From 7e16fc3d1f90f7521bfcd571fb78393af4022109 Mon Sep 17 00:00:00 2001 From: Loredana Perazzo Date: Tue, 18 Apr 2023 15:50:00 +0200 Subject: [PATCH] [MOV] POS: move config from get. start. to general & add settings info Task ID: 3256407 --- content/applications/sales/point_of_sale.rst | 2 +- .../sales/point_of_sale/general.rst | 81 ++++++++++++++++++ .../{overview => general}/customer_note.rst | 0 .../customer_notes/customer-notes-ui.png | Bin .../customer_notes/notes-receipt.png | Bin .../{overview => general}/epos_ssc.rst | 0 .../epos_ssc/browser-https-insecure.png | Bin .../epos_ssc/browser-warning.png | Bin .../epos_ssc/mozilla-not-secure.png | Bin .../epos_ssc/win-cert-wizard-store.png | Bin .../{overview => general}/getting_started.rst | 25 ------ .../getting_started/closing-control.png | Bin .../getting_started/payment-method.png | Bin .../getting_started/pos-interface.png | Bin .../getting_started/refund.png | Bin .../{overview => general}/https.rst | 0 .../pos-available.png | Bin .../{overview => general}/register.rst | 0 .../register/register01.png | Bin .../register/register02.png | Bin .../register/register03.png | Bin .../general/select-pos-dropdown.png | Bin 0 -> 2438 bytes .../point_of_sale/general/toggle-settings.png | Bin 0 -> 9596 bytes .../sales/point_of_sale/overview.rst | 14 --- .../restaurant/kitchen_printing.rst | 2 +- .../sales/point_of_sale/restaurant/tips.rst | 4 +- .../sales/point_of_sale/shop/barcode.rst | 2 +- .../sales/point_of_sale/shop/invoice.rst | 2 +- redirects/16.0.txt | 1 + 29 files changed, 88 insertions(+), 45 deletions(-) create mode 100644 content/applications/sales/point_of_sale/general.rst rename content/applications/sales/point_of_sale/{overview => general}/customer_note.rst (100%) rename content/applications/sales/point_of_sale/{overview => general}/customer_notes/customer-notes-ui.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/customer_notes/notes-receipt.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/epos_ssc.rst (100%) rename content/applications/sales/point_of_sale/{overview => general}/epos_ssc/browser-https-insecure.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/epos_ssc/browser-warning.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/epos_ssc/mozilla-not-secure.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/epos_ssc/win-cert-wizard-store.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/getting_started.rst (84%) rename content/applications/sales/point_of_sale/{overview => general}/getting_started/closing-control.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/getting_started/payment-method.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/getting_started/pos-interface.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/getting_started/refund.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/https.rst (100%) rename content/applications/sales/point_of_sale/{overview/getting_started => general}/pos-available.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/register.rst (100%) rename content/applications/sales/point_of_sale/{overview => general}/register/register01.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/register/register02.png (100%) rename content/applications/sales/point_of_sale/{overview => general}/register/register03.png (100%) create mode 100644 content/applications/sales/point_of_sale/general/select-pos-dropdown.png create mode 100644 content/applications/sales/point_of_sale/general/toggle-settings.png delete mode 100644 content/applications/sales/point_of_sale/overview.rst diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 305cea962..1a7ed293b 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -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 diff --git a/content/applications/sales/point_of_sale/general.rst b/content/applications/sales/point_of_sale/general.rst new file mode 100644 index 000000000..b7baeea35 --- /dev/null +++ b/content/applications/sales/point_of_sale/general.rst @@ -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. ` +- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>` +- :doc:`Connect and set up an ePOS printer. ` + +.. 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 diff --git a/content/applications/sales/point_of_sale/overview/customer_note.rst b/content/applications/sales/point_of_sale/general/customer_note.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/customer_note.rst rename to content/applications/sales/point_of_sale/general/customer_note.rst diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png b/content/applications/sales/point_of_sale/general/customer_notes/customer-notes-ui.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/customer_notes/customer-notes-ui.png rename to content/applications/sales/point_of_sale/general/customer_notes/customer-notes-ui.png diff --git a/content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png b/content/applications/sales/point_of_sale/general/customer_notes/notes-receipt.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/customer_notes/notes-receipt.png rename to content/applications/sales/point_of_sale/general/customer_notes/notes-receipt.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc.rst b/content/applications/sales/point_of_sale/general/epos_ssc.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc.rst rename to content/applications/sales/point_of_sale/general/epos_ssc.rst diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/browser-https-insecure.png b/content/applications/sales/point_of_sale/general/epos_ssc/browser-https-insecure.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/browser-https-insecure.png rename to content/applications/sales/point_of_sale/general/epos_ssc/browser-https-insecure.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/browser-warning.png b/content/applications/sales/point_of_sale/general/epos_ssc/browser-warning.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/browser-warning.png rename to content/applications/sales/point_of_sale/general/epos_ssc/browser-warning.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/mozilla-not-secure.png b/content/applications/sales/point_of_sale/general/epos_ssc/mozilla-not-secure.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/mozilla-not-secure.png rename to content/applications/sales/point_of_sale/general/epos_ssc/mozilla-not-secure.png diff --git a/content/applications/sales/point_of_sale/overview/epos_ssc/win-cert-wizard-store.png b/content/applications/sales/point_of_sale/general/epos_ssc/win-cert-wizard-store.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/epos_ssc/win-cert-wizard-store.png rename to content/applications/sales/point_of_sale/general/epos_ssc/win-cert-wizard-store.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started.rst b/content/applications/sales/point_of_sale/general/getting_started.rst similarity index 84% rename from content/applications/sales/point_of_sale/overview/getting_started.rst rename to content/applications/sales/point_of_sale/general/getting_started.rst index 3a287db36..8e53f5609 100644 --- a/content/applications/sales/point_of_sale/overview/getting_started.rst +++ b/content/applications/sales/point_of_sale/general/getting_started.rst @@ -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. diff --git a/content/applications/sales/point_of_sale/overview/getting_started/closing-control.png b/content/applications/sales/point_of_sale/general/getting_started/closing-control.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/closing-control.png rename to content/applications/sales/point_of_sale/general/getting_started/closing-control.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started/payment-method.png b/content/applications/sales/point_of_sale/general/getting_started/payment-method.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/payment-method.png rename to content/applications/sales/point_of_sale/general/getting_started/payment-method.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png b/content/applications/sales/point_of_sale/general/getting_started/pos-interface.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-interface.png rename to content/applications/sales/point_of_sale/general/getting_started/pos-interface.png diff --git a/content/applications/sales/point_of_sale/overview/getting_started/refund.png b/content/applications/sales/point_of_sale/general/getting_started/refund.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/refund.png rename to content/applications/sales/point_of_sale/general/getting_started/refund.png diff --git a/content/applications/sales/point_of_sale/overview/https.rst b/content/applications/sales/point_of_sale/general/https.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/https.rst rename to content/applications/sales/point_of_sale/general/https.rst diff --git a/content/applications/sales/point_of_sale/overview/getting_started/pos-available.png b/content/applications/sales/point_of_sale/general/pos-available.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/getting_started/pos-available.png rename to content/applications/sales/point_of_sale/general/pos-available.png diff --git a/content/applications/sales/point_of_sale/overview/register.rst b/content/applications/sales/point_of_sale/general/register.rst similarity index 100% rename from content/applications/sales/point_of_sale/overview/register.rst rename to content/applications/sales/point_of_sale/general/register.rst diff --git a/content/applications/sales/point_of_sale/overview/register/register01.png b/content/applications/sales/point_of_sale/general/register/register01.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register01.png rename to content/applications/sales/point_of_sale/general/register/register01.png diff --git a/content/applications/sales/point_of_sale/overview/register/register02.png b/content/applications/sales/point_of_sale/general/register/register02.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register02.png rename to content/applications/sales/point_of_sale/general/register/register02.png diff --git a/content/applications/sales/point_of_sale/overview/register/register03.png b/content/applications/sales/point_of_sale/general/register/register03.png similarity index 100% rename from content/applications/sales/point_of_sale/overview/register/register03.png rename to content/applications/sales/point_of_sale/general/register/register03.png diff --git a/content/applications/sales/point_of_sale/general/select-pos-dropdown.png 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overview/https - overview/epos_ssc diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst index abdbfc6e4..43f47a52b 100644 --- a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst +++ b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst @@ -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 diff --git a/content/applications/sales/point_of_sale/restaurant/tips.rst b/content/applications/sales/point_of_sale/restaurant/tips.rst index 649f4dd19..5a245d112 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 -<../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. diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index 8693a7876..91b85877d 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 <../overview/getting_started>` + - :doc:`Get started <../general/getting_started>` 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 36b545ede..1d9385065 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:`../overview/getting_started` + - :doc:`../general/getting_started` Retrieve invoices ----------------- diff --git a/redirects/16.0.txt b/redirects/16.0.txt index e113e91f4..b2f33aaae 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/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/* --> *