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bfd9645d83 [IMP] contribution: typo in documentation.rst 2022-11-29 17:46:48 +01:00
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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.
When working with a Point of Sale application, employees want a
simple, and user-friendly solution. A solution that works online or
offline and with any device.
A Point of Sale system is a fully integrated application that allows any transaction,
automatically registers product moves in your stock, and gives you
real-time statistics and consolidations across all shops.
Configuration
=============
Make products available
-----------------------
Make products available in the PoS
----------------------------------
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
To make products available for sale, go to :menuselection:`Point of
Sale --> Products --> Products` and open a product. In the *Sales*
tab, enable *Available in Point of Sale*.
.. image:: getting_started/pos-available.png
:align: center
:alt: Making a product available in your POS.
Configure payment methods
-------------------------
To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
check :guilabel:`Cash` for cash payments.
.. image:: getting_started/payment-method.png
:align: center
:alt: Creating a new payment method for a POS.
.. image:: getting_started/getting_started_01.png
:align: center
:alt: Product form. Making the product available in PoS.
.. note::
Credentials are mandatory to use a payment terminal. To learn how to configure the different
terminals, check out the following documentation pages:.
You can also define if the product has to be weighted or not.
- :doc:`Adyen configuration <../payment/adyen>`
- :doc:`Vantiv configuration <../payment/vantiv>`
- :doc:`Ingenico configuration <../payment/ingenico>`
- :doc:`Six configuration <../payment/six>`
Configure your payment methods
------------------------------
Now, you can select the payment method in your POS settings. To do so, go to
:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
the :guilabel:`Payments` section.
To add a payment method, you first need to create it. Go to
:menuselection:`Point of Sale --> Configuration --> Payment Methods`
and click on create. Then, you can name your payment method and set it
up.
POS sessions
============
Start a session
---------------
From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
:guilabel:`Resume` if the session was already open.
.. image:: getting_started/getting_started_02.png
:align: center
:alt: Creating a new payment method for a Point of Sale.
.. note::
Multiple users can be connected to the same session at the same time. However, the session can
only be open once on the same browser.
Dont forget your credentials for methods using a payment terminal.
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.
Now, you can select the payment method in your PoS settings. To do so,
go to :menuselection:`Point of Sale --> Configuration --> Point of
Sale` and open the PoS in which you want to include the payment method. Then, add the
payment method.
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.
.. image:: getting_started/getting_started_03.png
:align: center
:alt: Making the payment method available in a point of sale.
.. image:: getting_started/pos-interface.png
:align: center
:alt: POS session interface.
.. note::
*Configuration* is the menu where you can edit all your point of sale settings.
Some more features are available for restaurants.
Your first PoS session
======================
Your first order
----------------
Open a new session from the dashboard by clicking on *New Session*.
.. image:: getting_started/getting_started_04.png
:align: center
:alt: Launching a new session.
After the loading screen, you arrive on the PoS interface.
.. image:: getting_started/getting_started_05.png
:align: center
:alt: Point of sale dashboard.
Once an order is completed, you can register the payment. All the
available payment methods appear on the left of the screen. Select the payment
method and enter the received amount. Then, you can validate the
payment.
.. 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.
You can use both `,` and `.` on your keyboard as decimal separators.
Return and refund products
--------------------------
To return a product and make a refund,
Having a well-thought-out return policy is key to keep customers satisfied and make the process
of accepting returns and refunds easy for you.
#. from the **POS dashboard**, **open a session** and select the returned product;
#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
#. 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.
To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
customer wants to return. For multiple products, repeat the process individually.
Close the POS session
.. image:: getting_started/getting_started_06.png
:align: center
:alt: Refunding a product with the point of sale app.
When on the payment interface, the total is negative. To end the refund,
process the payment and validate it.
.. image:: getting_started/getting_started_07.png
:align: center
:alt: Giving back money to customer in Odoo Point of Sale.
Close the PoS session
---------------------
To close your session,
To close your session at the end of the day, click on the close button on the upper right corner
of your screen and confirm. Now, close the session on the dashboard view.
#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
right corner of your screen;
#. then, click :guilabel:`Close` and proceed to the **closing control**;
#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
drawer;
#. once the control is done, click :guilabel:`Close session & post entries`;
#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
.. image:: getting_started/close-pos-session.png
:align: center
:alt: How to close a POS session.
.. image:: getting_started/getting_started_08.png
:align: center
:alt: How to close a point of sale session.
.. 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`.
Its strongly advised to close your PoS session at the end of each day.
