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14.0-pos-s
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14.0-pos-f
| Author | SHA1 | Message | Date | |
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e35fb81761 |
[MOV] pos: fiscal_position to "pricing" section
task-3284514 |
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42148acbec |
[ADD] social marketing: added social marketing documentation to v14
closes odoo/documentation#2554 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> |
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7b2a178e82 |
[MOV] pos: restructuration of pos toctree
task-3284514 closes odoo/documentation#4226 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com> |
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@@ -72,9 +72,9 @@ POS.
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- Sell products without a valid VAT number.
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- Sell products without a valid VAT number.
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- Use a POS that is not connected to an IoT box.
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- Use a POS that is not connected to an IoT box.
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- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
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- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
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and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
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activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
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:guilabel:`Half-Up`.
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set as :guilabel:`Half-Up`.
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- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
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- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
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Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
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Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
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Sales Tax` form by clicking the arrow next to the default sales tax field. There, click
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Sales Tax` form by clicking the arrow next to the default sales tax field. There, click
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@@ -11,3 +11,4 @@ Marketing
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marketing/sms_marketing
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marketing/sms_marketing
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marketing/events
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marketing/events
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marketing/surveys
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marketing/surveys
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marketing/social_marketing
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16
content/applications/marketing/social_marketing.rst
Normal file
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@@ -0,0 +1,16 @@
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:nosearch:
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:show-content:
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:hide-page-toc:
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:show-toc:
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================
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Social Marketing
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================
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.. seealso::
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- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
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.. toctree::
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:titlesonly:
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social_marketing/essentials
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@@ -0,0 +1,11 @@
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:nosearch:
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==========
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Essentials
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==========
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.. toctree::
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:titlesonly:
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essentials/social_essentials
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essentials/social_campaigns
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==========================
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Social marketing campaigns
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==========================
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Social marketing campaigns help companies connect directly with the marketplace. These campaigns
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are helpful when introducing a new product to customers, explaining the value of a product or
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service, or when advertising an upcoming event or product release.
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The most effective social marketing campaigns typically involve multiple channels to maximize
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content distribution, and Odoo's *Social Marketing* application acts as a singular control center to
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monitor, plan, post, track, and analyze all of the various content and content channels within a
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single dashboard.
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Campaigns page
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==============
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To access a complete overview of all social marketing campaigns, open the :menuselection:`Social
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Marketing` application, and click :menuselection:`Campaigns` from the header menu. Doing so reveals
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a separate page with every campaign in a default kanban view.
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.. image:: social_campaigns/campaigns-page.png
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:align: center
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:alt: View of the campaigns page in the Odoo Social Marketing application.
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Each *stage* in the kanban view can be edited, by clicking the :guilabel:`gear icon` to the left of
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the :guilabel:`+ (plus sign)` - located to the right of the stage title.
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.. note::
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The **gear icon** *only* appears when the cursor hovers to the left of the **+ (plus sign)**.
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When the gear icon is clicked, a drop-down menu reveals the options: :guilabel:`Fold`,
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:guilabel:`Edit Stage`, and :guilabel:`Delete`.
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.. image:: social_campaigns/campaign-stage-dropdown.png
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:align: center
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:alt: View of the campaigns page in the Odoo Social Marketing application.
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Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage column can be restored
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by clicking the folded version of it on the main :guilabel:`Campaigns` dashboard in the default
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kanban view.
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Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name and the sequence of the
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stage can be modified. If changes are made, be sure to click :guilabel:`Save`.
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Clicking :guilabel:`Delete` removes the stage entirely.
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.. note::
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To add a new stage to the pipeline, side-scroll to the right on the :guilabel:`Campaigns`
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dashboard, click :guilabel:`Add a Column`, enter in the desired information, and click
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:guilabel:`Add`.
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.. tip::
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The same social marketing campaign information on the :guilabel:`Campaigns` dashboard can also be
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viewed as a list, by selecting the :guilabel:`List` option, located under the search bar, in the
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upper-right corner.
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Create social marketing campaigns
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=================================
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First, open the :menuselection:`Social Marketing` application, and select :guilabel:`Campaigns` from
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the header menu.
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On the :guilabel:`Campaigns` dashboard, a new campaign can be created by clicking the quick add
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:guilabel:`+ (plus sign)` located in the top-right corner of each stage in the pipeline, visible in
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the kanban view. Campaigns can also be created by clicking :guilabel:`Create` in the upper-left
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corner of the :guilabel:`Campaigns` dashboard.
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Both options reveal a new campaign detail window directly on the :guilabel:`Campaigns` dashboard
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when clicked.
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.. image:: social_campaigns/quick-add-campaign.png
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:align: center
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:alt: View of the quick add option for campaigns in Odoo Social Marketing.
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Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be entered.
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When all modifications are complete, click :guilabel:`Add` to add the campaign to the database.
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Edit social marketing campaigns
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===============================
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In order to edit a campaign in greater detail, and create/send various forms of communications
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related to it, the template page for that campaign must be accessed and modified, accordingly.
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There are multiple ways to access a template page for a campaign.
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- After entering the pertinent information in the :guilabel:`Quick Add` campaign drop-down, click
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:guilabel:`Edit`.
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- Simply select the desired campaign from the :guilabel:`Campaigns` dashboard in list or kanban
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view.
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- On the :guilabel:`Campaigns` dashboard in the kanban view, select the :guilabel:`⋮ (three dots)`
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drop-down menu on the desired campaign, and select :guilabel:`Edit`.
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Any of the above routes will reveal the *Campaign Template* page for that specific campaign.
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Social marketing campaign templates
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===================================
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On a *Campaign Template* page, numerous elements can be customized/modified, and various forms of
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communications can be created, modified, and sent or scheduled. Below is a sample of a completed
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campaign template.
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.. image:: social_campaigns/create-campaign.png
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:align: center
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:alt: View of a sample campaign template page in Odoo Social Marketing.
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.. important::
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In order for the :guilabel:`Send New Mailing` option to appear on campaign templates, make sure
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the *Mailing Campaigns* feature is enabled in the *Email Marketing* app. To do that, navigate to
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:menuselection:`Email Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing
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Campaigns`, and click :guilabel:`Save`.
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.. note::
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In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS Marketing* application must
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be installed on the database.
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Add content and communications to campaigns
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===========================================
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If the proper settings and applications are installed (as instructed above), there are four forms
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of communication/content options that can be added to campaigns. Each of these options are displayed
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as buttons in the upper-left corner of the campaign template page.
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- :guilabel:`Send New Mailing`: reveals a blank email template on a separate page, in which the
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message can be fully customized in a variety of ways.
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- :guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in which a SMS
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communication can be created and configured.
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- :guilabel:`Send Social Post`: reveals a blank social post template on a separate page, in which
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a post can be created, and applied to social media accounts that are already connected to the
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database.
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- :guilabel:`Push Notification`: reveals a similar blank social post template on a separate page,
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however, the :guilabel:`Push Notification` options are already pre-selected in the :guilabel:`Post
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on` field.
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Whichever form of communication is created, once it's completed, Odoo returns to the
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:guilabel:`Campaign Template` page, showcasing that new content in its corresponding tab (e.g.
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:guilabel:`Mailings`, :guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push
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Notifications`).
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As content and communications are added to a campaign, tabs for those specific mediums appear,
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along with a variety of analytical smart buttons (e.g. :guilabel:`Revenues`, :guilabel:`Quotations`,
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:guilabel:`Leads`, etc.).
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These smart buttons, located at the top of the template, display different metrics related to the
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campaign, and its various communications and content. Clicking any smart button reveals a separate
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page dedicated to that particular element of the campaign, allowing for quicker, more organized
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analysis.
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.. note::
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The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*,
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*Invoicing*, *CRM*, and *Website*.
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.. seealso::
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:doc:`/applications/marketing/social_marketing/essentials/social_essentials`
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After Width: | Height: | Size: 20 KiB |
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After Width: | Height: | Size: 16 KiB |
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After Width: | Height: | Size: 28 KiB |
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After Width: | Height: | Size: 15 KiB |
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===========================
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Social marketing essentials
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===========================
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Odoo's *Social Marketing* helps content marketers create and schedule posts, manage various social
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media accounts, analyze content effectiveness, and engage directly with social media followers in
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one, centralized location.
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Add social media accounts
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=========================
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In order to create posts, each social media account must be added as a stream in the Odoo *Social
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Marketing* application.
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Add a social media stream
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-------------------------
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Add a social media account as a stream by navigating to :menuselection:`Social Marketing` and then
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select the :guilabel:`Add A Stream` button located in the upper left corner
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When :guilabel:`Add A Stream` is clicked, the following pop-up appears, displaying the different
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social media outlets to choose from.
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.. image:: social_essentials/social-add-streams.png
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:align: center
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:alt: View of the pop-up that appears when 'Add a Stream' is selected in Odoo.
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.. note::
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Additional social media outlet options are available depending on your version of Odoo.
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From this pop-up, select a social media option: :guilabel:`Facebook`, :guilabel:`LinkedIn`, or
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:guilabel:`Twitter`.
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Then, Odoo navigates directly to that specific social media outlet's authorization page, where
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permission must be granted, in order for Odoo to add that particular social media account to the
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*Social Marketing* application as a stream on the main dashboard of the app.
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.. note::
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A Facebook page can be added as long as the Facebook account that grants permission is the
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administrator for the page. Also, different pages can be added for different streams.
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Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main
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:guilabel:`Social Marketing` dashboard, and a new column with that account's posts are automatically
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added.
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From here, new accounts and/or streams can be added and managed at any time.
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.. image:: social_essentials/feed.png
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||||||
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:align: center
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:alt: Example of how a populated stream-filled dashboard looks in Odoo Social Marketing
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.. note::
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Adding social media accounts to the feed also links that specific social media platform's KPIs
|
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(if the platform has them). To get redirected to the statistics and metrics related to any social
|
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account, click on :guilabel:`Insights`.
|
||||||
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|
||||||
|
.. image:: social_essentials/insights.png
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||||||
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:align: center
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||||||
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:alt: The insights link that can be accessed for each social media stream added in Odoo.
