[MOV] pos: restructuration of pos toctree
task-3284514 closes odoo/documentation#4227 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
@ -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.
|
||||
|
@ -12,4 +12,3 @@ Internet of Things (IoT)
|
||||
|
||||
iot/config
|
||||
iot/devices
|
||||
../sales/point_of_sale/payment
|
||||
|
@ -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*
|
||||
|
@ -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
|
||||
|
@ -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
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
34
content/applications/sales/point_of_sale/configuration.rst
Normal 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
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 6.2 KiB After Width: | Height: | Size: 6.2 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 54 KiB After Width: | Height: | Size: 54 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
@ -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.
|
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 3.9 KiB After Width: | Height: | Size: 3.9 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 4.0 KiB After Width: | Height: | Size: 4.0 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
@ -1,14 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/getting_started
|
||||
overview/customer_note
|
||||
overview/register
|
||||
overview/https
|
||||
overview/epos_ssc
|
@ -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 <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
|
@ -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.
|
@ -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.
|
@ -1,14 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Payment Terminals
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
payment/adyen
|
||||
payment/ingenico
|
||||
payment/vantiv
|
||||
payment/six
|
||||
payment/worldline
|
40
content/applications/sales/point_of_sale/payment_methods.rst
Normal 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
|
Before Width: | Height: | Size: 5.7 KiB After Width: | Height: | Size: 5.7 KiB |
@ -0,0 +1,14 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Payment terminals
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
terminals/adyen
|
||||
terminals/ingenico
|
||||
terminals/six
|
||||
terminals/vantiv
|
||||
terminals/worldline
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 7.7 KiB After Width: | Height: | Size: 7.7 KiB |
Before Width: | Height: | Size: 9.2 KiB After Width: | Height: | Size: 9.2 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 7.8 KiB After Width: | Height: | Size: 7.8 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 9.0 KiB After Width: | Height: | Size: 9.0 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 82 KiB After Width: | Height: | Size: 82 KiB |
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 2.3 KiB After Width: | Height: | Size: 2.3 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 63 KiB After Width: | Height: | Size: 63 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
15
content/applications/sales/point_of_sale/pricing.rst
Normal 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
|
@ -1,5 +1,5 @@
|
||||
=============
|
||||
Cash Rounding
|
||||
Cash rounding
|
||||
=============
|
||||
|
||||
**Cash rounding** is required when the lowest physical denomination
|
Before Width: | Height: | Size: 4.4 KiB After Width: | Height: | Size: 4.4 KiB |
Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
@ -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.
|
Before Width: | Height: | Size: 302 B After Width: | Height: | Size: 302 B |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
Before Width: | Height: | Size: 331 B After Width: | Height: | Size: 331 B |
Before Width: | Height: | Size: 78 KiB After Width: | Height: | Size: 78 KiB |
Before Width: | Height: | Size: 70 KiB After Width: | Height: | Size: 70 KiB |
@ -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
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 37 KiB After Width: | Height: | Size: 37 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 47 KiB After Width: | Height: | Size: 47 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 6.8 KiB After Width: | Height: | Size: 6.8 KiB |
@ -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*.
|
Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
Before Width: | Height: | Size: 41 KiB After Width: | Height: | Size: 41 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
@ -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
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 8.8 KiB After Width: | Height: | Size: 8.8 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
@ -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
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 23 KiB After Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |