[MOV] pos: restructuration of pos toctree

task-3284514

+ update of access pos settings
Task-3256407

closes odoo/documentation#4241

X-original-commit: f851ea0e0a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo <jcs@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>

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
+   :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.
+
+.. image:: point_of_sale/refund.png
+   :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.
+
+.. _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 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
+   :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` 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`.
+
 .. 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