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[ADD] Pricer tags section added to PoS/pricing
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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@@ -13,3 +13,4 @@ Pricing features | |
pricing/pricelists | ||
pricing/fiscal_position | ||
pricing/cash_rounding | ||
pricing/digital_labels |
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content/applications/sales/point_of_sale/pricing/digital_labels.rst
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============== | ||
Digital labels | ||
============== | ||
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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. | ||
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.. image:: digital_labels/electronic-label.png | ||
:alt: electronic label from Pricer | ||
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.. note:: | ||
Odoo uses digital labels 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 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: | ||
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- `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 | ||
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.. warning:: | ||
The names for these variables must be **identical** in your Pricer database. | ||
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#. Create a template used to display information on your digital tags. | ||
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.. warning:: | ||
Your template must be named `NORMAL`. | ||
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Once your account, stores, variables, and template are configured on Pricer, you can proceed to | ||
the Odoo setup. | ||
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.. warning:: | ||
The account associated with your Pricer store must have access to send API requests to Pricer. | ||
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Odoo setup | ||
---------- | ||
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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. | ||
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.. image:: digital_labels/pricer-module.png | ||
:alt: Installing POS Pricer module from Apps | ||
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Once the module is activated, configure your :ref:`pricer stores <pricer_tags/stores>` and associate | ||
:ref:`Pricer tags <pricer_tags/tags>` with your products. | ||
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.. _pricer_tags/stores: | ||
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Pricer stores | ||
~~~~~~~~~~~~~ | ||
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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: | ||
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- :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. | ||
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.. image:: digital_labels/pricer-stores-setup.png | ||
:alt: Configuring a Pricer Store | ||
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.. 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. | ||
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.. _pricer_tags/tags: | ||
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Pricer tags | ||
~~~~~~~~~~~ | ||
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For a label to display one specific product information, they both need to be associated with each | ||
other. To do so: | ||
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#. Open the product form by going to :menuselection:`Point of Sale --> Products --> Products` and | ||
clicking :guilabel:`New` or selecting an existing product. | ||
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.. warning:: | ||
If you are creating a new product, configure and save it before associating any Pricer tags. | ||
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#. Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, and select the | ||
corresponding :guilabel:`Pricer Store`. | ||
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.. image:: digital_labels/pricer-product.png | ||
:alt: Linking Pricer tags to products | ||
:scale: 75% | ||
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#. Copy the label's ID from the label itself or scan its barcode to fill in the :guilabel:`Pricer | ||
tags ids` field. | ||
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.. note:: | ||
Pricer tag IDs are composed of a letter followed by 16 digits. | ||
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.. 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. | ||
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Now that you have a product associated with a Pricer tag, we can send its information to Pricer. | ||
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Practical application | ||
--------------------- | ||
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Odoo automatically sends requests to Pricer to update and synchronize the tags every 12 hours if | ||
you make any modifications to: | ||
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- A product name, price, barcode, or customer taxes | ||
- The currency | ||
- Associated Pricer store or Pricer tags | ||
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To force the update, activate the :ref:`developer mode <developer-mode>`. Then: | ||
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#. 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: | ||
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- A product name, price, barcode, or customer taxes | ||
- The currency | ||
- Associated Pricer store or Pricer tags | ||
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Alternatively, click :guilabel:`Update all tags` to force the update of every tag, regardless of the | ||
changes made. | ||
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.. image:: digital_labels/update-all.png | ||
:alt: Update all Pricer tags | ||
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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. | ||
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.. 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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