diff --git a/point_of_sale/advanced.rst b/point_of_sale/advanced.rst index 3d063c66f..03af794b8 100644 --- a/point_of_sale/advanced.rst +++ b/point_of_sale/advanced.rst @@ -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 \ No newline at end of file diff --git a/point_of_sale/advanced/barcode.rst b/point_of_sale/advanced/barcode.rst new file mode 100644 index 000000000..2f58757e8 --- /dev/null +++ b/point_of_sale/advanced/barcode.rst @@ -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. diff --git a/point_of_sale/advanced/discount_tags.rst b/point_of_sale/advanced/discount_tags.rst index 03f5cd687..40746ff98 100644 --- a/point_of_sale/advanced/discount_tags.rst +++ b/point_of_sale/advanced/discount_tags.rst @@ -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 `__ 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` \ No newline at end of file + :align: center diff --git a/point_of_sale/advanced/loyalty.rst b/point_of_sale/advanced/loyalty.rst index a3cebe050..e83300506 100644 --- a/point_of_sale/advanced/loyalty.rst +++ b/point_of_sale/advanced/loyalty.rst @@ -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` \ No newline at end of file +.. note:: + If you select a customer with a default pricelist, it will be + applied. You can of course change it. diff --git a/point_of_sale/advanced/manual_discount.rst b/point_of_sale/advanced/manual_discount.rst index b0f791a57..6fd9a1c40 100644 --- a/point_of_sale/advanced/manual_discount.rst +++ b/point_of_sale/advanced/manual_discount.rst @@ -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%. diff --git a/point_of_sale/advanced/media/barcode01.png b/point_of_sale/advanced/media/barcode01.png new file mode 100644 index 000000000..014a2887f Binary files /dev/null and b/point_of_sale/advanced/media/barcode01.png differ diff --git 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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 `__.) -is required to accept credit -card payments in Odoo 9 POS with an integrated card reader. MercuryPay +A MercuryPay account (see `*MercuryPay +website* `__) 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` \ No newline at end of file +You now have a new option to pay by credit card when validating a +payment. diff --git a/point_of_sale/advanced/multi_cashiers.rst b/point_of_sale/advanced/multi_cashiers.rst index d16e100fd..ab81a5760 100644 --- a/point_of_sale/advanced/multi_cashiers.rst +++ b/point_of_sale/advanced/multi_cashiers.rst @@ -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` \ No newline at end of file +When they scan their barcode, the cashier will be switched to that user. + +.. seealso:: Barcode nomenclature link later on diff --git a/point_of_sale/advanced/register.rst b/point_of_sale/advanced/register.rst deleted file mode 100644 index 6434e5cac..000000000 --- a/point_of_sale/advanced/register.rst +++ /dev/null @@ -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` \ No newline at end of file diff --git a/point_of_sale/advanced/reprint.rst b/point_of_sale/advanced/reprint.rst index dbfcd5049..66ac39311 100644 --- a/point_of_sale/advanced/reprint.rst +++ b/point_of_sale/advanced/reprint.rst @@ -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` diff --git a/point_of_sale/analyze/media/statistics01.png b/point_of_sale/analyze/media/statistics01.png index 6582e82da..b63a3a06b 100644 Binary files a/point_of_sale/analyze/media/statistics01.png and b/point_of_sale/analyze/media/statistics01.png differ diff --git a/point_of_sale/analyze/media/statistics02.png b/point_of_sale/analyze/media/statistics02.png index b31e5c4c3..9affa6628 100644 Binary files a/point_of_sale/analyze/media/statistics02.png and b/point_of_sale/analyze/media/statistics02.png differ diff --git a/point_of_sale/analyze/media/statistics03.png b/point_of_sale/analyze/media/statistics03.png deleted file mode 100644 index b31e5c4c3..000000000 Binary files a/point_of_sale/analyze/media/statistics03.png and /dev/null differ diff --git a/point_of_sale/analyze/media/statistics04.png b/point_of_sale/analyze/media/statistics04.png deleted file mode 100644 index a5acd5550..000000000 Binary files a/point_of_sale/analyze/media/statistics04.png and /dev/null differ diff --git a/point_of_sale/analyze/media/statistics05.png b/point_of_sale/analyze/media/statistics05.png deleted file mode 100644 index 5ef3b7e35..000000000 Binary files a/point_of_sale/analyze/media/statistics05.png and /dev/null differ diff --git a/point_of_sale/analyze/statistics.rst b/point_of_sale/analyze/statistics.rst index fd42a778b..b2fae6040 100644 --- a/point_of_sale/analyze/statistics.rst +++ b/point_of_sale/analyze/statistics.rst @@ -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 diff --git a/point_of_sale/overview.rst b/point_of_sale/overview.rst index eabf8fddf..e078a29ad 100644 --- a/point_of_sale/overview.rst +++ b/point_of_sale/overview.rst @@ -7,4 +7,4 @@ Overview overview/start overview/setup - + overview/register diff --git a/point_of_sale/overview/media/register01.png b/point_of_sale/overview/media/register01.png new file mode 100644 index 000000000..1a0a42630 Binary files /dev/null and b/point_of_sale/overview/media/register01.png differ diff --git a/point_of_sale/overview/media/register02.png b/point_of_sale/overview/media/register02.png new file mode 100644 index 000000000..bd7e3bce4 Binary files /dev/null and b/point_of_sale/overview/media/register02.png differ diff --git a/point_of_sale/overview/media/register03.png b/point_of_sale/overview/media/register03.png new file mode 100644 index 000000000..a4f1cf9fb Binary files /dev/null and b/point_of_sale/overview/media/register03.png differ diff --git a/point_of_sale/overview/media/start01.png b/point_of_sale/overview/media/start01.png index b3272b478..1e80e4695 100644 Binary files a/point_of_sale/overview/media/start01.png and b/point_of_sale/overview/media/start01.png differ diff --git a/point_of_sale/overview/media/start02.png b/point_of_sale/overview/media/start02.png index f2116014d..e4bfbaab5 100644 Binary files a/point_of_sale/overview/media/start02.png and b/point_of_sale/overview/media/start02.png differ diff --git a/point_of_sale/overview/media/start03.png b/point_of_sale/overview/media/start03.png index 18ce77e92..98d0ec1d3 100644 Binary files a/point_of_sale/overview/media/start03.png and b/point_of_sale/overview/media/start03.png differ diff --git a/point_of_sale/overview/media/start04.png