[IMP] pos: update tip info, remove and update screenshots

closes odoo/documentation#3059

Taskid: 3005150
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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LoredanaLrpz 2022-12-01 10:40:35 +00:00
parent 293e749298
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===================================
Integrate a tip option into payment
===================================
====
Tips
====
As it is customary to tip in many countries all over the world, it is
important to have the option in your PoS interface.
Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops
<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
Configure Tipping
=================
.. _configuration:
To activate the *Tips* feature, go to :menuselection:`Point of Sale
--> Configuration --> Point of sale` and select your PoS.
Configuration
=============
Under the Bills & Receipts category, you will find *Tips*. Select it
and create a *Tip Product* such as *Tips* in this case.
To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale
--> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow
**tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once
enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product
will be used as a reference on customers' receipts.
.. image:: tips/tips01.png
:align: center
.. image:: tips/tips-setup.png
:align: center
:alt: enable tips in a POS
Add Tips to the bill
====================
.. _tip-product:
Once on the payment interface, you now have a new *Tip* button
Tip products
------------
.. image:: tips/tips02.png
:align: center
**Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip
Product <configuration>` field and click :guilabel:`Create` or press **enter**. The product is
automatically configured to be used as a tip at the payment screen.
Add the tip your customer wants to leave and process to the payment.
However, if you wish to be able to select the tip product in a POS session, you must activate the
**Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product
configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS`
checkbox, and click :guilabel:`Save & Close`.
.. image:: tips/tips03.png
:align: center
.. note::
- When you create a product to use as a tip, leave the **product type** as :guilabel:`Consumable`
to avoid unnecessary inventory movements.
- You can only select one tip product per POS, but you can choose a different one for each.
Tip using an Adyen terminal
---------------------------
If you use an :doc:`Adyen <../payment/adyen>` payment terminal and wish to enable **tips**
using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip
settings <configuration>`.
Tip after payment
-----------------
If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment
(North America specific)`. Doing so generates a bill to print and complete manually by the customer
and the waiter. That bill indicates the tip value the customer chooses to give after the payment.
.. important::
To use this feature, the selected payment method must have a bank journal attributed.
Add tips
========
To add tips to an order, :doc:`access the payment screen <../overview/getting_started>` and click
:guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and
process the payment.
.. image:: tips/add-tip.png
:align: center
:alt: tip popup window
Alternatively, you can select the :ref:`tip product <tip-product>` on the POS interface to add it to
the cart. When selected, the product is automatically set as a tip, and its default value equals its
**Sales Price**.
Tip using an Adyen terminal
---------------------------
During checkout, select **Adyen** as the payment terminal, and send the payment request to the
device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on
the terminal's screen before proceeding to the payment.
Tip after payment
-----------------
At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing so generates a bill
to complete by the customer.
.. image:: tips/tipping-bill.png
:align: center
:alt: tipping bill after payment to complete by customers
On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`),
:guilabel:`No Tip`, or enter the tipping amount the customer chose to give. Then, click
:guilabel:`Settle` to move to the following order.
.. image:: tips/tip-after-payment.png
:align: center
:alt: screen to select a tip amount to collect after payment

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