[MERGE] point_of_sale: Update doc up to 11.0

This commit is contained in:
Yannick Tivisse 2018-07-20 17:19:31 +02:00
commit d5e13aeaff
212 changed files with 646 additions and 1237 deletions

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@ -5,10 +5,10 @@ Advanced topics
.. toctree::
:titlesonly:
advanced/barcode
advanced/discount_tags
advanced/multi_cashiers
advanced/loyalty
advanced/register
advanced/manual_discount
advanced/reprint
advanced/mercury

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@ -0,0 +1,41 @@
=====================
Using barcodes in PoS
=====================
Using a barcode scanner to process point of sale orders improves your
efficiency and helps you to save time for you and your customers.
Configuration
=============
To use a barcode scanner, go to :menuselection:`Point of Sales -->
Configuration --> Point of sale` and select your PoS interface.
Under the PosBox / Hardware category, you will find *Barcode Scanner*
select it.
.. image:: media/barcode01.png
:align: center
.. note::
You can find more about Barcode Nomenclature here (ADD
HYPERLINK)
Add barcodes to product
=======================
Go to :menuselection:`Point of Sales --> Catalog --> Products` and
select a product.
Under the general information tab, you can find a barcode field where
you can input any barcode.
.. image:: media/barcode02.png
:align: center
Scanning products
=================
From your PoS interface, scan any barcode with your barcode scanner. The
product will be added, you can scan the same product to add it multiple
times or change the quantity manually on the screen.

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@ -1,64 +1,54 @@
=====================================
How to use discount tags on products?
=====================================
==========================================
Using discount tags with a barcode scanner
==========================================
This tutorial will describe how to use discount tags on products.
If you want to sell your products with a discount, for a product getting
close to its expiration date for example, you can use discount tags.
They allow you to scan discount barcodes.
.. note::
To use discount tags you will need to use barcode scanner, you
can see the documentation about it
`here <https://docs.google.com/document/d/1tg7yarr2hPKTddZ4iGbp9IJO-cp7u15eHNVnFoL40Q8/edit>`__
Barcode Nomenclature
====================
To start using discounts tags, let's first have a look at the **barcode
nomenclature** in order to print our correct discounts tags.
To use discounts tags, we need to learn about barcode nomenclature.
I want to have a discount for the product with the following barcode.
Let's say you want to have a discount for the product with the following
barcode:
.. image:: media/discount_tags01.png
:align: center
:align: center
Go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
In the default nomenclature, you can see that to set a discount, you have to
start you barcode with ``22`` and the add the percentage you want to set for
the product.
You can find the *Default Nomenclature* under the settings of your PoS
interface.
.. image:: media/discount_tags02.png
:align: center
For instance if you want ``50%`` discount on a product you have to start you
barcode with ``2250`` and then add the product barcode. In our example, the
barcode will be:
:align: center
.. image:: media/discount_tags03.png
:align: center
:align: center
Scanning your products
======================
If you go back to the **dashboard** and start a **new session**
Let's say you want 50% discount on a product you have to start you
barcode with 22 (for the discount barcode nomenclature) and then 50 (for
the %) before add the product barcode. In our example, the barcode would
be:
.. image:: media/discount_tags04.png
:align: center
:align: center
You have to scan:
Scan the products & tags
========================
1. the product
2. the discount tag
When the product is scanned, it appears on the ticket
You first have to scan the desired product (in our case, a lemon).
.. image:: media/discount_tags05.png
:align: center
:align: center
Then when you scan the discount tag, ``50%`` discount is applied on the
product.
And then scan the discount tag. The discount will be applied and you can
finish the transaction.
.. image:: media/discount_tags06.png
:align: center
That's it, this how you can use discount tag on products with Odoo.
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
:align: center

