[IMP] PoS: improvements of the PoS doc "getting started" (#600)

point_of_sale.rst

@@ -12,7 +12,6 @@ Point of Sale
    point_of_sale/restaurant
    point_of_sale/payment
    point_of_sale/advanced_pricing_features
-   point_of_sale/analyze
    point_of_sale/belgian_fdm
 
 

point_of_sale/analyze.rst

@@ -1,8 +0,0 @@
-=============
-Analyze sales
-=============
-
-.. toctree::
-   :titlesonly:
-
-   analyze/statistics

point_of_sale/analyze/statistics.rst

@@ -1,24 +0,0 @@
-==================================
-View your Point of Sale statistics
-==================================
-
-Keeping track of your sales is key for any business. That's why Odoo
-provides you a practical view to analyze your sales and get meaningful
-statistics.
-
-View your statistics
-====================
-
-To access your statistics go to :menuselection:`Point of Sale -->
-Reporting --> Orders`
-
-You can then see your various statistics in graph or pivot form.
-
-.. image:: media/statistics01.png
-    :align: center
-
-.. note::
-    You can also access the stats views by clicking here
-
-.. image:: media/statistics02.png
-    :align: center

point_of_sale/overview.rst

@@ -5,5 +5,5 @@ Overview
 .. toctree::
    :titlesonly:
 
-   overview/start
+   overview/getting_started
    overview/register

point_of_sale/overview/getting_started.rst

@@ -0,0 +1,146 @@
+===============
+Getting started
+===============
+
+When working with a Point of Sale application, employees want a
+simple, and user-friendly solution. A solution that works online or
+offline and with any device.
+
+A Point of Sale system is a fully integrated application that allows any transaction, 
+automatically registers product moves in your stock, and gives you
+real-time statistics and consolidations across all shops.
+
+Configuration
+=============
+
+Make products available in the PoS
+----------------------------------
+
+To make products available for sale, go to :menuselection:`Point of
+Sale --> Products --> Products` and open a product. In the *Sales*
+tab, enable *Available in Point of Sale*.
+
+.. image:: media/getting_started_01.png
+    :align: center
+    :alt: Product form. Making the product available in PoS.
+
+.. note::
+   You can also define if the product has to be weighted or not.
+
+Configure your payment methods
+------------------------------
+
+To add a payment method, you first need to create it. Go to
+:menuselection:`Point of Sale --> Configuration --> Payment Methods`
+and click on create. Then, you can name your payment method and set it
+up.
+
+.. image:: media/getting_started_02.png
+    :align: center
+    :alt: Creating a new payment method for a Point of Sale.
+
+.. note::
+   Don’t forget your credentials for methods using a payment terminal.
+
+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 open the PoS in which you want to include the payment method. Then, add the
+payment method.
+
+.. image:: media/getting_started_03.png
+    :align: center
+    :alt: Making the payment method available in a point of sale.
+
+.. note::
+   *Configuration* is the menu where you can edit all your point of sale settings.
+   Some more features are available for restaurants.
+
+Your first PoS session
+======================
+
+Your first order
+----------------
+
+Open a new session from the dashboard by clicking on *New Session*.
+
+.. image:: media/getting_started_04.png
+    :align: center
+    :alt: Launching a new session.
+
+After the loading screen, you arrive on the PoS interface.
+
+.. image:: media/getting_started_05.png
+    :align: center
+    :alt: Point of sale dashboard.
+
+Once an order is completed, you can register the payment. All the
+available payment methods appear on the left of the screen. Select the payment
+method and enter the received amount. Then, you can validate the
+payment.
+
+Return and refund products
+--------------------------
+
+Having a well-thought-out return policy is key to keep customers satisfied and make the process 
+of accepting returns and refunds easy for you.
+
+To do that, from the PoS interface, select the product and quantity (with the +/- button) that the 
+customer wants to return. For multiple products, repeat the process individually.
+
+.. image:: media/getting_started_06.png
+    :align: center
+    :alt: Refunding a product with the point of sale app.
+
+When on the payment interface, the total is negative. To end the refund,
+process the payment and validate it.
+
+.. image:: media/getting_started_07.png
+    :align: center
+    :alt: Giving back money to customer in Odoo Point of Sale.
+
+Close the PoS session
+---------------------
+
+To close your session at the end of the day, click on the close button on the upper right corner 
+of your screen and confirm. Now, close the session on the dashboard view.
+
+.. image:: media/getting_started_08.png
+    :align: center
+    :alt: How to close a point of sale session.
+
+.. tip::
+   It’s strongly advised to close your PoS session at the end of each day.
+
+Once a session is closed, you can see a summary of all transactions per payment method. 
+Then, click on a line to see all orders that were paid during your PoS session. 
+If everything is correct, validate the session and post the closing entries.
+
+.. image:: media/getting_started_09.png
+    :align: center
+    :alt: Point of sale sales report before closing the session.
+
+.. tip::
+   To connect the PoS hardware with an Odoo IoT Box, please refer to these
+   docs: :doc:`Connect an IoT Box to your database
+   <../../iot/config/connect>` and :doc:`Use the IoT Box for the PoS
+   <../../iot/config/pos>`.
+
+View your statistics
+====================
+
+Keeping track of your sales is essential to get meaningful statistics. That’s why Odoo
+provides analyzes about your sales.
+
+To access your statistics, go to :menuselection:`Point of Sales -->
+Reporting --> Orders`. There, you can see various statistics in graph
+or pivot form.
+
+.. image:: media/getting_started_10.png
+    :align: center
+    :alt: Orders analysis with pivot view of the point of sale reporting feature.
+
+You can also access them through the dashboard.
+
+.. image:: media/getting_started_11.png
+    :align: center
+    :alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form.

