[IMP] pos: update the register customers section

task-3357882

closes odoo/documentation#4662

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Loredana Perazzo 2023-06-08 09:35:56 +00:00
parent 417ae8d581
commit 455f8ed083
5 changed files with 14 additions and 22 deletions

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@ -22,8 +22,8 @@ From the **POS dashboard**, click :guilabel:`New Session` to start a POS session
:guilabel:`Resume` if the session was already open.
.. note::
Multiple users can be connected to the same session at the same time. However, the session can
only be open 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:
@ -48,28 +48,18 @@ 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.
Lastly, click :guilabel:`Set Customer` to set the selected customer.
.. _pos/refund:

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@ -32,6 +32,8 @@ When you use it, you can then reprint your last receipt.
.. image:: receipts_invoices/reprint03.png
.. _receipts-invoices/invoices:
Invoice from the PoS interface
==============================