diff --git a/content/applications/sales.rst b/content/applications/sales.rst index 811a2920e..6efab6481 100644 --- a/content/applications/sales.rst +++ b/content/applications/sales.rst @@ -9,5 +9,5 @@ Sales sales/odoo_crm sales/odoo_sales - sales/odoo_point_of_sale + sales/point_of_sale sales/odoo_subscriptions diff --git a/content/applications/sales/odoo_point_of_sale.rst b/content/applications/sales/odoo_point_of_sale.rst deleted file mode 100644 index 7e9479f94..000000000 --- a/content/applications/sales/odoo_point_of_sale.rst +++ /dev/null @@ -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 diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale.rst similarity index 68% rename from content/applications/sales/point_of_sale/overview/getting_started.rst rename to content/applications/sales/point_of_sale.rst index 1bac5d8f2..4d4559426 100644 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ b/content/applications/sales/point_of_sale.rst @@ -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 `_ + - `Odoo Point of Sale - Restaurants: product page + `_ + - `Odoo 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. `. View your statistics -==================== +-------------------- Keeping track of your sales is essential to get meaningful statistics. That’s 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. \ No newline at end of file + :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. \ No newline at end of file diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_01.png b/content/applications/sales/point_of_sale/getting_started_01.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_01.png rename to content/applications/sales/point_of_sale/getting_started_01.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_02.png b/content/applications/sales/point_of_sale/getting_started_02.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_02.png rename to content/applications/sales/point_of_sale/getting_started_02.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_03.png b/content/applications/sales/point_of_sale/getting_started_03.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_03.png rename to content/applications/sales/point_of_sale/getting_started_03.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_04.png b/content/applications/sales/point_of_sale/getting_started_04.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_04.png rename to content/applications/sales/point_of_sale/getting_started_04.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_05.png b/content/applications/sales/point_of_sale/getting_started_05.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_05.png rename to content/applications/sales/point_of_sale/getting_started_05.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_06.png b/content/applications/sales/point_of_sale/getting_started_06.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_06.png rename to content/applications/sales/point_of_sale/getting_started_06.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_07.png b/content/applications/sales/point_of_sale/getting_started_07.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_07.png rename to content/applications/sales/point_of_sale/getting_started_07.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_08.png b/content/applications/sales/point_of_sale/getting_started_08.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_08.png rename to content/applications/sales/point_of_sale/getting_started_08.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_09.png b/content/applications/sales/point_of_sale/getting_started_09.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_09.png rename to content/applications/sales/point_of_sale/getting_started_09.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_10.png b/content/applications/sales/point_of_sale/getting_started_10.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_10.png rename to content/applications/sales/point_of_sale/getting_started_10.png diff --git a/content/applications/sales/point_of_sale/overview/media/getting_started_11.png b/content/applications/sales/point_of_sale/getting_started_11.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/getting_started_11.png rename to content/applications/sales/point_of_sale/getting_started_11.png diff --git a/content/applications/sales/point_of_sale/overview.rst b/content/applications/sales/point_of_sale/overview.rst deleted file mode 100644 index aacf1832e..000000000 --- a/content/applications/sales/point_of_sale/overview.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/getting_started - overview/register diff --git a/content/applications/sales/point_of_sale/overview/register.rst b/content/applications/sales/point_of_sale/overview/register.rst deleted file mode 100644 index b1fc01cbe..000000000 --- a/content/applications/sales/point_of_sale/overview/register.rst +++ /dev/null @@ -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. diff --git a/content/applications/sales/point_of_sale/overview/media/register01.png b/content/applications/sales/point_of_sale/register01.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/register01.png rename to content/applications/sales/point_of_sale/register01.png diff --git a/content/applications/sales/point_of_sale/overview/media/register02.png b/content/applications/sales/point_of_sale/register02.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/register02.png rename to content/applications/sales/point_of_sale/register02.png diff --git a/content/applications/sales/point_of_sale/overview/media/register03.png b/content/applications/sales/point_of_sale/register03.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/media/register03.png rename to content/applications/sales/point_of_sale/register03.png diff --git a/redirects.txt b/redirects.txt index c173efd65..d24620c56 100644 --- a/redirects.txt +++ b/redirects.txt @@ -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)