[REF] pos: rename getting_started into sessions and update content

Task ID: 3256407

content/applications/finance/payment_providers/stripe.rst

@@ -10,7 +10,7 @@ Link your Stripe Account with Odoo
 
 .. seealso::
    - :ref:`payment_providers/add_new`
-   - :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment/stripe>`
+   - :doc:`Use a Stripe payment terminal in Point of Sale <../../sales/point_of_sale/payment_methods/payment/stripe>`
 
 The method to acquire your credentials depends on your hosting type:
 

content/applications/productivity/iot.rst

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

content/applications/productivity/iot/config/pos.rst

@@ -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/payment>`.
 
 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*

content/applications/sales/point_of_sale.rst

@@ -17,8 +17,8 @@ is able to continue working even if you are offline.
 .. toctree::
    :titlesonly:
 
-   point_of_sale/overview
+   point_of_sale/general
    point_of_sale/shop
    point_of_sale/restaurant
-   point_of_sale/payment
+   point_of_sale/payment_methods
    point_of_sale/advanced_pricing_features

content/applications/sales/point_of_sale/general.rst

@@ -0,0 +1,81 @@
+:show-content:
+
+================
+General features
+================
+
+**Point of Sale** is a fully integrated application that allows you to sell products (online or
+offline) with any device. It also automatically registers product moves in your stock, gives you
+real-time statistics, and consolidations across all shops.
+
+Configuration
+=============
+
+.. _general/settings:
+
+Access POS settings
+-------------------
+
+To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
+Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
+configure.
+
+.. image:: general/select-pos-dropdown.png
+   :align: center
+   :alt: dropdown menu to select the POS in the app settings
+
+.. note::
+   These settings are available to users with settings rights in administration (go to
+   :menuselection:`Settings --> Manage Users`, select the user, scroll down to the
+   :guilabel:`Administration` section, and set :guilabel:`Settings` in the
+   :guilabel:`Administration` field.)
+
+.. seealso::
+   - :doc:`shop`
+   - :doc:`restaurant`
+
+You can also set up a POS from the dashboard by clicking the vertical ellipsis button
+(:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:
+
+- :doc:`Enable multiple employees to log in. <shop/multicashiers>`
+- :doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`
+- :doc:`Connect and set up an ePOS printer. <general/epos_ssc>`
+
+.. image:: general/toggle-settings.png
+   :align: center
+   :alt: popup window to access quick settings in POS
+
+.. note::
+   These settings are available to any user with administrator rights in Point of Sale (go to
+   :menuselection:`Settings --> Manage Users`, select the user, scroll down to the :guilabel:`Sales`
+   section, and set :guilabel:`Administrator` in the :guilabel:`Point of Sale` field.)
+
+Make products available
+-----------------------
+
+To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
+and select a product to open the product form. In the :guilabel:`Sales` tab, enable
+:guilabel:`Available in POS`.
+
+.. image:: general/pos-available.png
+   :align: center
+   :alt: Making a product available in your POS.
+
+View statistics
+===============
+
+To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
+the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
+and :guilabel:`Orders`.
+
+These statistics are available in a graph or pivot view that you can filter or group depending on
+your needs.
+
+.. toctree::
+   :titlesonly:
+
+   general/sessions
+   general/customer_note
+   general/register
+   general/https
+   general/epos_ssc

content/applications/sales/point_of_sale/general/sessions.rst

@@ -0,0 +1,110 @@
+============
+POS sessions
+============
+
+.. _pos/start-session:
+
+Start the session
+=================
+
+From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash
+Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
+Selling` if the session is already opened.
+
+.. note::
+   Multiple users can be connected to the same session at the same time. However, the session can
+   only be opened once on the same browser.
+
+Sell products
+=============
+
+Click 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:: sessions/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 and refund a product,
+
+#. :ref:`start a session <pos/start-session>` from the **POS dashboard**;
+#. click :guilabel:`Refund` and select the corresponding order;
+#. select the product and the quantity to refund using the keypad;
+#. click :guilabel:`Refund` to go back to the previous screen;
+#. 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.
+
+.. image:: sessions/refund.png
+   :align: center
+   :alt: refund view from a POS
+
+.. note::
+   - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
+     :guilabel:`Customer` using the search bar.
+   - You can also refund a product by selecting the returned product from an open session, and
+     setting a negative quantity that equals the number of returned products. To do so, click
+     :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
+
+Manage the cash register
+========================
+
+To add or take out cash from the register, click the **menu icon** in the upper right corner of your
+screen and :guilabel:`Cash In/Out`.
+
+.. image:: sessions/hamburger.png
+   :align: center
+   :alt: dropdown menu to close a POS session, reach the backend, add or take cash out or check
+         orders
+
+Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`,
+enter the amount and the reason, and click :guilabel:`Confirm`.
+
+Close the POS session
+=====================
+
+To close your session, click the **menu icon** in the upper right corner of your screen and
+:guilabel:`Close Session`.
+
+Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve
+various information:
+
+- the number of orders made and the total amount made during the session;
+- the expected amounts grouped by payment method.
+
+Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
+window that computes the total amount in the cash drawer depending on the coins and bills counted
+and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
+computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
+specified in the **Notes** section.
+
+.. image:: sessions/closing-control.png
+   :align: center
+   :alt: How to close a POS session.
+
+Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
+the **POS dashboard**.
+
+.. note::
+   - To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown
+     menu.
+   - To abort, click :guilabel:`Discard` on the pop-up window.
+   - Depending on your setup, you might only be allowed to close a session if the expected cash
+     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
+     :guilabel:`Payments Difference` screen.
+
+.. 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`.

content/applications/sales/point_of_sale/overview.rst

@@ -1,14 +0,0 @@
-:nosearch:
-
-========
-Overview
-========
-
-.. toctree::
-   :titlesonly:
-
-   overview/getting_started
-   overview/customer_note
-   overview/register
-   overview/https
-   overview/epos_ssc

content/applications/sales/point_of_sale/overview/getting_started.rst

@@ -1,156 +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 select a product to open the product form. In the :guilabel:`Sales` tab, enable
-:guilabel:`Available in POS`.
-
-.. image:: getting_started/pos-available.png
-   :align: center
-   :alt: Making a product available in your POS.
-
-Configure payment methods
--------------------------
-
-To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
-Configuration --> Payment Methods --> Create`, and set a name. Check :guilabel:`Identify Customer`
-to allow this payment method *exclusively* for registered customers.
-
-Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
-payments, or :guilabel:`Bank` to use it for card payments.
-
-.. comment:
-   when created, add a link to the customeraccount page under advanced_pricing_features
-
-.. image:: getting_started/payment-method.png
-   :align: center
-   :alt: Creating a new payment method for a POS.
-
-.. note::
-   - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
-     field in which you can add your terminal's information.
-   - 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>`
-     - :doc:`Worldline configuration <../payment/worldline>`
-
-Once the payment method is created, you can select it in your POS settings. To do so, go to
-:menuselection:`Point of Sale --> Configuration --> Settings`. Select a POS for which you wish to
-make the payment method available in the :guilabel:`Point of Sale` field, and add the payment
-method(s) under the :guilabel:`Payment` section.
-
-POS sessions
-============
-
-.. _pos/start-session:
-
-Start a session
----------------
-
-From the **POS dashboard**, click :guilabel:`New Session` and at the :guilabel:`Opening Cash
-Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
-Selling` if the session is already opened.
-
-.. note::
-   Multiple users can be connected to the same session at the same time. However, the session can
-   only be opened once on the same browser.
-
-Click 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 and refund a product,
-
-#. :ref:`start a session <pos/start-session>` from the **POS dashboard**;
-#. click :guilabel:`Refund` and select the corresponding order;
-#. select the product and the quantity to refund using the keypad;
-#. click :guilabel:`Refund` to go back to the previous screen;
-#. 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.
-
-.. image:: getting_started/refund.png
-   :align: center
-   :alt: refund view from a POS
-
-.. note::
-   - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
-     :guilabel:`Customer` using the search bar.
-   - You can also refund a product by selecting the returned product from an open session, and
-     setting a negative quantity that equals the number of returned products. To do so, click
-     :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
-
-Close the POS session
----------------------
-
-To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so
-opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various
-information:
-
-- the number of orders made and the total amount made during the session;
-- the expected amounts grouped by payment method.
-
-Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
-window that computes the total amount in the cash drawer depending on the coins and bills counted
-and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
-computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
-specified in the **Notes** section.
-
-.. image:: getting_started/closing-control.png
-   :align: center
-   :alt: How to close a POS session.
-
-Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
-the **POS dashboard**.
-
-.. note::
-   - You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by
-     clicking :guilabel:`Discard`.
-   - Depending on your setup, you might only be allowed to close a session if the expected cash
-     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` at the
-     :guilabel:`Payments Difference` screen.
-
-.. 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 a graph or pivot view that you can filter or group depending on
-your needs.

content/applications/sales/point_of_sale/payment_methods.rst

@@ -0,0 +1,42 @@
+:show-content:
+
+===============
+Payment methods
+===============
+
+Configuration
+=============
+
+To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
+Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer`
+to allow this payment method *exclusively* for registered customers.
+
+Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
+payments, or :guilabel:`Bank` to use it for card payments.
+
+.. image:: payment_methods/payment-method.png
+   :align: center
+   :alt: Creating a new payment method for a POS.
+
+.. note::
+   - Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
+     field in which you can add your terminal's information.
+   - 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/payment/adyen>`
+     - :doc:`Ingenico configuration <payment_methods/payment/ingenico>`
+     - :doc:`Six configuration <payment_methods/payment/six>`
+     - :doc:`Stripe configuration <payment_methods/payment/stripe>`
+     - :doc:`Vantiv configuration <payment_methods/payment/vantiv>`
+     - :doc:`Worldline configuration <payment_methods/payment/worldline>`
+
+Once the payment method is created, you can select it to be used in your POS. To do so, go to the
+:ref:`POS settings <general/settings>`, select the POS for which you wish to make the payment
+method available in the :guilabel:`Point of Sale` field, and add the payment method(s) under the
+:guilabel:`Payment` section.
+
+.. toctree::
+   :titlesonly:
+
+   payment_methods/payment

