[ADD] point_of_sale: How to set up cash control?

https://docs.google.com/document/d/1eLMfQKXFB3xNIeHpfvwd26SUkRkTnz9JMbTI4f_req0/edit#
This commit is contained in:
Yannick Tivisse 2015-11-17 12:45:35 +01:00
parent 2d38ba97bc
commit 749a057ddc
11 changed files with 96 additions and 1 deletions

View File

@ -1,3 +1,98 @@
===========================
How to set up cash control?
===========================
===========================
Cash control permits you to check the amount of the cashbox at the
opening and closing.
Configuring cash control
========================
On the **Point of Sale** dashboard,
click on :menuselection:`More --> Settings`.
.. image:: media/cash_control01.png
:align: center
On this page, scroll and tick the the option **Cash Control**.
.. image:: media/cash_control02.png
:align: center
Starting a session
==================
On your point of sale dashboard click on **new session**:
.. image:: media/cash_control03.png
:align: center
Before launching the point of sale interface, you get the open control
view. Click on set an opening balance to introduce the amount in the
cashbox.
.. image:: media/cash_control04.png
:align: center
Here you can insert the value of the coin or bill, and the amount present in
the cashbox. The system sums up the total, in this example we have
``86,85€`` in the cashbox. Click on **confirm**.
.. image:: media/cash_control05.png
:align: center
You can see that the opening balance has changed and when you click on
**Open Session** you will get the main point of sale interface.
Register a sale
===============
.. image:: media/cash_control06.png
:align: center
On the right you can see the list of your products with the categories
on the top. If you click on a product, it will be added in the cart. You
can directly set the correct quantity or weight by typing it on the
keyboard.
Payment
=======
Once the order is completed, click on **Payment**. You can choose the
customer payment method. In this example, the customer owes you ``10.84€``
and pays with a ``20€`` note. When it's done, click on **Validate**.
.. image:: media/cash_control07.png
:align: center
Your ticket is printed and you are now ready to make your second order.
Closing a session
=================
At the time of closing the session, click on the **Close** button on the top
right. Click again on the **Close** button to exit the point of sale interface.
On this page, you will see a summary of the transactions. At this moment you can
take the money out.
.. image:: media/cash_control08.png
:align: center
For instance you want to take your daily transactions out of your
cashbox.
.. image:: media/cash_control09.png
:align: center
Now you can see that the theoretical closing balance has been updated
and it only remains you to count your cashbox to set a closing balance.
.. image:: media/cash_control10.png
:align: center
You can now validate the closing.
.. seealso::
* :doc:`invoice`
* :doc:`refund`
* :doc:`seasonal_discount`

Binary file not shown.

After

Width:  |  Height:  |  Size: 3.6 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 20 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 2.3 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 9.1 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 73 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 19 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 17 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 6.5 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB