From 7b2a178e828149599d1971e277dd13facb683ba5 Mon Sep 17 00:00:00 2001 From: Jonathan Date: Fri, 21 Apr 2023 14:37:11 +0000 Subject: [PATCH] [MOV] pos: restructuration of pos toctree task-3284514 closes odoo/documentation#4226 Signed-off-by: Castillo Jonathan (jcs) --- .../finance/fiscal_localizations/belgium.rst | 6 +- content/applications/productivity/iot.rst | 1 - .../productivity/iot/config/pos.rst | 2 +- content/applications/sales/point_of_sale.rst | 110 ++++++++++++++-- .../advanced_pricing_features.rst | 13 -- .../close-pos-session.png | Bin .../sales/point_of_sale/configuration.rst | 33 +++++ .../{overview => configuration}/epos_ssc.rst | 0 .../epos_ssc/browser-https-insecure.png | Bin .../epos_ssc/browser-warning.png | Bin .../epos_ssc/mozilla-not-secure.png | Bin .../epos_ssc/win-cert-wizard-store.png | Bin .../{overview => configuration}/https.rst | 0 .../pos-available.png | Bin .../register02.png => customer-add.png} | Bin .../register01.png => customer-button.png} | Bin .../register03.png => customer-form.png} | Bin .../multicashiers.rst => employee_login.rst} | 14 +-- .../multicashiers01.png | Bin .../multicashiers02.png | Bin .../multicashiers03.png | Bin .../multicashiers04.png | Bin .../multicashiers05.png | Bin .../multicashiers06.png | Bin .../multicashiers07.png | Bin .../sales/point_of_sale/overview.rst | 13 -- .../overview/getting_started.rst | 118 ------------------ .../sales/point_of_sale/overview/register.rst | 30 ----- .../sales/point_of_sale/payment.rst | 13 -- .../sales/point_of_sale/payment_methods.rst | 31 +++++ .../payment-method.png | Bin .../payment_methods/terminals.rst | 13 ++ .../terminals}/adyen.rst | 0 .../terminals}/ingenico.rst | 0 .../ingenico/payment_terminal_02.png | Bin .../ingenico/payment_terminal_03.png | Bin .../ingenico/payment_terminal_04.png | Bin .../ingenico/payment_terminal_05.png | Bin .../ingenico/payment_terminal_06.png | Bin .../terminals}/six.rst | 0 .../terminals}/six/new-payment-method.png | Bin 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Bin .../discounts/discounts_03.png | Bin .../discounts/discounts_04.png | Bin .../discounts/discounts_05.png | Bin .../discounts/discounts_06.png | Bin .../discounts/discounts_07.png | Bin .../loyalty.rst | 6 +- .../loyalty/loyalty01.png | Bin .../loyalty/loyalty02.png | Bin .../loyalty/loyalty03.png | Bin .../pricelists.rst | 6 +- .../pricelists/pricelists_01.png | Bin .../pricelists/pricelists_02.png | Bin .../pricelists/pricelists_03.png | Bin .../pricelists/pricelists_04.png | Bin .../invoice.rst => receipts_invoices.rst} | 59 ++++++--- .../invoice01.png | Bin .../invoice02.png | Bin .../invoice03.png | Bin .../invoice04.png | Bin .../invoice05.png | Bin .../invoice06.png | Bin .../reprint01.png | Bin .../reprint02.png | Bin .../reprint03.png | Bin .../sales/point_of_sale/reporting.rst | 13 ++ .../applications/sales/point_of_sale/shop.rst | 4 - .../sales/point_of_sale/shop/barcode.rst | 3 - .../sales/point_of_sale/shop/cash_control.rst | 6 +- .../sales/point_of_sale/shop/reprint.rst | 33 ----- redirects/14.0.txt | 16 +++ 95 files changed, 293 insertions(+), 278 deletions(-) delete mode 100644 content/applications/sales/point_of_sale/advanced_pricing_features.rst rename content/applications/sales/point_of_sale/{overview/getting_started => }/close-pos-session.png (100%) create mode 100644 content/applications/sales/point_of_sale/configuration.rst rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc.rst (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/browser-https-insecure.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/browser-warning.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/mozilla-not-secure.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/epos_ssc/win-cert-wizard-store.png (100%) rename content/applications/sales/point_of_sale/{overview => configuration}/https.rst (100%) rename content/applications/sales/point_of_sale/{overview/getting_started => configuration}/pos-available.png (100%) rename content/applications/sales/point_of_sale/{overview/register/register02.png => customer-add.png} (100%) rename content/applications/sales/point_of_sale/{overview/register/register01.png => customer-button.png} (100%) rename content/applications/sales/point_of_sale/{overview/register/register03.png => customer-form.png} (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers.rst => employee_login.rst} (85%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers01.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers02.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers03.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers04.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers05.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers06.png (100%) rename content/applications/sales/point_of_sale/{shop/multicashiers => employee_login}/multicashiers07.png (100%) delete mode 100644 content/applications/sales/point_of_sale/overview.rst delete mode 100644 content/applications/sales/point_of_sale/overview/getting_started.rst delete mode 100644 content/applications/sales/point_of_sale/overview/register.rst delete mode 100644 content/applications/sales/point_of_sale/payment.rst create mode 100644 content/applications/sales/point_of_sale/payment_methods.rst rename content/applications/sales/point_of_sale/{overview/getting_started => payment_methods}/payment-method.png (100%) create mode 100644 content/applications/sales/point_of_sale/payment_methods/terminals.rst rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/adyen.rst (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/ingenico.rst (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/ingenico/payment_terminal_02.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/ingenico/payment_terminal_03.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/ingenico/payment_terminal_04.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/ingenico/payment_terminal_05.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/ingenico/payment_terminal_06.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/six.rst (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/six/new-payment-method.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/six/pos-reverse-payment.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/six/pos-send-payment.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/six/pos-six-module.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/vantiv.rst (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/vantiv/vantiv_01.