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

@@ -1,7 +1,7 @@
 :nosearch:
 
 =================
-Payment Terminals
+Payment terminals
 =================
 
 .. toctree::
@@ -9,8 +9,7 @@ Payment Terminals
 
    payment/adyen
    payment/ingenico
-   payment/vantiv
-   payment/six
-   payment/worldline
    payment/stripe
-
+   payment/six
+   payment/vantiv
+   payment/worldline

content/applications/sales/point_of_sale/payment_methods/payment/stripe.rst

@@ -6,7 +6,7 @@ Connecting a payment terminal allows you to offer a fluid payment flow to your c
 the work of your cashiers.
 
 .. seealso::
-   - :doc:`Use Stripe as payment provider. <../../../finance/payment_providers/stripe>`
+   - :doc:`Use Stripe as payment provider. <../../../../finance/payment_providers/stripe>`
 
 Configuration
 =============

content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst

@@ -42,7 +42,7 @@ to your installation:
 .. seealso::
    - :doc:`../../../productivity/iot/config/connect`
    - :doc:`../../../productivity/iot/devices/printer`
-   - :doc:`../overview/epos_ssc`
+   - :doc:`../general/epos_ssc`
 
 Set your printer to print specific products based on their POS category. To do so, click
 :guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field. If you leave this field

content/applications/sales/point_of_sale/restaurant/tips.rst

@@ -3,7 +3,7 @@ Tips
 ====
 
 Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops
-<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
+<../general/sessions>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
 
 .. _configuration:
 
@@ -42,9 +42,9 @@ checkbox, and click :guilabel:`Save & Close`.
 Tip using an Adyen terminal
 ---------------------------
 
-If you use an :doc:`Adyen <../payment/adyen>` payment terminal and wish to enable **tips**
-using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip
-settings <configuration>`.
+If you use an :doc:`Adyen <../payment_methods/payment/adyen>` payment terminal and wish to enable
+**tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the
+:ref:`tip settings <configuration>`.
 
 Tip after payment
 -----------------
@@ -59,7 +59,7 @@ and the waiter. That bill indicates the tip value the customer chooses to give a
 Add tips
 ========
 
-To add tips to an order, :doc:`access the payment screen <../overview/getting_started>` and click
+To add tips to an order, :doc:`access the payment screen <../general/sessions>` and click
 :guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and
 process the payment.
 

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

@@ -55,7 +55,7 @@ You can also enter the barcode number manually in the search bar to look for the
 click it to add it to the cart.
 
 .. seealso::
-   - :doc:`Get started <../overview/getting_started>`
+   - :doc:`Get started <../general/sessions>`
 
 Log employees
 -------------

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

@@ -40,7 +40,7 @@ Select the payment method and click :guilabel:`Validate`. The **invoice** is aut
 and ready to be downloaded and/or printed.
 
 .. seealso::
-   - :doc:`../overview/getting_started`
+   - :doc:`../general/sessions`
 
 Retrieve invoices
 -----------------

redirects/16.0.txt

@@ -23,6 +23,15 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
 # applications/sales
 
 applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst                                             # sales/sales/invoicing/subscriptions --> /sales/subscriptions
+applications/sales/point_of_sale/general/getting_started.rst applications/sales/point_of_sale/general/sessions.rst
+applications/sales/point_of_sale/overview.rst applications/sales/point_of_sale/general.rst                                            # point_of_sale/overview --> point_of_sale/general
+applications/sales/point_of_sale/payment.rst applications/sales/point_of_sale/payment_methods/payment.rst                                     # point_of_sale/payment --> point_of_sale/payment_methods/payment
+applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/payment/adyen.rst
+applications/sales/point_of_sale/payment/ingenico.rst applications/sales/point_of_sale/payment_methods/payment/ingenico.rst
+applications/sales/point_of_sale/payment/six.rst applications/sales/point_of_sale/payment_methods/payment/six.rst
+applications/sales/point_of_sale/payment/stripe.rst applications/sales/point_of_sale/payment_methods/payment/stripe.rst
+applications/sales/point_of_sale/payment/vantiv.rst applications/sales/point_of_sale/payment_methods/payment/vantiv.rst
+applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/payment/worldline.rst
 applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst                # configuration/subscription_products --> products
 applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst                  # configuration/subscription_templates --> plans
 applications/sales/subscriptions/follow_up/automatic_alerts.rst applications/sales/subscriptions/automatic_alerts.rst                 # follow_up/* --> *