From 15cdb3964d115bc0e14176776a183db0c129e72d Mon Sep 17 00:00:00 2001 From: Priya Date: Tue, 3 Sep 2013 16:27:16 +0530 Subject: [PATCH] [docs] pos documentation --- docs/user/accounts/docs.user.accounts.pos.md | 22 +++++-------------- .../user/setup/docs.user.setup.pos_setting.md | 21 ++++++++++++++++++ 2 files changed, 26 insertions(+), 17 deletions(-) create mode 100644 docs/user/setup/docs.user.setup.pos_setting.md diff --git a/docs/user/accounts/docs.user.accounts.pos.md b/docs/user/accounts/docs.user.accounts.pos.md index 9cb5079b6d..654a5d6dfa 100644 --- a/docs/user/accounts/docs.user.accounts.pos.md +++ b/docs/user/accounts/docs.user.accounts.pos.md @@ -16,17 +16,7 @@ You can make a Sales Invoice of type POS by checking on “Is POS”. When you c - Update Payment Details like your Bank / Cash Account, paid amount etc.
 - If you are writing off certain amount. For example when you receive extra cash as a result of not having exact denomination of change, check on ‘Write off Outstanding Amount’ and set the Account. -#### POS Settings - -POS includes advanced features to cater to different functionality, such as inventory management, CRM, financials, warehousing, etc., all built into the POS software. Prior to the modern POS, all of these functions were done independently and required the manual re-keying of information, which could lead to entry errors. - -If you are in retail operations, you want your Point of Sale to be as quick and efficient as possible. To do this, you can create a POS Setting for a user from: - -> Accounts > Point-of-Sale Setting - -Set default values as defined. - -![POS Settings](img/settings-pos-view.png) +Setup [POS Setting](docs.user.setup.pos_setting.html) #### Enable POS View @@ -34,7 +24,7 @@ Sales Invoice has 2 different interfaces, Invoice View and POS View. The current > Setup > Show/Hide Features -![POS View](img/enable-pos-view.png) +![POS View](img/pos-features-setup.png) ### Adding an Item @@ -42,11 +32,9 @@ At the billing counter, the retailer needs to select Items which the consumer bu **Select Item** - To select a product click on the Item image and add it into the cart. A cart is an area that prepares a customer for checkout by allowing to edit product information, adjust taxes and add discounts. -![POS](img/add-item-image-click.png) - **Barcode** - A Barcode is an optical machine-readable representation of data relating to the object to which it is attached. Enter Barcode in the barcode box and pause for a second. The Item will be automatically added to the cart. -![POS](img/add-item-barcode.png) +![POS](img/pos-add-item.png) > Tip: To change the quantity of an Item, enter your desired quantity in the quantity box. These are mostly used if the same Item is purchased in bulk. @@ -66,7 +54,7 @@ To remove multiple Items together, select multiple rows & click on “Del” but > Delete button appears only when Items are selected. -![POS](img/delete-item.png) +![POS](img/pos-remove-item.png) ### Make Payment @@ -76,7 +64,7 @@ After all the Items and their quantities are added into the cart, you are ready 1. Select your “Mode of Payment”. 1. Click on “Pay” button to Save the Sales Invoice. -![POS Payment](img/make-payment.png) +![POS Payment](img/pos-make-payment.png) Submit the document to finalise the record. After the Invoice is submitted, you can either print an invoice or email it directly to the customer. diff --git a/docs/user/setup/docs.user.setup.pos_setting.md b/docs/user/setup/docs.user.setup.pos_setting.md new file mode 100644 index 0000000000..8ea863bb3d --- /dev/null +++ b/docs/user/setup/docs.user.setup.pos_setting.md @@ -0,0 +1,21 @@ +--- +{ + "_label": "POS Setting" +} +--- + +#### POS Settings + +POS includes advanced features to cater to different functionality, such as inventory management, CRM, financials, warehousing, etc., all built into the POS software. Prior to the modern POS, all of these functions were done independently and required the manual re-keying of information, which could lead to entry errors. + +If you are in retail operations, you want your Point of Sale to be as quick and efficient as possible. To do this, you can create a POS Setting for a user from: + +> Accounts > Point-of-Sale Setting + +Set default values as defined. + + +![POS Setting](img/pos-setting.png) + + +> Important : If you specify a particular User, the POS setting will be applied only to that User. If the User option is left blank, the setting will be set for all users.