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/vantiv/vantiv_02.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/vantiv/vantiv_03.png (100%) rename content/applications/sales/point_of_sale/{payment => payment_methods/terminals}/vantiv/vantiv_04.png (100%) rename content/applications/sales/point_of_sale/{overview/getting_started => }/pos-interface.png (100%) create mode 100644 content/applications/sales/point_of_sale/pricing.rst rename content/applications/sales/point_of_sale/{shop => pricing}/cash_rounding.rst (99%) rename content/applications/sales/point_of_sale/{shop => pricing}/cash_rounding/cash_rounding01.png (100%) rename content/applications/sales/point_of_sale/{shop => pricing}/cash_rounding/cash_rounding02.png (100%) rename content/applications/sales/point_of_sale/{shop => pricing}/cash_rounding/cash_rounding03.png (100%) rename content/applications/sales/point_of_sale/{advanced_pricing_features => pricing}/discount_tags.rst (91%) rename content/applications/sales/point_of_sale/{advanced_pricing_features => pricing}/discount_tags/discount_tags01.png (100%) rename 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receipts_invoices}/invoice02.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice03.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice04.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice05.png (100%) rename content/applications/sales/point_of_sale/{shop/invoice => receipts_invoices}/invoice06.png (100%) rename content/applications/sales/point_of_sale/{shop/reprint => receipts_invoices}/reprint01.png (100%) rename content/applications/sales/point_of_sale/{shop/reprint => receipts_invoices}/reprint02.png (100%) rename content/applications/sales/point_of_sale/{shop/reprint => receipts_invoices}/reprint03.png (100%) create mode 100644 content/applications/sales/point_of_sale/reporting.rst delete mode 100644 content/applications/sales/point_of_sale/shop/reprint.rst diff --git a/content/applications/finance/fiscal_localizations/belgium.rst b/content/applications/finance/fiscal_localizations/belgium.rst index 75a7151c1..6a3b1981f 100644 --- a/content/applications/finance/fiscal_localizations/belgium.rst +++ b/content/applications/finance/fiscal_localizations/belgium.rst @@ -72,9 +72,9 @@ POS. - Sell products without a valid VAT number. - Use a POS that is not connected to an IoT box. -- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated - and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as - :guilabel:`Half-Up`. +- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be + activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` + set as :guilabel:`Half-Up`. - Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field. There, click diff --git a/content/applications/productivity/iot.rst b/content/applications/productivity/iot.rst index 02503dee3..6ce1a17d9 100644 --- a/content/applications/productivity/iot.rst +++ b/content/applications/productivity/iot.rst @@ -12,4 +12,3 @@ Internet of Things (IoT) iot/config iot/devices - ../sales/point_of_sale/payment diff --git a/content/applications/productivity/iot/config/pos.rst b/content/applications/productivity/iot/config/pos.rst index 4f9d804ef..590640ebe 100644 --- a/content/applications/productivity/iot/config/pos.rst +++ b/content/applications/productivity/iot/config/pos.rst @@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box. - **Payment terminal**: The connection process depends on the terminal, please refer to the :doc:`payment terminals documentation - `. + `. Once it's done, you can connect the IoT Box to your PoS. For this, go in :menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box* diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 305cea962..5616c535d 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -1,24 +1,120 @@ -:nosearch: :show-content: -:hide-page-toc: :show-toc: ============= Point of Sale ============= -With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but -is able to continue working even if you are offline. +With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with +a web browser, even if you are temporarily offline. Product moves are automatically registered in +your stock, you get real-time statistics, and your data is consolidated across all shops. .. seealso:: - `Odoo Tutorials: Point of Sale Tutorials `_ - :doc:`IoT Boxes Documentations ` +.. _pos/session-start: + +Start a session +=============== + +From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or +:guilabel:`Resume` if the session was already open. + +.. note:: + Multiple users can be connected to the same session at the same time. However, the session can + only be open once on the same browser. + +.. _pos/sell: + +Sell products +============= + +Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and +enter the number of products using the keypad. To add a **discount** or modify the product +**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts. + +Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the +**payment method**, enter the received amount, and click :guilabel:`Validate`. Click +:guilabel:`New Order` to move on to the next customer. + +.. image:: point_of_sale/pos-interface.png + :align: center + :alt: POS session interface. + +.. tip:: + - You can use both `,` and `.` on your keyboard as decimal separators. + - **Cash** is selected by default if you enter the amount without choosing a payment method. + +.. _pos/customers: + +Register customers +================== + +Registering your customers gives you the ability to grant them various privileges such as discounts, +loyalty program, specific communication. It is also required if they want an invoice and registering +them makes any future interaction with them faster. + +From your session interface, use the customer button. + +.. image:: point_of_sale/customer-button.png + +Create a new one by using this button. + +.. image:: point_of_sale/customer-add.png + +You will be invited to fill out the customer form with their +information. + +.. image:: point_of_sale/customer-form.png + +Use the save button when you are done. You can then select that customer +in any future transactions. + +.. _pos/refund: + +Return and refund products +========================== + +To return a product and make a refund, + +#. from the **POS dashboard**, **open a session** and select the returned product; +#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products; +#. once the order is completed, click :guilabel:`Payment` to proceed to the