4df1b8ec7a
task-3984698
Still have to come back in 16 (restrict and start categories) and
saas-17.4 (point of sale tab in product form)
closes odoo/documentation#11013
X-original-commit: 2e14d134c6
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
110 lines
3.7 KiB
ReStructuredText
110 lines
3.7 KiB
ReStructuredText
:show-content:
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:show-toc:
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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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Adapt the POS interface
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-----------------------
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Start category
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~~~~~~~~~~~~~~
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You can select one product category to display when :ref:`opening a POS session
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<pos/session-start>`. To configure it, go to your :ref:`POS settings <configuration/settings>` and
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select a PoS category from the dropdown menu of the :guilabel:`Start Category` field within the
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:guilabel:`Product & PoS categories` section.
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.. image:: configuration/start-category.png
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:alt: Setting to set up the start category feature
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Restrict categories
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~~~~~~~~~~~~~~~~~~~
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You can also limit the categories displayed on your POS interface. To achieve this, go to your
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:ref:`POS 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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