content/applications/productivity/iot.rst index 02503dee3..6ce1a17d9 100644 --- a/content/applications/productivity/iot.rst +++ b/content/applications/productivity/iot.rst @@ -12,4 +12,3 @@ Internet of Things (IoT) iot/config iot/devices - ../sales/point_of_sale/payment diff --git a/content/applications/productivity/iot/config/pos.rst b/content/applications/productivity/iot/config/pos.rst index 4f9d804ef..590640ebe 100644 --- a/content/applications/productivity/iot/config/pos.rst +++ b/content/applications/productivity/iot/config/pos.rst @@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box. - **Payment terminal**: The connection process depends on the terminal, please refer to the :doc:`payment terminals documentation - `. + `. Once it's done, you can connect the IoT Box to your PoS. For this, go in :menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box* diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 305cea962..4b2d990d3 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -1,24 +1,187 @@ -:nosearch: :show-content: -:hide-page-toc: :show-toc: ============= Point of Sale ============= -With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but -is able to continue working even if you are offline. +With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with +a web browser, even if you are temporarily offline. Product moves are automatically registered in +your stock, you get real-time statistics, and your data is consolidated across all shops. .. seealso:: - `Odoo Tutorials: Point of Sale Tutorials `_ - :doc:`IoT Boxes Documentations ` +.. _pos/session-start: + +Start a session +=============== + +From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash +Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue +Selling` if the session is already opened. + +.. note:: + Multiple users can be connected to the same session at the same time. However, the session can + only be opened once on the same browser. + +.. _pos/sell: + +Sell products +============= + +Click 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. + +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. + +.. image:: point_of_sale/pos-interface.png + :alt: POS session interface. + +.. tip:: + - 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. + +.. _pos/customers: + +Register customers +================== + +Registering your customers gives you the ability to grant them various privileges such as discounts, +loyalty program, specific communication. It is also required if they want an invoice and registering +them makes any future interaction with them faster. + +From your session interface, use the customer button. + +.. image:: point_of_sale/customer-button.png + +Create a new one by using this button. + +.. image:: point_of_sale/customer-add.png + +You will be invited to fill out the customer form with their +information. + +.. image:: point_of_sale/customer-form.png + +Use the save button when you are done. You can then select that customer +in any future transactions. + +.. _pos/customer-notes: + +Customer notes +============== + +You can add **customer notes** about specific products directly from an open :ref:`POS session +`. For instance, to provide cleaning and maintenance tips. They can also be used +to track a customer's particular request, such as not wanting the product to be assembled for them. + +To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up +window in which you can add or modify content for the note. + +.. note:: + Product notes from an :doc:`imported SO ` are displayed + identically in the cart. + +.. image:: point_of_sale/customer-notes.png + :alt: Customer note button and notes (SO and POS session) on products in the cart + +Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart, +under the related product. + +.. image:: point_of_sale/notes-receipt.png + :alt: Customer receipt with notes from an SO and from the customer note feature + +.. _pos/refund: + +Return and refund products +========================== + +To return and refund a product, + +#. :ref:`start a session ` from the **POS dashboard**; +#. click :guilabel:`Refund` and select the corresponding order; +#. select the product and the quantity to refund using the keypad; +#. click :guilabel:`Refund` to go back to the previous screen; +#. 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:: point_of_sale/refund.png + :alt: refund view from a POS + +.. note:: + - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or + :guilabel:`Customer` using the search bar. + - You can also refund a product by selecting the returned product from an open session, and + setting a negative quantity that equals the number of returned products. To do so, click + :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products. + +.. _pos/cash-register: + +Manage the cash register +======================== + +To add or take out cash from the register, click the **menu icon** in the upper right corner of your +screen and :guilabel:`Cash In/Out`. + +.. image:: point_of_sale/menu-button.png + :alt: Dropdown menu to close a POS session, reach the backend, add or take cash out or check + orders + +Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`, +enter the amount and the reason, and click :guilabel:`Confirm`. + +.. _pos/session-close: + +Close the POS session +===================== + +To close your session, click the **menu icon** in the upper right corner of your screen and +:guilabel:`Close Session`. + +Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve +various information: + +- the number of orders made and the total amount made during the session; +- the expected amounts grouped by payment method. + +Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up +window that computes the total amount in the cash drawer depending on the coins and bills counted +and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The +computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are +specified in the **Notes** section. + +.. image:: point_of_sale/closing-control.png + :alt: How to close a POS session. + +Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to +the **POS dashboard**. + +.. note:: + - To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown + menu. + - To abort, click :guilabel:`Discard` on the pop-up window. + - Depending on your setup, you might only be allowed to close a session if the expected cash + revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the + :guilabel:`Payments Difference` screen. + +.. tip:: + - 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`. + .. toctree:: :titlesonly: - point_of_sale/overview + point_of_sale/employee_login + point_of_sale/receipts_invoices + point_of_sale/configuration point_of_sale/shop point_of_sale/restaurant - point_of_sale/payment - point_of_sale/advanced_pricing_features + point_of_sale/pricing + point_of_sale/payment_methods + point_of_sale/reporting diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features.rst b/content/applications/sales/point_of_sale/advanced_pricing_features.rst deleted file mode 100644 index 73b99182b..000000000 --- a/content/applications/sales/point_of_sale/advanced_pricing_features.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -================ -Pricing Features -================ - -.. toctree:: - :titlesonly: - - advanced_pricing_features/discounts - advanced_pricing_features/discount_tags - advanced_pricing_features/loyalty - advanced_pricing_features/pricelists diff --git a/content/applications/sales/point_of_sale/closing-control.png b/content/applications/sales/point_of_sale/closing-control.png new file mode 100644 index 000000000..ce8a66a58 Binary files /dev/null and b/content/applications/sales/point_of_sale/closing-control.png differ diff --git a/content/applications/sales/point_of_sale/configuration.rst b/content/applications/sales/point_of_sale/configuration.rst new file mode 100644 index 000000000..7151c7f0c --- /dev/null +++ b/content/applications/sales/point_of_sale/configuration.rst @@ -0,0 +1,54 @@ +:show-content: +:show-toc: + +============= +Configuration +============= + +.. _configuration/settings: + +Access POS settings +=================== + +To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration --> +Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to +configure. + +.. image:: configuration/select-pos-dropdown.png + :alt: Dropdown menu to select the POS in the app settings + +.. note:: + These settings are available to users with the :doc:`access rights + ` :guilabel:`Administration` set as + :guilabel:`Settings`. + +You can also configure some settings from the dashboard by clicking the vertical ellipsis button +(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can: + +- :doc:`Enable multiple employees to log in. ` +- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>` +- :doc:`Connect and set up an ePOS printer. ` + +.. image:: configuration/toggle-settings.png + :alt: popup window to access quick settings in POS + +.. note:: + These settings are available to users with the :doc:`access rights + ` :guilabel:`Point of Sale` set as + :guilabel:`Administrator`. + +Make products available +======================= + +To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, +and select a product to open the product form. In the :guilabel:`Sales` tab, enable +:guilabel:`Available in POS`. + +.. image:: configuration/pos-available.png + :alt: Making a product available in your POS. + +.. toctree:: + :titlesonly: + + configuration/https + configuration/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc.rst b/content/applications/sales/point_of_sale/configuration/epos_ssc.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc.rst rename to content/applications/sales/point_of_sale/configuration/epos_ssc.rst diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/browser-https-insecure.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/browser-https-insecure.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/browser-https-insecure.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/browser-https-insecure.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/browser-warning.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/browser-warning.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/browser-warning.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/browser-warning.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/mozilla-not-secure.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/mozilla-not-secure.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/mozilla-not-secure.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/mozilla-not-secure.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/win-cert-wizard-store.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/win-cert-wizard-store.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/win-cert-wizard-store.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/win-cert-wizard-store.png diff --git a/content/applications/sales/point_of_sale/overview/https.rst b/content/applications/sales/point_of_sale/configuration/https.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/https.rst rename to content/applications/sales/point_of_sale/configuration/https.rst diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png b/content/applications/sales/point_of_sale/configuration/pos-available.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-available.png rename to content/applications/sales/point_of_sale/configuration/pos-available.png diff --git a/content/applications/sales/point_of_sale/configuration/select-pos-dropdown.png b/content/applications/sales/point_of_sale/configuration/select-pos-dropdown.png new file mode 100644 index 000000000..b98bd8aa1 Binary files /dev/null and b/content/applications/sales/point_of_sale/configuration/select-pos-dropdown.png differ diff --git a/content/applications/sales/point_of_sale/configuration/toggle-settings.png b/content/applications/sales/point_of_sale/configuration/toggle-settings.png new file mode 100644 index 000000000..f607aa1a3 Binary files /dev/null and b/content/applications/sales/point_of_sale/configuration/toggle-settings.png differ diff --git a/content/applications/sales/point_of_sale/overview/register/register02.png b/content/applications/sales/point_of_sale/customer-add.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register02.png rename to content/applications/sales/point_of_sale/customer-add.png diff --git a/content/applications/sales/point_of_sale/overview/register/register01.png b/content/applications/sales/point_of_sale/customer-button.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register01.png rename to content/applications/sales/point_of_sale/customer-button.png diff --git a/content/applications/sales/point_of_sale/overview/register/register03.png b/content/applications/sales/point_of_sale/customer-form.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register03.png rename to content/applications/sales/point_of_sale/customer-form.png diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png b/content/applications/sales/point_of_sale/customer-notes.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png rename to content/applications/sales/point_of_sale/customer-notes.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers.rst b/content/applications/sales/point_of_sale/employee_login.rst similarity index 85% rename from content/applications/sales/point_of_sale/shop/multicashiers.rst rename to content/applications/sales/point_of_sale/employee_login.rst index 90007248b..f09d17192 100644 --- a/content/applications/sales/point_of_sale/shop/multicashiers.rst +++ b/content/applications/sales/point_of_sale/employee_login.rst @@ -21,7 +21,7 @@ To enable the feature, go to your *PoS settings* and check log in with employees on your *PoS form*. Then, add the employees that have access to the cash register. -.. image:: multicashiers/multicashiers01.png +.. image:: employee_login/multicashiers01.png :align: center Now, you can switch cashier easily. @@ -32,12 +32,12 @@ Switch without pin codes The easiest way to switch cashiers is without a code. To do so, click on the cashier name in your PoS interface. -.. image:: multicashiers/multicashiers02.png +.. image:: employee_login/multicashiers02.png :align: center Now, you just have to click on your name. -.. image:: multicashiers/multicashiers03.png +.. image:: employee_login/multicashiers03.png :align: center .. _set-pin-code: @@ -48,12 +48,12 @@ Switch cashier with pin codes You can set a pin code on each cashier. To set up a pin code, go to the employee form and add a security PIN, in the *HR settings tab*. -.. image:: multicashiers/multicashiers04.png +.. image:: employee_login/multicashiers04.png :align: center Now, when switching cashier, a PIN password will be asked. -.. image:: multicashiers/multicashiers05.png +.. image:: employee_login/multicashiers05.png :align: center .. _employee-barcode: @@ -66,7 +66,7 @@ so, set up a barcode at the same place you add the PIN code. Print the badge and when they will scan it, the cashier will be switched to that employee. -.. image:: multicashiers/multicashiers06.png +.. image:: employee_login/multicashiers06.png :align: center Find who was the cashier @@ -75,7 +75,7 @@ Find who was the cashier Once you have closed your *PoS session*, you can have an overview of the amount each cashier sold for. To do so, go to the orders menu. -.. image:: multicashiers/multicashiers07.png +.. image:: employee_login/multicashiers07.png :align: center Now, you can open the order and have a summary of the sold products. diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers01.png b/content/applications/sales/point_of_sale/employee_login/multicashiers01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers01.