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