point_of_sale/overview/start.rst

@@ -1,134 +0,0 @@
-=======================================
-Getting started with Odoo Point of Sale
-=======================================
-
-Overview
-========
-
-Odoo's online Point of Sale application is based on a simple, user
-friendly interface. The Point of Sale application can be used online or
-offline on iPads, Android tablets or laptops.
-
-Odoo Point of Sale is fully integrated with the Inventory and Accounting
-applications. Any transaction in your point of sale will be
-automatically registered in your stock and accounting entries but also
-in your CRM as the customer can be identified from the app.
-
-You will be able to run real time statistics and consolidations across
-all your shops without the hassle of integrating several external
-applications.
-
-Configuration
-=============
-
-Install the Point of Sale application
--------------------------------------
-
-Go to Apps and install the Point of Sale application.
-
-.. image:: media/start01.png
-   :align: center
-
-.. tip::
-   If you are using Odoo Accounting, do not forget to install a chart of
-   accounts if it's not already done. This can be achieved in the
-   accounting settings.
-
-Make products available in the Point of Sale
---------------------------------------------
-
-To make products available for sale in the Point of Sale, open a
-product, go in the tab Sales and tick the box "Available in Point of
-Sale".
-
-.. image:: media/start02.png
-   :align: center
-
-.. tip::
-   You can also define there if the product has to be weighted with a
-   scale.
-
-Configure your payment methods
-------------------------------
-
-To add a new payment method for a Point of Sale, go to
-:menuselection:`Point of Sale --> Configuration --> Point of Sale --> Choose
-a Point of Sale --> Go to the Payments section` and click on the link
-"Payment Methods".
-
-.. image:: media/start03.png
-   :align: center
-
-Now, you can create new payment methods. Do not forget to tick the box
-"Use in Point of Sale".
-
-.. image:: media/start04.png
-   :align: center
-
-Once your payment methods are created, you can decide in which Point of
-Sale you want to make them available in the Point of Sale configuration.
-
-.. image:: media/start05.png
-   :align: center
-
-Configure your Point of Sale
-----------------------------
-
-Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
-and select the Point of Sale you want to configure. From this menu, you
-can edit all the settings of your Point of Sale.
-
-Create your first PoS session
-=============================
-
-Your first order
-----------------
-
-You are now ready to make your first sales through the PoS. From the PoS
-dashboard, you see all your points of sale and you can start a new
-session.
-
-.. image:: media/start06.png
-   :align: center
-
-You now arrive on the PoS interface.
-
-.. image:: media/start07.png
-   :align: center
-
-Once an order is completed, you can register the payment. All the
-available payment methods appear on the left of the screen. Select the
-payment method and enter the received amount. You can then validate the
-payment.
-
-You can register the next orders.
-
-Close the PoS session
----------------------
-
-At the end of the day, you will close your PoS session. For this, click
-on the close button that appears on the top right corner and confirm.
-You can now close the session from the dashboard.
-
-.. image:: media/start08.png
-   :align: center
-
-.. tip::
-   It's strongly advised to close your PoS session at the end of each day.
-
-You will then see a summary of all transactions per payment method.
-
-.. image:: media/start09.png
-   :align: center
-
-You can click on a line of that summary to see all the orders that have
-been paid by this payment method during that PoS session.
-
-If everything is correct, you can validate the PoS session and post the
-closing entries.
-
-It's done, you have now closed your first PoS session.
-
-.. tip::
-   To connect the PoS to hardware with an Odoo IoT Box, please see the section
-   :doc:`../../../iot/config/connect` and :doc:`../../../iot/config/pos`

point_of_sale/shop.rst

@@ -6,7 +6,6 @@ Shop Features
    :titlesonly:
 
    shop/invoice
-   shop/refund
    shop/cash_control
    shop/barcode
    shop/multicashiers

point_of_sale/shop/refund.rst

@@ -1,21 +0,0 @@
-==================================
-Accept returns and refund products
-==================================
-
-Having a well-thought-out return policy is key to attract - and keep -
-your customers. Making it easy for you to accept and refund those
-returns is therefore also a key aspect of your *Point of Sale*
-interface.
-
-From your *Point of Sale* interface, select the product your customer
-wants to return, use the +/- button and enter the quantity they need to
-return. If they need to return multiple products, repeat the process.
-
-.. image:: media/refund01.png
-    :align: center
-
-As you can see, the total is in negative, to end the refund you simply
-have to process the payment.
-
-.. image:: media/refund02.png
-    :align: center

redirects.txt

@@ -100,6 +100,9 @@ point_of_sale/advanced/barcode.rst point_of_sale/shop/barcode.rst
 point_of_sale/advanced/multicashiers.rst point_of_sale/shop/multicashiers.rst 									  					# advanced/* --> shop/* (#612)
 point_of_sale/advanced/reprint.rst point_of_sale/shop/reprint.rst 												  					# advanced/* --> shop/* (#612)
 point_of_sale/advanced/cash_rounding.rst point_of_sale/shop/cash_rounding.rst 									  					# advanced/* --> shop/* (#612)
+point_of_sale/overview/start.rst point_of_sale/overview/getting_started.rst 														# start --> getting_started (#600)
+point_of_sale/shop/refund.rst point_of_sale/overview/getting_started.rst 															# shop/refund --> overview/getting_started (#600)
+point_of_sale/analyze/statistics.rst point_of_sale/overview/getting_started.rst 													# analyze/statistics --> overview/getting_started (#600)
 
 quality/control_points.rst  quality/control/control_points.rst 													  					# /* --> control/* (#469)
 quality/alert_mo.rst  quality/alert/alert_mo.rst  																  					# /* --> alert/* (#469)