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Author SHA1 Message Date
Jonathan
e35fb81761 [MOV] pos: fiscal_position to "pricing" section
task-3284514
2023-04-21 22:55:17 +02:00
KC (ksc)
42148acbec [ADD] social marketing: added social marketing documentation to v14
closes odoo/documentation#2554

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-04-21 21:16:44 +02:00
Jonathan
7b2a178e82 [MOV] pos: restructuration of pos toctree
task-3284514

closes odoo/documentation#4226

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-21 17:52:56 +02:00
121 changed files with 827 additions and 281 deletions

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@@ -72,9 +72,9 @@ POS.
- Sell products without a valid VAT number.
- Use a POS that is not connected to an IoT box.
- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
:guilabel:`Half-Up`.
- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
set as :guilabel:`Half-Up`.
- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
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
marketing/sms_marketing
marketing/events
marketing/surveys
marketing/social_marketing

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:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
================
Social Marketing
================
.. seealso::
- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
.. toctree::
:titlesonly:
social_marketing/essentials

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:nosearch:
==========
Essentials
==========
.. toctree::
:titlesonly:
essentials/social_essentials
essentials/social_campaigns

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==========================
Social marketing campaigns
==========================
Social marketing campaigns help companies connect directly with the marketplace. These campaigns
are helpful when introducing a new product to customers, explaining the value of a product or
service, or when advertising an upcoming event or product release.
The most effective social marketing campaigns typically involve multiple channels to maximize
content distribution, and Odoo's *Social Marketing* application acts as a singular control center to
monitor, plan, post, track, and analyze all of the various content and content channels within a
single dashboard.
Campaigns page
==============
To access a complete overview of all social marketing campaigns, open the :menuselection:`Social
Marketing` application, and click :menuselection:`Campaigns` from the header menu. Doing so reveals
a separate page with every campaign in a default kanban view.
.. image:: social_campaigns/campaigns-page.png
:align: center
:alt: View of the campaigns page in the Odoo Social Marketing application.
Each *stage* in the kanban view can be edited, by clicking the :guilabel:`gear icon` to the left of
the :guilabel:`+ (plus sign)` - located to the right of the stage title.
.. note::
The **gear icon** *only* appears when the cursor hovers to the left of the **+ (plus sign)**.
When the gear icon is clicked, a drop-down menu reveals the options: :guilabel:`Fold`,
:guilabel:`Edit Stage`, and :guilabel:`Delete`.
.. image:: social_campaigns/campaign-stage-dropdown.png
:align: center
:alt: View of the campaigns page in the Odoo Social Marketing application.
Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage column can be restored
by clicking the folded version of it on the main :guilabel:`Campaigns` dashboard in the default
kanban view.
Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name and the sequence of the
stage can be modified. If changes are made, be sure to click :guilabel:`Save`.
Clicking :guilabel:`Delete` removes the stage entirely.
.. note::
To add a new stage to the pipeline, side-scroll to the right on the :guilabel:`Campaigns`
dashboard, click :guilabel:`Add a Column`, enter in the desired information, and click
:guilabel:`Add`.
.. tip::
The same social marketing campaign information on the :guilabel:`Campaigns` dashboard can also be
viewed as a list, by selecting the :guilabel:`List` option, located under the search bar, in the
upper-right corner.
Create social marketing campaigns
=================================
First, open the :menuselection:`Social Marketing` application, and select :guilabel:`Campaigns` from
the header menu.
On the :guilabel:`Campaigns` dashboard, a new campaign can be created by clicking the quick add
:guilabel:`+ (plus sign)` located in the top-right corner of each stage in the pipeline, visible in
the kanban view. Campaigns can also be created by clicking :guilabel:`Create` in the upper-left
corner of the :guilabel:`Campaigns` dashboard.
Both options reveal a new campaign detail window directly on the :guilabel:`Campaigns` dashboard
when clicked.
.. image:: social_campaigns/quick-add-campaign.png
:align: center
:alt: View of the quick add option for campaigns in Odoo Social Marketing.
Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be entered.
When all modifications are complete, click :guilabel:`Add` to add the campaign to the database.
Edit social marketing campaigns
===============================
In order to edit a campaign in greater detail, and create/send various forms of communications
related to it, the template page for that campaign must be accessed and modified, accordingly.
There are multiple ways to access a template page for a campaign.
- After entering the pertinent information in the :guilabel:`Quick Add` campaign drop-down, click
:guilabel:`Edit`.
- Simply select the desired campaign from the :guilabel:`Campaigns` dashboard in list or kanban
view.
- On the :guilabel:`Campaigns` dashboard in the kanban view, select the :guilabel:`⋮ (three dots)`
drop-down menu on the desired campaign, and select :guilabel:`Edit`.
Any of the above routes will reveal the *Campaign Template* page for that specific campaign.
Social marketing campaign templates
===================================
On a *Campaign Template* page, numerous elements can be customized/modified, and various forms of
communications can be created, modified, and sent or scheduled. Below is a sample of a completed
campaign template.
.. image:: social_campaigns/create-campaign.png
:align: center
:alt: View of a sample campaign template page in Odoo Social Marketing.
.. important::
In order for the :guilabel:`Send New Mailing` option to appear on campaign templates, make sure
the *Mailing Campaigns* feature is enabled in the *Email Marketing* app. To do that, navigate to
:menuselection:`Email Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing
Campaigns`, and click :guilabel:`Save`.
.. note::
In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS Marketing* application must
be installed on the database.
Add content and communications to campaigns
===========================================
If the proper settings and applications are installed (as instructed above), there are four forms
of communication/content options that can be added to campaigns. Each of these options are displayed
as buttons in the upper-left corner of the campaign template page.
- :guilabel:`Send New Mailing`: reveals a blank email template on a separate page, in which the
message can be fully customized in a variety of ways.
- :guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in which a SMS
communication can be created and configured.
- :guilabel:`Send Social Post`: reveals a blank social post template on a separate page, in which
a post can be created, and applied to social media accounts that are already connected to the
database.
- :guilabel:`Push Notification`: reveals a similar blank social post template on a separate page,
however, the :guilabel:`Push Notification` options are already pre-selected in the :guilabel:`Post
on` field.
Whichever form of communication is created, once it's completed, Odoo returns to the
:guilabel:`Campaign Template` page, showcasing that new content in its corresponding tab (e.g.
:guilabel:`Mailings`, :guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push
Notifications`).
As content and communications are added to a campaign, tabs for those specific mediums appear,
along with a variety of analytical smart buttons (e.g. :guilabel:`Revenues`, :guilabel:`Quotations`,
:guilabel:`Leads`, etc.).
These smart buttons, located at the top of the template, display different metrics related to the
campaign, and its various communications and content. Clicking any smart button reveals a separate
page dedicated to that particular element of the campaign, allowing for quicker, more organized
analysis.
.. note::
The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*,
*Invoicing*, *CRM*, and *Website*.
.. seealso::
:doc:`/applications/marketing/social_marketing/essentials/social_essentials`

