diff --git a/content/applications/finance/payment_providers/stripe.rst b/content/applications/finance/payment_providers/stripe.rst index 429c9f29f0..31b8712fd0 100644 --- a/content/applications/finance/payment_providers/stripe.rst +++ b/content/applications/finance/payment_providers/stripe.rst @@ -10,7 +10,7 @@ Link your Stripe Account with Odoo .. seealso:: - :ref:`payment_providers/add_new` - - :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment/stripe>` + - :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment_methods/payment/stripe>` The method to acquire your credentials depends on your hosting type: diff --git a/content/applications/productivity/iot.rst b/content/applications/productivity/iot.rst index 02503dee34..5d3fa4b2c0 100644 --- a/content/applications/productivity/iot.rst +++ b/content/applications/productivity/iot.rst @@ -12,4 +12,4 @@ Internet of Things (IoT) iot/config iot/devices - ../sales/point_of_sale/payment + ../sales/point_of_sale/payment_methods/payment diff --git a/content/applications/productivity/iot/config/pos.rst b/content/applications/productivity/iot/config/pos.rst index 4f9d804efd..90a83b0c00 100644 --- a/content/applications/productivity/iot/config/pos.rst +++ b/content/applications/productivity/iot/config/pos.rst @@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box. - **Payment terminal**: The connection process depends on the terminal, please refer to the :doc:`payment terminals documentation - `. + `. Once it's done, you can connect the IoT Box to your PoS. For this, go in :menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box* diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 305cea962a..cbf8679c66 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -17,8 +17,8 @@ is able to continue working even if you are offline. .. toctree:: :titlesonly: - point_of_sale/overview + point_of_sale/general point_of_sale/shop point_of_sale/restaurant - point_of_sale/payment + point_of_sale/payment_methods point_of_sale/advanced_pricing_features diff --git a/content/applications/sales/point_of_sale/general.rst b/content/applications/sales/point_of_sale/general.rst new file mode 100644 index 0000000000..f688261ee0 --- /dev/null +++ b/content/applications/sales/point_of_sale/general.rst @@ -0,0 +1,81 @@ +:show-content: + +================ +General features +================ + +**Point of Sale** is a fully integrated application that allows you to sell products (online or +offline) with any device. It also automatically registers product moves in your stock, gives you +real-time statistics, and consolidations across all shops. + +Configuration +============= + +.. _general/settings: + +Access POS settings +------------------- + +To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration --> +Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to +configure. + +.. image:: general/select-pos-dropdown.png + :align: center + :alt: dropdown menu to select the POS in the app settings + +.. note:: + These settings are available to users with settings rights in administration (go to + :menuselection:`Settings --> Manage Users`, select the user, scroll down to the + :guilabel:`Administration` section, and set :guilabel:`Settings` in the + :guilabel:`Administration` field.) + +.. seealso:: + - :doc:`shop` + - :doc:`restaurant` + +You can also set up a POS from the dashboard by clicking the vertical ellipsis button +(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can: + +- :doc:`Enable multiple employees to log in. ` +- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>` +- :doc:`Connect and set up an ePOS printer. ` + +.. image:: general/toggle-settings.png + :align: center + :alt: popup window to access quick settings in POS + +.. note:: + These settings are available to any user with administrator rights in Point of Sale (go to + :menuselection:`Settings --> Manage Users`, select the user, scroll down to the :guilabel:`Sales` + section, and set :guilabel:`Administrator` in the :guilabel:`Point of Sale` field.) + +Make products available +----------------------- + +To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, +and select a product to open the product form. In the :guilabel:`Sales` tab, enable +:guilabel:`Available in POS`. + +.. image:: general/pos-available.png + :align: center + :alt: Making a product available in your POS. + +View statistics +=============== + +To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from +the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`, +and :guilabel:`Orders`. + +These statistics are available in a graph or pivot view that you can filter or group depending on +your needs. + +.. toctree:: + :titlesonly: + + general/sessions + general/customer_note + general/register + general/https + general/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/customer_note.rst b/content/applications/sales/point_of_sale/general/customer_note.