diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 7e8248b7b0..79162e3ad9 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -175,6 +175,36 @@ the **POS dashboard**. - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> Sessions`. +.. _pos/analytics: + +Analytics +========= + +Once you :ref:`close and post the POS session `, access the comprehensive report +to review all session activities, including who initiated the session and who handled specific +orders. To access the session's report: + +#. Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card. +#. Click :guilabel:`Sessions` under the :guilabel:`View` section. +#. From that list view, you can see all the sessions and who initiated them under the + :guilabel:`Opened By` column. +#. Select a POS session to open a detailed session report. +#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that + session. +#. From that view, you can retrieve the following information: + + - The :guilabel:`Order Ref` + - The :guilabel:`Date` of the order. + - The :guilabel:`Point of Sale` where that order was made. + - The :guilabel:`Receipt Number`. + - The :guilabel:`Customer`. + - The :guilabel:`Employee` that placed this order. + - The :guilabel:`Total` paid amount. + - The order :guilabel:`Status`. + +To get an overview of all orders, regardless of the session, click the vertical ellipsis button +(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section. + .. toctree:: :titlesonly: diff --git a/content/applications/sales/point_of_sale/employee_login.rst b/content/applications/sales/point_of_sale/employee_login.rst index 6f8e0aaceb..25dc9c360a 100644 --- a/content/applications/sales/point_of_sale/employee_login.rst +++ b/content/applications/sales/point_of_sale/employee_login.rst @@ -2,74 +2,125 @@ Multi-employee management ========================= -Odoo Point of Sale allows you to manage access to a specific POS by enabling the **Multi Employees -per Session** feature. When activated, :ref:`you can select which users can log into the POS -` and :ref:`keep track of the employees involved in each order -`. +Odoo Point of Sale (POS) offers a **Multi Employees per Session** feature, allowing multiple users +to :ref:`log into a POS session `. Activating this feature enables the +following actions: -.. _employee_login/configuration: +- Select specific users who can :ref:`log into the POS `. +- :ref:`Assign basic or advanced permissions ` to these users. +- :ref:`Track the employees involved in each order for enhanced analytics `. + +.. _pos/employee_login/configuration: Configuration ============= -:ref:`Access the POS settings ` and select your POS, or click the vertical -ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then, enable -:guilabel:`Multi Employees per Session`, and add the allowed employees in the :guilabel:`Allowed -Employees` field. +Access the multi-employee setting from the :guilabel:`PoS Interface` section of the :ref:`POS +settings `. Then, + +#. Activate the :guilabel:`Multi Employees per Session` feature. +#. Add the employees with **basic POS functionality** access in the :guilabel:`Basic rights` field. +#. Add the employees with **extended POS functionalities** in the :guilabel:`Advanced rights` field. -.. image:: employee_login/setting.png +.. image:: employee_login/activate-setting.png :alt: setting to enable multiple cashiers in POS -.. _employee_login/use: +.. note:: + - Leaving the :guilabel:`Basic rights` field empty allows all employees to log in. + - Leaving the :guilabel:`Advanced rights` field empty grants extended rights to Odoo users only. + +.. tip:: + Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button on the top right corner of + a POS card and :guilabel:`Edit` to access the setting from the main POS dashboard. + +.. seealso:: + :doc:`../../general/users/access_rights` + +.. tabs:: + .. tab:: Basic rights + + Employees with basic rights can perform the following actions within the POS: + + **Session management:** + + - :ref:`Open a POS session `. + - Lock the current POS session. + - Toggle the visibility of product and category images. + + **Sales transactions:** + + - :ref:`Process standard sales transactions `. + - :ref:`Process refunds `. + - :doc:`Access and handle sales orders `. + - :ref:`Set customers `. + - Access past and current order history. + + **Pricing and discounts:** + + - Manually select another :doc:`pricelist `. + - Enter promotional codes. + - :doc:`Manually apply discounts `. + - Manually :ref:`change a product's price `. + + .. tab:: Advanced rights + + In addition to the basic rights, employees with advanced rights can also: + + - :ref:`Perform cash-in and cash-out operations `. + - Access the Odoo backend interface. + - :ref:`Close the current POS session `. + +.. _pos/employee_login/use: -Practical application -===================== +Usage guidelines +================ -Once the feature is activated, cashiers can log in :ref:`by scanning their badge -` or selecting their name from the list of allowed employees to :ref:`open the -session `. +Logging in +---------- -.. image:: employee_login/open-session.png - :alt: window to open a session when the multiple cashiers feature is enabled +Once the **Multi Employees per Session** feature is enabled, employees must log in to :ref:`open a +POS session ` and access the POS interface. They can :ref:`scan their employee +badge ` or click :guilabel:`Select Cashier` to select their name from the +list of authorized users. -To switch to another user :ref:`from an open session `, click the employee name -at the top-right of the screen and select the employee to swap with from the list. +.. image:: employee_login/log-in.png + :alt: Login window