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||||||
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Create and publish social media posts in Odoo
|
||||||
|
=============================================
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||||||
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|
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To create content for social media accounts in the :menuselection:`Social Marketing` application,
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||||||
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click the :guilabel:`New Post` button located in the upper-left corner of the main dashboard, or
|
||||||
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navigate to :menuselection:`Posts --> Create` from the header menu.
|
||||||
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|
||||||
|
Either route reveals a blank post template page that can be customized and configured in a number
|
||||||
|
of different ways.
|
||||||
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|
||||||
|
.. image:: social_essentials/social-create-post.png
|
||||||
|
:align: center
|
||||||
|
:alt: How to create a social media post directly through Odoo
|
||||||
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|
||||||
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Post template
|
||||||
|
-------------
|
||||||
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|
||||||
|
The post template page has many different options avaiable.
|
||||||
|
|
||||||
|
'Your Post' section
|
||||||
|
~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
The first option is the :guilabel:`Post on` field. This is where it's determined on what social
|
||||||
|
media account(s), or on which website(s) via push notification, this post will be published.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
In order for the :guilabel:`Push Notification` option to appear, make sure the *Enable Web Push
|
||||||
|
Notifications* feature is enabled in the *Website* app. To do that, navigate to
|
||||||
|
:menuselection:`Website --> Configuration --> Settings`, activate :guilabel:`Enable Web Push
|
||||||
|
Notifications`, fill out the corresponding fields, and click :guilabel:`Save`.
|
||||||
|
|
||||||
|
Odoo automatically provides every available social media account that's been linked to the database
|
||||||
|
as an option in this section, as well.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
If a social media account hasn't been added as a stream to the *Social Marketing* application, it
|
||||||
|
will not appear as an option on the post template.
|
||||||
|
|
||||||
|
Next, there's the :guilabel:`Message` field. This is where the main content of the post is created.
|
||||||
|
|
||||||
|
Type the desired message for the post in this field. To the right, as the :guilabel:`Message` field
|
||||||
|
is populated, Odoo displays visual samples of how the post will look on all the previously selected
|
||||||
|
social media accounts from the :guilabel:`Post on` field above.
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the
|
||||||
|
:guilabel:`emoji (smiley face) icon`, located on the line of the :guilabel:`Message` field to the
|
||||||
|
far right. Clicking this icon reveals a drop-down containing numerous emojis to choose from.
|
||||||
|
|
||||||
|
If images are to be used in the post, click the :guilabel:`ATTACH IMAGES` link beneath the
|
||||||
|
:guilabel:`Message` field, and Odoo reveals a pop-up window. In this pop-up, the desired image must
|
||||||
|
be chosen, and then uploaded.
|
||||||
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|
||||||
|
A preview of the entire post, text and image (if applicable), is instantly displayed in the visual
|
||||||
|
preview of the post.
|
||||||
|
|
||||||
|
Next, there's the option to attach this post to a specific marketing campaign in the database in
|
||||||
|
the :guilabel:`Campaign` field. Click the blank line next to :guilabel:`Campaign` to reveal the
|
||||||
|
previously configured campaigns to choose from.
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
A new campaign can be created, as well, by typing the name of the new campaign on the blank
|
||||||
|
:guilabel:`Campaign` field, and selecting :guilabel:`Create` from the drop-down field menu. Or,
|
||||||
|
select :guilabel:`Create and edit` from the menu to further customize that newly-created
|
||||||
|
campaign.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
A social post does *not* need to be attached to a campaign.
|
||||||
|
|
||||||
|
Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the
|
||||||
|
post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and
|
||||||
|
time.
|
||||||
|
|
||||||
|
If :guilabel:`Schedule later` is selected, Odoo reveals a new field beneath it (the
|
||||||
|
:guilabel:`Scheduled post date` field). Clicking that empty field reveals a pop-up calendar, in
|
||||||
|
which a future date and time is designated. At which time, Odoo will promptly publish the post on
|
||||||
|
the pre-determined social media accounts.
|
||||||
|
|
||||||
|
Click on the desired date to schedule the post for that day. Then, either select and customize
|
||||||
|
the default time in the :guilabel:`Scheduled post date` field manually. Or, adjust the desired post
|
||||||
|
time, by clicking the :guilabel:`scheduling (clock) icon` located on the calendar pop-up, and choose
|
||||||
|
the desired time for Odoo to publish this post on that future date.
|
||||||
|
|
||||||
|
If scheduling a post, remember to hit :guilabel:`Schedule` in the upper left of the post template.
|
||||||
|
Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status of
|
||||||
|
the post to :guilabel:`Scheduled`.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Also, when :guilabel:`Schedule` is clicked, a number of analytical smart buttons appear on the
|
||||||
|
post page. Each one offers up a detailed anaylsis of the corresponding metric (e.g.
|
||||||
|
:guilabel:`Leads`, :guilabel:`Revenues`, etc.). These same smart buttons appear when a post is
|
||||||
|
officially published, as well.
|
||||||
|
|
||||||
|
'Web Notification Options' section
|
||||||
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
If any :guilabel:`Push Notifications` are selected in the :guilabel:`Post on` field, Odoo provides
|
||||||
|
another section of settings/options at the bottom of the post template. It should be noted that
|
||||||
|
*none* of these fields are required.
|
||||||
|
|
||||||
|
The first field is for a :guilabel:`Push Notification Title`. This is text that is displayed as the
|
||||||
|
title of the push notification whenever it's sent. Odoo displays a visual preview of this title, if
|
||||||
|
one is created.
|
||||||
|
|
||||||
|
To designate a specific page on the website that should trigger this push notification, enter that
|
||||||
|
page's URL in the :guilabel:`Push Target URL` field. Then, once a visitor reaches that specific
|
||||||
|
page, Odoo will display the push notification.
|
||||||
|
|
||||||
|
Below that field is the option to add a custom :guilabel:`Push Icon Image`. This is an icon that
|
||||||
|
appears beside the push notification. By default, Odoo uses a "smiley face" as the icon.
