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task-5249192 closes odoo/documentation#15181 Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
138 lines
5.2 KiB
ReStructuredText
138 lines
5.2 KiB
ReStructuredText
=========================
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Multi-employee management
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=========================
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Odoo Point of Sale (POS) offers a **Log in with Employees** feature, allowing multiple users to
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:ref:`log into a POS session <pos/employee_login/use>`. Activating this feature enables the
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following actions:
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- Select specific users who can :ref:`log into the POS <pos/employee_login/use>`.
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- :ref:`Assign basic or advanced permissions <pos/employee_login/configuration>` to these users.
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- :ref:`Track the employees involved in each order for enhanced analytics <pos/analytics>`.
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.. _pos/employee_login/configuration:
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Configuration
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=============
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Access the multi-employee setting from the :guilabel:`PoS Interface` section of the :ref:`POS
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settings <configuration/settings>`. Then,
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#. Activate the :guilabel:`Log in with Employees` feature.
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#. Add the employees with **basic POS functionality** access in the :guilabel:`Basic rights` field.
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#. Add the employees with **extended POS functionalities** in the :guilabel:`Advanced rights` field.
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.. image:: employee_login/activate-setting.png
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:alt: setting to enable multiple cashiers in POS
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.. note::
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- Leaving the :guilabel:`Basic rights` field empty allows all employees to log in.
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- Leaving the :guilabel:`Advanced rights` field empty grants extended rights to Odoo users only.
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.. tip::
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Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button on the top right corner of
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a POS card and :guilabel:`Edit` to access the setting from the main POS dashboard.
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.. seealso::
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:doc:`../../general/users/access_rights`
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.. tabs::
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.. tab:: Basic rights
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Employees with basic rights can perform the following actions within the POS:
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**Session management:**
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- :ref:`Open a POS session <pos/session-start>`.
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- :ref:`Perform cash-in and cash-out operations <pos/cash-register>`.
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- Lock the current POS session.
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**Sales transactions:**
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- :ref:`Process standard sales transactions <pos/sell>`.
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- :ref:`Process refunds <pos/refund>`.
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- :doc:`Access and handle sales orders <shop/sales_order>`.
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- :ref:`Set customers <pos/customers>`.
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- Access past and current order history.
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**Pricing and discounts:**
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- Manually select another :doc:`pricelist <pricing/pricelists>`.
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- Enter promotional codes.
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- :doc:`Manually apply discounts <pricing/discounts>`.
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- Manually :ref:`change a product's price <pos/sell>`.
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- Switch between :doc:`fiscal positions <pricing/fiscal_position>`.
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.. tab:: Advanced rights
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In addition to the basic rights, employees with advanced rights can also:
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- Access the Odoo backend interface.
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- Create products.
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- :ref:`Close the current POS session <pos/session-close>`.
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.. note::
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An employee with advanced POS rights who is not a database user cannot access the backend.
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.. _pos/employee_login/use:
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Usage guidelines
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================
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Logging in
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----------
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Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open a POS
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session <pos/session-start>` and access the POS interface. They can :ref:`scan their employee badge
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<pos/employee_login/badge>`, click the :icon:`fa-users` icon (:guilabel:`users`) to select their
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name from the list of authorized users, or by entering :ref:`their PIN code
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<pos/employee_login/pin>` in the :guilabel:`Enter your PIN` field.
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.. image:: employee_login/log-in.png
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:alt: Login window to open a session when the multiple cashiers feature is active
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To switch between users during an :ref:`active session <pos/session-start>`, click on the currently
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logged-in employee's name at the top right of the POS screen and select the user to switch to.
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.. tip::
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In the absence of a scanner, click the :icon:`fa-barcode` icon (:guilabel:`barcode`) to scan
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barcodes using the webcam.
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.. _pos/employee_login/badge:
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Logging in with badges
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----------------------
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Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to
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the employee's profile in the **Employees** module:
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#. Navigate to the **Employees** module.
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#. Open the form view of the specific employee.
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#. Go to the :guilabel:`Settings` tab.
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#. The :guilabel:`Attendance/Point of Sale/Manufacturing` category offers two options:
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- Manually enter any badge ID in the :guilabel:`Badge ID` field.
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- Click :guilabel:`Generate` to create a unique badge ID automatically.
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#. Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID.
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To switch users within an open POS session using a badge, you must first lock the session. To do so,
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click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to the login screen. Then, the new
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employee can scan their badge to log in.
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.. _pos/employee_login/pin:
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Adding a PIN Code
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-----------------
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For enhanced security, employees may be forced to enter a PIN code each time they log into a POS
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session. To set up a PIN code for an employee:
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#. Navigate to the **Employees** module.
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#. Open the form view of the relevant employee.
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#. Go to the :guilabel:`Settings` tab.
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#. Enter a desired numerical code in the :guilabel:`PIN Code` field of the
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:guilabel:`Attendance/Point of Sale/Manufacturing` category.
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.. note::
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The PIN code must consist of a sequence of digits only.
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