[MOV] pos: content to top-level TOC page + improve structure

This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.

This commit improves the structure of the "Point of Sale" app:

- it removes a useless "overview" category and moves its two docs to the
  top-level TOC page
- it adds a brief explanation at the "app" level, including links to
  relevant docs

task-2535899
This commit is contained in:
Jonathan Castillo 2021-06-07 16:45:35 +02:00
parent f59977cf21
commit d56dee3b0e
20 changed files with 70 additions and 71 deletions

View File

@ -9,5 +9,5 @@ Sales
sales/odoo_crm
sales/odoo_sales
sales/odoo_point_of_sale
sales/point_of_sale
sales/odoo_subscriptions

View File

@ -1,15 +0,0 @@
:nosearch:
=============
Point of Sale
=============
.. toctree::
:titlesonly:
point_of_sale/overview
point_of_sale/shop
point_of_sale/restaurant
point_of_sale/payment
point_of_sale/advanced_pricing_features
point_of_sale/belgian_fdm

View File

@ -1,4 +1,27 @@
===============
:show-content:
=============
Point of Sale
=============
.. toctree::
:titlesonly:
point_of_sale/shop
point_of_sale/restaurant
point_of_sale/payment
point_of_sale/advanced_pricing_features
point_of_sale/belgian_fdm
**Odoo Point of Sale** is a flexible solution compatible with any device allowing shops and
restaurants to sell, both online and offline, in seconds.
.. seealso::
- `Odoo Point of Sale - Shops: product page <https://www.odoo.com/app/point-of-sale-shop>`_
- `Odoo Point of Sale - Restaurants: product page
<https://www.odoo.com/app/point-of-sale-restaurant>`_
- `Odoo Point of Sale: Hardware <https://www.odoo.com/app/point-of-sale-hardware>`_
Getting started
===============
@ -20,7 +43,7 @@ To make products available for sale, go to :menuselection:`Point of
Sale --> Products --> Products` and open a product. In the *Sales*
tab, enable *Available in Point of Sale*.
.. image:: media/getting_started_01.png
.. image:: point_of_sale/getting_started_01.png
:align: center
:alt: Product form. Making the product available in PoS.
@ -35,7 +58,7 @@ To add a payment method, you first need to create it. Go to
and click on create. Then, you can name your payment method and set it
up.
.. image:: media/getting_started_02.png
.. image:: point_of_sale/getting_started_02.png
:align: center
:alt: Creating a new payment method for a Point of Sale.
@ -47,7 +70,7 @@ go to :menuselection:`Point of Sale --> Configuration --> Point of
Sale` and open the PoS in which you want to include the payment method. Then, add the
payment method.
.. image:: media/getting_started_03.png
.. image:: point_of_sale/getting_started_03.png
:align: center
:alt: Making the payment method available in a point of sale.
@ -63,13 +86,13 @@ Your first order
Open a new session from the dashboard by clicking on *New Session*.
.. image:: media/getting_started_04.png
.. image:: point_of_sale/getting_started_04.png
:align: center
:alt: Launching a new session.
After the loading screen, you arrive on the PoS interface.
.. image:: media/getting_started_05.png
.. image:: point_of_sale/getting_started_05.png
:align: center
:alt: Point of sale dashboard.
@ -87,14 +110,14 @@ of accepting returns and refunds easy for you.
To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
customer wants to return. For multiple products, repeat the process individually.
.. image:: media/getting_started_06.png
.. image:: point_of_sale/getting_started_06.png
:align: center
:alt: Refunding a product with the point of sale app.
When on the payment interface, the total is negative. To end the refund,
process the payment and validate it.
.. image:: media/getting_started_07.png
.. image:: point_of_sale/getting_started_07.png
:align: center
:alt: Giving back money to customer in Odoo Point of Sale.
@ -104,7 +127,7 @@ Close the PoS session
To close your session at the end of the day, click on the close button on the upper right corner
of your screen and confirm. Now, close the session on the dashboard view.
.. image:: media/getting_started_08.png
.. image:: point_of_sale/getting_started_08.png
:align: center
:alt: How to close a point of sale session.
@ -115,7 +138,7 @@ Once a session is closed, you can see a summary of all transactions per payment
Then, click on a line to see all orders that were paid during your PoS session.
If everything is correct, validate the session and post the closing entries.
.. image:: media/getting_started_09.png
.. image:: point_of_sale/getting_started_09.png
:align: center
:alt: Point of sale sales report before closing the session.
@ -126,7 +149,7 @@ If everything is correct, validate the session and post the closing entries.
</applications/productivity/iot/config/pos>`.
View your statistics
====================
--------------------
Keeping track of your sales is essential to get meaningful statistics. Thats why Odoo
provides analyzes about your sales.
@ -135,12 +158,42 @@ To access your statistics, go to :menuselection:`Point of Sales -->
Reporting --> Orders`. There, you can see various statistics in graph
or pivot form.
.. image:: media/getting_started_10.png
.. image:: point_of_sale/getting_started_10.png
:align: center
:alt: Orders analysis with pivot view of the point of sale reporting feature.
You can also access them through the dashboard.
.. image:: media/getting_started_11.png
.. image:: point_of_sale/getting_started_11.png
:align: center
:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form.
:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS
form.
Register customers
==================
Registering your customers will give you the ability to grant them various privileges such as
discounts, loyalty program, specific communication. It will also be required if they want an invoice
and registering them will make any future interaction with them faster.
Create a customer
-----------------
From your session interface, use the customer button.
.. image:: point_of_sale/register01.png
:align: center
Create a new one by using this button.
.. image:: point_of_sale/register02.png
:align: center
You will be invited to fill out the customer form with their
information.
.. image:: point_of_sale/register03.png
:align: center
Use the save button when you are done. You can then select that customer
in any future transactions.

