[IMP] pos: update the register customers section
task-3357882
closes odoo/documentation#4705
X-original-commit: ee4b279e7c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
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@ -23,17 +23,17 @@ Control` screen, click :guilabel:`Open Session` to start a POS session, or click
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Selling` if the session is already opened.
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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 opened once on the same browser.
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:doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
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same time. However, the session can only be opened 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 products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter
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the number of products using the keypad. To add a **discount** or modify the product **price**,
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click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
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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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@ -48,28 +48,17 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
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.. _pos/customers:
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Register customers
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==================
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Set 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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You can create and set customers from an :ref:`open POS session <pos/session-start>`. Registering
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your customer is necessary to :doc:`collect their loyalty points and grant them rewards
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<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
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<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
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<receipts-invoices/invoices>`.
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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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To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a
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customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving.
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.. _pos/customer-notes:
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@ -34,6 +34,7 @@ select the corresponding order and click :guilabel:`Print Receipt`.
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You can filter the list of orders using the search bar. Type in your reference and click
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:guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
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.. _receipts-invoices/invoices:
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Invoices
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========
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