[MOV] pos: restructuration of pos toctree
task-3284514 closes odoo/documentation#4226 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
@ -72,9 +72,9 @@ POS.
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- Sell products without a valid VAT number.
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- Sell products without a valid VAT number.
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- Use a POS that is not connected to an IoT box.
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- Use a POS that is not connected to an IoT box.
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- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
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- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
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and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
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activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
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:guilabel:`Half-Up`.
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set as :guilabel:`Half-Up`.
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- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
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- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
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Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
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Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
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Sales Tax` form by clicking the arrow next to the default sales tax field. There, click
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Sales Tax` form by clicking the arrow next to the default sales tax field. There, click
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@ -12,4 +12,3 @@ Internet of Things (IoT)
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iot/config
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iot/config
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iot/devices
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iot/devices
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../sales/point_of_sale/payment
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@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box.
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- **Payment terminal**: The connection process depends on the terminal,
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- **Payment terminal**: The connection process depends on the terminal,
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please refer to the :doc:`payment terminals documentation
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please refer to the :doc:`payment terminals documentation
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</applications/sales/point_of_sale/payment>`.
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</applications/sales/point_of_sale/payment_methods>`.
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Once it's done, you can connect the IoT Box to your PoS. For this, go in
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Once it's done, you can connect the IoT Box to your PoS. For this, go in
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:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
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:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
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@ -1,24 +1,120 @@
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:nosearch:
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:show-content:
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:show-content:
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:hide-page-toc:
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:show-toc:
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:show-toc:
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=============
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=============
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Point of Sale
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Point of Sale
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=============
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=============
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With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
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With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
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is able to continue working even if you are offline.
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a web browser, even if you are temporarily offline. Product moves are automatically registered in
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your stock, you get real-time statistics, and your data is consolidated across all shops.
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.. seealso::
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.. seealso::
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- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
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- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
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- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
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- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
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.. _pos/session-start:
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Start a session
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===============
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From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
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:guilabel:`Resume` if the session was already open.
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.. note::
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Multiple users can be connected to the same session at the same time. However, the session can
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only be open once on the same browser.
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.. _pos/sell:
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Sell products
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=============
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Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
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enter the number of products using the keypad. To add a **discount** or modify the product
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**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
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Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
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**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
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:guilabel:`New Order` to move on to the next customer.
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.. image:: point_of_sale/pos-interface.png
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:align: center
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:alt: POS session interface.
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.. tip::
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- You can use both `,` and `.` on your keyboard as decimal separators.
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- **Cash** is selected by default if you enter the amount without choosing a payment method.
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.. _pos/customers:
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Register customers
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==================
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Registering your customers gives you the ability to grant them various privileges such as discounts,
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loyalty program, specific communication. It is also required if they want an invoice and registering
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them makes any future interaction with them faster.
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From your session interface, use the customer button.
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.. image:: point_of_sale/customer-button.png
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Create a new one by using this button.
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.. image:: point_of_sale/customer-add.png
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You will be invited to fill out the customer form with their
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information.
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.. image:: point_of_sale/customer-form.png
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Use the save button when you are done. You can then select that customer
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in any future transactions.
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.. _pos/refund:
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Return and refund products
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==========================
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To return a product and make a refund,
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#. from the **POS dashboard**, **open a session** and select the returned product;
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#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
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#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
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#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
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.. _pos/session-close:
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Close the POS session
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=====================
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To close your session,
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#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
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right corner of your screen;
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#. then, click :guilabel:`Close` and proceed to the **closing control**;
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#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
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drawer;
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#. once the control is done, click :guilabel:`Close session & post entries`;
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#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
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.. image:: point_of_sale/close-pos-session.png
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:align: center
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:alt: How to close a POS session.
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.. tip::
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- It is strongly advised to close your POS session at the end of each day.
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- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
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Sessions`.
