[IMP] POS: homepage update

task-4472597

content/applications/finance/fiscal_localizations/austria.rst

@@ -295,7 +295,7 @@ Then, click :guilabel:`Print` to download the PDF file with DEP7 data.
 Monthly / Yearly closing receipts
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-To print monthly/yearly closing receipts, :ref:`start a session <pos/session-start>` from the **POS
+To print monthly/yearly closing receipts, :ref:`start a session <pos/open-register>` from the **POS
 dashboard** and click :guilabel:`Open Register` on the related point of sale. Click the
 :icon:`oi-view-list` :guilabel:`(list view)` icon in the top-right corner and select
 :guilabel:`Montly/Yearly Receipts`.

content/applications/finance/fiscal_localizations/brazil.rst

@@ -723,7 +723,7 @@ Generating an NFC-e
 
 To generate an NFC-e, follow these steps:
 
-#. :ref:`Open the relevant point of sale shop and make a sale <pos/session-start>`.
+#. :ref:`Open the relevant point of sale shop and make a sale <pos/open-register>`.
 #. Validate the payment to calculate taxes and issue an NFC-e. The valid NFC-e appears on the right
    side of the screen.
 

content/applications/finance/fiscal_localizations/mexico.rst

@@ -1423,7 +1423,7 @@ to handle reversals of the sales entries when invoices are requested as well as
 account for the new invoices.
 
 .. seealso::
-   :doc:`../../sales/point_of_sale/receipts_invoices`
+   :doc:`../../sales/point_of_sale/pos_invoices`
 
 .. _l10n/mx/pos/global-invoice:
 

content/applications/sales/point_of_sale.rst

@@ -5,94 +5,254 @@
 Point of Sale
 =============
 
-With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
-a web browser, even if you are temporarily offline. Product moves are automatically registered in
-your stock, you get real-time statistics, and your data is consolidated across all shops.
+Odoo **Point of Sale** is designed for managing shops and restaurants. It is web-browser-based,
+allowing it to run on any device, and is built to maintain functionality even during temporary
+network outages.
+
+Beyond traditional :doc:`stores <point_of_sale/shop>` and :doc:`restaurants
+<point_of_sale/restaurant>` settings, Odoo :abbr:`POS (Point of Sale)` also supports a
+:doc:`self-ordering <point_of_sale/self_order>` feature, enabling customers to place orders and make
+payments using a dedicated kiosk or their own mobile devices.
+
+As with all Odoo applications, Odoo Point of Sale is fully integrated with the entire Odoo
+ecosystem. This integration primarily ensures that:
+
+- Product movements are automatically tracked and registered in the :doc:`Inventory
+  <../inventory_and_mrp/inventory>` application.
+- All POS transactions are recorded in the :doc:`Invoicing <../finance/accounting>` or, if
+  installed, :doc:`Accounting <../finance/accounting>` application.
+- :doc:`Sales orders <point_of_sale/shop/sales_order>` created from the :doc:`Sales <sales>` or
+  :doc:`Website <../websites>` application can be retrieved and settled in Point of Sale.
+
+Odoo :abbr:`POS (Point of Sale)` integrates with all essential point-of-sale hardware, including:
+
+- :doc:`Payment terminals <point_of_sale/payment_methods/terminals>`;
+- Cash drawers;
+- :doc:`Cash machines <point_of_sale/payment_methods/cash_machines>`;
+- :ref:`Weighing scales <pos/scale>`;
+- :doc:`Barcode scanners <point_of_sale/shop/barcode>`;
+- :ref:`Customer displays <pos/display>`;
+- :doc:`Preparation displays <point_of_sale/preparation>`;
+- :doc:`Electronic shelf labels <point_of_sale/pricing/electronic_labels>`.
+
+This hardware can be connected directly or through an :doc:`IoT system <../general/iot>`, ensuring a
+comprehensive and connected retail environment.
 
 .. seealso::
-   - `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
-   - :doc:`IoT Boxes Documentations </applications/general/iot>`
+   `Odoo Tutorials: Point of Sale tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
 