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/customer_note.rst rename to content/applications/sales/point_of_sale/general/customer_note.rst diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png b/content/applications/sales/point_of_sale/general/customer_notes/customer-notes-ui.png similarity index 100% rename from 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mode 100644 index 0000000000..76730698ab --- /dev/null +++ b/content/applications/sales/point_of_sale/general/sessions.rst @@ -0,0 +1,110 @@ +============ +POS sessions +============ + +.. _pos/start-session: + +Start the session +================= + +From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash +Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue +Selling` if the session is already opened. + +.. note:: + Multiple users can be connected to the same session at the same time. However, the session can + only be opened once on the same browser. + +Sell products +============= + +Click products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter +the number of products using the keypad. To add a **discount** or modify the product **price**, +click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts. + +Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the +**payment method**, enter the received amount, and click :guilabel:`Validate`. Click +:guilabel:`New Order` to move on to the next customer. + +.. image:: sessions/pos-interface.png + :align: center + :alt: POS session interface. + +.. tip:: + - You can use both `,` and `.` on your keyboard as decimal separators. + - **Cash** is selected by default if you enter the amount without choosing a payment method. + +Return and refund products +========================== + +To return and refund a product, + +#. :ref:`start a session ` from the **POS dashboard**; +#. click :guilabel:`Refund` and select the corresponding order; +#. select the product and the quantity to refund using the keypad; +#. click :guilabel:`Refund` to go back to the previous screen; +#. once the order is completed, click :guilabel:`Payment` to proceed to the refund; +#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer. + +.. image:: sessions/refund.png + :align: center + :alt: refund view from a POS + +.. note:: + - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or + :guilabel:`Customer` using the search bar. + - You can also refund a product by selecting the returned product from an open session, and + setting a negative quantity that equals the number of returned products. To do so, click + :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products. + +Manage the cash register +======================== + +To add or take out cash from the register, click the **menu icon** in the upper right corner of your +screen and :guilabel:`Cash In/Out`. + +.. image:: sessions/hamburger.png + :align: center + :alt: dropdown menu to close a POS session, reach the backend, add or take cash out or check + orders + +Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`, +enter the amount and the reason, and click :guilabel:`Confirm`. + +Close the POS session +===================== + +To close your session, click the **menu icon** in the upper right corner of your screen and +:guilabel:`Close Session`. + +Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve +various information: + +- the number of orders made and the total amount made during the session; +- the expected amounts grouped by payment method. + +Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up +window that computes the total amount in the cash drawer depending on the coins and bills counted +and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The +computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are +specified in the **Notes** section. + +.. image:: sessions/closing-control.png + :align: center + :alt: How to close a POS session. + +Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to +the **POS dashboard**. + +.. note:: + - To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown + menu. + - To abort, click :guilabel:`Discard` on the pop-up window. + - Depending on your setup, you might only be allowed to close a session if the expected cash + revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the + :guilabel:`Payments Difference` screen. + +.. tip:: + - It is strongly advised to close your POS session at the end of each day. + - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> + Sessions`. diff --git a/content/applications/sales/point_of_sale/general/sessions/closing-control.png b/content/applications/sales/point_of_sale/general/sessions/closing-control.png new file mode 100644 index 0000000000..ce8a66a583 Binary files /dev/null and b/content/applications/sales/point_of_sale/general/sessions/closing-control.png differ diff --git a/content/applications/sales/point_of_sale/general/sessions/hamburger.png b/content/applications/sales/point_of_sale/general/sessions/hamburger.png new file mode 100644 index 0000000000..1680737331 Binary files /dev/null and b/content/applications/sales/point_of_sale/general/sessions/hamburger.png differ diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png b/content/applications/sales/point_of_sale/general/sessions/pos-interface.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png rename to content/applications/sales/point_of_sale/general/sessions/pos-interface.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started/refund.png b/content/applications/sales/point_of_sale/general/sessions/refund.