[IMP] POS: homepage update

task-4472597

closes odoo/documentation#13761

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>

content/applications/finance/fiscal_localizations/austria.rst

@@ -295,10 +295,9 @@ Then, click :guilabel:`Print` to download the PDF file with DEP7 data.
 Monthly / Yearly closing receipts
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-To print monthly/yearly closing receipts, :ref:`start a session <pos/session-start>` from the **POS
-dashboard** and click :guilabel:`Open Register` on the related point of sale. Click the
-:icon:`oi-view-list` :guilabel:`(list view)` icon in the top-right corner and select
-:guilabel:`Montly/Yearly Receipts`.
+To print monthly/yearly closing receipts, :ref:`open the related POS register
+<pos/use/open-register>` from the **POS dashboard**. Click the :icon:`oi-view-list`
+:guilabel:`(list view)` icon in the top-right corner and select :guilabel:`Montly/Yearly Receipts`.
 
 The last month is selected by default in the :guilabel:`Print closing receipts` window. To change
 it,  select :guilabel:`Monthly` or :guilabel:`Yearly`, then click the :icon:`fa-calendar-o`

content/applications/finance/fiscal_localizations/brazil.rst

@@ -723,7 +723,7 @@ Generating an NFC-e
 
 To generate an NFC-e, follow these steps:
 
-#. :ref:`Open the relevant point of sale shop and make a sale <pos/session-start>`.
+#. :ref:`Open the relevant point of sale shop and make a sale <pos/use/open-register>`.
 #. Validate the payment to calculate taxes and issue an NFC-e. The valid NFC-e appears on the right
    side of the screen.
 
@@ -782,8 +782,8 @@ If the NFC-e returns an error, follow these steps:
 NFC-e refunds & cancellations
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-:ref:`Refunds can be processed directly in Odoo <pos/refund>`, but *cancellations* must be performed
-through the official government portal.
+:ref:`Refunds can be processed directly in Odoo <pos/use/refund>`, but *cancellations* must be
+performed through the official government portal.
 
 When the process is finalized, the approved return NF-e is created, meaning the **previous NFC-e is
 canceled**.

content/applications/finance/fiscal_localizations/ecuador.rst

@@ -867,7 +867,7 @@ Invoicing flows
 Identification type and number
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-The P0S cashier can :ref:`create a new contact for a customer <pos/customers>` who requests an
+The P0S cashier can :ref:`create a new contact for a customer <pos/use/customers>` who requests an
 invoice from an open POS session.
 
 The *Ecuadorian Module for Point of Sale* adds two new fields to the contact creation form:
@@ -890,7 +890,7 @@ customer as :guilabel:`Consumidor Final` and generates an electronic invoice any
 .. note::
    If the client requests a credit note due to a return of this type of purchase, the credit note
    should be made using the client's real contact information. Credit notes cannot be created for
-   *Consumidor Final* and can be managed :ref:`directly from the POS session <pos/refund>`.
+   *Consumidor Final* and can be managed :ref:`directly from the POS session <pos/use/refund>`.
 
 .. _localizations/ecuador/specific-customer:
 
@@ -902,4 +902,4 @@ with their fiscal information. This ensures the invoice is generated with accura
 
 .. note::
    If the client requests a credit note due to a return of this type of purchase, the credit note
-   and return process can be managed :ref:`directly from the POS session <pos/refund>`.
+   and return process can be managed :ref:`directly from the POS session <pos/use/refund>`.

content/applications/finance/fiscal_localizations/malaysia.rst

@@ -375,8 +375,7 @@ issued from an invoice or a :guilabel:`Self-billed Debit Note` from a vendor bil
 POS workflow
 ------------
 
-Two workflows are available to issue e-invoices in
-:doc:`Point of Sale <../../sales/point_of_sale>`:
+Two workflows are available to issue e-invoices in :doc:`Point of Sale <../../sales/point_of_sale>`:
 
 - :ref:`Individual e-invoice <malaysia/myinvois/pos_workflow/submit>`: Issue an e-invoice
   immediately for a specific order using the customer's details.
@@ -389,8 +388,8 @@ Individual e-invoice
 ~~~~~~~~~~~~~~~~~~~~
 
 To issue an individual e-invoice and send it to MyInvois,
-:ref:`create an invoice <receipts-invoices/invoices>`, and ensure the selected customer has a valid
-:abbr:`TIN (tax identification number)` or **Identification Number**.
+:doc:`create an invoice </applications/sales/point_of_sale/use/pos_invoices>`, and ensure the
+selected customer has a valid :abbr:`TIN (tax identification number)` or **Identification Number**.
 
 .. note::
    If the QR code does not appear on the invoice, the MyInvois validation is still in progress.
@@ -413,8 +412,8 @@ individually :ref:`invoiced <malaysia/myinvois/pos_workflow/submit>` nor
 :ref:`refunded <malaysia/myinvois/pos_workflow/refund>`.
 
 .. note::
-   Orders belonging to an :ref:`open <pos/session-start>` POS session are not included in the
-   consolidation. :ref:`Close <pos/session-close>` the session to include them.
+   Orders belonging to an :ref:`open POS register <pos/use/open-register>` are not included in the
+   consolidation. :ref:`Close the register <pos/use/register-close>` to include them.
 
 To submit the consolidation, click :guilabel:`Submit to MyInvois` on the form view.
 For multiple records, click :guilabel:`Consolidated Invoices` to go back to the list view, and
@@ -426,7 +425,7 @@ Consolidated e-invoices are issued to the pre-configured :guilabel:`General Publ
 Refunds
 ~~~~~~~
 
-To refund a customer, :ref:`process a return <pos/refund>`.
+To refund a customer, :ref:`process a return <pos/use/refund>`.
 
 Refunds for orders e-invoiced individually or via consolidation must be issued as e-invoices
 (Refund Notes). To do so, click :guilabel:`Invoice` before processing the refund.

content/applications/finance/fiscal_localizations/mexico.rst

@@ -1420,7 +1420,7 @@ receipt.
    :alt: Invoice Configuration for Point of Sale.
 
 To sign a credit note automatically, tick the :icon:`fa-file-text-o` :guilabel:`Invoice` checkbox
-when processing a :ref:`refund <pos/refund>`.
+when processing a :ref:`refund <pos/use/refund>`.
 
 .. note::
    Credit notes for returned products will contain the relation type :guilabel:`03 - Devolución de
@@ -1457,7 +1457,7 @@ to handle reversals of the sales entries when invoices are requested as well as
 account for the new invoices.
 
 .. seealso::
-   :doc:`../../sales/point_of_sale/receipts_invoices`
+   :doc:`../../sales/point_of_sale/use/pos_invoices`
 
 .. _l10n/mx/pos/global-invoice:
 

content/applications/finance/fiscal_localizations/saudi_arabia.rst

@@ -587,8 +587,7 @@ ZATCA integration configuration
 
 PoS orders must be properly reported in compliance with ZATCA Phase 2. To do so, follow these steps:
 
-- Onboard the :guilabel:`Invoices` default journal in the :ref:`PoS settings
-  <configuration/settings>`:
+- Onboard the :guilabel:`Invoices` default journal in the :ref:`PoS settings <pos/use/settings>`:
 
   - Go to :menuselection:`Point of Sale --> Configuration --> Settings`. In the yellow banner,
     select the relevant :guilabel:`Point of Sale`, then navigate to the :guilabel:`Accounting`
@@ -599,7 +598,7 @@ PoS orders must be properly reported in compliance with ZATCA Phase 2. To do so,
   - In the :guilabel:`Enter the OTP` window, enter the 6-digit :guilabel:`OTP` retrieved from the
     Fatoora Portal under the Production Environment. Then click :guilabel:`Confirm`.
 
-- :ref:`Assign a customer <pos/customers>` to the order before finalizing the transaction.
+- :ref:`Assign a customer <pos/use/customers>` to the order before finalizing the transaction.
 
 These steps ensure that each receipt is processed as a compliant e-invoice and reported to the ZATCA
 portal in real time. Once the receipt is generated, the Phase 2 QR code automatically appears on

content/applications/finance/fiscal_localizations/spain.rst

@@ -171,7 +171,7 @@ listed by their creation date and current status.
 Point of sale orders
 --------------------
 
-Once an order has been :ref:`paid <pos/sell>`, a JSON file containing the order details is
+Once an order has been :ref:`paid <pos/use/sell>`, a JSON file containing the order details is
 generated. This file is stored as a Veri*Factu document.
 
 Go to :menuselection:`Point of Sale --> Orders --> Orders`. In the :guilabel:`Orders` list view,

content/applications/general/iot/devices/printer.rst

@@ -240,10 +240,10 @@ the `ESC *` command as follows:
 #. Click :guilabel:`Add Printer`. If everything was done correctly, the page should redirect to the
    :guilabel:`Banners` page.
 #. Wait a few minutes for the IoT system to detect the printer and sync to Odoo's server.
-#. :ref:`Access the POS settings <configuration/settings>` and select your POS, or click the
-   vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down
-   to the :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, and select the printer
-   in the :guilabel:`Receipt Printer` field. Click :guilabel:`Save`.
+#. :ref:`Access the POS settings <pos/use/settings>` and select your POS, or click the vertical
+   ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down to the
+   :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, and select the printer in the
+   :guilabel:`Receipt Printer` field. Click :guilabel:`Save`.
 
 .. note::
    If the printer was set up incorrectly (e.g., it continues to print random text, or the printed

content/applications/sales/point_of_sale.rst

@@ -1,220 +1,42 @@
 :show-content:
-:show-toc:
 
 =============
 Point of Sale
 =============
 
-With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
-a web browser, even if you are temporarily offline. Product moves are automatically registered in
-your stock, you get real-time statistics, and your data is consolidated across all shops.
+Odoo **Point of Sale** is designed for managing shops and restaurants. It is web-browser-based,
+allowing it to run on any device, and is built to maintain functionality even during temporary
+network outages.
+
+Beyond traditional :doc:`store <point_of_sale/shop>` and :doc:`restaurant
+<point_of_sale/restaurant>` settings, Odoo :abbr:`POS (Point of Sale)` also supports a
+:doc:`self-ordering <point_of_sale/self_order>` feature, enabling customers to place orders and make
+payments using a dedicated kiosk or their own mobile device.
+
+Odoo :abbr:`POS (Point of Sale)` integrates with all essential point-of-sale hardware, including:
+
+- :doc:`Payment terminals <point_of_sale/payment_methods/terminals>`;
+- Cash drawers;
+- :doc:`Cash machines <point_of_sale/payment_methods/cash_machines>`;
+- :ref:`Scales <pos/hardware/scale>`;
+- :doc:`Barcode scanners <point_of_sale/shop/barcode>`;
+- :ref:`Customer displays <pos/hardware/display>`;
+- :doc:`Preparation displays <point_of_sale/preparation>`;
+- :doc:`Electronic shelf labels <point_of_sale/pricing/electronic_labels>`.
+
+This hardware can be connected directly or through an :doc:`IoT system <../general/iot>`.
 
