[ADD] pos: how to add/modify customer notes from POS UI

Task ID: 2622090

closes odoo/documentation#4009

X-original-commit: 3a0e23f3f9
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
This commit is contained in:
Loredana Perazzo 2023-03-29 10:27:27 +00:00
parent 072acbac33
commit d629e9a990
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:titlesonly:
overview/getting_started
overview/customer_note
overview/register
overview/https
overview/epos_ssc

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=============
Customer note
=============
The **Customer note** feature allows you to provide customers with further information on a specific
product. For instance, to provide cleaning and maintenance tips. They can also be used to track a
customers particular request, such as not wanting the product to be assembled for them.
Add a customer note
===================
You can add notes directly from an open :ref:`POS session <pos/start-session>`. To do so, click
:guilabel:`Customer Note` on the pad. Doing so opens a pop-up window in which you can add content
for the note.
.. note::
Product notes from an :doc:`imported SO <../shop/sales_order>` are displayed identically in the
cart.
.. image:: customer_notes/customer-notes-ui.png
:align: center
:alt: customer note button and notes (SO and POS session) on products in the cart
Modify a customer note
======================
Select the product from the cart to modify an existing note and click :guilabel:`Customer Note`.
Doing so reopens the previous pop-up window. Alter the text and click :guilabel:`Add`.
Receipts and invoices
=====================
Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
meaning under the related product.
.. image:: customer_notes/notes-receipt.png
:align: center
:alt: customer receipt with notes from an SO and from the customer note feature

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