|
||||||
|
|
||||||
|
To upload a new image, click the :guilabel:`Edit (pencil) icon` when the :guilabel:`Push Icon Image`
|
||||||
|
field is hovered over with the cursor. Then, proceed to locate and upload the desired image, and
|
||||||
|
Odoo automatically displays a preview of how the icon will appear on the push notification.
|
||||||
|
|
||||||
|
Next, there is the option to :guilabel:`Send at Visitors' Timezone`. If enabled, Odoo will send it
|
||||||
|
at the appropriate, pre-determined time, taking the visitor's location into consideration.
|
||||||
|
|
||||||
|
Save, post, and test notification options
|
||||||
|
-----------------------------------------
|
||||||
|
|
||||||
|
When all the modifications have been made, and the post is completed, either click :guilabel:`Save`
|
||||||
|
to save the post as a *Draft*. Or, if the post is ready to be published immediately, click
|
||||||
|
:guilabel:`Post`, and Odoo automatically publishes the post on the pre-determined social media
|
||||||
|
accounts.
|
||||||
|
|
||||||
|
There is also the option to :guilabel:`Test Notification`, if a :guilabel:`Push Notification` was
|
||||||
|
selected in the :guilabel:`Post on` field. Clicking that, provides a quick example of how the
|
||||||
|
notification will appear for visitors.
|
||||||
|
|
||||||
|
Social post status bar
|
||||||
|
----------------------
|
||||||
|
|
||||||
|
In the top-right of the :guilabel:`Post Template` page is the :guilabel:`Status Bar`. This displays
|
||||||
|
the current status of the post.
|
||||||
|
|
||||||
|
When :guilabel:`Save` is clicked, the post is in the *Draft* status.
|
||||||
|
|
||||||
|
If the post is scheduled to be sent at a future date/time, and the :guilabel:`Schedule` button has
|
||||||
|
been clicked, the status of the post is *Scheduled*.
|
||||||
|
|
||||||
|
If the post is in the process of currently being published or sent, the status of the post is
|
||||||
|
*Posting*. And, lastly, if the post has already been published or sent, the status is *Posted*.
|
||||||
|
|
||||||
|
Posts page
|
||||||
|
==========
|
||||||
|
|
||||||
|
To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing`, and click
|
||||||
|
:menuselection:`Posts` in the header menu. Here, every post that has been created and posted with
|
||||||
|
Odoo is available.
|
||||||
|
|
||||||
|
There are four different view options for :guilabel:`Posts` page data: *kanban*, *calendar*, *list*,
|
||||||
|
and *pivot*. The view options are located in the upper right corner of the :guilabel:`Posts` page,
|
||||||
|
beneath the search bar.
|
||||||
|
|
||||||
|
.. tabs::
|
||||||
|
|
||||||
|
.. tab:: Kanban view
|
||||||
|
|
||||||
|
By default, Odoo displays the posts in a kanban view. The information on this page can be
|
||||||
|
sorted even further, via the :guilabel:`Filters` and :guilabel:`Group by` drop-down menu.
|
||||||
|
|
||||||
|
.. image:: social_essentials/posts-page.png
|
||||||
|
:align: center
|
||||||
|
:alt: Kanban view of the posts page in the Odoo Social Marketing application.
|
||||||
|
|
||||||
|
.. tab:: Calendar view
|
||||||
|
|
||||||
|
The calendar view option displays a visual representation in a calendar format of when posts
|
||||||
|
were published, or are scheduled to be published. This option provides a clear overview of any
|
||||||
|
planned day, week, or month, and Odoo displays all drafted, scheduled, and published posts.
|
||||||
|
|
||||||
|
.. image:: social_essentials/calendar-view.png
|
||||||
|
:align: center
|
||||||
|
:alt: Example of the calendar view in Odoo Social Marketing.
|
||||||
|
|
||||||
|
.. tab:: List view
|
||||||
|
|
||||||
|
The list view option is similar to the kanban option, but instead of individual blocks, all
|
||||||
|
the post information is displayed in a clear, list layout. Each line of the list displays the
|
||||||
|
:guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post.
|
||||||
|
|
||||||
|
.. image:: social_essentials/list-view.png
|
||||||
|
:align: center
|
||||||
|
:alt: View of the list option on the posts page in Odoo Social Marketing.
|
||||||
|
|
||||||
|
.. tab:: Pivot view
|
||||||
|
|
||||||
|
The pivot view option provides a fully customizable grid table, where different measures of
|
||||||
|
data can be added and analyzed.
|
||||||
|
|
||||||
|
.. image:: social_essentials/pivot-view.png
|
||||||
|
:align: center
|
||||||
|
:alt: View of the pivot option on the posts page in Odoo Social Marketing.
|
||||||
|
|
||||||
|
The pivot view option provides numerous analytical options, allowing for in-depth, detailed
|
||||||
|
analysis of various posts.
|
||||||
|
|
||||||
|
Click on any :guilabel:`+ (plus sign) icon` next to a line in the pivot table to reveal more metric
|
||||||
|
options to add to the grid.
|
||||||
|
|
||||||
|
While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located
|
||||||
|
to the right of the :guilabel:`Measures` drop-down.
|
||||||
|
|
||||||
|
When clicked, a pop-up appears, where the option to add this information to a current
|
||||||
|
spreadsheet is available. The option to create a new spreadsheet for this information
|
||||||
|
on-the-fly is also available in this pop-up, as well.
|
||||||
|
|
||||||
|
Next to the :guilabel:`Insert in Spreadsheet` are three view options, specific to the pivot
|
||||||
|
view.