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@ -1,117 +1,45 @@
=============================================
How to create & run a loyalty & reward system
=============================================
========================
Manage a loyalty program
========================
Encourage your customers to continue to shop at your point of sale with
a *Loyalty Program*.
Configuration
=============
In the **Point of Sale** application, go to
:menuselection:`Configuration --> Settings`.
To activate the *Loyalty Program* feature, go to
:menuselection:`Point of Sales --> Configuration --> Point of sale` and
select your PoS interface. Under the Pricing features, select *Loyalty
Program*
.. image:: media/loyalty01.png
:align: center
You can tick **Manage loyalty program with point and reward for
customers**.
From there you can create and edit your loyalty programs.
.. image:: media/loyalty02.png
:align: center
Create a loyalty program
========================
You can decide what type of program you wish to use, if the reward is a
discount or a gift, make it specific to some products or cover your
whole range. Apply rules so that it is only valid in specific situation
and everything in between.
After you apply, go to :menuselection:`Configuration --> Loyalty Programs`
and click on **Create**.
Use the loyalty program in your PoS interface
=============================================
When a customer is set, you will now see the points they will get for
the transaction and they will accumulate until they are spent. They are
spent using the button *Rewards* when they have enough points
according to the rules defined in the loyalty program.
.. image:: media/loyalty03.png
:align: center
Set a **name** and an **amount** of points given **by currency**,
**by order** or **by product**. Extra rules can also be added
such as **extra points** on a product.
You can see the price is instantly updated to reflect the pricelist. You
can finalize the order in your usual way.
To do this click on **Add an item** under **Rules**.
.. image:: media/loyalty04.png
:align: center
You can configure any rule by setting some configuration values.
- **Name**: An internal identification for this loyalty program rule
- **Type**: Does this rule affects products, or a category of products?
- **Target Product**: The product affected by the rule
- **Target Category**: The category affected by the rule
- **Cumulative**: The points won from this rule will be won in addition to other rules
- **Points per product**: How many points the product will earn per product ordered
- **Points per currency**: How many points the product will earn per value sold
.. image:: media/loyalty05.png
:align: center
Your new rule is now created and rewards can be added by clicking on
**Add an Item** under **Rewards**.
.. image:: media/loyalty06.png
:align: center
Three types of reward can be given:
- **Resale**: convert your points into money. Set a product that represents the value of 1 point.
.. image:: media/loyalty14.png
:align: center
- **Discount**: give a discount for an amount of points. Set a product with a price of ``0 €`` and without any taxes.
.. image:: media/loyalty13.png
:align: center
- **Gift**: give a gift for an amount of points
.. image:: media/loyalty07.png
:align: center
Applying your loyalty program to a point of sale
================================================
On the **Dashboard**, click on :menuselection:`More --> Settings`.
.. image:: media/loyalty08.png
:align: center
Next to loyalty program, set the program you want to set.
.. image:: media/loyalty09.png
:align: center
Gathering and consuming points
==============================
To start gathering points you need to set a customer on the order.
Click on **Customer** and select the right one.
Loyalty points will appear on screen.
.. image:: media/loyalty10.png
:align: center
The next time the customer comes to your shop and has enough points to
get a reward, the **Rewards** button is highlighted and gifts can be
given.
.. image:: media/loyalty11.png
:align: center
The reward is added and of course points are subtracted from the total.
.. image:: media/loyalty12.png
:align: center
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
.. note::
If you select a customer with a default pricelist, it will be
applied. You can of course change it.

