[ADD] pos: add a new doc page about sales orders in pos

Task ID: 2622084

closes odoo/documentation#2402

X-original-commit: 53744bea5b
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Quentin Celis (qce) <qce@odoo.com>
Co-authored-by: Xavier Plateau (xpl) <xpl@odoo.com>
Co-authored-by: Robin Boisdenghien (robo) <robo@odoo.com>
This commit is contained in:
LoredanaLrpz 2022-05-19 15:32:54 +00:00
parent 24ec474354
commit c86d8c8a13
4 changed files with 48 additions and 0 deletions

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@ -9,6 +9,7 @@ Shop Features
shop/invoice
shop/barcode
shop/sales_order
shop/multicashiers
shop/reprint
shop/cash_rounding

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===================
Sales orders in PoS
===================
When working in retail, you might need to order products directly from your Point of sale.
Fortunately, Odoo Point of Sale is fully integrated with Odoo Sales, meaning that you can create a
sales order and pay for it directly from your point of sale.
Select a sales order
====================
From the **Point of Sale** application, open a new session. Then, click on
:guilabel:`Quotations/Orders` to get the complete list of quotations and sales orders created on the
sales application.
.. image:: salesorder/pos-interface.png
:align: center
:alt: Quotations and sales order button on the Point of Sale interface
.. note::
To ease finding the right sales order, you can filter that list on the **customer** or on the
**order reference**. You can also set the customer before clicking on
:guilabel:`Quotations/Orders` to reduce the list to one particular customer.
Apply a down payment or settle the order
========================================
From the list of sales order, select one to make a payment.
.. image:: salesorder/list-of-so.png
:align: center
:alt: list view of sales orders and quotations
You can either:
- Settle the order **partially**: after clicking on :guilabel:`Apply a down payment`, enter the
percentage of down payment you want the customer to pay. Then, click on :guilabel:`ok` and proceed
with the order.
- Settle the order **completely**: click on :guilabel:`Settle the order` to pay for the total of the
sales order.
.. note::
Once you settle a sales order, the applied down payment is automatically deducted from the total
amount.
.. Seealso::
- :doc:`/applications/sales/sales/invoicing/down_payment`

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