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/refund.png rename to content/applications/sales/point_of_sale/general/sessions/refund.png diff --git a/content/applications/sales/point_of_sale/general/toggle-settings.png b/content/applications/sales/point_of_sale/general/toggle-settings.png new file mode 100644 index 0000000000..f607aa1a3b Binary files /dev/null and b/content/applications/sales/point_of_sale/general/toggle-settings.png differ diff --git a/content/applications/sales/point_of_sale/overview.rst b/content/applications/sales/point_of_sale/overview.rst deleted file mode 100644 index c3d4740eae..0000000000 --- a/content/applications/sales/point_of_sale/overview.rst +++ /dev/null @@ -1,14 +0,0 @@ -:nosearch: - -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/getting_started - overview/customer_note - overview/register - overview/https - overview/epos_ssc diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale/overview/getting_started.rst deleted file mode 100644 index 3a287db36b..0000000000 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ /dev/null @@ -1,156 +0,0 @@ -=============== -Getting started -=============== - -**Point of Sale** is a fully integrated application that allows you to sell products (online or -offline) with any device. It also automatically registers product moves in your stock, gives you -real-time statistics, and consolidations across all shops. - -Configuration -============= - -Make products available ------------------------ - -To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, -and select a product to open the product form. In the :guilabel:`Sales` tab, enable -:guilabel:`Available in POS`. - -.. image:: getting_started/pos-available.png - :align: center - :alt: Making a product available in your POS. - -Configure payment methods -------------------------- - -To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> -Configuration --> Payment Methods --> Create`, and set a name. Check :guilabel:`Identify Customer` -to allow this payment method *exclusively* for registered customers. - -Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash -payments, or :guilabel:`Bank` to use it for card payments. - -.. comment: - when created, add a link to the customeraccount page under advanced_pricing_features - -.. image:: getting_started/payment-method.png - :align: center - :alt: Creating a new payment method for a POS. - -.. note:: - - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal` - field in which you can add your terminal's information. - - Credentials are mandatory to use a payment terminal. To learn how to configure the different - terminals, check out the following documentation pages: - - - :doc:`Adyen configuration <../payment/adyen>` - - :doc:`Vantiv configuration <../payment/vantiv>` - - :doc:`Ingenico configuration <../payment/ingenico>` - - :doc:`Six configuration <../payment/six>` - - :doc:`Worldline configuration <../payment/worldline>` - -Once the payment method is created, you can select it in your POS settings. To do so, go to -:menuselection:`Point of Sale --> Configuration --> Settings`. Select a POS for which you wish to -make the payment method available in the :guilabel:`Point of Sale` field, and add the payment -method(s) under the :guilabel:`Payment` section. - -POS sessions -============ - -.. _pos/start-session: - -Start a session ---------------- - -From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash -Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue -Selling` if the session is already opened. - -.. note:: - Multiple users can be connected to the same session at the same time. However, the session can - only be opened once on the same browser. - -Click products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter -the number of products using the keypad. To add a **discount** or modify the product **price**, -click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts. - -Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the -**payment method**, enter the received amount, and click :guilabel:`Validate`. Click -:guilabel:`New Order` to move on to the next customer. - -.. image:: getting_started/pos-interface.png - :align: center - :alt: POS session interface. - -.. tip:: - - You can use both `,` and `.` on your keyboard as decimal separators. - - **Cash** is selected by default if you enter the amount without choosing a payment method. - - -Return and refund products --------------------------- - -To return and refund a product, - -#. :ref:`start a session ` from the **POS dashboard**; -#. click :guilabel:`Refund` and select the corresponding order; -#. select the product and the quantity to refund using the keypad; -#. click :guilabel:`Refund` to go back to the previous screen; -#. once the order is completed, click :guilabel:`Payment` to proceed to the refund; -#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer. - -.. image:: getting_started/refund.png - :align: center - :alt: refund view from a POS - -.. note:: - - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or - :guilabel:`Customer` using the search bar. - - You can also refund a product by selecting the returned product from an open session, and - setting a negative quantity that equals the number of returned products. To do so, click - :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products. - -Close the POS session ---------------------- - -To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so -opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various -information: - -- the number of orders made and the total amount made during the session; -- the expected amounts grouped by payment method. - -Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up -window that computes the total amount in the cash drawer depending on the coins and bills counted -and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The -computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are -specified in the **Notes** section. - -.. image:: getting_started/closing-control.png - :align: center - :alt: How to close a POS session. - -Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to -the **POS