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@ -1,86 +1,45 @@
==============================
How to apply manual discounts?
==============================
======================
Apply manual discounts
======================
Overview
========
If you seldom use discounts, applying manual discounts might be the
easiest solution for your Point of Sale.
You can apply manual discounts in two different ways. You can directly
set a discount on the product or you can set a global discount on the
whole cart.
You can either apply a discount on the whole order or on specific
products.
Discount on the product
=======================
Apply a discount on a product
=============================
On the dashboard, click on **New Session**:
From your session interface, use *Disc* button.
.. image:: media/manual_discount01.png
:align: center
You will get into the main point of sale interface :
You can then input a discount (in percentage) over the product that is
currently selected and the discount will be applied.
Apply a global discount
=======================
To apply a discount on the whole order, go to :menuselection:`Point of
Sales --> Configuration --> Point of sale` and select your PoS interface.
Under the *Pricing* category, you will find *Global Discounts*
select it.
.. image:: media/manual_discount02.png
:align: center
On the right you can see the list of your products with the categories
on the top. If you click on a product, it will be added in the cart. You
can directly set the correct quantity or weight by typing it on the
keyboard.
The same way you insert a quantity, Click on **Disc** and then type the
discount (in percent). This is how you insert a manual discount on a
specific product.
You know have a new *Discount* button in your PoS interface.
.. image:: media/manual_discount03.png
:align: center
Global discount
===============
Configuration
-------------
If you want to set a global discount, you need to go to
:menuselection:`Configuration --> Settings` and
tick **Allow global discounts**
Once clicked you can then enter your desired discount (in percentages).
.. image:: media/manual_discount04.png
:align: center
Then from the dashboard, click on :menuselection:`More --> Settings`
.. image:: media/manual_discount05.png
:align: center
You have to activate **Order Discounts** and create a product that will be
added as a product with a negative price to deduct the discount.
.. image:: media/manual_discount06.png
:align: center
On the product used to create the discount, set the price to ``0`` and do
not forget to remove all the **taxes**, that can make the calculation wrong.
.. image:: media/manual_discount07.png
:align: center
Set a global discount
---------------------
Now when you come back to the **dashboard** and start a **new session**, a
**Discount** button appears and by clicking on it you can set a **discount**.
.. image:: media/manual_discount08.png
:align: center
When it's validated, the discount line appears on the order and you can
now process to the payment.
.. image:: media/manual_discount09.png
:align: center
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
On this example you can see a global discount of 50% as well as a
specific product discount also at 50%.

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=============================================================
How to accept credit card payments in Odoo POS using Mercury?
=============================================================
========================================
Accept credit card payment using Mercury
========================================
Overview
========
A **MercuryPay** account (see `MercuryPay website <https://www.mercurypay.com>`__.)
is required to accept credit
card payments in Odoo 9 POS with an integrated card reader. MercuryPay
A MercuryPay account (see `*MercuryPay
website* <https://www.mercurypay.com/>`__) is required to accept credit
card payments in Odoo 11 PoS with an integrated card reader. MercuryPay
only operates with US and Canadian banks making this procedure only
suitable for North American businesses. An alternative to an integrated
card reader is to work with a standalone card reader, copy the
transaction total from the Odoo POS screen into the card reader, and
record the transaction in Odoo POS.
suitable for North American businesses.
Module installation
===================
An alternative to an integrated card reader is to work with a standalone
card reader, copy the transaction total from the Odoo POS screen into
the card reader, and record the transaction in Odoo POS.
Go to **Apps** and install the **Mercury Payment Services** application.
Install Mercury
===============
To install Mercury go to :menuselection:`Apps` and search for the
*Mercury* module.
.. image:: media/mercury01.png
:align: center
Mercury Configuration
=====================
Configuration
=============
In the **Point of Sale** application, click on
:menuselection:`Configuration --> Mercury Configurations`
and then on **Create**.
To configure mercury, you need to activate the developer mode. To do so
go to :menuselection:`Apps --> Settings` and select *Activate the
developer mode*.
.. image:: media/mercury02.png
:align: center
Introduce your **credentials** and then save them.
While in developer mode, go to :menuselection:`Point of Sale -->
Configuration --> Mercury Configurations`.
Create a new configuration for credit cards and enter your Mercury
credentials.
.. image:: media/mercury03.png
:align: center
Then go to :menuselection:`Configuration --> Payment methods`
and click on **Create**. Under the **Point of Sale** tab you
can set a **Mercury configuration** to the **Payment method**.
Then go to :menuselection:`Point of Sale --> Configuration --> Payment
Methods` and create a new one.
Under *Point of Sale* when you select *Use in Point of Sale* you can
then select your Mercury credentials that you just created.
.. image:: media/mercury04.png
:align: center
Finally, go to
:menuselection:`Configuration --> Point of Sale` and add
a new payment method on the point of sale by editing it.
.. image:: media/mercury05.png
:align: center
Then select the payment method corresponding to your mercury
configuration.
.. image:: media/mercury06.png
:align: center
Save the modifications.
Register a sale
===============
On the dashboard, you can see your point(s) of sales, click on
**New Session**:
.. image:: media/mercury07.png
:align: center
You will get the main point of sale interface:
.. image:: media/mercury08.png
:align: center
On the right you can see the list of your products with the categories
on the top. If you click on a product, it will be added in the cart. You
can directly set the correct quantity or weight by typing it on the
keyboard.
Payment with credit cards
=========================
Once the order is completed, click on **Payment**. You can choose the credit
card **Payment Method**.
.. image:: media/mercury09.png
:align: center
Type in the **Amount** to be paid with the credit card. Now you can swipe
the card and validate the payment.
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
You now have a new option to pay by credit card when validating a
payment.

