[ADD] Pricer tags section added to PoS/pricing
task-3603496
This PR adds the documentation needed to use Point Of Sale
with Pricer electronic price tags.
Related PRs:
https://github.com/odoo/enterprise/pull/50368
task-3603496
closes odoo/documentation#8410
X-original-commit: 656064ea1c
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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content/applications/sales/point_of_sale/preparation/setting.png
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@ -13,3 +13,4 @@ Pricing features
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pricing/pricelists
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pricing/fiscal_position
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pricing/cash_rounding
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pricing/digital_labels
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==============
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Digital labels
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==============
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Digital labels allow you to display product information like prices and barcodes on store shelves
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and to synchronize them remotely from the backend. This removes the need to print new labels when
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product information changes.
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.. image:: digital_labels/electronic-label.png
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:alt: electronic label from Pricer
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.. note::
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Odoo uses digital labels from `Pricer <https://www.pricer.com/>`_.
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Configuration
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=============
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Pricer setup
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------------
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#. `Get in touch with Pricer <https://www.pricer.com/contact>`_ to create and configure your Pricer
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account.
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#. Create your stores: one pricer store equates to one physical store.
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#. Link as many transceivers as needed to the Pricer store(s).
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#. Create the following variables to share product information between your Odoo database system and
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Pricer. These variables act like placeholders on the label template.
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- `itemId`: this holds the unique internal identifier assigned to each product
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- `itemName`: the actual name of the product
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- `price`: the selling price of the product, including any applicable taxes
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- `presentation`: the template name used in Pricer for displaying the product information on the
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label
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- `currency`: the currency of your company (e.g., USD, EUR)
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- `barcode`: the barcode number associated with each product
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.. important::
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The names for these variables must be **identical** in your Pricer database.
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#. Create a template named `NORMAL`. This template is used to display information on your digital
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tags.
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Once your account, stores, variables, and template are configured on Pricer, you can proceed with
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the setup of your Odoo database.
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.. important::
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The account associated with your Pricer store must have access to send API requests to Pricer.
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Odoo setup
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----------
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As a pre-requisite, :ref:`activate <general/install>` the :guilabel:`POS Pricer` module *(technical
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name: pos_pricer)* to have all the required features to use Pricer electronic tags.
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.. image:: digital_labels/pricer-module.png
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:alt: Installing POS Pricer module from Apps
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Once the module is activated, configure your :ref:`pricer stores <pricer_tags/stores>` and associate
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:ref:`Pricer tags <pricer_tags/tags>` with your products.
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.. _pricer_tags/stores:
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Pricer stores
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~~~~~~~~~~~~~
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Similarly to the configuration in Pricer, you need to create one pricer store per physical location.
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To do so, go to :menuselection:`Point of Sale --> Configuration --> Pricer Stores`, click
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:guilabel:`New`, and fill in the line with the required information:
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- :guilabel:`Store Name`: you can put any name of your liking.
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- :guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, usually followed by
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`-country_code`. This value is provided by Pricer.
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- :guilabel:`Pricer Login`: the login of your Pricer account.
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- :guilabel:`Pricer Password`: the password of your Pricer account.
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- :guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined on your Pricer
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database.
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.. image:: digital_labels/pricer-stores-setup.png
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:alt: Configuring a Pricer Store
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.. note::
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- The :guilabel:`Pricer Tags` column is updated automatically when a label is linked to a
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product.
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- The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are updated
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automatically when the tags are updated.
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.. _pricer_tags/tags:
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Pricer tags
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~~~~~~~~~~~
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For a label to display specific product information, the label needs to be associated with the
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product. To do so:
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#. Open the product form by going to :menuselection:`Point of Sale --> Products --> Products` and
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clicking :guilabel:`New` or selecting an existing product.
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.. note::
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If you are creating a new product, configure and save it before associating any Pricer tags.
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#. Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, and select the
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corresponding :guilabel:`Pricer Store`.
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.. image:: digital_labels/pricer-product.png
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:alt: Linking Pricer tags to products
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:scale: 75%
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#. Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from the label itself or
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scanning its barcode.
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.. note::
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Pricer tag IDs are composed of a letter followed by 16 digits.
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.. tip::
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- We recommended using a barcode scanner to speed up the encoding process.
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- When setting up Pricer with Odoo for the first time, it is recommended that you configure only
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one product first. Before configuring more products, ensure you can display their information
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on a Pricer tag.
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Now that you have a product associated with a Pricer tag, we can send its information to Pricer.
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Practical application
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---------------------
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Odoo automatically sends requests to Pricer to synchronize the tags every 12 hours if you make any
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modifications to:
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- Product name, price, barcode, or customer taxes
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- Currency
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- Associated Pricer store or Pricer tags
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To force the update, activate the :ref:`developer mode <developer-mode>`. Then:
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#. Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`.
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#. Select the desired store(s).
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#. Click :guilabel:`Update tags` to update all tags affected by changes to:
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- Product name, price, barcode, or customer taxes
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- Currency
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- Associated Pricer store or Pricer tags
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Alternatively, click :guilabel:`Update all tags` to force the update of every tag, regardless of
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whether changes were made.
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.. image:: digital_labels/update-all.png
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:alt: Update all Pricer tags
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If Pricer has processed and accepted the request, the status field shows :guilabel:`Update
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successfully sent to Pricer`. If there is any issue, the system displays an error message.
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.. warning::
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If a request sent to Pricer fails, Odoo still considers that the product has been updated. In
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that case, we recommend forcing the update of all tags.
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