dashboard**. - -.. note:: - - You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by - clicking :guilabel:`Discard`. - - Depending on your setup, you might only be allowed to close a session if the expected cash - revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` at the - :guilabel:`Payments Difference` screen. - -.. tip:: - - It is strongly advised to close your POS session at the end of each day. - - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> - Sessions`. - -View statistics -=============== - -To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from -the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`, -and :guilabel:`Orders`. - -These statistics are available in a graph or pivot view that you can filter or group depending on -your needs. diff --git a/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png b/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png deleted file mode 100644 index f90ef7acae..0000000000 Binary files a/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/payment_methods.rst b/content/applications/sales/point_of_sale/payment_methods.rst new file mode 100644 index 0000000000..22440d74cb --- /dev/null +++ b/content/applications/sales/point_of_sale/payment_methods.rst @@ -0,0 +1,42 @@ +:show-content: + +=============== +Payment methods +=============== + +Configuration +============= + +To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> +Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` +to allow this payment method *exclusively* for registered customers. + +Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash +payments, or :guilabel:`Bank` to use it for card payments. + +.. image:: payment_methods/payment-method.png + :align: center + :alt: Creating a new payment method for a POS. + +.. note:: + - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal` + field in which you can add your terminal's information. + - Credentials are mandatory to use a payment terminal. To learn how to configure the different + terminals, check out the following documentation pages: + + - :doc:`Adyen configuration ` + - :doc:`Ingenico configuration ` + - :doc:`Six configuration ` + - :doc:`Stripe configuration ` + - :doc:`Vantiv configuration ` + - :doc:`Worldline configuration ` + +Once the payment method is created, you can select it to be used in your POS. To do so, go to the +:ref:`POS settings `, select the POS for which you wish to make the payment +method available in the :guilabel:`Point of Sale` field, and add the payment method(s) under the +:guilabel:`Payment` section. + +.. toctree:: + :titlesonly: + + payment_methods/payment diff --git a/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png b/content/applications/sales/point_of_sale/payment_methods/payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/payment-method.png rename to content/applications/sales/point_of_sale/payment_methods/payment-method.png diff --git a/content/applications/sales/point_of_sale/payment.rst b/content/applications/sales/point_of_sale/payment_methods/payment.rst similarity index 90% rename from content/applications/sales/point_of_sale/payment.rst rename to content/applications/sales/point_of_sale/payment_methods/payment.rst index 4bf3a209cb..561072a29b 100644 --- a/content/applications/sales/point_of_sale/payment.rst +++ b/content/applications/sales/point_of_sale/payment_methods/payment.rst @@ -1,7 +1,7 @@ :nosearch: ================= -Payment Terminals +Payment terminals ================= .. toctree:: @@ -9,8 +9,7 @@ Payment Terminals payment/adyen payment/ingenico - payment/vantiv + payment/stripe payment/six + payment/vantiv payment/worldline - payment/stripe - diff --git a/content/applications/sales/point_of_sale/payment/adyen.rst b/content/applications/sales/point_of_sale/payment_methods/payment/adyen.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/adyen.rst rename to content/applications/sales/point_of_sale/payment_methods/payment/adyen.rst diff --git a/content/applications/sales/point_of_sale/payment/ingenico.rst b/content/applications/sales/point_of_sale/payment_methods/payment/ingenico.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico.rst rename to content/applications/sales/point_of_sale/payment_methods/payment/ingenico.rst diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_02.png b/content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_02.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_02.png rename to content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_02.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_03.png b/content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_03.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_03.png rename to content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_03.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_04.png b/content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_04.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_04.png rename to content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_04.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_05.png b/content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_05.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_05.png rename to content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_05.png diff --git a/content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_06.png b/content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_06.