b/point_of_sale/overview/media/start04.png index c80ea5eff..3107c5347 100644 Binary files a/point_of_sale/overview/media/start04.png and b/point_of_sale/overview/media/start04.png differ diff --git a/point_of_sale/overview/media/start05.png b/point_of_sale/overview/media/start05.png index 28165f2f3..23a56a74b 100644 Binary files a/point_of_sale/overview/media/start05.png and b/point_of_sale/overview/media/start05.png differ diff --git a/point_of_sale/overview/media/start06.png b/point_of_sale/overview/media/start06.png index e98dfcd43..c2f27f6d1 100644 Binary files a/point_of_sale/overview/media/start06.png and b/point_of_sale/overview/media/start06.png differ diff --git a/point_of_sale/overview/media/start07.png b/point_of_sale/overview/media/start07.png index a7206abfe..fc563e8d2 100644 Binary files a/point_of_sale/overview/media/start07.png and b/point_of_sale/overview/media/start07.png differ diff --git a/point_of_sale/overview/media/start08.png b/point_of_sale/overview/media/start08.png index b9d8774bf..1ae55d9fe 100644 Binary files a/point_of_sale/overview/media/start08.png and b/point_of_sale/overview/media/start08.png differ diff --git a/point_of_sale/overview/media/start09.png b/point_of_sale/overview/media/start09.png index 5c5c3003f..989c4e428 100644 Binary files a/point_of_sale/overview/media/start09.png and b/point_of_sale/overview/media/start09.png differ diff --git a/point_of_sale/overview/media/start10.png b/point_of_sale/overview/media/start10.png deleted file mode 100644 index a1b7f94f9..000000000 Binary files a/point_of_sale/overview/media/start10.png and /dev/null differ diff --git a/point_of_sale/overview/media/start11.png b/point_of_sale/overview/media/start11.png deleted file mode 100644 index f89057446..000000000 Binary files a/point_of_sale/overview/media/start11.png and /dev/null differ diff --git a/point_of_sale/overview/register.rst b/point_of_sale/overview/register.rst new file mode 100644 index 000000000..b1fc01cbe --- /dev/null +++ b/point_of_sale/overview/register.rst @@ -0,0 +1,30 @@ +================== +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/point_of_sale/overview/setup.rst b/point_of_sale/overview/setup.rst index 082d331ea..a2026e1f9 100644 --- a/point_of_sale/overview/setup.rst +++ b/point_of_sale/overview/setup.rst @@ -16,7 +16,7 @@ You will need : * The POSBox * A 2A Power adapter * A computer or tablet with an up-to-date web browser -* A running SaaS or Odoo instance with the Point of Sale installed +* A running SaaS or Odoo database with the Point of Sale installed * A local network set up with DHCP (this is the default setting) * An Epson USB TM-T20 Printer or another ESC/POS compatible printer (officially supported printers are listed at the `POS Hardware page @@ -80,8 +80,8 @@ Setup the Point of Sale ~~~~~~~~~~~~~~~~~~~~~~~~ To setup the POSBox in the Point of Sale go to :menuselection:`Point -of Sale --> Configuration --> Settings` and select your Point of -Sale. Scroll down to the ``Hardware Proxy / POSBox`` section and +of Sale --> Configuration --> Point of Sale` and select your Point of +Sale. Scroll down to the ``PoSBox / Hardware Proxy`` section and activate the options for the hardware you want to use through the POSBox. Specifying the IP of the POSBox is recommended (it is printed on the receipt that gets printed after booting up the POSBox). When @@ -176,9 +176,9 @@ Image building process ---------------------- We generate the official POSBox images using the scripts in -https://github.com/odoo/odoo/tree/8.0/addons/point_of_sale/tools/posbox. More +https://github.com/odoo/odoo/tree/11.0/addons/point_of_sale/tools/posbox. More specifically, we run -`posbox_create_image.sh `_. +`posbox_create_image.sh `_. This builds an image called ``posbox.img``, which we zip and upload to `nightly.odoo.com `_ for users to download. diff --git a/point_of_sale/overview/start.rst b/point_of_sale/overview/start.rst index 07f28f64b..66be313d6 100644 --- a/point_of_sale/overview/start.rst +++ b/point_of_sale/overview/start.rst @@ -5,14 +5,14 @@ Getting started with Odoo Point of Sale Overview ======== -Odoo's online **Point of Sale** application is based on a simple, user -friendly interface. The **Point of Sale** application can be used online or +Odoo's online Point of Sale application is based on a simple, user +friendly interface. The Point of Sale application can be used online or offline on iPads, Android tablets or laptops. -Odoo **Point of Sale** is fully integrated with the **Inventory** and the -**Accounting** applications. Any transaction with your point of sale will -automatically be registered in your inventory management and accounting -and, even in your **CRM** as the customer can be identified from the app. +Odoo Point of Sale is fully integrated with the Inventory and Accounting +applications. Any transaction in your point of sale will be +automatically registered in your stock and accounting entries but also +in your CRM as the customer can be identified from the app. You will be able to run real time statistics and consolidations across all your shops without the hassle of integrating several external @@ -21,138 +21,110 @@ applications. Configuration ============= -Install the Point of Sale Application +Install the Point of Sale application ------------------------------------- -Start by installing the **Point of Sale** application. Go to -:menuselection:`Apps` and install the **Point of Sale** application. +Go to Apps and install the Point of Sale application. .. image:: media/start01.png - :align: center - -Do not forget to install an accounting **chart of account**. If it is not -done, go to the **Invoicing/Accounting** application and click on **Browse -available countries**: - -.. image:: media/start02.png - :align: center - -Then choose the one you want to install. - -When it is done, you are all set to use the point of sale. - -Adding Products ---------------- - -To add products from the point of sale **Dashboard** go to -:menuselection:`Orders --> Products` and click on **Create**. - -The first example will be oranges with a price of ``3€/kg``. In the **Sales** -tab, you can see the point of sale configuration. There, you can set a -product category, specify that the product has to be weighted or not and -ensure that it will be available in the point of sale. - -.. image:: media/start03.png - :align: center - -In same the way, you can add