146 lines
4.8 KiB
ReStructuredText
146 lines
4.8 KiB
ReStructuredText
===============
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Getting started
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===============
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When working with a Point of Sale application, employees want a
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simple, and user-friendly solution. A solution that works online or
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offline and with any device.
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A Point of Sale system is a fully integrated application that allows any transaction,
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automatically registers product moves in your stock, and gives you
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real-time statistics and consolidations across all shops.
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Configuration
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=============
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Make products available in the PoS
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----------------------------------
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To make products available for sale, go to :menuselection:`Point of
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Sale --> Products --> Products` and open a product. In the *Sales*
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tab, enable *Available in Point of Sale*.
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.. image:: media/getting_started_01.png
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:align: center
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:alt: Product form. Making the product available in PoS.
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.. note::
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You can also define if the product has to be weighted or not.
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Configure your payment methods
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------------------------------
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To add a payment method, you first need to create it. Go to
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:menuselection:`Point of Sale --> Configuration --> Payment Methods`
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and click on create. Then, you can name your payment method and set it
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up.
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.. image:: media/getting_started_02.png
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:align: center
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:alt: Creating a new payment method for a Point of Sale.
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.. note::
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Don’t forget your credentials for methods using a payment terminal.
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Now, you can select the payment method in your PoS settings. To do so,
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go to :menuselection:`Point of Sale --> Configuration --> Point of
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Sale` and open the PoS in which you want to include the payment method. Then, add the
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payment method.
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.. image:: media/getting_started_03.png
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:align: center
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:alt: Making the payment method available in a point of sale.
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.. note::
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*Configuration* is the menu where you can edit all your point of sale settings.
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Some more features are available for restaurants.
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Your first PoS session
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======================
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Your first order
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----------------
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Open a new session from the dashboard by clicking on *New Session*.
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.. image:: media/getting_started_04.png
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:align: center
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:alt: Launching a new session.
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After the loading screen, you arrive on the PoS interface.
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.. image:: media/getting_started_05.png
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:align: center
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:alt: Point of sale dashboard.
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Once an order is completed, you can register the payment. All the
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available payment methods appear on the left of the screen. Select the payment
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method and enter the received amount. Then, you can validate the
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payment.
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Return and refund products
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--------------------------
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Having a well-thought-out return policy is key to keep customers satisfied and make the process
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of accepting returns and refunds easy for you.
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To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
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customer wants to return. For multiple products, repeat the process individually.
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.. image:: media/getting_started_06.png
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:align: center
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:alt: Refunding a product with the point of sale app.
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When on the payment interface, the total is negative. To end the refund,
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process the payment and validate it.
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.. image:: media/getting_started_07.png
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:align: center
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:alt: Giving back money to customer in Odoo Point of Sale.
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Close the PoS session
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---------------------
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To close your session at the end of the day, click on the close button on the upper right corner
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of your screen and confirm. Now, close the session on the dashboard view.
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.. image:: media/getting_started_08.png
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:align: center
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:alt: How to close a point of sale session.
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.. tip::
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It’s strongly advised to close your PoS session at the end of each day.
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Once a session is closed, you can see a summary of all transactions per payment method.
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Then, click on a line to see all orders that were paid during your PoS session.
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If everything is correct, validate the session and post the closing entries.
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.. image:: media/getting_started_09.png
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:align: center
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:alt: Point of sale sales report before closing the session.
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.. tip::
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To connect the PoS hardware with an Odoo IoT Box, please refer to these
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docs: :doc:`Connect an IoT Box to your database
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<../../iot/config/connect>` and :doc:`Use the IoT Box for the PoS
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<../../iot/config/pos>`.
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View your statistics
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====================
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Keeping track of your sales is essential to get meaningful statistics. That’s why Odoo
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provides analyzes about your sales.
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To access your statistics, go to :menuselection:`Point of Sales -->
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Reporting --> Orders`. There, you can see various statistics in graph
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or pivot form.
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.. image:: media/getting_started_10.png
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:align: center
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:alt: Orders analysis with pivot view of the point of sale reporting feature.
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You can also access them through the dashboard.
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.. image:: media/getting_started_11.png
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:align: center
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:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form. |