View statistics
===============
Once a session is closed, you can see a summary of all transactions per payment method.
Then, click on a line to see all orders that were paid during your PoS session.
If everything is correct, validate the session and post the closing entries.
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`.
.. image:: getting_started/getting_started_09.png
:align: center
:alt: Point of sale sales report before closing the session.
These statistics are available in graph or pivot view that you can filter or group depending on your
needs.
.. tip::
To connect the PoS hardware with an Odoo IoT Box, please refer to these
docs: :doc:`Connect an IoT Box to your database
</applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS
</applications/productivity/iot/config/pos>`.
View your statistics
====================
Keeping track of your sales is essential to get meaningful statistics. Thats why Odoo
provides analyzes about your sales.
To access your statistics, go to :menuselection:`Point of Sales -->
Reporting --> Orders`. There, you can see various statistics in graph
or pivot form.
.. image:: getting_started/getting_started_10.png
:align: center
:alt: Orders analysis with pivot view of the point of sale reporting feature.
You can also access them through the dashboard.
.. image:: getting_started/getting_started_11.png
:align: center
:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form.

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:show-content:
:show-toc:
:hide-page-toc:
============
Contributing
============
First off, **thank you** for landing here and considering contributing to Odoo!
First, **thank you** for landing here and helping us improve Odoo!
This documentation serves as a guide for first-timer and veteran contributors. As an open-core
project, Odoo accepts contributions from everyone, Odoo employees and members of the Odoo community
alike. The Odoo community comprises users, developers, and other interested parties who contribute
their time and expertise.
This documentation section is intended as a guide to making contributions for first-timers and
veterans.
Depending on your skill set and interest, there are many ways to contribute to Odoo. The table below
lists the most important of them.
.. list-table::
:header-rows: 1
:stub-columns: 1
:widths: 20 35 25 20
* - Contribution
- Description
- Resources
- Target Audience
* - Join the community
- Participate in discussions on the forums, help answer questions, and assist other members of
the Odoo community.
- * `Odoo forums <https://www.odoo.com/forum>`_
- Anyone interested in Odoo
* - Submit bug reports
- Help improve the stability of Odoo by reporting the bugs that you discover in :doc:`supported
versions </administration/maintain/supported_versions>` directly to Odoo support. Make sure
to include as many details (version, environment, test scenario...) as possible. If you don't
have the Odoo Enterprise license required for contacting the support, open a new issue on the
GitHub repository of Odoo.
- * `Odoo support <https://www.odoo.com/help>`_
* `Issue tracker on GitHub <https://github.com/odoo/odoo/issues>`_
- Users of Odoo
* - Translate Odoo
- Translate the user interface and documentation of Odoo into different languages.
- * `Odoo project on Transifex <https://explore.transifex.com/odoo/>`_
- Anyone fluent in multiple languages
* - Contribute to the codebase
- Submit pull requests to the Odoo GitHub repositories to fix bugs, add new features, or
improve the performance and reliability of the product. You can also review and comment on
pull requests from other contributors. By contributing to the codebase, you can make a direct
and lasting impact on the quality and features of Odoo.
- * :doc:`Guide: Contributing to the codebase <contributing/development>`
* :doc:`Developer tutorials </developer/howtos>`
- Developers with experience in Python and web development
* - Contribute to the documentation
- Submit corrections and improvements to the Odoo documentation. The product evolves fast, and
it can be challenging to consistently reflect these changes in the documentation. By updating
the documentation, you can help many users find their way in Odoo.
- * :doc:`Guide: Contributing to the documentation <contributing/documentation>`
- Anyone interested in improving the Odoo documentation
* - Create custom modules
- Develop new modules to extend the functionality of Odoo. Custom modules can be made available
for free or paid on the Odoo App Store or on any other Odoo modules library. By creating
custom modules and making them available to others, you can help grow the Odoo ecosystem and
provide additional value to users of the platform.
- * `Odoo Apps Store <https://apps.odoo.com/apps>`_
- Developers with experience in Python and web development
.. important::
It is mainly Odoo employees who develop new features for the codebase and write new content for
the documentation. Be sure to discuss any idea for a new feature or page with the Odoo team so
they can give you the green light before you begin working on it. Some features may already be in
development on their side, and only approved features can be merged.
As an open-core project, Odoo accepts contributions from everyone, Odoo employees and members of the
Odoo community alike, in all of its open-source `GitHub repositories
<https://github.com/orgs/odoo/repositories>`_.
.. toctree::
:titlesonly: