diff --git a/content/applications/sales/point_of_sale/overview.rst b/content/applications/sales/point_of_sale/overview.rst index b4c35aa27..c3d4740ea 100644 --- a/content/applications/sales/point_of_sale/overview.rst +++ b/content/applications/sales/point_of_sale/overview.rst @@ -8,6 +8,7 @@ Overview :titlesonly: overview/getting_started + overview/customer_note overview/register overview/https overview/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/customer_note.rst b/content/applications/sales/point_of_sale/overview/customer_note.rst new file mode 100644 index 000000000..8f723b0cf --- /dev/null +++ b/content/applications/sales/point_of_sale/overview/customer_note.rst @@ -0,0 +1,38 @@ +============= +Customer note +============= + +The **Customer note** feature allows you to provide customers with further information on a specific +product. For instance, to provide cleaning and maintenance tips. They can also be used to track a +customer’s particular request, such as not wanting the product to be assembled for them. + +Add a customer note +=================== + +You can add notes directly from an open :ref:`POS session `. To do so, click +:guilabel:`Customer Note` on the pad. Doing so opens a pop-up window in which you can add content +for the note. + +.. note:: + Product notes from an :doc:`imported SO <../shop/sales_order>` are displayed identically in the + cart. + +.. image:: customer_notes/customer-notes-ui.png + :align: center + :alt: customer note button and notes (SO and POS session) on products in the cart + +Modify a customer note +====================== + +Select the product from the cart to modify an existing note and click :guilabel:`Customer Note`. +Doing so reopens the previous pop-up window. Alter the text and click :guilabel:`Add`. + +Receipts and invoices +===================== + +Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart, +meaning under the related product. + +.. image:: customer_notes/notes-receipt.png + :align: center + :alt: customer receipt with notes from an SO and from the customer note feature diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png b/content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png new file mode 100644 index 000000000..f5e6d958a Binary files /dev/null and b/content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png differ diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png b/content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png new file mode 100644 index 000000000..0da784be2 Binary files /dev/null and b/content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png differ