 .. seealso::
-   - `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
-   - :doc:`IoT Boxes Documentations </applications/general/iot>`
-
-.. _pos/session-start:
-
-Start a session
-===============
-
-From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash
-Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
-Selling` if the session is already opened.
-
-.. note::
-   :doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
-   same time. However, the session can only be opened once on the same browser.
-
-.. _pos/sell:
-
-Sell products
-=============
-
-Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
-enter the number of products using the keypad. To add a **discount** or modify the product
-**price**, click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
-
-Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
-**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
-:guilabel:`New Order` to move on to the next customer.
-
-.. image:: point_of_sale/pos-interface.png
-   :alt: POS session interface.
-
-.. tip::
-   - You can use both `,` and `.` on your keyboard as decimal separators.
-   - **Cash** is selected by default if you enter the amount without choosing a payment method.
-
-.. note::
-   The system can only load a limited number of products for effective opening. Click
-   :guilabel:`Search more` if the desired product is not loaded automatically.
-
-.. _pos/customers:
-
-Set customers
-=============
-
-Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards
-<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
-<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
-<receipts-invoices/invoices>`.
-
-You can create customers from an :ref:`open POS session <pos/session-start>` by clicking
-:menuselection:`Customer --> Create`, and filling in the contact information. You can also create
-customers from the backend by going to :menuselection:`Point of Sale --> Orders --> Customers` and
-clicking :guilabel:`New`. Then, fill in the information and save.
-
-To set a customer during an order, access the list of customers by clicking :guilabel:`Customer` on
-the POS interface. You can also set a customer at the payment screen by clicking
-:guilabel:`Customer`.
-
-.. _pos/customer-notes:
-
-Customer notes
-==============
-
-You can add **customer notes** about specific products directly from an open :ref:`POS session
-<pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used
-to track a customer's particular request, such as not wanting the product to be assembled for them.
-
-To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up
-window in which you can add or modify content for the note.
-
-.. note::
-   Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
-   identically in the cart.
-
-.. image:: point_of_sale/customer-notes.png
-   :alt: Customer note button and notes (SO and POS session) on products in the cart
-
-Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
-under the related product.
-
-.. image:: point_of_sale/notes-receipt.png
-   :alt: Customer receipt with notes from an SO and from the customer note feature
-
-.. _pos/refund:
-
-Return and refund products
-==========================
-
-To refund a returned product, follow these steps:
-
-#. :ref:`Start a session <pos/session-start>` from the **POS dashboard**.
-#. Click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon, then :icon:`fa-undo`
-   :guilabel:`Refund`, and select the corresponding order.
-#. Select items, use the keypad to set the quantity to refund, then click :guilabel:`Refund`.
-#. Click :guilabel:`Payment` and select the appropriate refund payment method.
-#. Click :guilabel:`Validate` and print the receipt if needed.
-#. Click :guilabel:`New Order` to proceed to the next customer.
-
-.. tip::
-   - To filter the **orders list** by :guilabel:`Reference`, :guilabel:`Receipt Number`,
-     :guilabel:`Date`, or :guilabel:`Customer`, enter a value in the search bar and choose the
-     relevant filter from the dropdown menu.
-   - When the total amount is negative, adding a gift card to the cart automatically adjusts the
-     gift card balance to match that amount.
-
-.. note::
-   Alternatively, a refund can be processed by selecting the returned product(s) from an open
-   session and setting a negative quantity equal to the number of returned items. To do so, click
-   :guilabel:`Qty` and :guilabel:`+/-`, and update the quantity accordingly.
-
-Once the return payment is validated, Odoo generates the required credit note, referencing the
-original receipt or invoice and partially or fully canceling the document.
-
-.. _pos/cash-register:
-
-Manage the cash register
-========================
-
-To add or take out cash from the register, click the **menu icon** in the upper right corner of your
-screen and :guilabel:`Cash In/Out`.
-
-.. image:: point_of_sale/menu-button.png
-   :alt: Dropdown menu to close a POS session, reach the backend, add or take cash out or check
-         orders
-
-Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`,
-enter the amount and the reason, and click :guilabel:`Confirm`.
-
-.. _pos/session-close:
-
-Close the POS session
-=====================
-
-To close your session, click the **menu icon** in the upper right corner of your screen and
-:guilabel:`Close Session`.
-
-Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve
-various information:
-
-- the number of orders made and the total amount made during the session;
-- the expected amounts grouped by payment method.
-
-Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
-window that computes the total amount in the cash drawer depending on the coins and bills counted
-and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
-computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
-specified in the **Notes** section.
-
-.. image:: point_of_sale/closing-control.png
-   :alt: How to close a POS session.
-
-Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
-the **POS dashboard**.
-
-.. note::
-   - To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown
-     menu.
-   - To abort, click :guilabel:`Discard` on the pop-up window.
-   - Depending on your setup, you might only be allowed to close a session if the expected cash
-     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
-     :guilabel:`Payments Difference` screen.
-
-.. tip::
-   - It is strongly advised to close your POS session at the end of each day.
-   - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
-     Sessions`.
-
-.. _pos/analytics:
-
-Analytics
-=========
-
-Once you :ref:`close and post the POS session <pos/session-close>`, access the comprehensive report
-to review all session activities, including who initiated the session and who handled specific
-orders. To access the session's report:
-
-#. Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card.
-#. Click :guilabel:`Sessions` under the :guilabel:`View` section.
-#. From that list view, you can see all the sessions and who initiated them under the
-   :guilabel:`Opened By` column.
-#. Select a POS session to open a detailed session report.
-#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that
-   session.
-#. From that view, you can retrieve the following information:
-
-   - The :guilabel:`Order Ref`
-   - The :guilabel:`Date` of the order.
-   - The :guilabel:`Point of Sale` where that order was made.
-   - The :guilabel:`Receipt Number`.
-   - The :guilabel:`Customer`.
-   - The :guilabel:`Employee` that placed this order.
-   - The :guilabel:`Total` paid amount.
-   - The order :guilabel:`Status`.
-
-To get an overview of all orders, regardless of the session, click the vertical ellipsis button
-(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.
+   `Odoo Tutorials: Point of Sale tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
 
 .. toctree::
    :titlesonly:
 
+   point_of_sale/use
+   point_of_sale/products
    point_of_sale/configuration
    point_of_sale/pos_hardware
    point_of_sale/employee_login
-   point_of_sale/receipts_invoices
    point_of_sale/preparation
    point_of_sale/self_order
    point_of_sale/combos
@@ -222,6 +44,5 @@ To get an overview of all orders, regardless of the session, click the vertical
    point_of_sale/restaurant
    point_of_sale/pricing
    point_of_sale/payment_methods
-   point_of_sale/pos_based_marketing
    point_of_sale/online_food_delivery
    point_of_sale/reporting

content/applications/sales/point_of_sale/combos.rst

@@ -53,8 +53,9 @@ store or restaurant.
 Practical application
 =====================
 
-:ref:`Open a POS session <pos/session-start>` and select the combo product. Choose the options and
-click :guilabel:`Add to order`. As a reminder, the extra price appears under the related choices.
+:ref:`Access the POS register <pos/use/open-register>` and select the combo product. Choose the
+options and click :guilabel:`Add to order`. As a reminder, the extra price appears under the related
+choices.
 
 .. image:: combos/combo-select.png
    :scale: 75%

content/applications/sales/point_of_sale/configuration.rst

@@ -1,92 +1,7 @@
-:show-content:
-:show-toc:
-
 =============
 Configuration
 =============
 
-.. _configuration/settings:
-
-Access the POS settings
-=======================
-
-To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
-Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
-configure.
-
-.. image:: configuration/select-pos-dropdown.png
-   :alt: Dropdown menu to select the POS in the app settings
-
-.. note::
-   These settings are available to users with the :doc:`access rights </applications/general/users>`
-   :guilabel:`Administration` set as :guilabel:`Settings`.
-
-You can also configure some settings from the dashboard by clicking the vertical ellipsis button
-(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:
-
-- :doc:`Enable multiple employees to log in. <employee_login>`
-- :doc:`Connect and set up an IoT sytem. <configuration/pos_iot>`
-- :doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`
-
-.. image:: configuration/toggle-settings.png
-   :alt: popup window to access quick settings in POS
-
-.. note::
-   These settings are available to users with the :doc:`access rights </applications/general/users>`
-   :guilabel:`Point of Sale` set as :guilabel:`Administrator`.
-
-Make products available
-=======================
-
-To make products available for sale,
-
-#. Go to :menuselection:`Point of Sale --> Products --> Products`.
-#. Select a product to open the product form.
-#. Tick the :guilabel:`Point of Sale` checkbox at the top of the form.
-
-.. 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:`Point of Sale` tab and fill in the :guilabel:`Category` field under the
-:guilabel:`Point of Sale` section with one or multiple PoS categories.
-
-.. image:: configuration/form-pos-category.png
-   :alt: Point of Sale tab of a product form to add a PoS product category
-
-Restrict categories
--------------------
-
-You can limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS
-settings <configuration/settings>` and choose the specific categories to display in the
-:guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section.
-
-.. image:: configuration/restrict-category.png
-   :alt: Setting to set up the restrict category feature
-
 .. toctree::
    :titlesonly:
 

content/applications/sales/point_of_sale/configuration/epos_printers.rst

@@ -11,7 +11,7 @@ Configuration
 
 To use an ePos printer in Point of Sale:
 
-#. :ref:`Access the POS settings <configuration/settings>`.
+#. :ref:`Access the POS settings <pos/use/settings>`.
 #. Activate the :guilabel:`ePos Printer` feature.
 #. Fill in the field with your ePos IP address.
 

content/applications/sales/point_of_sale/configuration/pos_iot.rst

@@ -41,9 +41,9 @@ To connect the POS with an :doc:`IoT system </applications/general/iot>`:
    the POS.
 
    .. tip::
-      Alternatively, :ref:`access the POS settings <configuration/settings>` and select the POS, or
-      click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`.
-      Then, enable :guilabel:`IoT Box`, select the devices to use with the POS, and click
+      Alternatively, :ref:`access the POS settings <pos/use/settings>` and select the POS, or click
+      the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then,
+      enable :guilabel:`IoT Box`, select the devices to use with the POS, and click
       :guilabel:`Save`.
 
 .. seealso::

content/applications/sales/point_of_sale/employee_login.rst

@@ -3,7 +3,7 @@ Multi-employee management
 =========================
 
 Odoo Point of Sale (POS) offers a **Log in with Employees** feature, allowing multiple users to
-:ref:`log into a POS session <pos/employee_login/use>`. Activating this feature enables the
+:ref:`log into the POS register <pos/employee_login/use>`. Activating this feature enables the
 following actions:
 
 - Select specific users who can :ref:`log into the POS <pos/employee_login/use>`.
@@ -17,7 +17,7 @@ Configuration
 =============
 
 Access the multi-employee setting from the :guilabel:`PoS Interface` section of the :ref:`POS
-settings <configuration/settings>`. Then,
+settings <pos/use/settings>`. Then,
 
 #. Activate the :guilabel:`Log in with Employees` feature.
 #. Add the employees with **basic POS functionality** access in the :guilabel:`Basic rights` field.
@@ -52,9 +52,9 @@ settings <configuration/settings>`. Then,
 
       **Sales transactions:**
 
-      - :ref:`Process standard sales transactions <pos/sell>`.
-      - :ref:`Set customers <pos/customers>`.
-      - :ref:`Add notes to orders <pos/customer-notes>`.
+      - :ref:`Process standard sales transactions <pos/use/sell>`.
+      - :ref:`Set customers <pos/use/customers>`.
+      - :ref:`Add notes to orders <pos/use/notes>`.
 
       **Pricing and discounts:**
 
@@ -66,13 +66,13 @@ settings <configuration/settings>`. Then,
 
       **Session management:**
 
-      - :ref:`Open a POS session <pos/session-start>`.
-      - :ref:`Perform cash-in and cash-out operations <pos/cash-register>`.
+      - :ref:`Open the POS register <pos/use/open-register>`.
+      - :ref:`Perform cash-in and cash-out operations <pos/use/cash-register>`.
 
       **Sales transactions:**
 
-      - :ref:`Create customers <pos/customers>`.
-      - :ref:`Process refunds <pos/refund>`.
+      - :ref:`Create customers <pos/use/customers>`.
+      - :ref:`Process refunds <pos/use/refund>`.
       - :doc:`Access and handle sales orders <shop/sales_order>`.
       - Access past and current order history.
       - Cancel orders.
@@ -81,7 +81,7 @@ settings <configuration/settings>`. Then,
 
       - Manually select another :doc:`pricelist <pricing/pricelists>`.
       - :doc:`Manually apply discounts <pricing/discounts>`.
-      - Manually :ref:`change a product's price <pos/sell>`.
+      - Manually :ref:`change a product's price <pos/use/sell>`.
       - Give loyalty program's rewards.
       - Switch between :doc:`fiscal positions <pricing/fiscal_position>`.
 
@@ -91,7 +91,7 @@ settings <configuration/settings>`. Then,
 
       - Create products.
       - Access the Odoo backend interface.
-      - :ref:`Close the current POS session <pos/session-close>`.
+      - :ref:`Close the current POS register <pos/use/register-close>`.
 
       .. note::
          An employee with advanced POS rights who is not a database user cannot access the backend.
@@ -104,16 +104,16 @@ Usage guidelines
 Logging in
 ----------
 
-Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open a POS
-session <pos/session-start>` and access the POS interface. They can :ref:`scan their employee badge
-<pos/employee_login/badge>`, click the :icon:`fa-users` icon (:guilabel:`users`) to select their
-name from the list of authorized users, or by entering :ref:`their PIN code
+Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open the POS
+register <pos/use/open-register>` and access the POS interface. They can :ref:`scan their employee
+badge <pos/employee_login/badge>`, click the :icon:`fa-users` icon (:guilabel:`users`) to select
+their name from the list of authorized users, or by entering :ref:`their PIN code
 <pos/employee_login/pin>` in the :guilabel:`Enter your PIN` field.
 
 .. image:: employee_login/log-in.png
-   :alt: Login window to open a session when the multiple cashiers feature is active
+   :alt: Login window to open a register when the multiple cashiers feature is active
 
-To switch between users during an :ref:`active session <pos/session-start>`, click on the currently
+To switch between users from the :ref:`interface <pos/use/open-register>`, click on the currently
 logged-in employee's name at the top right of the POS screen and select the user to switch to.
 
 .. tip::
@@ -137,17 +137,17 @@ the employee's profile in the **Employees** module:
    - Click :guilabel:`Generate` to create a unique badge ID automatically.
 #. Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID.
 
-To switch users within an open POS session using a badge, you must first lock the session. To do so,
-click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to the login screen. Then, the new
-employee can scan their badge to log in.
+To switch users from the :ref:`interface <pos/use/open-register>`, using a badge, you must first
+lock the register. To do so, click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to
+the login screen. Then, the new employee can scan their badge to log in.
 
 .. _pos/employee_login/pin:
 
 Adding a PIN Code
 -----------------
 
-For enhanced security, employees may be forced to enter a PIN code each time they log into a POS
-session. To set up a PIN code for an employee:
+For enhanced security, employees may be forced to enter a PIN code each time they log into the POS
+register. To set up a PIN code for an employee:
 
 #. Navigate to the **Employees** module.
 #. Open the form view of the relevant employee.

content/applications/sales/point_of_sale/online_food_delivery.rst

@@ -67,7 +67,7 @@ UrbanPiper credentials
 
 #. Get your Atlas credentials:
 
-   #. Go to the :ref:`POS settings <configuration/settings>`.
+   #. Go to the :ref:`POS settings <pos/use/settings>`.
    #. Scroll down to the :guilabel:`Food Delivery Connector` section.
    #. Click :guilabel:`Fill this form to get Username & Api key` and fill out the survey.
 #. `Go to your Atlas account <https://atlas.urbanpiper.com>`_ and retrieve your API key and username
@@ -81,7 +81,7 @@ Point of Sale
 
 #. Enable the :guilabel:`Urban Piper` setting:
 
-   #. Go to the :ref:`POS settings <configuration/settings>`.
+   #. Go to the :ref:`POS settings <pos/use/settings>`.
    #. Scroll down to the :guilabel:`Food Delivery Connector` section.
    #. Check the :guilabel:`Urban Piper` setting.
 
@@ -153,7 +153,7 @@ Synchronization
 
 To make products available on food delivery platforms, synchronize with your UrbanPiper account:
 
-#. Go to the :ref:`POS settings <configuration/settings>`.
+#. Go to the :ref:`POS settings <pos/use/settings>`.
 #. Scroll down the :guilabel:`Food Delivery Connector` section.
 #. Click the :guilabel:`Sync Menu` button.
 

content/applications/sales/point_of_sale/payment_methods/cash_machines.rst

@@ -4,8 +4,8 @@
 Cash machines
 =============
 
-Connecting and integrating a cash machine with a :ref:`POS system <pos/session-start>` enables
-automation of cash transactions, cash counting, and change return.
+Connecting and integrating a cash machine with a POS system automates cash transactions, cash
+counting, and change return.
 
 .. _pos/cash_machines/configuration:
 
@@ -23,7 +23,7 @@ Configure the cash machine itself before setting it up in Odoo. Currently, Odoo
 Use
 ===
 
-To process a :ref:`payment <pos/sell>` with a :ref:`configured cash machine
+To process a :ref:`payment <pos/use/sell>` with a :ref:`configured cash machine
 <pos/cash_machines/configuration>`, select the machine's :doc:`payment method <../payment_methods>`
 on the **payment screen**, then follow the instructions on the machine.
 

content/applications/sales/point_of_sale/payment_methods/customer_credit.rst

@@ -15,8 +15,8 @@ Configuration
 To allow customers to pay using their customer account, :doc:`create a payment method
 <../payment_methods>` and configure it as follows:
 
-#. Enable :guilabel:`Identify Customer` to force the :ref:`selection of a customer <pos/customers>`
-   to allow using this payment method.
+#. Enable :guilabel:`Identify Customer` to force the :ref:`selection of a customer
+   <pos/use/customers>` to allow using this payment method.
 #. Keep the :guilabel:`Journal` field blank to use the customer's receivable account.
 #. Select the points of sale where this payment method is available in the :guilabel:`Point of Sale`
    field.
@@ -60,7 +60,7 @@ To use the customer account as a payment method for a purchase from the POS paym
 
 .. important::
    To effectively monitor and manage the customer’s unpaid debt, either :doc:`create an invoice
-   <../receipts_invoices>` for the order or install the :doc:`Accounting application
+   <../use/pos_invoices>` for the order or install the :doc:`Accounting application
    <../../../finance/accounting>`.
 
 Debt tracking

content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst

@@ -82,8 +82,8 @@ Create the payment method
    At least one bank account must be defined in the journal to allow QR code payments to be
    registered with bank apps.
 
-Once the payment method is created, go to the :ref:`POS' settings <configuration/settings>` and add
-the payment method to your POS under the :guilabel:`Payment` section.
+Once the payment method is created, go to the :ref:`POS' settings <pos/use/settings>` and add the
+payment method to your POS under the :guilabel:`Payment` section.
 
 .. image:: qr_code_payment/qr-configuration-setting.png
    :alt: Enable QR code payment method

content/applications/sales/point_of_sale/payment_methods/terminals.rst

@@ -4,7 +4,7 @@
 Payment terminals
 =================
 
-Connect and integrate a payment terminal to a :ref:`POS system <pos/session-start>` to accept
+Connect and integrate a payment terminal to a :ref:`POS system <pos/use/open-register>` to accept
 multiple payment options, including credit and debit cards.
 
 .. _pos/terminals/configuration:
@@ -42,7 +42,7 @@ To activate a payment terminal and allow processing payments with it, follow the
 Terminal use
 ============
 
-To process a :ref:`payment <pos/sell>` with a :ref:`configured terminal
+To process a :ref:`payment <pos/use/sell>` with a :ref:`configured terminal
 <pos/terminals/configuration>` for an order, select the terminal's :doc:`payment method
 <../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the
 terminal device.

content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst

@@ -72,9 +72,9 @@ For Odoo to know when a payment is made, you must configure the terminal **Event
 Configure the payment method
 ----------------------------
 
-Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
-:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
-:guilabel:`Bank` and select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field.
+Enable the payment terminal :ref:`in the application settings <pos/use/settings>` and :doc:`create
+the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and
+select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field.
 
 Finally, fill in the mandatory fields with your :ref:`Adyen API key <adyen/api>`, :ref:`Adyen
 Terminal Identifier <adyen/identifier>`, and :guilabel:`Adyen Merchant Account`.
@@ -82,8 +82,8 @@ Terminal Identifier <adyen/identifier>`, and :guilabel:`Adyen Merchant Account`.
 .. image:: adyen/payment-method.png
 
 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.
+:ref:`POS' settings <pos/use/settings>`, click :guilabel:`Edit`, and add the payment method under
+the :guilabel:`Payments` section.
 
 .. _adyen/tips:
 
@@ -91,7 +91,7 @@ Tips
 ====
 
 Odoo Point of Sale allows tipping with an Adyen terminal. To configure this option, go to the
-:ref:`POS settings <configuration/settings>`, enable the :ref:`Tips <pos/restaurant/tips>` and the
+:ref:`POS settings <pos/use/settings>`, enable the :ref:`Tips <pos/restaurant/tips>` and the
 :guilabel:`Add tip through payment terminal (Adyen)` settings, then click :guilabel:`Save`.
 
 To process tips with an Adyen terminal, follow these steps:

content/applications/sales/point_of_sale/payment_methods/terminals/dpo.rst

@@ -60,7 +60,7 @@ Add the payment method to a POS
 
 To add a **payment method** to your point of sale:
 
-#. Go to the :ref:`POS settings <configuration/settings>`.
+#. Go to the :ref:`POS settings <pos/use/settings>`.
 #. Select the POS in the :guilabel:`Point of Sale` field.
 #. Add the payment method under the :guilabel:`Payment Methods` field in the :guilabel:`Payment`
    section.

content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst

@@ -41,13 +41,13 @@ At this point, the terminal restarts and should be displayed on the IoT system's
 Configure the payment method
 ----------------------------
 
-Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
-:doc:`create the related payment method <../../payment_methods>`. Set the journal type as
-:guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field.
-Then, select your terminal device in the :guilabel:`Payment Terminal Device` field.
+Enable the payment terminal :ref:`in the application settings <pos/use/settings>` and :doc:`create
+the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and
+select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field. Then, select your
+terminal device in the :guilabel:`Payment Terminal Device` field.
 
 .. image:: ingenico/payment-method.png
 
 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.
+:ref:`POS' settings <pos/use/settings>`, click :guilabel:`Edit`, and add the payment method under
+the :guilabel:`Payments` section.

content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst

@@ -34,7 +34,7 @@ To configure a QFPay payment terminal, follow these steps:
      refunds by QFPay.
    - Write the server address as follows: `https://yourdomain.odoo.com/qfpay/notify`.
    - If the terminal's IP address changes, update it in the :ref:`Odoo POS settings
-     <configuration/settings>` and request a new self-signed certificate from QFPay.
+     <pos/use/settings>` and request a new self-signed certificate from QFPay.
    - If a QFPay account already exists, contact `technical.support@qfpay.com` with the merchant
      information and server address.
 

content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst

@@ -50,7 +50,7 @@ Configure the payment method
       production.
 
 Once the payment method is created, you can enable it for your POS. To do so, go to the :ref:`POS'
-settings <configuration/settings>` and add the payment method under the :guilabel:`Payment` section.
+settings <pos/use/settings>` and add the payment method under the :guilabel:`Payment` section.
 
 .. note::
    The terminal must have at least a 10% battery level to use it.

content/applications/sales/point_of_sale/payment_methods/terminals/six.rst

@@ -29,7 +29,7 @@ Prerequisites
 Configure the payment method
 ----------------------------
 
-#. Enable the payment terminal :ref:`in the application settings <configuration/settings>` and
+#. Enable the payment terminal :ref:`in the application settings <pos/use/settings>` and
    :doc:`create a payment method for SIX terminals <../../payment_methods>`.
 #. Set the journal type as :guilabel:`Bank`.
 #. Fill in the :guilabel:`Outstanding Account` field.
@@ -59,6 +59,6 @@ Link the payment method to a POS
 
 Once the payment method is created, it can be selected in the POS settings. To do so,
 
-#. Go to the :ref:`POS' settings <configuration/settings>`.
+#. Go to the :ref:`POS' settings <pos/use/settings>`.
 #. Add the payment method under the :guilabel:`Payment methods` field within the :guilabel:`Payment`
    section.

content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst

@@ -53,11 +53,11 @@ Configure the payment method
       The :guilabel:`Tyro Mode` field must be set to :guilabel:`Production Mode`.
 
 Add the payment method to a POS
---------------------------------
+-------------------------------
 
 To add a **payment method** to your point of sale:
 
-#. Go to the :ref:`POS settings <configuration/settings>`.
+#. Go to the :ref:`POS settings <pos/use/settings>`.
 #. Select the POS in the :guilabel:`Point of Sale` field.
 #. Add the payment method under the :guilabel:`Payment Methods` field of the :guilabel:`Payment`
    section.

content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst

@@ -18,8 +18,8 @@ Worldline
 Worldline configuration
 =======================
 
-First, enable the Worldline payment terminal in the :ref:`POS settings <configuration/settings>`
-under :guilabel:`Payment Terminals`. Then :doc:`connect the IoT system to Odoo
+First, enable the Worldline payment terminal in the :ref:`POS settings <pos/use/settings>` under
+:guilabel:`Payment Terminals`. Then :doc:`connect the IoT system to Odoo
 </applications/general/iot/connect>` and follow these steps on the terminal:
 
 #. **Configure the ECR protocol**:

content/applications/sales/point_of_sale/pos_based_marketing.rst

@@ -1,120 +0,0 @@
-==================
-Marketing features
-==================
-
-Use your POS system to engage with customers directly by sending them promotional offers via email
-or WhatsApp.
-
-Storing contact details
-=======================
-
-This feature requires your customer's contact details, either their email address or phone number.
-
-- **Email addresses**: automatically collected and saved in POS orders when sending a receipt by
-  email.
-- **Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS,
-
-  #. Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills &
-     Receipts` section;
-  #. Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s).
-
-.. image:: pos_based_marketing/sms-whatsapp-enabled.png
-   :alt: setting to enable to store phone numbers when sending receipts
-
-If a customer’s contact information is missing, it will be automatically saved in POS orders when
-the receipt is sent via email, SMS, or WhatsApp.
-
-.. tip::
-   From a POS order form, navigate to the :guilabel:`Contact Info` category under the
-   :guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone
-   marketing messages.
-
-   .. image:: pos_based_marketing/standalone-marketing-from-pos.png
-      :alt: pos orders form's standalone marketing message option
-
-Email marketing
-===============
-
-To send marketing emails to your customers from POS orders,
-
-#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
-#. Select the orders;
-#. Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu.
-
-Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`.
-
-.. image:: pos_based_marketing/mail-composer.png
-   :alt: mail composer view
-   :scale: 50 %
-
-.. tip::
-   - Save some time by saving your content as a template. Click the vertical ellipsis button and
-     select your template under the :guilabel:`Insert Template` section.
-   - You can also save your content as template for later use. Click the vertical ellipsis button
-     and select :guilabel:`Save as Template`.
-
-.. note::
-   - Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results
-     in the :doc:`Email Marketing app <../../marketing/email_marketing>`.
-   - If an email address is not related to an existing customer, a new customer is automatically
-     created when sending marketing emails.
-
-.. seealso::
-   :doc:`Use the email marketing app for more advanced marketing features
-   <../../marketing/email_marketing>`.
-
-Whatsapp marketing
-==================
-
-.. _pos_based_marketing/whatsapp_config:
-
-Configuration
--------------
-
-You first need to enable the related server action to send WhatsApp marketing messages from your POS
-using the phone numbers collected from POS orders. To do so,
-
-#. Go to the WhatsApp application;
-#. Create a new :ref:`WhatsApp template <whatsapp/odoo-templates>`;
-#. Configure the fields:
-
-   - :guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;
-   - :guilabel:`Category` field to :guilabel:`Marketing`;
-   - :guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`.
-#. Click :guilabel:`Submit for Approval`;
-#. Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS
-   orders list view.
-
-.. image:: pos_based_marketing/whatsapp-template.png
-   :alt: approved and configured for marketing uses whatsapp template
-
-.. warning::
-   If you modify the template's content, you must request for approval again, as its status returns
-   to the :guilabel:`Draft` state.
-
-.. seealso::
-   :doc:`WhatsApp configuration <../../productivity/whatsapp>`
-
-Send WhatsApp marketing messages
---------------------------------
-
-#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
-#. Select the orders;
-#. Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu.
-
-Doing so opens a WhatsApp message composing form. Select the desired marketing template in the
-:guilabel:`Template` field and hit :guilabel:`Send Message`.
-
-.. image:: pos_based_marketing/whatsapp-composer.png
-   :alt: whatsapp composer view
-
-.. note::
-   - To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the
-     :guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the
-     :guilabel:`Applies to` field.
-   - If the server action is displayed without a properly configured template, an error message
-     appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup
-     <pos_based_marketing/whatsapp_config>` steps.
-
-.. seealso::
-   :doc:`../../productivity/whatsapp`

content/applications/sales/point_of_sale/pos_hardware.rst

@@ -14,9 +14,9 @@ Customer display
 ================
 
 The **customer display** feature provides real-time updates on a secondary screen for customers
-during the checkout process. This screen shows the :ref:`items in the cart <pos/sell>`, the subtotal
-as items are added, and details throughout the payment process. It also displays the total amount,
-the selected :doc:`payment method <payment_methods>`, and any change to be returned.
+during the checkout process. This screen shows the :ref:`items in the cart <pos/use/sell>`, the
+subtotal as items are added, and details throughout the payment process. It also displays the total
+amount, the selected :doc:`payment method <payment_methods>`, and any change to be returned.
 
 .. image:: pos_hardware/display.png
    :alt: customer screen
@@ -35,26 +35,25 @@ Depending on the POS setup, the feature can be displayed directly on a secondary
 via USB-C or HDMI or on a screen connected through an IoT system.
 
 The feature is activated by default, but its background image can still be configured. To do so,
-navigate to the :ref:`POS settings <configuration/settings>` and scroll down to the
-:guilabel:`Connected Devices` section. Then, click :guilabel:`Upload your file` to set a background
-image.
+navigate to the :ref:`POS settings <pos/use/settings>` and scroll down to the :guilabel:`Connected
+Devices` section. Then, click :guilabel:`Upload your file` to set a background image.
 
 For displays connected using an :doc:`IoT system <../../general/iot>`:
 
-#. Navigate to the :ref:`POS settings <configuration/settings>`.
+#. Navigate to the :ref:`POS settings <pos/use/settings>`.
 #. Enable the :guilabel:`IoT Box` option to activate the IoT system in POS.
 #. Click :guilabel:`Save`, which activates the IoT app in Odoo.
 #. :doc:`Connect and configure an IoT system <../../general/iot/connect>` for a :doc:`display
    <../../general/iot/devices/screen>`.
-#. Return to the :ref:`POS settings <configuration/settings>` and select an IoT-connected screen
-   using the :guilabel:`Customer Display` field.
+#. Return to the :ref:`POS settings <pos/use/settings>` and select an IoT-connected screen using the
+   :guilabel:`Customer Display` field.
 
 Opening the customer display
 ----------------------------
 
 To open the customer display, follow these steps:
 
-#. :ref:`Open the POS register <pos/session-start>`.
+#. :ref:`Access the POS register <pos/use/open-register>`.
 #. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
 #. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
    display either in a new window to drag onto the second screen or directly onto the IoT-connected
@@ -73,7 +72,7 @@ support, follow these steps:
 
 #. :doc:`Activate the Point of Sale Mobile module <../../general/apps_modules>` to enable the
    customer display.
-#. :ref:`Open the POS register <pos/session-start>`.
+#. :ref:`Access the POS register <pos/use/open-register>`.
 #. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
 #. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
    display on the terminal's secondary screen.
@@ -103,7 +102,7 @@ Configuration
 Scale connection
 ~~~~~~~~~~~~~~~~
 
-#. :ref:`Access the POS settings <configuration/settings>`.
+#. :ref:`Access the POS settings <pos/use/settings>`.
 #. Scroll down to the :guilabel:`Connected Devices` section and enable :guilabel:`IoT Box`.
 #. Select the scale in the :guilabel:`Electronic Scale` field.
 #. Click :guilabel:`Save`.
@@ -164,7 +163,7 @@ turns green.
 Using a scale in PoS
 --------------------
 
-#. :ref:`Open the POS register <pos/session-start>`.
+#. :ref:`Access the POS register <pos/use/open-register>`.
 #. Select the product to weigh on the order screen or scan its barcode.
 #. Place the product on the scale and wait for the weight to be displayed in the popup window.
 #. Once the weight is determined, the price is automatically computed.

content/applications/sales/point_of_sale/preparation.rst

@@ -13,7 +13,7 @@ Configuration
 
 To enable the preparation display feature,
 
-#. Go to the :ref:`POS settings <configuration/settings>`.
+#. Go to the :ref:`POS settings <pos/use/settings>`.
 #. Scroll down to the :guilabel:`Preparation` section.
 #. Check the :guilabel:`Preparation Display` option.
 

content/applications/sales/point_of_sale/pricing/fiscal_position.rst

@@ -36,10 +36,10 @@ can also :ref:`create new fiscal positions <fiscal_positions/configuration>`.
 Use fiscal positions
 ====================
 
-Open a :ref:`POS session <pos/session-start>` to use one of the allowed fiscal positions. Then,
-click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from
-the list. Doing so applies the defined rules automatically to all the products subject to the chosen
-fiscal position's regulations.
+Open the :ref:`POS register <pos/use/open-register>` to use one of the allowed fiscal positions.
+Then, click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position
+from the list. Doing so applies the defined rules automatically to all the products subject to the
+chosen fiscal position's regulations.
 
 .. image:: fiscal_position/set-tax.png
    :align: center

content/applications/sales/point_of_sale/pricing/pricelists.rst

@@ -11,8 +11,8 @@ customers, or offer discounts when set quantities are ordered.
 Configuration
 =============
 
-Navigate to the :ref:`general POS app settings <configuration/settings>` and ensure
-:guilabel:`Flexible Pricelists` are enabled under the :guilabel:`Pricing` section.
+Navigate to the :ref:`general POS app settings <pos/use/settings>` and ensure :guilabel:`Flexible
+Pricelists` are enabled under the :guilabel:`Pricing` section.
 
 :ref:`Multiple prices per product <pricelists/simple>` is the default pricelist option for setting
 simple fixed price rules per product. Select :ref:`Advanced price rules (discounts, formulas)
@@ -106,12 +106,12 @@ prices. To add a new price rule to a pricelist, click :guilabel:`Add a line`. In
 Select pricelists
 -----------------
 
-Go to the :ref:`specific POS settings <configuration/settings>` and add all the available
-pricelists in the :guilabel:`Available` field. Then, set its **default pricelist** in the
-:guilabel:`Default` field.
+Go to the :ref:`specific POS settings <pos/use/settings>` and add all the available pricelists in
+the :guilabel:`Available` field, and set its **default pricelist** in the :guilabel:`Default`
+field.
 
-When you :ref:`open a POS session <pos/session-start>`, click the **pricelists** button, and select
-the desired pricelist from the list.
+Then, :ref:`access the POS register <pos/use/open-register>`, click the **pricelists** button, and
+select the desired pricelist from the list.
 
 .. image:: pricelists/pricelist-button.png
    :alt: Button to select a pricelist on the POS frontend
@@ -123,8 +123,8 @@ the desired pricelist from the list.
 
 .. tip::
    You can also set a pricelist to be selected automatically once a specific :ref:`customer is set
-   <pos/customers>`. To do so, go to the customer form and switch to the preferred pricelist in the
-   :guilabel:`Pricelist` field of the :guilabel:`Sales & Purchase` tab.
+   <pos/use/customers>`. To do so, go to the customer form and switch to the preferred pricelist in
+   the :guilabel:`Pricelist` field of the :guilabel:`Sales & Purchase` tab.
 
 .. seealso::
    - :doc:`../../sales/products_prices/prices/pricing`

content/applications/sales/point_of_sale/products.rst

@@ -0,0 +1,39 @@
+========
+Products
+========
+
+Products can be created from the backend or the POS interface. To manage products from the backend,
+go to :menuselection:`Point of Sale --> Products --> Products`. Click :guilabel:`New` to create a
+product, or open an existing one to edit it. Update the fields as needed and ensure the
+:guilabel:`Point of Sale` checkbox is enabled at the top of the form.
+
+To create products from the POS interface, access the POS register, click the :icon:`fa-bars`
+(:guilabel:`hamburger menu`) icon, then :guilabel:`Create Product`. Enter the product details in the
+pop-up window and click :guilabel:`Save`. The product is immediately available in the register.
+
+To update an existing product from the POS register, long-click a product to open the information
+pop-up, and click :guilabel:`Edit`. Change the necessary product details and click :guilabel:`Save`
+to return to the POS register.
+
+POS product categories
+======================
+
+POS product categories are used to organize products in the POS register.
+
+To manage POS categories, follow these steps:
+
+#. Navigate to :menuselection:`Point of Sale --> Configuration --> PoS Product Categories`.
+#. Click :guilabel:`New` to create a category or click an existing one to update it.
+#. Classify and build a hierarchy between categories: Associate a category with a parent
+   category by filling in the :guilabel:`Parent Category` field. A parent category groups one or
+   more child categories (e.g., use `Drinks` to group `Hot beverages` and `Soft drinks`).
+
+Once POS product categories are created, assign them to specific products:
+
+#. Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form.
+#. Navigate to the :guilabel:`Point of Sale` tab and fill in the :guilabel:`Category` field with one
+   or multiple POS categories.
+
+To limit the categories displayed on the POS register, navigate to the :ref:`POS settings
+<pos/use/settings>` and select the relevant categories in the :guilabel:`Restrict Categories` field
+under the :guilabel:`Product & PoS categories` section.

content/applications/sales/point_of_sale/receipts_invoices.rst

@@ -1,110 +0,0 @@
-=====================
-Receipts and invoices
-=====================
-
-Receipts
-========
-
-Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
-selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section.
-
-To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in
-both fields with the information to be printed on the receipts.
-
-To **print receipts** automatically once the payment is registered, enable the :guilabel:`Automatic
-Receipt Printing` setting.
-
-.. image:: receipts_invoices/receipt.png
-   :scale: 75%
-   :alt: POS receipt
-
-.. seealso::
-   - :ref:`pos/restaurant/bills`
-   - :doc:`configuration/epos_printers`
-
-Reprint a receipt
------------------
-
-From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the
-search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then,
-select the corresponding order and click :guilabel:`Print Receipt`.
-
-.. image:: receipts_invoices/print-receipt.png
-   :alt: Print receipt button from the backend
-
-.. note::
-   You can filter the list of orders using the search bar. Type in your reference and click
-   :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
-
-.. _receipts-invoices/invoices:
-
-Invoices
-========
-
-Point of Sale allows you to issue and print invoices for :ref:`registered customers <pos/customers>`
-upon payment and retrieve all past invoiced orders.
-
-.. note::
-   An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal
-   <cheat_sheet/journals>`, previously :ref:`set up <receipts_invoices/invoice_configuration>`.
-
-.. _receipts_invoices/invoice_configuration:
-
-Configuration
--------------
-
-To define what journals will be used for a specific POS, go to the :ref:`POS' settings
-<configuration/settings>` and scroll down to the accounting section. Then, you can determine the
-accounting journals used by default for orders and invoices in the :guilabel:`Default Journals`
-section.
-
-.. image:: receipts_invoices/invoice-config.png
-   :alt: accounting section in the POS settings
-
-Invoice a customer
-------------------
-
-Upon processing a payment, click :guilabel:`Invoice` underneath the customer's name to issue an
-invoice for that order.
-
-Select the payment method and click :guilabel:`Validate`. The **invoice** is automatically issued
-and ready to be downloaded and/or printed.
-
-.. note::
-   To be able to issue an invoice, a :ref:`customer <pos/customers>` must be selected.
-
-Retrieve invoices
------------------
-
-To retrieve invoices from the **POS dashboard**,
-
-#. access all orders made through your POS by going to :menuselection:`Point of Sale --> Orders -->
-   Orders`;
-#. to access an order's invoice, open the **order form** by selecting the order, then click
-   :guilabel:`Invoice`.
-
-.. image:: receipts_invoices/invoice-smart-button.png
-   :alt: invoice smart button from an order form
-
-.. note::
-   - **Invoiced orders** can be identified by the :guilabel:`Invoiced` status in the
-     :guilabel:`Status` column.
-   - You can filter the list of orders to invoiced orders by clicking :guilabel:`Filters` and
-     :guilabel:`Invoiced`.
-
-QR codes to generate invoices
------------------------------
-
-Customers can also request an invoice by scanning the **QR code** printed on their receipt. Upon
-scanning, they must fill in a form with their billing information and click :guilabel:`Get my
-invoice`. On the one hand, doing so generates an invoice available for download. On the other hand,
-the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the
-Odoo backend.
-
-.. image:: receipts_invoices/order-status.png
-   :alt: order status change
-
-To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of
-Sale --> Configuration --> Settings`. Then, select the POS in the :guilabel:`Point of Sale` field,
-scroll down to the :guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on
-ticket`.

content/applications/sales/point_of_sale/reporting.rst

@@ -11,3 +11,34 @@ and :guilabel:`Orders`.
 
 These statistics are available in a graph or pivot view that you can filter or group depending on
 your needs.
+
+.. _pos/analytics:
+
+Analytics
+=========
+
+Once you :ref:`close the POS register <pos/use/register-close>`, access the comprehensive
+report to review all session activities, including who initiated the session (i.e., :ref:`opened
+the register <pos/use/open-register>`) and who handled specific orders. To access the report:
+
+#. Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on the POS card.
+#. Click :guilabel:`Sessions` under the :guilabel:`View` section.
+#. From that list view, you can see all the sessions and who initiated them under the
+   :guilabel:`Opened By` column.
+#. Select a session to open a detailed session report.
+#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that
+   session.
+#. From that view, you can retrieve the following information:
+
+   - The :guilabel:`Order Ref`
+   - The :guilabel:`Date` of the order.
+   - The :guilabel:`Point of Sale` where that order was made.
+   - The :guilabel:`Receipt Number`.
+   - The :guilabel:`Customer`.
+   - The :guilabel:`Employee` that placed this order.
+   - The :guilabel:`Total` paid amount.
+   - The order :guilabel:`Status`.
+
+To get an overview of all orders for a specific POS, regardless of the session, click the
+:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button on the POS card and select
+:guilabel:`Orders` from the :guilabel:`View` section.

content/applications/sales/point_of_sale/restaurant.rst

@@ -21,11 +21,10 @@ orders:
 
 .. important::
    To configure restaurant-specific settings, the :guilabel:`Is a Bar/Restaurant` setting under the
-   :guilabel:`Point of Sale` section must be enabled in the :ref:`POS settings
-   <configuration/settings>`.
+   :guilabel:`Point of Sale` section must be enabled in the :ref:`POS settings <pos/use/settings>`.
 
 .. note::
-   When :guilabel:`Booking` is enabled in the :ref:`POS settings <configuration/settings>`, a
+   When :guilabel:`Booking` is enabled in the :ref:`POS settings <pos/use/settings>`, a
    :ref:`Booking <pos/restaurant/floors/booking>` button appears on the main interface for viewing
    and managing bookings.
 
@@ -35,7 +34,7 @@ Default start screen
 ====================
 
 To define the point of sale's default start screen, go to the :ref:`POS settings
-<configuration/settings>`, scroll down to the :guilabel:`PoS Interface` section, and set the
+<pos/use/settings>`, scroll down to the :guilabel:`PoS Interface` section, and set the
 :guilabel:`Default Screen` setting to :guilabel:`Tables` (i.e., :ref:`Floor plan
 <pos/restaurant/floors>` view) or :ref:`Register <pos/restaurant/orders>`.
 
@@ -115,15 +114,15 @@ plan`:
 
 .. tip::
    To create a :guilabel:`Floor plan` quickly, go to the :guilabel:`Point of Sale` section of the
-   :ref:`POS settings <configuration/settings>`. Under :guilabel:`Floors & Tables Map`, type the
-   floor name in the :guilabel:`Floors` field, and press `Enter`.
+   :ref:`POS settings <pos/use/settings>`. Under :guilabel:`Floors & Tables Map`, type the floor
+   name in the :guilabel:`Floors` field, and press `Enter`.
 
 .. _pos/restaurant/floors/frontend:
 
 From the POS frontend
 ~~~~~~~~~~~~~~~~~~~~~
 