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/ingenico/payment_terminal_06.png rename to content/applications/sales/point_of_sale/payment_methods/payment/ingenico/payment_terminal_06.png diff --git a/content/applications/sales/point_of_sale/payment/six.rst b/content/applications/sales/point_of_sale/payment_methods/payment/six.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/six.rst rename to content/applications/sales/point_of_sale/payment_methods/payment/six.rst diff --git a/content/applications/sales/point_of_sale/payment/six/new-payment-method.png b/content/applications/sales/point_of_sale/payment_methods/payment/six/new-payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/new-payment-method.png rename to content/applications/sales/point_of_sale/payment_methods/payment/six/new-payment-method.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-reverse-payment.png b/content/applications/sales/point_of_sale/payment_methods/payment/six/pos-reverse-payment.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/pos-reverse-payment.png rename to content/applications/sales/point_of_sale/payment_methods/payment/six/pos-reverse-payment.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-send-payment.png b/content/applications/sales/point_of_sale/payment_methods/payment/six/pos-send-payment.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/pos-send-payment.png rename to content/applications/sales/point_of_sale/payment_methods/payment/six/pos-send-payment.png diff --git a/content/applications/sales/point_of_sale/payment/six/pos-six-module.png b/content/applications/sales/point_of_sale/payment_methods/payment/six/pos-six-module.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/six/pos-six-module.png rename to content/applications/sales/point_of_sale/payment_methods/payment/six/pos-six-module.png diff --git a/content/applications/sales/point_of_sale/payment/stripe.rst b/content/applications/sales/point_of_sale/payment_methods/payment/stripe.rst similarity index 98% rename from content/applications/sales/point_of_sale/payment/stripe.rst rename to content/applications/sales/point_of_sale/payment_methods/payment/stripe.rst index 86ada0db9b..10e8254124 100644 --- a/content/applications/sales/point_of_sale/payment/stripe.rst +++ b/content/applications/sales/point_of_sale/payment_methods/payment/stripe.rst @@ -6,7 +6,7 @@ Connecting a payment terminal allows you to offer a fluid payment flow to your c the work of your cashiers. .. seealso:: - - :doc:`Use Stripe as payment provider. <../../../finance/payment_providers/stripe>` + - :doc:`Use Stripe as payment provider. <../../../../finance/payment_providers/stripe>` Configuration ============= diff --git a/content/applications/sales/point_of_sale/payment/stripe/create-method-stripe.png b/content/applications/sales/point_of_sale/payment_methods/payment/stripe/create-method-stripe.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/stripe/create-method-stripe.png rename to content/applications/sales/point_of_sale/payment_methods/payment/stripe/create-method-stripe.png diff --git a/content/applications/sales/point_of_sale/payment/stripe/stripe-connect.png b/content/applications/sales/point_of_sale/payment_methods/payment/stripe/stripe-connect.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/stripe/stripe-connect.png rename to content/applications/sales/point_of_sale/payment_methods/payment/stripe/stripe-connect.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv.rst b/content/applications/sales/point_of_sale/payment_methods/payment/vantiv.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv.rst rename to content/applications/sales/point_of_sale/payment_methods/payment/vantiv.rst diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_01.png b/content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_01.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_01.png rename to content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_01.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_02.png b/content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_02.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_02.png rename to content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_02.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_03.png b/content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_03.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_03.png rename to content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_03.png diff --git a/content/applications/sales/point_of_sale/payment/vantiv/vantiv_04.png b/content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_04.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/vantiv/vantiv_04.png rename to content/applications/sales/point_of_sale/payment_methods/payment/vantiv/vantiv_04.png diff --git a/content/applications/sales/point_of_sale/payment/worldline.rst b/content/applications/sales/point_of_sale/payment_methods/payment/worldline.rst similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline.rst rename to content/applications/sales/point_of_sale/payment_methods/payment/worldline.rst diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-form.png b/content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-form.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-form.png rename to content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-form.png diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-ipsequence.png b/content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-ipsequence.