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers01.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers02.png b/content/applications/sales/point_of_sale/employee_login/multicashiers02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers02.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers02.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers03.png b/content/applications/sales/point_of_sale/employee_login/multicashiers03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers03.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers03.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers04.png b/content/applications/sales/point_of_sale/employee_login/multicashiers04.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers04.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers04.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers05.png b/content/applications/sales/point_of_sale/employee_login/multicashiers05.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers05.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers05.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers06.png b/content/applications/sales/point_of_sale/employee_login/multicashiers06.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers06.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers06.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers07.png b/content/applications/sales/point_of_sale/employee_login/multicashiers07.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers07.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers07.png diff --git a/content/applications/sales/point_of_sale/menu-button.png b/content/applications/sales/point_of_sale/menu-button.png new file mode 100644 index 000000000..168073733 Binary files /dev/null and b/content/applications/sales/point_of_sale/menu-button.png differ diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png b/content/applications/sales/point_of_sale/notes-receipt.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png rename to content/applications/sales/point_of_sale/notes-receipt.png diff --git a/content/applications/sales/point_of_sale/overview.rst b/content/applications/sales/point_of_sale/overview.rst deleted file mode 100644 index c3d4740ea..000000000 --- a/content/applications/sales/point_of_sale/overview.rst +++ /dev/null @@ -1,14 +0,0 @@ -:nosearch: - -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/getting_started - overview/customer_note - overview/register - overview/https - overview/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/customer_note.rst b/content/applications/sales/point_of_sale/overview/customer_note.rst deleted file mode 100644 index 8f723b0cf..000000000 --- a/content/applications/sales/point_of_sale/overview/customer_note.rst +++ /dev/null @@ -1,38 +0,0 @@ -============= -Customer note -============= - -The **Customer note** feature allows you to provide customers with further information on a specific -product. For instance, to provide cleaning and maintenance tips. They can also be used to track a -customer’s particular request, such as not wanting the product to be assembled for them. - -Add a customer note -=================== - -You can add notes directly from an open :ref:`POS session `. To do so, click -:guilabel:`Customer Note` on the pad. Doing so opens a pop-up window in which you can add content -for the note. - -.. note:: - Product notes from an :doc:`imported SO <../shop/sales_order>` are displayed identically in the - cart. - -.. image:: customer_notes/customer-notes-ui.png - :align: center - :alt: customer note button and notes (SO and POS session) on products in the cart - -Modify a customer note -====================== - -Select the product from the cart to modify an existing note and click :guilabel:`Customer Note`. -Doing so reopens the previous pop-up window. Alter the text and click :guilabel:`Add`. - -Receipts and invoices -===================== - -Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart, -meaning under the related product. - -.. image:: customer_notes/notes-receipt.png - :align: center - :alt: customer receipt with notes from an SO and from the customer note feature diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale/overview/getting_started.rst deleted file mode 100644 index 3a287db36..000000000 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ /dev/null @@ -1,156 +0,0 @@ -=============== -Getting started -=============== - -**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 ------------------------ - -To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, -and select a product to open the product form. In the :guilabel:`Sales` tab, enable -:guilabel:`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`, and set a name. Check :guilabel:`Identify Customer` -to allow this payment method *exclusively* for registered customers. - -Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash -payments, or :guilabel:`Bank` to use it for card payments. - -.. comment: - when created, add a link to the customeraccount page under advanced_pricing_features - -.. image:: getting_started/payment-method.png - :align: center - :alt: Creating a new payment method for a POS. - -.. note:: - - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal` - field in which you can add your terminal's information. - - Credentials are mandatory to use a payment terminal. To learn how to configure the different - terminals, check out the following documentation pages: - - - :doc:`Adyen configuration <../payment/adyen>` - - :doc:`Vantiv configuration <../payment/vantiv>` - - :doc:`Ingenico configuration <../payment/ingenico>` - - :doc:`Six configuration <../payment/six>` - - :doc:`Worldline configuration <../payment/worldline>` - -Once the payment method is created, you can select it in your POS settings. To do so, go to -:menuselection:`Point of Sale --> Configuration --> Settings`. Select a POS for which you wish to -make the payment method available in the :guilabel:`Point of Sale` field, and add the payment -method(s) under the :guilabel:`Payment` section. - -POS sessions -============ - -.. _pos/start-session: - -Start a session ---------------- - -From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash -Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue -Selling` if the session is already opened. - -.. note:: - Multiple users can be connected to the same session at the same time. However, the session can - only be opened once on the same browser. - -Click 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. - -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. - -.. image:: getting_started/pos-interface.png - :align: center - :alt: POS session interface. - -.. tip:: - - 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 --------------------------- - -To return and refund a product, - -#. :ref:`start a session ` from the **POS dashboard**; -#. click :guilabel:`Refund` and select the corresponding order; -#. select the product and the quantity to refund using the keypad; -#. click :guilabel:`Refund` to go back to the previous screen; -#. 