[MOV] pos: restructuration of pos toctree

task-3284514

+ update of access pos settings
Task-3256407

closes odoo/documentation#4239

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo <jcs@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>

content/applications/finance/fiscal_localizations/belgium.rst

@@ -71,9 +71,9 @@ POS.
   - Sell products without a valid VAT number.
   - Use a POS that is not connected to an IoT box.
 
-- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
+- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
-  and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
+  activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
-  :guilabel:`Half-Up`.
+  set as :guilabel:`Half-Up`.
 - Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
   Configuration --> Settings`, and from the :guilabel:`Accounting` section, open the
   :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field.

content/applications/finance/payment_providers/stripe.rst

@@ -10,7 +10,8 @@ Link your Stripe Account with Odoo
 
 .. seealso::
    - :ref:`payment_providers/add_new`
-   - :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment/stripe>`
+   - :doc:`Use a Stripe payment terminal in Point of Sale
+     <../../sales/point_of_sale/payment_methods/terminals/stripe>`
 
 The method to acquire your credentials depends on your hosting type:
 

content/applications/productivity/iot.rst

@@ -12,4 +12,3 @@ Internet of Things (IoT)
 
    iot/config
    iot/devices
-   ../sales/point_of_sale/payment

content/applications/productivity/iot/config/pos.rst

@@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box.
 
 -  **Payment terminal**: The connection process depends on the terminal,
    please refer to the :doc:`payment terminals documentation
-   </applications/sales/point_of_sale/payment>`.
+   </applications/sales/point_of_sale/payment_methods>`.
 
 Once it's done, you can connect the IoT Box to your PoS. For this, go in
 :menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*

content/applications/sales/point_of_sale.rst

@@ -1,24 +1,169 @@
-:nosearch:
 :show-content:
-:hide-page-toc:
 :show-toc:
 
 =============
 Point of Sale
 =============
 
-With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
+With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
-is able to continue working even if you are offline.
+a web browser, even if you are temporarily offline. Product moves are automatically registered in
+your stock, you get real-time statistics, and your data is consolidated across all shops.
 
 .. seealso::
    - `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
    - :doc:`IoT Boxes Documentations </applications/productivity/iot>`
 
+.. _pos/session-start:
+
+Start a session
+===============
+
+From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash
+Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
+Selling` if the session is already opened.
+
+.. note::
+   Multiple users can be connected to the same session at the same time. However, the session can
+   only be opened once on the same browser.
+
+.. _pos/sell:
+
+Sell products
+=============
+
+Click products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter
+the number of products using the keypad. To add a **discount** or modify the product **price**,
+click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
+
+Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
+**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
+:guilabel:`New Order` to move on to the next customer.
+
+.. image:: point_of_sale/pos-interface.png
+   :alt: POS session interface.
+
+.. tip::
+   - You can use both `,` and `.` on your keyboard as decimal separators.
+   - **Cash** is selected by default if you enter the amount without choosing a payment method.
+
+.. _pos/customers:
+
+Register customers
+==================
+
+Registering your customers gives you the ability to grant them various privileges such as discounts,
+loyalty program, specific communication. It is also required if they want an invoice and registering
+them makes any future interaction with them faster.
+
+From your session interface, use the customer button.
+
+.. image:: point_of_sale/customer-button.png
+
+Create a new one by using this button.
+
+.. image:: point_of_sale/customer-add.png
+
+You will be invited to fill out the customer form with their
+information.
+
+.. image:: point_of_sale/customer-form.png
+
+Use the save button when you are done. You can then select that customer
+in any future transactions.
+
+.. _pos/customer-notes:
+
+Customer notes
+==============
+
+You can add **customer notes** about specific products directly from an open :ref:`POS session
+<pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used
+to track a customer's particular request, such as not wanting the product to be assembled for them.
+
+To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up
+window in which you can add or modify content for the note.
+
+.. note::
+   Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
+   identically in the cart.
+
+.. image:: point_of_sale/customer-notes.png
+   :alt: Customer note button and notes (SO and POS session) on products in the cart
+
+Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
+under the related product.
+
+.. image:: point_of_sale/notes-receipt.png
+   :alt: Customer receipt with notes from an SO and from the customer note feature
+
+.. _pos/refund:
+
+Return and refund products
+==========================
+
+To return and refund a product,
+
+#. :ref:`start a session <pos/session-start>` from the **POS dashboard**;
+#. click :guilabel:`Refund` and select the corresponding order;
+#. select the product and the quantity to refund using the keypad;
+#. click :guilabel:`Refund` to go back to the previous screen;
+#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
+#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
+
+.. image:: point_of_sale/refund.png
+   :alt: refund view from a POS
+
+.. note::
+   - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
+     :guilabel:`Customer` using the search bar.
+   - You can also refund a product by selecting the returned product from an open session, and
+     setting a negative quantity that equals the number of returned products. To do so, click
+     :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
+
+.. _pos/session-close:
+
+Close the POS session
+=====================
+
+To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
+opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
+information:
+
+- the number of orders made and the total amount made during the session;
+- the expected amounts grouped by payment method.
+
+Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
+window that computes the total amount in the cash drawer depending on the coins and bills counted
+and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
+computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
+specified in the **Notes** section.
+
+.. image:: point_of_sale/closing-control.png
+   :alt: How to close a POS session.
+
+Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
+the **POS dashboard**.
+
+.. note::
+   - You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
+     clicking :guilabel:`Discard`.
+   - Depending on your setup, you might only be allowed to close a session if the expected cash
+     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
+     :guilabel:`Payments Difference` screen.
+
+.. tip::
+   - It is strongly advised to close your POS session at the end of each day.
+   - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
+     Sessions`.
+
 .. toctree::
    :titlesonly:
 
