diff --git a/content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst b/content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst index cd0765398..54e34d785 100644 --- a/content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst +++ b/content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst @@ -26,6 +26,8 @@ They can be applied in various ways: Configuration ============= + .. _fiscal_positions/mapping: + Tax and Account Mapping ----------------------- diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst b/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst index a9f7fb995..47c62e81a 100644 --- a/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst +++ b/content/applications/sales/point_of_sale/restaurant/fiscal_position.rst @@ -1,43 +1,51 @@ -============================ -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 `. .. 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 ` 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` diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_01.png b/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_01.png deleted file mode 100644 index 32cc44547..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_01.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_02.png b/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_02.png deleted file mode 100644 index 3b9e1b8d9..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_02.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_03.png b/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_03.png deleted file mode 100644 index 5e6e5a297..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/fiscal_position/fiscal_position_03.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/flexible-taxes-setting.png b/content/applications/sales/point_of_sale/restaurant/fiscal_position/flexible-taxes-setting.png new file mode 100644 index 000000000..761ca814e Binary files /dev/null and b/content/applications/sales/point_of_sale/restaurant/fiscal_position/flexible-taxes-setting.png differ diff --git a/content/applications/sales/point_of_sale/restaurant/fiscal_position/set-tax.png b/content/applications/sales/point_of_sale/restaurant/fiscal_position/set-tax.png new file mode 100644 index 000000000..ddd8a0942 Binary files /dev/null and b/content/applications/sales/point_of_sale/restaurant/fiscal_position/set-tax.png differ