|
||||||
|
|
||||||
|
From left to right, the options are:
|
||||||
|
|
||||||
|
- :guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table.
|
||||||
|
- :guilabel:`Expand All`, which expands each line in the grid, revealing more detailed
|
||||||
|
information related to it.
|
||||||
|
- :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a
|
||||||
|
spreadsheet.
|
||||||
|
|
||||||
|
Visitors
|
||||||
|
========
|
||||||
|
|
||||||
|
To see a complete overview of all the people who have visited the website(s) connected to the
|
||||||
|
database, navigate to :menuselection:`Social Marketing --> Visitors` in the header menu.
|
||||||
|
|
||||||
|
.. image:: social_essentials/visitors.png
|
||||||
|
:align: center
|
||||||
|
:alt: View of the Visitors page in the Odoo Social Marketing application.
|
||||||
|
|
||||||
|
Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default
|
||||||
|
kanban view. This same information can be sorted via the :guilabel:`Filters` and :guilabel:`Group
|
||||||
|
By` options.
|
||||||
|
|
||||||
|
The visitor data can also be viewed as a list or a graph. Those view options are located in the
|
||||||
|
upper-right corner of the :guilabel:`Visitors` page beneath the search bar.
|
||||||
|
|
||||||
|
Social media page
|
||||||
|
=================
|
||||||
|
|
||||||
|
Go to :menuselection:`Configuration --> Social Media` to see a collection of all social media
|
||||||
|
options: :guilabel:`Facebook`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`Push
|
||||||
|
Notifications`.
|
||||||
|
|
||||||
|
.. image:: social_essentials/social-media-page.png
|
||||||
|
:align: center
|
||||||
|
:alt: View of the social media page in the Odoo Social Marketing application.
|
||||||
|
|
||||||
|
If no account has been linked to any particular social media, click :guilabel:`Link Account` to
|
||||||
|
proceed through the linking process.
|
||||||
|
|
||||||
|
Social accounts page
|
||||||
|
====================
|
||||||
|
|
||||||
|
To see a list of all social accounts linked to the database, go to :menuselection:`Configuration -->
|
||||||
|
Social Accounts`. This page will display the :guilabel:`Medium Name` and the :guilabel:`Social
|
||||||
|
Media` platform it is associated with.
|
||||||
|
|
||||||
|
.. image:: social_essentials/social-accounts-page.png
|
||||||
|
:align: center
|
||||||
|
:alt: View of the social accounts page in the Odoo Social Marketing application.
|
||||||
|
|
||||||
|
To edit/modify any social accounts, simply select the desired account from the list on this page,
|
||||||
|
and proceed to make any adjustments necessary. Don't forget to hit :guilabel:`Save` to secure any
|
||||||
|
changes.
|
||||||
|
|
||||||
|
Social streams page
|
||||||
|
===================
|
||||||
|
|
||||||
|
Navigate to :menuselection:`Configuration --> Social Streams` to reveal a separate page containing
|
||||||
|
all of the social media streams that have been added to the main dashboard of the *Social Marketing*
|
||||||
|
app, accessible via the :guilabel:`Feed` option in the header menu.
|
||||||
|
|
||||||
|
.. image:: social_essentials/social-streams-page.png
|
||||||
|
:align: center
|
||||||
|
:alt: View of the social accounts page in the Odoo Social Marketing application.
|
||||||
|
|
||||||
|
Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the
|
||||||
|
:guilabel:`Title` of the stream, and the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`,
|
||||||
|
:guilabel:`Keyword`, etc.).
|
||||||
|
|
||||||
|
To modify any stream's information, simply click the desired stream from the list, and proceed to
|
||||||
|
make any necessary adjustments. Don't forget to hit :guilabel:`Save` to secure any changes.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
:doc:`/applications/marketing/social_marketing/essentials/social_campaigns`
|
||||||
|
After Width: | Height: | Size: 40 KiB |
|
After Width: | Height: | Size: 86 KiB |
|
After Width: | Height: | Size: 40 KiB |
|
After Width: | Height: | Size: 21 KiB |
|
After Width: | Height: | Size: 17 KiB |
|
After Width: | Height: | Size: 22 KiB |
|
After Width: | Height: | Size: 15 KiB |
|
After Width: | Height: | Size: 8.6 KiB |
|
After Width: | Height: | Size: 34 KiB |
|
After Width: | Height: | Size: 13 KiB |
|
After Width: | Height: | Size: 19 KiB |
|
After Width: | Height: | Size: 19 KiB |
|
|
@@ -12,4 +12,3 @@ Internet of Things (IoT)
|
||||||
|
|
||||||
iot/config
|
iot/config
|
||||||
iot/devices
|
iot/devices
|
||||||
../sales/point_of_sale/payment
|
|
||||||
|
|
|
||||||
|
|
@@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box.
|
||||||
|
|
||||||
- **Payment terminal**: The connection process depends on the terminal,
|
- **Payment terminal**: The connection process depends on the terminal,
|
||||||
please refer to the :doc:`payment terminals documentation
|
please refer to the :doc:`payment terminals documentation
|
||||||
</applications/sales/point_of_sale/payment>`.
|
</applications/sales/point_of_sale/payment_methods>`.
