diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 95a1aa6f0b..d5d4bd61e5 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -39,7 +39,6 @@ This hardware can be connected directly or through an :doc:`IoT system <../gener point_of_sale/employee_login point_of_sale/preparation point_of_sale/self_order - point_of_sale/combos point_of_sale/shop point_of_sale/restaurant point_of_sale/pricing diff --git a/content/applications/sales/point_of_sale/combos.rst b/content/applications/sales/point_of_sale/combos.rst deleted file mode 100644 index 10a3884fff..0000000000 --- a/content/applications/sales/point_of_sale/combos.rst +++ /dev/null @@ -1,63 +0,0 @@ -============== -Product combos -============== - -The **Product Combos** feature allows users to define and manage combination options for a single -product. - -In the context of a restaurant, the feature enables users to create multiple-choice menus. For -example, a user can define a main dish and specify various options for sides, drinks, or desserts -that customers can combine with the main dish. - -In retail, this feature allows you to create a product set with multiple products to choose from and -combine. - -.. _pos/combos/configuration: - -Configuration -============= - -First, you need to create combination choices. To do so: - -#. Go to :menuselection:`Point of Sale --> Products --> Product Combos` and click :guilabel:`New`. -#. Name your combo and add the products you want customers to choose from by clicking :guilabel:`Add - a line`. You can also include an extra price for each option in the :guilabel:`Extra Price` - column. - -.. note:: - As a reference, the selected product's original price is displayed in the :guilabel:`Original - Price` column. - -.. image:: combos/combo-form.png - :scale: 75% - -Second, you need to create a specific product to gather combo choices. To do this: - -#. Go to :menuselection:`Point of Sale --> Products --> Products` and click :guilabel:`New`. -#. Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the :guilabel:`General - Information` tab. - - .. note:: - The sales price of the combo product is fixed and does not vary based on the individual prices - of included items or the quantity of items in the combo. The combo product price is only - affected by the extra price optionally defined at the combo choice creation or if a variant of - one of the items has a specified extra price. -#. Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and select the - combinations to add. You can also create a new combination at this step by clicking - :guilabel:`New` on the popup window. - -.. image:: combos/combo-product-form.png - :scale: 75% - -Once you have created and added the combo choices into a product, you can sell combos in your retail -store or restaurant. - -Practical application -===================== - -:ref:`Access the POS 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% diff --git a/content/applications/sales/point_of_sale/combos/combo-form.png b/content/applications/sales/point_of_sale/combos/combo-form.png deleted file mode 100644 index 3e77251643..0000000000 Binary files a/content/applications/sales/point_of_sale/combos/combo-form.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/combos/combo-product-form.png b/content/applications/sales/point_of_sale/combos/combo-product-form.png deleted file mode 100644 index 1168ad7939..0000000000 Binary files a/content/applications/sales/point_of_sale/combos/combo-product-form.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/combos/combo-select.png b/content/applications/sales/point_of_sale/combos/combo-select.png deleted file mode 100644 index d5752ef638..0000000000 Binary files a/content/applications/sales/point_of_sale/combos/combo-select.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/products.rst b/content/applications/sales/point_of_sale/products.rst index 2a51e76142..ae0a401f6d 100644 --- a/content/applications/sales/point_of_sale/products.rst +++ b/content/applications/sales/point_of_sale/products.rst @@ -1,3 +1,5 @@ +.. _pos/products/products: + ======== Products ======== @@ -15,6 +17,9 @@ To update an existing product from the POS register, long-click a product to ope pop-up, and click :guilabel:`Edit`. Change the necessary product details and click :guilabel:`Save` to return to the POS register. +.. seealso:: + `Product creation (video tutorial) `_ + POS product categories ====================== @@ -37,3 +42,96 @@ Once POS product categories are created, assign them to specific products: To limit the categories displayed on the POS register, navigate to the :ref:`POS settings ` and select the relevant categories in the :guilabel:`Restrict Categories` field under the :guilabel:`Product & PoS categories` section. + +.. _pos/products/combos: + +Product combos +============== + +A product combo is a bundle of multiple products sold together as a unit. Each product combo +consists of multiple categories, known as :ref:`combo choices `, and +each combo choice contains several items. When purchasing a product combo, customers can select one +or more items from each combo choice. + +.. example:: + A burger menu is offered as a product combo including three combo choices: one burger, one + drink, and one portion of fries. For