lemons, pumpkins, red onions, bananas... in -the database. + :align: center .. tip:: - How to easily manage categories? + If you are using Odoo Accounting, do not forget to install a chart of + accounts if it's not already done. This can be achieved in the + accounting settings. - If you already have a database with your products, you can easily set a - **Point of Sale Category** by using the Kanban view and by grouping the - products by **Point of Sale Category**. +Make products available in the Point of Sale +-------------------------------------------- + +To make products available for sale in the Point of Sale, open a +product, go in the tab Sales and tick the box "Available in Point of +Sale". + +.. image:: media/start02.png + :align: center + +.. tip:: + You can also define there if the product has to be weighted with a + scale. + +Configure your payment methods +------------------------------ + +To add a new payment method for a Point of Sale, go to +:menuselection:`Point of Sale --> Configuration --> Point of Sale --> Choose +a Point of Sale --> Go to the Payments section` and click on the link +"Payment Methods". + +.. image:: media/start03.png + :align: center + +Now, you can create new payment methods. Do not forget to tick the box +"Use in Point of Sale". .. image:: media/start04.png - :align: center + :align: center -Configuring a payment method ----------------------------- - -To configure a new payment method go to -:menuselection:`Configuration --> Payment methods` -and click on **Create**. +Once your payment methods are created, you can decide in which Point of +Sale you want to make them available in the Point of Sale configuration. .. image:: media/start05.png - :align: center + :align: center -After you set up a name and the type of payment method, you can go to -the point of sale tab and ensure that this payment method has been -activated for the point of sale. +Configure your Point of Sale +---------------------------- -Configuring your points of sales --------------------------------- +Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` +and select the Point of Sale you want to configure. From this menu, you +can edit all the settings of your Point of Sale. -Go to :menuselection:`Configuration --> Point of Sale`, -click on the ``main`` point of sale. Edit the point of sale -and add your custom payment method into the available payment methods. - -.. image:: media/start06.png - :align: center - -You can configure each point of sale according to your hardware, -location,... - -.. demo:fields:: point_of_sale.action_pos_config_pos - -Now you are ready to make your first steps with your point of sale. - -First Steps in the Point of Sale -================================ +Create your first PoS session +============================= Your first order ---------------- -On the dashboard, you can see your points of sales, click on **New -session**: +You are now ready to make your first sales through the PoS. From the PoS +dashboard, you see all your points of sale and you can start a new +session. + +.. image:: media/start06.png + :align: center + +You now arrive on the PoS interface. .. image:: media/start07.png - :align: center + :align: center -You will get the main point of sale interface: +Once an order is completed, you can register the payment. All the +available payment methods appear on the left of the screen. Select the +payment method and enter the received amount. You can then validate the +payment. + +You can register the next orders. + +Close the PoS session +--------------------- + +At the end of the day, you will close your PoS session. For this, click +on the close button that appears on the top right corner and confirm. +You can now close the session from the dashboard. .. image:: media/start08.png - :align: center + :align: center -On the right you can see the products list 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. +.. tip:: + It's strongly advised to close your PoS session at the end of each day. -Payment -------- - -Once the order is completed, click on **Payment**. You can choose the -customer payment method. In this example, the customer owes you ``10.84 €`` -and pays with a ``20 €`` note. When it's done, click on **Validate**. +You will then see a summary of all transactions per payment method. .. image:: media/start09.png - :align: center + :align: center -Your ticket is printed and you are now ready to make your second order. +You can click on a line of that summary to see all the orders that have +been paid by this payment method during that PoS session. -Closing a session ------------------ +If everything is correct, you can validate the PoS session and post the +closing entries. -At the end of the day, to close the session, click on the **Close** button -on the top right. Click again on the close button of the point of sale. -On this page, you will see a summary of the transactions - -.. image:: media/start10.png - :align: center - -If you click on a payment method line, the journal of this method -appears containing all the transactions performed. - -.. image:: media/start11.png - :align: center - -Now, you only have to validate and close the session. - -.. seealso:: - * :doc:`../shop/cash_control` - * :doc:`../shop/invoice` - * :doc:`../shop/refund` - * :doc:`../shop/seasonal_discount` \ No newline at end of file +It's done, you have now closed your first PoS session. diff --git a/point_of_sale/restaurant.rst b/point_of_sale/restaurant.rst index 0001ccd50..218bd97b5 100644 --- a/point_of_sale/restaurant.rst +++ b/point_of_sale/restaurant.rst @@ -8,7 +8,8 @@ Advanced Restaurant Features restaurant/setup restaurant/table restaurant/split - restaurant/print + restaurant/bill_printing + restaurant/kitchen_printing restaurant/tips restaurant/transfer restaurant/multi_orders \ No newline at end of file diff --git a/point_of_sale/restaurant/bill_printing.rst b/point_of_sale/restaurant/bill_printing.rst new file mode 100644 index 000000000..1187564c0 --- /dev/null +++ b/point_of_sale/restaurant/bill_printing.rst @@ -0,0 +1,29 @@ +============== +Print the Bill +============== + +Use the *Bill Printing* feature to print the bill before the payment. +This is useful if the bill is still subject to evolve and is thus not +the definitive ticket. + +Configure Bill Printing +======================= + +To activate *Bill Printing*, go to :menuselection:`Point of Sales --> +Configuration --> Point