diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale/overview/getting_started.rst index a9110c225..3a287db36 100644 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ b/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 ` 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. diff --git a/content/applications/sales/point_of_sale/overview/getting_started/close-pos-session.png b/content/applications/sales/point_of_sale/overview/getting_started/close-pos-session.png deleted file mode 100644 index eb16d201a..000000000 Binary files a/content/applications/sales/point_of_sale/overview/getting_started/close-pos-session.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png b/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png new file mode 100644 index 000000000..f90ef7aca Binary files /dev/null and b/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png differ diff --git a/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png b/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png index 5b321a95c..7498185e1 100644 Binary files a/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png and b/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png differ diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png b/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png index 3fae8a85f..9a1eba0b6 100644 Binary files a/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png and b/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png differ diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png b/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png index 7f4af9d18..1d31b4dff 100644 Binary files a/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png and b/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png differ diff --git a/content/applications/sales/point_of_sale/overview/getting_started/refund.png b/content/applications/sales/point_of_sale/overview/getting_started/refund.png new file mode 100644 index 000000000..c55f5ce20 Binary files /dev/null and b/content/applications/sales/point_of_sale/overview/getting_started/refund.png differ