[IMP] point_of_sale: Improve start.rst

point_of_sale/overview/start.rst

@@ -5,14 +5,14 @@ Getting started with Odoo Point of Sale
 Overview
 ========
 
-Odoo's online **Point of Sale** application is based on a simple, user
+Odoo's online Point of Sale application is based on a simple, user
-friendly interface. The **Point of Sale** application can be used online or
+friendly interface. The Point of Sale application can be used online or
 offline on iPads, Android tablets or laptops.
 
-Odoo **Point of Sale** is fully integrated with the **Inventory** and the
+Odoo Point of Sale is fully integrated with the Inventory and Accounting
-**Accounting** applications. Any transaction with your point of sale will
+applications. Any transaction in your point of sale will be
-automatically be registered in your inventory management and accounting
+automatically registered in your stock and accounting entries but also
-and, even in your **CRM** as the customer can be identified from the app.
+in your CRM as the customer can be identified from the app.
 
 You will be able to run real time statistics and consolidations across
 all your shops without the hassle of integrating several external
@@ -21,138 +21,110 @@ applications.
 Configuration
 =============
 
-Install the Point of Sale Application
+Install the Point of Sale application
 -------------------------------------
 
-Start by installing the **Point of Sale** application. Go to 
+Go to Apps and install the Point of Sale application.
-:menuselection:`Apps` and install the **Point of Sale** application.
 
 .. image:: media/start01.png
-    :align: center
+   :align: center
-
-Do not forget to install an accounting **chart of account**. If it is not
-done, go to the **Invoicing/Accounting** application and click on **Browse
-available countries**:
-
-.. image:: media/start02.png
-    :align: center
-
-Then choose the one you want to install.
-
-When it is done, you are all set to use the point of sale.
-
-Adding Products
----------------
-
-To add products from the point of sale **Dashboard** go to 
-:menuselection:`Orders --> Products` and click on **Create**.
-
-The first example will be oranges with a price of ``3€/kg``. In the **Sales**
-tab, you can see the point of sale configuration. There, you can set a
-product category, specify that the product has to be weighted or not and
-ensure that it will be available in the point of sale.
-
-.. image:: media/start03.png
-    :align: center
-
-In same the way, you can add lemons, pumpkins, red onions, bananas... in
-the database.
 
 .. tip::
-    How to easily manage categories?
+   If you are using Odoo Accounting, do not forget to install a chart of
+   accounts if it's not already done. This can be achieved in the
+   accounting settings.
 
-    If you already have a database with your products, you can easily set a
+Make products available in the Point of Sale
-    **Point of Sale Category** by using the Kanban view and by grouping the
+--------------------------------------------
-    products by **Point of Sale Category**.
+
+To make products available for sale in the Point of Sale, open a
+product, go in the tab Sales and tick the box "Available in Point of
+Sale".
+
+.. image:: media/start02.png
+   :align: center
+
+.. tip::
+   You can also define there if the product has to be weighted with a
+   scale.
+
+Configure your payment methods
+------------------------------
+
+To add a new payment method for a Point of Sale, go to
+:menuselection:`Point of Sale --> Configuration --> Point of Sale --> Choose
+a Point of Sale --> Go to the Payments section` and click on the link
+"Payment Methods".
+
+.. image:: media/start03.png
+   :align: center
+
+Now, you can create new payment methods. Do not forget to tick the box
+"Use in Point of Sale".
 
 .. image:: media/start04.png
-    :align: center
+   :align: center
 
-Configuring a payment method
+Once your payment methods are created, you can decide in which Point of
-----------------------------
+Sale you want to make them available in the Point of Sale configuration.
-
-To configure a new payment method go to 
-:menuselection:`Configuration --> Payment methods`
-and click on **Create**.
 
 .. image:: media/start05.png
-    :align: center
+   :align: center
 
-After you set up a name and the type of payment method, you can go to
+Configure your Point of Sale
-the point of sale tab and ensure that this payment method has been
+----------------------------
-activated for the point of sale.
 
-Configuring your points of sales
+Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
---------------------------------
+and select the Point of Sale you want to configure. From this menu, you
+can edit all the settings of your Point of Sale.
 
-Go to :menuselection:`Configuration --> Point of Sale`, 
+Create your first PoS session
-click on the ``main`` point of sale. Edit the point of sale 
+=============================
-and add your custom payment method into the available payment methods. 
-
-.. image:: media/start06.png
-    :align: center
-
-You can configure each point of sale according to your hardware,
-location,...
-
-.. demo:fields:: point_of_sale.action_pos_config_pos
-
-Now you are ready to make your first steps with your point of sale.
-
-First Steps in the Point of Sale
-================================
 
 Your first order
 ----------------
 
-On the dashboard, you can see your points of sales, click on **New
+You are now ready to make your first sales through the PoS. From the PoS
-session**:
+dashboard, you see all your points of sale and you can start a new
+session.
+
+.. image:: media/start06.png
+   :align: center
+
+You now arrive on the PoS interface.
 
 .. image:: media/start07.png
-    :align: center
+   :align: center
 
-You will get the main point of sale interface:
+Once an order is completed, you can register the payment. All the
+available payment methods appear on the left of the screen. Select the
+payment method and enter the received amount. You can then validate the
+payment.
+
+You can register the next orders.
+
+Close the PoS session
+---------------------
+
+At the end of the day, you will close your PoS session. For this, click
+on the close button that appears on the top right corner and confirm.
+You can now close the session from the dashboard.
 
 .. image:: media/start08.png
-    :align: center
+   :align: center
 
-On the right you can see the products list with the categories
+.. tip::
-on the top. If you click on a product, it will be added in the cart. You
+   It's strongly advised to close your PoS session at the end of each day.
-can directly set the correct quantity or weight by typing it on the
-keyboard.
 
-Payment
+You will then see a summary of all transactions per payment method.
--------
-
-Once the order is completed, click on **Payment**. You can choose the
-customer payment method. In this example, the customer owes you ``10.84 €``
-and pays with a ``20 €`` note. When it's done, click on **Validate**.
 
 .. image:: media/start09.png
-    :align: center
+   :align: center
 
-Your ticket is printed and you are now ready to make your second order.
+You can click on a line of that summary to see all the orders that have
+been paid by this payment method during that PoS session.
 
-Closing a session
+If everything is correct, you can validate the PoS session and post the
------------------
+closing entries.
 
-At the end of the day, to close the session, click on the **Close** button
+It's done, you have now closed your first PoS session.
-on the top right. Click again on the close button of the point of sale.
-On this page, you will see a summary of the transactions
-
-.. image:: media/start10.png
-    :align: center
-
-If you click on a payment method line, the journal of this method
-appears containing all the transactions performed.
-
-.. image:: media/start11.png
-    :align: center
-
-Now, you only have to validate and close the session.
-
-.. seealso::
-    * :doc:`../shop/cash_control`
-    * :doc:`../shop/invoice`
-    * :doc:`../shop/refund`
-    * :doc:`../shop/seasonal_discount`