Loredana Perazzo
455f8ed083
task-3357882 closes odoo/documentation#4662 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
111 lines
4.0 KiB
ReStructuredText
111 lines
4.0 KiB
ReStructuredText
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:show-toc:
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=============
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Point of Sale
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=============
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With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
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a web browser, even if you are temporarily offline. Product moves are automatically registered in
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your stock, you get real-time statistics, and your data is consolidated across all shops.
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.. seealso::
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- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
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- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
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.. _pos/session-start:
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Start a session
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===============
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From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
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:guilabel:`Resume` if the session was already open.
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.. note::
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:doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
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same time. However, the session can only be opened once on the same browser.
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.. _pos/sell:
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Sell products
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=============
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Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
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enter the number of products using the keypad. To add a **discount** or modify the product
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**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
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Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
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**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
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:guilabel:`New Order` to move on to the next customer.
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.. image:: point_of_sale/pos-interface.png
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:align: center
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:alt: POS session interface.
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.. tip::
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- You can use both `,` and `.` on your keyboard as decimal separators.
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- **Cash** is selected by default if you enter the amount without choosing a payment method.
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.. _pos/customers:
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Set customers
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=============
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You can create and set customers from an :ref:`open POS session <pos/session-start>`. Registering
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your customer is necessary to :doc:`collect their loyalty points and grant them rewards
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<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
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<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
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<receipts-invoices/invoices>`.
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To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a
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customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving.
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Lastly, click :guilabel:`Set Customer` to set the selected customer.
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.. _pos/refund:
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Return and refund products
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==========================
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To return a product and make a refund,
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#. from the **POS dashboard**, **open a session** and select the returned product;
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#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
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#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
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#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
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.. _pos/session-close:
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Close the POS session
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=====================
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To close your session,
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#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
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right corner of your screen;
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#. then, click :guilabel:`Close` and proceed to the **closing control**;
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#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
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drawer;
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#. once the control is done, click :guilabel:`Close session & post entries`;
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#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
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.. image:: point_of_sale/close-pos-session.png
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:align: center
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:alt: How to close a POS session.
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.. tip::
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- It is strongly advised to close your POS session at the end of each day.
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- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
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Sessions`.
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.. toctree::
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:titlesonly:
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point_of_sale/employee_login
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point_of_sale/receipts_invoices
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point_of_sale/configuration
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point_of_sale/shop
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point_of_sale/restaurant
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point_of_sale/pricing
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point_of_sale/payment_methods
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point_of_sale/reporting
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