to open a session when the multiple cashiers feature is active -.. image:: employee_login/switch-user.png - :alt: button to switch from one cashier to another. +To switch between users during an :ref:`active session `, click on the currently +logged-in employee's name at the top right of the POS screen and select the user to switch to. -You can also require your employees to enter a pin code every time they log into a POS to prevent -them from logging in as someone else. To define the code, go to the **Employees** app, open the -employee form, and click the :guilabel:`HR settings` tab. Then, enter a pin code of your choice in -the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` category. +.. _pos/employee_login/badge: -.. image:: employee_login/pin-and-badgeid.png - :alt: setting on the employee form to assign a badge ID and a PIN code. +Logging in with badges +---------------------- -.. _employee_login/badge: +Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to +the employee's profile in the **Employees** module: -Log in using badges -------------------- +#. Navigate to the **Employees** module. +#. Open the form view of the specific employee. +#. Go to the :guilabel:`HR Settings` tab. +#. The :guilabel:`Attendance/Point of Sale` category offers two options: -For your employees to be able to log in by scanning their badge, they must have a badge ID assigned. -To do so, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings` -tab. Then, enter the badge ID of your choice in the :guilabel:`Badge ID` field of the -:guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`. + - Manually enter any badge ID in the :guilabel:`Badge ID` field. + - Click :guilabel:`Generate` to create a unique badge ID automatically. +#. Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID. -To switch to another user, lock the session by clicking the lock-shaped icon (:guilabel:`🔓`) at the -top-right of the screen and scan your badge. +To switch users within an open POS session using a badge, you must first lock the session. To do so, +click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`) and :guilabel:`Lock` to return to the +login screen. Then, the new employee can scan their badge to log in. -.. _employee_login/analytics: +Adding a PIN Code +----------------- -Analytics -========= +For enhanced security, employees may be forced to enter a PIN code each time they log into a POS +session. To set up a PIN code for an employee: -Once you close and post the POS session, access the comprehensive report to review all session -activities, including who initiated the session and who handled specific orders. To access the -session's report, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select -:guilabel:`Sessions` from the :guilabel:`View` section. Then, select a specific session for more -detailed information, and click the :guilabel:`Orders` button to view a list of all orders placed -during that session. +#. Navigate to the **Employees** module. +#. Open the form view of the relevant employee. +#. Go to the :guilabel:`HR Settings` tab. +#. Enter a desired numerical code in the :guilabel:`PIN Code` field of the + :guilabel:`Attendance/Point of Sale` category. -To get an overview of all orders, regardless of the session, click the vertical ellipsis button -(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section. +.. note:: + The PIN code must consist of a sequence of digits only. diff --git a/content/applications/sales/point_of_sale/employee_login/activate-setting.png b/content/applications/sales/point_of_sale/employee_login/activate-setting.png new file mode 100644 index 0000000000..81bb451b60 Binary files /dev/null and b/content/applications/sales/point_of_sale/employee_login/activate-setting.png differ diff --git a/content/applications/sales/point_of_sale/employee_login/log-in.png b/content/applications/sales/point_of_sale/employee_login/log-in.png new file mode 100644 index 0000000000..4345b4a2a3 Binary files /dev/null and b/content/applications/sales/point_of_sale/employee_login/log-in.png differ diff --git a/content/applications/sales/point_of_sale/employee_login/open-session.png b/content/applications/sales/point_of_sale/employee_login/open-session.png deleted file mode 100644 index e81e74cd09..0000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/open-session.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/pin-and-badgeid.png b/content/applications/sales/point_of_sale/employee_login/pin-and-badgeid.png deleted file mode 100644 index a0cbecf6fd..0000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/pin-and-badgeid.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/setting.png b/content/applications/sales/point_of_sale/employee_login/setting.png deleted file mode 100644 index 8d236331d7..0000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/setting.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/employee_login/switch-user.png b/content/applications/sales/point_of_sale/employee_login/switch-user.png deleted file mode 100644 index f5f3e58980..0000000000 Binary files a/content/applications/sales/point_of_sale/employee_login/switch-user.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/barcode.rst b/content/applications/sales/point_of_sale/shop/barcode.rst index a350d1fe99..74b0f61856 100644 --- a/content/applications/sales/point_of_sale/shop/barcode.rst +++ b/content/applications/sales/point_of_sale/shop/barcode.rst @@ -58,5 +58,5 @@ Log employees ------------- You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access -` to the POS and :ref:`use barcodes to log your employees in -` your POS. +` to the POS and :ref:`use barcodes to log your employees in +` your POS.