[IMP] point_of_sale: Update discount_tags.rst and multi_cashier.rst
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=====================================
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==========================================
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How to use discount tags on products?
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Using discount tags with a barcode scanner
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=====================================
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==========================================
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This tutorial will describe how to use discount tags on products.
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If you want to sell your products with a discount, for a product getting
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close to its expiration date for example, you can use discount tags.
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They allow you to scan discount barcodes.
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.. note::
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To use discount tags you will need to use barcode scanner, you
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can see the documentation about it here :
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`*https://docs.google.com/document/d/1tg7yarr2hPKTddZ4iGbp9IJO-cp7u15eHNVnFoL40Q8/edit* <https://docs.google.com/document/d/1tg7yarr2hPKTddZ4iGbp9IJO-cp7u15eHNVnFoL40Q8/edit>`__
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Barcode Nomenclature
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Barcode Nomenclature
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====================
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====================
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To start using discounts tags, let's first have a look at the **barcode
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To use discounts tags, we need to learn about barcode nomenclature.
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nomenclature** in order to print our correct discounts tags.
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I want to have a discount for the product with the following barcode.
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Let's say you want to have a discount for the product with the following
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barcode:
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.. image:: media/discount_tags01.png
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.. image:: media/discount_tags01.png
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:align: center
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:align: center
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Go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
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You can find the *Default Nomenclature* under the settings of your PoS
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In the default nomenclature, you can see that to set a discount, you have to
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interface.
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start you barcode with ``22`` and the add the percentage you want to set for
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the product.
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.. image:: media/discount_tags02.png
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.. image:: media/discount_tags02.png
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:align: center
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:align: center
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For instance if you want ``50%`` discount on a product you have to start you
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barcode with ``2250`` and then add the product barcode. In our example, the
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barcode will be:
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.. image:: media/discount_tags03.png
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.. image:: media/discount_tags03.png
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:align: center
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:align: center
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Scanning your products
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Let's say you want 50% discount on a product you have to start you
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======================
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barcode with 22 (for the discount barcode nomenclature) and then 50 (for
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the %) before add the product barcode. In our example, the barcode would
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If you go back to the **dashboard** and start a **new session**
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be:
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.. image:: media/discount_tags04.png
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.. image:: media/discount_tags04.png
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:align: center
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:align: center
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You have to scan:
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Scan the products & tags
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========================
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1. the product
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You first have to scan the desired product (in our case, a lemon).
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2. the discount tag
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When the product is scanned, it appears on the ticket
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.. image:: media/discount_tags05.png
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.. image:: media/discount_tags05.png
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:align: center
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:align: center
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Then when you scan the discount tag, ``50%`` discount is applied on the
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And then scan the discount tag. The discount will be applied and you can
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product.
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finish the transaction.
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.. image:: media/discount_tags06.png
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.. image:: media/discount_tags06.png
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:align: center
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:align: center
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That's it, this how you can use discount tag on products with Odoo.
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.. seealso::
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* :doc:`../shop/cash_control`
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* :doc:`../shop/invoice`
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* :doc:`../shop/refund`
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* :doc:`../shop/seasonal_discount`
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================================
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========================
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How to manage multiple cashiers?
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Manage multiple cashiers
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================================
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========================
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This tutorial will describe how to manage multiple cashiers. There are
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With Odoo Point of Sale, you can easily manage multiple cashiers. This
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four differents ways to manage several cashiers.
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allows you to keep track on who is working in the Point of Sale and
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when.
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Switch cashier without any security
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There are three different ways of switching between cashiers in Odoo.
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===================================
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They are all explained below.
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As prerequisite, you just need to have a second user with the **Point of
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.. note::
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Sale User** rights (Under the :menuselection:`General Settings --> Users` menu).
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To manage multiple cashiers, you need to have several users (at
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On the **Dashboard** click on **New Session** as the main user.
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least two).
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Switch without pin codes
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========================
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The easiest way to switch cashiers is without a code. Simply press on
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the name of the current cashier in your PoS interface.
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.. image:: media/multi_cashier01.png
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.. image:: media/multi_cashier01.png
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:align: center
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:align: center
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On the top of the screen click on the **user name**.
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You will then be able to change between different users.