-To create floors and tables from the frontend, :ref:`open the POS register <pos/session-start>`,
+To create floors and tables from the frontend, :ref:`open the POS register <pos/use/open-register>`,
 click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the top right corner of the
 :guilabel:`Floor plan` view, then :guilabel:`Edit Plan`. To configure the :guilabel:`Floor plan`,
 follow the next steps:
@@ -170,8 +169,8 @@ Booking configuration
 
 To enable and configure the bookings, follow these steps:
 
-#. Go to the :ref:`POS settings <configuration/settings>`, scroll down to the :guilabel:`PoS
-   Interface` section, and enable :guilabel:`Booking`.
+#. Go to the :ref:`POS settings <pos/use/settings>`, scroll down to the :guilabel:`PoS Interface`
+   section, and enable :guilabel:`Booking`.
 #. Enter a name in the :guilabel:`Appointment type` field and click :guilabel:`Create and edit`.
 #. Configure the :ref:`Appointment type <appointments/configure>` form and click :guilabel:`Save`.
 #. Click :guilabel:`Save` in the POS settings.
@@ -270,10 +269,10 @@ Presets are used to apply preconfigured settings to orders and determine whether
 customer contact information is required and apply capacity limits based on opening hours and order
 quantity.
 
-To use preconfigured presets, go to the :ref:`POS settings <configuration/settings>` and
-enable the :guilabel:`Take out / Delivery / Members` setting under the :guilabel:`Point of Sale`
-section. Set the :guilabel:`Default` field to the preferred preset, then save. From the
-:ref:`register <pos/restaurant/orders>`, select the relevant preset, and :ref:`process the order
+To use preconfigured presets, go to the :ref:`POS settings <pos/use/settings>` and enable the
+:guilabel:`Take out / Delivery / Members` setting under the :guilabel:`Point of Sale` section. Set
+the :guilabel:`Default` field to the preferred preset, then save. From the :ref:`register
+<pos/restaurant/orders>`, select the relevant preset, and :ref:`process the order
 <pos/restaurant/orders/process>`:
 
 - :guilabel:`Dine In`: Assign a :ref:`table or open a tab <pos/restaurant/orders/process>`.
@@ -318,8 +317,8 @@ Order printing
 ==============
 
 To enable sending orders to a kitchen or a bar printer, :doc:`connect a printer
-<configuration/epos_printers>` to Odoo, go to the :ref:`POS settings <configuration/settings>`, and
-follow these steps:
+<configuration/epos_printers>` to Odoo, go to the :ref:`POS settings <pos/use/settings>`, and follow
+these steps:
 
 #. Scroll down to the :guilabel:`Preparation` section and enable the :guilabel:`Preparation
    Printers` setting.
@@ -337,7 +336,7 @@ follow these steps:
    :guilabel:`Printed Product Categories` field and selecting the preferred category from the
    popover.
 #. Click :guilabel:`Save`.
-#. In the :ref:`POS settings <configuration/settings>`, click :guilabel:`Save`.
+#. In the :ref:`POS settings <pos/use/settings>`, click :guilabel:`Save`.
 
 The printer is then connected to the point of sale and can print kitchen orders and order receipts.
 
@@ -349,10 +348,9 @@ The printer is then connected to the point of sale and can print kitchen orders
      image, determine the product availability, then click :guilabel:`Save & Close`.
 
 .. tip::
-   - To access all preparation printers from the :ref:`POS settings <configuration/settings>`,
-     scroll down to the :guilabel:`Preparation` section and click :icon:`oi-arrow-right`
-     :guilabel:`Printers`. Alternatively, go to :menuselection:`Point of Sale --> Orders -->
-     Preparations Printers`.
+   - To access all preparation printers from the :ref:`POS settings <pos/use/settings>`, scroll down
+     to the :guilabel:`Preparation` section and click :icon:`oi-arrow-right` :guilabel:`Printers`.
+     Alternatively, go to :menuselection:`Point of Sale --> Orders --> Preparations Printers`.
    - After :ref:`processing an order <pos/restaurant/orders/process>`, click the :icon:`fa-cutlery`
      (:guilabel:`order`) icon in the :ref:`POS register <pos/restaurant/orders>` next to
      :guilabel:`Payment` to reprint a duplicate of the last kitchen order.
@@ -424,7 +422,7 @@ After a successful :ref:`order payment <pos/restaurant/bills/payment>`, click :i
    the receipt is automatically printed upon payment confirmation.
 
 .. seealso::
-   :doc:`/applications/sales/point_of_sale/receipts_invoices`
+   :doc:`/applications/sales/point_of_sale/use/pos_invoices`
 
 .. _pos/restaurant/tips:
 
@@ -434,8 +432,8 @@ Tips
 Configuration
 -------------
 
-To allow tipping in a POS, go to the :ref:`POS settings <configuration/settings>`, scroll down to
-the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`Save`.
+To allow tipping in a POS, go to the :ref:`POS settings <pos/use/settings>`, scroll down to the
+:guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`Save`.
 
 .. important::
    - The :guilabel:`Add tip after payment` setting only works for a POS in the United States
@@ -472,8 +470,8 @@ Tip after payment (US only)
 ---------------------------
 
 To allow tipping after payment for a POS in the United States of America, ensure the :guilabel:`Add
-tip after payment` setting is enabled in the :ref:`POS settings <configuration/settings>`. To
-process tips after payment, follow these steps:
+tip after payment` setting is enabled in the :ref:`POS settings <pos/use/settings>`. To process tips
+after payment, follow these steps:
 
 #. On the :guilabel:`Payment` screen, select a :guilabel:`Card` payment method linked to a
    :doc:`Stripe <payment_methods/terminals/stripe>` or :doc:`Adyen

content/applications/sales/point_of_sale/self_order.rst

@@ -12,8 +12,8 @@ Feature activation
 ------------------
 
 To enable this feature and select a self-ordering type, access the :ref:`POS settings
-<configuration/settings>`, scroll down to the :guilabel:`Mobile self-order & Kiosk` section, and
-select a :guilabel:`Self Ordering` type under the :guilabel:`QR menu & Kiosk activation` section.
+<pos/use/settings>`, scroll down to the :guilabel:`Mobile self-order & Kiosk` section, and select a
+:guilabel:`Self Ordering` type under the :guilabel:`QR menu & Kiosk activation` section.
 
