[IMP] point_of_sale: Update discount_tags.rst and multi_cashier.rst

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Yannick Tivisse 2018-07-20 16:47:36 +02:00
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=====================================
How to use discount tags on products?
=====================================
==========================================
Using discount tags with a barcode scanner
==========================================
This tutorial will describe how to use discount tags on products.
If you want to sell your products with a discount, for a product getting
close to its expiration date for example, you can use discount tags.
They allow you to scan discount barcodes.
.. note::
To use discount tags you will need to use barcode scanner, you
can see the documentation about it here :
`*https://docs.google.com/document/d/1tg7yarr2hPKTddZ4iGbp9IJO-cp7u15eHNVnFoL40Q8/edit* <https://docs.google.com/document/d/1tg7yarr2hPKTddZ4iGbp9IJO-cp7u15eHNVnFoL40Q8/edit>`__
Barcode Nomenclature
====================
To start using discounts tags, let's first have a look at the **barcode
nomenclature** in order to print our correct discounts tags.
To use discounts tags, we need to learn about barcode nomenclature.
I want to have a discount for the product with the following barcode.
Let's say you want to have a discount for the product with the following
barcode:
.. image:: media/discount_tags01.png
:align: center
:align: center
Go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
In the default nomenclature, you can see that to set a discount, you have to
start you barcode with ``22`` and the add the percentage you want to set for
the product.
You can find the *Default Nomenclature* under the settings of your PoS
interface.
.. image:: media/discount_tags02.png
:align: center
For instance if you want ``50%`` discount on a product you have to start you
barcode with ``2250`` and then add the product barcode. In our example, the
barcode will be:
:align: center
.. image:: media/discount_tags03.png
:align: center
:align: center
Scanning your products
======================
If you go back to the **dashboard** and start a **new session**
Let's say you want 50% discount on a product you have to start you
barcode with 22 (for the discount barcode nomenclature) and then 50 (for
the %) before add the product barcode. In our example, the barcode would
be:
.. image:: media/discount_tags04.png
:align: center
:align: center
You have to scan:
Scan the products & tags
========================
1. the product
2. the discount tag
When the product is scanned, it appears on the ticket
You first have to scan the desired product (in our case, a lemon).
.. image:: media/discount_tags05.png
:align: center
:align: center
Then when you scan the discount tag, ``50%`` discount is applied on the
product.
And then scan the discount tag. The discount will be applied and you can
finish the transaction.
.. image:: media/discount_tags06.png
:align: center
That's it, this how you can use discount tag on products with Odoo.
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
:align: center

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================================
How to manage multiple cashiers?
================================
========================
Manage multiple cashiers
========================
This tutorial will describe how to manage multiple cashiers. There are
four differents ways to manage several cashiers.
With Odoo Point of Sale, you can easily manage multiple cashiers. This
allows you to keep track on who is working in the Point of Sale and
when.
Switch cashier without any security
===================================
There are three different ways of switching between cashiers in Odoo.
They are all explained below.
As prerequisite, you just need to have a second user with the **Point of
Sale User** rights (Under the :menuselection:`General Settings --> Users` menu).
On the **Dashboard** click on **New Session** as the main user.
.. note::
To manage multiple cashiers, you need to have several users (at
least two).
Switch without pin codes
========================
The easiest way to switch cashiers is without a code. Simply press on
the name of the current cashier in your PoS interface.
.. image:: media/multi_cashier01.png
:align: center
On the top of the screen click on the **user name**.
You will then be able to change between different users.
.. image:: media/multi_cashier02.png
:align: center
And switch to another cashier.
And the cashier will be changed.
Switch cashiers with pin codes
==============================
You can also set a pin code on each user. To do so, go to
:menuselection:`Settings --> Manage Access rights` and select the user.
.. image:: media/multi_cashier03.png
:align: center
The name on the top has changed which means you have changed the cashier.
On the user page, under the *Point of Sale* tab you can add a Security
PIN.
.. image:: media/multi_cashier04.png
:align: center
Switch cashier with pin code
============================
Configuration
-------------
If you want your cashiers to need a pin code to be able to use it, you
can set it up in by clicking on **Settings**.
Now when you switch users you will be asked to input a PIN password.
.. image:: media/multi_cashier05.png
:align: center
Then click on **Manage access rights**.
Switch cashiers with barcodes
=============================
You can also ask your cashiers to log themselves in with their badges.
Back where you put a security PIN code, you could also put a barcode.
.. image:: media/multi_cashier06.png
:align: center
**Edit** the cashier and add a security pin code on the **Point of Sale**
tab.
When they scan their barcode, the cashier will be switched to that user.
.. image:: media/multi_cashier07.png
:align: center
Change cashier
--------------
On the **Dashboard** click on **New Session**.
.. image:: media/multi_cashier08.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier09.png
:align: center
Choose your **cashier**:
.. image:: media/multi_cashier10.png
:align: center
You will have to insert the user's **pin code** to be able to continue.
.. image:: media/multi_cashier11.png
:align: center
Now you can see that the cashier has changed.
.. image:: media/multi_cashier12.png
:align: center
Switch cashier with cashier barcode badge
=========================================
Configuration
-------------
If you want your cashiers to scan its badge,
you can set it up in by clicking on **Settings**.
.. image:: media/multi_cashier13.png
:align: center
Then click on **Manage access rights**
.. image:: media/multi_cashier14.png
:align: center
**Edit** the cashier and add a **security pin code** on the **Point of Sale**
tab.
.. image:: media/multi_cashier15.png
:align: center
.. tip::
Be careful of the barcode nomenclature, the default one forced you
to use a barcode starting with ``041`` for cashier barcodes. To change that
go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
.. image:: media/multi_cashier16.png
:align: center
Change Cashier
--------------
On the **Dashboard** click on **New Session**.
.. image:: media/multi_cashier17.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier18.png
:align: center
When the cashier scans his own badge, you can see on the top that the
cashier has changed.
Assign session to a user
========================
Click on the menu :menuselection:`Point of Sale --> Orders --> Sessions`.
.. image:: media/multi_cashier19.png
:align: center
Then, click on **New** and assign as **Responsible** the correct cashier to the
point of sale.
.. image:: media/multi_cashier20.png
:align: center
When the cashier logs in he is able to open the session
.. image:: media/multi_cashier21.png
:align: center
Assign a default point of sale to a cashier
===========================================
If you want your cashiers to be assigned to a point of sale, go to
:menuselection:`Point of Sales --> Configuration --> Settings`.
.. image:: media/multi_cashier22.png
:align: center
Then click on **Manage Access Rights**.
.. image:: media/multi_cashier23.png
:align: center
**Edit** the cashier and add a **Default Point of Sale** under the **Point of
Sale** tab.
.. image:: media/multi_cashier24.png
:align: center
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
.. seealso:: Barcode nomenclature link later on