[MOV] POS: move config from get. start. to general & add settings info
Task ID: 3256407
@@ -17,7 +17,7 @@ is able to continue working even if you are offline.
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.. toctree::
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:titlesonly:
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point_of_sale/overview
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point_of_sale/general
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point_of_sale/shop
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point_of_sale/restaurant
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point_of_sale/payment
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81
content/applications/sales/point_of_sale/general.rst
Normal file
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:show-content:
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================
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General features
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================
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**Point of Sale** is a fully integrated application that allows you to sell products (online or
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offline) with any device. It also automatically registers product moves in your stock, gives you
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real-time statistics, and consolidations across all shops.
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Configuration
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=============
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.. _general/settings:
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Access POS settings
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-------------------
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To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
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Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
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configure.
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.. image:: general/select-pos-dropdown.png
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:align: center
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:alt: dropdown menu to select the POS in the app settings
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.. note::
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These settings are available to users with settings rights in administration (go to
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:menuselection:`Settings --> Manage Users`, select the user, scroll down to the
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:guilabel:`Administration` section, and set :guilabel:`Settings` in the
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:guilabel:`Administration` field.)
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.. seealso::
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- :doc:`shop`
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- :doc:`restaurant`
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You can also set up a POS from the dashboard by clicking the vertical ellipsis button
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(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:
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- :doc:`Enable multiple employees to log in. <shop/multicashiers>`
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- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`
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- :doc:`Connect and set up an ePOS printer. <general/epos_ssc>`
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.. image:: general/toggle-settings.png
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:align: center
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:alt: popup window to access quick settings in POS
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.. note::
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These settings are available to any user with administrator rights in Point of Sale (go to
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:menuselection:`Settings --> Manage Users`, select the user, scroll down to the :guilabel:`Sales`
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section, and set :guilabel:`Administrator` in the :guilabel:`Point of Sale` field.)
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Make products available
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-----------------------
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To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
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and select a product to open the product form. In the :guilabel:`Sales` tab, enable
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:guilabel:`Available in POS`.
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.. image:: general/pos-available.png
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:align: center
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:alt: Making a product available in your POS.
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View statistics
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===============
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To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
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the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
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and :guilabel:`Orders`.
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These statistics are available in a graph or pivot view that you can filter or group depending on
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your needs.
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.. toctree::
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:titlesonly:
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general/getting_started
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general/customer_note
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general/register
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general/https
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general/epos_ssc
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@@ -2,24 +2,9 @@
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Getting started
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===============
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**Point of Sale** is a fully integrated application that allows you to sell products (online or
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offline) with any device. It also automatically registers product moves in your stock, gives you
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real-time statistics, and consolidations across all shops.
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Configuration
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=============
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Make products available
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-----------------------
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To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
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and select a product to open the product form. In the :guilabel:`Sales` tab, enable
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:guilabel:`Available in POS`.
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.. image:: getting_started/pos-available.png
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:align: center
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:alt: Making a product available in your POS.
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Configure payment methods
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-------------------------
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@@ -144,13 +129,3 @@ the **POS dashboard**.
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- It is strongly advised to close your POS session at the end of each day.
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- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
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Sessions`.
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View statistics
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===============
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To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
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the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
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and :guilabel:`Orders`.
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These statistics are available in a graph or pivot view that you can filter or group depending on
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your needs.
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Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
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Before Width: | Height: | Size: 5.7 KiB After Width: | Height: | Size: 5.7 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 |
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Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
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After Width: | Height: | Size: 2.4 KiB |
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After Width: | Height: | Size: 9.4 KiB |
@@ -1,14 +0,0 @@
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:nosearch:
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/getting_started
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overview/customer_note
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overview/register
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overview/https
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overview/epos_ssc
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@@ -42,7 +42,7 @@ to your installation:
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.. seealso::
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- :doc:`../../../productivity/iot/config/connect`
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- :doc:`../../../productivity/iot/devices/printer`
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- :doc:`../overview/epos_ssc`
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- :doc:`../general/epos_ssc`
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Set your printer to print specific products based on their POS category. To do so, click
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:guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field. If you leave this field
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@@ -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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<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
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<../general/getting_started>`, :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 <../overview/getting_started>` and click
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To add tips to an order, :doc:`access the payment screen <../general/getting_started>` 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 <../overview/getting_started>`
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- :doc:`Get started <../general/getting_started>`
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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:`../overview/getting_started`
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- :doc:`../general/getting_started`
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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/overview.rst applications/sales/point_of_sale/general.rst # point_of_sale/overview --> point_of_sale/general
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applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst # configuration/subscription_products --> products
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applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst # configuration/subscription_templates --> plans
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applications/sales/subscriptions/follow_up/automatic_alerts.rst applications/sales/subscriptions/automatic_alerts.rst # follow_up/* --> *
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