[MERGE] point_of_sale: Update doc up to 11.0
@ -5,10 +5,10 @@ Advanced topics
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.. toctree::
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:titlesonly:
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advanced/barcode
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advanced/discount_tags
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advanced/multi_cashiers
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advanced/loyalty
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advanced/register
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advanced/manual_discount
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advanced/reprint
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advanced/mercury
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41
point_of_sale/advanced/barcode.rst
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@ -0,0 +1,41 @@
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=====================
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Using barcodes in PoS
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=====================
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Using a barcode scanner to process point of sale orders improves your
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efficiency and helps you to save time for you and your customers.
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Configuration
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=============
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To use a barcode scanner, go to :menuselection:`Point of Sales -->
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Configuration --> Point of sale` and select your PoS interface.
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Under the PosBox / Hardware category, you will find *Barcode Scanner*
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select it.
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.. image:: media/barcode01.png
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:align: center
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.. note::
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You can find more about Barcode Nomenclature here (ADD
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HYPERLINK)
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Add barcodes to product
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=======================
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Go to :menuselection:`Point of Sales --> Catalog --> Products` and
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select a product.
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Under the general information tab, you can find a barcode field where
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you can input any barcode.
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.. image:: media/barcode02.png
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:align: center
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Scanning products
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=================
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From your PoS interface, scan any barcode with your barcode scanner. The
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product will be added, you can scan the same product to add it multiple
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times or change the quantity manually on the screen.
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@ -1,64 +1,54 @@
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=====================================
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How to use discount tags on products?
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=====================================
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==========================================
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Using discount tags with a barcode scanner
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==========================================
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This tutorial will describe how to use discount tags on products.
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If you want to sell your products with a discount, for a product getting
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close to its expiration date for example, you can use discount tags.
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They allow you to scan discount barcodes.
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.. note::
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To use discount tags you will need to use barcode scanner, you
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can see the documentation about it
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`here <https://docs.google.com/document/d/1tg7yarr2hPKTddZ4iGbp9IJO-cp7u15eHNVnFoL40Q8/edit>`__
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Barcode Nomenclature
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====================
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To start using discounts tags, let's first have a look at the **barcode
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nomenclature** in order to print our correct discounts tags.
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To use discounts tags, we need to learn about barcode nomenclature.
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I want to have a discount for the product with the following barcode.
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Let's say you want to have a discount for the product with the following
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barcode:
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.. image:: media/discount_tags01.png
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:align: center
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:align: center
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Go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`.
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In the default nomenclature, you can see that to set a discount, you have to
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start you barcode with ``22`` and the add the percentage you want to set for
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the product.
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You can find the *Default Nomenclature* under the settings of your PoS
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interface.
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.. image:: media/discount_tags02.png
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:align: center
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For instance if you want ``50%`` discount on a product you have to start you
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barcode with ``2250`` and then add the product barcode. In our example, the
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barcode will be:
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:align: center
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.. image:: media/discount_tags03.png
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:align: center
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:align: center
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Scanning your products
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======================
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If you go back to the **dashboard** and start a **new session**
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Let's say you want 50% discount on a product you have to start you
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barcode with 22 (for the discount barcode nomenclature) and then 50 (for
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the %) before add the product barcode. In our example, the barcode would
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be:
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.. image:: media/discount_tags04.png
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:align: center
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:align: center
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You have to scan:
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Scan the products & tags
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========================
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1. the product
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2. the discount tag
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When the product is scanned, it appears on the ticket
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You first have to scan the desired product (in our case, a lemon).
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.. image:: media/discount_tags05.png
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:align: center
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:align: center
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Then when you scan the discount tag, ``50%`` discount is applied on the
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product.
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And then scan the discount tag. The discount will be applied and you can
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finish the transaction.
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.. image:: media/discount_tags06.png
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:align: center
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That's it, this how you can use discount tag on products with Odoo.
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.. seealso::
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* :doc:`../shop/cash_control`
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* :doc:`../shop/invoice`
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* :doc:`../shop/refund`
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* :doc:`../shop/seasonal_discount`
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:align: center
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|
@ -1,117 +1,45 @@
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=============================================
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How to create & run a loyalty & reward system
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=============================================
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========================
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Manage a loyalty program
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========================
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Encourage your customers to continue to shop at your point of sale with
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a *Loyalty Program*.
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Configuration
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=============
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In the **Point of Sale** application, go to
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:menuselection:`Configuration --> Settings`.
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To activate the *Loyalty Program* feature, go to
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:menuselection:`Point of Sales --> Configuration --> Point of sale` and
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select your PoS interface. Under the Pricing features, select *Loyalty
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Program*
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.. image:: media/loyalty01.png
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:align: center
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You can tick **Manage loyalty program with point and reward for
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customers**.
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From there you can create and edit your loyalty programs.
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.. image:: media/loyalty02.png
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:align: center
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Create a loyalty program
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========================
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You can decide what type of program you wish to use, if the reward is a
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discount or a gift, make it specific to some products or cover your
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whole range. Apply rules so that it is only valid in specific situation
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and everything in between.
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After you apply, go to :menuselection:`Configuration --> Loyalty Programs`
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and click on **Create**.
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Use the loyalty program in your PoS interface
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=============================================
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When a customer is set, you will now see the points they will get for
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the transaction and they will accumulate until they are spent. They are
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spent using the button *Rewards* when they have enough points
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according to the rules defined in the loyalty program.
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.. image:: media/loyalty03.png
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:align: center
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Set a **name** and an **amount** of points given **by currency**,
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**by order** or **by product**. Extra rules can also be added
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such as **extra points** on a product.
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You can see the price is instantly updated to reflect the pricelist. You
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can finalize the order in your usual way.
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To do this click on **Add an item** under **Rules**.
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.. image:: media/loyalty04.png
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:align: center
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You can configure any rule by setting some configuration values.
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- **Name**: An internal identification for this loyalty program rule
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- **Type**: Does this rule affects products, or a category of products?
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- **Target Product**: The product affected by the rule
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- **Target Category**: The category affected by the rule
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- **Cumulative**: The points won from this rule will be won in addition to other rules
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- **Points per product**: How many points the product will earn per product ordered
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- **Points per currency**: How many points the product will earn per value sold
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.. image:: media/loyalty05.png
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:align: center
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Your new rule is now created and rewards can be added by clicking on
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**Add an Item** under **Rewards**.
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.. image:: media/loyalty06.png
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:align: center
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Three types of reward can be given:
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- **Resale**: convert your points into money. Set a product that represents the value of 1 point.
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.. image:: media/loyalty14.png
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:align: center
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- **Discount**: give a discount for an amount of points. Set a product with a price of ``0 €`` and without any taxes.
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.. image:: media/loyalty13.png
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:align: center
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- **Gift**: give a gift for an amount of points
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.. image:: media/loyalty07.png
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:align: center
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Applying your loyalty program to a point of sale
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================================================
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On the **Dashboard**, click on :menuselection:`More --> Settings`.
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.. image:: media/loyalty08.png
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:align: center
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Next to loyalty program, set the program you want to set.
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.. image:: media/loyalty09.png
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:align: center
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Gathering and consuming points
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==============================
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To start gathering points you need to set a customer on the order.
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Click on **Customer** and select the right one.
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Loyalty points will appear on screen.
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.. image:: media/loyalty10.png
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:align: center
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The next time the customer comes to your shop and has enough points to
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get a reward, the **Rewards** button is highlighted and gifts can be
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given.
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.. image:: media/loyalty11.png
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:align: center
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The reward is added and of course points are subtracted from the total.
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.. image:: media/loyalty12.png
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:align: center
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.. seealso::
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* :doc:`../shop/cash_control`
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* :doc:`../shop/invoice`
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* :doc:`../shop/refund`
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* :doc:`../shop/seasonal_discount`
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.. note::
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If you select a customer with a default pricelist, it will be
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applied. You can of course change it.
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|
@ -1,86 +1,45 @@
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==============================
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How to apply manual discounts?