of sale` and select your PoS interface. + +Under the Bills & Receipts category, you will find *Bill Printing* +option. + +.. image:: media/bill_printing01.png + :align: center + +Split a Bill +============ + +On your PoS interface, you now have a *Bill* button. + +.. image:: media/bill_printing02.png + :align: center + +When you use it, you can then print the bill. diff --git a/point_of_sale/restaurant/kitchen_printing.rst b/point_of_sale/restaurant/kitchen_printing.rst new file mode 100644 index 000000000..67fe67b4b --- /dev/null +++ b/point_of_sale/restaurant/kitchen_printing.rst @@ -0,0 +1,43 @@ +================================== +Print orders at the kitchen or bar +================================== + +To ease the workflow between the front of house and the back of the +house, printing the orders taken on the PoS interface right in the +kitchen or bar can be a tremendous help. + +Activate the bar/kitchen printer +================================ + +To activate the *Order printing* feature, go to :menuselection:`Point +of Sales --> Configuration --> Point of sale` and select your PoS +interface. + +Under the Bills & Receipts category, you will find *Order Printers*. + +Add a printer +============= + +In your configuration menu you will now have a *Order Printers* option +where you can add the printer. + +.. image:: media/kitchen_printing01.png + :align: center + +Print a kitchen/bar order +========================= + +.. image:: media/kitchen_printing02.png + :align: center + +Select or create a printer. + +Print the order in the kitchen/bar +================================== + +On your PoS interface, you now have a *Order* button. + +.. image:: media/kitchen_printing03.png + :align: center + +When you press it, it will print the order on your kitchen/bar printer. diff --git a/point_of_sale/restaurant/media/bill_printing01.png b/point_of_sale/restaurant/media/bill_printing01.png new file mode 100644 index 000000000..18101c7d4 Binary files /dev/null and b/point_of_sale/restaurant/media/bill_printing01.png differ diff --git a/point_of_sale/restaurant/media/bill_printing02.png b/point_of_sale/restaurant/media/bill_printing02.png new file mode 100644 index 000000000..962c3c5d7 Binary files /dev/null and b/point_of_sale/restaurant/media/bill_printing02.png differ diff --git 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/dev/null differ diff --git a/point_of_sale/restaurant/media/transfer04.png b/point_of_sale/restaurant/media/transfer04.png deleted file mode 100644 index 60d8ea2c0..000000000 Binary files a/point_of_sale/restaurant/media/transfer04.png and /dev/null differ diff --git a/point_of_sale/restaurant/media/transfer05.png b/point_of_sale/restaurant/media/transfer05.png deleted file mode 100644 index 0a5666eee..000000000 Binary files a/point_of_sale/restaurant/media/transfer05.png and /dev/null differ diff --git a/point_of_sale/restaurant/multi_orders.rst b/point_of_sale/restaurant/multi_orders.rst index d6dd536db..78471b528 100644 --- a/point_of_sale/restaurant/multi_orders.rst +++ b/point_of_sale/restaurant/multi_orders.rst @@ -1,36 +1,21 @@ -=============================================== -How to register multiple orders simultaneously? -=============================================== +======================== +Register multiple orders +======================== -Register simultaneous orders +The Odoo Point of Sale App allows you to register multiple orders +simultaneously giving you all the flexibility you need. + +Register an additional order ============================ -On the main screen, just tap on the **+** on the top of the screen to -register another order. The current orders remain opened until the -payment is done or the order is cancelled. +When you are registering any order, you can use the *+* button to add +a new order. + +You can then move between each of your orders and process the payment +when needed. .. image:: media/multi_orders01.png :align: center -Switch from one order to another -================================ - -Simply click on the number of the order. - -.. image:: media/multi_orders02.png - :align: center - -Cancel an order -=============== - -If you made a mistake or if the order is cancelled, just click on the **-** -button. A message will appear to confirm the order deletion. - -.. image:: media/multi_orders03.png - :align: center - - -.. seealso:: - * :doc:`../advanced/register` - * :doc:`../advanced/reprint` - * :doc:`transfer` +By using the *-* button, you can remove the order you are currently +on. diff --git a/point_of_sale/restaurant/print.rst b/point_of_sale/restaurant/print.rst deleted file mode 100644 index 1acff0f7d..000000000 --- a/point_of_sale/restaurant/print.rst +++ /dev/null @@ -1,72 +0,0 @@ -=========================================== -How to handle kitchen & bar order printing? -=========================================== - -Configuration -============= - -From the dashboard click on :menuselection:`More --> Settings`: - -.. image:: media/print01.png - :align: center - -Under the **Bar & Restaurant** section, tick **Bill Printing**. - -.. image:: media/print02.png - :align: center - -In order printers, click on **add an item** and then **Create**. - -.. image:: media/print03.png - :align: center - -Set a printer **Name**, its **IP address** and the **Category** -of product you want to print on this printer. The category -of product is useful to print the order for the kitchen. - -.. image:: media/print04.png - :align: center - -Several printers can be added this way - -.. image:: media/print05.png - :align: center - -Now when you register an order, products will be automatically -printed on the correct printer. - -Print a bill before the payment -=============================== - -On the main screen, click on the **Bill** button. - -.. image:: media/print06.png - :align: center - -Finally click on **Print**. - -.. image:: media/print07.png - :align: center - -Click on **Ok** once it is done. - -Print the order (kitchen printing) -================================== - -This is different than printing the bill. It only prints the list of the -items. - -Click on **Order**, it will automatically be printed. - -.. image:: media/print08.png - :align: center - -.. note:: - The printer is automatically chosen according to the products - categories set on it. - -.. seealso:: - * :doc:`../shop/cash_control` - * :doc:`../shop/invoice` - * :doc:`../shop/refund` - * :doc:`../shop/seasonal_discount` diff --git a/point_of_sale/restaurant/setup.rst b/point_of_sale/restaurant/setup.rst index dc9692d98..d45f6d128 100644 --- a/point_of_sale/restaurant/setup.rst +++ b/point_of_sale/restaurant/setup.rst @@ -1,40 +1,31 @@ -====================================== -How to setup Point of Sale Restaurant? -====================================== +======================== +Setup PoS Restaurant/Bar +======================== -Go to the **Point of Sale** application, -:menuselection:`Configuration --> Settings` +Food and drink businesses have very specific needs that the Odoo Point +of Sale application can help you to fulfill. + +Configuration +============= + +To activate the *Bar/Restaurant* features, go to +:menuselection:`Point of Sales --> Configuration --> Point of sale` and +select your PoS interface. + +Select *Is a Bar/Restaurant* .. image:: media/setup01.png :align: center -Enable the option **Restaurant: activate table management** and -click on **Apply**. +You now have various specific options to help you setup your point of +sale. You can see those options have a small knife and fork logo next to +them. .. image:: media/setup02.png :align: center -Then go back to the **Dashboard**, on the point of sale you want to use in -restaurant mode, click on :menuselection:`More --> Settings`. - .. image:: media/setup03.png :align: center -Under the **Restaurant Floors** section, click on **add an item** -to insert a floor and to set your PoS in restaurant mode. - .. image:: media/setup04.png :align: center - -Insert a floor name and assign the floor to your point of sale. - -.. image:: media/setup05.png - :align: center - -Click on **Save & Close** and then on **Save**. -Congratulations, your point of sale is -now in Restaurant mode. The first time you start a session, you will -arrive on an empty map. - -.. seealso:: - * :doc:`table` diff --git a/point_of_sale/restaurant/split.rst b/point_of_sale/restaurant/split.rst index cbe239b5e..08c5301cc 100644 --- a/point_of_sale/restaurant/split.rst +++ b/point_of_sale/restaurant/split.rst @@ -1,84 +1,34 @@ -========================== -How to handle split bills? -========================== +============================= +Offer a bill-splitting option +============================= + +Offering an easy bill splitting solution to your customers will leave +them with a positive experience. That's why this feature is available +out-of-the-box in the Odoo Point of Sale application. Configuration ============= -Split bills only work for point of sales that are in **restaurant** mode. +To activate the *Bill Splitting* feature, go to :menuselection:`Point +of Sales --> Configuration --> Point of sale` and select your PoS +interface. -From the dashboard click on :menuselection:`More --> Settings`: +Under the Bills & Receipts category, you will find the Bill Splitting +option. .. image:: media/split01.png :align: center -In the settings tick the option **Bill Splitting**. +Split a bill +============ + +In your PoS interface, you now have a *Split* button. .. image:: media/split02.png :align: center -Register an order -================= - -From the dashboard, click on **New Session**. +When you use it, you will be able to select what that guest should had +and process the payment, repeating the process for each guest. .. image:: media/split03.png :align: center - -Choose a table and start registering an order. - -.. image:: media/split04.png - :align: center - -When customers want to pay and split the bill, there are two ways to -achieve this: - -- based on the total - -- based on products - -.. image:: media/split05.png - :align: center - -Splitting based on the total ----------------------------- - -Just click on **Payment**. You only have to insert the money tendered by -each customer. - -Click on the payment method (cash, credit card,...) and enter the -amount. Repeat it for each customer. - -.. image:: media/split06.png - :align: center - -When it's done, click on validate. This is how to split the bill based -on the total amount. - -Split the bill based on products --------------------------------- - -On the main view, click on **Split** - -.. image:: media/split07.png - :align: center - -Select the products the first customer wants to pay and click on **Payment** - -.. image:: media/split08.png - :align: center - -You get the total, process the payment and click on **Validate** - -.. image:: media/split09.png - :align: center - -Follow the same procedure for the next customer of the same table. - -When all the products have been paid you go back to the table map. - -.. seealso:: - * :doc:`../shop/cash_control` - * :doc:`../shop/invoice` - * :doc:`../shop/refund` - * :doc:`../shop/seasonal_discount` diff --git a/point_of_sale/restaurant/table.rst b/point_of_sale/restaurant/table.rst index a78e3023b..db925a9b9 100644 --- a/point_of_sale/restaurant/table.rst +++ b/point_of_sale/restaurant/table.rst @@ -1,81 +1,48 @@ -================================ -How to configure your table map? -================================ +=============================== +Configure your table management +=============================== -Make your table map -=================== +Once your point of sale has been configured for bar/restaurant usage, +select *Table Management* in :menuselection:`Point of Sales --> Configuration --> Point of sale`.. -Once your point of sale has been configured for restaurant usage, click -on **New Session**: +Add a floor +=========== + +When you select *Table management* you can manage your floors by +clicking on *Floors* .. image:: media/table01.png :align: center -This is your main floor, it is empty for now. Click on the **+** icon to -add a table. +Add tables +========== + +From your PoS interface, you will now see your floor(s). .. image:: media/table02.png :align: center -Drag and drop the table to change its position. Once you click on it, -you can edit it. - -Click on the corners to change the size. +When you click on the pencil you will enter into edit mode, which will +allow you to create tables, move them, modify them, ... .. image:: media/table03.png :align: center -The number of seats can be set by clicking on this icon: +In this example I have 2 round tables for six and 2 square tables for +four, I color coded them to make them easier to find, you can also +rename them, change their shape, size, the number of people they hold as +well as duplicate