[IMP] pos: update the register customers section

task-3357882

closes odoo/documentation#4706

X-original-commit: ee4b279e7c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
This commit is contained in:
Loredana Perazzo 2023-06-08 09:35:56 +00:00
parent 7a41103958
commit 388003e6f1
5 changed files with 15 additions and 25 deletions

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@ -23,17 +23,17 @@ Control` screen, click :guilabel:`Open Session` to start a POS session, or click
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.
:doc:`Multiple users <point_of_sale/employee_login>` can be logged into 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.
Click on 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
@ -48,28 +48,17 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
.. _pos/customers:
Register customers
==================
Set 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.
You can create and set customers from an :ref:`open POS session <pos/session-start>`. Registering
your customer is necessary to :doc:`collect their loyalty points and grant them rewards
<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
<receipts-invoices/invoices>`.
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.
To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a
customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving.
.. _pos/customer-notes:

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@ -34,6 +34,7 @@ select the corresponding order and click :guilabel:`Print Receipt`.
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`.
.. _receipts-invoices/invoices:
Invoices
========