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documentation/content/applications/sales/point_of_sale/configuration.rst
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Loredana Perazzo c6af8e28fd [IMP] POS: add information about POS categories
task-3984698

Still have to come back in 16 (restrict and start categories) and
saas-17.4 (point of sale tab in product form)

closes odoo/documentation#11003

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-09-13 11:09:24 +00:00

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=============
Configuration
=============
.. _configuration/settings:
Access the POS settings
=======================
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
Settings`.
To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
Make products available
=======================
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and select a product to open the product form. In the :guilabel:`Sales` tab, enable
:guilabel:`Available in POS`.
.. image:: configuration/pos-available.png
:alt: Making a product available in your POS.
PoS product categories
======================
Configuration
-------------
POS product categories allow users to categorize products and get a more structured and clean
POS interface.
To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product
Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the
:guilabel:`Category Name` field.
To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A
parent category groups one or more child categories.
.. example::
.. image:: configuration/parent-categories.png
:alt: The PoS product categories grouped by parent categories
Assign PoS product categories
-----------------------------
Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to
the :guilabel:`Sales` tab and fill in the :guilabel:`Category` field under the :guilabel:`Point of
Sale` section.
.. image:: configuration/form-pos-category.png
:alt: Sales tab of a product form to add a PoS product category
.. toctree::
:titlesonly:
configuration/epos_printers
configuration/https
configuration/epos_ssc