[IMP] POS: upgrade the getting started page for 16.0

Task ID: 3090486

X-original-commit: fb5c128fb7

content/applications/sales/point_of_sale/overview/getting_started.rst

@@ -13,7 +13,8 @@ Make products available
 -----------------------
 
 To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
-and open a product. In the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`.
+and select a product to open the product form. In the :guilabel:`Sales` tab, enable
+:guilabel:`Available in POS`.
 
 .. image:: getting_started/pos-available.png
    :align: center
@@ -23,44 +24,55 @@ Configure payment methods
 -------------------------
 
 To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
-Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
-check :guilabel:`Cash` for cash payments.
+Configuration --> Payment Methods --> Create`, and set a name. Check :guilabel:`Identify Customer`
+to allow this payment method *exclusively* for registered customers.
+
+Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
+payments, or :guilabel:`Bank` to use it for card payments.
+
+.. comment:
+   when created, add a link to the customeraccount page under advanced_pricing_features
 
 .. image:: getting_started/payment-method.png
    :align: center
    :alt: Creating a new payment method for a POS.
 
 .. note::
-   Credentials are mandatory to use a payment terminal. To learn how to configure the different
-   terminals, check out the following documentation pages:.
+   - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
+     field in which you can add your terminal's information.
+   - Credentials are mandatory to use a payment terminal. To learn how to configure the different
+     terminals, check out the following documentation pages:
 
-   - :doc:`Adyen configuration <../payment/adyen>`
-   - :doc:`Vantiv configuration <../payment/vantiv>`
-   - :doc:`Ingenico configuration <../payment/ingenico>`
-   - :doc:`Six configuration <../payment/six>`
-
-Now, you can select the payment method in your POS settings. To do so, go to
-:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
-wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
-the :guilabel:`Payments` section.
+     - :doc:`Adyen configuration <../payment/adyen>`
+     - :doc:`Vantiv configuration <../payment/vantiv>`
+     - :doc:`Ingenico configuration <../payment/ingenico>`
+     - :doc:`Six configuration <../payment/six>`
+     - :doc:`Worldline configuration <../payment/worldline>`
 
+Once the payment method is created, you can select it in your POS settings. To do so, go to
+:menuselection:`Point of Sale --> Configuration --> Settings`. Select a POS for which you wish to
+make the payment method available in the :guilabel:`Point of Sale` field, and add the payment
+method(s) under the :guilabel:`Payment` section.
 
 POS sessions
 ============
 
+.. _pos/start-session:
+
 Start a session
 ---------------
 
-From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
-:guilabel:`Resume` if the session was already open.
+From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash
+Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
+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 open once on the same browser.
+   only be opened once on the same browser.
 
-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.
+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.
 
 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
@@ -78,30 +90,56 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
 Return and refund products
 --------------------------
 
-To return a product and make a refund,
+To return and refund a product,
 
-#. from the **POS dashboard**, **open a session** and select the returned product;
-#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
+#. :ref:`start a session <pos/start-session>` from the **POS dashboard**;
+#. click :guilabel:`Refund` and select the corresponding order;
+#. select the product and the quantity to refund using the keypad;
+#. click :guilabel:`Refund` to go back to the previous screen;
 #. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
 #. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
 
+.. image:: getting_started/refund.png
+   :align: center
+   :alt: refund view from a POS
+
+.. note::
+   - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
+     :guilabel:`Customer` using the search bar.
+   - You can also refund a product by selecting the returned product from an open session, and
+     setting a negative quantity that equals the number of returned products. To do so, click
+     :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
+
 Close the POS session
 ---------------------
 
-To close your session,
+To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
+opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
+information:
 
-#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
-   right corner of your screen;
-#. then, click :guilabel:`Close` and proceed to the **closing control**;
-#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
-   drawer;
-#. once the control is done, click :guilabel:`Close session & post entries`;
-#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
+- the number of orders made and the total amount made during the session;
+- the expected amounts grouped by payment method.
 
-.. image:: getting_started/close-pos-session.png
+Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
+window that computes the total amount in the cash drawer depending on the coins and bills counted
+and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
+computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
+specified in the **Notes** section.
+
+.. image:: getting_started/closing-control.png
    :align: center
    :alt: How to close a POS session.
 
+Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
+the **POS dashboard**.
+
+.. note::
+   - You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
+     clicking :guilabel:`Discard`.
+   - Depending on your setup, you might only be allowed to close a session if the expected cash
+     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` at the
+     :guilabel:`Payments Difference` screen.
+
 .. tip::
    - It is strongly advised to close your POS session at the end of each day.
    - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
@@ -114,5 +152,5 @@ To access your statistics, go to :menuselection:`Point of Sale --> Reporting -->
 the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
 and :guilabel:`Orders`.
 
-These statistics are available in graph or pivot view that you can filter or group depending on your
-needs.
+These statistics are available in a graph or pivot view that you can filter or group depending on
+your needs.