-.. _pos/session-start:
+Configuration
+=============
 
-Start a session
-===============
+.. _pos/create-pos:
+
+Create a POS
+------------
+To create the initial POS of a database, go to :menuselection:`Point of Sale --> Dashboard` and
+choose from one of the POS card to generate a POS preconfigured to suit your business type.
+
+To create additional POS or to create one from scratch, go to :menuselection:`Point of Sale -->
+Configuration --> Point of Sales` and select :guilabel:`New`. Then, configure the :ref:`POS settings
+<configuration/settings>` to meet the specific business requirements.
+
+.. important::
+   Ensure each POS has a dedicated :doc:`cash payment method <point_of_sale/payment_methods>`,
+   associated with a dedicated :ref:`cash journal <accounting/journals/cash>`.
+
+.. _pos/receipts:
+
+Receipts
+--------
+
+POS receipts display the following elements:
+
+- The company logo
+- The receipt and order number
+- The customizable header and footer
+- The cashier and customer names
+- The complete order, discounts, prices, payment methods
+- Optionally, a QR code or URL link for customer to generate invoices
+
+To set up POS receipts, navigate to the :ref:`POS settings <configuration/settings>` and scroll down
+to the :guilabel:`Bills & Receipts` section.
+
+- To **customize** the **header** and **footer**, activate the :guilabel:`Header & Footer` setting and
+  fill in both fields with the information to be printed on the receipts.
+- To **print receipts** automatically once a payment is registered, enable the :guilabel:`Automatic
+  Receipt Printing` setting.
+- To print receipts that don't display product prices, enable the :guilabel:`Basic Receipt` setting.
+- Receipts can be sent by email by default, but also by SMS or through WhatsApp. To do so, activate
+  the :guilabel:`SMS Enabled` or :guilabel:`WhatsApp Enabled` option(s).
+
+  .. note::
+     If the :guilabel:`WhatsApp Enabled` setting is not available, :ref:`install <general/install>`
+     the :guilabel:`WhatsApp Messaging` module.
+
+.. seealso::
+   - :ref:`pos/restaurant/bills`
+   - :doc:`point_of_sale/configuration/epos_printers`
+
+Reprint a receipt
+~~~~~~~~~~~~~~~~~
+
+To reprint a receipt, navigate to the :ref:`POS interface <pos_open-register>`, click
+:guilabel:`Orders`, open the dropdown selection menu next to the search bar, and change the default
+:guilabel:`All active orders` filter to :guilabel:`Paid`. Then, select the order and click
+:guilabel:`Print Receipt`.
+
+.. tip::
+   Filter the list of orders using the search bar: type in your reference and select
+   :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
+
+Store contact details
+~~~~~~~~~~~~~~~~~~~~~
+
+Customers' contact details, such as their phone number or email addresses, are stored
+automatically when sending receipts by email, SMS or Whatsapp. Once stored, contact details can be
+used for :doc:`marketing <../marketing>` purposes.
+
+.. seealso::
+   - :doc:`../marketing/email_marketing`
+   - :doc:`../marketing/sms_marketing`
+   - :doc:`../productivity/whatsapp`
+
+.. tip::
+   From a POS order form, navigate to the :guilabel:`Contact Info` category under the
+   :guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone
+   marketing messages.
+
+To access the POS interface, open the register? The POS interface is composed of a POS register and a POS orders overview screen
+
+.. _pos/open-register:
+
+Use
+===
+
+Once the POS is fully :doc:`configured <point_of_sale/configuration>`, access the POS interface by
+opening the register. Navigate to :menuselection:`Point of Sale --> Dashboard` and:
+
+#. Click :guilabel:`Open Register`.
+#. At the :guilabel:`Opening Control` screen, ensure the :guilabel:`Opening cash` amount is correct.
+#. Click :guilabel:`Open Register` again.
 
-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.
 
 .. note::
-   :doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
-   same time. However, the session can only be opened once on the same browser.
+   - Once the register is open, :guilabel:`Open Register` is replaced by :guilabel:`Continue
+     Selling`.
+   - :doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same register at
+     the same time. However, the register can only be opened once on the same browser.
+
+The POS interface is composed of a register for daily POS actions such as :ref:`sales <pos/sell>`,
+:ref:`refunds <pos/refund>`, etc., and a POS :ref:`orders <pos/orders>` overview screen to retrieve
+past or ongoing orders.
+
+Users can also create more orders by clicking the :icon:`fa-plus-circle` (:guilabel:`plus`) icon,
+jump between ongoing orders by clicking their order number, search for products using the search bar
+or click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon to access more advanced options, such
+as :ref:`closing the register <pos/register-close>`.
+
+.. _pos/orders:
+
+Orders overview
+===============
+
+The :guilabel:`Orders` overview allows for viewing, searching, and retrieving orders from the POS
+interface. Access this view by clicking :guilabel:`Orders` on the interface top bar.
+
+Then, search for orders in the search bar using their:
+
+- :guilabel:`Reference`
+- :guilabel:`Receipt Number`
+- :guilabel:`Date`
+- :guilabel:`Customer`
+- :guilabel:`Delivery Channel`
+- :guilabel:`Delivery Order Status`
+
+To filter orders based on their status, click the :guilabel:`Active` dropdown menu and select one of
+the following options:
+
+- :guilabel:`Active`: Orders in progress, either marked as :guilabel:`Ongoing`, in the
+  :guilabel:`Payment` stage or the :guilabel:`Receipt` stage, meaning orders for which the receipt
+  has been emailed to the customer.
+- :guilabel:`Paid`: Paid orders.
+
+To navigate between pages, click the :icon:`fa-caret-left` or :icon:`fa-caret-right`
+(:guilabel:`caret`) icon.
+
+To access an order in the register, click it, then click :guilabel:`Load Order`.
+
+.. note::
+  Paid orders can be :ref:`refunded <pos/refund>`.
+
+.. tip::
+  - To define the number of orders visible on a page, click `1-x / x`. Enter a number lower than
+    the total number of pages, and click :guilabel:`Ok`.
+  - Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to an :guilabel:`Active` order to
+    delete it.
+  - If using :ref:`presets <pos/restaurant/orders/preset>`, click one to view to view the related
+    orders. Click it again to return to the main overview.
 