refund; +#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer. + +.. _pos/session-close: + +Close the POS session +===================== + +To close your session, + +#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper + right corner of your screen; +#. then, click :guilabel:`Close` and proceed to the **closing control**; +#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash + drawer; +#. once the control is done, click :guilabel:`Close session & post entries`; +#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`. + +.. image:: point_of_sale/close-pos-session.png + :align: center + :alt: How to close a POS session. + +.. tip:: + - It is strongly advised to close your POS session at the end of each day. + - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> + Sessions`. + .. toctree:: :titlesonly: - point_of_sale/overview + point_of_sale/employee_login + point_of_sale/receipts_invoices + point_of_sale/configuration point_of_sale/shop point_of_sale/restaurant - point_of_sale/payment - point_of_sale/advanced_pricing_features + point_of_sale/payment_methods + point_of_sale/pricing + point_of_sale/reporting diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features.rst b/content/applications/sales/point_of_sale/advanced_pricing_features.rst deleted file mode 100644 index 73b99182b..000000000 --- a/content/applications/sales/point_of_sale/advanced_pricing_features.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -================ -Pricing Features -================ - -.. toctree:: - :titlesonly: - - advanced_pricing_features/discounts - advanced_pricing_features/discount_tags - advanced_pricing_features/loyalty - advanced_pricing_features/pricelists diff --git a/content/applications/sales/point_of_sale/overview/getting_started/close-pos-session.png b/content/applications/sales/point_of_sale/close-pos-session.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/close-pos-session.png rename to content/applications/sales/point_of_sale/close-pos-session.png diff --git a/content/applications/sales/point_of_sale/configuration.rst b/content/applications/sales/point_of_sale/configuration.rst new file mode 100644 index 000000000..99e700734 --- /dev/null +++ b/content/applications/sales/point_of_sale/configuration.rst @@ -0,0 +1,33 @@ +:show-content: +:show-toc: + +============= +Configuration +============= + +.. _configuration/settings: + +Access POS settings +=================== + +To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration --> +Settings`. + +To access the settings of a specific point of sale, go to :menuselection:`Point of Sale --> +Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the +vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`. + +Make products available +======================= + +To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, +and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`. + +.. image:: configuration/pos-available.png + :alt: Making a product available in your POS. + +.. toctree:: + :titlesonly: + + configuration/https + configuration/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc.rst b/content/applications/sales/point_of_sale/configuration/epos_ssc.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc.rst rename to content/applications/sales/point_of_sale/configuration/epos_ssc.rst diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/browser-https-insecure.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/browser-https-insecure.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/browser-https-insecure.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/browser-https-insecure.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/browser-warning.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/browser-warning.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/browser-warning.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/browser-warning.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/mozilla-not-secure.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/mozilla-not-secure.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/mozilla-not-secure.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/mozilla-not-secure.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/win-cert-wizard-store.png b/content/applications/sales/point_of_sale/configuration/epos_ssc/win-cert-wizard-store.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/win-cert-wizard-store.png rename to content/applications/sales/point_of_sale/configuration/epos_ssc/win-cert-wizard-store.png diff --git a/content/applications/sales/point_of_sale/overview/https.rst b/content/applications/sales/point_of_sale/configuration/https.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/https.rst rename to content/applications/sales/point_of_sale/configuration/https.rst diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png b/content/applications/sales/point_of_sale/configuration/pos-available.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-available.png rename to content/applications/sales/point_of_sale/configuration/pos-available.png diff --git a/content/applications/sales/point_of_sale/overview/register/register02.png b/content/applications/sales/point_of_sale/customer-add.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register02.png rename to content/applications/sales/point_of_sale/customer-add.png diff --git a/content/applications/sales/point_of_sale/overview/register/register01.png b/content/applications/sales/point_of_sale/customer-button.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register01.png rename to content/applications/sales/point_of_sale/customer-button.png diff --git a/content/applications/sales/point_of_sale/overview/register/register03.png b/content/applications/sales/point_of_sale/customer-form.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register03.png rename to content/applications/sales/point_of_sale/customer-form.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers.rst b/content/applications/sales/point_of_sale/employee_login.rst similarity index 85% rename from content/applications/sales/point_of_sale/shop/multicashiers.rst rename to content/applications/sales/point_of_sale/employee_login.rst index 90007248b..f09d17192 100644 --- a/content/applications/sales/point_of_sale/shop/multicashiers.rst +++ b/content/applications/sales/point_of_sale/employee_login.rst @@ -21,7 +21,7 @@ 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. -.. image:: multicashiers/multicashiers01.png +.. image:: employee_login/multicashiers01.png :align: center Now, you can switch cashier easily. @@ -32,12 +32,12 @@ Switch without pin codes The easiest way to switch cashiers is without a code. To do so, click on the cashier name in your PoS interface. -.. image:: multicashiers/multicashiers02.png +.. image:: employee_login/multicashiers02.png :align: center Now, you just have to click on your name. -.. image:: multicashiers/multicashiers03.png +.. image:: employee_login/multicashiers03.png :align: center .. _set-pin-code: @@ -48,12 +48,12 @@ Switch cashier with pin codes 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*. -.. image:: multicashiers/multicashiers04.png +.. image:: employee_login/multicashiers04.png :align: center Now, when switching cashier, a PIN password will be asked. -.. image:: multicashiers/multicashiers05.png +.. image:: employee_login/multicashiers05.png :align: center .. _employee-barcode: @@ -66,7 +66,7 @@ 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:: multicashiers/multicashiers06.png +.. image:: employee_login/multicashiers06.png :align: center Find who was the cashier @@ -75,7 +75,7 @@ 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:: multicashiers/multicashiers07.png +.. image:: employee_login/multicashiers07.png :align: center Now, you can open the order and have a summary of the sold products. diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers01.png b/content/applications/sales/point_of_sale/employee_login/multicashiers01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers01.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers01.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers02.png b/content/applications/sales/point_of_sale/employee_login/multicashiers02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers02.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers02.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers03.png b/content/applications/sales/point_of_sale/employee_login/multicashiers03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers03.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers03.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers04.png b/content/applications/sales/point_of_sale/employee_login/multicashiers04.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers04.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers04.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers05.png b/content/applications/sales/point_of_sale/employee_login/multicashiers05.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers05.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers05.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers06.png b/content/applications/sales/point_of_sale/employee_login/multicashiers06.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers06.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers06.png diff --git a/content/applications/sales/point_of_sale/shop/multicashiers/multicashiers07.png b/content/applications/sales/point_of_sale/employee_login/multicashiers07.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/multicashiers/multicashiers07.png rename to content/applications/sales/point_of_sale/employee_login/multicashiers07.png diff --git a/content/applications/sales/point_of_sale/overview.rst b/content/applications/sales/point_of_sale/overview.rst deleted file mode 100644 index b4c35aa27..000000000 --- a/content/applications/sales/point_of_sale/overview.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/getting_started - overview/register - overview/https - overview/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale/overview/getting_started.rst deleted file mode 100644 index 9819f999e..000000000 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ /dev/null @@ -1,118 +0,0 @@ -=============== -Getting started -=============== - -**Point of Sale** is a fully integrated application that allows you to sell products (online or -offline) with any device. It also automatically registers product moves in your stock, gives you -real-time statistics, and consolidations across all shops. - -Configuration -============= - -Make products available ------------------------ - -To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, -and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`. - -.. image:: getting_started/pos-available.png - :align: center - :alt: Making a product available in your POS. - -Configure payment methods -------------------------- - -To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> -Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or -check :guilabel:`Cash` for cash payments. - -.. image:: getting_started/payment-method.png - :align: center - :alt: Creating a new payment method for a POS. - -.. note:: - Credentials are mandatory to use a payment terminal. To learn how to configure the different - terminals, check out the following documentation pages:. - - - :doc:`Adyen configuration <../payment/adyen>` - - :doc:`Vantiv configuration <../payment/vantiv>` - - :doc:`Ingenico configuration <../payment/ingenico>` - - :doc:`Six configuration <../payment/six>` - -Now, you can select the payment method in your POS settings. To do so, go to -:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you -wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under -the :guilabel:`Payments` section. - - -POS sessions -============ - -Start a session ---------------- - -From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or -:guilabel:`Resume` if the session was already open. - -.. note:: - Multiple users can be connected to the same session at the same time. However, the session can - only be open once on the same browser. - -Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and -enter the number of products using the keypad. To add a **discount** or modify the product -**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts. - -Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the -**payment method**, enter the received amount, and click :guilabel:`Validate`. Click -:guilabel:`New Order` to move on to the next customer. - -.. image:: getting_started/pos-interface.png - :align: center - :alt: POS session interface. - -.. tip:: - - You can use both `,` and `.