[IMP] POS: add information about POS categories

task-3984698

Still have to come back in 16 (restrict and start categories) and
saas-17.4 (point of sale tab in product form)

closes odoo/documentation#11012

X-original-commit: 3faefe2597
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
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Loredana Perazzo 2024-09-13 09:51:05 +00:00
parent 8d931d43e5
commit 7b99670e26
6 changed files with 61 additions and 5 deletions

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@ -7,8 +7,8 @@ Configuration
.. _configuration/settings:
Access POS settings
===================
Access the POS settings
=======================
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
@ -38,13 +38,69 @@ You can also configure some settings from the dashboard by clicking the vertical
Make products available
=======================
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and select a product to open the product form. In the :guilabel:`Sales` tab, enable
:guilabel:`Available in POS`.
To make products available for sale,
#. Go to :menuselection:`Point of Sale --> Products --> Products`.
#. Select a product to open the product form.
#. Tick the :guilabel:`Point of Sale` checkbox at the top of the form.
.. image:: configuration/pos-available.png
:alt: Making a product available in your POS.
PoS product categories
======================
Configuration
-------------
POS product categories allow users to categorize products and get a more structured and clean
POS interface.
To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product
Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the
:guilabel:`Category Name` field.
To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A
parent category groups one or more child categories.
.. example::
.. image:: configuration/parent-categories.png
:alt: The PoS product categories grouped by parent categories
Assign PoS product categories
-----------------------------
Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to
the :guilabel:`Point of Sale` tab and fill in the :guilabel:`Category` field under the
:guilabel:`Point of Sale` section with one or multiple PoS categories.
.. image:: configuration/form-pos-category.png
:alt: Point of Sale tab of a product form to add a PoS product category
Adapt the POS interface
-----------------------
Start category
~~~~~~~~~~~~~~
You can select one product category to display when :ref:`opening a POS session
<pos/session-start>`. To configure it, go to your :ref:`POS settings <configuration/settings>` and
select a PoS category from the dropdown menu of the :guilabel:`Start Category` field within the
:guilabel:`Product & PoS categories` section.
.. image:: configuration/start-category.png
:alt: Setting to set up the start category feature
Restrict categories
~~~~~~~~~~~~~~~~~~~
You can also limit the categories displayed on your POS interface. To achieve this, go to your
:ref:`POS settings <configuration/settings>` and choose the specific categories to display in the
:guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section.
.. image:: configuration/restrict-category.png
:alt: Setting to set up the restrict category feature
.. toctree::
:titlesonly:

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