 .. _pos/sell:
 
 Sell products
 =============
 
-Click on 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.
+The POS register can be divided in three distinctive sections: the cart, a numpad to adjust cart
+items, apply discounts, set customers, etc., and the list of products. To make sales:
 
-Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
-**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
-:guilabel:`New Order` to move on to the next customer.
+#. Click on products to add them to the cart.
 
-.. image:: point_of_sale/pos-interface.png
-   :alt: POS session interface.
+   #. To change the **quantity**, click :guilabel:`Qty` and enter the number of products using the
+      keypad.
+   #. To add a **discount**, click :guilabel:`% Disc` and enter the discount value using the keypad.
+   #. To modify the product **price**, click :guilabel:`Price` and enter new product price using the
+      keypad.
+#. Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
+
+   #. Select the **payment method**.
+   #. Enter the received amount.
+   #. Click :guilabel:`Validate`.
+#. Finally, click :guilabel:`New Order` to move on to the next customer.
+
+.. image:: point_of_sale/pos-register.png
+   :alt: POS register
+   :scale: 45 %
 
 .. tip::
-   - 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.
+   - Use both `,` and `.` on the keyboard as decimal separators.
+   - **Cash** is selected by default if no payment method is manually selected.
 
 .. note::
-   The system can only load a limited number of products for effective opening. Click
-   :guilabel:`Search more` if the desired product is not loaded automatically.
+   Click the :icon:`fa-plus-circle` :guilabel:`(plus)` icon to put an order aside and start a new
+   one.
 
 .. _pos/customers:
 
 Set customers
 =============
 
-Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards
-<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
-<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
-<receipts-invoices/invoices>`.
+Registering customers is necessary to :doc:`collect their loyalty points and grant them rewards
+<point_of_sale/pricing/loyalty>`, automatically apply an :doc:`attributed pricelist
+<point_of_sale/pricing/pricelists>`, or :ref:`generate and print invoices
+<pos_invoices/invoices>`.
 
-You can create customers from an :ref:`open POS session <pos/session-start>` by clicking
-:menuselection:`Customer --> Create`, and filling in the contact information. You can also create
-customers from the backend by going to :menuselection:`Point of Sale --> Orders --> Customers` and
-clicking :guilabel:`New`. Then, fill in the information and save.
+To create customers from an :ref:`the POS register <pos/open-register>`:
 
-To set a customer during an order, access the list of customers by clicking :guilabel:`Customer` on
-the POS interface. You can also set a customer at the payment screen by clicking
-:guilabel:`Customer`.
+#. Click :guilabel:`Customer`.
+#. Click :guilabel:`Create`.
+#. Then, complete the contact information.
 
-.. _pos/customer-notes:
+To create customers from the backend:
 
-Customer notes
-==============
+#. Go to :menuselection:`Point of Sale --> Orders --> Customers`.
+#. Click :guilabel:`New`.
+#. Then, fill in the information and save.
 
-You can add **customer notes** about specific products directly from an open :ref:`POS session
-<pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used
-to track a customer's particular request, such as not wanting the product to be assembled for them.
-
-To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up
-window in which you can add or modify content for the note.
+To assign a customer to an order, click :guilabel:`Customer` to access the customer list on the POS
+register or at the payment screen, and select the desired customer.
 
 .. note::
-   Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
-   identically in the cart.
-
-.. image:: point_of_sale/customer-notes.png
-   :alt: Customer note button and notes (SO and POS session) on products in the cart
-
-Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
-under the related product.
-
-.. image:: point_of_sale/notes-receipt.png
-   :alt: Customer receipt with notes from an SO and from the customer note feature
+   Creating a new customer assign them automatically to the order upon saving.
 
 .. _pos/refund:
 
@@ -101,112 +261,134 @@ Return and refund products
 
 To refund a returned product, follow these steps:
 
-#. :ref:`Start a session <pos/session-start>` from the **POS dashboard**.
-#. Click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon, then :icon:`fa-undo`
-   :guilabel:`Refund`, and select the corresponding order.
-#. Select items, use the keypad to set the quantity to refund, then click :guilabel:`Refund`.
+#. :ref:`Open the register <pos/open-register>` from the **POS dashboard**.
+#. Click :guilabel:`Actions`, then :icon:`fa-undo` :guilabel:`Refund`, and select the corresponding
+   order.
+#. Select items and use the keypad to set the quantity to refund, then click :guilabel:`Refund`.
 #. Click :guilabel:`Payment` and select the appropriate refund payment method.
 #. Click :guilabel:`Validate` and print the receipt if needed.
 #. Click :guilabel:`New Order` to proceed to the next customer.
 
 .. tip::
-   - To filter the **orders list** by :guilabel:`Reference`, :guilabel:`Receipt Number`,
+   - To filter the **orders list** by :guilabel:`Order number`, :guilabel:`Receipt Number`,
      :guilabel:`Date`, or :guilabel:`Customer`, enter a value in the search bar and choose the
      relevant filter from the dropdown menu.
    - When the total amount is negative, adding a gift card to the cart automatically adjusts the
      gift card balance to match that amount.
 
 .. note::
-   Alternatively, a refund can be processed by selecting the returned product(s) from an open
-   session and setting a negative quantity equal to the number of returned items. To do so, click
+   Alternatively, a refund can be processed by selecting the returned product(s) from the POS
+   register and setting a negative quantity equal to the number of returned items. To do so, click
    :guilabel:`Qty` and :guilabel:`+/-`, and update the quantity accordingly.
 
 Once the return payment is validated, Odoo generates the required credit note, referencing the
-original receipt or invoice and partially or fully canceling the document.
+original receipt or invoice and partially or fully canceling the entry.
+
+.. _pos/customer-notes:
+
+Notes
+=====
+
+Customer and general notes
+--------------------------
+
+Notes for customers appear on receipts and invoices. These notes come in two forms: customer notes
+for specific products and general notes for the entire order. To add a **customer note** from the
+:ref:`POS register <pos/open-register>`:
+
+#. Select a product from the cart.
+#. Click :guilabel:`Actions`.
+#. Select :guilabel:`Customer Note`, which opens a pop-up window to add or modify the note's
+   content.
+
+.. note::
+   Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
+   identically in the cart.
+
+To add a **general note** for the complete order:
+
+#. Click :guilabel:`Actions`, and
+#. :guilabel:`General Note`, which opens a pop-up window. To add or modify the note's content:
+
+   - Type the note directly into the window, or
+   - Use a configured note model to save time if the same content is frequently used. Click on the
+     desired note model to insert its text.
+
+To set up note models:
+
+#. Navigate to :menuselection:`Configuration --> Note Models`.
+#. Click :guilabel:`New` and enter the desired text for your note model. Then, save it.
+
+Internal notes
+--------------
+
+In parallel, **internal notes** attach to items similarly but are destined to other users. For
+example, an additional information about an order for a cook, such as `no tomato`. That information,
+while useful, shouldn't be printed on the customer receipt. To add an **internal note**:
+
+#. Select an item from the cart.
+#. Click :guilabel:`Internal Note`, which opens a pop-up window to add or modify the note's content.
+
+.. image:: point_of_sale/customer-notes.png
+   :alt: Customer note button and notes (SO and POS register) on products in the cart
+   :scale: 50 %
 
 .. _pos/cash-register:
 
 Manage the cash register
 ========================
 
-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`.
+Odoo POS allows you to determine which coins and bills are accepted. To set up the allowed coins and
+bills:
 
-.. image:: point_of_sale/menu-button.png
-   :alt: Dropdown menu to close a POS session, reach the backend, add or take cash out or check
-         orders
+#. Navigate to :menuselection:`Configuration --> Coins/Bills`.
+#. Click :guilabel:`New` to add a new value.
+#. Select the POS where this value is available in the :guilabel:`Point of Sale` column.
 
-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`.
+To record a cash in or cash out transaction not associated with a sale:
 
-.. _pos/session-close:
-
-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.
-
-Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
-window that computes the total amount in the cash drawer depending on the coins and bills counted
-and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
-computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
-specified in the **Notes** section.
-
-.. image:: point_of_sale/closing-control.png
-   :alt: How to close a POS session.
-
-Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
-the **POS dashboard**.
+#. Click :icon:`fa-bars` (:guilabel:`hamburger menu`) on the POS interface.
+#. Click :guilabel:`Cash In/Out`, which opens a pop-up window.
+#. Select :guilabel:`Cash In` or :guilabel:`Cash Out`.
+#. Enter the amount.
+#. Specify the reason for this addition or removal of cash, and :guilabel:`Confirm`.
 
 .. note::
-   - 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` on the
-     :guilabel:`Payments Difference` screen.
+   Some users might not be allowed to do cash in or out actions depending on their :doc:`POS access
+   rights <point_of_sale/employee_login>`.
+
+.. _pos/register-close:
+
+Close the POS register
+======================
+
+To close the POS register, click :icon:`fa-bars` (:guilabel:`hamburger menu`) and :guilabel:`Close
+Register`.
+
+Doing so opens the :guilabel:`Closing Register` pop-up screen. From this screen, you can retrieve:
+
+- The number of orders and the total amount made during the session.
+- The expected amounts grouped by payment method.
+
+#. Click :icon:`fa-money` (:guilabel:`money`) to specify the number of each coin and bill.
+#. Click :guilabel:`Confirm` to return to the previous pop-up window. The computed amount is set in
+   the :guilabel:`Cash Count` field, and the :guilabel:`Closing Details` are specified in the
+   :guilabel:`Closing Note` section.
+#. Click :guilabel:`Close Register` to close the register and post accounting entries.
 
 .. tip::
-   - 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`.
+   Click :icon:`fa-clone` (:guilabel:`clone`) to automatically fill in the field with the expected
+   cash amount.
 
-.. _pos/analytics:
-
-Analytics
-=========
-
-Once you :ref:`close and post the POS session <pos/session-close>`, access the comprehensive report
-to review all session activities, including who initiated the session and who handled specific
-orders. To access the session's report:
-
-#. Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card.
-#. Click :guilabel:`Sessions` under the :guilabel:`View` section.
-#. From that list view, you can see all the sessions and who initiated them under the
-   :guilabel:`Opened By` column.
-#. Select a POS session to open a detailed session report.
-#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that
-   session.
-#. From that view, you can retrieve the following information:
-
-   - The :guilabel:`Order Ref`
-   - The :guilabel:`Date` of the order.
-   - The :guilabel:`Point of Sale` where that order was made.
-   - The :guilabel:`Receipt Number`.
-   - The :guilabel:`Customer`.
-   - The :guilabel:`Employee` that placed this order.
-   - The :guilabel:`Total` paid amount.
-   - The order :guilabel:`Status`.
-
-To get an overview of all orders, regardless of the session, click the vertical ellipsis button
-(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.
+.. note::
+   - To abort, click :guilabel:`Discard` on the pop-up window.
+   - When the money counted does **not** match the expected amount, a :guilabel:`Payments
+     Difference` window automatically pops up. Click :guilabel:`Proceed Anyway` to log the
+     difference for the books.
+   - In restaurant, closing the register when orders are still in draft is not allowed and opens a
+     pop-up window. Proceed with the remaining orders by clicking :guilabel:`Review Orders` or click
+     :guilabel:`Cancel Orders` to cancel all of them.
+   - It is strongly advised to close your POS register at the end of each day.
 
 .. toctree::
    :titlesonly:
@@ -214,7 +396,7 @@ To get an overview of all orders, regardless of the session, click the vertical
    point_of_sale/configuration
    point_of_sale/pos_hardware
    point_of_sale/employee_login
-   point_of_sale/receipts_invoices
+   point_of_sale/pos_invoices
    point_of_sale/preparation
    point_of_sale/self_order
    point_of_sale/combos
@@ -222,6 +404,5 @@ To get an overview of all orders, regardless of the session, click the vertical
    point_of_sale/restaurant
    point_of_sale/pricing
    point_of_sale/payment_methods
-   point_of_sale/pos_based_marketing
    point_of_sale/online_food_delivery
    point_of_sale/reporting

content/applications/sales/point_of_sale/combos.rst

@@ -53,8 +53,9 @@ store or restaurant.
 Practical application
 =====================
 
-:ref:`Open a POS session <pos/session-start>` and select the combo product. Choose the options and
-click :guilabel:`Add to order`. As a reminder, the extra price appears under the related choices.
+:ref:`Open the POS register <pos/open-register>` and select the combo product. Choose the options
+and click :guilabel:`Add to order`. As a reminder, the extra price appears under the related
+choices.
 
 .. image:: combos/combo-select.png
    :scale: 75%

content/applications/sales/point_of_sale/employee_login.rst

@@ -3,7 +3,7 @@ Multi-employee management
 =========================
 
 Odoo Point of Sale (POS) offers a **Log in with Employees** feature, allowing multiple users to
-:ref:`log into a POS session <pos/employee_login/use>`. Activating this feature enables the
+:ref:`log into the POS register <pos/employee_login/use>`. Activating this feature enables the
 following actions:
 
 - Select specific users who can :ref:`log into the POS <pos/employee_login/use>`.
@@ -66,7 +66,7 @@ settings <configuration/settings>`. Then,
 
       **Session management:**
 
-      - :ref:`Open a POS session <pos/session-start>`.
+      - :ref:`Open the POS register <pos/open-register>`.
       - :ref:`Perform cash-in and cash-out operations <pos/cash-register>`.
 
       **Sales transactions:**
@@ -91,7 +91,7 @@ settings <configuration/settings>`. Then,
 
       - Create products.
       - Access the Odoo backend interface.
-      - :ref:`Close the current POS session <pos/session-close>`.
+      - :ref:`Close the current POS register <pos/register-close>`.
 
       .. note::
          An employee with advanced POS rights who is not a database user cannot access the backend.
@@ -104,16 +104,16 @@ Usage guidelines
 Logging in
 ----------
 
-Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open a POS
-session <pos/session-start>` and access the POS interface. They can :ref:`scan their employee badge
+Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open the POS
+register <pos/open-register>` and access the POS interface. They can :ref:`scan their employee badge
 <pos/employee_login/badge>`, click the :icon:`fa-users` icon (:guilabel:`users`) to select their
 name from the list of authorized users, or by entering :ref:`their PIN code
 <pos/employee_login/pin>` in the :guilabel:`Enter your PIN` field.
 
 .. image:: employee_login/log-in.png
-   :alt: Login window to open a session when the multiple cashiers feature is active
+   :alt: Login window to open a register when the multiple cashiers feature is active
 
-To switch between users during an :ref:`active session <pos/session-start>`, click on the currently
+To switch between users from the :ref:`register <pos/open-register>`, click on the currently
 logged-in employee's name at the top right of the POS screen and select the user to switch to.
 
 .. tip::
@@ -137,7 +137,7 @@ the employee's profile in the **Employees** module:
    - Click :guilabel:`Generate` to create a unique badge ID automatically.
 #. Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID.
 
-To switch users within an open POS session using a badge, you must first lock the session. To do so,
+To switch users within an open POS register using a badge, you must first lock the register. To do so,
 click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to the login screen. Then, the new
 employee can scan their badge to log in.
 
@@ -146,8 +146,8 @@ employee can scan their badge to log in.
 Adding a PIN Code
 -----------------
 
-For enhanced security, employees may be forced to enter a PIN code each time they log into a POS
-session. To set up a PIN code for an employee:
+For enhanced security, employees may be forced to enter a PIN code each time they log into the POS
+register. To set up a PIN code for an employee:
 
 #. Navigate to the **Employees** module.
 #. Open the form view of the relevant employee.

content/applications/sales/point_of_sale/payment_methods/cash_machines.rst

@@ -4,7 +4,7 @@
 Cash machines
 =============
 
-Connecting and integrating a cash machine with a :ref:`POS system <pos/session-start>` enables
+Connecting and integrating a cash machine with a :ref:`POS system <pos/open-register>` enables
 automation of cash transactions, cash counting, and change return.
 
 .. _pos/cash_machines/configuration:

content/applications/sales/point_of_sale/payment_methods/customer_credit.rst

@@ -60,7 +60,7 @@ To use the customer account as a payment method for a purchase from the POS paym
 
 .. important::
    To effectively monitor and manage the customer’s unpaid debt, either :doc:`create an invoice
-   <../receipts_invoices>` for the order or install the :doc:`Accounting application
+   <../pos_invoices>` for the order or install the :doc:`Accounting application
    <../../../finance/accounting>`.
 
 Debt tracking

content/applications/sales/point_of_sale/payment_methods/terminals.rst

@@ -4,7 +4,7 @@
 Payment terminals
 =================
 
-Connect and integrate a payment terminal to a :ref:`POS system <pos/session-start>` to accept
+Connect and integrate a payment terminal to a :ref:`POS system <pos/open-register>` to accept
 multiple payment options, including credit and debit cards.
 
 .. _pos/terminals/configuration:

content/applications/sales/point_of_sale/pos_based_marketing.rst

@@ -1,120 +0,0 @@
-==================
-Marketing features
-==================
-
-Use your POS system to engage with customers directly by sending them promotional offers via email
-or WhatsApp.
-
-Storing contact details
-=======================
-
-This feature requires your customer's contact details, either their email address or phone number.
-
-- **Email addresses**: automatically collected and saved in POS orders when sending a receipt by
-  email.
-- **Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS,
-
-  #. Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills &
-     Receipts` section;
-  #. Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s).
-
-.. image:: pos_based_marketing/sms-whatsapp-enabled.png
-   :alt: setting to enable to store phone numbers when sending receipts
-
-If a customer’s contact information is missing, it will be automatically saved in POS orders when
-the receipt is sent via email, SMS, or WhatsApp.
-
-.. tip::
-   From a POS order form, navigate to the :guilabel:`Contact Info` category under the
-   :guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone
-   marketing messages.
-
-   .. image:: pos_based_marketing/standalone-marketing-from-pos.png
-      :alt: pos orders form's standalone marketing message option
-
-Email marketing
-===============
-
-To send marketing emails to your customers from POS orders,
-
-#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
-#. Select the orders;
-#. Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu.
-
-Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`.
-
-.. image:: pos_based_marketing/mail-composer.png
-   :alt: mail composer view
-   :scale: 50 %
-
-.. tip::
-   - Save some time by saving your content as a template. Click the vertical ellipsis button and
-     select your template under the :guilabel:`Insert Template` section.
-   - You can also save your content as template for later use. Click the vertical ellipsis button
-     and select :guilabel:`Save as Template`.
-
-.. note::
-   - Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results
-     in the :doc:`Email Marketing app <../../marketing/email_marketing>`.
-   - If an email address is not related to an existing customer, a new customer is automatically
-     created when sending marketing emails.
-
-.. seealso::
-   :doc:`Use the email marketing app for more advanced marketing features
-   <../../marketing/email_marketing>`.
-
-Whatsapp marketing
-==================
-
-.. _pos_based_marketing/whatsapp_config:
-
-Configuration
--------------
-
-You first need to enable the related server action to send WhatsApp marketing messages from your POS
-using the phone numbers collected from POS orders. To do so,
-
-#. Go to the WhatsApp application;
-#. Create a new :ref:`WhatsApp template <WhatsApp/templates>`;
-#. Configure the fields:
-
-   - :guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;
-   - :guilabel:`Category` field to :guilabel:`Marketing`;
-   - :guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`.
-#. Click :guilabel:`Submit for Approval`;
-#. Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS
-   orders list view.
-
-.. image:: pos_based_marketing/whatsapp-template.png
-   :alt: approved and configured for marketing uses whatsapp template
-
-.. warning::
-   If you modify the template's content, you must request for approval again, as its status returns
-   to the :guilabel:`Draft` state.
-
-.. seealso::
-   :doc:`WhatsApp configuration <../../productivity/whatsapp>`
-
-Send WhatsApp marketing messages
---------------------------------
-
-#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
-#. Select the orders;
-#. Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu.
-
-Doing so opens a WhatsApp message composing form. Select the desired marketing template in the
-:guilabel:`Template` field and hit :guilabel:`Send Message`.
-
-.. image:: pos_based_marketing/whatsapp-composer.png
-   :alt: whatsapp composer view
-
-.. note::
-   - To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the
-     :guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the
-     :guilabel:`Applies to` field.
-   - If the server action is displayed without a properly configured template, an error message
-     appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup
-     <pos_based_marketing/whatsapp_config>` steps.
-
-.. seealso::
-   :doc:`../../productivity/whatsapp`

content/applications/sales/point_of_sale/pos_hardware.rst

@@ -52,7 +52,7 @@ Opening the customer display
 
 To open the customer display, follow these steps:
 
-#. :ref:`Open the POS register <pos/session-start>`.
+#. :ref:`Open the POS register <pos/open-register>`.
 #. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
 #. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
    display either in a new window to drag onto the second screen or directly onto the IoT-connected
@@ -71,7 +71,7 @@ support, follow these steps:
 
 #. :doc:`Activate the Point of Sale Mobile module <../../general/apps_modules>` to enable the
    customer display.
-#. :ref:`Open the POS register <pos/session-start>`.
+#. :ref:`Open the POS register <pos/open-register>`.
 #. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
 #. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
    display on the terminal's secondary screen.
@@ -162,7 +162,7 @@ turns green.
 Using a scale in PoS
 --------------------
 
-#. :ref:`Open the POS register <pos/session-start>`.
+#. :ref:`Open the POS register <pos/open-register>`.
 #. Select the product to weigh on the order screen or scan its barcode.
 #. Place the product on the scale and wait for the weight to be displayed in the popup window.
 #. Once the weight is determined, the price is automatically computed.

content/applications/sales/point_of_sale/pos_invoices.rst

@@ -1,42 +1,8 @@
-=====================
-Receipts and invoices
-=====================
-
-Receipts
+========
+Invoices
 ========
 
-Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
-selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section.
-
-To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in
-both fields with the information to be printed on the receipts.
-
-To **print receipts** automatically once the payment is registered, enable the :guilabel:`Automatic
-Receipt Printing` setting.
-
-.. image:: receipts_invoices/receipt.png
-   :scale: 75%
-   :alt: POS receipt
-
-.. seealso::
-   - :ref:`pos/restaurant/bills`
-   - :doc:`configuration/epos_printers`
-
-Reprint a receipt
------------------
-
-From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the
-search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then,
-select the corresponding order and click :guilabel:`Print Receipt`.
-
-.. image:: receipts_invoices/print-receipt.png
-   :alt: Print receipt button from the backend
-
-.. note::
-   You can filter the list of orders using the search bar. Type in your reference and click
-   :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
-
-.. _receipts-invoices/invoices:
+.. _pos_invoices/invoices:
 
 Invoices
 ========
@@ -46,9 +12,9 @@ upon payment and retrieve all past invoiced orders.
 
 .. note::
    An invoice created in a POS creates an entry into the corresponding :ref:`accounting journal
-   <cheat_sheet/journals>`, previously :ref:`set up <receipts_invoices/invoice_configuration>`.
+   <cheat_sheet/journals>`, previously :ref:`set up <pos_invoices/invoice_configuration>`.
 
-.. _receipts_invoices/invoice_configuration:
+.. _pos_invoices/invoice_configuration:
 
 Configuration
 -------------
@@ -58,7 +24,7 @@ To define what journals will be used for a specific POS, go to the :ref:`POS' se
 accounting journals used by default for orders and invoices in the :guilabel:`Default Journals`
 section.
 
-.. image:: receipts_invoices/invoice-config.png
+.. image:: pos_invoices/invoice-config.png
    :alt: accounting section in the POS settings
 
 Invoice a customer
@@ -83,7 +49,7 @@ To retrieve invoices from the **POS dashboard**,
 #. to access an order's invoice, open the **order form** by selecting the order, then click
    :guilabel:`Invoice`.
 
-.. image:: receipts_invoices/invoice-smart-button.png
+.. image:: pos_invoices/invoice-smart-button.png
    :alt: invoice smart button from an order form
 
 .. note::
@@ -101,7 +67,7 @@ invoice`. On the one hand, doing so generates an invoice available for download.
 the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the
 Odoo backend.
 
-.. image:: receipts_invoices/order-status.png
+.. image:: pos_invoices/order-status.png
    :alt: order status change
 
 To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of

content/applications/sales/point_of_sale/pricing/fiscal_position.rst

@@ -36,7 +36,7 @@ can also :ref:`create new fiscal positions <fiscal_positions/configuration>`.
 Use fiscal positions
 ====================
 
-Open a :ref:`POS session <pos/session-start>` to use one of the allowed fiscal positions. Then,
+Open the :ref:`POS register <pos/open-register>` to use one of the allowed fiscal positions. Then,
 click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from
 the list. Doing so applies the defined rules automatically to all the products subject to the chosen
 fiscal position's regulations.

content/applications/sales/point_of_sale/pricing/pricelists.rst

@@ -110,8 +110,8 @@ Go to the :ref:`specific POS settings <configuration/settings>` and add all the
 pricelists in the :guilabel:`Available` field. Then, set its **default pricelist** in the
 :guilabel:`Default` field.
 
-When you :ref:`open a POS session <pos/session-start>`, click the **pricelists** button, and select
-the desired pricelist from the list.
+When you :ref:`open the POS register <pos/open-register>`, click the **pricelists** button, and
+select the desired pricelist from the list.
 
 .. image:: pricelists/pricelist-button.png
    :alt: Button to select a pricelist on the POS frontend

content/applications/sales/point_of_sale/reporting.rst

@@ -11,3 +11,33 @@ and :guilabel:`Orders`.
 
 These statistics are available in a graph or pivot view that you can filter or group depending on
 your needs.
+
+.. _pos/analytics:
+
+Analytics
+=========
+
+Once you :ref:`close and post the POS register <pos/register-close>`, access the comprehensive
+report to review all session activities, including who initiated the session and who handled
+specific orders. To access the session's report:
+
+#. Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card.
+#. Click :guilabel:`Sessions` under the :guilabel:`View` section.
+#. From that list view, you can see all the sessions and who initiated them under the
+   :guilabel:`Opened By` column.
+#. Select a POS session to open a detailed session report.
+#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that
+   session.
+#. From that view, you can retrieve the following information:
+
+   - The :guilabel:`Order Ref`
+   - The :guilabel:`Date` of the order.
+   - The :guilabel:`Point of Sale` where that order was made.
+   - The :guilabel:`Receipt Number`.
+   - The :guilabel:`Customer`.
+   - The :guilabel:`Employee` that placed this order.
+   - The :guilabel:`Total` paid amount.
+   - The order :guilabel:`Status`.
+
+To get an overview of all orders, regardless of the session, click the vertical ellipsis button
+(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.

content/applications/sales/point_of_sale/restaurant.rst

@@ -123,7 +123,7 @@ plan`:
 From the POS frontend
 ~~~~~~~~~~~~~~~~~~~~~
 
-To create floors and tables from the frontend, :ref:`open the POS register <pos/session-start>`,
+To create floors and tables from the frontend, :ref:`open the POS register <pos/open-register>`,
 click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the top right corner of the
 :guilabel:`Floor plan` view, then :guilabel:`Edit Plan`. To configure the :guilabel:`Floor plan`,
 follow the next steps:
@@ -424,7 +424,7 @@ After a successful :ref:`order payment <pos/restaurant/bills/payment>`, click :i
    the receipt is automatically printed upon payment confirmation.
 
 .. seealso::
-   :doc:`/applications/sales/point_of_sale/receipts_invoices`
+   :doc:`/applications/sales/point_of_sale/pos_invoices`
 
 .. _pos/restaurant/tips:
 

content/applications/sales/point_of_sale/shop/ship_later.rst

@@ -31,7 +31,7 @@ Once activated, you can:
 Practical application
 =====================
 
-#. :ref:`Open a session <pos/session-start>` and make a sale.
+#. :ref:`Open the POS register <pos/open-register>` and make a sale.
 #. On the payment screen, set a customer and select :guilabel:`Ship Later`.
 #. On the popup window, set a shipping date and click :guilabel:`Confirm` to proceed to payment.
 

redirects/19.0.txt

@@ -14,3 +14,8 @@ applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst
 
 applications/finance/payment_providers/wire_transfer.rst applications/finance/payment_providers/bank_payments.rst
 applications/finance/payment_providers/sdd.rst applications/finance/payment_providers/bank_payments.rst
+
+# application/sales/point_of_sale
+
+applications/sales/point_of_sale/receipts_invoices.rst applications/sales/point_of_sale/pos_invoices.rst    # receipts_invoices renamed because of content move
+applications/sales/point_of_sale/pos_based_marketing.rst applications/sales/point_of_sale.rst # page deleted only info kept is contact details storage and is available on the pos homepage