` on your keyboard as decimal separators. - - **Cash** is selected by default if you enter the amount without choosing a payment method. - - -Return and refund products --------------------------- - -To return a product and make a refund, - -#. from the **POS dashboard**, **open a session** and select the returned product; -#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products; -#. once the order is completed, click :guilabel:`Payment` to proceed to the refund; -#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer. - -Close the POS session ---------------------- - -To close your session, - -#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper - right corner of your screen; -#. then, click :guilabel:`Close` and proceed to the **closing control**; -#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash - drawer; -#. once the control is done, click :guilabel:`Close session & post entries`; -#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`. - -.. image:: getting_started/close-pos-session.png - :align: center - :alt: How to close a POS session. - -.. tip:: - - It is strongly advised to close your POS session at the end of each day. - - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> - Sessions`. - -View statistics -=============== - -To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from -the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`, -and :guilabel:`Orders`. - -These statistics are available in graph or pivot view that you can filter or group depending on your -needs. diff --git a/content/applications/sales/point_of_sale/overview/register.rst b/content/applications/sales/point_of_sale/overview/register.rst deleted file mode 100644 index 867d10a0a..000000000 --- a/content/applications/sales/point_of_sale/overview/register.rst +++ /dev/null @@ -1,30 +0,0 @@ -================== -Register customers -================== - -Registering your customers will give you the ability to grant them -various privileges such as discounts, loyalty program, specific -communication. It will also be required if they want an invoice and -registering them will make any future interaction with them faster. - -Create a customer -================= - -From your session interface, use the customer button. - -.. image:: register/register01.png - :align: center - -Create a new one by using this button. - -.. image:: register/register02.png - :align: center - -You will be invited to fill out the customer form with their -information. - -.. image:: register/register03.png - :align: center - -Use the save button when you are done. You can then select that customer -in any future transactions. diff --git a/content/applications/sales/point_of_sale/payment.rst b/content/applications/sales/point_of_sale/payment.rst deleted file mode 100644 index 097dde0f7..000000000 --- a/content/applications/sales/point_of_sale/payment.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -================= -Payment Terminals -================= - -.. toctree:: - :titlesonly: - - payment/adyen - payment/ingenico - payment/vantiv - payment/six diff --git a/content/applications/sales/point_of_sale/payment_methods.rst b/content/applications/sales/point_of_sale/payment_methods.rst new file mode 100644 index 000000000..308b65a49 --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods.rst @@ -0,0 +1,31 @@ +:show-content: + +=============== +Payment methods +=============== + +To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> +Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or +check :guilabel:`Cash` for cash payments. + +.. image:: payment_methods/payment-method.png + :alt: Creating a new payment method for a POS. + +.. note:: + Credentials are mandatory to use a payment terminal. To learn how to configure the different + terminals, check out the following documentation pages:. + + - :doc:`Adyen configuration ` + - :doc:`Ingenico configuration ` + - :doc:`Six configuration ` + - :doc:`Vantiv configuration ` + +Now, you can select the payment method in your POS settings. To do so, go to +:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you +wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under +the :guilabel:`Payments` section. + +.. toctree:: + :titlesonly: + + payment_methods/terminals diff --git a/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png b/content/applications/sales/point_of_sale/payment_methods/payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/payment-method.png rename to content/applications/sales/point_of_sale/payment_methods/payment-method.png diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals.rst b/content/applications/sales/point_of_sale/payment_methods/terminals.rst new file mode 100644 index 000000000..c4159fb4d --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods/terminals.rst @@ -0,0 +1,13 @@ +:nosearch: + +================= +Payment terminals +================= + +.. toctree:: + :titlesonly: + + terminals/adyen + terminals/ingenico + terminals/six + terminals/vantiv diff --git a/content/applications/sales/point_of_sale/payment/adyen.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/adyen.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst diff --git a/content/applications/sales/point_of_sale/payment/ingenico.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_02.png b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico/payment_terminal_02.png similarity index 100% rename from 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a/content/applications/sales/point_of_sale/payment/six.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/six.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/six.rst rename to content/applications/sales/point_of_sale/payment_methods/terminals/six.rst diff --git a/content/applications/sales/point_of_sale/payment/six/new-payment-method.png b/content/applications/sales/point_of_sale/payment_methods/terminals/six/new-payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/new-payment-method.png rename to content/applications/sales/point_of_sale/payment_methods/terminals/six/new-payment-method.