diff --git a/point_of_sale.rst b/point_of_sale.rst index 078c1aebe..7ed6bb5dd 100644 --- a/point_of_sale.rst +++ b/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 diff --git a/point_of_sale/analyze.rst b/point_of_sale/analyze.rst deleted file mode 100644 index 7d1fa4efd..000000000 --- a/point_of_sale/analyze.rst +++ /dev/null @@ -1,8 +0,0 @@ -============= -Analyze sales -============= - -.. toctree:: - :titlesonly: - - analyze/statistics \ No newline at end of file diff --git a/point_of_sale/analyze/media/statistics01.png b/point_of_sale/analyze/media/statistics01.png deleted file mode 100644 index b63a3a06b..000000000 Binary files a/point_of_sale/analyze/media/statistics01.png and /dev/null differ diff --git a/point_of_sale/analyze/media/statistics02.png b/point_of_sale/analyze/media/statistics02.png deleted file mode 100644 index 9affa6628..000000000 Binary files a/point_of_sale/analyze/media/statistics02.png and /dev/null differ diff --git a/point_of_sale/analyze/statistics.rst b/point_of_sale/analyze/statistics.rst deleted file mode 100644 index e06daf098..000000000 --- a/point_of_sale/analyze/statistics.rst +++ /dev/null @@ -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 diff --git a/point_of_sale/overview.rst b/point_of_sale/overview.rst index 69c8c6126..1fd4f9ef1 100644 --- a/point_of_sale/overview.rst +++ b/point_of_sale/overview.rst @@ -5,5 +5,5 @@ Overview .. toctree:: :titlesonly: - overview/start + overview/getting_started overview/register diff --git a/point_of_sale/overview/getting_started.rst b/point_of_sale/overview/getting_started.rst new file mode 100644 index 000000000..c8ad2dc2f --- /dev/null +++ b/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. 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file mode 100644 index d6d8052aa..000000000 --- a/point_of_sale/overview/start.rst +++ /dev/null @@ -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` diff --git a/point_of_sale/shop.rst b/point_of_sale/shop.rst index edbb77a98..19ea2ef6e 100644 --- a/point_of_sale/shop.rst +++ b/point_of_sale/shop.rst @@ -6,7 +6,6 @@ Shop Features :titlesonly: shop/invoice - shop/refund shop/cash_control shop/barcode shop/multicashiers diff --git a/point_of_sale/shop/media/refund01.png b/point_of_sale/shop/media/refund01.png deleted file mode 100644 index 9e74b3d50..000000000 Binary files a/point_of_sale/shop/media/refund01.png and /dev/null differ diff --git a/point_of_sale/shop/media/refund02.png b/point_of_sale/shop/media/refund02.png deleted file mode 100644 index b7f75b691..000000000 Binary files a/point_of_sale/shop/media/refund02.png and /dev/null differ diff --git a/point_of_sale/shop/refund.rst b/point_of_sale/shop/refund.rst deleted file mode 100644 index 652be3c8c..000000000 --- a/point_of_sale/shop/refund.rst +++ /dev/null @@ -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 diff --git a/redirects.txt b/redirects.txt index 0b934b164..9f9ea261a 100644 --- a/redirects.txt +++ b/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)