diff --git a/content/applications/sales/point_of_sale/general.rst b/content/applications/sales/point_of_sale/general.rst index b7baeea35..f688261ee 100644 --- a/content/applications/sales/point_of_sale/general.rst +++ b/content/applications/sales/point_of_sale/general.rst @@ -74,7 +74,7 @@ your needs. .. toctree:: :titlesonly: - general/getting_started + general/sessions general/customer_note general/register general/https diff --git a/content/applications/sales/point_of_sale/general/getting_started/closing-control.png b/content/applications/sales/point_of_sale/general/getting_started/closing-control.png deleted file mode 100644 index f90ef7aca..000000000 Binary files a/content/applications/sales/point_of_sale/general/getting_started/closing-control.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/general/getting_started.rst b/content/applications/sales/point_of_sale/general/sessions.rst similarity index 71% rename from content/applications/sales/point_of_sale/general/getting_started.rst rename to content/applications/sales/point_of_sale/general/sessions.rst index 92d650c5d..76730698a 100644 --- a/content/applications/sales/point_of_sale/general/getting_started.rst +++ b/content/applications/sales/point_of_sale/general/sessions.rst @@ -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:: diff --git a/content/applications/sales/point_of_sale/general/sessions/closing-control.png b/content/applications/sales/point_of_sale/general/sessions/closing-control.png new file mode 100644 index 000000000..ce8a66a58 Binary files /dev/null and b/content/applications/sales/point_of_sale/general/sessions/closing-control.png differ diff --git a/content/applications/sales/point_of_sale/general/sessions/hamburger.png b/content/applications/sales/point_of_sale/general/sessions/hamburger.png new file mode 100644 index 000000000..168073733 Binary files /dev/null and b/content/applications/sales/point_of_sale/general/sessions/hamburger.png differ diff --git a/content/applications/sales/point_of_sale/general/getting_started/pos-interface.png b/content/applications/sales/point_of_sale/general/sessions/pos-interface.png similarity index 100% rename from content/applications/sales/point_of_sale/general/getting_started/pos-interface.png rename to content/applications/sales/point_of_sale/general/sessions/pos-interface.png diff --git a/content/applications/sales/point_of_sale/general/getting_started/refund.png b/content/applications/sales/point_of_sale/general/sessions/refund.png similarity index 100% rename from content/applications/sales/point_of_sale/general/getting_started/refund.png rename to content/applications/sales/point_of_sale/general/sessions/refund.png diff --git a/content/applications/sales/point_of_sale/restaurant/tips.rst b/content/applications/sales/point_of_sale/restaurant/tips.rst index ee37fa7e3..2337c651c 100644 --- a/content/applications/sales/point_of_sale/restaurant/tips.rst +++ b/content/applications/sales/point_of_sale/restaurant/tips.rst @@ -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. diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index 91b85877d..865a7f451 100644 --- a/content/applications/sales/point_of_sale/shop/barcode.rst +++ b/content/applications/sales/point_of_sale/shop/barcode.rst @@ -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 ------------- diff --git a/content/applications/sales/point_of_sale/shop/invoice.rst b/content/applications/sales/point_of_sale/shop/invoice.rst index 1d9385065..3936b20a6 100644 --- a/content/applications/sales/point_of_sale/shop/invoice.rst +++ b/content/applications/sales/point_of_sale/shop/invoice.rst @@ -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 ----------------- diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 4c5bf9560..1c38c5295 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -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