-   point_of_sale/overview
+   point_of_sale/employee_login
+   point_of_sale/receipts_invoices
+   point_of_sale/configuration
    point_of_sale/shop
    point_of_sale/restaurant
-   point_of_sale/payment
+   point_of_sale/pricing
-   point_of_sale/advanced_pricing_features
+   point_of_sale/payment_methods
+   point_of_sale/reporting

content/applications/sales/point_of_sale/advanced_pricing_features.rst

@@ -1,13 +0,0 @@
-:nosearch:
-
-================
-Pricing Features
-================
-
-.. toctree::
-   :titlesonly:
-
-   advanced_pricing_features/discounts
-   advanced_pricing_features/discount_tags
-   advanced_pricing_features/loyalty
-   advanced_pricing_features/pricelists

content/applications/sales/point_of_sale/configuration.rst

@@ -0,0 +1,54 @@
+:show-content:
+:show-toc:
+
+=============
+Configuration
+=============
+
+.. _configuration/settings:
+
+Access POS settings
+===================
+
+To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
+Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
+configure.
+
+.. image:: configuration/select-pos-dropdown.png
+   :alt: Dropdown menu to select the POS in the app settings
+
+.. note::
+   These settings are available to users with the :doc:`access rights
+   </applications/general/users/manage_users>` :guilabel:`Administration` set as
+   :guilabel:`Settings`.
+
+You can also configure some settings from the dashboard by clicking the vertical ellipsis button
+(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:
+
+- :doc:`Enable multiple employees to log in. <employee_login>`
+- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`
+- :doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`
+
+.. image:: configuration/toggle-settings.png
+   :alt: popup window to access quick settings in POS
+
+.. note::
+   These settings are available to users with the :doc:`access rights
+   </applications/general/users/manage_users>` :guilabel:`Point of Sale` set as
+   :guilabel:`Administrator`.
+
+Make products available
+=======================
+
+To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
+and select a product to open the product form. In the :guilabel:`Sales` tab, enable
+:guilabel:`Available in POS`.
+
+.. image:: configuration/pos-available.png
+   :alt: Making a product available in your POS.
+
+.. toctree::
+   :titlesonly:
+
+   configuration/https
+   configuration/epos_ssc

content/applications/sales/point_of_sale/employee_login.rst

@@ -21,7 +21,7 @@ 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.
 
-.. image:: multicashiers/multicashiers01.png
+.. image:: employee_login/multicashiers01.png
     :align: center
 
 Now, you can switch cashier easily.
@@ -32,12 +32,12 @@ Switch without pin codes
 The easiest way to switch cashiers is without a code. To do so, click on
 the cashier name in your PoS interface.
 
-.. image:: multicashiers/multicashiers02.png
+.. image:: employee_login/multicashiers02.png
     :align: center
 
 Now, you just have to click on your name.
 
-.. image:: multicashiers/multicashiers03.png
+.. image:: employee_login/multicashiers03.png
     :align: center
 
 .. _set-pin-code:
@@ -48,12 +48,12 @@ Switch cashier with pin codes
 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*.
 
-.. image:: multicashiers/multicashiers04.png
+.. image:: employee_login/multicashiers04.png
     :align: center
 
 Now, when switching cashier, a PIN password will be asked.
 