 You can choose from:
 

content/applications/sales/point_of_sale/shop/ship_later.rst

@@ -9,8 +9,8 @@ or if, for any reason, the customer needs their order to be shipped later, etc.
 Configuration
 =============
 
-:ref:`Go to the POS settings <configuration/settings>`, scroll down to the :guilabel:`Inventory`
-section, and enable :guilabel:`Allow Ship Later`.
+:ref:`Go to the POS settings <pos/use/settings>`, scroll down to the :guilabel:`Inventory` section,
+and enable :guilabel:`Allow Ship Later`.
 
 .. image:: ship_later/settings.png
    :scale: 85%
@@ -31,7 +31,7 @@ Once activated, you can:
 Practical application
 =====================
 
-#. :ref:`Open a session <pos/session-start>` and make a sale.
+#. :ref:`Access the POS register <pos/use/open-register>` and make a sale.
 #. On the payment screen, set a customer and select :guilabel:`Ship Later`.
 #. On the popup window, set a shipping date and click :guilabel:`Confirm` to proceed to payment.
 

content/applications/sales/point_of_sale/use.rst

@@ -0,0 +1,349 @@
+:show-content:
+
+===
+Use
+===
+
+.. _pos/use/create-pos:
+
+Create a POS
+============
+
+If no point of sale exists yet in the database, a set of POS cards is displayed on the Point of Sale
+:guilabel:`Dashboard`. Each card represents a business type. Click a card to create a POS with
+preconfigured settings tailored to that type. These settings can be adjusted later as needed.
+
+To create additional POS or to create one from scratch, go to :menuselection:`Point of Sale -->
+Configuration --> Point of Sales` and click :guilabel:`New`. Then, configure the :ref:`POS settings
+<pos/use/settings>` to meet your specific business requirements.
+
+.. note::
+   Click :guilabel:`Configurations > Settings` to access more settings.
+
+.. important::
+   Assign a dedicated :doc:`cash payment method <../point_of_sale/payment_methods>` and :ref:`cash
+   journal <accounting/journals/cash>` to each POS. This ensures that accounting entries are
+   separated and traceable to specific points of sale.
+
+.. _pos/use/settings:
+
+Access the POS settings
+=======================
+
+To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
+Settings`. Then, open the :guilabel:`Point of Sale` dropdown menu and select the POS to configure.
+
+.. image:: use/select-pos-dropdown.png
+   :alt: Dropdown menu to select the POS in the app settings
+
+.. tip::
+   To configure basic settings, access the POS dashboard, click the :icon:`fa-ellipsis-v`
+   (:guilabel:`vertical ellipsis`) icon on the relevant POS card, then select :guilabel:`Edit`.
+   In the popup window, you can:
+
+   - :doc:`Enable multiple employees to log in. <employee_login>`
+   - :doc:`Connect and set up an IoT sytem. <configuration/pos_iot>`
+   - :doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`
+
+.. _pos/use/open-register:
+
+Open the POS register
+=====================
+
+Once the POS is fully :doc:`configured <configuration>`, access the POS interface by opening the
+register. Navigate to :menuselection:`Point of Sale --> Dashboard` and:
+
+#. On the relevant POS card, click :guilabel:`Open Register`.
+#. In the :guilabel:`Opening Control` popup, ensure the :guilabel:`Opening cash` amount is correct.
+#. Click :guilabel:`Open Register`.
+
+.. note::
+   - Once the register is open, :guilabel:`Open Register` is replaced by :guilabel:`Continue
+     Selling` on the POS card.
+   - You can switch between :doc:`multiple users <employee_login>` from an open POS register,
+     provided :ref:`multi-employee management is enabled <pos/employee_login/use>`.
+
+From the POS interface header:
+
+- Click :guilabel:`Register` to access the register for daily POS actions such as :ref:`sales
+  <pos/use/sell>`, :ref:`refunds <pos/use/refund>`, etc.
+- Click :guilabel:`Orders` to access the POS :ref:`orders <pos/use/orders>` overview screen and
+  retrieve past or ongoing orders.
+- Click the :icon:`fa-plus-circle` :guilabel:`(plus)` icon to put the current order aside and start
+  a new one.
+- Click the order numbers to switch between ongoing orders.
+- Search for products using the search bar.
+- Click the :icon:`fa-barcode` (:guilabel:`barcode`) icon to use a webcam as a barcode scanner.
+- Click the user's avatar to switch between employees, provided :ref:`multi-employee management is
+  enabled <pos/employee_login/use>`.
+- Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon to access more advanced options, such
+  as :ref:`closing the register <pos/use/register-close>`.
+
+.. _pos/use/sell:
+
+Sell products
+=============
+
+The POS register can be divided into three sections: the cart, a pad to adjust cart items, apply
+discounts, set customers, etc., and the list of products. To make sales:
+
+#. Click on products to add them to the cart.
+
+   - To change the **quantity**, click :guilabel:`Qty` and enter the number of products using the
+     keypad.
+   - To add a **discount**, click :guilabel:`%` and enter the discount value using the keypad.
+   - To modify the product **price**, click :guilabel:`Price` and enter the new amount using the
+     keypad.
+#. Once the order is completed, click :guilabel:`Payment` to proceed to checkout.
+#. Select the :doc:`payment method <payment_methods>`.
+#. Enter the received amount, then click :guilabel:`Validate`.
+#. Click :guilabel:`New Order` to move on to the next order.
+
+.. image:: use/pos-register.png
+   :alt: POS register
+
+.. tip::
+   - You can use both `,` and `.` on the keyboard as decimal separators.
+   - **Cash** is selected by default if no :doc:`payment method <payment_methods>` is manually
+     selected.
+
+.. _pos/use/customers:
+
+Set customers
+=============
+
+Registering customers is necessary to :doc:`collect their loyalty points and grant them rewards
+<pricing/loyalty>`, automatically apply an :doc:`attributed pricelist
+<pricing/pricelists>`, or :ref:`generate and print invoices <pos_invoices/invoices>`.
+
+To create customers from :ref:`the POS register <pos/use/open-register>`:
+
+#. Click :guilabel:`Customer`.
+#. Click :guilabel:`Create`.
+#. Complete the customer form information and save.
+
+To create customers from the backend:
+
+#. Go to :menuselection:`Point of Sale --> Orders --> Customers`.
+#. Click :guilabel:`New`.
+#. Fill in the customer form information.
+
+To assign a customer to an order, click :guilabel:`Customer` to access the customer list on the POS
+register or the payment screen, and select the desired customer.
+
+.. note::
+   Creating a new customer from the POS register or the payment screen assigns them automatically to
+   the current order upon saving.
+
+Send marketing messages
+-----------------------
+
+Customers' contact details, such as their phone number or email addresses, are stored
+automatically when sending :doc:`receipts <use/receipts>` by email, SMS or Whatsapp. They can then
+be used, for example, for :doc:`marketing <../../marketing>` purposes.
+
+To send marketing messages manually from the POS application, go to :menuselection:`Point of Sale
+--> Orders --> Orders`, open a POS order form, navigate to the :guilabel:`Contact Info` category
+under the :guilabel:`Extra Info` tab, then click the :icon:`fa-envelope` (:guilabel:`email`) icon or
+:icon:`fa-whatsapp` (:guilabel:`whatsapp`) icon.
+
+.. seealso::
+   - :doc:`../../marketing/email_marketing`
+   - :doc:`../../marketing/sms_marketing`
+   - :doc:`../../productivity/whatsapp`
+
+.. _pos/use/orders:
+
+Orders overview
+===============
+
+The :guilabel:`Orders` overview allows for viewing, searching, and retrieving orders from the POS
+interface. To access it, click :guilabel:`Orders` in the header.
+
+Then, search for orders in the search bar using their:
+
+- :guilabel:`Reference`
+- :guilabel:`Receipt Number`
+- :guilabel:`Date`
+- :guilabel:`Customer`
+- :guilabel:`Delivery Channel`
+- :guilabel:`Delivery Order Status`
+
+To filter orders based on their status, click the :guilabel:`Active` dropdown menu and select one of
+the following options:
+
+- :guilabel:`Active`: Orders currently in progress. This includes orders marked as
+  :guilabel:`Ongoing`, as well as those in the :guilabel:`Payment` or the :guilabel:`Receipt` stages
+  (i.e., orders for which the receipt has been emailed to the customer).
+- :guilabel:`Paid`: Paid orders.
+
+To navigate between pages, click the :icon:`fa-caret-left` or :icon:`fa-caret-right`
+(:guilabel:`caret`) icon.
+
+To access an order in the register, click it, then click :guilabel:`Load Order`.
+
+.. note::
+   Paid orders can be :ref:`refunded <pos/use/refund>`.
+
+.. tip::
+   - To define the number of orders visible on a page, click `1-x / x`. Enter a number lower than
+     the total number of pages, and click :guilabel:`Ok`.
+   - Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to an :guilabel:`Active` order to
+     delete it.
+   - If using :ref:`presets <pos/restaurant/orders/preset>`, click one to view the related orders.
+     Click it again to return to the main overview.
+
+.. _pos/use/refund:
+
+Return and refund products
+==========================
+
+To refund a returned product, follow these steps:
+
+#. :ref:`Open or access the register <pos/use/open-register>` from the POS dashboard.
+#. Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button, then :icon:`fa-undo`
+   :guilabel:`Refund`.
+
+   .. note::
+      Alternatively, you can refund orders from the :ref:`orders overview <pos/use/orders>` screen.
+      Access the list of orders and filter them by status to display only :guilabel:`Paid` orders.
+
+#. Select the relevant order from the order list.
+#. Select the items and use the keypad to set the refund quantity, then click :guilabel:`Refund`.
+#. Choose how to handle the refund:
+
+   - To reimburse the customer, select a payment method on the payment screen, then click
+     :guilabel:`Validate`.
+   - To issue a :ref:`gift card <ewallet_gift/gift-cards>` for the refund amount, click
+     :guilabel:`Back`. A new order containing the returned items (with negative quantities) is
+     created automatically. Then, add the gift card from the product list to the order; its value
+     is set automatically to match the total refund amount. Click :guilabel:`Payment`, then
+     :guilabel:`Validate` the refund.
+
+.. note::
+   - You cannot add other products to the cart until the refund has been validated.
+   - Alternatively, refunds can be processed by:
+
+      - Selecting the returned product(s) from the POS register and setting a negative quantity
+        equal to the number of returned items. To do so, click :guilabel:`Qty` and :guilabel:`+/-`,
+        and update the quantity accordingly.
+      - Selecting the returned product(s) from the POS register and a :ref:`preset
+        <pos/restaurant/orders/preset>` set up for the return mode.
+      - Accessing the POS dashboard, navigating to :menuselection:`Point of Sale --> Orders -->
+        Orders`, selecting an order, and clicking :guilabel:`Return Products`.
+
+Once the return is validated, a corresponding credit note is generated, referencing the original
+:doc:`receipt <use/receipts>` or :doc:`invoice <use/pos_invoices>`.
+
+.. seealso::
+   :doc:`/applications/finance/accounting/customer_invoices/credit_notes`
+
+.. _pos/use/notes:
+
+Notes
+=====
+
+Notes allow you to attach extra information to specific products in an order. There are two types of
+notes: internal notes and customer notes.
+
+Internal notes
+--------------
+
+Internal notes provide information meant for staff (e.g., `no tomato` for the kitchen). These notes
+do not appear on the customer’s receipt. To add a note to an order, ensure no item is selected and
+click :guilabel:`Note`. Likewise, to add a note to one specific item, select it from the cart and
+click :guilabel:`Note`. Then, add or modify the note's content in the popup that opens:
+
+     - Type the note directly into the window, or
+     - Use a configured note model to save time if the same content is frequently used. Click on the
+       desired note model to insert its text.
+
+To create or edit note models, navigate to :menuselection:`Point of Sale --> Configuration -->
+Note Models`, click :guilabel:`New` or the relevant note model, then complete or edit the
+:guilabel:`Name` column.
+
+Customer notes
+--------------
+
+Notes for customers appear on :doc:`receipts <use/receipts>` and :doc:`invoices <use/pos_invoices>`.
+They can be used, for example, to provide warranty details for a high-value item or specific care
+instructions, such as `Dry clean only`.
+
+To add a **customer note** from the :ref:`POS register <pos/use/open-register>` to a specific item,
+select a product from the cart and click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`)
+button. Click :guilabel:`Customer Note`, then add the note's content in the popup window.
+
+.. note::
+   - If no item is selected, the note applies for the whole order.
+   - Product notes from an :doc:`imported SO <shop/sales_order>` are displayed identically in the
+     cart.
+
+.. image:: use/customer-notes.png
+   :alt: Customer note button and notes (SO and POS register) on products in the cart
+
+.. _pos/use/cash-register:
+
+Manage the cash register
+========================
+
+Odoo POS allows you to determine which coins and bills are accepted. To set up the allowed coins and
+bills:
+
+#. Navigate to :menuselection:`Point of Sale --> Configuration --> Coins/Bills`.
+#. Click :guilabel:`New` to add a new value.
+#. Select the POS where this value is available in the :guilabel:`Point of Sale` column or leave the
+   field empty to make it available for all POS.
+
+To record a cash in or cash out transaction not associated with a sale:
+
+#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon on the POS interface.
+#. Click :guilabel:`Cash In/Out`.
+#. In the popup that opens, select :guilabel:`Cash In` or :guilabel:`Cash Out`.
+#. Enter the amount.
+#. Specify the reason for the addition or removal of cash, and :guilabel:`Confirm`.
+
+.. note::
+   Only employees with :ref:`basic or advanced access rights <pos/employee_login/configuration>`
+   are allowed to perform cash in/out actions.
+
+.. _pos/use/register-close:
+
+Close the POS register
+======================
+
+To close the POS register, click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon, then
+:guilabel:`Close Register`.
+
+In the :guilabel:`Closing Register` pop-up that opens, you can view:
+
+- The number of orders and the total amount made during the session.
+- The expected amounts grouped by payment method.
+
+#. Click :icon:`fa-money` (:guilabel:`money`) to specify the number of each coin and bill.
+#. Click :guilabel:`Confirm` to return to the previous pop-up window. The computed amount is set in
+   the :guilabel:`Cash Count` field, and the :guilabel:`Closing Details` are specified in the
+   :guilabel:`Closing Note` section.
+#. Click :guilabel:`Close Register` to close the register and post accounting entries.
+
+.. tip::
+   Click :icon:`fa-clone` (:guilabel:`clone`) to automatically fill in the field with the expected
+   cash amount.
+
+.. note::
+   - When the money counted does **not** match the expected amount, a :guilabel:`Payments
+     Difference` window automatically pops up. Selecting :guilabel:`Proceed Anyway` validates the
+     session and automatically posts the discrepancy to the designated cash difference journal.
+   - Closing the register of a :doc:`restaurant <restaurant>` POS when orders are still in draft
+     and not scheduled for later is not allowed and opens a pop-up window on which you can either
+     :guilabel:`Review Orders` or :guilabel:`Cancel Orders`.
+   - It is strongly advised to close the POS register at the end of each day.
+
+.. seealso::
+   - :doc:`shop`
+   - :doc:`restaurant`
+
+.. toctree::
+   :titlesonly:
+
+   use/receipts
+   use/pos_invoices