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===========================
Social marketing essentials
===========================
Odoo's *Social Marketing* helps content marketers create and schedule posts, manage various social
media accounts, analyze content effectiveness, and engage directly with social media followers in
one, centralized location.
Add social media accounts
=========================
In order to create posts, each social media account must be added as a stream in the Odoo *Social
Marketing* application.
Add a social media stream
-------------------------
Add a social media account as a stream by navigating to :menuselection:`Social Marketing` and then
select the :guilabel:`Add A Stream` button located in the upper left corner
When :guilabel:`Add A Stream` is clicked, the following pop-up appears, displaying the different
social media outlets to choose from.
.. image:: social_essentials/social-add-streams.png
:align: center
:alt: View of the pop-up that appears when 'Add a Stream' is selected in Odoo.
.. note::
Additional social media outlet options are available depending on your version of Odoo.
From this pop-up, select a social media option: :guilabel:`Facebook`, :guilabel:`LinkedIn`, or
:guilabel:`Twitter`.
Then, Odoo navigates directly to that specific social media outlet's authorization page, where
permission must be granted, in order for Odoo to add that particular social media account to the
*Social Marketing* application as a stream on the main dashboard of the app.
.. note::
A Facebook page can be added as long as the Facebook account that grants permission is the
administrator for the page. Also, different pages can be added for different streams.
Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main
:guilabel:`Social Marketing` dashboard, and a new column with that account's posts are automatically
added.
From here, new accounts and/or streams can be added and managed at any time.
.. image:: social_essentials/feed.png
:align: center
:alt: Example of how a populated stream-filled dashboard looks in Odoo Social Marketing
.. note::
Adding social media accounts to the feed also links that specific social media platform's KPIs
(if the platform has them). To get redirected to the statistics and metrics related to any social
account, click on :guilabel:`Insights`.
.. image:: social_essentials/insights.png
:align: center
:alt: The insights link that can be accessed for each social media stream added in Odoo.
Create and publish social media posts in Odoo
=============================================
To create content for social media accounts in the :menuselection:`Social Marketing` application,
click the :guilabel:`New Post` button located in the upper-left corner of the main dashboard, or
navigate to :menuselection:`Posts --> Create` from the header menu.
Either route reveals a blank post template page that can be customized and configured in a number
of different ways.
.. image:: social_essentials/social-create-post.png
:align: center
:alt: How to create a social media post directly through Odoo
Post template
-------------
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.
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`

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@@ -12,4 +12,3 @@ Internet of Things (IoT)
iot/config
iot/devices
../sales/point_of_sale/payment

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@@ -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,
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
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*

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@@ -1,24 +1,120 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
=============
Point of Sale
=============
With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
is able to continue working even if you are offline.
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.
.. seealso::
- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
- :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::
: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/restaurant
point_of_sale/payment
point_of_sale/advanced_pricing_features
point_of_sale/pricing
point_of_sale/payment_methods
point_of_sale/reporting

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@@ -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

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@@ -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

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@@ -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
to the cash register.
.. image:: multicashiers/multicashiers01.png
.. image:: employee_login/multicashiers01.png
:align: center
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 cashier name in your PoS interface.
.. image:: multicashiers/multicashiers02.png
.. image:: employee_login/multicashiers02.png
:align: center
Now, you just have to click on your name.
.. image:: multicashiers/multicashiers03.png
.. image:: employee_login/multicashiers03.png
:align: center
.. _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
employee form and add a security PIN, in the *HR settings tab*.
.. image:: multicashiers/multicashiers04.png
.. image:: employee_login/multicashiers04.png
:align: center
Now, when switching cashier, a PIN password will be asked.
.. image:: multicashiers/multicashiers05.png
.. image:: employee_login/multicashiers05.png
:align: center
.. _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
employee.
.. image:: multicashiers/multicashiers06.png
.. image:: employee_login/multicashiers06.png
:align: center
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
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
Now, you can open the order and have a summary of the sold products.

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@@ -1,13 +0,0 @@
:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/getting_started
overview/register
overview/https
overview/epos_ssc

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@@ -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.

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@@ -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.

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@@ -1,13 +0,0 @@
:nosearch:
=================
Payment Terminals
=================
.. toctree::
:titlesonly:
payment/adyen
payment/ingenico
payment/vantiv
payment/six

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@@ -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

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@@ -0,0 +1,13 @@
:nosearch:
=================
Payment terminals
=================
.. toctree::
:titlesonly:
terminals/adyen
terminals/ingenico
terminals/six
terminals/vantiv

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@@ -0,0 +1,15 @@
:nosearch:
================
Pricing features
================
.. toctree::
:titlesonly:
pricing/discounts
pricing/discount_tags
pricing/loyalty
pricing/pricelists
pricing/fiscal_position
pricing/cash_rounding

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@@ -1,5 +1,5 @@
=============
Cash Rounding
Cash rounding
=============
**Cash rounding** is required when the lowest physical denomination

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@@ -1,6 +1,6 @@
==========================================
Using discount tags with a barcode scanner
==========================================
===============================
Discount tags (barcode scanner)
===============================
If you want to sell your products with a discount, for a product getting
close to its expiration date for example, you can use discount tags.

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@@ -1,6 +1,6 @@
===============
Apply Discounts
===============
=========
Discounts
=========
By offering discounts, you can entice your customers and drastically
increase your revenue. It is vital to offer discounts, whether they are

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@@ -1,6 +1,6 @@
========================
Manage a loyalty program
========================
================
Loyalty programs
================
Encourage your customers to continue to shop at your point of sale with
a *Loyalty Program*.

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@@ -1,6 +1,6 @@
=================================
Using Pricelists in Point of Sale
=================================
==========
Pricelists
==========
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

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