16.0 accesssettings lrpz

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:
 

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

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
-   </applications/sales/point_of_sale/payment>`.
+   </applications/sales/point_of_sale/payment_methods/payment>`.
 
 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*

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

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. <shop/multicashiers>`
+- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`
+- :doc:`Connect and set up an ePOS printer. <general/epos_ssc>`
+
+.. 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

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 <pos/start-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`.