7bba152676
In this commit: ============== The "Start Category" feature has been removed from the Point of Sale. This feature is now redundant due to the existing "Restrict Category" feature, which provides similar functionality by limiting the available categories in POS Task- 4405337 closes odoo/documentation#11582 Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
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3.3 KiB
ReStructuredText
96 lines
3.3 KiB
ReStructuredText
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=============
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Configuration
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=============
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.. _configuration/settings:
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Access the POS settings
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=======================
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To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
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Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
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configure.
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.. image:: configuration/select-pos-dropdown.png
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:alt: Dropdown menu to select the POS in the app settings
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.. note::
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These settings are available to users with the :doc:`access rights </applications/general/users>`
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:guilabel:`Administration` set as :guilabel:`Settings`.
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You can also configure some settings from the dashboard by clicking the vertical ellipsis button
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(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:
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- :doc:`Enable multiple employees to log in. <employee_login>`
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- :doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`
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- :doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`
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.. image:: configuration/toggle-settings.png
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:alt: popup window to access quick settings in POS
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.. note::
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These settings are available to users with the :doc:`access rights </applications/general/users>`
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:guilabel:`Point of Sale` set as :guilabel:`Administrator`.
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Make products available
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=======================
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To make products available for sale,
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#. Go to :menuselection:`Point of Sale --> Products --> Products`.
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#. Select a product to open the product form.
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#. Tick the :guilabel:`Point of Sale` checkbox at the top of the form.
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.. image:: configuration/pos-available.png
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:alt: Making a product available in your POS.
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PoS product categories
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======================
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Configuration
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-------------
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POS product categories allow users to categorize products and get a more structured and clean
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POS interface.
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To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product
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Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the
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:guilabel:`Category Name` field.
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To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A
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parent category groups one or more child categories.
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.. example::
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.. image:: configuration/parent-categories.png
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:alt: The PoS product categories grouped by parent categories
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Assign PoS product categories
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-----------------------------
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Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to
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the :guilabel:`Point of Sale` tab and fill in the :guilabel:`Category` field under the
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:guilabel:`Point of Sale` section with one or multiple PoS categories.
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.. image:: configuration/form-pos-category.png
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:alt: Point of Sale tab of a product form to add a PoS product category
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Restrict categories
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-------------------
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You can limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS
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settings <configuration/settings>` and choose the specific categories to display in the
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:guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section.
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.. image:: configuration/restrict-category.png
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:alt: Setting to set up the restrict category feature
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.. toctree::
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:titlesonly:
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configuration/epos_printers
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configuration/https
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configuration/epos_ssc
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