-.. image:: multicashiers/multicashiers05.png
+.. image:: employee_login/multicashiers05.png
     :align: center
 
 .. _employee-barcode:
@@ -66,7 +66,7 @@ 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:: multicashiers/multicashiers06.png
+.. image:: employee_login/multicashiers06.png
     :align: center
 
 Find who was the cashier
@@ -75,7 +75,7 @@ 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:: multicashiers/multicashiers07.png
+.. image:: employee_login/multicashiers07.png
     :align: center
 
 Now, you can open the order and have a summary of the sold products.

content/applications/sales/point_of_sale/overview.rst

@@ -1,14 +0,0 @@
-:nosearch:
-
-========
-Overview
-========
-
-.. toctree::
-   :titlesonly:
-
-   overview/getting_started
-   overview/customer_note
-   overview/register
-   overview/https
-   overview/epos_ssc

content/applications/sales/point_of_sale/overview/customer_note.rst

@@ -1,38 +0,0 @@
-=============
-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
-customer’s 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

content/applications/sales/point_of_sale/overview/getting_started.rst

@@ -1,156 +0,0 @@
-===============
-Getting started
-===============
-
-**Point of Sale** is a fully integrated application that allows you to sell products (online or
-offline) with any device. It also automatically registers product moves in your stock, gives you
-real-time statistics, and consolidations across all shops.
-
-Configuration
-=============
-
-Make products available
------------------------
-
-To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
-and select a product to open the product form. In the :guilabel:`Sales` tab, enable
-:guilabel:`Available in POS`.
-
-.. image:: getting_started/pos-available.png
-   :align: center
-   :alt: Making a product available in your POS.
-
-Configure payment methods
--------------------------
-
-To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
-Configuration --> Payment Methods --> Create`, and set a name. Check :guilabel:`Identify Customer`
-to allow this payment method *exclusively* for registered customers.
-
-Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
-payments, or :guilabel:`Bank` to use it for card payments.
-
-.. comment:
-   when created, add a link to the customeraccount page under advanced_pricing_features
-
-.. image:: getting_started/payment-method.png
-   :align: center
-   :alt: Creating a new payment method for a POS.
-
-.. note::
-   - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
-     field in which you can add your terminal's information.
-   - Credentials are mandatory to use a payment terminal. To learn how to configure the different
-     terminals, check out the following documentation pages:
-
-     - :doc:`Adyen configuration <../payment/adyen>`
-     - :doc:`Vantiv configuration <../payment/vantiv>`
-     - :doc:`Ingenico configuration <../payment/ingenico>`
-     - :doc:`Six configuration <../payment/six>`
-     - :doc:`Worldline configuration <../payment/worldline>`
-
-Once the payment method is created, you can select it in your POS settings. To do so, go to
-:menuselection:`Point of Sale --> Configuration --> Settings`. Select a POS for which you wish to
-make the payment method available in the :guilabel:`Point of Sale` field, and add the payment
-method(s) under the :guilabel:`Payment` section.
-
-POS sessions
-============
-
-.. _pos/start-session:
-
-Start a session
----------------
-
-From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash
-Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
-Selling` if the session is already opened.
-
-.. note::
-   Multiple users can be connected to the same session at the same time. However, the session can
-   only be opened once on the same browser.
-
-Click products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter
-the number of products using the keypad. To add a **discount** or modify the product **price**,
-click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
-
-Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
-**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
-:guilabel:`New Order` to move on to the next customer.
-
-.. image:: getting_started/pos-interface.png
-   :align: center
-   :alt: POS session interface.
-
-.. tip::
-   - You can use both `,` and `.` on your keyboard as decimal separators.
-   - **Cash** is selected by default if you enter the amount without choosing a payment method.
-
-
-Return and refund products
---------------------------
-
-To return and refund a product,
-
-#. :ref:`start a session <pos/start-session>` from the **POS dashboard**;
-#. click :guilabel:`Refund` and select the corresponding order;
-#. select the product and the quantity to refund using the keypad;
-#. click :guilabel:`Refund` to go back to the previous screen;
-#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
-#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
-
-.. image:: getting_started/refund.png
-   :align: center
-   :alt: refund view from a POS
-
-.. note::
-   - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
-     :guilabel:`Customer` using the search bar.
-   - You can also refund a product by selecting the returned product from an open session, and
-     setting a negative quantity that equals the number of returned products. To do so, click
-     :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
-
-Close the POS session
----------------------
-
-To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
-opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
-information:
-
-- the number of orders made and the total amount made during the session;
-- the expected amounts grouped by payment method.
-
-Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
-window that computes the total amount in the cash drawer depending on the coins and bills counted
-and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
-computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
-specified in the **Notes** section.
-
-.. image:: getting_started/closing-control.png
-   :align: center
-   :alt: How to close a POS session.
-
-Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
-the **POS dashboard**.
-
-.. note::
-   - You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
-     clicking :guilabel:`Discard`.
-   - Depending on your setup, you might only be allowed to close a session if the expected cash
-     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` at the
-     :guilabel:`Payments Difference` screen.
-
-.. tip::
-   - It is strongly advised to close your POS session at the end of each day.
-   - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
-     Sessions`.
-
-View statistics
-===============
-
-To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
-the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
-and :guilabel:`Orders`.
-
-These statistics are available in a graph or pivot view that you can filter or group depending on
-your needs.

