[MOV] POS: move config from get. start. to general & add settings info

Task ID: 3256407
This commit is contained in:
Loredana Perazzo
2023-04-18 15:50:00 +02:00
parent 9e6f4a8c56
commit 7e16fc3d1f
29 changed files with 88 additions and 45 deletions

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@@ -17,7 +17,7 @@ is able to continue working even if you are offline.
.. toctree::
:titlesonly:
point_of_sale/overview
point_of_sale/general
point_of_sale/shop
point_of_sale/restaurant
point_of_sale/payment

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@@ -0,0 +1,81 @@
:show-content:
================
General features
================
**Point of Sale** is a fully integrated application that allows you to sell products (online or
offline) with any device. It also automatically registers product moves in your stock, gives you
real-time statistics, and consolidations across all shops.
Configuration
=============
.. _general/settings:
Access POS settings
-------------------
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
configure.
.. image:: general/select-pos-dropdown.png
:align: center
:alt: dropdown menu to select the POS in the app settings
.. note::
These settings are available to users with settings rights in administration (go to
:menuselection:`Settings --> Manage Users`, select the user, scroll down to the
:guilabel:`Administration` section, and set :guilabel:`Settings` in the
:guilabel:`Administration` field.)
.. seealso::
- :doc:`shop`
- :doc:`restaurant`
You can also set up a POS from the dashboard by clicking the vertical ellipsis button
(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:
- :doc:`Enable multiple employees to log in. <shop/multicashiers>`
- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`
- :doc:`Connect and set up an ePOS printer. <general/epos_ssc>`
.. image:: general/toggle-settings.png
:align: center
:alt: popup window to access quick settings in POS
.. note::
These settings are available to any user with administrator rights in Point of Sale (go to
:menuselection:`Settings --> Manage Users`, select the user, scroll down to the :guilabel:`Sales`
section, and set :guilabel:`Administrator` in the :guilabel:`Point of Sale` field.)
Make products available
-----------------------
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and select a product to open the product form. In the :guilabel:`Sales` tab, enable
:guilabel:`Available in POS`.
.. image:: general/pos-available.png
:align: center
:alt: Making a product available in your POS.
View statistics
===============
To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
and :guilabel:`Orders`.
These statistics are available in a graph or pivot view that you can filter or group depending on
your needs.
.. toctree::
:titlesonly:
general/getting_started
general/customer_note
general/register
general/https
general/epos_ssc

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@@ -2,24 +2,9 @@
Getting started
===============
**Point of Sale** is a fully integrated application that allows you to sell products (online or
offline) with any device. It also automatically registers product moves in your stock, gives you
real-time statistics, and consolidations across all shops.
Configuration
=============
Make products available
-----------------------
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and select a product to open the product form. In the :guilabel:`Sales` tab, enable
:guilabel:`Available in POS`.
.. image:: getting_started/pos-available.png
:align: center
:alt: Making a product available in your POS.
Configure payment methods
-------------------------
@@ -144,13 +129,3 @@ the **POS dashboard**.
- It is strongly advised to close your POS session at the end of each day.
- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
Sessions`.
View statistics
===============
To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
and :guilabel:`Orders`.
These statistics are available in a graph or pivot view that you can filter or group depending on
your needs.

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@@ -1,14 +0,0 @@
:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/getting_started
overview/customer_note
overview/register
overview/https
overview/epos_ssc

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@@ -42,7 +42,7 @@ to your installation:
.. seealso::
- :doc:`../../../productivity/iot/config/connect`
- :doc:`../../../productivity/iot/devices/printer`
- :doc:`../overview/epos_ssc`
- :doc:`../general/epos_ssc`
Set your printer to print specific products based on their POS category. To do so, click
: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
====
Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops
<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
<../general/getting_started>`, :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 <../overview/getting_started>` and click
To add tips to an order, :doc:`access the payment screen <../general/getting_started>` 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 <../overview/getting_started>`
- :doc:`Get started <../general/getting_started>`
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:`../overview/getting_started`
- :doc:`../general/getting_started`
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/overview.rst applications/sales/point_of_sale/general.rst # point_of_sale/overview --> point_of_sale/general
applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst # configuration/subscription_products --> products
applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst # configuration/subscription_templates --> plans
applications/sales/subscriptions/follow_up/automatic_alerts.rst applications/sales/subscriptions/automatic_alerts.rst # follow_up/* --> *