[IMP] PoS: multicashiers

Change to reflect V13 updates
This commit is contained in:
lau-odoo 2019-05-28 11:14:38 +02:00
parent 1372c3ed13
commit b6f51b9812
16 changed files with 76 additions and 65 deletions

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@ -1,64 +0,0 @@
========================
Manage multiple 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.
There are three different ways of switching between cashiers in Odoo.
They are all explained below.
.. 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_cashiers01.png
:align: center
You will then be able to change between different users.
.. image:: media/multi_cashiers02.png
:align: center
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_cashiers03.png
:align: center
On the user page, under the *Point of Sale* tab you can add a Security
PIN.
.. image:: media/multi_cashiers04.png
:align: center
Now when you switch users you will be asked to input a PIN password.
.. image:: media/multi_cashiers05.png
:align: center
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_cashiers06.png
:align: center
When they scan their barcode, the cashier will be switched to that user.
.. seealso:: Barcode nomenclature link later on

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@ -0,0 +1,75 @@
====================
Log in with employee
====================
With Odoo *Point of Sale*, you can manage multiple cashiers. This
feature allows you to keep track of who is working, when and how much
each cashier made for that session.
There are three ways to switch cashiers in Odoo: by *selecting the
cashier*, by *entering a PIN code* or by *scanning a barcode*.
.. note::
To manage multiple cashiers, you need several employees (at least two).
Set up log in with employees
============================
To enable the feature, go to your *PoS settings* and check log in with
employees on your *PoS form*. Then, add the employees that have access
to the cash register.
.. image:: media/multicashiers01.png
:align: center
Now, you can switch cashier easily.
Switch without pin codes
========================
The easiest way to switch cashiers is without a code. To do so, click on
the cashier name in your PoS interface.
.. image:: media/multicashiers02.png
:align: center
Now, you just have to click on your name.
.. image:: media/multicashiers03.png
:align: center
Switch cashier with pin codes
=============================
You can set a pin code on each cashier. To set up a pin code, go to the
employee form and add a security PIN, in the *HR settings tab*.
.. image:: media/multicashiers04.png
:align: center
Now, when switching cashier, a PIN password will be asked.
.. image:: media/multicashiers05.png
:align: center
Switch cashier with barcodes
============================
You can ask your employees to log themselves with their badges. To do
so, set up a barcode at the same place you add the PIN code. Print the
badge and when they will scan it, the cashier will be switched to that
employee.
.. image:: media/multicashiers06.png
:align: center
Find who was the cashier
========================
Once you have closed your *PoS session*, you can have an overview of
the amount each cashier sold for. To do so, go to the orders menu.
.. image:: media/multicashiers07.png
:align: center
Now, you can open the order and have a summary of the sold products.

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@ -14,7 +14,7 @@ Under the Bills & Receipts category, you will find *Reprint Receipt*
option.
.. note::
In order to allow the option reprint receipt, you need to activate the receipt printer.
In order to allow the option reprint receipt, you need to activate the receipt printer.
.. image:: media/reprint01.png
:align: center