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-reverse-payment.png b/content/applications/sales/point_of_sale/payment_methods/terminals/six/pos-reverse-payment.png similarity index 100% rename from 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similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png rename to content/applications/sales/point_of_sale/pos-interface.png diff --git a/content/applications/sales/point_of_sale/pricing.rst b/content/applications/sales/point_of_sale/pricing.rst new file mode 100644 index 000000000..bd9860bcd --- /dev/null +++ b/content/applications/sales/point_of_sale/pricing.rst @@ -0,0 +1,14 @@ +:nosearch: + +================ +Pricing features +================ + +.. toctree:: + :titlesonly: + + pricing/cash_rounding + pricing/discounts + pricing/discount_tags + pricing/loyalty + pricing/pricelists diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding.rst b/content/applications/sales/point_of_sale/pricing/cash_rounding.rst similarity index 99% rename from content/applications/sales/point_of_sale/shop/cash_rounding.rst rename to content/applications/sales/point_of_sale/pricing/cash_rounding.rst index 5a799b8ea..3b36522f5 100644 --- a/content/applications/sales/point_of_sale/shop/cash_rounding.rst +++ b/content/applications/sales/point_of_sale/pricing/cash_rounding.rst @@ -1,5 +1,5 @@ ============= -Cash Rounding +Cash rounding ============= **Cash rounding** is required when the lowest physical denomination diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding01.png b/content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding01.png rename to content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding01.png diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding02.png b/content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding02.png rename to content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding02.png diff --git a/content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding03.png b/content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/cash_rounding/cash_rounding03.png rename to content/applications/sales/point_of_sale/pricing/cash_rounding/cash_rounding03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst b/content/applications/sales/point_of_sale/pricing/discount_tags.rst similarity index 91% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst rename to content/applications/sales/point_of_sale/pricing/discount_tags.rst index e6b689f29..461f64fff 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst +++ b/content/applications/sales/point_of_sale/pricing/discount_tags.rst @@ -1,6 +1,6 @@ -========================================== -Using discount tags with a barcode scanner -========================================== +=============================== +Discount tags (barcode scanner) +=============================== If you want to sell your products with a discount, for a product getting close to its expiration date for example, you can use discount tags. diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags01.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags01.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags02.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags02.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags03.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags03.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags04.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags04.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags04.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags04.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags05.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags05.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags05.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags05.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags06.png b/content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags06.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags/discount_tags06.png rename to content/applications/sales/point_of_sale/pricing/discount_tags/discount_tags06.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst b/content/applications/sales/point_of_sale/pricing/discounts.rst similarity index 98% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst rename to content/applications/sales/point_of_sale/pricing/discounts.rst index 152ec03b2..223b1465f 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts.rst +++ b/content/applications/sales/point_of_sale/pricing/discounts.rst @@ -1,6 +1,6 @@ -=============== -Apply Discounts -=============== +========= +Discounts +========= By offering discounts, you can entice your customers and drastically increase your revenue. It is vital to offer discounts, whether they are diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_01.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_01.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_02.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_02.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_03.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_03.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_04.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_04.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_04.png rename to content/applications/sales/point_of_sale/pricing/discounts/discounts_04.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/discounts/discounts_05.png b/content/applications/sales/point_of_sale/pricing/discounts/discounts_05.png similarity index 100% rename from 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a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst b/content/applications/sales/point_of_sale/pricing/loyalty.rst similarity index 94% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst rename to content/applications/sales/point_of_sale/pricing/loyalty.rst index 8706d218b..e9c65d55b 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst +++ b/content/applications/sales/point_of_sale/pricing/loyalty.rst @@ -1,6 +1,6 @@ -======================== -Manage a loyalty program -======================== +================ +Loyalty programs +================ Encourage your customers to continue to shop at your point of sale with a *Loyalty Program*. diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty01.png b/content/applications/sales/point_of_sale/pricing/loyalty/loyalty01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty01.png rename to content/applications/sales/point_of_sale/pricing/loyalty/loyalty01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty02.png b/content/applications/sales/point_of_sale/pricing/loyalty/loyalty02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty02.png rename to content/applications/sales/point_of_sale/pricing/loyalty/loyalty02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty03.png b/content/applications/sales/point_of_sale/pricing/loyalty/loyalty03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/loyalty/loyalty03.png rename to content/applications/sales/point_of_sale/pricing/loyalty/loyalty03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst b/content/applications/sales/point_of_sale/pricing/pricelists.rst similarity index 93% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst rename to content/applications/sales/point_of_sale/pricing/pricelists.rst index aff4a704b..3b25317e7 100644 --- a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst +++ b/content/applications/sales/point_of_sale/pricing/pricelists.rst @@ -1,6 +1,6 @@ -================================= -Using Pricelists in Point of Sale -================================= +========== +Pricelists +========== You probably know the concept of happy hour: during a certain period of time, the barman gives a discount on some drinks (usually 50% off or a diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_01.