diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index df1678114..f0f836d97 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -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 ` 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 `. Registering +your customer is necessary to :doc:`collect their loyalty points and grant them rewards +`, automatically apply the :doc:`attributed pricelist +`, or :ref:`generate and print an invoice +`. -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: diff --git a/content/applications/sales/point_of_sale/customer-add.png b/content/applications/sales/point_of_sale/customer-add.png deleted file mode 100644 index bd7e3bce4..000000000 Binary files a/content/applications/sales/point_of_sale/customer-add.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/customer-button.png b/content/applications/sales/point_of_sale/customer-button.png deleted file mode 100644 index 1a0a42630..000000000 Binary files a/content/applications/sales/point_of_sale/customer-button.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/customer-form.png b/content/applications/sales/point_of_sale/customer-form.png deleted file mode 100644 index a4f1cf9fb..000000000 Binary files a/content/applications/sales/point_of_sale/customer-form.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/receipts_invoices.rst b/content/applications/sales/point_of_sale/receipts_invoices.rst index 39df4b767..264101cde 100644 --- a/content/applications/sales/point_of_sale/receipts_invoices.rst +++ b/content/applications/sales/point_of_sale/receipts_invoices.rst @@ -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 ==============================