[IMP] accounting: cash register page in POS

task-3721929
task-3890538

closes odoo/documentation#11054

X-original-commit: 5b6531a68d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
This commit is contained in:
afma-odoo 2024-09-06 07:19:23 +00:00
parent abc8b512e6
commit 7ceb5c89ad
6 changed files with 1 additions and 57 deletions

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@ -193,4 +193,3 @@ Payments` tab. To display the outstanding accounts column, click on the toggle b
bank/reconciliation
bank/reconciliation_models
bank/foreign_currency
bank/cash_register

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=============
Cash register
=============
The cash register is a journal to register receivings and payments transactions.
It calculates the total money in and out, computing the total balance.
Configuration
=============
.. image:: cash_register/journal.png
:align: center
1. Configure the Cash journal in :menuselection:`Accounting --> Configuration -->
Journals`.
2. In the tab Journal Entries, the Default Debit and Credit Account can be
configured as well as the currency of the journal
Usage
=====
How to register cash payments?
------------------------------
To register a cash payment specific to another customer, you should follow
these steps:
1. Go to :menuselection:`Accounting --> Dashboard --> Cash --> Register
Transactions`
2. Fill in the start and ending balance
3. Register the transactions, specifying the customers linked to the transaction
Put money in
------------
Put money in is used to placed your cash manually before starting your
transactions. From the Register Transactions window, go to :menuselection:`More
--> Put money in`
.. image:: cash_register/put-money-in.png
:align: center
Take money out
--------------
Take money out is used to collect/get yor your cash manually after
ending all your transactions. From the Register Transaction windows, go to :menuselection:`More
--> Take money out`
.. image:: cash_register/put-money-out.png
:align: center
The transactions will be added to the current cash payment registration.

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@ -25,6 +25,7 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
applications/finance/spreadsheet.rst applications/productivity/spreadsheet.rst # finance/* -> productivity/*
applications/finance/spreadsheet/insert.rst applications/productivity/spreadsheet/insert.rst # finance/spreadsheet/* -> productivity/spreadsheet/*
applications/finance/spreadsheet/templates.rst applications/productivity/spreadsheet/templates.rst # finance/spreadsheet/* -> productivity/spreadsheet/*
applications/finance/accounting/bank/cash_register.rst applications/sales/point_of_sale.rst
# applications/general