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_01.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_01.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_01.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_02.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_02.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_02.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_02.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_03.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_03.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_03.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_03.png diff --git a/content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_04.png b/content/applications/sales/point_of_sale/pricing/pricelists/pricelists_04.png similarity index 100% rename from content/applications/sales/point_of_sale/advanced_pricing_features/pricelists/pricelists_04.png rename to content/applications/sales/point_of_sale/pricing/pricelists/pricelists_04.png diff --git a/content/applications/sales/point_of_sale/shop/invoice.rst b/content/applications/sales/point_of_sale/receipts_invoices.rst similarity index 53% rename from content/applications/sales/point_of_sale/shop/invoice.rst rename to content/applications/sales/point_of_sale/receipts_invoices.rst index 75e1732af..39df4b767 100644 --- a/content/applications/sales/point_of_sale/shop/invoice.rst +++ b/content/applications/sales/point_of_sale/receipts_invoices.rst @@ -1,4 +1,37 @@ -============================== +===================== +Receipts and invoices +===================== + +Reprint receipts +================ + +Use the *Reprint receipt* feature if you have the need to reprint a ticket. + +Configuration +------------- + +To activate *Reprint Receipt*, go to :menuselection:`Point of Sale +--> Configuration --> Point of sale`. and select your PoS interface. + +Under the Bills & Receipts category, you will find *Reprint Receipt* +option. + +.. note:: + In order to allow the option reprint receipt, you need to activate the receipt printer. + +.. image:: receipts_invoices/reprint01.png + +Reprint a receipt +----------------- + +On your PoS interface, you now have a *Reprint receipt* button. + +.. image:: receipts_invoices/reprint02.png + +When you use it, you can then reprint your last receipt. + +.. image:: receipts_invoices/reprint03.png + Invoice from the PoS interface ============================== @@ -6,45 +39,40 @@ Some of your customers might request an invoice when buying from your Point of Sale, you can easily manage it directly from the PoS interface. Activate invoicing -================== +------------------ Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and select your Point of Sale: -.. image:: invoice/invoice01.png - :align: center +.. image:: receipts_invoices/invoice01.png Under the *Bills & Receipts* you will see the invoicing option, tick it. Don't forget to choose in which journal the invoices should be created. -.. image:: invoice/invoice02.png - :align: center +.. image:: receipts_invoices/invoice02.png Select a customer -================= +----------------- From your session interface, use the customer button -.. image:: invoice/invoice03.png - :align: center +.. image:: receipts_invoices/invoice03.png You can then either select an existing customer and set it as your customer or create a new one by using this button. -.. image:: invoice/invoice04.png - :align: center +.. image:: receipts_invoices/invoice04.png You will be invited to fill out the customer form with its information. Invoice your customer -===================== +--------------------- From the payment screen, you now have an invoice option, use the button to select it and validate. -.. image:: invoice/invoice05.png - :align: center +.. image:: receipts_invoices/invoice05.png You can then print the invoice and move on to your next order. @@ -56,5 +84,4 @@ you will find all your orders in :menuselection:`Point of Sale --> Orders --> Orders` and under the status tab you will see which ones have been invoiced. When clicking on a order you can then access the invoice. -.. image:: invoice/invoice06.png - :align: center +.. image:: receipts_invoices/invoice06.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice01.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice01.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice01.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice02.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice02.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice02.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice03.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice03.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice03.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice04.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice04.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice04.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice04.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice05.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice05.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice05.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice05.png diff --git a/content/applications/sales/point_of_sale/shop/invoice/invoice06.png b/content/applications/sales/point_of_sale/receipts_invoices/invoice06.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/invoice/invoice06.png rename to content/applications/sales/point_of_sale/receipts_invoices/invoice06.png diff --git a/content/applications/sales/point_of_sale/shop/reprint/reprint01.png b/content/applications/sales/point_of_sale/receipts_invoices/reprint01.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/reprint/reprint01.png rename to content/applications/sales/point_of_sale/receipts_invoices/reprint01.png diff --git a/content/applications/sales/point_of_sale/shop/reprint/reprint02.png b/content/applications/sales/point_of_sale/receipts_invoices/reprint02.