them with the handy tool bar. + +Once your floor plan is set, you can close the edit mode. + +Register your table(s) orders +============================= + +When you select a table, you will be brought to your usual interface to +register an order and payment. + +You can quickly go back to your floor plan by selecting the floor button +and you can also transfer the order to another table. .. image:: media/table04.png :align: center - -The table name can be edited by clicking on this icon: - -.. image:: media/table05.png - :align: center - -You can switch from round to square table by clicking on this icon: - -.. image:: media/table06.png - :align: center - -The color of the table can modify by clicking on this icon : - -.. image:: media/table07.png - :align: center - -This icon allows you to duplicate the table: - -.. image:: media/table08.png - :align: center - -To drop a table click on this icon: - -.. image:: media/table09.png - :align: center - -Once your plan is done click on the pencil to leave the edit mode. The -plan is automatically saved. - -.. image:: media/table10.png - :align: center - -Register your orders -==================== - -Now you are ready to make your first order. You just have to click on a -table to start registering an order. - -You can come back at any time to the map by clicking on the floor name : - -.. image:: media/table11.png - :align: center - -Edit a table map -================ - -On your map, click on the pencil icon to go in edit mode : - -.. image:: media/table12.png - :align: center diff --git a/point_of_sale/restaurant/tips.rst b/point_of_sale/restaurant/tips.rst index 1cb544efe..8ad085a73 100644 --- a/point_of_sale/restaurant/tips.rst +++ b/point_of_sale/restaurant/tips.rst @@ -1,46 +1,34 @@ -=================== -How to handle tips? -=================== +=================================== +Integrate a tip option into payment +=================================== -Configuration -============= +As it is customary to tip in many countries all over the world, it is +important to have the option in your PoS interface. -From the dashboard, click on :menuselection:`More --> Settings`. +Configure Tipping +================= + +To activate the *Tips* feature, go to :menuselection:`Point of Sales +--> Configuration --> Point of sale` and select your PoS. + +Under the Bills & Receipts category, you will find *Tips*. Select it +and create a *Tip Product* such as *Tips* in this case. .. image:: media/tips01.png :align: center -Add a product for the tip. +Add Tips to the bill +==================== -.. image:: media/tips02.png +Once on the payment interface, you now have a new *Tip* button + +.. image:: media/tips01.png :align: center -In the tip product page, be sure to set a sale price of ``0€`` -and to remove all the taxes in the accounting tab. - -.. image:: media/tips03.png +.. image:: media/tips01.png :align: center -Adding a tip -============ +Add the tip your customer wants to leave and process to the payment. -On the payment page, tap on **Tip** - -.. image:: media/tips04.png +.. image:: media/tips01.png :align: center - -Tap down the amount of the tip: - -.. image:: media/tips05.png - :align: center - -The total amount has been updated and you can now register the payment. - -.. image:: media/tips06.png - :align: center - -.. seealso:: - * :doc:`../shop/cash_control` - * :doc:`../shop/invoice` - * :doc:`../shop/refund` - * :doc:`../shop/seasonal_discount` \ No newline at end of file diff --git a/point_of_sale/restaurant/transfer.rst b/point_of_sale/restaurant/transfer.rst index b1b613af7..bd9815ae7 100644 --- a/point_of_sale/restaurant/transfer.rst +++ b/point_of_sale/restaurant/transfer.rst @@ -1,38 +1,22 @@ -====================================== -How to transfer a customer from table? -====================================== +================================= +Transfer customers between tables +================================= -This only work for Point of Sales that are configured in restaurant -mode. +If your customer(s) want to change table after they have already placed +an order, Odoo can help you to transfer the customers and their order to +their new table, keeping your customers happy without making it +complicated for you. -From the dashboard, click on **New Session**. +Transfer customer(s) +==================== + +Select the table your customer(s) is/are currently on. .. image:: media/transfer01.png :align: center -Choose a table, for example table ``T1`` and start registering an order. +You can now transfer the customers, simply use the transfer button and +select the new table .. image:: media/transfer02.png :align: center - -Register an order. For some reason, customers want to move to table ``T9``. -Click on **Transfer**. - -.. image:: media/transfer03.png - :align: center - -Select to which table you want to transfer customers. - -.. image:: media/transfer04.png - :align: center - -You see that the order has been added to the table ``T9`` - -.. image:: media/transfer05.png - :align: center - -.. seealso:: - * :doc:`../shop/cash_control` - * :doc:`../shop/invoice` - * :doc:`../shop/refund` - * :doc:`../shop/seasonal_discount` \ No newline at end of file diff --git a/point_of_sale/shop/cash_control.rst b/point_of_sale/shop/cash_control.rst index 454f91447..dc7ebfa34 100644 --- a/point_of_sale/shop/cash_control.rst +++ b/point_of_sale/shop/cash_control.rst @@ -1,98 +1,63 @@ -=========================== -How to set up cash control? -=========================== +==================================== +Set-up Cash Control in Point of Sale +==================================== -Cash control permits you to check the amount of the cashbox at the -opening and closing. +Cash control allows you to check the amount of the cashbox at the +opening and closing. You can thus make sure no error has been made and +that no cash is missing. -Configuring cash control -======================== +Activate Cash Control +===================== -On the **Point of Sale** dashboard, -click on :menuselection:`More --> Settings`. +To activate the *Cash Control* feature, go to :menuselection:`Point +of Sales --> Configuration --> Point of sale` and select your PoS +interface. + +Under the payments category, you will find the cash control setting. .. image:: media/cash_control01.png :align: center -On this page, scroll and tick the the option **Cash Control**. +In this example, you can see I want to have 275$ in various denomination +at the opening and closing. + +When clicking on *->Opening/Closing Values* you will be able to create +those values. .. image:: media/cash_control02.png :align: center -Starting a session -================== +Start a session +=============== -On your point of sale dashboard click on **new session**: +You now have a new button added when you open a session, *Set opening +Balance* .. image:: media/cash_control03.png :align: center -Before launching the point of sale interface, you get the open control -view. Click on set an opening balance to introduce the amount in the -cashbox. - .. image:: media/cash_control04.png :align: center -Here you can insert the value of the coin or bill, and the amount present in -the cashbox. The system sums up the total, in this example we have -``86,85€`` in the cashbox. Click on **confirm**. +By default it will use the values you added before, but you can always +modify it. + +Close a session +=============== + +When you want to close your session, you now have a *Set Closing +Balance* button as well. + +You can then see the theoretical balance, the real closing balance (what +you have just counted) and the difference between the two. .. image:: media/cash_control05.png :align: center -You can see that the opening balance has changed and when you click on -**Open Session** you will get the main point of sale interface. - -Register a sale -=============== +If you use the *Take Money Out* option to take out your transactions +for this session, you now have a zero-sum difference and the same +closing balance as your opening balance. You cashbox is ready for the +next session. .. image:: media/cash_control06.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 -======= - -Once the order is completed, click on **Payment**. You can choose the -customer payment method. In this example, the customer owes you ``10.84€`` -and pays with a ``20€`` note. When it's done, click on **Validate**. - -.. image:: media/cash_control07.png - :align: center - -Your ticket is printed and you are now ready to make your second order. - -Closing a session -================= - -At the time of closing the session, click on the **Close** button on the top -right. Click again on the **Close** button to exit the point of sale interface. -On this page, you will see a summary of the transactions. At this moment you can -take the money out. - -.. image:: media/cash_control08.png - :align: center - -For instance you want to take your daily transactions out of your -cashbox. - -.. image:: media/cash_control09.png - :align: center - -Now you can see that the theoretical closing balance has been updated -and it only remains you to count your cashbox to set a closing balance. - -.. image:: media/cash_control10.png - :align: center - -You can now validate the closing. - -.. seealso:: - * :doc:`invoice` - * :doc:`refund` - * :doc:`seasonal_discount` \ No newline at end of file diff --git a/point_of_sale/shop/invoice.rst b/point_of_sale/shop/invoice.rst index 522bd6693..6b0b819b4 100644 --- a/point_of_sale/shop/invoice.rst +++ b/point_of_sale/shop/invoice.rst @@ -1,117 +1,60 @@ -====================================== -How to invoice from the POS interface? -====================================== +============================== +Invoice from the PoS interface +============================== -Register an order -================= +Some of your customers might request an invoice when buying from your +Point of Sale, you can easily manage it directly from the PoS interface. -On the **Dashboard**, you can see your points of sales, click on **New -session**: +Activate invoicing +================== + +Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` +and select your Point of Sale: .. image:: media/invoice01.png :align: center -You are on the ``main`` point of sales view : +Under the *Bills & Receipts* you will see the invoicing option, tick +it. Don't forget to choose in which journal the invoices should be +created. .. image:: media/invoice02.png :align: center -On the right you can see the list of your products with the categories -on the top. Switch categories by clicking on it. +Select a customer +================= -If you click on a product, it will be added in your cart. You can -directly set the correct **Quantity/Weight** by typing it on the keyboard. - -Add a customer -============== - -By selecting in the customer list ---------------------------------- - -On the main view, click on **Customer** (above **Payment**): +From your session interface, use the customer button .. image:: media/invoice03.png :align: center -You must set a customer in order to be able to issue an invoice. +You can then either select an existing customer and set it as your +customer or create a new one by using this button. .. image:: media/invoice04.png :align: center -You can search in the list of your customers or create new ones by -clicking on the icon. +You will be invited to fill out the customer form with its information. + +Invoice your customer +===================== + +From the payment screen, you now have an invoice option, use the button +to select it and validate. .. image:: media/invoice05.png :align: center -.. note:: - For more explanation about adding a new customer. Please read the - document :doc:`../advanced/register`. +You can then print the invoice and move on to your next order. -By using a barcode for customer -------------------------------- +Retrieve invoices +----------------- -On the main view, click on **Customer** (above **Payment**): - -.. image:: media/invoice03.png - :align: center - -Select a customer and click on the pencil to edit. - -.. image:: media/invoice09.png - :align: center - -Set a the barcode for customer by scanning it. - -.. image:: media/invoice10.png - :align: center - -Save modifications and now when you scan the customer's barcode, he is assigned -to the order - -.. note:: - Be careful with the **Barcode Nomenclature**. By default, customers' barcodes - have to begin with 042. To check the default barcode nomenclature, go to - :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`. - - .. image:: media/invoice11.png - :align: center - - -Payment and invoicing -===================== - -Once the cart is processed, click on **Payment**. You can choose the -customer payment method. In this example, the customer owes you ``10.84 €`` -and pays with by a ``VISA``. - -Before clicking on **Validate**, you have to click on **Invoice** in order to -create an invoice from this order. +Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top right corner) +you will find all your orders in :menuselection:`Point of Sale --> +Orders --> Orders` and under the status tab you will see which ones have +been invoiced. When clicking on a order you can then access the invoice. .. image:: media/invoice06.png :align: center - -Your invoice is printed and you can continue to make orders. - -Retrieve invoices of a specific customer -======================================== - -To retrieve the customer's invoices, go to the **Sale** application, click -on :menuselection:`Sales --> Customers`. - -On the customer information view, click on the **Invoiced** button : - -.. image:: media/invoice07.png - :align: center - -You will get the list all his invoices. 