[IMP] POS: improve the page - update text and screenshots
closes odoo/documentation#3089
Taskid: 3004917
X-original-commit: 8ae05b9a4b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
@ -1,60 +1,63 @@
|
||||
==============================
|
||||
Invoice from the PoS interface
|
||||
==============================
|
||||
================
|
||||
Invoice issuance
|
||||
================
|
||||
|
||||
Some of your customers might request an invoice when buying from your
|
||||
Point of Sale, you can easily manage it directly from the PoS interface.
|
||||
In Point of Sale, you can issue and print invoices upon payment at the cash register or retrieve all
|
||||
the past invoiced orders.
|
||||
|
||||
Activate invoicing
|
||||
Set a customer
|
||||
==============
|
||||
|
||||
First, you need to open a session and set your customer. Open the **POS interface** by going to
|
||||
:menuselection:`Point of Sale --> New session --> Open session`. Then, click :guilabel:`Customer` to
|
||||
access the list of **customers**.
|
||||
|
||||
.. image:: invoice/select-customer-ui.png
|
||||
:align: center
|
||||
:alt: customer selection and creation button
|
||||
|
||||
From there, you can either set an existing customer by clicking their name or create a new one by
|
||||
clicking :guilabel:`Create`. Doing so opens a customer creation form to fill in with their
|
||||
information. Click :guilabel:`Save` to validate and set this new customer.
|
||||
|
||||
.. note::
|
||||
- You can also **edit** a customer's information by clicking :guilabel:`Details`.
|
||||
- If you did not set your customer during the order, you can do so at the payment screen by
|
||||
clicking :guilabel:`Customer`.
|
||||
|
||||
Invoice a customer
|
||||
==================
|
||||
|
||||
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
|
||||
and select your Point of Sale:
|
||||
Once an order is done, click :guilabel:`Payment` to move to the **payment screen**. Click
|
||||
:guilabel:`Invoice` underneath the customer's name to enable issuing and printing invoices upon
|
||||
payment.
|
||||
|
||||
.. image:: invoice/invoice01.png
|
||||
:align: center
|
||||
.. image:: invoice/invoice-button.png
|
||||
:align: center
|
||||
:alt: button to generate an invoice in POS
|
||||
|
||||
Under the *Bills & Receipts* you will see the invoicing option, tick
|
||||
it. Don't forget to choose in which journal the invoices should be
|
||||
created.
|
||||
Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued
|
||||
and ready to be downloaded and/or printed.
|
||||
|
||||
.. image:: invoice/invoice02.png
|
||||
:align: center
|
||||
|
||||
Select a customer
|
||||
=================
|
||||
|
||||
From your session interface, use the customer button
|
||||
|
||||
.. image:: invoice/invoice03.png
|
||||
:align: center
|
||||
|
||||
You can then either select an existing customer and set it as your
|
||||
customer or create a new one by using this button.
|
||||
|
||||
.. image:: invoice/invoice04.png
|
||||
:align: center
|
||||
|
||||
You will be invited to fill out the customer form with its information.
|
||||
|
||||
Invoice your customer
|
||||
=====================
|
||||
|
||||
From the payment screen, you now have an invoice option, use the button
|
||||
to select it and validate.
|
||||
|
||||
.. image:: invoice/invoice05.png
|
||||
:align: center
|
||||
|
||||
You can then print the invoice and move on to your next order.
|
||||
.. seealso::
|
||||
- :doc:`../overview/getting_started`
|
||||
|
||||
Retrieve invoices
|
||||
-----------------
|
||||
|
||||
Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top right corner)
|
||||
you will find all your orders in :menuselection:`Point of Sale -->
|
||||
Orders --> Orders` and under the status tab you will see which ones have
|
||||
been invoiced. When clicking on a order you can then access the invoice.
|
||||
To retrieve invoices from the **POS dashboard**,
|
||||
|
||||
.. image:: invoice/invoice06.png
|
||||
:align: center
|
||||
#. access all orders made through your POS by going to :menuselection:`Point of Sale --> Orders -->
|
||||
Orders`;
|
||||
#. to access an order's invoice, open the **order form** by selecting the order, then click
|
||||
:guilabel:`Invoice`.
|
||||
|
||||
.. image:: invoice/invoice-smart-button.png
|
||||
:align: center
|
||||
:alt: invoice smart button from an order form
|
||||
|
||||
.. note::
|
||||
- **Invoiced orders** can be identified by the :guilabel:`Invoiced` status in the
|
||||
:guilabel:`Status` column;
|
||||
- You can filter the list of orders to invoiced orders by clicking :guilabel:`Filters` and
|
||||
:guilabel:`Invoiced`.
|
||||
|
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 1.2 KiB |
Before Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 19 KiB |
After Width: | Height: | Size: 4.8 KiB |