|
||||||
|
|
||||||
Once it's done, you can connect the IoT Box to your PoS. For this, go in
|
Once it's done, you can connect the IoT Box to your PoS. For this, go in
|
||||||
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
|
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
|
||||||
|
|
|
||||||
|
|
@@ -1,24 +1,120 @@
|
||||||
:nosearch:
|
|
||||||
:show-content:
|
:show-content:
|
||||||
:hide-page-toc:
|
|
||||||
:show-toc:
|
:show-toc:
|
||||||
|
|
||||||
=============
|
=============
|
||||||
Point of Sale
|
Point of Sale
|
||||||
=============
|
=============
|
||||||
|
|
||||||
With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
|
With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
|
||||||
is able to continue working even if you are offline.
|
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.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
|
- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
|
||||||
- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
|
- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
|
||||||
|
|
||||||
|
.. _pos/session-start:
|
||||||
|
|
||||||
|
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.
|
||||||
|
|
||||||
|
.. 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.
|
||||||
|
|
||||||
|
.. _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.
|
||||||
|
|
||||||
|
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:: point_of_sale/pos-interface.png
|
||||||
|
:align: center
|
||||||
|
:alt: POS session interface.
|
||||||
|
|
||||||
|
.. 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.
|
||||||
|
|
||||||
|
.. _pos/customers:
|
||||||
|
|
||||||
|
Register customers
|
||||||
|
==================
|
||||||
|
|
||||||
|
Registering your customers gives you the ability to grant them various privileges such as discounts,
|
||||||
|
loyalty program, specific communication. It is also required if they want an invoice and registering
|
||||||
|
them makes any future interaction with them faster.
|
||||||
|
|
||||||
|
From your session interface, use the customer button.
|
||||||
|
|
||||||
|
.. image:: point_of_sale/customer-button.png
|
||||||
|
|
||||||
|
Create a new one by using this button.
|
||||||
|
|
||||||
|
.. image:: point_of_sale/customer-add.png
|
||||||
|
|
||||||
|
You will be invited to fill out the customer form with their
|
||||||
|
information.
|
||||||
|
|
||||||
|
.. image:: point_of_sale/customer-form.png
|
||||||
|
|
||||||
|
Use the save button when you are done. You can then select that customer
|
||||||
|
in any future transactions.
|
||||||
|
|
||||||
|
.. _pos/refund:
|
||||||
|
|
||||||
|
Return and refund products
|
||||||
|
==========================
|
||||||
|
|
||||||
|
To return a product and make a refund,
|
||||||
|
|
||||||
|
#. 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.
|
||||||
|
|
||||||
|
.. _pos/session-close:
|
||||||
|
|
||||||
|
Close the POS session
|
||||||
|
=====================
|
||||||
|
|
||||||
|
To close your session,
|
||||||
|
|
||||||
|
#. 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:: point_of_sale/close-pos-session.png
|
||||||
|
:align: center
|
||||||
|
:alt: How to close a POS 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`.
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
point_of_sale/overview
|
point_of_sale/employee_login
|
||||||
|
point_of_sale/receipts_invoices
|
||||||
|
point_of_sale/configuration
|
||||||
point_of_sale/shop
|
point_of_sale/shop
|
||||||
point_of_sale/restaurant
|
point_of_sale/restaurant
|
||||||
point_of_sale/payment
|
point_of_sale/pricing
|
||||||
point_of_sale/advanced_pricing_features
|
point_of_sale/payment_methods
|
||||||
|
point_of_sale/reporting
|
||||||
|
|
|
||||||
|
|
@@ -1,13 +0,0 @@
|
||||||
:nosearch:
|
|
||||||
|
|
||||||
================
|
|
||||||
Pricing Features
|
|
||||||
================
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
advanced_pricing_features/discounts
|
|
||||||
advanced_pricing_features/discount_tags
|
|
||||||
advanced_pricing_features/loyalty
|
|
||||||
advanced_pricing_features/pricelists
|
|
||||||
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
33
content/applications/sales/point_of_sale/configuration.rst
Normal file
|
|
@@ -0,0 +1,33 @@
|
||||||
|
:show-content:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
|
=============
|
||||||
|
Configuration
|
||||||
|
=============
|
||||||
|
|
||||||
|
.. _configuration/settings:
|
||||||
|
|
||||||
|
Access POS settings
|
||||||
|
===================
|
||||||
|
|
||||||
|
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
|
||||||
|
Settings`.
|
||||||
|
|
||||||
|
To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
|
||||||
|
Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
|
||||||
|
vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
|
||||||
|
|
||||||
|
Make products available
|
||||||
|
=======================
|
||||||
|
|
||||||
|
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`.
|
||||||
|
|
||||||
|
.. image:: configuration/pos-available.png
|
||||||
|
:alt: Making a product available in your POS.
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
configuration/https
|
||||||
|
configuration/epos_ssc
|
||||||
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
|
Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 54 KiB After Width: | Height: | Size: 54 KiB |
|
|
@@ -21,7 +21,7 @@ To enable the feature, go to your *PoS settings* and check log in with
|
||||||
employees on your *PoS form*. Then, add the employees that have access
|
employees on your *PoS form*. Then, add the employees that have access
|
||||||
to the cash register.
|
to the cash register.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers01.png
|
.. image:: employee_login/multicashiers01.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Now, you can switch cashier easily.
|
Now, you can switch cashier easily.
|
||||||
|
|
@@ -32,12 +32,12 @@ Switch without pin codes
|
||||||
The easiest way to switch cashiers is without a code. To do so, click on
|
The easiest way to switch cashiers is without a code. To do so, click on
|
||||||
the cashier name in your PoS interface.
|
the cashier name in your PoS interface.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers02.png
|
.. image:: employee_login/multicashiers02.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Now, you just have to click on your name.
