[MOV] pos: restructuration of pos toctree

task-3284514

+ update of access pos settings + + update menu button + cash register
Task-3256407

closes #4212

closes odoo/documentation#4242

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>
This commit is contained in:
Jonathan
2023-04-21 14:37:11 +00:00
parent 6d25f69513
commit 27647fcb38
119 changed files with 417 additions and 384 deletions
@@ -1,51 +0,0 @@
=================================
Flexible taxes (fiscal positions)
=================================
When running a business, you may need to apply different taxes and record transactions on various
accounts based on the location and type of business of your customers and providers.
The **fiscal positions** feature enables you to establish rules that automatically select the right
taxes and accounts used for each transaction.
.. seealso::
- :doc:`../../../finance/accounting/taxation/taxes/fiscal_positions`
- :doc:`../../../finance/accounting/taxation/taxes/taxes`
Configuration
=============
To enable the feature, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll
down to the :guilabel:`Accounting` section, and enable :guilabel:`Flexible Taxes`.
Then, set a default fiscal position that should be applied to all sales in the selected POS in the
:guilabel:`Default` field. You can also add more fiscal positions to choose from in the
:guilabel:`Allowed` field.
.. image:: fiscal_position/flexible-taxes-setting.png
:align: center
According to the :doc:`fiscal localization package <../../../finance/fiscal_localizations>`
activated, several fiscal positions are preconfigured and can be set and used in POS. However, you
can also :ref:`create new fiscal positions <fiscal_positions/mapping>`.
.. note::
If you do not set a fiscal position, the tax remains as defined in the **customer taxes** field
on the product form.
Use fiscal positions
====================
Open a :ref:`POS session <pos/start-session>` to use one of the allowed fiscal positions. Then,
click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from
the list. Doing so applies the defined rules automatically to all the products subject to the chosen
fiscal position's regulations.
.. image:: fiscal_position/set-tax.png
:align: center
.. note::
If a default fiscal position is set, the tax button displays the name of the fiscal position.
.. seealso::
:doc:`../../../finance/accounting/taxation/taxes/fiscal_positions`
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@@ -42,7 +42,7 @@ to your installation:
.. seealso::
- :doc:`../../../productivity/iot/config/connect`
- :doc:`../../../productivity/iot/devices/printer`
- :doc:`../overview/epos_ssc`
- :doc:`../configuration/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
@@ -2,8 +2,8 @@
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>`.
Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops <pos/sell>`,
:doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
.. _configuration:
@@ -17,7 +17,6 @@ enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The
will be used as a reference on customers' receipts.
.. image:: tips/tips-setup.png
:align: center
:alt: enable tips in a POS
.. _tip-product:
@@ -42,9 +41,9 @@ 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 <configuration>`.
If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment terminal and wish to enable
**tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the
:ref:`tip settings <configuration>`.
Tip after payment
-----------------
@@ -59,12 +58,10 @@ 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
:guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and
process the payment.
To add tips to an order, :ref:`access the payment screen <pos/sell>` and click :guilabel:`♥ Tip`.
Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and process the payment.
.. image:: tips/add-tip.png
:align: center
:alt: tip popup window
Alternatively, you can select the :ref:`tip product <tip-product>` on the POS interface to add it to
@@ -85,7 +82,6 @@ At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing
to complete by the customer.
.. image:: tips/tipping-bill.png
:align: center
:alt: tipping bill after payment to complete by customers
On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`),
@@ -93,5 +89,4 @@ On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`,
:guilabel:`Settle` to move to the following order.
.. image:: tips/tip-after-payment.png
:align: center
:alt: screen to select a tip amount to collect after payment