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@ -1,174 +1,64 @@
================================
How to manage multiple cashiers?
================================
This tutorial will describe how to manage multiple cashiers. There are
four differents ways to manage several cashiers.
Switch cashier without any security
===================================
As prerequisite, you just need to have a second user with the **Point of
Sale User** rights (Under the :menuselection:`General Settings --> Users` menu).
On the **Dashboard** click on **New Session** as the main user.
.. image:: media/multi_cashier01.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier02.png
:align: center
And switch to another cashier.
.. image:: media/multi_cashier03.png
:align: center
The name on the top has changed which means you have changed the cashier.
.. image:: media/multi_cashier04.png
:align: center
Switch cashier with pin code
============================
Configuration
-------------
If you want your cashiers to need a pin code to be able to use it, you
can set it up in by clicking on **Settings**.
.. image:: media/multi_cashier05.png
:align: center
Then click on **Manage access rights**.
.. image:: media/multi_cashier06.png
:align: center
**Edit** the cashier and add a security pin code on the **Point of Sale**
tab.
.. image:: media/multi_cashier07.png
:align: center
Change cashier
--------------
On the **Dashboard** click on **New Session**.
.. image:: media/multi_cashier08.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier09.png
:align: center
Choose your **cashier**:
.. image:: media/multi_cashier10.png
:align: center
You will have to insert the user's **pin code** to be able to continue.
.. image:: media/multi_cashier11.png
:align: center
Now you can see that the cashier has changed.
.. image:: media/multi_cashier12.png
:align: center
Switch cashier with cashier barcode badge
=========================================
Configuration
-------------
If you want your cashiers to scan its badge,
you can set it up in by clicking on **Settings**.
.. image:: media/multi_cashier13.png
:align: center
Then click on **Manage access rights**
.. image:: media/multi_cashier14.png
:align: center
**Edit** the cashier and add a **security pin code** on the **Point of Sale**
tab.
.. image:: media/multi_cashier15.png
:align: center
.. tip::
Be careful of the barcode nomenclature, the default one forced you
to use a barcode starting with ``041`` for cashier barcodes. To change that
go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
.. image:: media/multi_cashier16.png
:align: center
Change Cashier
--------------
On the **Dashboard** click on **New Session**.
.. image:: media/multi_cashier17.png
:align: center
On the top of the screen click on the **user name**.
.. image:: media/multi_cashier18.png
:align: center
When the cashier scans his own badge, you can see on the top that the
cashier has changed.
Assign session to a user
========================
Manage multiple cashiers
========================
Click on the menu :menuselection:`Point of Sale --> Orders --> Sessions`.
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.
.. image:: media/multi_cashier19.png
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
Then, click on **New** and assign as **Responsible** the correct cashier to the
point of sale.
You will then be able to change between different users.
.. image:: media/multi_cashier20.png
.. image:: media/multi_cashiers02.png
:align: center
When the cashier logs in he is able to open the session
And the cashier will be changed.
.. image:: media/multi_cashier21.png
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
Assign a default point of sale to a cashier
===========================================
On the user page, under the *Point of Sale* tab you can add a Security
PIN.
If you want your cashiers to be assigned to a point of sale, go to
:menuselection:`Point of Sales --> Configuration --> Settings`.
.. image:: media/multi_cashier22.png
.. image:: media/multi_cashiers04.png
:align: center
Then click on **Manage Access Rights**.
Now when you switch users you will be asked to input a PIN password.
.. image:: media/multi_cashier23.png
.. image:: media/multi_cashiers05.png
:align: center
**Edit** the cashier and add a **Default Point of Sale** under the **Point of
Sale** tab.
Switch cashiers with barcodes
=============================
.. image:: media/multi_cashier24.png
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
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`
When they scan their barcode, the cashier will be switched to that user.
.. seealso:: Barcode nomenclature link later on