each combo choice, customers select one item from the + available options (e.g., cheeseburger or chicken burger; soda or water; regular or large fries). + +.. seealso:: + `Product combos (video tutorial) `_ + +.. _pos/products/combo-choices: + +Combo choice creation +--------------------- + +To create the combo choices that will be added to the :ref:`product combo +`, follow the next steps: + +#. Go to :menuselection:`Point of Sale --> Products --> Combo Choices` and click :guilabel:`New`. +#. Enter a name for the :guilabel:`Combo Choice`. +#. Set the maximum selectable items for the combo choice using the :guilabel:`Maximum items` field. +#. Set the number of items included in the combo choice using the :guilabel:`Includes items` field. +#. Click :guilabel:`Add a line` under the :guilabel:`Options` section to add the products that + constitute the :guilabel:`Combo Choices`. +#. If needed, click a product to add an :guilabel:`Extra Price`. + +.. admonition:: Combo Price vs. Extra Price + + - The :guilabel:`Combo Price` field shows the price applied to any additional product a customer + might select (i.e., when the :guilabel:`Maximum items` field is set to `2` or higher). This + price is automatically calculated based on the price of the least expensive product defined in + the :guilabel:`Combo Choice`. + - The :guilabel:`Extra Price` field is used to set an additional charge for a specific product in + the combo choice, e.g., to cover higher costs or encourage upselling. This extra price is + applied each time a customer selects that product within the combo choice. + +.. _pos/products/combo-creation: + +Product combo creation +---------------------- + +To create a specific product that contains :ref:`combo choices `, +follow the next steps: + +#. Go to :menuselection:`Point of Sale --> Products --> Products` and click :guilabel:`New`. +#. Enter a product name. +#. Set the :guilabel:`Product Type` to :guilabel:`Combo` and select the relevant :ref:`Combo + Choices `. +#. Add a :guilabel:`Sales Price`. +#. Optionally, click the :guilabel:`Point of Sale` tab to select the preferred :guilabel:`Category`. + +.. seealso:: + :doc:`/applications/sales/sales/products_prices/products/variants` + +.. _pos/products/combo-application: + +Combo application +----------------- + +To apply combos, follow these steps: + +#. Open the :ref:`POS register `. +#. Click the desired product combo, and select the preferred items for each combo choice. +#. Click :guilabel:`Add to order`. +#. Continue with the order process. + +.. note:: + The total price of the product combo, as displayed in the :ref:`POS register + `, is based on the :guilabel:`Sales Price` defined on the :ref:`product + combo's form `. Selecting several products in the combo choices and + selecting a product with an :guilabel:`Extra Price` influences the total price. + + .. example:: + The :guilabel:`Office Combo` has a :guilabel:`Sales Price` of **300** € and offers a + selection of chairs and desks. The combo choice for chairs includes a conference chair, an + office chair, and an armchair with a maximum selectable amount set to 2. The :guilabel:`Combo + Price` for the chair combo choice is **35** € per added item because the conference chair is + the least expensive product. The armchair has an :guilabel:`Extra Price` of **100** € because + it is made of leather. Selecting the conference chair with the armchair increases the price + of the :guilabel:`Office Combo` to **435** €. Thus, selecting the armchair adds **35** € + (:guilabel:`Combo Price`) + **100** € (:guilabel:`Extra Price`). + + .. image:: products/office-combo.png + :scale: 60% diff --git a/content/applications/sales/point_of_sale/products/office-combo.png b/content/applications/sales/point_of_sale/products/office-combo.png new file mode 100644 index 0000000000..b6a6f1da65 Binary files /dev/null and b/content/applications/sales/point_of_sale/products/office-combo.png differ diff --git a/content/applications/websites/ecommerce/configuration/products.rst b/content/applications/websites/ecommerce/configuration/products.rst index 73268f465f..c87a022e3e 100644 --- a/content/applications/websites/ecommerce/configuration/products.rst +++ b/content/applications/websites/ecommerce/configuration/products.rst @@ -136,8 +136,8 @@ Once the media is selected, click :guilabel:`Add`. Product combos -------------- -:doc:`Product combinations ` allow users to configure a -set of related products to buy as a bundle. To :ref:`configure combos `, +:ref:`Product combinations ` allow users to configure a +set of related products to buy as a bundle. To :ref:`configure combos `, go to :menuselection:`Website --> eCommerce --> Combo Choices`. Once finished and published, customers can choose the combo when adding the product to the cart. Depending on the configuration, certain items may incur an additional charge. diff --git a/redirects/19.0.txt b/redirects/19.0.txt index dbaf8fff64..ecc1a724b5 100644 --- a/redirects/19.0.txt +++ b/redirects/19.0.txt @@ -98,3 +98,4 @@ applications/sales/sales/products_prices/alternative_products.rst applications/w 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 +applications/sales/point_of_sale/combos.rst applications/sales/point_of_sale/products.rst