content/applications/sales/point_of_sale/use/pos_invoices.rst

@@ -0,0 +1,65 @@
+========
+Invoices
+========
+
+.. _pos_invoices/invoices:
+
+Point of Sale allows you to issue and print invoices for :ref:`registered customers
+<pos/use/customers>` upon payment and retrieve all past invoiced orders.
+
+.. note::
+   An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal
+   <cheat_sheet/journals>` :ref:`configured in the POS settings
+   <pos_invoices/invoice_configuration>`.
+
+.. _pos_invoices/invoice_configuration:
+
+Configuration
+=============
+
+To define the default journals for a specific POS, go to the :ref:`POS' settings
+<pos/use/settings>`, scroll down to the :guilabel:`Accounting` section, and select the appropriate
+journals for :guilabel:`Orders` and :guilabel:`Invoices` under :guilabel:`Default Journals`.
+
+.. image:: pos_invoices/invoice-config.png
+   :alt: accounting section in the POS settings
+   :scale: 70 %
+
+.. note::
+   Specific journals can also be defined for each :doc:`payment method <../payment_methods>`.
+
+Invoice a customer
+==================
+
+To invoice a customer, first make sure a :ref:`customer is set <pos/use/customers>` for the order.
+Then, upon :ref:`processing the payment <pos/use/sell>`, click :guilabel:`Invoice` underneath the
+customer's name to issue an invoice for that order.
+
+Select the payment method and click :guilabel:`Validate`. The invoice is automatically issued
+and ready to be downloaded and/or printed.
+
+Retrieve invoices
+=================
+
+To retrieve the invoice of a POS order, follow these steps:
+
+#. Go to :menuselection:`Point of Sale --> Orders --> Orders`.
+#. Click the relevant invoiced order in the list.
+#. On the order form, click the :guilabel:`Invoice` smart button.
+
+.. tip::
+   - Invoiced orders have the :guilabel:`Fully Invoiced` :guilabel:`Invoice Status`.
+   - You can filter the list of orders to only display invoiced orders in the list: click the search
+     bar and select the :guilabel:`Invoiced` filter.
+
+QR codes to generate invoices
+=============================
+
+Customers can also request an invoice by scanning the QR code printed on their receipt. Upon
+scanning, they must fill in a form with their billing information and click :guilabel:`Get my
+invoice`. The invoice is then generated and available for download and the order's status is
+updated to :guilabel:`Fully invoiced`.
+
+To use this feature, enable QR codes on receipts by going to :menuselection:`Point of Sale -->
+Configuration --> Settings`. Then, select the POS in the :guilabel:`Point of Sale` field, scroll
+down to the :guilabel:`Bills & Receipts` section, and enable :guilabel:`Use QR code on ticket`.

content/applications/sales/point_of_sale/use/receipts.rst

@@ -0,0 +1,52 @@
+.. _pos/configuration/receipts:
+
+========
+Receipts
+========
+
++----------------------------------------------------------+---------------------------------+
+| POS receipts display the following elements:             |                                 |
+|                                                          |                                 |
+| - The company logo                                       | .. image:: receipts/receipt.png |
+| - The receipt and order number                           |                                 |
+| - The customizable header and footer                     |                                 |
+| - The name of the cashier and the customer               |                                 |
+|   (provided a customer was :ref:`set for the order       |                                 |
+|   <pos/use/customers>`)                                  |                                 |
+| - The complete order, discounts, prices, and used        |                                 |
+|   payment methods                                        |                                 |
+| - Optionally, a QR code or URL link for customers to     |                                 |
+|   generate :doc:`invoices <pos_invoices>`                |                                 |
++----------------------------------------------------------+---------------------------------+
+
+To set up POS receipts, navigate to the :ref:`POS settings <pos/use/settings>` and scroll down to
+the :guilabel:`Bills & Receipts` section.
+
+- To customize the header and footer, activate the :guilabel:`Header & Footer` setting
+  and fill in both fields with the information to be printed on the receipts.
+- To print receipts automatically once a payment is registered, enable the :guilabel:`Automatic
+  Receipt Printing` setting.
+- To print receipts that don't display product prices, enable the :guilabel:`Basic Receipt` setting.
+- Receipts can be sent by email by default, but also by SMS or through WhatsApp. To do so, activate
+  the :guilabel:`SMS Enabled` or :guilabel:`WhatsApp Enabled` option(s).
+
+  .. note::
+     The :guilabel:`WhatsApp Enabled` setting is only available if the :guilabel:`WhatsApp
+     Messaging` module is :ref:`installed <general/install>`.
+
+.. seealso::
+   - :ref:`pos/restaurant/bills`
+   - :doc:`pos_invoices`
+   - :doc:`../configuration/epos_printers`
+
+Reprint a receipt
+=================
+
+To reprint a receipt, navigate to the :ref:`POS interface <pos/use/open-register>`, click
+:guilabel:`Orders`, open the dropdown selection menu next to the search bar, and change the default
+:guilabel:`All active orders` filter to :guilabel:`Paid`. Then, select the order and click
+:guilabel:`Print Receipt`.
+
+.. tip::
+   Filter the list of orders using the search bar: type in your reference and select
+   :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.

redirects/19.0.txt

@@ -85,4 +85,6 @@ applications/general/users/portal.rst applications/general/users/user_portals.rs
 
 # application/sales/point_of_sale
 
-applications/sales/point_of_sale/configuration/https.rst applications/sales/point_of_sale/configuration.rst
+applications/sales/point_of_sale/configuration/https.rst applications/sales/point_of_sale/configuration.rst
+applications/sales/point_of_sale/receipts_invoices.rst applications/sales/point_of_sale/use/pos_invoices.rst    # receipts_invoices renamed because of content move
+applications/sales/point_of_sale/pos_based_marketing.rst applications/sales/point_of_sale.rst # page deleted only info kept is contact details storage and is available on the pos homepage