[FW][MOV] pos: restructuration of pos toctree

content/applications/finance/fiscal_localizations/belgium.rst

@@ -71,9 +71,9 @@ POS.
   - Sell products without a valid VAT number.
   - Use a POS that is not connected to an IoT box.
 
-- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
-  and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
-  :guilabel:`Half-Up`.
+- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
+  activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
+  set as :guilabel:`Half-Up`.
 - Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
   Configuration --> Settings`, and from the :guilabel:`Accounting` section, open the
   :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field.

content/applications/productivity/iot.rst

@@ -12,4 +12,3 @@ Internet of Things (IoT)
 
    iot/config
    iot/devices
-   ../sales/point_of_sale/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>`.
 
 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

@@ -1,24 +1,169 @@
-:nosearch:
 :show-content:
-:hide-page-toc:
 :show-toc:
 
 =============
 Point of Sale
 =============
 
-With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
-is able to continue working even if you are offline.
+With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
+a web browser, even if you are temporarily offline. Product moves are automatically registered in
+your stock, you get real-time statistics, and your data is consolidated across all shops.
 
 .. seealso::
    - `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
    - :doc:`IoT Boxes Documentations </applications/productivity/iot>`
 
+.. _pos/session-start:
+
+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.
+
+.. _pos/sell:
+
+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:: point_of_sale/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.
+
+.. _pos/customers:
+
+Register customers
+==================
+
+Registering your customers gives you the ability to grant them various privileges such as discounts,
+loyalty program, specific communication. It is also required if they want an invoice and registering
+them makes any future interaction with them faster.
+
+From your session interface, use the customer button.
+
+.. image:: point_of_sale/customer-button.png
+
+Create a new one by using this button.
+
+.. image:: point_of_sale/customer-add.png
+
+You will be invited to fill out the customer form with their
+information.
+
+.. image:: point_of_sale/customer-form.png
+
+Use the save button when you are done. You can then select that customer
+in any future transactions.
+
+.. _pos/customer-notes:
+
+Customer notes
+==============
+
+You can add **customer notes** about specific products directly from an open :ref:`POS session
+<pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used
+to track a customer's particular request, such as not wanting the product to be assembled for them.
+
+To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up
+window in which you can add or modify content for the note.
+
+.. note::
+   Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
+   identically in the cart.
+
+.. image:: point_of_sale/customer-notes.png
+   :alt: Customer note button and notes (SO and POS session) on products in the cart
+
+Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
+under the related product.
+
+.. image:: point_of_sale/notes-receipt.png
+   :alt: Customer receipt with notes from an SO and from the customer note feature
+
+.. _pos/refund:
+
+Return and refund products
+==========================
+
+To return and refund a product,
+
+#. :ref:`start a session <pos/session-start>` 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.
+
+.. 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.
+
+.. _pos/session-close:
+
+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 total of all the transactions made during the session grouped by payment method;
+- 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:: point_of_sale/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:`Keep Session Open` or abort and keep
+     selling by clicking :guilabel:`Continue Selling`.
+   - Depending on your setup, you might not be allowed to close a session if the expected cash
+     revenue does not equal the counted cash. To close the session, check :guilabel:`Accept payments
+     difference and post a profit/loss journal entry`.
+
+.. 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`.
+
 .. toctree::
    :titlesonly:
 
-   point_of_sale/overview
+   point_of_sale/employee_login
+   point_of_sale/receipts_invoices
+   point_of_sale/configuration
    point_of_sale/shop
    point_of_sale/restaurant
-   point_of_sale/payment
-   point_of_sale/advanced_pricing_features
+   point_of_sale/pricing
+   point_of_sale/payment_methods
+   point_of_sale/reporting

content/applications/sales/point_of_sale/configuration.rst

@@ -0,0 +1,34 @@
+:show-content:
+:show-toc:
+
+=============
+Configuration
+=============
+
+.. _configuration/settings:
+
+Access POS settings
+===================
+
+To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
+Settings`.
+
+To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
+Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
+vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
+
+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:: configuration/pos-available.png
+   :alt: Making a product available in your POS.
+
+.. toctree::
+   :titlesonly:
+
+   configuration/https
+   configuration/epos_ssc

content/applications/sales/point_of_sale/shop/multicashiers.rst → content/applications/sales/point_of_sale/employee_login.rst

@@ -21,7 +21,7 @@ To enable the feature, go to your *PoS settings* and check log in with
 employees on your *PoS form*. Then, add the employees that have access
 to the cash register.
 
-.. image:: multicashiers/multicashiers01.png
+.. image:: employee_login/multicashiers01.png
     :align: center
 
 Now, you can switch cashier easily.
@@ -32,12 +32,12 @@ Switch without pin codes
 The easiest way to switch cashiers is without a code. To do so, click on
 the cashier name in your PoS interface.
 
-.. image:: multicashiers/multicashiers02.png
+.. image:: employee_login/multicashiers02.png
     :align: center
 
 Now, you just have to click on your name.
 
-.. image:: multicashiers/multicashiers03.png
+.. image:: employee_login/multicashiers03.png
     :align: center
 
 .. _set-pin-code:
@@ -48,12 +48,12 @@ Switch cashier with pin codes
 You can set a pin code on each cashier. To set up a pin code, go to the
 employee form and add a security PIN, in the *HR settings tab*.
 
-.. image:: multicashiers/multicashiers04.png
+.. image:: employee_login/multicashiers04.png
     :align: center
 
 Now, when switching cashier, a PIN password will be asked.
 
-.. image:: multicashiers/multicashiers05.png
+.. image:: employee_login/multicashiers05.png
     :align: center
 
 .. _employee-barcode:
@@ -66,7 +66,7 @@ so, set up a barcode at the same place you add the PIN code. Print the
 badge and when they will scan it, the cashier will be switched to that
 employee.
 
-.. image:: multicashiers/multicashiers06.png
+.. image:: employee_login/multicashiers06.png
     :align: center
 
 Find who was the cashier
@@ -75,7 +75,7 @@ Find who was the cashier
 Once you have closed your *PoS session*, you can have an overview of
 the amount each cashier sold for. To do so, go to the orders menu.
 
-.. image:: multicashiers/multicashiers07.png
+.. image:: employee_login/multicashiers07.png
     :align: center
 
 Now, you can open the order and have a summary of the sold products.