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[ADD] Pricer tags section added to PoS/pricing
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task-3603496

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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Ysoroko authored and LoredanaLrpz committed Mar 13, 2024
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1 change: 1 addition & 0 deletions content/applications/sales/point_of_sale/pricing.rst
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Expand Up @@ -13,3 +13,4 @@ Pricing features
pricing/pricelists
pricing/fiscal_position
pricing/cash_rounding
pricing/digital_labels
151 changes: 151 additions & 0 deletions content/applications/sales/point_of_sale/pricing/digital_labels.rst
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==============
Digital labels
==============

Digital labels allow you to display important product information like product prices and barcodes
on store shelves and to update them remotely from the backend, eliminating the need to print new
labels when product information changes.

.. image:: digital_labels/electronic-label.png
:alt: electronic label from Pricer

.. note::
Odoo uses digital labels from `Pricer <https://www.pricer.com/>`_.

Configuration
=============

Pricer setup
------------

#. `Get in touch with Pricer <https://www.pricer.com/contact>`_ to create and configure your Pricer
account.
#. Create your stores: one pricer store equates to one physical store.
#. Create the following variables to allow sharing of information between Odoo and Pricer:

- `itemId` : the internal ID of your products
- `itemName` : the name of your products
- `price` : the price of your products, taxes included
- `presentation`: the template name used for Pricer tags display
- `currency` : the currency of your company
- `barcode` : the barcode associated with your products

.. warning::
The names for these variables must be **identical** in your Pricer database.

#. Create a template used to display information on your digital tags.

.. warning::
Your template must be named `NORMAL`.

Once your account, stores, variables, and template are configured on Pricer, you can proceed to
the Odoo setup.

.. warning::
The account associated with your Pricer store must have access to send API requests to Pricer.

Odoo setup
----------

As a pre-requisite, :ref:`activate <general/install>` the :guilabel:`POS Pricer` module *(technical
name: pos_pricer)* to have all the required features to use Pricer electronic tags.

.. image:: digital_labels/pricer-module.png
:alt: Installing POS Pricer module from Apps

Once the module is activated, configure your :ref:`pricer stores <pricer_tags/stores>` and associate
:ref:`Pricer tags <pricer_tags/tags>` with your products.

.. _pricer_tags/stores:

Pricer stores
~~~~~~~~~~~~~

Similarly to the configuration in Pricer, you need to create one pricer store per physical location.
To do so, go to :menuselection:`Point of Sale --> Configuration --> Pricer Stores`, click
:guilabel:`New`, and fill in the line with the required information:

- :guilabel:`Store Name`: you can put any name of your liking.
- :guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, usually followed by
`-country_code`. This value is provided by Pricer.
- :guilabel:`Pricer Login` : the login of your Pricer account.
- :guilabel:`Pricer Password` : the password of your Pricer account.
- :guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined on your Pricer
database.

.. image:: digital_labels/pricer-stores-setup.png
:alt: Configuring a Pricer Store

.. note::
- The :guilabel:`Pricer Tags` column is updated automatically when a label is linked to a
product.
- The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are updated
automatically when the tags are updated.

.. _pricer_tags/tags:

Pricer tags
~~~~~~~~~~~

For a label to display one specific product information, they both need to be associated with each
other. To do so:

#. Open the product form by going to :menuselection:`Point of Sale --> Products --> Products` and
clicking :guilabel:`New` or selecting an existing product.

.. warning::
If you are creating a new product, configure and save it before associating any Pricer tags.

#. Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, and select the
corresponding :guilabel:`Pricer Store`.

.. image:: digital_labels/pricer-product.png
:alt: Linking Pricer tags to products
:scale: 75%

#. Copy the label's ID from the label itself or scan its barcode to fill in the :guilabel:`Pricer
tags ids` field.

.. note::
Pricer tag IDs are composed of a letter followed by 16 digits.

.. tip::
- We recommended using a barcode scanner to speed up the encoding process.
- When setting up Pricer with Odoo for the first time, it is recommended that you configure only
one product first. Before configuring more products, ensure you can display its information on
a Pricer tag.

Now that you have a product associated with a Pricer tag, we can send its information to Pricer.

Practical application
---------------------

Odoo automatically sends requests to Pricer to update and synchronize the tags every 12 hours if
you make any modifications to:

- A product name, price, barcode, or customer taxes
- The currency
- Associated Pricer store or Pricer tags

To force the update, activate the :ref:`developer mode <developer-mode>`. Then:

#. Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`.
#. Select the desired store(s).
#. Click :guilabel:`Update tags` to update all tags affected by changes to:

- A product name, price, barcode, or customer taxes
- The currency
- Associated Pricer store or Pricer tags

Alternatively, click :guilabel:`Update all tags` to force the update of every tag, regardless of the
changes made.

.. image:: digital_labels/update-all.png
:alt: Update all Pricer tags

If Pricer has processed and accepted the request, the status field shows :guilabel:`Update
successfully sent to Pricer`. If there is any issue, the system displays an error message.

.. warning::
If a request sent to Pricer fails, Odoo still considers that the product has been updated. In
that case, we recommend forcing the update of all tags.
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