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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point_of_sale/overview
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point_of_sale/employee_login
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point_of_sale/receipts_invoices
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point_of_sale/configuration
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point_of_sale/shop
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point_of_sale/shop
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point_of_sale/restaurant
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point_of_sale/restaurant
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point_of_sale/payment
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point_of_sale/payment_methods
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point_of_sale/advanced_pricing_features
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point_of_sale/pricing
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point_of_sale/reporting
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@ -1,13 +0,0 @@
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:nosearch:
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================
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Pricing Features
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================
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.. toctree::
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:titlesonly:
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advanced_pricing_features/discounts
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advanced_pricing_features/discount_tags
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advanced_pricing_features/loyalty
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advanced_pricing_features/pricelists
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Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
33
content/applications/sales/point_of_sale/configuration.rst
Normal file
@ -0,0 +1,33 @@
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:show-content:
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:show-toc:
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=============
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Configuration
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=============
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.. _configuration/settings:
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Access POS settings
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===================
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To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
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Settings`.
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To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
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Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
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vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
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Make products available
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=======================
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To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
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and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
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.. image:: configuration/pos-available.png
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:alt: Making a product available in your POS.
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.. toctree::
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:titlesonly:
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configuration/https
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configuration/epos_ssc
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Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 54 KiB After Width: | Height: | Size: 54 KiB |
@ -21,7 +21,7 @@ To enable the feature, go to your *PoS settings* and check log in with
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employees on your *PoS form*. Then, add the employees that have access
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employees on your *PoS form*. Then, add the employees that have access
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to the cash register.
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to the cash register.
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.. image:: multicashiers/multicashiers01.png
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.. image:: employee_login/multicashiers01.png
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:align: center
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:align: center
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Now, you can switch cashier easily.
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Now, you can switch cashier easily.
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@ -32,12 +32,12 @@ Switch without pin codes
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The easiest way to switch cashiers is without a code. To do so, click on
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The easiest way to switch cashiers is without a code. To do so, click on
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the cashier name in your PoS interface.
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the cashier name in your PoS interface.
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.. image:: multicashiers/multicashiers02.png
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.. image:: employee_login/multicashiers02.png
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:align: center
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:align: center
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Now, you just have to click on your name.
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Now, you just have to click on your name.
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.. image:: multicashiers/multicashiers03.png
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.. image:: employee_login/multicashiers03.png
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:align: center
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:align: center
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.. _set-pin-code:
|
.. _set-pin-code:
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@ -48,12 +48,12 @@ Switch cashier with pin codes
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You can set a pin code on each cashier. To set up a pin code, go to the
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You can set a pin code on each cashier. To set up a pin code, go to the
|
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employee form and add a security PIN, in the *HR settings tab*.
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employee form and add a security PIN, in the *HR settings tab*.
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|
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.. image:: multicashiers/multicashiers04.png
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.. image:: employee_login/multicashiers04.png
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:align: center
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:align: center
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||||||
Now, when switching cashier, a PIN password will be asked.
|
Now, when switching cashier, a PIN password will be asked.
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||||||
.. image:: multicashiers/multicashiers05.png
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.. image:: employee_login/multicashiers05.png
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||||||
:align: center
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:align: center
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|
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.. _employee-barcode:
|
.. _employee-barcode:
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@ -66,7 +66,7 @@ so, set up a barcode at the same place you add the PIN code. Print the
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badge and when they will scan it, the cashier will be switched to that
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badge and when they will scan it, the cashier will be switched to that
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employee.
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employee.
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.. image:: multicashiers/multicashiers06.png
|
.. image:: employee_login/multicashiers06.png
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||||||
:align: center
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:align: center
|
||||||
|
|
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Find who was the cashier
|
Find who was the cashier
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@ -75,7 +75,7 @@ Find who was the cashier
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|||||||
Once you have closed your *PoS session*, you can have an overview of
|
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.
|
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
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:align: center
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||||||
|
|
||||||
Now, you can open the order and have a summary of the sold products.
|
Now, you can open the order and have a summary of the sold products.
|
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 3.9 KiB After Width: | Height: | Size: 3.9 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 4.0 KiB After Width: | Height: | Size: 4.0 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
@ -1,13 +0,0 @@
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|||||||
:nosearch:
|
|
||||||
|
|
||||||
========
|
|
||||||
Overview
|
|
||||||
========
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
overview/getting_started
|
|
||||||
overview/register
|
|
||||||
overview/https
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|
||||||
overview/epos_ssc
|
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@ -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.
