diff --git a/content/applications/sales/point_of_sale/configuration.rst b/content/applications/sales/point_of_sale/configuration.rst index 37f653041..9052bf6dc 100644 --- a/content/applications/sales/point_of_sale/configuration.rst +++ b/content/applications/sales/point_of_sale/configuration.rst @@ -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 +`. To configure it, go to your :ref:`POS 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 ` 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: diff --git a/content/applications/sales/point_of_sale/configuration/form-pos-category.png b/content/applications/sales/point_of_sale/configuration/form-pos-category.png new file mode 100644 index 000000000..9eafbc69b Binary files /dev/null and b/content/applications/sales/point_of_sale/configuration/form-pos-category.png differ diff --git a/content/applications/sales/point_of_sale/configuration/parent-categories.png b/content/applications/sales/point_of_sale/configuration/parent-categories.png new file mode 100644 index 000000000..993d3827c Binary files /dev/null and b/content/applications/sales/point_of_sale/configuration/parent-categories.png differ diff --git a/content/applications/sales/point_of_sale/configuration/pos-available.png b/content/applications/sales/point_of_sale/configuration/pos-available.png index 9a1eba0b6..df90174dc 100644 Binary files a/content/applications/sales/point_of_sale/configuration/pos-available.png and b/content/applications/sales/point_of_sale/configuration/pos-available.png differ diff --git a/content/applications/sales/point_of_sale/configuration/restrict-category.png b/content/applications/sales/point_of_sale/configuration/restrict-category.png new file mode 100644 index 000000000..409d429dd Binary files /dev/null and b/content/applications/sales/point_of_sale/configuration/restrict-category.png differ diff --git a/content/applications/sales/point_of_sale/configuration/start-category.png b/content/applications/sales/point_of_sale/configuration/start-category.png new file mode 100644 index 000000000..8b1f312e9 Binary files /dev/null and b/content/applications/sales/point_of_sale/configuration/start-category.png differ