[ADD] point_of_sale: Getting started with Odoo Point of Sale
https://docs.google.com/document/d/1yZPuKQFv8qrt06RNCTIYYf3HqIL3frMGRCEGPUR4M3o/edit#
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=======================================
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Getting started with Odoo Point of Sale
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=======================================
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=======================================
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Overview
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========
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Odoo's online **Point of Sale** application is based on a simple, user
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friendly interface. The **Point of Sale** application can be used online or
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offline on iPads, Android tablets or laptops.
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Odoo **Point of Sale** is fully integrated with the **Inventory** and the
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**Accounting** applications. Any transaction with your point of sale will
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automatically be registered in your inventory management and accounting
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and, even in your **CRM** as the customer can be identified from the app.
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You will be able to run real time statistics and consolidations across
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all your shops without the hassle of integrating several external
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applications.
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Configuration
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=============
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Install the Point of Sale Application
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-------------------------------------
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Start by installing the **Point of Sale** application. Go to
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:menuselection:`Apps` and install the **Point of Sale** application.
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.. image:: media/start01.png
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:align: center
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Do not forget to install an accounting **chart of account**. If it is not
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done, go to the **Invoicing/Accounting** application and click on **Browse
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available countries**:
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.. image:: media/start02.png
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:align: center
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Then choose the one you want to install.
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When it is done, you are all set to use the point of sale.
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Adding Products
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---------------
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To add products from the point of sale **Dashboard** go to
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:menuselection:`Orders --> Products` and click on **Create**.
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The first example will be oranges with a price of ``3€/kg``. In the **Sales**
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tab, you can see the point of sale configuration. There, you can set a
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product category, specify that the product has to be weighted or not and
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ensure that it will be available in the point of sale.
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.. image:: media/start03.png
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:align: center
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In same the way, you can add lemons, pumpkins, red onions, bananas... in
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the database.
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.. tip::
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How to easily manage categories?
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If you already have a database with your products, you can easily set a
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**Point of Sale Category** by using the Kanban view and by grouping the
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products by **Point of Sale Category**.
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.. image:: media/start04.png
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:align: center
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Configuring a payment method
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----------------------------
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To configure a new payment method go to
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:menuselection:`Configuration --> Payment methods`
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and click on **Create**.
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.. image:: media/start05.png
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:align: center
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After you set up a name and the type of payment method, you can go to
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the point of sale tab and ensure that this payment method has been
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activated for the point of sale.
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Configuring your points of sales
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--------------------------------
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Go to :menuselection:`Configuration --> Point of Sale`,
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click on the ``main`` point of sale. Edit the point of sale
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and add your custom payment method into the available payment methods.
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.. image:: media/start06.png
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:align: center
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You can configure each point of sale according to your hardware,
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location,...
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.. demo:fields:: point_of_sale.action_pos_config_pos
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Now you are ready to make your first steps with your point of sale.
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First Steps in the Point of Sale
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================================
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Your first order
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----------------
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On the dashboard, you can see your points of sales, click on **New
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session**:
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.. image:: media/start07.png
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:align: center
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You will get the main point of sale interface:
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.. image:: media/start08.png
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:align: center
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On the right you can see the products list with the categories
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on the top. If you click on a product, it will be added in the cart. You
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can directly set the correct quantity or weight by typing it on the
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keyboard.
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Payment
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-------
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Once the order is completed, click on **Payment**. You can choose the
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customer payment method. In this example, the customer owes you ``10.84 €``
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and pays with a ``20 €`` note. When it's done, click on **Validate**.
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.. image:: media/start09.png
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:align: center
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Your ticket is printed and you are now ready to make your second order.
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Closing a session
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-----------------
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At the end of the day, to close the session, click on the **Close** button
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on the top right. Click again on the close button of the point of sale.
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On this page, you will see a summary of the transactions
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.. image:: media/start10.png
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:align: center
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If you click on a payment method line, the journal of this method
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appears containing all the transactions performed.
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.. image:: media/start11.png
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:align: center
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Now, you only have to validate and close the session.
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.. seealso::
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* :doc:`../shop/cash_control`
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* :doc:`../shop/invoice`
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* :doc:`../shop/refund`
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* :doc:`../shop/seasonal_discount`
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