|
|
@ -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.
|
|
@ -1,13 +0,0 @@
|
|||||||
:nosearch:
|
|
||||||
|
|
||||||
=================
|
|
||||||
Payment Terminals
|
|
||||||
=================
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
payment/adyen
|
|
||||||
payment/ingenico
|
|
||||||
payment/vantiv
|
|
||||||
payment/six
|
|
31
content/applications/sales/point_of_sale/payment_methods.rst
Normal file
@ -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 <payment_methods/terminals/adyen>`
|
||||||
|
- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
|
||||||
|
- :doc:`Six configuration <payment_methods/terminals/six>`
|
||||||
|
- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
|
||||||
|
|
||||||
|
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
|
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
@ -0,0 +1,13 @@
|
|||||||
|
:nosearch:
|
||||||
|
|
||||||
|
=================
|
||||||
|
Payment terminals
|
||||||
|
=================
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
terminals/adyen
|
||||||
|
terminals/ingenico
|
||||||
|
terminals/six
|
||||||
|
terminals/vantiv
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 7.7 KiB After Width: | Height: | Size: 7.7 KiB |
Before Width: | Height: | Size: 9.2 KiB After Width: | Height: | Size: 9.2 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 7.8 KiB After Width: | Height: | Size: 7.8 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 9.0 KiB After Width: | Height: | Size: 9.0 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 82 KiB After Width: | Height: | Size: 82 KiB |
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 35 KiB After Width: | Height: | Size: 35 KiB |
14
content/applications/sales/point_of_sale/pricing.rst
Normal file
@ -0,0 +1,14 @@
|
|||||||
|
:nosearch:
|
||||||
|
|
||||||
|
================
|
||||||
|
Pricing features
|
||||||
|
================
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
pricing/cash_rounding
|
||||||
|
pricing/discounts
|
||||||
|
pricing/discount_tags
|
||||||
|
pricing/loyalty
|
||||||
|
pricing/pricelists
|
@ -1,5 +1,5 @@
|
|||||||
=============
|
=============
|
||||||
Cash Rounding
|
Cash rounding
|
||||||
=============
|
=============
|
||||||
|
|
||||||
**Cash rounding** is required when the lowest physical denomination
|
**Cash rounding** is required when the lowest physical denomination
|
Before Width: | Height: | Size: 4.4 KiB After Width: | Height: | Size: 4.4 KiB |
Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
@ -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
|
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.
|
close to its expiration date for example, you can use discount tags.
|
Before Width: | Height: | Size: 302 B After Width: | Height: | Size: 302 B |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
Before Width: | Height: | Size: 331 B After Width: | Height: | Size: 331 B |
Before Width: | Height: | Size: 78 KiB After Width: | Height: | Size: 78 KiB |
Before Width: | Height: | Size: 70 KiB After Width: | Height: | Size: 70 KiB |
@ -1,6 +1,6 @@
|
|||||||
===============
|
=========
|
||||||
Apply Discounts
|
Discounts
|
||||||
===============
|
=========
|
||||||
|
|
||||||
By offering discounts, you can entice your customers and drastically
|
By offering discounts, you can entice your customers and drastically
|
||||||
increase your revenue. It is vital to offer discounts, whether they are
|
increase your revenue. It is vital to offer discounts, whether they are
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 37 KiB After Width: | Height: | Size: 37 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 47 KiB After Width: | Height: | Size: 47 KiB |
@ -1,6 +1,6 @@
|
|||||||
========================
|
================
|
||||||
Manage a loyalty program
|
Loyalty programs
|
||||||
========================
|
================
|
||||||
|
|
||||||
Encourage your customers to continue to shop at your point of sale with
|
Encourage your customers to continue to shop at your point of sale with
|
||||||
a *Loyalty Program*.
|
a *Loyalty Program*.