|
Now, you just have to click on your name.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers03.png
|
.. image:: employee_login/multicashiers03.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
.. _set-pin-code:
|
.. _set-pin-code:
|
||||||
|
|
@@ -48,12 +48,12 @@ Switch cashier with pin codes
|
||||||
You can set a pin code on each cashier. To set up a pin code, go to the
|
You can set a pin code on each cashier. To set up a pin code, go to the
|
||||||
employee form and add a security PIN, in the *HR settings tab*.
|
employee form and add a security PIN, in the *HR settings tab*.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers04.png
|
.. image:: employee_login/multicashiers04.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Now, when switching cashier, a PIN password will be asked.
|
Now, when switching cashier, a PIN password will be asked.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers05.png
|
.. image:: employee_login/multicashiers05.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
.. _employee-barcode:
|
.. _employee-barcode:
|
||||||
|
|
@@ -66,7 +66,7 @@ so, set up a barcode at the same place you add the PIN code. Print the
|
||||||
badge and when they will scan it, the cashier will be switched to that
|
badge and when they will scan it, the cashier will be switched to that
|
||||||
employee.
|
employee.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers06.png
|
.. image:: employee_login/multicashiers06.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Find who was the cashier
|
Find who was the cashier
|
||||||
|
|
@@ -75,7 +75,7 @@ Find who was the cashier
|
||||||
Once you have closed your *PoS session*, you can have an overview of
|
Once you have closed your *PoS session*, you can have an overview of
|
||||||
the amount each cashier sold for. To do so, go to the orders menu.
|
the amount each cashier sold for. To do so, go to the orders menu.
|
||||||
|
|
||||||
.. image:: multicashiers/multicashiers07.png
|
.. image:: employee_login/multicashiers07.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Now, you can open the order and have a summary of the sold products.
|
Now, you can open the order and have a summary of the sold products.
|
||||||
|
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
|
Before Width: | Height: | Size: 3.9 KiB After Width: | Height: | Size: 3.9 KiB |
|
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
|
Before Width: | Height: | Size: 4.0 KiB After Width: | Height: | Size: 4.0 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 5.9 KiB After Width: | Height: | Size: 5.9 KiB |
|
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
|
|
@@ -1,13 +0,0 @@
|
||||||
:nosearch:
|
|
||||||
|
|
||||||
========
|
|
||||||
Overview
|
|
||||||
========
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
overview/getting_started
|
|
||||||
overview/register
|
|
||||||
overview/https
|
|
||||||
overview/epos_ssc
|
|
||||||
|
|
@@ -1,118 +0,0 @@
|
||||||
===============
|
|
||||||
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 open a product. In the :guilabel:`Point of Sale` 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
|
|
||||||
-------------------------
|
|
||||||
|
|
||||||
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.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
Credentials are mandatory to use a payment terminal. To learn how to configure the different
|
|
||||||
terminals, check out the following documentation pages:.
|
|
||||||
|
|
||||||
- :doc:`Adyen configuration <../payment/adyen>`
|
|
||||||
- :doc:`Vantiv configuration <../payment/vantiv>`
|
|
||||||
- :doc:`Ingenico configuration <../payment/ingenico>`
|
|
||||||
- :doc:`Six configuration <../payment/six>`
|
|
||||||
|
|
||||||
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.
|
|
||||||
|
|
||||||
|
|
||||||
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.
|
|
||||||
|
|
||||||
.. 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.
|
|
||||||
|
|
||||||
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.
|
|
||||||
|
|
||||||
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/pos-interface.png
|
|
||||||
:align: center
|
|
||||||
:alt: POS session interface.
|
|
||||||
|
|
||||||
.. 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.
|
|
||||||
|
|
||||||
|
|
||||||
Return and refund products
|
|
||||||
--------------------------
|
|
||||||
|
|
||||||
To return a product and make a refund,
|
|
||||||
|
|
||||||
#. 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.
|
|
||||||
|
|
||||||
Close the POS session
|
|
||||||
---------------------
|
|
||||||
|
|
||||||
To close your session,
|
|
||||||
|
|
||||||
#. 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.
|
|
||||||
|
|
||||||
.. 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`.
|
|
||||||
|
|
||||||
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 graph or pivot view that you can filter or group depending on your
|
|
||||||
needs.
|
|
||||||
|
|
@@ -1,30 +0,0 @@
|
||||||
==================
|
|
||||||
Register customers
|
|
||||||
==================
|
|
||||||
|
|
||||||
Registering your customers will give you the ability to grant them
|
|
||||||
various privileges such as discounts, loyalty program, specific
|
|
||||||
communication. It will also be required if they want an invoice and
|
|
||||||
registering them will make any future interaction with them faster.
|
|
||||||
|
|
||||||
Create a customer
|
|
||||||
=================
|
|
||||||
|
|
||||||
From your session interface, use the customer button.
|
|
||||||
|
|
||||||
.. image:: register/register01.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Create a new one by using this button.
|
|
||||||
|
|
||||||
.. image:: register/register02.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
You will be invited to fill out the customer form with their
|
|
||||||
information.
|
|
||||||
|
|
||||||
.. image:: register/register03.png
|
|
||||||
:align: center
|
|
||||||
|
|
||||||
Use the save button when you are done. You can then select that customer
|
|
||||||
in any future transactions.
