[REF] pos: rename getting_started into sessions and update content

This commit is contained in:
Loredana Perazzo
2023-04-19 17:48:56 +02:00
parent 6269fc5e67
commit 3a2ec7bd94
11 changed files with 42 additions and 25 deletions

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@@ -74,7 +74,7 @@ your needs.
.. toctree::
:titlesonly:
general/getting_started
general/sessions
general/customer_note
general/register
general/https

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@@ -1,16 +1,13 @@
===============
Getting started
===============
============
POS sessions
============
.. _pos/start-session:
Start a session
---------------
Start the session
=================
From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash
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.
@@ -18,6 +15,9 @@ Selling` if the session is already opened.
Multiple users can be connected to the same session at the same time. However, the session can
only be opened once on the same browser.
Sell products
=============
Click 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.
@@ -26,7 +26,7 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
:guilabel:`New Order` to move on to the next customer.
.. image:: getting_started/pos-interface.png
.. image:: sessions/pos-interface.png
:align: center
:alt: POS session interface.
@@ -34,9 +34,8 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
- 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.
Return and refund products
--------------------------
==========================
To return and refund a product,
@@ -47,7 +46,7 @@ To return and refund a product,
#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
.. image:: getting_started/refund.png
.. image:: sessions/refund.png
:align: center
:alt: refund view from a POS
@@ -58,12 +57,28 @@ To return and refund a product,
setting a negative quantity that equals the number of returned products. To do so, click
:guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
Close the POS session
---------------------
Manage the cash register
========================
To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
information:
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:: sessions/hamburger.png
:align: center
: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`.
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.
@@ -74,7 +89,7 @@ and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to cl
computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
specified in the **Notes** section.
.. image:: getting_started/closing-control.png
.. image:: sessions/closing-control.png
:align: center
:alt: How to close a POS session.
@@ -82,10 +97,11 @@ Once you are done controlling the amounts, click :guilabel:`Close Session` to cl
the **POS dashboard**.
.. note::
- You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
clicking :guilabel:`Discard`.
- 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` at the
revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
:guilabel:`Payments Difference` screen.
.. tip::

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@@ -3,7 +3,7 @@ Tips
====
Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops
<../general/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
<../general/sessions>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
.. _configuration:
@@ -59,7 +59,7 @@ and the waiter. That bill indicates the tip value the customer chooses to give a
Add tips
========
To add tips to an order, :doc:`access the payment screen <../general/getting_started>` and click
To add tips to an order, :doc:`access the payment screen <../general/sessions>` and click
:guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and
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
click it to add it to the cart.
.. seealso::
- :doc:`Get started <../general/getting_started>`
- :doc:`Get started <../general/sessions>`
Log employees
-------------

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@@ -40,7 +40,7 @@ Select the payment method and click :guilabel:`Validate`. The **invoice** is aut
and ready to be downloaded and/or printed.
.. seealso::
- :doc:`../general/getting_started`
- :doc:`../general/sessions`
Retrieve invoices
-----------------

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@@ -23,6 +23,7 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
# applications/sales
applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions
applications/sales/point_of_sale/general/getting_started.rst applications/sales/point_of_sale/general/sessions.rst
applications/sales/point_of_sale/overview.rst applications/sales/point_of_sale/general.rst # point_of_sale/overview --> point_of_sale/general
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
applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/payment/adyen.rst