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[IMP] pos: remove duplicate of set customer and update sections accordingly

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task-3366190

closes odoo/documentation#6664

X-original-commit: 4118cb9bf9
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
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Loredana Perazzo
2023-11-23 10:41:15 +01:00
parent 456791dbac
commit 99cdff22c4
5 changed files with 33 additions and 29 deletions
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content/applications/sales/point_of_sale.rst
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@@ -51,14 +51,19 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
Set customers
=============
You can create and set customers from an :ref:`open POS session <pos/session-start>`. Registering
your customer is necessary to :doc:`collect their loyalty points and grant them rewards
Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards
<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
<receipts-invoices/invoices>`.
To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a
customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving.
You can create customers from an :ref:`open POS session <pos/session-start>` by clicking
:menuselection:`Customer --> Create`, and filling in the contact information. You can also create
customers from the backend by going to :menuselection:`Point of Sale --> Orders --> Customers` and
clicking :guilabel:`New`. Then, fill in the information and save.
To set a customer during an order, access the list of customers by clicking :guilabel:`Customer` on
the POS interface. You can also set a customer at the payment screen by clicking
:guilabel:`Customer`.
.. _pos/customer-notes: