
task-4512527 closes odoo/documentation#11845 Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
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7.2 KiB
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182 lines
7.2 KiB
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=============
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Point of Sale
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=============
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With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
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a web browser, even if you are temporarily offline. Product moves are automatically registered in
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your stock, you get real-time statistics, and your data is consolidated across all shops.
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.. seealso::
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- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
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- :doc:`IoT Boxes Documentations </applications/general/iot>`
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.. _pos/session-start:
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Start a session
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===============
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From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash
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Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
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Selling` if the session is already opened.
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.. note::
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:doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
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same time. However, the session can only be opened once on the same browser.
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.. _pos/sell:
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Sell products
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=============
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Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
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enter the number of products using the keypad. To add a **discount** or modify the product
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**price**, click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
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Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
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**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
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:guilabel:`New Order` to move on to the next customer.
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.. image:: point_of_sale/pos-interface.png
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:alt: POS session interface.
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.. tip::
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- You can use both `,` and `.` on your keyboard as decimal separators.
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- **Cash** is selected by default if you enter the amount without choosing a payment method.
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.. note::
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The system can only load a limited number of products for effective opening. Click
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:guilabel:`Search more` if the desired product is not loaded automatically.
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.. _pos/customers:
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Set customers
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=============
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Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards
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<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
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<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
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<receipts-invoices/invoices>`.
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You can create customers from an :ref:`open POS session <pos/session-start>` by clicking
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:menuselection:`Customer --> Create`, and filling in the contact information. You can also create
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customers from the backend by going to :menuselection:`Point of Sale --> Orders --> Customers` and
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clicking :guilabel:`New`. Then, fill in the information and save.
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To set a customer during an order, access the list of customers by clicking :guilabel:`Customer` on
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the POS interface. You can also set a customer at the payment screen by clicking
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:guilabel:`Customer`.
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.. _pos/customer-notes:
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Customer notes
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==============
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You can add **customer notes** about specific products directly from an open :ref:`POS session
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<pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used
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to track a customer's particular request, such as not wanting the product to be assembled for them.
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To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up
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window in which you can add or modify content for the note.
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.. note::
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Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
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identically in the cart.
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.. image:: point_of_sale/customer-notes.png
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:alt: Customer note button and notes (SO and POS session) on products in the cart
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Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
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under the related product.
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.. image:: point_of_sale/notes-receipt.png
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:alt: Customer receipt with notes from an SO and from the customer note feature
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.. _pos/refund:
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Return and refund products
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==========================
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To return and refund a product,
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#. :ref:`start a session <pos/session-start>` from the **POS dashboard**;
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#. click :guilabel:`Refund` and select the corresponding order;
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#. select the product and the quantity to refund using the keypad;
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#. click :guilabel:`Refund` to go back to the previous screen;
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#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
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#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
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.. image:: point_of_sale/refund.png
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:alt: refund view from a POS
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.. note::
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- You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
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:guilabel:`Customer` using the search bar.
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- You can also refund a product by selecting the returned product from an open session, and
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setting a negative quantity that equals the number of returned products. To do so, click
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:guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
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Once the return payment is validated, Odoo generates the required credit note, referencing the
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original receipt or invoice and partially or fully canceling the document.
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.. _pos/cash-register:
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Manage the cash register
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========================
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To add or take out cash to/from the register, click :guilabel:`Cash In/Out` on the upper left side
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of the screen.
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Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`,
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enter the amount and the reason, and click :guilabel:`Confirm`.
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.. _pos/session-close:
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Close the POS session
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=====================
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To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
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opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
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information:
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- the number of orders made and the total amount made during the session;
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- the expected amounts grouped by payment method.
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Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
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window that computes the total amount in the cash drawer depending on the coins and bills counted
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and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
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computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
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specified in the **Notes** section.
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.. image:: point_of_sale/closing-control.png
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:alt: How to close a POS session.
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Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
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the **POS dashboard**.
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.. note::
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- You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
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clicking :guilabel:`Discard`.
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- Depending on your setup, you might only be allowed to close a session if the expected cash
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revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
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:guilabel:`Payments Difference` screen.
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.. tip::
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- It is strongly advised to close your POS session at the end of each day.
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- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
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Sessions`.
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.. toctree::
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:titlesonly:
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point_of_sale/configuration
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point_of_sale/employee_login
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point_of_sale/receipts_invoices
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point_of_sale/shop
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point_of_sale/restaurant
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point_of_sale/pricing
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point_of_sale/payment_methods
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point_of_sale/reporting
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