From 30f9c3ac937468e240141de7af45341dda6414c7 Mon Sep 17 00:00:00 2001 From: Jonathan Date: Fri, 21 Apr 2023 14:37:11 +0000 Subject: [PATCH] [MOV] pos: restructuration of pos toctree task-3284514 closes odoo/documentation#4227 Signed-off-by: Castillo Jonathan (jcs) --- .../finance/fiscal_localizations/belgium.rst | 6 +- content/applications/productivity/iot.rst | 1 - .../productivity/iot/config/pos.rst | 2 +- content/applications/sales/point_of_sale.rst | 159 +++++++++++++++++- .../advanced_pricing_features.rst | 13 -- .../getting_started => }/closing-control.png | Bin .../sales/point_of_sale/configuration.rst | 34 ++++ .../{overview => configuration}/epos_ssc.rst | 0 .../epos_ssc/browser-https-insecure.png | Bin .../epos_ssc/browser-warning.png | Bin .../epos_ssc/mozilla-not-secure.png | Bin .../epos_ssc/win-cert-wizard-store.png | Bin .../{overview => configuration}/https.rst | 0 .../pos-available.png | Bin .../register02.png => customer-add.png} | Bin .../register01.png => customer-button.png} | Bin .../register03.png => customer-form.png} | Bin ...stomer-notes-ui.png => customer-notes.png} | Bin .../multicashiers.rst => employee_login.rst} | 14 +- .../multicashiers01.png | Bin .../multicashiers02.png | Bin .../multicashiers03.png | Bin .../multicashiers04.png | Bin .../multicashiers05.png | Bin .../multicashiers06.png | Bin .../multicashiers07.png | Bin .../customer_notes => }/notes-receipt.png | Bin .../sales/point_of_sale/overview.rst | 14 -- .../point_of_sale/overview/customer_note.rst | 38 ----- .../overview/getting_started.rst | 153 ----------------- .../sales/point_of_sale/overview/register.rst | 30 ---- .../sales/point_of_sale/payment.rst | 14 -- .../sales/point_of_sale/payment_methods.rst | 40 +++++ .../payment-method.png | Bin .../payment_methods/terminals.rst | 14 ++ .../terminals}/adyen.rst | 0 .../terminals}/ingenico.rst | 0 .../ingenico/payment_terminal_02.png | Bin .../ingenico/payment_terminal_03.png | Bin 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content/applications/sales/point_of_sale/{overview/getting_started => }/closing-control.png (100%) create mode 100644 content/applications/sales/point_of_sale/configuration.rst rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc.rst (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/browser-https-insecure.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/browser-warning.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/mozilla-not-secure.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/win-cert-wizard-store.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/https.rst (100%) rename content/applications/sales/point_of_sale/{overview/getting_started => configuration}/pos-available.png (100%) rename content/applications/sales/point_of_sale/{overview/register/register02.png => customer-add.png} (100%) rename content/applications/sales/point_of_sale/{overview/register/register01.png => customer-button.png} (100%) rename content/applications/sales/point_of_sale/{overview/register/register03.png => customer-form.png} (100%) rename content/applications/sales/point_of_sale/{overview/customer_notes/customer-notes-ui.png => customer-notes.png} (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers.rst => employee_login.rst} (85%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers01.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers02.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers03.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => 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content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice01.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice02.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice03.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice04.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice05.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice06.png (100%) rename content/applications/sales/point_of_sale/{shop/receipts => receipts_invoices}/print-receipt.png (100%) rename content/applications/sales/point_of_sale/{shop/receipts => receipts_invoices}/receipt.png (100%) create mode 100644 content/applications/sales/point_of_sale/reporting.rst delete mode 100644 content/applications/sales/point_of_sale/shop/invoice.rst delete mode 100644 content/applications/sales/point_of_sale/shop/receipts.rst rename content/applications/sales/point_of_sale/shop/{salesorder => sales_order}/list-of-so.png (100%) rename content/applications/sales/point_of_sale/shop/{salesorder => sales_order}/pos-interface.png (100%) 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/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..68973e3ed 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -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 `_ - :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 + :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 +`. 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. + +.. 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 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/overview/getting_started/closing-control.png b/content/applications/sales/point_of_sale/closing-control.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/closing-control.png rename to content/applications/sales/point_of_sale/closing-control.png 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..f33b4c574 --- /dev/null +++ b/content/applications/sales/point_of_sale/configuration.rst @@ -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 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/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/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 861887f1e..000000000 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ /dev/null @@ -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 ` 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. 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 2a091e385..000000000 --- a/content/applications/sales/point_of_sale/payment.rst +++ /dev/null @@ -1,14 +0,0 @@ -:nosearch: - -================= -Payment Terminals -================= - -.. toctree:: - :titlesonly: - - payment/adyen - payment/ingenico - payment/vantiv - payment/six - payment/worldline 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..d68104ffc --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods.rst @@ -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 ` + - :doc:`Vantiv configuration ` + - :doc:`Ingenico configuration ` + - :doc:`Six configuration ` + - :doc:`Worldline configuration ` + +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 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..87c31fcee --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods/terminals.rst @@ -0,0 +1,14 @@ +:nosearch: + +================= +Payment terminals +================= + +.. toctree:: + :titlesonly: + + terminals/adyen + terminals/ingenico + terminals/six + 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 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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 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a/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst b/content/applications/sales/point_of_sale/pricing/fiscal_position.rst similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position.rst rename to content/applications/sales/point_of_sale/pricing/fiscal_position.rst diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_01.png b/content/applications/sales/point_of_sale/pricing/fiscal_position/fiscal_position_01.png similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_01.png rename to content/applications/sales/point_of_sale/pricing/fiscal_position/fiscal_position_01.png diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_02.png b/content/applications/sales/point_of_sale/pricing/fiscal_position/fiscal_position_02.png similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_02.png rename to content/applications/sales/point_of_sale/pricing/fiscal_position/fiscal_position_02.png diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_03.png b/content/applications/sales/point_of_sale/pricing/fiscal_position/fiscal_position_03.png similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_03.png rename to content/applications/sales/point_of_sale/pricing/fiscal_position/fiscal_position_03.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/receipts_invoices.rst b/content/applications/sales/point_of_sale/receipts_invoices.rst new file mode 100644 index 000000000..6c1e3c851 --- /dev/null +++ b/content/applications/sales/point_of_sale/receipts_invoices.rst @@ -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 diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice01.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice01.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice01.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice02.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice02.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice02.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice03.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice03.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice03.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice04.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice04.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice04.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice04.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice05.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice05.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice05.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice05.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice06.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice06.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice06.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice06.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/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 35dd1f7bd..da03faed3 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 ============= @@ -32,5 +32,4 @@ select your POS, and click :menuselection:`Edit --> Is a Bar/Restaurant --> Save restaurant/bill_printing restaurant/floors_tables restaurant/kitchen_printing - restaurant/fiscal_position restaurant/tips 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/invoice.rst b/content/applications/sales/point_of_sale/shop/invoice.rst deleted file mode 100644 index 75e1732af..000000000 --- a/content/applications/sales/point_of_sale/shop/invoice.rst +++ /dev/null @@ -1,60 +0,0 @@ -============================== -Invoice from the PoS interface -============================== - -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:: invoice/invoice01.png - :align: center - -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:: invoice/invoice02.png - :align: center - -Select a customer -================= - -From your session interface, use the customer button - -.. image:: invoice/invoice03.png - :align: center - -You can then either select an existing customer and set it as your -customer or create a new one by using this button. - -.. image:: invoice/invoice04.png - :align: center - -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:: invoice/invoice05.png - :align: center - -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:: invoice/invoice06.png - :align: center 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