Compare commits

...

3 Commits

Author SHA1 Message Date
guillaume gallant (guga) 63c023b15d [IMP] point_of_sale: improve text and replace pictures for Vantiv
task-3005157
2024-06-20 10:54:17 +02:00
Loredana Perazzo 2e47b6a600 [IMP] pos: remove Epson TM-20 from list of compatible
task-3925551

closes odoo/documentation#9651

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-06-05 10:27:15 +00:00
Felicious 2cebcb0cda [IMP] inventory: reserve full vs partial packaging
closes odoo/documentation#9520

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-06-05 00:36:40 +00:00
9 changed files with 64 additions and 30 deletions
@@ -164,6 +164,13 @@ For example, different packages for cans of soda can be configured as a 6-pack,
of 36. Each flavor of soda would need a `6`, `12`, and `36` can packaging configured on the
individual product since packagings are product specific, not generic.
.. tip::
Packaging can be used in conjunction with Odoo :ref:`Barcode <inventory/barcode/software>`. When
receiving products from suppliers, scanning the packaging barcode automatically adds the number
of units in the packaging to the internal count of the product.
.. _inventory/management/packaging-setup:
Set up packagings
-----------------
@@ -210,6 +217,43 @@ and create another one in a fresh pop-up window.
:alt: Show packaging and contained quantities, specified on the product page form in the
Inventory tab.
Partial reservation
-------------------
After :ref:`completing the packaging setup <inventory/management/packaging-setup>`, packagings can
be reserved in full or partial quantities for outgoing shipments. Partial packaging flexibility
expedites order fulfillment by allowing the immediate shipment of available items, while awaiting
the rest.
To configure packaging reservation methods, go to :menuselection:`Inventory app --> Configuration
--> Product Categories`. Then, click :guilabel:`Create`, or select the desired product category.
On the product category's form, in the :guilabel:`Logistics` section, :guilabel:`Reserve Packagings`
can be set to :guilabel:`Reserve Only Full Packagings` or :guilabel:`Reserve Partial Packagings`.
.. important::
To see the :guilabel:`Reserve Packaging` field, the :guilabel:`Product Packaging` feature
**must** be enabled. To enable this feature, go to :menuselection:`Inventory app -->
Configuration --> Settings`, scroll to the :guilabel:`Products` section, tick the
:guilabel:`Product Packagings` checkbox, and click :guilabel:`Save`.
.. image:: usage/reserve-packaging.png
:align: center
:alt: Show Reserve Packagings field on the product categories page.
.. example::
To better evaluate the options based on business needs, consider the following example:
- a product is sold in twelve units per packaging.
- an order demands two packagings.
- there are only twenty-two units in stock.
When :guilabel:`Reserve Only Full Packagings` is selected, only twelve units are reserved for the
order.
Conversely, when :guilabel:`Reserve Partial Packagings` is selected, twenty-two units are
reserved for the order.
View all packagings
-------------------
@@ -241,7 +285,3 @@ used for the product(s). The chosen packaging is displayed on the :abbr:`SO (Sal
:align: center
:alt: Assign packagings on the Sales Order Line.
.. tip::
Packaging can be used in conjunction with Odoo :ref:`Barcode <inventory/barcode/software>`. When
receiving products from suppliers, scanning the packaging barcode automatically adds the number
of units in the packaging to the internal count of the product.
Binary file not shown.

After

Width:  |  Height:  |  Size: 6.4 KiB

@@ -32,7 +32,6 @@ The following ePOS printers are directly compatible with Odoo without needing an
- Epson TM-T70II-DT
- Epson TM-T88V-DT
- Epson TM-L90-i
- Epson TM-T20II-i
- Epson TM-T70-i
- Epson TM-T82II-i
- Epson TM-T83II-i
@@ -6,8 +6,8 @@ Connecting a Vantiv payment terminal allows you to offer a fluid payment flow to
ease the work of your cashiers.
.. note::
Please note MercuryPay only operates with US and Canadian banks, making
this procedure only suitable for North American businesses.
Please note MercuryPay only operates with US and Canadian banks, making this procedure only
suitable for North American businesses.
.. warning::
Vantiv card readers should be purchased exclusively from Vantiv, as certain Vantiv terminals
@@ -16,35 +16,30 @@ ease the work of your cashiers.
Configuration
=============
Configure the Payment Method
Configure the payment method
----------------------------
First, go in the general settings of the POS app, and activate the
Vantiv setting.
Enable the payment terminal in the :guilabel:`Payment Terminals` section :ref:`of the application
settings <configuration/settings>`.
.. image:: vantiv/vantiv_01.png
:align: center
Then, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, and :doc:`create
the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and
select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field.
Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the
payments section and access your payment methods. Create a new payment
method for Vantiv, select the payment terminal option Vantiv, and create
new Vantiv credentials.
Type the name you want to give to your :guilabel:`Vantiv Credentials` and click :guilabel:`Create
and edit`. Enter your :guilabel:`Merchant ID` and :guilabel:`Merchant Password`, then click
:guilabel:`Save & Close`.
.. image:: vantiv/vantiv_02.png
:align: center
.. image:: vantiv/vantiv-method.png
:alt: Vantiv payment method
To create new Vantiv credentials, fill in your merchant ID and password,
then save. Make sure the credentials you just created are selected, then
save the payment method.
Once the payment method is created, you can select it in your POS settings. To do so, go to the
:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
under the :guilabel:`Payments` section.
.. image:: vantiv/vantiv_03.png
:align: center
Pay with a Payment Terminal
Pay with a payment terminal
===========================
In your PoS interface, at the moment of the payment, select your Vantiv
payment method and… thats all.
.. image:: vantiv/vantiv_04.png
:align: center
When processing a payment, select the related payment method. Check the amount and click on
:guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
Successful`.
Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 9.0 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 82 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 15 KiB