|
|
||||||
|
|
@@ -1,13 +0,0 @@
|
||||||
:nosearch:
|
|
||||||
|
|
||||||
=================
|
|
||||||
Payment Terminals
|
|
||||||
=================
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
payment/adyen
|
|
||||||
payment/ingenico
|
|
||||||
payment/vantiv
|
|
||||||
payment/six
|
|
||||||
31
content/applications/sales/point_of_sale/payment_methods.rst
Normal file
|
|
@@ -0,0 +1,31 @@
|
||||||
|
:show-content:
|
||||||
|
|
||||||
|
===============
|
||||||
|
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:: payment_methods/payment-method.png
|
||||||
|
:alt: Creating a new payment method for a POS.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Credentials are mandatory to use a payment terminal. To learn how to configure the different
|
||||||
|
terminals, check out the following documentation pages:.
|
||||||
|
|
||||||
|
- :doc:`Adyen configuration <payment_methods/terminals/adyen>`
|
||||||
|
- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
|
||||||
|
- :doc:`Six configuration <payment_methods/terminals/six>`
|
||||||
|
- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
|
||||||
|
|
||||||
|
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.
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
payment_methods/terminals
|
||||||
|
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
|
|
@@ -0,0 +1,13 @@
|
||||||
|
:nosearch:
|
||||||
|
|
||||||
|
=================
|
||||||
|
Payment terminals
|
||||||
|
=================
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
terminals/adyen
|
||||||
|
terminals/ingenico
|
||||||
|
terminals/six
|
||||||
|
terminals/vantiv
|
||||||
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
|
Before Width: | Height: | Size: 7.7 KiB After Width: | Height: | Size: 7.7 KiB |
|
Before Width: | Height: | Size: 9.2 KiB After Width: | Height: | Size: 9.2 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 7.8 KiB After Width: | Height: | Size: 7.8 KiB |
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
|
Before Width: | Height: | Size: 9.0 KiB After Width: | Height: | Size: 9.0 KiB |
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 82 KiB After Width: | Height: | Size: 82 KiB |
|
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
|
Before Width: | Height: | Size: 35 KiB After Width: | Height: | Size: 35 KiB |
15
content/applications/sales/point_of_sale/pricing.rst
Normal file
|
|
@@ -0,0 +1,15 @@
|
||||||
|
:nosearch:
|
||||||
|
|
||||||
|
================
|
||||||
|
Pricing features
|
||||||
|
================
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
pricing/discounts
|
||||||
|
pricing/discount_tags
|
||||||
|
pricing/loyalty
|
||||||
|
pricing/pricelists
|
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pricing/fiscal_position
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pricing/cash_rounding
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@@ -1,5 +1,5 @@
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=============
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=============
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Cash Rounding
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Cash rounding
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=============
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=============
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**Cash rounding** is required when the lowest physical denomination
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**Cash rounding** is required when the lowest physical denomination
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Before Width: | Height: | Size: 4.4 KiB After Width: | Height: | Size: 4.4 KiB |
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Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
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Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
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@@ -1,6 +1,6 @@
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==========================================
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===============================
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Using discount tags with a barcode scanner
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Discount tags (barcode scanner)
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==========================================
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===============================
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If you want to sell your products with a discount, for a product getting
|
If you want to sell your products with a discount, for a product getting
|
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close to its expiration date for example, you can use discount tags.
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close to its expiration date for example, you can use discount tags.
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Before Width: | Height: | Size: 302 B After Width: | Height: | Size: 302 B |
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Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
|
Before Width: | Height: | Size: 331 B After Width: | Height: | Size: 331 B |
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Before Width: | Height: | Size: 78 KiB After Width: | Height: | Size: 78 KiB |
|
Before Width: | Height: | Size: 70 KiB After Width: | Height: | Size: 70 KiB |
|
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@@ -1,6 +1,6 @@
|
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===============
|
=========
|
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Apply Discounts
|
Discounts
|
||||||
===============
|
=========
|
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|
|
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By offering discounts, you can entice your customers and drastically
|
By offering discounts, you can entice your customers and drastically
|
||||||
increase your revenue. It is vital to offer discounts, whether they are
|
increase your revenue. It is vital to offer discounts, whether they are
|
||||||
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
|
Before Width: | Height: | Size: 37 KiB After Width: | Height: | Size: 37 KiB |
|
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
|
Before Width: | Height: | Size: 47 KiB After Width: | Height: | Size: 47 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 6.8 KiB After Width: | Height: | Size: 6.8 KiB |
|
|
@@ -1,6 +1,6 @@
|
||||||
========================
|
================
|
||||||
Manage a loyalty program
|
Loyalty programs
|
||||||
========================
|
================
|
||||||
|
|
||||||
Encourage your customers to continue to shop at your point of sale with
|
Encourage your customers to continue to shop at your point of sale with
|
||||||
a *Loyalty Program*.
|
a *Loyalty Program*.
|
||||||
|
Before Width: | Height: | Size: 7.6 KiB After Width: | Height: | Size: 7.6 KiB |
|
Before Width: | Height: | Size: 41 KiB After Width: | Height: | Size: 41 KiB |
|
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
|
|
@@ -1,6 +1,6 @@
|
||||||
=================================
|
==========
|
||||||
Using Pricelists in Point of Sale
|
Pricelists
|
||||||
=================================
|
==========
|
||||||
|
|
||||||
You probably know the concept of happy hour: during a certain period of
|
You probably know the concept of happy hour: during a certain period of
|
||||||
time, the barman gives a discount on some drinks (usually 50% off or a
|
time, the barman gives a discount on some drinks (usually 50% off or a
|
||||||