content/applications/sales/point_of_sale/overview/register.rst

@@ -1,30 +0,0 @@
-==================
-Register customers
-==================
-
-Registering your customers will give you the ability to grant them
-various privileges such as discounts, loyalty program, specific
-communication. It will also be required if they want an invoice and
-registering them will make any future interaction with them faster.
-
-Create a customer
-=================
-
-From your session interface, use the customer button.
-
-.. image:: register/register01.png
-    :align: center
-
-Create a new one by using this button.
-
-.. image:: register/register02.png
-    :align: center
-
-You will be invited to fill out the customer form with their
-information.
-
-.. image:: register/register03.png
-    :align: center
-
-Use the save button when you are done. You can then select that customer
-in any future transactions.

content/applications/sales/point_of_sale/payment.rst

@@ -1,16 +0,0 @@
-:nosearch:
-
-=================
-Payment Terminals
-=================
-
-.. toctree::
-   :titlesonly:
-
-   payment/adyen
-   payment/ingenico
-   payment/vantiv
-   payment/six
-   payment/worldline
-   payment/stripe
-

content/applications/sales/point_of_sale/payment_methods.rst

@@ -0,0 +1,41 @@
+:show-content:
+
+===============
+Payment methods
+===============
+
+To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
+Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` to
+allow this payment method *exclusively* for registered customers.
+
+Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
+payments, or :guilabel:`Bank` to use it for card payments.
+
+.. comment:
+   when created, add a link to the customeraccount page under advanced_pricing_features
+
+.. image:: payment_methods/payment-method.png
+   :alt: Creating a new payment method for a POS.
+
+.. note::
+   - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
+     field in which you can add your terminal's information.
+   - Credentials are mandatory to use a payment terminal. To learn how to configure the different
+     terminals, check out the following documentation pages:
+
+     - :doc:`Adyen configuration <payment_methods/terminals/adyen>`
+     - :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
+     - :doc:`Six configuration <payment_methods/terminals/six>`
+     - :doc:`Stripe configuration <payment_methods/terminals/stripe>`
+     - :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
+     - :doc:`Worldline configuration <payment_methods/terminals/worldline>`
+
+Once the payment method is created, you can select it to be used in your POS. To do so, go to the
+:ref:`POS settings <configuration/settings>`, select the POS for which you wish to make the payment
+method available in the :guilabel:`Point of Sale` field, and add the payment method(s) under the
+:guilabel:`Payment` section.
+
+.. toctree::
+   :titlesonly:
+
+   payment_methods/terminals

content/applications/sales/point_of_sale/payment_methods/terminals.rst

@@ -0,0 +1,15 @@
+:nosearch:
+
+=================
+Payment terminals
+=================
+
+.. toctree::
+   :titlesonly:
+
+   terminals/adyen
+   terminals/ingenico
+   terminals/six
+   terminals/stripe
+   terminals/vantiv
+   terminals/worldline

content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst

@@ -6,7 +6,7 @@ Connecting a payment terminal allows you to offer a fluid payment flow to your c
 the work of your cashiers.
 
 .. seealso::
-   - :doc:`Use Stripe as payment provider. <../../../finance/payment_providers/stripe>`
+   - :doc:`Use Stripe as payment provider. <../../../../finance/payment_providers/stripe>`
 
 Configuration
 =============

content/applications/sales/point_of_sale/pricing.rst

@@ -0,0 +1,15 @@
+:nosearch:
+
+================
+Pricing features
+================
+
+.. toctree::
+   :titlesonly:
+
+   pricing/discounts
+   pricing/discount_tags
+   pricing/loyalty
+   pricing/pricelists
+   pricing/fiscal_position
+   pricing/cash_rounding

content/applications/sales/point_of_sale/pricing/cash_rounding.rst

@@ -1,5 +1,5 @@
 =============
-Cash Rounding
+Cash rounding
 =============
 
 **Cash rounding** is required when the lowest physical denomination

content/applications/sales/point_of_sale/pricing/discount_tags.rst

@@ -1,6 +1,6 @@
-==========================================
+===============================
-Using discount tags with a barcode scanner
+Discount tags (barcode scanner)
-==========================================
+===============================
 
