[REF] pos: rename getting_started into sessions and update content
@@ -74,7 +74,7 @@ your needs.
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.. toctree::
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:titlesonly:
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general/getting_started
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general/sessions
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general/customer_note
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general/register
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general/https
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Before Width: | Height: | Size: 15 KiB |
@@ -1,16 +1,13 @@
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===============
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Getting started
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===============
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============
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POS sessions
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============
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.. _pos/start-session:
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Start a session
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---------------
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Start the session
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=================
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From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash
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From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash
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Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
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Selling` if the session is already opened.
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@@ -18,6 +15,9 @@ Selling` if the session is already opened.
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Multiple users can be connected to the same session at the same time. However, the session can
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only be opened once on the same browser.
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Sell products
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=============
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Click products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter
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the number of products using the keypad. To add a **discount** or modify the product **price**,
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click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
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@@ -26,7 +26,7 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
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**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
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:guilabel:`New Order` to move on to the next customer.
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.. image:: getting_started/pos-interface.png
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.. image:: sessions/pos-interface.png
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:align: center
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:alt: POS session interface.
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@@ -34,9 +34,8 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
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- You can use both `,` and `.` on your keyboard as decimal separators.
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- **Cash** is selected by default if you enter the amount without choosing a payment method.
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Return and refund products
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--------------------------
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==========================
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To return and refund a product,
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@@ -47,7 +46,7 @@ To return and refund a product,
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#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
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#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
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.. image:: getting_started/refund.png
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.. image:: sessions/refund.png
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:align: center
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:alt: refund view from a POS
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@@ -58,12 +57,28 @@ To return and refund a product,
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setting a negative quantity that equals the number of returned products. To do so, click
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:guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
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Close the POS session
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---------------------
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Manage the cash register
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========================
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To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
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opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
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information:
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To add or take out cash from the register, click the **menu icon** in the upper right corner of your
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screen and :guilabel:`Cash In/Out`.
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.. image:: sessions/hamburger.png
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:align: center
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:alt: dropdown menu to close a POS session, reach the backend, add or take cash out or check
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orders
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Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`,
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enter the amount and the reason, and click :guilabel:`Confirm`.
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Close the POS session
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=====================
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To close your session, click the **menu icon** in the upper right corner of your screen and
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:guilabel:`Close Session`.
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Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve
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various information:
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- the number of orders made and the total amount made during the session;
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- the expected amounts grouped by payment method.
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@@ -74,7 +89,7 @@ and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to cl
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computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
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specified in the **Notes** section.
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.. image:: getting_started/closing-control.png
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.. image:: sessions/closing-control.png
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:align: center
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:alt: How to close a POS session.
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@@ -82,10 +97,11 @@ Once you are done controlling the amounts, click :guilabel:`Close Session` to cl
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the **POS dashboard**.
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.. note::
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- You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
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clicking :guilabel:`Discard`.
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- To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown
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menu.
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- To abort, click :guilabel:`Discard` on the pop-up window.
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- Depending on your setup, you might only be allowed to close a session if the expected cash
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revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` at the
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revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
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:guilabel:`Payments Difference` screen.
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.. tip::
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After Width: | Height: | Size: 14 KiB |
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After Width: | Height: | Size: 3.7 KiB |
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Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
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Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
@@ -3,7 +3,7 @@ Tips
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====
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Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops
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<../general/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
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<../general/sessions>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
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.. _configuration:
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@@ -59,7 +59,7 @@ and the waiter. That bill indicates the tip value the customer chooses to give a
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Add tips
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========
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To add tips to an order, :doc:`access the payment screen <../general/getting_started>` and click
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To add tips to an order, :doc:`access the payment screen <../general/sessions>` and click
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:guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and
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process the payment.
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@@ -55,7 +55,7 @@ You can also enter the barcode number manually in the search bar to look for the
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click it to add it to the cart.
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.. seealso::
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- :doc:`Get started <../general/getting_started>`
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- :doc:`Get started <../general/sessions>`
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Log employees
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-------------
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@@ -40,7 +40,7 @@ Select the payment method and click :guilabel:`Validate`. The **invoice** is aut
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and ready to be downloaded and/or printed.
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.. seealso::
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- :doc:`../general/getting_started`
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- :doc:`../general/sessions`
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Retrieve invoices
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-----------------
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@@ -23,6 +23,7 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
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# applications/sales
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applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions
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applications/sales/point_of_sale/general/getting_started.rst applications/sales/point_of_sale/general/sessions.rst
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applications/sales/point_of_sale/overview.rst applications/sales/point_of_sale/general.rst # point_of_sale/overview --> point_of_sale/general
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applications/sales/point_of_sale/payment.rst applications/sales/point_of_sale/payment_methods/payment.rst # point_of_sale/payment --> point_of_sale/payment_methods/payment
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applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/payment/adyen.rst
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