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@ -1,60 +0,0 @@
==========================
How to register customers?
==========================
Register an order
=================
On the dashboard, click on **New Session**:
.. image:: media/register01.png
:align: center
You arrive now on the main view :
.. image:: media/register02.png
:align: center
On the right you can see the list of your products with the categories
on the top. If you click on a product, it will be added in the cart. You
can directly set the quantity or weight by typing it on the keyboard.
Record a customer
=================
On the main view, click on **Customer**:
.. image:: media/register03.png
:align: center
Register a new customer by clicking on the button.
.. image:: media/register04.png
:align: center
The following form appear. Fill in the relevant information:
.. image:: media/register05.png
:align: center
When it's done click on the **floppy disk** icon
.. image:: media/register06.png
:align: center
You just registered a new customer. To set this customer to the current
order, just tap on **Set Customer**.
.. image:: media/register07.png
:align: center
The customer is now set on the order.
.. image:: media/register08.png
:align: center
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`

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@ -1,38 +1,30 @@
========================
How to reprint receipts?
========================
================
Reprint Receipts
================
Use the *Reprint receipt* feature if you may have to reprint a ticket.
Configuration
=============
This feature requires a POSBox and a receipt printer.
To activate *Reprint Receipt*, go to :menuselection:`Point of Sales
--> Configuration --> Point of sale` and select your PoS interface.
If you want to allow a cashier to reprint a ticket, go to
:menuselection:`Configuration --> Settings` and tick the option
**Allow cashier to reprint receipts**.
Under the Bills & Receipts category, you will find *Reprint Receipt*
option.
.. image:: media/reprint01.png
:align: center
You also need to allow the reprinting on the point of sale. Go to
:menuselection:`Configuration --> Point of Sale`,
open the one you want to configure and and tick the option **Reprinting**.
Reprint a receipt
=================
On your PoS interface, you now have a *Reprint receipt* button.
.. image:: media/reprint02.png
:align: center
How to reprint a receipt?
=========================
In the Point of Sale interface click on the **Reprint Receipt** button.
When you use it, you can then reprint your last receipt.
.. image:: media/reprint03.png
:align: center
The last printed receipt will be printed again.
.. seealso::
* :doc:`../shop/cash_control`
* :doc:`../shop/invoice`
* :doc:`../shop/refund`
* :doc:`../shop/seasonal_discount`

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==============================
Getting daily sales statistics
==============================
===================================
View your Point of Sales statistics
===================================
Keeping track of your sales is key for any business. That's why Odoo
provides you a practical view to analyze your sales and get meaningful
statistics.
Point of Sale statistics
========================
View your statistics
====================
On your dashboard, click on the **More** button on the point of sale you
want to analyse. Then click on **Orders**.
To access your statistics go to :menuselection:`Point of Sales -->
Reporting --> Orders`
You can then see your various statistics in graph or pivot form.
.. image:: media/statistics01.png
:align: center
You will get the figures for this particular point of sale.
.. note::
You can also access the stats views by clicking here
.. image:: media/statistics02.png
:align: center
Global statistics
=================
Go to :menuselection:`Reports --> Orders`.
You will get the figures of all orders for all point of sales.
.. image:: media/statistics03.png
:align: center
Cashier statistics
==================
Go to :menuselection:`Reports --> Sales Details`.
Choose the dates. Select the cashiers by clicking on **Add an item**. Then
click on **Print Report**.
.. image:: media/statistics04.png
:align: center
You will get a full report in a PDF file. Here is an example :
.. image:: media/statistics05.png
:align: center

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overview/start
overview/setup
overview/register

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