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/refund.png - :align: center - :alt: refund view from a POS - -.. note:: - - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or - :guilabel:`Customer` using the search bar. - - You can also refund a product by selecting the returned product from an open session, and - setting a negative quantity that equals the number of returned products. To do so, click - :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products. - -Close the POS session ---------------------- - -To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so -opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various -information: - -- the number of orders made and the total amount made during the session; -- the expected amounts grouped by payment method. - -Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up -window that computes the total amount in the cash drawer depending on the coins and bills counted -and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The -computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are -specified in the **Notes** section. - -.. image:: getting_started/closing-control.png - :align: center - :alt: How to close a POS session. - -Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to -the **POS dashboard**. - -.. note:: - - You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by - clicking :guilabel:`Discard`. - - Depending on your setup, you might only be allowed to close a session if the expected cash - revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` at the - :guilabel:`Payments Difference` screen. - -.. tip:: - - 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`. - -View statistics -=============== - -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`. - -These statistics are available in a graph or pivot view that you can filter or group depending on -your needs. diff --git a/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png b/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png deleted file mode 100644 index f90ef7aca..000000000 Binary files a/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/overview/register.rst b/content/applications/sales/point_of_sale/overview/register.rst deleted file mode 100644 index 867d10a0a..000000000 --- a/content/applications/sales/point_of_sale/overview/register.rst +++ /dev/null @@ -1,30 +0,0 @@ -================== -Register customers -================== - -Registering your customers will give you the ability to grant them -various privileges such as discounts, loyalty program, specific -communication. It will also be required if they want an invoice and -registering them will make any future interaction with them faster. - -Create a customer -================= - -From your session interface, use the customer button. - -.. image:: register/register01.png - :align: center - -Create a new one by using this button. - -.. image:: register/register02.png - :align: center - -You will be invited to fill out the customer form with their -information. - -.. image:: register/register03.png - :align: center - -Use the save button when you are done. You can then select that customer -in any future transactions. diff --git a/content/applications/sales/point_of_sale/payment.rst b/content/applications/sales/point_of_sale/payment.rst deleted file mode 100644 index 4bf3a209c..000000000 --- a/content/applications/sales/point_of_sale/payment.rst +++ /dev/null @@ -1,16 +0,0 @@ -:nosearch: - -================= -Payment Terminals -================= - -.. toctree:: - :titlesonly: - - payment/adyen - payment/ingenico - payment/vantiv - payment/six - payment/worldline - payment/stripe - diff --git a/content/applications/sales/point_of_sale/payment_methods.rst b/content/applications/sales/point_of_sale/payment_methods.rst new file mode 100644 index 000000000..3a0bdf0bc --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods.rst @@ -0,0 +1,41 @@ +:show-content: + +=============== +Payment methods +=============== + +To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> +Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` to +allow this payment method *exclusively* for registered customers. + +Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash +payments, or :guilabel:`Bank` to use it for card payments. + +.. comment: + when created, add a link to the customeraccount page under advanced_pricing_features + +.. image:: payment_methods/payment-method.png + :alt: Creating a new payment method for a POS. + +.. note:: + - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal` + field in which you can add your terminal's information. + - Credentials are mandatory to use a payment terminal. To learn how to configure the different + terminals, check out the following documentation pages: + + - :doc:`Adyen configuration ` + - :doc:`Ingenico configuration ` + - :doc:`Six configuration ` + - :doc:`Stripe configuration ` + - :doc:`Vantiv configuration ` + - :doc:`Worldline configuration ` + +Once the payment method is created, you can select it to be used in your POS. To do so, go to the +:ref:`POS settings `, select the POS for which you wish to make the payment +method available in the :guilabel:`Point of Sale` field, and add the payment method(s) under the +:guilabel:`Payment` section. + +.. toctree:: + :titlesonly: + + payment_methods/terminals diff --git a/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png b/content/applications/sales/point_of_sale/payment_methods/payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/payment-method.png rename to content/applications/sales/point_of_sale/payment_methods/payment-method.png diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals.rst b/content/applications/sales/point_of_sale/payment_methods/terminals.rst new file mode 100644 index 000000000..1ad1ef180 --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods/terminals.rst @@ -0,0 +1,15 @@ +:nosearch: + +================= +Payment terminals +================= + +.. toctree:: + :titlesonly: + + terminals/adyen + terminals/ingenico + terminals/six + terminals/stripe + terminals/vantiv + terminals/worldline diff --git a/content/applications/sales/point_of_sale/payment/adyen.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/adyen.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst diff --git a/content/applications/sales/point_of_sale/payment/ingenico.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_02.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_02.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_02.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_02.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_03.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_03.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_03.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_03.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_04.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_04.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_04.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_04.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_05.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_05.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_05.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_05.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_06.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_06.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_06.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_06.png diff --git a/content/applications/sales/point_of_sale/payment/six.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/six.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/six.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/six.rst diff --git a/content/applications/sales/point_of_sale/payment/six/new-payment-method.png b/content/applications/sales/point_of_sale/payment_methods/terminals/six/new-payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/new-payment-method.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/six/new-payment-method.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-reverse-payment.png b/content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-reverse-payment.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/pos-reverse-payment.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-reverse-payment.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-send-payment.png b/content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-send-payment.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/pos-send-payment.