1ee45c661f
closes odoo/documentation#2926 Taskid: 3062150 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
119 lines
4.5 KiB
ReStructuredText
119 lines
4.5 KiB
ReStructuredText
===============
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Getting started
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===============
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**Point of Sale** is a fully integrated application that allows you to sell products (online or
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offline) with any device. It also automatically registers product moves in your stock, 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
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-----------------------
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To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
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and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
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.. image:: getting_started/pos-available.png
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:align: center
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:alt: Making a product available in your POS.
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Configure payment methods
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-------------------------
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To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
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Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
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check :guilabel:`Cash` for cash payments.
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.. image:: getting_started/payment-method.png
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:align: center
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:alt: Creating a new payment method for a POS.
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.. note::
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Credentials are mandatory to use a payment terminal. To learn how to configure the different
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terminals, check out the following documentation pages:.
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- :doc:`Adyen configuration <../payment/adyen>`
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- :doc:`Vantiv configuration <../payment/vantiv>`
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- :doc:`Ingenico configuration <../payment/ingenico>`
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- :doc:`Six configuration <../payment/six>`
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Now, you can select the payment method in your POS settings. To do so, go to
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:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
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wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
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the :guilabel:`Payments` section.
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POS sessions
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============
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Start a session
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---------------
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From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
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:guilabel:`Resume` if the session was already open.
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.. note::
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Multiple users can be connected to the same session at the same time. However, the session can
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only be open once on the same browser.
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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:: getting_started/pos-interface.png
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:align: center
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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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Return and refund products
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--------------------------
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To return a product and make a refund,
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#. from the **POS dashboard**, **open a session** and select the returned product;
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#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
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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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Close the POS session
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---------------------
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To close your session,
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#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
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right corner of your screen;
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#. then, click :guilabel:`Close` and proceed to the **closing control**;
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#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
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drawer;
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#. once the control is done, click :guilabel:`Close session & post entries`;
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#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
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.. image:: getting_started/close-pos-session.png
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:align: center
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:alt: How to close a POS session.
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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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View statistics
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===============
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To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
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the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
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and :guilabel:`Orders`.
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These statistics are available in graph or pivot view that you can filter or group depending on your
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needs.
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