[MOV] pos: restructuration of pos toctree

task-3284514

closes odoo/documentation#4227

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan 2023-04-21 14:37:11 +00:00
parent 431c97d91d
commit 30f9c3ac93
111 changed files with 408 additions and 407 deletions

View File

@ -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.

View File

@ -12,4 +12,3 @@ Internet of Things (IoT)
iot/config
iot/devices
../sales/point_of_sale/payment

View File

@ -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
</applications/sales/point_of_sale/payment>`.
</applications/sales/point_of_sale/payment_methods>`.
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*

View File

@ -1,24 +1,169 @@
: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 <https://www.odoo.com/slides/point-of-sale-28>`_
- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
.. _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
: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.
.. _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
<pos/session-start>`. 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 <point_of_sale/shop/sales_order>` 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 <pos/session-start>` 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.
.. 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/session-close:
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 total of all the transactions made during the session grouped by payment method;
- 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
: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:`Keep Session Open` or abort and keep
selling by clicking :guilabel:`Continue Selling`.
- Depending on your setup, you might not be allowed to close a session if the expected cash
revenue does not equal the counted cash. To close the session, check :guilabel:`Accept payments
difference and post a profit/loss journal entry`.
.. 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

View File

@ -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

View File

@ -0,0 +1,34 @@
:show-content:
:show-toc:
=============
Configuration
=============
.. _configuration/settings:
Access POS settings
===================
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
Settings`.
To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
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

View File

Before

Width:  |  Height:  |  Size: 14 KiB

After

Width:  |  Height:  |  Size: 14 KiB

View File

Before

Width:  |  Height:  |  Size: 14 KiB

After

Width:  |  Height:  |  Size: 14 KiB

View File

Before

Width:  |  Height:  |  Size: 54 KiB

After

Width:  |  Height:  |  Size: 54 KiB

View File

@ -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.

View File

@ -1,14 +0,0 @@
:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/getting_started
overview/customer_note
overview/register
overview/https
overview/epos_ssc

View File

@ -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
customers 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 <pos/start-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

View File

@ -1,153 +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 --> Point of Sale` and select a POS for which you
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
the :guilabel:`Payments` section.
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 <pos/start-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.
.. 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 total of all the transactions made during the session grouped by payment method;
- 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:`Keep Session Open` or abort and keep
selling by clicking :guilabel:`Continue Selling`.
- Depending on your setup, you might not be allowed to close a session if the expected cash
revenue does not equal the counted cash. To close the session, check :guilabel:`Accept payments
difference and post a profit/loss journal entry`.
.. 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.

View File

@ -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.

View File

@ -1,14 +0,0 @@
:nosearch:
=================
Payment Terminals
=================
.. toctree::
:titlesonly:
payment/adyen
payment/ingenico
payment/vantiv
payment/six
payment/worldline

View File

@ -0,0 +1,40 @@
:show-content:
===============
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:: 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 <payment_methods/terminals/adyen>`
- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
- :doc:`Six configuration <payment_methods/terminals/six>`
- :doc:`Worldline configuration <payment_methods/terminals/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 --> Point of Sale` and select a POS for which you
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
the :guilabel:`Payments` section.
.. toctree::
:titlesonly:
payment_methods/terminals

View File

@ -0,0 +1,14 @@
:nosearch:
=================
Payment terminals
=================
.. toctree::
:titlesonly:
terminals/adyen
terminals/ingenico
terminals/six
terminals/vantiv
terminals/worldline

View File

@ -0,0 +1,15 @@
:nosearch:
================
Pricing features
================
.. toctree::
:titlesonly:
pricing/discounts
pricing/discount_tags
pricing/loyalty
pricing/pricelists
pricing/fiscal_position
pricing/cash_rounding

View File

@ -1,5 +1,5 @@
=============
Cash Rounding
Cash rounding
=============
**Cash rounding** is required when the lowest physical denomination

View File

@ -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.

View File

@ -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

View File

@ -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*.

View File

@ -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

View File

@ -0,0 +1,89 @@
=====================
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
========
Some of your customers might request an invoice when buying from your
Point of Sale, you can easily manage it directly from the PoS interface.
Activate invoicing
------------------
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
and select your Point of Sale:
.. image:: receipts_invoices/invoice01.png
Under the *Bills & Receipts* you will see the invoicing option, tick
it. Don't forget to choose in which journal the invoices should be
created.
.. image:: receipts_invoices/invoice02.png
Select a customer
-----------------
From your session interface, use the customer button
.. image:: receipts_invoices/invoice03.png
You can then either select an existing customer and set it as your
customer or create a new one by using this button.
.. image:: receipts_invoices/invoice04.png
You will be invited to fill out the customer form with its information.
Invoice your customer
---------------------
From the payment screen, you now have an invoice option, use the button
to select it and validate.
.. image:: receipts_invoices/invoice05.png
You can then print the invoice and move on to your next order.
Retrieve invoices
-----------------
Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top right corner)
you will find all your orders in :menuselection:`Point of Sale -->
Orders --> Orders` and under the status tab you will see which ones have
been invoiced. When clicking on a order you can then access the invoice.
.. image:: receipts_invoices/invoice06.png

View File

Before

Width:  |  Height:  |  Size: 5.9 KiB

After

Width:  |  Height:  |  Size: 5.9 KiB

View File

Before

Width:  |  Height:  |  Size: 12 KiB

After

Width:  |  Height:  |  Size: 12 KiB

Some files were not shown because too many files have changed in this diff Show More