[ADD] point_of_sale: documentation for PoS based marketing

2024-07-17 10:31:51 +05:30
17 changed files with 160 additions and 0 deletions
@@ -183,4 +183,5 @@ the **POS dashboard**.
   point_of_sale/restaurant
   point_of_sale/pricing
   point_of_sale/payment_methods
+   point_of_sale/pos_based_marketing
   point_of_sale/reporting
@@ -0,0 +1,49 @@
+:show-content:
+
+===================
+PoS-based Marketing
+===================
+
+Point of Sale-based marketing is a method of marketing that utilizes Point of Sale. We use Email and WhatsApp to send promotional
+offers to potential customers.
+
+Configuration
+=============
+
+We need to enable :menuselection:`Configuration --> Setting --> WhatsApp Enabled` to store mobile while sending receipts on WhatsApp.
+
+.. image:: pos_based_marketing/whatsapp-enabled.png
+   :align: center
+   :alt: Needed to store mobile while sending receipt on WhatsApp
+
+We need to enable :menuselection:`Configuration --> Setting --> SMS Enabled` to store mobile while sending receipts on SMS.
+
+.. image:: pos_based_marketing/sms-enabled.png
+   :align: center
+   :alt: Needed to store mobile while sending receipt on SMS
+
+Here is the basic flow for storing contact details:
+===================================================
+
+-   Open the Point of Sale session.
+-   Make an order and validate it.
+-   If the partner is selected, their contact details will be stored in the PoS order.
+-   If the partner is not selected, the contact details will be stored after sending the receipt from the receipt screen
+    via Email, SMS and WhatsApp.
+
+.. image:: pos_based_marketing/store-contact-details.png
+   :align: center
+   :alt: How to store store contact details
+
+-   After that, the user can continue the Email marketing and WhatsApp marketing flow as detailed in the Email marketing and
+    WhatsApp marketing Docs.
+
+.. seealso::
+   - :doc:`pos_based_marketing/email`
+   - :doc:`pos_based_marketing/whatsapp`
+
+.. toctree::
+   :titlesonly:
+
+   pos_based_marketing/email
+   pos_based_marketing/whatsapp
@@ -0,0 +1,51 @@
+:show-content:
+
+===============
+Email Marketing
+===============
+
+In Point of Sale, we use the emails stored in PoS orders for email marketing purposes.
+
+.. note::
+    - Basic email marketing can be done without an Email Marketing App.
+    - For more advanced email marketing, an email marketing app can be used to track marketing campaigns.
+
+Flow of Email Marketing:
+========================
+
+-  After creating an order with contact details, the user needs to select orders from the PoS orders list view.
+-  Then the user has to open the server action menu and click on the :guilabel:`Send Email` action.
+
+.. image:: email/email-server-action.png
+   :align: center
+   :alt: How to open mail composer
+
+-  This will open an mail composer.
+
+.. image:: email/mail-composer.png
+   :align: center
+   :alt: mail composer view
+
+-  The user can select an email template to use and can also update the email body from the mail composer.
+-  After modifying the template, the user can click on the :guilabel:`Send` button.
+-  A :guilabel:`Email triggered successfully.` notification will appear after the successful mail are sent.
+
+.. image:: email/email-notification.png
+   :align: center
+   :alt: email marketing confirmation notification
+
+-  For sending mass emails through email marketing, the user has to add a mass mailing name in the mail composer.
+
+.. image:: email/mass-mailing-name.png
+   :align: center
+   :alt: Needed for mass mailing
+
+.. note::
+    - If a partner with the same email is not found, a new partner is created.
+
+.. tip::
+   Users can also send standalone marketing emails from the PoS order form.
+
+.. image:: email/standalone-email-marketing.png
+   :align: center
+   :alt: How to do standalone email marketing
@@ -0,0 +1,59 @@
+:show-content:
+
+==================
+Whatsapp Marketing
+==================
+
+In Point of Sale, we use the mobile stored in PoS orders for Whatsapp marketing purposes.
+
+Configuration
+=============
+
+Configuring the "WhatsApp Message" server action
+------------------------------------------------
+
+ #.  Install the :guilabel:`whatsapp_pos` module.
+ #.  Obtain approved marketing templates with the :guilabel:`Applies to` field value set to :guilabel:`Point of Sale Orders`, :guilabel:`Phone Field` field value
+     set to :guilabel:`mobile` or :menuselection:`Partner --> Mobile`.
+ #.  Click the :guilabel:`Allow Multi` button to create a server action in the PoS order's list view.
+
+Flow for WhatsApp marketing:
+============================
+
+-   creating an order with contact details, select the orders from the PoS orders list view.
+-   Open the server actions menu from the PoS order list view.
+-   Click on the :guilabel:`WhatsApp Message` server action.
+
+.. image:: whatsapp/whatsapp-message-server-action.png
+   :align: center
+   :alt: How to open whatsapp composer
+
+-   This will open a WhatsApp composer.
+
+.. image:: whatsapp/whatsapp-composer.png
+   :align: center
+   :alt: whatsapp composer view
+
+-   Select the desired marketing template for the message.
+-   Click on the :guilabel:`Send Message` button.
+-   A :guilabel:`WhatsApp messages triggered successfully.` notification will appear after the successful messages are sent from WhatsApp.
+
+.. image:: whatsapp/whatsapp-notification.png
+   :align: center
+   :alt: whatsapp marketing confirmation notification
+
+.. note::
+    - Users can now only send marketing templates from the PoS order's :guilabel:`Send WhatsApp` server action.
+    - Approved marketing templates with the allow multi-option enabled from the :guilabel:`Point of Sale Orders` applies to field value
+      are required for WhatsApp marketing based on Point of Sale.
+
+.. image:: whatsapp/whatsapp-template.png
+   :align: center
+   :alt: whatsapp template view
+
+.. tip::
+    Users can also send standalone WhatsApp marketing messages from the PoS order form.
+
+.. image:: whatsapp/standalone-whatsapp-marketing.png
+   :align: center
+   :alt: How to do standalone whatsapp marketing