[IMP] pos: update fiscal positions page

Task ID: 2862506

closes odoo/documentation#3926

X-original-commit: 4a7acf8c02
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Loredana Perazzo 2023-03-24 14:10:45 +00:00
parent 8da868e6f6
commit f3bb0a0431
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Configuration
=============
.. _fiscal_positions/mapping:
Tax and Account Mapping
-----------------------

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============================
Tax rates (fiscal positions)
============================
=================================
Flexible taxes (fiscal positions)
=================================
In Odoo, *Fiscal Positions* let you apply different taxes based on
the customer location. In a *Point of Sale*, such as a restaurant, it can
be used to apply different taxes depending if the customer eats in or
takes away.
When running a business, you may need to apply different taxes and record transactions on various
accounts based on the location and type of business of your customers and providers.
Set up fiscal positions for PoS
===============================
The **fiscal positions** feature enables you to establish rules that automatically select the right
taxes and accounts used for each transaction.
To enable this feature, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
and check *Fiscal Position per Order*. Now, you can choose the fiscal positions
you want for your *PoS*.
.. seealso::
- :doc:`../../../finance/accounting/taxation/taxes/fiscal_positions`
- :doc:`../../../finance/accounting/taxation/taxes/taxes`
.. image:: fiscal_position/fiscal_position_01.png
:align: center
Configuration
=============
To enable the feature, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll
down to the :guilabel:`Accounting` section, and enable :guilabel:`Flexible Taxes`.
Then, set a default fiscal position that should be applied to all sales in the selected POS in the
:guilabel:`Default` field. You can also add more fiscal positions to choose from in the
:guilabel:`Allowed` field.
.. image:: fiscal_position/flexible-taxes-setting.png
:align: center
According to the :doc:`fiscal localization package <../../../finance/fiscal_localizations>`
activated, several fiscal positions are preconfigured and can be set and used in POS. However, you
can also :ref:`create new fiscal positions <fiscal_positions/mapping>`.
.. note::
You need to create your fiscal positions before using this feature.
If you do not set a fiscal position, the tax remains as defined in the **customer taxes** field
on the product form.
Using fiscal positions
======================
Use fiscal positions
====================
Once on your *PoS* interface, click on the *Tax* button.
Now, choose the fiscal position you need for the current order.
Open a :ref:`POS session <pos/start-session>` to use one of the allowed fiscal positions. Then,
click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from
the list. Doing so applies the defined rules automatically to all the products subject to the chosen
fiscal position's regulations.
.. image:: fiscal_position/fiscal_position_02.png
:align: center
Set up a default fiscal position
================================
If you want to use a default fiscal position, meaning that a preexisting value is always
automatically assigned, go to :menuselection:`Point of Sale --> Configuration
--> Point of Sale` and enable *Fiscal Position*. Now, choose one to set as the default one.
.. image:: fiscal_position/fiscal_position_03.png
:align: center
.. image:: fiscal_position/set-tax.png
:align: center
.. note::
Now, the *tax* button is replaced by a *on site* button when on the *PoS* interface.
If a default fiscal position is set, the tax button displays the name of the fiscal position.
.. seealso::
:doc:`../../../finance/accounting/taxation/taxes/fiscal_positions`

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