 If you want to sell your products with a discount, for a product getting
 close to its expiration date for example, you can use discount tags.

content/applications/sales/point_of_sale/pricing/discounts.rst

@@ -1,6 +1,6 @@
-===============
+=========
-Apply Discounts
+Discounts
-===============
+=========
 
 By offering discounts, you can entice your customers and drastically
 increase your revenue. It is vital to offer discounts, whether they are

content/applications/sales/point_of_sale/pricing/fiscal_position.rst

@@ -36,7 +36,7 @@ can also :ref:`create new fiscal positions <fiscal_positions/mapping>`.
 Use fiscal positions
 ====================
 
-Open a :ref:`POS session <pos/start-session>` to use one of the allowed fiscal positions. Then,
+Open a :ref:`POS session <pos/session-start>` 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.

content/applications/sales/point_of_sale/pricing/loyalty.rst

@@ -1,6 +1,6 @@
-========================
+================
-Manage a loyalty program
+Loyalty programs
-========================
+================
 
 Encourage your customers to continue to shop at your point of sale with
 a *Loyalty Program*.

content/applications/sales/point_of_sale/pricing/pricelists.rst

@@ -1,6 +1,6 @@
-=================================
+==========
-Using Pricelists in Point of Sale
+Pricelists
-=================================
+==========
 
 You probably know the concept of happy hour: during a certain period of
 time, the barman gives a discount on some drinks (usually 50% off or a

content/applications/sales/point_of_sale/receipts_invoices.rst

@@ -1,19 +1,54 @@
-================
+=====================
-Invoice issuance
+Receipts and invoices
-================
+=====================
+
+Receipts
+========
+
+Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
+selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section.
+
+To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in
+both fields with the information to be printed on the receipts.
+
+To **print receipts** automatically once the payment is registered, enable the :guilabel:`Automatic
+Receipt Printing` setting.
+
+.. image:: receipts_invoices/receipt.png
+   :alt: POS receipt
+
+.. seealso::
+   - :doc:`restaurant/bill_printing`
+
+Reprint a receipt
+-----------------
+
+From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the
+search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then,
+select the corresponding order and click :guilabel:`Print Receipt`.
+
+.. image:: receipts_invoices/print-receipt.png
+   :alt: Print receipt button from the backend
+
+.. note::
+   You can filter the list of orders using the search bar. Type in your reference and click
+   :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
+
+
+Invoices
+========
 
 In Point of Sale, you can issue and print invoices upon payment at the cash register or retrieve all
 the past invoiced orders.
 
 Set a customer
-==============
+--------------
 
 First, you need to open a session and set your customer. Open the **POS interface** by going to
 :menuselection:`Point of Sale --> New session --> Open session`. Then, click :guilabel:`Customer` to
 access the list of **customers**.
 
-.. image:: invoice/select-customer-ui.png
+.. image:: receipts_invoices/select-customer-ui.png
-   :align: center
    :alt: customer selection and creation button
 
 From there, you can either set an existing customer by clicking their name or create a new one by
@@ -26,22 +61,18 @@ information. Click :guilabel:`Save` to validate and set this new customer.
      clicking :guilabel:`Customer`.
 
 Invoice a customer
-==================
+------------------
 
 Once an order is done, click :guilabel:`Payment` to move to the **payment screen**. Click
 :guilabel:`Invoice` underneath the customer's name to enable issuing and printing invoices upon
 payment.
 
-.. image:: invoice/invoice-button.png
+.. image:: receipts_invoices/invoice-button.png
-   :align: center
    :alt: button to generate an invoice in POS
 
 Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued
 and ready to be downloaded and/or printed.
 
-.. seealso::
-   - :doc:`../overview/getting_started`
-
 Retrieve invoices
 -----------------
 
@@ -52,8 +83,7 @@ To retrieve invoices from the **POS dashboard**,
 #. to access an order's invoice, open the **order form** by selecting the order, then click
    :guilabel:`Invoice`.
 
-.. image:: invoice/invoice-smart-button.png
+.. image:: receipts_invoices/invoice-smart-button.png
-   :align: center
    :alt: invoice smart button from an order form
 
 .. note::
@@ -71,8 +101,7 @@ invoice`. On the one hand, doing so generates an invoice available for download.
 the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the
 Odoo backend.
 
-.. image:: invoice/order-status.png
+.. image:: receipts_invoices/order-status.png
-   :align: center
    :alt: order status change
 
 To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of