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-send-payment.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-six-module.png b/content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-six-module.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/pos-six-module.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-six-module.png diff --git a/content/applications/sales/point_of_sale/payment/stripe.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst similarity index 98% rename from content/applications/sales/point_of_sale/payment/stripe.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst index 86ada0db9..10e825412 100644 --- a/content/applications/sales/point_of_sale/payment/stripe.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst @@ -6,7 +6,7 @@ Connecting a payment terminal allows you to offer a fluid payment flow to your c the work of your cashiers. .. seealso:: - - :doc:`Use Stripe as payment provider. <../../../finance/payment_providers/stripe>` + - :doc:`Use Stripe as payment provider. <../../../../finance/payment_providers/stripe>` Configuration ============= diff --git a/content/applications/sales/point_of_sale/payment/stripe/create-method-stripe.png b/content/applications/sales/point_of_sale/payment_methods/terminals/stripe/create-method-stripe.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/stripe/create-method-stripe.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/stripe/create-method-stripe.png diff --git a/content/applications/sales/point_of_sale/payment/stripe/stripe-connect.png b/content/applications/sales/point_of_sale/payment_methods/terminals/stripe/stripe-connect.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/stripe/stripe-connect.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/stripe/stripe-connect.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_01.png b/content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_01.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_01.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_01.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_02.png b/content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_02.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_02.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_02.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_03.png b/content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_03.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_03.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_03.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_04.png b/content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_04.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_04.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/vantiv/vantiv_04.png diff --git a/content/applications/sales/point_of_sale/payment/worldline.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-form.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-form.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-form.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-form.png diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-ipsequence.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-ipsequence.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-ipsequence.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-ipsequence.png diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-payment-terminals.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment-terminals.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-payment-terminals.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment-terminals.png diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-payment.png b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-payment.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/worldline/worldline-payment.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png b/content/applications/sales/point_of_sale/pos-interface.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png rename to content/applications/sales/point_of_sale/pos-interface.png diff --git a/content/applications/sales/point_of_sale/pricing.rst b/content/applications/sales/point_of_sale/pricing.rst new file mode 100644 index 000000000..87397273f --- /dev/null +++ b/content/applications/sales/point_of_sale/pricing.rst @@ -0,0 +1,15 @@ +:nosearch: + +================ +Pricing features +================ + +.. toctree:: + :titlesonly: + + pricing/discounts + pricing/discount_tags + pricing/loyalty + pricing/pricelists + pricing/fiscal_position + pricing/cash_rounding diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding.rst b/content/applications/sales/point_of_sale/pricing/cash_rounding.rst similarity index 99% rename from content/applications/sales/point_of_sale/shop/cash_rounding.rst rename to content/applications/sales/point_of_sale/pricing/cash_rounding.rst index 5a799b8ea..3b36522f5 100644 --- a/content/applications/sales/point_of_sale/shop/cash_rounding.rst +++ b/content/applications/sales/point_of_sale/pricing/cash_rounding.rst @@ -1,5 +1,5 @@ ============= -Cash Rounding +Cash rounding ============= **Cash rounding** is required when the lowest physical denomination diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding01.png b/content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding01.png rename to content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding01.png diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding02.png b/content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding02.png rename to content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding02.png diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding03.png b/content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding03.png rename to content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst b/content/applications/sales/point_of_sale/pricing/discount_tags.rst similarity index 91% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst rename to content/applications/sales/point_of_sale/pricing/discount_tags.rst index e6b689f29..461f64fff 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst +++ b/content/applications/sales/point_of_sale/pricing/discount_tags.rst @@ -1,6 +1,6 @@ -========================================== -Using discount tags with a barcode scanner -========================================== +=============================== +Discount tags (barcode scanner) +=============================== If you want to sell your products with a discount, for a product getting close to its expiration date for example, you can use discount tags. diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags01.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags01.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags02.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags02.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags03.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags03.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags04.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags04.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags04.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags04.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags05.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags05.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags05.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags05.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags06.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags06.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags06.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags06.