[IMP] point_of_sale: Update refund.rst and seasonal_discount.rst

This commit is contained in:
Yannick Tivisse 2018-07-20 14:46:59 +02:00
parent cf1ce73d56
commit e27f5d11c3
13 changed files with 42 additions and 85 deletions

Binary file not shown.

Before

Width:  |  Height:  |  Size: 67 KiB

After

Width:  |  Height:  |  Size: 32 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 15 KiB

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 31 KiB

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.2 KiB

After

Width:  |  Height:  |  Size: 26 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.7 KiB

After

Width:  |  Height:  |  Size: 47 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 4.7 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.4 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 3.7 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.3 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.8 KiB

View File

@ -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`

View File

@ -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.