diff --git a/content/applications/sales/point_of_sale/employee_login.rst b/content/applications/sales/point_of_sale/employee_login.rst index f09d17192..6f8e0aace 100644 --- a/content/applications/sales/point_of_sale/employee_login.rst +++ b/content/applications/sales/point_of_sale/employee_login.rst @@ -1,81 +1,75 @@ -==================== -Log in with employee -==================== +========================= +Multi-employee management +========================= -With Odoo *Point of Sale*, you can manage multiple cashiers. This -feature allows you to keep track of who is working, when and how much -each cashier made for that session. +Odoo Point of Sale allows you to manage access to a specific POS by enabling the **Multi Employees +per Session** feature. When activated, :ref:`you can select which users can log into the POS +` and :ref:`keep track of the employees involved in each order +`. -There are three ways to switch cashiers in Odoo: by *selecting the -cashier*, by *entering a PIN code* or by *scanning a barcode*. +.. _employee_login/configuration: -.. note:: - To manage multiple cashiers, you need several employees (at least two). +Configuration +============= -.. _restrict-employee-pos: +:ref:`Access the POS settings ` and select your POS, or click the vertical +ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then, enable +:guilabel:`Multi Employees per Session`, and add the allowed employees in the :guilabel:`Allowed +Employees` field. -Set up log in with employees -============================ +.. image:: employee_login/setting.png + :alt: setting to enable multiple cashiers in POS -To enable the feature, go to your *PoS settings* and check log in with -employees on your *PoS form*. Then, add the employees that have access -to the cash register. +.. _employee_login/use: -.. image:: employee_login/multicashiers01.png - :align: center +Practical application +===================== -Now, you can switch cashier easily. +Once the feature is activated, cashiers can log in :ref:`by scanning their badge +` or selecting their name from the list of allowed employees to :ref:`open the +session `. -Switch without pin codes -======================== +.. image:: employee_login/open-session.png + :alt: window to open a session when the multiple cashiers feature is enabled -The easiest way to switch cashiers is without a code. To do so, click on -the cashier name in your PoS interface. +To switch to another user :ref:`from an open session `, click the employee name +at the top-right of the screen and select the employee to swap with from the list. -.. image:: employee_login/multicashiers02.png - :align: center +.. image:: employee_login/switch-user.png + :alt: button to switch from one cashier to another. -Now, you just have to click on your name. +You can also require your employees to enter a pin code every time they log into a POS to prevent +them from logging in as someone else. To define the code, go to the **Employees** app, open the +employee form, and click the :guilabel:`HR settings` tab. Then, enter a pin code of your choice in +the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` category. -.. image:: employee_login/multicashiers03.png - :align: center +.. image:: employee_login/pin-and-badgeid.png + :alt: setting on the employee form to assign a badge ID and a PIN code. -.. _set-pin-code: +.. _employee_login/badge: -Switch cashier with pin codes -============================= +Log in using badges +------------------- -You can set a pin code on each cashier. To set up a pin code, go to the -employee form and add a security PIN, in the *HR settings tab*. +For your employees to be able to log in by scanning their badge, they must have a badge ID assigned. +To do so, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings` +tab. Then, enter the badge ID of your choice in the :guilabel:`Badge ID` field of the +:guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`. -.. image:: employee_login/multicashiers04.png - :align: center +To switch to another user, lock the session by clicking the lock-shaped icon (:guilabel:`🔓`) at the +top-right of the screen and scan your badge. -Now, when switching cashier, a PIN password will be asked. +.. _employee_login/analytics: -.. image:: employee_login/multicashiers05.png - :align: center +Analytics +========= -.. _employee-barcode: +Once you close and post the POS session, access the comprehensive report to review all session +activities, including who initiated the session and who handled specific orders. To access the +session's report, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select +:guilabel:`Sessions` from the :guilabel:`View` section. Then, select a specific session for more +detailed information, and click the :guilabel:`Orders` button to view a list of all orders placed +during that session. -Switch cashier with barcodes -============================ - -You can ask your employees to log themselves with their badges. To do -so, set up a barcode at the same place you add the PIN code. Print the -badge and when they will scan it, the cashier will be switched to that -employee. - -.. image:: employee_login/multicashiers06.png - :align: center - -Find who was the cashier -======================== - -Once you have closed your *PoS session*, you can have an overview of -the amount each cashier sold for. To do so, go to the orders menu. - -.. image:: employee_login/multicashiers07.png - :align: center - -Now, you can open the order and have a summary of the sold products. +To get an overview of all orders, regardless of the session, click the vertical ellipsis button +(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section. diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers01.png b/content/applications/sales/point_of_sale/employee_login/multicashiers01.png deleted file mode 100644 index a30408fa6..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers01.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers02.png b/content/applications/sales/point_of_sale/employee_login/multicashiers02.png deleted file mode 100644 index 11a36e47f..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers02.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers03.png b/content/applications/sales/point_of_sale/employee_login/multicashiers03.png deleted file mode 100644 index b07e60aa6..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers03.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers04.png b/content/applications/sales/point_of_sale/employee_login/multicashiers04.png deleted file mode 100644 index e072c8c39..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers04.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers05.png b/content/applications/sales/point_of_sale/employee_login/multicashiers05.png deleted file mode 100644 index b7dd8f467..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers05.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers06.png b/content/applications/sales/point_of_sale/employee_login/multicashiers06.png deleted file mode 100644 index e6e29a8d2..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers06.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/multicashiers07.png b/content/applications/sales/point_of_sale/employee_login/multicashiers07.png deleted file mode 100644 index e5c428774..000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/multicashiers07.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/open-session.png b/content/applications/sales/point_of_sale/employee_login/open-session.png new file mode 100644 index 000000000..e81e74cd0 Binary files /dev/null and b/content/applications/sales/point_of_sale/employee_login/open-session.png differ diff --git a/content/applications/sales/point_of_sale/employee_login/pin-and-badgeid.png b/content/applications/sales/point_of_sale/employee_login/pin-and-badgeid.png new file mode 100644 index 000000000..a0cbecf6f Binary files /dev/null and b/content/applications/sales/point_of_sale/employee_login/pin-and-badgeid.png differ diff --git a/content/applications/sales/point_of_sale/employee_login/setting.png b/content/applications/sales/point_of_sale/employee_login/setting.png new file mode 100644 index 000000000..8d236331d Binary files /dev/null and b/content/applications/sales/point_of_sale/employee_login/setting.png differ diff --git a/content/applications/sales/point_of_sale/employee_login/switch-user.png b/content/applications/sales/point_of_sale/employee_login/switch-user.png new file mode 100644 index 000000000..f5f3e5898 Binary files /dev/null and b/content/applications/sales/point_of_sale/employee_login/switch-user.png differ diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index 5335c6c59..3c4e97faf 100644 --- a/content/applications/sales/point_of_sale/shop/barcode.rst +++ b/content/applications/sales/point_of_sale/shop/barcode.rst @@ -58,5 +58,5 @@ Log employees ------------- You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access -` to the POS and :ref:`use barcodes to log your employees in -` your POS. +` to the POS and :ref:`use barcodes to log your employees in +` your POS.