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||||
==============================
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======================
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Apply manual discounts
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======================
|
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|
||||
Overview
|
||||
========
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||||
If you seldom use discounts, applying manual discounts might be the
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easiest solution for your Point of Sale.
|
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|
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You can apply manual discounts in two different ways. You can directly
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set a discount on the product or you can set a global discount on the
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whole cart.
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You can either apply a discount on the whole order or on specific
|
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products.
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Discount on the product
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=======================
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Apply a discount on a product
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=============================
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On the dashboard, click on **New Session**:
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From your session interface, use *Disc* button.
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.. image:: media/manual_discount01.png
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:align: center
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|
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You will get into the main point of sale interface :
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You can then input a discount (in percentage) over the product that is
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currently selected and the discount will be applied.
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|
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Apply a global discount
|
||||
=======================
|
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|
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To apply a discount on the whole order, go to :menuselection:`Point of
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Sales --> Configuration --> Point of sale` and select your PoS interface.
|
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|
||||
Under the *Pricing* category, you will find *Global Discounts*
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select it.
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|
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.. image:: media/manual_discount02.png
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:align: center
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|
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On the right you can see the list of your products with the categories
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on the top. If you click on a product, it will be added in the cart. You
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can directly set the correct quantity or weight by typing it on the
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keyboard.
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The same way you insert a quantity, Click on **Disc** and then type the
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discount (in percent). This is how you insert a manual discount on a
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specific product.
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You know have a new *Discount* button in your PoS interface.
|
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.. image:: media/manual_discount03.png
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:align: center
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Global discount
|
||||
===============
|
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Configuration
|
||||
-------------
|
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|
||||
If you want to set a global discount, you need to go to
|
||||
:menuselection:`Configuration --> Settings` and
|
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tick **Allow global discounts**
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Once clicked you can then enter your desired discount (in percentages).
|
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.. image:: media/manual_discount04.png
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:align: center
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|
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Then from the dashboard, click on :menuselection:`More --> Settings`
|
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|
||||
.. image:: media/manual_discount05.png
|
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:align: center
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You have to activate **Order Discounts** and create a product that will be
|
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added as a product with a negative price to deduct the discount.
|
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.. image:: media/manual_discount06.png
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:align: center
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On the product used to create the discount, set the price to ``0`` and do
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||||
not forget to remove all the **taxes**, that can make the calculation wrong.
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.. image:: media/manual_discount07.png
|
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:align: center
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|
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Set a global discount
|
||||
---------------------
|
||||
|
||||
Now when you come back to the **dashboard** and start a **new session**, a
|
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**Discount** button appears and by clicking on it you can set a **discount**.
|
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|
||||
.. image:: media/manual_discount08.png
|
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:align: center
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|
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When it's validated, the discount line appears on the order and you can
|
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now process to the payment.
|
||||
|
||||
.. image:: media/manual_discount09.png
|
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:align: center
|
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|
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.. 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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|
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@ -1,97 +1,53 @@
|
||||
=============================================================
|
||||
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.
|
||||
|
@ -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
|
||||
|
@ -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`
|
@ -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`
|
||||
|
Before Width: | Height: | Size: 3.9 KiB After Width: | Height: | Size: 66 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 31 KiB |
Before Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 9.3 KiB |
Before Width: | Height: | Size: 16 KiB |
@ -1,44 +1,24 @@
|
||||
==============================
|
||||
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
|
||||
|
@ -7,4 +7,4 @@ Overview
|
||||
|
||||
overview/start
|
||||
overview/setup
|
||||
|
||||
overview/register
|
||||
|
BIN
point_of_sale/overview/media/register01.png
Normal file
After Width: | Height: | Size: 14 KiB |
BIN
point_of_sale/overview/media/register02.png
Normal file
After Width: | Height: | Size: 14 KiB |
BIN
point_of_sale/overview/media/register03.png
Normal file
After Width: | Height: | Size: 54 KiB |
Before Width: | Height: | Size: 3.1 KiB After Width: | Height: | Size: 3.1 KiB |