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[ADD] Pricer tags section added to PoS/pricing
This PR adds the documentation needed to use Point Of Sale with Pricer electronic price tags. Related PRs: odoo/enterprise#50368 task-3603496
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@@ -13,3 +13,4 @@ Pricing features | |
pricing/pricelists | ||
pricing/fiscal_position | ||
pricing/cash_rounding | ||
pricing/pricer_tags |
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content/applications/sales/point_of_sale/pricing/pricer_tags.rst
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=========== | ||
Pricer tags | ||
=========== | ||
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Digital price tags are electronic shelf labels that display important product information like price | ||
and barcode on store shelves. They can be updated remotely, eliminating the need for printing new | ||
labels when product information changes. | ||
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.. note:: | ||
Odoo uses price tags from `Pricer <https://www.pricer.com/>`_. | ||
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Configuration | ||
============= | ||
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Pricer setup | ||
------------ | ||
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#. `Get in touch with Pricer <https://www.pricer.com/contact>`_ to create a Pricer account. | ||
#. Configure your stores. | ||
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.. note:: | ||
When you configure a Pricer account, make sure you get the access to send requests to their | ||
API. | ||
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#. Create the following variables on Pricer to allow sharing information between Odoo and Pricer: | ||
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- `itemId` : the internal id of your products | ||
- `itemName` : the name of your products | ||
- `price` : the price of your products including taxes, if any | ||
- `presentation`: the template name used for Pricer tags display | ||
- `currency` : the currency of your Odoo company | ||
- `barcode` : the barcode associated to your products, if any | ||
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.. warning:: | ||
The names for these variables must be **identical** in your Pricer database. | ||
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#. Configure a template used to display information on your digital tags. | ||
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.. warning:: | ||
In order to use Pricer with Odoo, make sure your template is named `NORMAL`. | ||
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Once your account, stores, variables, and your template are configured on Pricer, you can proceed to | ||
the Odoo setup. | ||
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Odoo setup | ||
---------- | ||
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As a pre-requisite, :ref:`activate <general/install>` the `POS Pricer` module. Doing so adds the | ||
required features to use Pricer electronic tags. | ||
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.. image:: pricer_tags/pricer-module.png | ||
:alt: Installing POS Pricer module from Apps | ||
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Pricer stores | ||
~~~~~~~~~~~~~ | ||
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Then, configure your Pricer stores. To do so, go to :menuselection:`Point of Sale --> Configuration | ||
--> Pricer Stores`, click :guilabel:`New`, and fill in the line with the required information. | ||
Odoo will need the following information from Pricer to be able to communicate with your tags: | ||
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- :guilabel:`Pricer Tenant Name` : the name of your company account in Pricer, usually followed by | ||
`-country_code` | ||
- :guilabel:`Pricer Login` : the login of a Pricer account | ||
- :guilabel:`Pricer Password` : the password for the Pricer account above | ||
- :guilabel:`Pricer Store ID`: the id of a Pricer store as defined on your Pricer database | ||
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.. image:: pricer_tags/pricer-stores-setup.png | ||
:alt: Configuring a Pricer Store | ||
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.. warning:: | ||
The account associated to your Pricer store must have access to send API requests to Pricer. | ||
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Pricer tags | ||
~~~~~~~~~~~ | ||
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Go to :menuselection:`Point of Sale --> Products --> Products` and click :guilabel:`New` or | ||
select an existing product. | ||
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.. warning:: | ||
If you are creating a new product, make sure you configure and save it before associating | ||
any Pricer tags to it. | ||
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When your product has all the information you need, go to the :guilabel:`Sales` tab, scroll down to | ||
the :guilabel:`Pricer` category, and select the Pricer store you configured in the previous step. | ||
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Once a product has a Pricer store associated to it, you will be able to link Pricer tags to it | ||
by inputting their id's in the :guilabel:`Pricer tag ids` field. | ||
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.. note:: | ||
Pricer tags ID: must be composed of a letter followed by 16 digits. | ||
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It is recommended to use a barcode scanner for this. | ||
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.. image:: pricer_tags/product_tags_link.png | ||
:alt: Linking Pricer tags to products | ||
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.. tip:: | ||
When setting up Pricer with Odoo for the first time, it is recommended to configure only | ||
one product first. Make sure you are able to display its information on a Pricer tag before | ||
configuring the rest of them. If you can display a product's information on a Pricer tag, your | ||
configuration is done correctly. | ||
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Now that you have a product associated to a Pricer tag, we can send its information to Pricer | ||
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Displaying your product information on Pricer tags | ||
-------------------------------------------------- | ||
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When you associate a product to a Pricer tag in Odoo, the link request will not be sent straight away. | ||
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Every 12 hours Odoo will check if you have linked any new Pricer tags or updated some products information | ||
with associated Pricer tags. | ||
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If so, Odoo will send a request to Pricer to link new Pricer tags or update the displayed information. | ||
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The whole process is done automatically to keep your products information syncrhonized in Odoo and on displays. | ||
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However, if you want to manually force the request at a given moment, you can go to | ||
:menuselection:`Point of Sale --> Configuration --> Pricer --> Pricer Stores`, select the Pricer Store | ||
you want to update and click on :guilabel:`Update tags` | ||
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.. image:: pricer_tags/update_tags_manually.png | ||
:alt: Update Pricer tags manually | ||
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Once a request has been sent to Pricer, you can see its time and status in under **Last Update** and **Last Update Status** fields | ||
The **Last Update** and **Last Update Status** fields also allow you to track the time and status of automatic updates every 12 hours. | ||
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.. note:: | ||
The request will only be sent to Pricer for products which have one of these fields modified since the last request: | ||
- Product Name | ||
- Product Price | ||
- Product Customer Taxes | ||
- Product barcode | ||
- Product currency | ||
- Associated Pricer Store | ||
- Associated Pricer tags | ||
If the product wasn't modified for one of these fields since the last request sent to Pricer, no new request will be sent for it | ||
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.. warning:: | ||
If a request sent to Pricer failed, Odoo will still consider that the product has been updated, | ||
so no retry request will be sent for that product | ||
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If the request has been processed and accepted by Pricer, the status field will show **"Update successfully sent to Pricer"** | ||
Otherwise, an error message will be shown. | ||
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.. tip:: | ||
If for some reason your update requst failed despite a correct configuration or you want to make sure all the products are linked, you | ||
can go to :menuselection:`Point of Sale --> Configuration --> Pricer --> Pricer Stores`, select the desired Pricer stores and click on | ||
:guilabel:`Update all tags` button, which is only visible in :ref:`Developer Mode (debug mode) <developer-mode>`. | ||
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This will send a request to Pricer to link and update **all** products associated to the selected Pricer stores. | ||
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.. image:: pricer_tags/update_all_pricer_stores_button.png | ||
:alt: Update all Pricer tags | ||
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.. note-to-self | ||
Pricer store (?): This product will be linked to and displayed on the Pricer tags of the store | ||
selected here | ||
On pricer tags ids (?): This product will be linked to and displayed on the Pricer tags with ids | ||
listed here. It is recommended to use a barcode scanner |
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