|
Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
Before Width: | Height: | Size: 41 KiB After Width: | Height: | Size: 41 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
@ -1,6 +1,6 @@
|
|||||||
=================================
|
==========
|
||||||
Using Pricelists in Point of Sale
|
Pricelists
|
||||||
=================================
|
==========
|
||||||
|
|
||||||
You probably know the concept of happy hour: during a certain period of
|
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
|
time, the barman gives a discount on some drinks (usually 50% off or a
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 8.8 KiB After Width: | Height: | Size: 8.8 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
@ -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
|
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.
|
Point of Sale, you can easily manage it directly from the PoS interface.
|
||||||
|
|
||||||
Activate invoicing
|
Activate invoicing
|
||||||
==================
|
------------------
|
||||||
|
|
||||||
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
|
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
|
||||||
and select your Point of Sale:
|
and select your Point of Sale:
|
||||||
|
|
||||||
.. image:: invoice/invoice01.png
|
.. image:: receipts_invoices/invoice01.png
|
||||||
:align: center
|
|
||||||
|
|
||||||
Under the *Bills & Receipts* you will see the invoicing option, tick
|
Under the *Bills & Receipts* you will see the invoicing option, tick
|
||||||
it. Don't forget to choose in which journal the invoices should be
|
it. Don't forget to choose in which journal the invoices should be
|
||||||
created.
|
created.
|
||||||
|
|
||||||
.. image:: invoice/invoice02.png
|
.. image:: receipts_invoices/invoice02.png
|
||||||
:align: center
|
|
||||||
|
|
||||||
Select a customer
|
Select a customer
|
||||||
=================
|
-----------------
|
||||||
|
|
||||||
From your session interface, use the customer button
|
From your session interface, use the customer button
|
||||||
|
|
||||||
.. image:: invoice/invoice03.png
|
.. image:: receipts_invoices/invoice03.png
|
||||||
:align: center
|
|
||||||
|
|
||||||
You can then either select an existing customer and set it as your
|
You can then either select an existing customer and set it as your
|
||||||
customer or create a new one by using this button.
|
customer or create a new one by using this button.
|
||||||
|
|
||||||
.. image:: invoice/invoice04.png
|
.. image:: receipts_invoices/invoice04.png
|
||||||
:align: center
|
|
||||||
|
|
||||||
You will be invited to fill out the customer form with its information.
|
You will be invited to fill out the customer form with its information.
|
||||||
|
|
||||||
Invoice your customer
|
Invoice your customer
|
||||||
=====================
|
---------------------
|
||||||
|
|
||||||
From the payment screen, you now have an invoice option, use the button
|
From the payment screen, you now have an invoice option, use the button
|
||||||
to select it and validate.
|
to select it and validate.
|
||||||
|
|
||||||
.. image:: invoice/invoice05.png
|
.. image:: receipts_invoices/invoice05.png
|
||||||
:align: center
|
|
||||||
|
|
||||||
You can then print the invoice and move on to your next order.
|
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
|
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.
|
been invoiced. When clicking on a order you can then access the invoice.
|
||||||
|
|
||||||
.. image:: invoice/invoice06.png
|
.. image:: receipts_invoices/invoice06.png
|
||||||
:align: center
|
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 23 KiB After Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 35 KiB After Width: | Height: | Size: 35 KiB |
13
content/applications/sales/point_of_sale/reporting.rst
Normal file
@ -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.
|
@ -7,9 +7,5 @@ Shop Features
|
|||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
shop/invoice
|
|
||||||
shop/cash_control
|
shop/cash_control
|
||||||
shop/barcode
|
shop/barcode
|
||||||
shop/multicashiers
|
|
||||||
shop/reprint
|
|
||||||
shop/cash_rounding
|
|
||||||
|
@ -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,
|
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.
|
click it to add it to the cart.
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
- :doc:`Get started <../overview/getting_started>`
|
|
||||||
|
|
||||||
Log employees
|
Log employees
|
||||||
-------------
|
-------------
|
||||||
|
|
||||||
|
@ -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
|
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
|
opening and closing. You can thus make sure no error has been made and
|
||||||
|
@ -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
|
|
@ -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_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/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/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/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/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/sales/sales/advanced/portal.rst applications/general/users/portal.rst
|
||||||
|
|
||||||
# applications/services
|
# applications/services
|
||||||
|