diff --git a/content/applications/sales/point_of_sale/shop.rst b/content/applications/sales/point_of_sale/shop.rst index 2d56428f3..bfff8654e 100644 --- a/content/applications/sales/point_of_sale/shop.rst +++ b/content/applications/sales/point_of_sale/shop.rst @@ -9,6 +9,7 @@ Shop Features shop/invoice shop/barcode + shop/sales_order shop/multicashiers shop/reprint shop/cash_rounding diff --git a/content/applications/sales/point_of_sale/shop/sales_order.rst b/content/applications/sales/point_of_sale/shop/sales_order.rst new file mode 100644 index 000000000..0375e9b39 --- /dev/null +++ b/content/applications/sales/point_of_sale/shop/sales_order.rst @@ -0,0 +1,47 @@ +=================== +Sales orders in PoS +=================== + +When working in retail, you might need to order products directly from your Point of sale. +Fortunately, Odoo Point of Sale is fully integrated with Odoo Sales, meaning that you can create a +sales order and pay for it directly from your point of sale. + +Select a sales order +==================== + +From the **Point of Sale** application, open a new session. Then, click on +:guilabel:`Quotations/Orders` to get the complete list of quotations and sales orders created on the +sales application. + +.. image:: salesorder/pos-interface.png + :align: center + :alt: Quotations and sales order button on the Point of Sale interface + +.. note:: + To ease finding the right sales order, you can filter that list on the **customer** or on the + **order reference**. You can also set the customer before clicking on + :guilabel:`Quotations/Orders` to reduce the list to one particular customer. + +Apply a down payment or settle the order +======================================== + +From the list of sales order, select one to make a payment. + +.. image:: salesorder/list-of-so.png + :align: center + :alt: list view of sales orders and quotations + +You can either: + +- Settle the order **partially**: after clicking on :guilabel:`Apply a down payment`, enter the + percentage of down payment you want the customer to pay. Then, click on :guilabel:`ok` and proceed + with the order. +- Settle the order **completely**: click on :guilabel:`Settle the order` to pay for the total of the + sales order. + +.. note:: + Once you settle a sales order, the applied down payment is automatically deducted from the total + amount. + +.. Seealso:: + - :doc:`/applications/sales/sales/invoicing/down_payment` \ No newline at end of file diff --git a/content/applications/sales/point_of_sale/shop/salesorder/list-of-so.png b/content/applications/sales/point_of_sale/shop/salesorder/list-of-so.png new file mode 100644 index 000000000..c6a42ae75 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/salesorder/list-of-so.png differ diff --git a/content/applications/sales/point_of_sale/shop/salesorder/pos-interface.png b/content/applications/sales/point_of_sale/shop/salesorder/pos-interface.png new file mode 100644 index 000000000..8e7455710 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/salesorder/pos-interface.png differ