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.. image:: media/multi_cashier02.png
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.. image:: media/multi_cashier02.png
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:align: center
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:align: center
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And switch to another cashier.
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And the cashier will be changed.
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Switch cashiers with pin codes
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==============================
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You can also set a pin code on each user. To do so, go to
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:menuselection:`Settings --> Manage Access rights` and select the user.
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.. image:: media/multi_cashier03.png
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.. image:: media/multi_cashier03.png
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:align: center
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:align: center
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The name on the top has changed which means you have changed the cashier.
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On the user page, under the *Point of Sale* tab you can add a Security
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PIN.
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.. image:: media/multi_cashier04.png
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.. image:: media/multi_cashier04.png
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:align: center
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:align: center
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Switch cashier with pin code
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Now when you switch users you will be asked to input a PIN password.
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============================
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Configuration
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-------------
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If you want your cashiers to need a pin code to be able to use it, you
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can set it up in by clicking on **Settings**.
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.. image:: media/multi_cashier05.png
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.. image:: media/multi_cashier05.png
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:align: center
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:align: center
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Then click on **Manage access rights**.
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Switch cashiers with barcodes
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=============================
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You can also ask your cashiers to log themselves in with their badges.
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Back where you put a security PIN code, you could also put a barcode.
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.. image:: media/multi_cashier06.png
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.. image:: media/multi_cashier06.png
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:align: center
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:align: center
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**Edit** the cashier and add a security pin code on the **Point of Sale**
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When they scan their barcode, the cashier will be switched to that user.
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tab.
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.. image:: media/multi_cashier07.png
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.. seealso:: Barcode nomenclature link later on
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:align: center
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Change cashier
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--------------
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On the **Dashboard** click on **New Session**.
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.. image:: media/multi_cashier08.png
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:align: center
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On the top of the screen click on the **user name**.
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.. image:: media/multi_cashier09.png
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:align: center
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Choose your **cashier**:
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.. image:: media/multi_cashier10.png
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:align: center
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You will have to insert the user's **pin code** to be able to continue.
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.. image:: media/multi_cashier11.png
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:align: center
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Now you can see that the cashier has changed.
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.. image:: media/multi_cashier12.png
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:align: center
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Switch cashier with cashier barcode badge
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=========================================
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Configuration
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-------------
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If you want your cashiers to scan its badge,
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you can set it up in by clicking on **Settings**.
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.. image:: media/multi_cashier13.png
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:align: center
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Then click on **Manage access rights**
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.. image:: media/multi_cashier14.png
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:align: center
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**Edit** the cashier and add a **security pin code** on the **Point of Sale**
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tab.
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.. image:: media/multi_cashier15.png
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:align: center
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.. tip::
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Be careful of the barcode nomenclature, the default one forced you
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to use a barcode starting with ``041`` for cashier barcodes. To change that
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go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
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.. image:: media/multi_cashier16.png
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:align: center
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Change Cashier
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--------------
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On the **Dashboard** click on **New Session**.
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.. image:: media/multi_cashier17.png
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:align: center
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On the top of the screen click on the **user name**.
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.. image:: media/multi_cashier18.png
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:align: center
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When the cashier scans his own badge, you can see on the top that the
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cashier has changed.
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Assign session to a user
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========================
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Click on the menu :menuselection:`Point of Sale --> Orders --> Sessions`.
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.. image:: media/multi_cashier19.png
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:align: center
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Then, click on **New** and assign as **Responsible** the correct cashier to the
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point of sale.
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.. image:: media/multi_cashier20.png
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:align: center
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When the cashier logs in he is able to open the session
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.. image:: media/multi_cashier21.png
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:align: center
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Assign a default point of sale to a cashier
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===========================================
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If you want your cashiers to be assigned to a point of sale, go to
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:menuselection:`Point of Sales --> Configuration --> Settings`.
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.. image:: media/multi_cashier22.png
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:align: center
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Then click on **Manage Access Rights**.
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.. image:: media/multi_cashier23.png
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:align: center
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**Edit** the cashier and add a **Default Point of Sale** under the **Point of
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Sale** tab.
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.. image:: media/multi_cashier24.png
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:align: center
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.. seealso::
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* :doc:`../shop/cash_control`
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* :doc:`../shop/invoice`
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* :doc:`../shop/refund`
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* :doc:`../shop/seasonal_discount`
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