diff --git a/point_of_sale/shop/cash_control.rst b/point_of_sale/shop/cash_control.rst index 454f91447..dc7ebfa34 100644 --- a/point_of_sale/shop/cash_control.rst +++ b/point_of_sale/shop/cash_control.rst @@ -1,98 +1,63 @@ -=========================== -How to set up cash control? -=========================== +==================================== +Set-up Cash Control in Point of Sale +==================================== -Cash control permits you to check the amount of the cashbox at the -opening and closing. +Cash control allows you to check the amount of the cashbox at the +opening and closing. You can thus make sure no error has been made and +that no cash is missing. -Configuring cash control -======================== +Activate Cash Control +===================== -On the **Point of Sale** dashboard, -click on :menuselection:`More --> Settings`. +To activate the *Cash Control* feature, go to :menuselection:`Point +of Sales --> Configuration --> Point of sale` and select your PoS +interface. + +Under the payments category, you will find the cash control setting. .. image:: media/cash_control01.png :align: center -On this page, scroll and tick the the option **Cash Control**. +In this example, you can see I want to have 275$ in various denomination +at the opening and closing. + +When clicking on *->Opening/Closing Values* you will be able to create +those values. .. image:: media/cash_control02.png :align: center -Starting a session -================== +Start a session +=============== -On your point of sale dashboard click on **new session**: +You now have a new button added when you open a session, *Set opening +Balance* .. image:: media/cash_control03.png :align: center -Before launching the point of sale interface, you get the open control -view. Click on set an opening balance to introduce the amount in the -cashbox. - .. image:: media/cash_control04.png :align: center -Here you can insert the value of the coin or bill, and the amount present in -the cashbox. The system sums up the total, in this example we have -``86,85€`` in the cashbox. Click on **confirm**. +By default it will use the values you added before, but you can always +modify it. + +Close a session +=============== + +When you want to close your session, you now have a *Set Closing +Balance* button as well. + +You can then see the theoretical balance, the real closing balance (what +you have just counted) and the difference between the two. .. image:: media/cash_control05.png :align: center -You can see that the opening balance has changed and when you click on -**Open Session** you will get the main point of sale interface. - -Register a sale -=============== +If you use the *Take Money Out* option to take out your transactions +for this session, you now have a zero-sum difference and the same +closing balance as your opening balance. You cashbox is ready for the +next session. .. image:: media/cash_control06.png :align: center - -On the right you can see the list of your products with the categories -on the top. If you click on a product, it will be added in the cart. You -can directly set the correct quantity or weight by typing it on the -keyboard. - -Payment -======= - -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/cash_control07.png - :align: center - -Your ticket is printed and you are now ready to make your second order. - -Closing a session -================= - -At the time of closing the session, click on the **Close** button on the top -right. Click again on the **Close** button to exit the point of sale interface. -On this page, you will see a summary of the transactions. At this moment you can -take the money out. - -.. image:: media/cash_control08.png - :align: center - -For instance you want to take your daily transactions out of your -cashbox. - -.. image:: media/cash_control09.png - :align: center - -Now you can see that the theoretical closing balance has been updated -and it only remains you to count your cashbox to set a closing balance. - -.. image:: media/cash_control10.png - :align: center - -You can now validate the closing. - -.. seealso:: - * :doc:`invoice` - * :doc:`refund` - * :doc:`seasonal_discount` \ No newline at end of file diff --git a/point_of_sale/shop/media/cash_control01.png b/point_of_sale/shop/media/cash_control01.png index 24a1e4933..f515d69ac 100644 Binary files a/point_of_sale/shop/media/cash_control01.png and b/point_of_sale/shop/media/cash_control01.png differ diff --git a/point_of_sale/shop/media/cash_control02.png b/point_of_sale/shop/media/cash_control02.png index af5a68940..6279a43b5 100644 Binary files a/point_of_sale/shop/media/cash_control02.png and b/point_of_sale/shop/media/cash_control02.png differ diff --git a/point_of_sale/shop/media/cash_control03.png b/point_of_sale/shop/media/cash_control03.png index a7206abfe..e8b0f2a7e 100644 Binary files a/point_of_sale/shop/media/cash_control03.png and b/point_of_sale/shop/media/cash_control03.png differ diff --git a/point_of_sale/shop/media/cash_control04.png b/point_of_sale/shop/media/cash_control04.png index 9a74786b0..3136dbd0b 100644 Binary files a/point_of_sale/shop/media/cash_control04.png and b/point_of_sale/shop/media/cash_control04.png differ diff --git a/point_of_sale/shop/media/cash_control05.png b/point_of_sale/shop/media/cash_control05.png index cb1a83b4e..c4942ce63 100644 Binary files a/point_of_sale/shop/media/cash_control05.png and b/point_of_sale/shop/media/cash_control05.png differ diff --git a/point_of_sale/shop/media/cash_control06.png b/point_of_sale/shop/media/cash_control06.png index b9d8774bf..829365657 100644 Binary files a/point_of_sale/shop/media/cash_control06.png and b/point_of_sale/shop/media/cash_control06.png differ diff --git a/point_of_sale/shop/media/cash_control07.png b/point_of_sale/shop/media/cash_control07.png deleted file mode 100644 index 5c5c3003f..000000000 Binary files a/point_of_sale/shop/media/cash_control07.png and /dev/null differ diff --git a/point_of_sale/shop/media/cash_control08.png b/point_of_sale/shop/media/cash_control08.png deleted file mode 100644 index 782170192..000000000 Binary files a/point_of_sale/shop/media/cash_control08.png and /dev/null differ diff --git a/point_of_sale/shop/media/cash_control09.png b/point_of_sale/shop/media/cash_control09.png deleted file mode 100644 index de1152bee..000000000 Binary files a/point_of_sale/shop/media/cash_control09.png and /dev/null differ diff --git a/point_of_sale/shop/media/cash_control10.png b/point_of_sale/shop/media/cash_control10.png deleted file mode 100644 index 16cff3dd4..000000000 Binary files a/point_of_sale/shop/media/cash_control10.png and /dev/null differ