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a/point_of_sale/shop/media/seasonal_discount09.png and /dev/null differ diff --git a/point_of_sale/shop/refund.rst b/point_of_sale/shop/refund.rst index a1c83822e..652be3c8c 100644 --- a/point_of_sale/shop/refund.rst +++ b/point_of_sale/shop/refund.rst @@ -1,21 +1,21 @@ ================================== -How to return and refund products? +Accept returns and refund products ================================== -To refund a customer, from the PoS main view, you have to insert -negative values. For instance in the last order you count too many -``pumpkins`` and you have to pay back one. +Having a well-thought-out return policy is key to attract - and keep - +your customers. Making it easy for you to accept and refund those +returns is therefore also a key aspect of your *Point of Sale* +interface. + +From your *Point of Sale* interface, select the product your customer +wants to return, use the +/- button and enter the quantity they need to +return. If they need to return multiple products, repeat the process. .. image:: media/refund01.png :align: center -You can see that the total is negative, to end the refund, you only have -to process the payment. +As you can see, the total is in negative, to end the refund you simply +have to process the payment. .. image:: media/refund02.png :align: center - -.. seealso:: - * :doc:`cash_control` - * :doc:`invoice` - * :doc:`seasonal_discount` diff --git a/point_of_sale/shop/seasonal_discount.rst b/point_of_sale/shop/seasonal_discount.rst index 3ce53eb96..33bf428b4 100644 --- a/point_of_sale/shop/seasonal_discount.rst +++ b/point_of_sale/shop/seasonal_discount.rst @@ -1,93 +1,50 @@ -================================================ -How to apply Time-limited or seasonal discounts? -================================================ +============================ +Apply time-limited discounts +============================ + +Entice your customers and increase your revenue by offering time-limited +or seasonal discounts. Odoo has a powerful pricelist feature to support +a pricing strategy tailored to your business. Configuration ============= -To apply time-limited or seasonal discount, use the pricelists. - -You have to create it and to apply it on the point of sale. - -Sales application configuration -------------------------------- - -In the **Sales** application, go to -:menuselection:`Configuration --> Settings`. Tick -**Advanced pricing based on formula**. +To activate the *Pricelists* feature, go to :menuselection:`Point of +Sales --> Configuration --> Point of sale` and select your PoS interface. .. image:: media/seasonal_discount01.png :align: center -Creating a pricelist --------------------- +Choose the pricelists you want to make available in this Point of Sale +and define the default pricelist. You can access all your pricelists by +clicking on *Pricelists*. -Once the setting has been applied, a **Pricelists** section appears under -the configuration menu on the sales application. +Create a pricelist +================== + +By default, you have a *Public Pricelist* to create more, go to +:menuselection:`Point of Sales --> Catalog --> Pricelists` .. image:: media/seasonal_discount02.png :align: center -Click on it, and then on **Create**. +You can set several criterias to use a specific price: periods, min. +quantity (meet a minimum ordered quantity and get a price break), etc. +You can also chose to only apply that pricelist on specific products or +on the whole range. + +Using a pricelist in the PoS interface +====================================== + +You now have a new button above the *Customer* one, use it to +instantly select the right pricelist. .. image:: media/seasonal_discount03.png :align: center -Create a **Pricelist** for your point of sale. Each pricelist can contain -several items with different prices and different dates. It can be done -on all products or only on specific ones. Click on **Add an item**. - -.. image:: media/seasonal_discount04.png - :align: center - -.. demo:fields:: product.product_pricelist_action2 - -For example, the price of the oranges costs ``3€`` but for two days, we want -to give a ``10%`` discount to our PoS customers. - -.. image:: media/seasonal_discount05.png - :align: center - -You can do it by adding the product or its category and applying a -percentage discount. Other price computation can be done for the -pricelist. - -After you save and close, your pricelist is ready to be used. - -.. image:: media/seasonal_discount06.png - :align: center - -Applying your pricelist to the Point of Sale --------------------------------------------- - -From the dashboard, click on :menuselection:`More --> Settings`. - -.. image:: media/seasonal_discount07.png - :align: center - -On the right, you will be able to assign a pricelist. - -.. image:: media/seasonal_discount08.png - :align: center - -.. note:: - You just have to update the pricelist to apply the time-limited - discount(s). - -Register an order -================= - -When you start a new session, you can see that the price have -automatically been updated. - -.. image:: media/seasonal_discount09.png - :align: center +You can see the price is instantly updated to reflect the pricelist. You +can finalize the order in your usual way. .. note:: - When you update a pricelist, you have to close and open the - session. - -.. seealso:: - * :doc:`cash_control` - * :doc:`invoice` - * :doc:`refund` + If you select a customer with a default pricelist, it will be + applied. You can of course change it.