View File

@ -1,11 +0,0 @@
:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/getting_started
overview/register

View File

@ -1,30 +0,0 @@
==================
Register customers
==================
Registering your customers will give you the ability to grant them
various privileges such as discounts, loyalty program, specific
communication. It will also be required if they want an invoice and
registering them will make any future interaction with them faster.
Create a customer
=================
From your session interface, use the customer button.
.. image:: media/register01.png
:align: center
Create a new one by using this button.
.. image:: media/register02.png
:align: center
You will be invited to fill out the customer form with their
information.
.. image:: media/register03.png
:align: center
Use the save button when you are done. You can then select that customer
in any future transactions.

View File

Before

Width:  |  Height:  |  Size: 14 KiB

After

Width:  |  Height:  |  Size: 14 KiB

View File

Before

Width:  |  Height:  |  Size: 14 KiB

After

Width:  |  Height:  |  Size: 14 KiB

View File

Before

Width:  |  Height:  |  Size: 54 KiB

After

Width:  |  Height:  |  Size: 54 KiB

View File

@ -137,6 +137,8 @@ point_of_sale/restaurant/setup.rst applications/sales/point_of_sale/restaurant/r
point_of_sale/restaurant/table.rst applications/sales/point_of_sale/restaurant/restaurant.rst # table --> restaurant (#610)
point_of_sale/restaurant/multi_orders.rst applications/sales/point_of_sale/restaurant/restaurant.rst # multi_orders --> restaurant (#610)
point_of_sale/restaurant/transfer.rst applications/sales/point_of_sale/restaurant/restaurant.rst # transfer --> restaurant (#610)
applications/sales/point_of_sale/overview/getting_started.rst applications/sales/point_of_sale.rst # point_of_sale/overview/getting_started -> point_of_sale
applications/sales/point_of_sale/overview/register.rst applications/sales/point_of_sale.rst # point_of_sale/overview/register -> point_of_sale
quality/control_points.rst applications/inventory_and_mrp/quality/control/control_points.rst # /* --> control/* (#469)
quality/alert_mo.rst applications/inventory_and_mrp/quality/alert/alert_mo.rst # /* --> alert/* (#469)