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-ipsequence.png rename to content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-ipsequence.png diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-payment-terminals.png b/content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-payment-terminals.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-payment-terminals.png rename to content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-payment-terminals.png diff --git a/content/applications/sales/point_of_sale/payment/worldline/worldline-payment.png b/content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-payment.png similarity index 100% rename from content/applications/sales/point_of_sale/payment/worldline/worldline-payment.png rename to content/applications/sales/point_of_sale/payment_methods/payment/worldline/worldline-payment.png diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst index abdbfc6e4b..43f47a52b8 100644 --- a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst +++ b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst @@ -42,7 +42,7 @@ to your installation: .. seealso:: - :doc:`../../../productivity/iot/config/connect` - :doc:`../../../productivity/iot/devices/printer` - - :doc:`../overview/epos_ssc` + - :doc:`../general/epos_ssc` Set your printer to print specific products based on their POS category. To do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field. If you leave this field diff --git a/content/applications/sales/point_of_sale/restaurant/tips.rst b/content/applications/sales/point_of_sale/restaurant/tips.rst index 649f4dd193..2337c651c9 100644 --- a/content/applications/sales/point_of_sale/restaurant/tips.rst +++ b/content/applications/sales/point_of_sale/restaurant/tips.rst @@ -3,7 +3,7 @@ Tips ==== Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops -<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`. +<../general/sessions>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`. .. _configuration: @@ -42,9 +42,9 @@ checkbox, and click :guilabel:`Save & Close`. Tip using an Adyen terminal --------------------------- -If you use an :doc:`Adyen <../payment/adyen>` payment terminal and wish to enable **tips** -using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip -settings `. +If you use an :doc:`Adyen <../payment_methods/payment/adyen>` payment terminal and wish to enable +**tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the +:ref:`tip settings `. Tip after payment ----------------- @@ -59,7 +59,7 @@ and the waiter. That bill indicates the tip value the customer chooses to give a Add tips ======== -To add tips to an order, :doc:`access the payment screen <../overview/getting_started>` and click +To add tips to an order, :doc:`access the payment screen <../general/sessions>` and click :guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and process the payment. diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index 8693a78769..865a7f4519 100644 --- a/content/applications/sales/point_of_sale/shop/barcode.rst +++ b/content/applications/sales/point_of_sale/shop/barcode.rst @@ -55,7 +55,7 @@ You can also enter the barcode number manually in the search bar to look for the click it to add it to the cart. .. seealso:: - - :doc:`Get started <../overview/getting_started>` + - :doc:`Get started <../general/sessions>` Log employees ------------- diff --git a/content/applications/sales/point_of_sale/shop/invoice.rst b/content/applications/sales/point_of_sale/shop/invoice.rst index 36b545ede3..3936b20a67 100644 --- a/content/applications/sales/point_of_sale/shop/invoice.rst +++ b/content/applications/sales/point_of_sale/shop/invoice.rst @@ -40,7 +40,7 @@ Select the payment method and click :guilabel:`Validate`. The **invoice** is aut and ready to be downloaded and/or printed. .. seealso:: - - :doc:`../overview/getting_started` + - :doc:`../general/sessions` Retrieve invoices ----------------- diff --git a/redirects/16.0.txt b/redirects/16.0.txt index e113e91f40..1c38c52950 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -23,6 +23,15 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa # applications/sales applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions +applications/sales/point_of_sale/general/getting_started.rst applications/sales/point_of_sale/general/sessions.rst +applications/sales/point_of_sale/overview.rst applications/sales/point_of_sale/general.rst # point_of_sale/overview --> point_of_sale/general +applications/sales/point_of_sale/payment.rst applications/sales/point_of_sale/payment_methods/payment.rst # point_of_sale/payment --> point_of_sale/payment_methods/payment +applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/payment/adyen.rst +applications/sales/point_of_sale/payment/ingenico.rst applications/sales/point_of_sale/payment_methods/payment/ingenico.rst +applications/sales/point_of_sale/payment/six.rst applications/sales/point_of_sale/payment_methods/payment/six.rst +applications/sales/point_of_sale/payment/stripe.rst applications/sales/point_of_sale/payment_methods/payment/stripe.rst +applications/sales/point_of_sale/payment/vantiv.rst applications/sales/point_of_sale/payment_methods/payment/vantiv.rst +applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/payment/worldline.rst applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst # configuration/subscription_products --> products applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst # configuration/subscription_templates --> plans applications/sales/subscriptions/follow_up/automatic_alerts.rst applications/sales/subscriptions/automatic_alerts.rst # follow_up/* --> *