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst b/content/applications/sales/point_of_sale/pricing/discounts.rst similarity index 98% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst rename to content/applications/sales/point_of_sale/pricing/discounts.rst index 152ec03b2..223b1465f 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst +++ b/content/applications/sales/point_of_sale/pricing/discounts.rst @@ -1,6 +1,6 @@ -=============== -Apply Discounts -=============== +========= +Discounts +========= By offering discounts, you can entice your customers and drastically increase your revenue. It is vital to offer discounts, whether they are diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_01.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_01.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_02.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_02.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_03.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_03.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_04.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_04.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_04.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_04.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_05.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_05.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_05.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_05.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_06.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_06.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_06.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_06.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_07.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_07.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_07.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_07.png diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst similarity index 96% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position.rst rename to content/applications/sales/point_of_sale/pricing/fiscal_position.rst index 47c62e81a..7b1bf1676 100644 --- a/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst +++ b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst @@ -36,7 +36,7 @@ can also :ref:`create new fiscal positions `. Use fiscal positions ==================== -Open a :ref:`POS session ` to use one of the allowed fiscal positions. Then, +Open a :ref:`POS session ` to use one of the allowed fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from the list. Doing so applies the defined rules automatically to all the products subject to the chosen fiscal position's regulations. diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/flexible-taxes-setting.png b/content/applications/sales/point_of_sale/pricing/fiscal_position/flexible-taxes-setting.png similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position/flexible-taxes-setting.png rename to content/applications/sales/point_of_sale/pricing/fiscal_position/flexible-taxes-setting.png diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/set-tax.png b/content/applications/sales/point_of_sale/pricing/fiscal_position/set-tax.png similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position/set-tax.png rename to content/applications/sales/point_of_sale/pricing/fiscal_position/set-tax.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst b/content/applications/sales/point_of_sale/pricing/loyalty.rst similarity index 94% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst rename to content/applications/sales/point_of_sale/pricing/loyalty.rst index 8706d218b..e9c65d55b 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst +++ b/content/applications/sales/point_of_sale/pricing/loyalty.rst @@ -1,6 +1,6 @@ -======================== -Manage a loyalty program -======================== +================ +Loyalty programs +================ Encourage your customers to continue to shop at your point of sale with a *Loyalty Program*. diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty01.png b/content/applications/sales/point_of_sale/pricing/loyalty/loyalty01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty01.png rename to content/applications/sales/point_of_sale/pricing/loyalty/loyalty01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty02.png b/content/applications/sales/point_of_sale/pricing/loyalty/loyalty02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty02.png rename to content/applications/sales/point_of_sale/pricing/loyalty/loyalty02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty03.png b/content/applications/sales/point_of_sale/pricing/loyalty/loyalty03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty03.png rename to content/applications/sales/point_of_sale/pricing/loyalty/loyalty03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst b/content/applications/sales/point_of_sale/pricing/pricelists.rst similarity index 93% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst rename to content/applications/sales/point_of_sale/pricing/pricelists.rst index aff4a704b..3b25317e7 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst +++ b/content/applications/sales/point_of_sale/pricing/pricelists.rst @@ -1,6 +1,6 @@ -================================= -Using Pricelists in Point of Sale -================================= +========== +Pricelists +========== You probably know the concept of happy hour: during a certain period of time, the barman gives a discount on some drinks (usually 50% off or a diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_01.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_01.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_02.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_02.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_03.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_03.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_04.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_04.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_04.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_04.png diff --git a/content/applications/sales/point_of_sale/shop/invoice.rst b/content/applications/sales/point_of_sale/receipts_invoices.rst similarity index 64% rename from content/applications/sales/point_of_sale/shop/invoice.rst rename to content/applications/sales/point_of_sale/receipts_invoices.rst index 36b545ede..108f486ea 100644 --- a/content/applications/sales/point_of_sale/shop/invoice.rst +++ b/content/applications/sales/point_of_sale/receipts_invoices.rst @@ -1,19 +1,54 @@ -================ -Invoice issuance -================ +===================== +Receipts and invoices +===================== + +Receipts +======== + +Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, +selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section. + +To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in +both fields with the information to be printed on the receipts. + +To **print receipts** automatically once the payment is registered, enable the :guilabel:`Automatic +Receipt Printing` setting. + +.. image:: receipts_invoices/receipt.png + :alt: POS receipt + +.. seealso:: + - :doc:`restaurant/bill_printing` + +Reprint a receipt +----------------- + +From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the +search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then, +select the corresponding order and click :guilabel:`Print Receipt`. + +.. image:: receipts_invoices/print-receipt.png + :alt: Print receipt button from the backend + +.. note:: + You can filter the list of orders using the search bar. Type in your reference and click + :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`. + + +Invoices +======== In Point of Sale, you can issue and print invoices upon payment at the cash register or retrieve all the past invoiced orders. Set a customer -============== +-------------- First, you need to open a session and set your customer. Open the **POS interface** by going to :menuselection:`Point of Sale --> New session --> Open session`. Then, click :guilabel:`Customer` to access the list of **customers**. -.. image:: invoice/select-customer-ui.png - :align: center +.. image:: receipts_invoices/select-customer-ui.png :alt: customer selection and creation button From there, you can either set an existing customer by clicking their name or create a new one by @@ -26,22 +61,18 @@ information. Click :guilabel:`Save` to validate and set this new customer. clicking :guilabel:`Customer`. Invoice a customer -================== +------------------ Once an order is done, click :guilabel:`Payment` to move to the **payment screen**. Click :guilabel:`Invoice` underneath the customer's name to enable issuing and printing invoices upon payment. -.. image:: invoice/invoice-button.png - :align: center +.. image:: receipts_invoices/invoice-button.png :alt: button to generate an invoice in POS Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued and ready to be downloaded and/or printed. -.. seealso:: - - :doc:`../overview/getting_started` - Retrieve invoices ----------------- @@ -52,8 +83,7 @@ To retrieve invoices from the **POS dashboard**, #. to access an order's invoice, open the **order form** by selecting the order, then click :guilabel:`Invoice`. -.. image:: invoice/invoice-smart-button.png - :align: center +.. image:: receipts_invoices/invoice-smart-button.png :alt: invoice smart button from an order form .. note:: @@ -71,8 +101,7 @@ invoice`. On the one hand, doing so generates an invoice available for download. the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the Odoo backend. -.. image:: invoice/order-status.png - :align: center +.. image:: receipts_invoices/order-status.png :alt: order status change To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice-button.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice-button.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice-button.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice-button.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice-smart-button.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice-smart-button.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice-smart-button.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice-smart-button.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/order-status.png b/content/applications/sales/point_of_sale/receipts_invoices/order-status.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/order-status.png rename to content/applications/sales/point_of_sale/receipts_invoices/order-status.png diff --git a/content/applications/sales/point_of_sale/shop/receipts/print-receipt.png b/content/applications/sales/point_of_sale/receipts_invoices/print-receipt.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/receipts/print-receipt.png rename to content/applications/sales/point_of_sale/receipts_invoices/print-receipt.png diff --git a/content/applications/sales/point_of_sale/shop/receipts/receipt.png b/content/applications/sales/point_of_sale/receipts_invoices/receipt.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/receipts/receipt.png rename to content/applications/sales/point_of_sale/receipts_invoices/receipt.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/select-customer-ui.png b/content/applications/sales/point_of_sale/receipts_invoices/select-customer-ui.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/select-customer-ui.png rename to content/applications/sales/point_of_sale/receipts_invoices/select-customer-ui.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started/refund.png b/content/applications/sales/point_of_sale/refund.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/refund.png rename to content/applications/sales/point_of_sale/refund.png diff --git a/content/applications/sales/point_of_sale/reporting.rst b/content/applications/sales/point_of_sale/reporting.rst new file mode 100644 index 000000000..b8b329c7d --- /dev/null +++ b/content/applications/sales/point_of_sale/reporting.rst @@ -0,0 +1,13 @@ +========= +Reporting +========= + +View statistics +=============== + +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`. + +These statistics are available in a graph or pivot view that you can filter or group depending on +your needs. diff --git a/content/applications/sales/point_of_sale/restaurant.rst b/content/applications/sales/point_of_sale/restaurant.rst index a8c5c10df..5221143f6 100644 --- a/content/applications/sales/point_of_sale/restaurant.rst +++ b/content/applications/sales/point_of_sale/restaurant.rst @@ -14,7 +14,7 @@ Once the POS is set to be used in a restaurant or a bar, you can: - :doc:`communicate with the kitchen or the bar through the POS `; - :doc:`print bills in advance and split them `; - :doc:`collect tips `; and -- :doc:`set different taxes for takeaway food `. +- :doc:`set different taxes for takeaway food `. Configuration ============= @@ -34,5 +34,4 @@ These features are displayed in the :guilabel:`Restaurant & Bar` section. restaurant/bill_printing restaurant/floors_tables restaurant/kitchen_printing - restaurant/fiscal_position restaurant/tips diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst index abdbfc6e4..61262c961 100644 --- a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst +++ b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst @@ -42,7 +42,7 @@ to your installation: .. seealso:: - :doc:`../../../productivity/iot/config/connect` - :doc:`../../../productivity/iot/devices/printer` - - :doc:`../overview/epos_ssc` + - :doc:`../configuration/epos_ssc` Set your printer to print specific products based on their POS category. To do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field. If you leave this field diff --git a/content/applications/sales/point_of_sale/restaurant/tips.rst b/content/applications/sales/point_of_sale/restaurant/tips.rst index 649f4dd19..08467fbbd 100644 --- a/content/applications/sales/point_of_sale/restaurant/tips.rst +++ b/content/applications/sales/point_of_sale/restaurant/tips.rst @@ -2,8 +2,8 @@ Tips ==== -Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops -<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`. +Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops `, +:doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`. .. _configuration: @@ -17,7 +17,6 @@ enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The will be used as a reference on customers' receipts. .. image:: tips/tips-setup.png - :align: center :alt: enable tips in a POS .. _tip-product: @@ -42,9 +41,9 @@ checkbox, and click :guilabel:`Save & Close`. 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 `. +If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment terminal and wish to enable +**tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the +:ref:`tip settings `. Tip after payment ----------------- @@ -59,12 +58,10 @@ and the waiter. That bill indicates the tip value the customer chooses to give a 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. +To add tips to an order, :ref:`access the payment screen ` 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 ` on the POS interface to add it to @@ -85,7 +82,6 @@ At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing 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%`), @@ -93,5 +89,4 @@ On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :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 diff --git a/content/applications/sales/point_of_sale/shop.rst b/content/applications/sales/point_of_sale/shop.rst index c1ef63f6e..9688679e6 100644 --- a/content/applications/sales/point_of_sale/shop.rst +++ b/content/applications/sales/point_of_sale/shop.rst @@ -1,16 +1,12 @@ :nosearch: ============= -Shop Features +Shop features ============= .. toctree:: :titlesonly: - shop/invoice - shop/barcode shop/sales_order - shop/multicashiers - shop/receipts - shop/cash_rounding + shop/barcode shop/serial_numbers diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index 8693a7876..5335c6c59 100644 --- a/content/applications/sales/point_of_sale/shop/barcode.rst +++ b/content/applications/sales/point_of_sale/shop/barcode.rst @@ -54,9 +54,6 @@ of products using the keypad. You can also enter the barcode number manually in the search bar to look for the product. Then, click it to add it to the cart. -.. seealso:: - - :doc:`Get started <../overview/getting_started>` - Log employees ------------- diff --git a/content/applications/sales/point_of_sale/shop/receipts.rst b/content/applications/sales/point_of_sale/shop/receipts.rst deleted file mode 100644 index 808bfc53a..000000000 --- a/content/applications/sales/point_of_sale/shop/receipts.rst +++ /dev/null @@ -1,37 +0,0 @@ -======== -Receipts -======== - -Configuration -============= - -Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, -selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section. - -To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in -both fields with the information to be printed on the receipts. - -To **print receipts** automatically once the payment is registered, enable the :guilabel:`Automatic -Receipt Printing` setting. - -.. image:: receipts/receipt.png - :align: center - :alt: pos receipt - -.. seealso:: - - :doc:`../restaurant/bill_printing` - -Reprint a receipt -================= - -From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the -search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then, -select the corresponding order and click :guilabel:`Print Receipt`. - -.. image:: receipts/print-receipt.png - :align: center - :alt: print receipt button from the backend - -.. note:: - You can filter the list of orders using the search bar. Type in your reference and click - :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`. diff --git a/content/applications/sales/point_of_sale/shop/sales_order.rst b/content/applications/sales/point_of_sale/shop/sales_order.rst index 5b2ce810c..50d56beb5 100644 --- a/content/applications/sales/point_of_sale/shop/sales_order.rst +++ b/content/applications/sales/point_of_sale/shop/sales_order.rst @@ -1,6 +1,6 @@ -=================== -Sales orders in PoS -=================== +============ +Sales orders +============ When working in retail, you might need to order products directly from your Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo Sales, meaning that you can create a @@ -13,7 +13,7 @@ From the **Point of Sale** application, open a new session. Then, click on :guilabel:`Quotations/Orders` to get the complete list of quotations and sales orders created on the sales application. -.. image:: salesorder/pos-interface.png +.. image:: sales_order/pos-interface.png :align: center :alt: Quotations and sales order button on the Point of Sale interface @@ -27,7 +27,7 @@ Apply a down payment or settle the order From the list of sales order, select one to make a payment. -.. image:: salesorder/list-of-so.png +.. image:: sales_order/list-of-so.png :align: center :alt: list view of sales orders and quotations diff --git a/content/applications/sales/point_of_sale/shop/salesorder/list-of-so.png b/content/applications/sales/point_of_sale/shop/sales_order/list-of-so.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/salesorder/list-of-so.png rename to content/applications/sales/point_of_sale/shop/sales_order/list-of-so.png diff --git a/content/applications/sales/point_of_sale/shop/salesorder/pos-interface.png b/content/applications/sales/point_of_sale/shop/sales_order/pos-interface.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/salesorder/pos-interface.png rename to content/applications/sales/point_of_sale/shop/sales_order/pos-interface.png diff --git a/redirects/14.0.txt b/redirects/14.0.txt index 473da2340..86aa52e26 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -49,9 +49,26 @@ applications/inventory_and_mrp/inventory/management/replenishment_strategies/vir applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) +applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst applications/sales/point_of_sale/pricing/discount_tags.rst # /advanced_pricing_features/* -> /pricing/* +applications/sales/point_of_sale/advanced_pricing_features/discounts.rst applications/sales/point_of_sale/pricing/discounts.rst # /advanced_pricing_features/* -> /pricing/* +applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst applications/sales/point_of_sale/pricing/loyalty.rst # /advanced_pricing_features/* -> /pricing/* +applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst applications/sales/point_of_sale/pricing/pricelists.rst # /advanced_pricing_features/* -> /pricing/* applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst +applications/sales/point_of_sale/overview/getting_started.rst applications/sales/point_of_sale.rst # point_of_sale/overview/getting_started -> point_of_sale +applications/sales/point_of_sale/overview/epos_ssc.rst applications/sales/point_of_sale/configuration/epos_ssc.rst # /overview/* -> /configuration/* +applications/sales/point_of_sale/overview/https.rst applications/sales/point_of_sale/configuration/https.rst # /overview/* -> /configuration/* +applications/sales/point_of_sale/overview/register.rst applications/sales/point_of_sale.rst # point_of_sale/overview/register -> point_of_sale +applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/terminals/adyen.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/payment/ingenico.rst applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/payment/six.rst applications/sales/point_of_sale/payment_methods/terminals/six.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/payment/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/restaurant/fiscal_position.rst applications/sales/point_of_sale/pricing/fiscal_position.rst # /restaurant/* -> /pricing/* applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/point_of_sale/restaurant/floors_tables.rst applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst +applications/sales/point_of_sale/shop/cash_rounding.rst applications/sales/point_of_sale/pricing/cash_rounding.rst # /shop/* -> /pricing/* +applications/sales/point_of_sale/shop/invoice.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/invoice -> receipts_invoices +applications/sales/point_of_sale/shop/multicashiers.rst applications/sales/point_of_sale/employee_login.rst # /shop/multicashiers -> employee_login +applications/sales/point_of_sale/shop/reprint.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/reprint -> receipts_invoices applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst # applications/services diff --git a/redirects/15.0.txt b/redirects/15.0.txt index ff9ed951b..a053cb57e 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -37,6 +37,8 @@ applications/productivity/studio/use_cases/views.rst applications/productivity/s # applications/sales applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst +applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale +applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/terminals/worldline.rst # point_of_sale/payment/* -> point_of_sale/payment_methods/terminals/* # applications/services diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 60fce8f4a..5fcee0144 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -22,6 +22,7 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa # applications/sales +applications/sales/point_of_sale/payment/stripe.rst applications/sales/point_of_sale/payment_methods/terminals/stripe.rst # /payment/* -> /payment_methods/terminals/* applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst # configuration/subscription_products --> products applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst # configuration/subscription_templates --> plans