[IMP] pos: update multi employees management
task-3005118 closes odoo/documentation#4558 Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
@ -1,81 +1,75 @@
|
||||
====================
|
||||
Log in with employee
|
||||
====================
|
||||
=========================
|
||||
Multi-employee management
|
||||
=========================
|
||||
|
||||
With Odoo *Point of Sale*, you can manage multiple cashiers. This
|
||||
feature allows you to keep track of who is working, when and how much
|
||||
each cashier made for that session.
|
||||
Odoo Point of Sale allows you to manage access to a specific POS by enabling the **Multi Employees
|
||||
per Session** feature. When activated, :ref:`you can select which users can log into the POS
|
||||
<employee_login/use>` and :ref:`keep track of the employees involved in each order
|
||||
<employee_login/analytics>`.
|
||||
|
||||
There are three ways to switch cashiers in Odoo: by *selecting the
|
||||
cashier*, by *entering a PIN code* or by *scanning a barcode*.
|
||||
.. _employee_login/configuration:
|
||||
|
||||
.. note::
|
||||
To manage multiple cashiers, you need several employees (at least two).
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. _restrict-employee-pos:
|
||||
:ref:`Access the POS settings <configuration/settings>` and select your POS, or click the vertical
|
||||
ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then, enable
|
||||
:guilabel:`Multi Employees per Session`, and add the allowed employees in the :guilabel:`Allowed
|
||||
Employees` field.
|
||||
|
||||
Set up log in with employees
|
||||
============================
|
||||
.. image:: employee_login/setting.png
|
||||
:alt: setting to enable multiple cashiers in POS
|
||||
|
||||
To enable the feature, go to your *PoS settings* and check log in with
|
||||
employees on your *PoS form*. Then, add the employees that have access
|
||||
to the cash register.
|
||||
.. _employee_login/use:
|
||||
|
||||
.. image:: employee_login/multicashiers01.png
|
||||
:align: center
|
||||
Practical application
|
||||
=====================
|
||||
|
||||
Now, you can switch cashier easily.
|
||||
Once the feature is activated, cashiers can log in :ref:`by scanning their badge
|
||||
<employee_login/badge>` or selecting their name from the list of allowed employees to :ref:`open the
|
||||
session <pos/session-start>`.
|
||||
|
||||
Switch without pin codes
|
||||
========================
|
||||
.. image:: employee_login/open-session.png
|
||||
:alt: window to open a session when the multiple cashiers feature is enabled
|
||||
|
||||
The easiest way to switch cashiers is without a code. To do so, click on
|
||||
the cashier name in your PoS interface.
|
||||
To switch to another user :ref:`from an open session <pos/session-start>`, click the employee name
|
||||
at the top-right of the screen and select the employee to swap with from the list.
|
||||
|
||||
.. image:: employee_login/multicashiers02.png
|
||||
:align: center
|
||||
.. image:: employee_login/switch-user.png
|
||||
:alt: button to switch from one cashier to another.
|
||||
|
||||
Now, you just have to click on your name.
|
||||
You can also require your employees to enter a pin code every time they log into a POS to prevent
|
||||
them from logging in as someone else. To define the code, go to the **Employees** app, open the
|
||||
employee form, and click the :guilabel:`HR settings` tab. Then, enter a pin code of your choice in
|
||||
the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` category.
|
||||
|
||||
.. image:: employee_login/multicashiers03.png
|
||||
:align: center
|
||||
.. image:: employee_login/pin-and-badgeid.png
|
||||
:alt: setting on the employee form to assign a badge ID and a PIN code.
|
||||
|
||||
.. _set-pin-code:
|
||||
.. _employee_login/badge:
|
||||
|
||||
Switch cashier with pin codes
|
||||
=============================
|
||||
Log in using badges
|
||||
-------------------
|
||||
|
||||
You can set a pin code on each cashier. To set up a pin code, go to the
|
||||
employee form and add a security PIN, in the *HR settings tab*.
|
||||
For your employees to be able to log in by scanning their badge, they must have a badge ID assigned.
|
||||
To do so, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings`
|
||||
tab. Then, enter the badge ID of your choice in the :guilabel:`Badge ID` field of the
|
||||
:guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`.
|
||||
|
||||
.. image:: employee_login/multicashiers04.png
|
||||
:align: center
|
||||
To switch to another user, lock the session by clicking the lock-shaped icon (:guilabel:`🔓`) at the
|
||||
top-right of the screen and scan your badge.
|
||||
|
||||
Now, when switching cashier, a PIN password will be asked.
|
||||
.. _employee_login/analytics:
|
||||
|
||||
.. image:: employee_login/multicashiers05.png
|
||||
:align: center
|
||||
Analytics
|
||||
=========
|
||||
|
||||
.. _employee-barcode:
|
||||
Once you close and post the POS session, access the comprehensive report to review all session
|
||||
activities, including who initiated the session and who handled specific orders. To access the
|
||||
session's report, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select
|
||||
:guilabel:`Sessions` from the :guilabel:`View` section. Then, select a specific session for more
|
||||
detailed information, and click the :guilabel:`Orders` button to view a list of all orders placed
|
||||
during that session.
|
||||
|
||||
Switch cashier with barcodes
|
||||
============================
|
||||
|
||||
You can ask your employees to log themselves with their badges. To do
|
||||
so, set up a barcode at the same place you add the PIN code. Print the
|
||||
badge and when they will scan it, the cashier will be switched to that
|
||||
employee.
|
||||
|
||||
.. image:: employee_login/multicashiers06.png
|
||||
:align: center
|
||||
|
||||
Find who was the cashier
|
||||
========================
|
||||
|
||||
Once you have closed your *PoS session*, you can have an overview of
|
||||
the amount each cashier sold for. To do so, go to the orders menu.
|
||||
|
||||
.. image:: employee_login/multicashiers07.png
|
||||
:align: center
|
||||
|
||||
Now, you can open the order and have a summary of the sold products.
|
||||
To get an overview of all orders, regardless of the session, click the vertical ellipsis button
|
||||
(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.
|
||||
|
Before Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 3.9 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 4.0 KiB |
Before Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 5.9 KiB |
Before Width: | Height: | Size: 8.4 KiB |
After Width: | Height: | Size: 6.6 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 5.5 KiB |
After Width: | Height: | Size: 2.5 KiB |
@ -58,5 +58,5 @@ Log employees
|
||||
-------------
|
||||
|
||||
You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access
|
||||
<restrict-employee-pos>` to the POS and :ref:`use barcodes to log your employees in
|
||||
<employee-barcode>` your POS.
|
||||
<employee_login/configuration>` to the POS and :ref:`use barcodes to log your employees in
|
||||
<employee_login/badge>` your POS.
|
||||
|