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/reprint/reprint02.png rename to content/applications/sales/point_of_sale/receipts_invoices/reprint02.png diff --git a/content/applications/sales/point_of_sale/shop/reprint/reprint03.png b/content/applications/sales/point_of_sale/receipts_invoices/reprint03.png similarity index 100% rename from content/applications/sales/point_of_sale/shop/reprint/reprint03.png rename to content/applications/sales/point_of_sale/receipts_invoices/reprint03.png diff --git a/content/applications/sales/point_of_sale/reporting.rst b/content/applications/sales/point_of_sale/reporting.rst new file mode 100644 index 000000000..41c301017 --- /dev/null +++ b/content/applications/sales/point_of_sale/reporting.rst @@ -0,0 +1,13 @@ +========= +Reporting +========= + +View statistics +=============== + +To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from +the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`, +and :guilabel:`Orders`. + +These statistics are available in graph or pivot view that you can filter or group depending on your +needs. diff --git a/content/applications/sales/point_of_sale/shop.rst b/content/applications/sales/point_of_sale/shop.rst index a62b152f7..6b2c5a207 100644 --- a/content/applications/sales/point_of_sale/shop.rst +++ b/content/applications/sales/point_of_sale/shop.rst @@ -7,9 +7,5 @@ Shop Features .. toctree:: :titlesonly: - shop/invoice shop/cash_control shop/barcode - shop/multicashiers - shop/reprint - shop/cash_rounding diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index 8693a7876..5335c6c59 100644 --- a/content/applications/sales/point_of_sale/shop/barcode.rst +++ b/content/applications/sales/point_of_sale/shop/barcode.rst @@ -54,9 +54,6 @@ of products using the keypad. You can also enter the barcode number manually in the search bar to look for the product. Then, click it to add it to the cart. -.. seealso:: - - :doc:`Get started <../overview/getting_started>` - Log employees ------------- diff --git a/content/applications/sales/point_of_sale/shop/cash_control.rst b/content/applications/sales/point_of_sale/shop/cash_control.rst index 84bf1f29a..646afb253 100644 --- a/content/applications/sales/point_of_sale/shop/cash_control.rst +++ b/content/applications/sales/point_of_sale/shop/cash_control.rst @@ -1,6 +1,6 @@ -==================================== -Set-up Cash Control in Point of Sale -==================================== +============ +Cash control +============ Cash control allows you to check the amount of the cashbox at the opening and closing. You can thus make sure no error has been made and diff --git a/content/applications/sales/point_of_sale/shop/reprint.rst b/content/applications/sales/point_of_sale/shop/reprint.rst deleted file mode 100644 index 920fcf4e2..000000000 --- a/content/applications/sales/point_of_sale/shop/reprint.rst +++ /dev/null @@ -1,33 +0,0 @@ -================ -Reprint Receipts -================ - -Use the *Reprint receipt* feature if you have the need to reprint a ticket. - -Configuration -============= - -To activate *Reprint Receipt*, go to :menuselection:`Point of Sale ---> Configuration --> Point of sale`. and select your PoS interface. - -Under the Bills & Receipts category, you will find *Reprint Receipt* -option. - -.. note:: - In order to allow the option reprint receipt, you need to activate the receipt printer. - -.. image:: reprint/reprint01.png - :align: center - -Reprint a receipt -================= - -On your PoS interface, you now have a *Reprint receipt* button. - -.. image:: reprint/reprint02.png - :align: center - -When you use it, you can then reprint your last receipt. - -.. image:: reprint/reprint03.png - :align: center diff --git a/redirects/14.0.txt b/redirects/14.0.txt index 2c3effd78..b78a75775 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -49,9 +49,25 @@ applications/inventory_and_mrp/inventory/management/replenishment_strategies/vir applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) +applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst applications/sales/point_of_sale/pricing/discount_tags.rst # /advanced_pricing_features/* -> /pricing/* +applications/sales/point_of_sale/advanced_pricing_features/discounts.rst applications/sales/point_of_sale/pricing/discounts.rst # /advanced_pricing_features/* -> /pricing/* +applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst applications/sales/point_of_sale/pricing/loyalty.rst # /advanced_pricing_features/* -> /pricing/* +applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst applications/sales/point_of_sale/pricing/pricelists.rst # /advanced_pricing_features/* -> /pricing/* applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst +applications/sales/point_of_sale/overview/getting_started.rst applications/sales/point_of_sale.rst # point_of_sale/overview/getting_started -> point_of_sale +applications/sales/point_of_sale/overview/epos_ssc.rst applications/sales/point_of_sale/configuration/epos_ssc.rst # /overview/* -> /configuration/* +applications/sales/point_of_sale/overview/https.rst applications/sales/point_of_sale/configuration/https.rst # /overview/* -> /configuration/* +applications/sales/point_of_sale/overview/register.rst applications/sales/point_of_sale.rst # point_of_sale/overview/register -> point_of_sale +applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/terminals/adyen.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/payment/ingenico.rst applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/payment/six.rst applications/sales/point_of_sale/payment_methods/terminals/six.rst # /payment/* -> /payment_methods/terminals/* +applications/sales/point_of_sale/payment/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst # /payment/* -> /payment_methods/terminals/* applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/point_of_sale/restaurant/floors_tables.rst applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst +applications/sales/point_of_sale/shop/cash_rounding.rst applications/sales/point_of_sale/pricing/cash_rounding.rst # /shop/* -> /pricing/* +applications/sales/point_of_sale/shop/invoice.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/invoice -> receipts_invoices +applications/sales/point_of_sale/shop/multicashiers.rst applications/sales/point_of_sale/employee_login.rst # /shop/multicashiers -> employee_login +applications/sales/point_of_sale/shop/reprint.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/reprint -> receipts_invoices applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst # applications/services