@@ -16,15 +16,15 @@ convenient.
|
||||
Set up Pricelists
|
||||
=================
|
||||
|
||||
To set up a *Pricelist*, go to :menuselection:`Point of Sale --> Configuration --> Configuration`
|
||||
and enable the *Pricelist* feature. Then, go to :menuselection:`Point of Sale --> Configuration
|
||||
To set up a *Pricelist*, go to :menuselection:`Point of Sale --> Configuration --> Configuration`
|
||||
and enable the *Pricelist* feature. Then, go to :menuselection:`Point of Sale --> Configuration
|
||||
--> Point of Sale` and enable *Pricelist* for the *PoS*.
|
||||
|
||||
.. image:: pricelists/pricelists_01.png
|
||||
:align: center
|
||||
|
||||
Now, you can create *Pricelists* by clicking on the *Pricelists* link.
|
||||
Then, set it up by choosing the product category you want to include in your happy hour
|
||||
Now, you can create *Pricelists* by clicking on the *Pricelists* link.
|
||||
Then, set it up by choosing the product category you want to include in your happy hour
|
||||
and the discount.
|
||||
|
||||
.. image:: pricelists/pricelists_02.png
|
||||
|
||||
@@ -6,7 +6,7 @@ When working with a Point of Sale application, employees want a
|
||||
simple, and user-friendly solution. A solution that works online or
|
||||
offline and with any device.
|
||||
|
||||
A Point of Sale system is a fully integrated application that allows any transaction,
|
||||
A Point of Sale system is a fully integrated application that allows any transaction,
|
||||
automatically registers product moves in your stock, and gives you
|
||||
real-time statistics and consolidations across all shops.
|
||||
|
||||
@@ -84,10 +84,10 @@ payment.
|
||||
Return and refund products
|
||||
--------------------------
|
||||
|
||||
Having a well-thought-out return policy is key to keep customers satisfied and make the process
|
||||
Having a well-thought-out return policy is key to keep customers satisfied and make the process
|
||||
of accepting returns and refunds easy for you.
|
||||
|
||||
To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
|
||||
To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
|
||||
customer wants to return. For multiple products, repeat the process individually.
|
||||
|
||||
.. image:: getting_started/getting_started_06.png
|
||||
@@ -104,7 +104,7 @@ process the payment and validate it.
|
||||
Close the PoS session
|
||||
---------------------
|
||||
|
||||
To close your session at the end of the day, click on the close button on the upper right corner
|
||||
To close your session at the end of the day, click on the close button on the upper right corner
|
||||
of your screen and confirm. Now, close the session on the dashboard view.
|
||||
|
||||
.. image:: getting_started/getting_started_08.png
|
||||
@@ -114,8 +114,8 @@ of your screen and confirm. Now, close the session on the dashboard view.
|
||||
.. tip::
|
||||
It’s strongly advised to close your PoS session at the end of each day.
|
||||
|
||||
Once a session is closed, you can see a summary of all transactions per payment method.
|
||||
Then, click on a line to see all orders that were paid during your PoS session.
|
||||
Once a session is closed, you can see a summary of all transactions per payment method.
|
||||
Then, click on a line to see all orders that were paid during your PoS session.
|
||||
If everything is correct, validate the session and post the closing entries.
|
||||
|
||||
.. image:: getting_started/getting_started_09.png
|
||||
|
||||
@@ -10,7 +10,7 @@ takes away.
|
||||
Set up fiscal positions for PoS
|
||||
===============================
|
||||
|
||||
To enable this feature, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
|
||||
To enable this feature, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
|
||||
and check *Fiscal Position per Order*. Now, you can choose the fiscal positions
|
||||
you want for your *PoS*.
|
||||
|
||||
@@ -32,8 +32,8 @@ Now, choose the fiscal position you need for the current order.
|
||||
Set up a default fiscal position
|
||||
================================
|
||||
|
||||
If you want to use a default fiscal position, meaning that a preexisting value is always
|
||||
automatically assigned, go to :menuselection:`Point of Sale --> Configuration
|
||||
If you want to use a default fiscal position, meaning that a preexisting value is always
|
||||
automatically assigned, go to :menuselection:`Point of Sale --> Configuration
|
||||
--> Point of Sale` and enable *Fiscal Position*. Now, choose one to set as the default one.
|
||||
|
||||
.. image:: fiscal_position/fiscal_position_03.png
|
||||
|
||||
@@ -96,7 +96,7 @@ customer.
|
||||
|
||||
.. image:: restaurant/restaurant_09.png
|
||||
:align: center
|
||||
:alt: View of the pos interface and transfer button. How to transfer customers from one table
|
||||
:alt: View of the pos interface and transfer button. How to transfer customers from one table
|
||||
to another
|
||||
|
||||
Register an additional order
|
||||
|
||||
@@ -2,12 +2,12 @@
|
||||
Cash Rounding
|
||||
=============
|
||||
|
||||
**Cash rounding** is required when the lowest physical denomination
|
||||
of currency, or the smallest coin, is higher than the minimum unit
|
||||
**Cash rounding** is required when the lowest physical denomination
|
||||
of currency, or the smallest coin, is higher than the minimum unit
|
||||
of account.
|
||||
|
||||
For example, some countries require their companies to round up or
|
||||
down the total amount of an invoice to the nearest five cents, when
|
||||
For example, some countries require their companies to round up or
|
||||
down the total amount of an invoice to the nearest five cents, when
|
||||
the payment is made in cash.
|
||||
|
||||
Each point of sale in Odoo can be configured to apply cash rounding
|
||||
@@ -16,20 +16,20 @@ to the totals of its bills or receipts.
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Go to :menuselection:`Point of Sale --> Configuration --> Settings`
|
||||
Go to :menuselection:`Point of Sale --> Configuration --> Settings`
|
||||
and enable *Cash Rounding*, then click on *Save*.
|
||||
|
||||
.. image:: cash_rounding/cash_rounding01.png
|
||||
:align: center
|
||||
|
||||
Go to :menuselection:`Point of Sale --> Configuration --> Point of
|
||||
Go to :menuselection:`Point of Sale --> Configuration --> Point of
|
||||
Sale`, open the point of sale you want to configure, and enable the
|
||||
*Cash Rounding* option.
|
||||
|
||||
To define the **Rounding Method**, open the drop-down list and click
|
||||
on *Create and Edit...*.
|
||||
|
||||
Define here your *Rounding Precision*, *Profit Account*, and
|
||||
Define here your *Rounding Precision*, *Profit Account*, and
|
||||
*Loss Account*, then save both the Rounding Method and your Point
|
||||
of Sale settings.
|
||||
|
||||
@@ -43,5 +43,5 @@ rounding according to your settings.
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
Odoo Point of Sale only support the *Add a rounding line*
|
||||
Odoo Point of Sale only support the *Add a rounding line*
|
||||
rounding strategies and *Half-up* rounding methods.
|
||||
|
||||
Reference in New Issue
Block a user