odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/point_of_sale/configuration/epos_ssc.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/configuration/epos_ssc.html"
+---
+
+.. _epos_ssc/ePOS printers:
+# 
+# Self-signed certificate for ePOS printers
+
+To work with Odoo, some printer models that can be used without an
+:doc:`IoT system </applications/general/iot>` may require :doc:`the HTTPS protocol <https>` to
+establish a secure connection between the browser and the printer. However, trying to reach the
+printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can
+temporarily :ref:`force the connection <epos_ssc/instructions>`, which allows you to reach the page
+in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open.
+
+> **warning**:
+>    The connection is lost after closing the browser window. Therefore, this method should only be
+   used as a **workaround** or as a pre-requisite for the :ref:`following instructions
+   <epos_ssc/instructions>`.
+
+.. _epos_ssc/instructions:
+
+# Generate, export, and import self-signed certificates
+
+For a long-term solution, you must generate a **self-signed certificate**. Then, export and import
+it into your browser.
+
+> **important**:
+>    **Generating** an SSL certificate should only be done **once**. If you create another
+   certificate, devices using the previous one will lose HTTPS access.
+
+.. tabs::
+
+   .. tab:: Windows 10 & Linux OS
+
+      .. tabs::
+
+         .. tab:: Generate a self-signed certificate
+
+            Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force the
+            connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to [IP address]
+            (unsafe)`.
+
+            .. figure:: epos_ssc/browser-https-insecure.png
+               :scale: 75%
+               :alt: warning page about the connection privacy on Google Chrome
+
+               Warning page on Google Chrome, Windows 10
+
+            Then, sign in using your printer credentials to access the ePOS printer settings. To
+            sign in, enter `epson` in the :guilabel:`ID` field and your printer serial number in the
+            :guilabel:`Password` field.
+
+            Click :guilabel:`Certificate List` in the :guilabel:`Authentication` section, and click
+            :guilabel:`create` to generate a new **Self-Signed Certificate**. The :guilabel:`Common
+            Name` should be automatically filled out. If not, fill it in with the printer IP address
+            number. Select the years the certificate will be valid in the :guilabel:`Validity
+            Period` field, click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the
+            printer.
+
+            The self-signed certificate is generated. Reload the page and click :guilabel:`SSL/TLS`
+            in the :guilabel:`Security` section to ensure **Selfsigned Certificate** is correctly
+            selected in the :guilabel:`Server Certificate` section.
+
+         .. tab:: Export a self-signed certificate
+
+            The export process is heavily dependent on the :abbr:`OS (Operating System)` and the
+            browser. Start by accessing your ePOS printer settings on your web browser by navigating
+            to its IP address (e.g., `https://192.168.1.25`). Then, force the connection as
+            explained in the **Generate a self-signed certificate tab**.
+
+            If you are using **Google Chrome**,
+
+            #. click :guilabel:`Not secure` next to the search bar, and :guilabel:`Certificate is
+               not valid`;
+
+               .. image:: epos_ssc/browser-warning.png
+                  :alt: Connection to the printer not secure button in Google Chrome browser.
+
+            #. go to the :guilabel:`Details` tab and click :guilabel:`Export`;
+            #. add `.crt` at the end of the file name to ensure it has the correct extension;
+            #. select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom of the
+               pop-up window;
+            #. save, and the certificate is exported.
+
+            > **warning**:
+>                Make sure that the certificate ends with the extension `.crt`. Otherwise, some
+               browsers might not see the file during the import process.
+
+            If you are using **Mozilla Firefox**,
+
+            #. click the **lock-shaped** icon on the left of the address bar;
+            #. go to :menuselection:`Connection not secure --> More information --> Security tab
+               --> View certificate`;
+
+            .. image:: epos_ssc/mozilla-not-secure.png
+               :alt: Connection is not secure button in Mozilla Firefox browser
+
+            #. scroll down to the :guilabel:`Miscellaneous` section;
+            #. click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;
+            #. save, and the certificate is exported.
+
+         .. tab:: Import a self-signed certificate
+
+            The import process is heavily dependent on the :abbr:`OS (Operating System)` and the
+            browser.
+
+            .. tabs::
+
+               .. tab:: Windows 10
+
+                  Windows 10 manages certificates, which means that self-signed certificates must be
+                  imported from the certification file rather than the browser. To do so,
+
+                  #. open the Windows File Explorer and locate the downloaded certification file;
+                  #. right-click on the certification file and click :guilabel:`Install
+                     Certificate`;
+                  #. select where to install the certificate and for whom - either for the
+                     :guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, click
+                     :guilabel:`Next`;
+                  #. on the `Certificate Store` screen, tick :guilabel:`Place all certificates in
+                     the following store`, click :guilabel:`Browse...`, and select
+                     :guilabel:`Trusted Root Certification Authorities`;
+
+                     .. image:: epos_ssc/win-cert-wizard-store.png
+
+                  #. click :guilabel:`Finish`, accept the pop-up security window;
+                  #. restart the computer to make sure that the changes are applied.
+
+               .. tab:: Linux
+
+                  If you are using **Google Chrome**,
+
+                  #. open Chrome;
+                  #. go to :menuselection:`Settings --> Privacy and security --> Security -->
+                     Manage certificates`;
+                  #. go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select
+                     the exported certification file;
+                  #. accept all warnings;
+                  #. click :guilabel:`ok`;
+                  #. restart your browser.
+
+
+                  If you are using **Mozilla Firefox**,
+
+                  #. open Firefox;
+                  #. go to :menuselection:`Settings --> Privacy & Security --> Security --> View
+                     Certificates... --> Import`;
+                  #. select the exported certification file;
+                  #. tick the checkboxes and validate;
+                  #. restart your browser.
+
+   .. tab:: Mac OS
+
+      On Mac OS, you can secure the connection for all browsers by following these steps:
+
+      #. open Safari and navigate to your printer's IP address. Doing so leads to a warning page;
+      #. on the warning page,  go to :menuselection:`Show Details --> visit this website --> Visit
+         Website`, validate;
+      #. reboot the printer so you can use it with any other browser.
+
+      To generate and export an SSL certificate and send it to IOS devices, open **Google Chrome**
+      or **Mozilla Firefox**. Then,
+
+      .. tabs::
+
+         .. tab:: Generate a self-signed certificate
+
+            Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force the
+            connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to [IP address]
+            (unsafe)`.
+
+            .. figure:: epos_ssc/browser-https-insecure.png
+               :scale: 75%
+               :alt: Warning page about the connection privacy on Google Chrome
+
+               Warning page on Google Chrome, Windows 10
+
+            Then, sign in using your printer credentials to access the ePOS printer settings. To
+            sign in, enter `epson` in the :guilabel:`ID` field and your printer serial number in the
+            :guilabel:`Password` field.
+
+            Click :guilabel:`Certificate List` in the :guilabel:`Authentication` section, and click
+            :guilabel:`create` to generate a new **Self-Signed Certificate**. The :guilabel:`Common
+            Name` should be automatically filled out. If not, fill it in with the printer IP address
+            number. Select the years the certificate will be valid in the :guilabel:`Validity
+            Period` field, click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the
+            printer.
+
+            The self-signed certificate is generated. Reload the page and click :guilabel:`SSL/TLS`
+            in the :guilabel:`Security` section to ensure **Selfsigned Certificate** is correctly
+            selected in the :guilabel:`Server Certificate` section.
+
+         .. tab:: Export a self-signed certificate
+
+            The export process is heavily dependent on the :abbr:`OS (Operating System)` and the
+            browser. Start by accessing your ePOS printer settings on your web browser by navigating
+            to its IP address (e.g., `https://192.168.1.25`). Then, force the connection as
+            explained in the **Generate a self-signed certificate tab**.
+
+            If you are using **Google Chrome**,
+
+            #. click :guilabel:`Not secure` next to the search bar, and :guilabel:`Certificate is
+               not valid`;
+
+               .. image:: epos_ssc/browser-warning.png
+                  :alt: Connection to the printer not secure button in Google Chrome
+
+            #. go to the :guilabel:`Details` tab and click :guilabel:`Export`;
+            #. add `.crt` at the end of the file name to ensure it has the correct extension;
+            #. select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom of the
+               pop-up window;
+            #. save, and the certificate is exported.
+
+            > **warning**:
+>                Make sure that the certificate ends with the extension `.crt`. Otherwise, some
+               browsers might not find the file during the import process.
+
+            If you are using **Mozilla Firefox**,
+
+            #. click the **lock-shaped** icon on the left of the address bar;
+            #. go to :menuselection:`Connection not secure --> More information --> Security tab
+               --> View certificate`;
+
+               .. image:: epos_ssc/mozilla-not-secure.png
+                  :alt: Connection is not secure button in Mozilla Firefox
+
+            #. scroll down to the :guilabel:`Miscellaneous` section;
+            #. click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;
+            #. save, and the certificate is exported.
+
+   .. tab:: Android OS
+
+      To import an SSL certificate into an Android device, first create and export it from a
+      computer. Next, transfer the `.crt` file to the device using email, Bluetooth, or USB. Once
+      the file is on the device,
+
+      #. open the settings and search for `certificate`;
+      #. click :guilabel:`Certificate AC` (Install from device storage);
+      #. select the certificate file to install it on the device.
+
+      > **Note**:
+>          The specific steps for installing a certificate may vary depending on the version of
+         Android and the device manufacturer.
+
+   .. tab:: iOS
+
+      To import an SSL certificate into an iOS device, first create and export it from a computer.
+      Then, transfer the `.crt` file to the device using email, Bluetooth, or any file-sharing
+      service.
+
+      Downloading this file triggers a warning pop-up window. Click :guilabel:`Allow` to download
+      the configuration profile, and close the second pop-up window. Then,
+
+      #. go to the **Settings App** on the iOS device;
+      #. click :guilabel:`Profile Downloaded` under the user's details box;
+      #. locate the downloaded `.crt` file and select it;
+      #. click :guilabel:`Install` on the top right of the screen;
+      #. if a passcode is set on the device, enter the passcode;
+      #. click :guilabel:`Install` on the top right of the certificate warning screen and the pop-up
+         window;
+      #. click :guilabel:`Done`.
+
+      .. image:: epos_ssc/ssl-ios-verified.png
+
+      The certificate is installed, but it still needs to be authenticated. To do so,
+
+      #. go to :menuselection:`Settings --> General --> About > Certificate Trust Settings`;
+      #. enable the installed certificate using the **slide button**;
+      #. click :guilabel:`Continue` on the pop-up window.
+
+> **important**:
+>    - If you need to export SSL certificates from an operating system or web browser that has not
+     been mentioned, search for `export SSL certificate` + `the name of your browser or operating
+     system` in your preferred search engine.
+   - Similarly, to import SSL certificates from an unmentioned OS or browser, search for `import SSL
+     certificate root authority` + `the name of your browser or operating system` in your preferred
+     search engine.
+
+# Check if the certificate was imported correctly
+
+To confirm your printer's connection is secure, connect to its IP address using HTTPS. For example,
+navigate to `https://192.168.1.25` in your browser. If the SSL certificate has been applied
+correctly, you should no longer see a warning page, and the address bar should display a padlock
+icon, indicating that the connection is secure.

package/payload/skills/odoo18-docs/references/docs/applications/sales/point_of_sale/configuration/https.md

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+---
+title: "Secure connection (HTTPS)"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/configuration/https.html"
+---
+
+=========================
+# Secure connection (HTTPS)
+
+If **Direct Devices** is enabled in a Point of Sale settings (for example, if you use an :doc:`ePos
+printer <epos_printers>`), HTTP becomes the default protocol.
+
+# Force your Point of Sale to use a secure connection (HTTPS)
+
+Add a new **key** in the **System Parameters** to force your Point of Sale to use a secure
+connection with the HTTPS protocol.
+
+To do so, activate the :ref:`developer mode <developer-mode>`, go to :menuselection:`Settings -->
+Technical --> Parameters --> System Parameters`, then create a new parameter, add the following
+values and click on *Save*.
+
+- **Key**: `point_of_sale.enforce_https`
+- **Value**: `True`
+
+.. seealso::
+   - :doc:`epos_ssc`

package/payload/skills/odoo18-docs/references/docs/applications/sales/point_of_sale/configuration/pos_iot.md

@@ -0,0 +1,60 @@
+---
+title: "IoT system connection"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/configuration/pos_iot.html"
+---
+
+=====================
+# IoT system connection
+
+To connect the POS with an :doc:`IoT system </applications/general/iot>`:
+
+#. Make sure both the Point of Sale and Internet of Things (IoT) apps are installed on your
+   database.
+#. Set up the :doc:`/applications/general/iot/iot_box` or
+   :doc:`/applications/general/iot/windows_iot`.
+#. Connect the peripheral devices to the IoT system:
+
+   .. list-table::
+      :header-rows: 1
+      :stub-columns: 1
+
+      * - Device
+        - Instructions
+      * - Printer
+        - Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or
+          to the network, and power it on. Refer to :doc:`../restaurant/kitchen_printing`.
+      * - Cash drawer
+        - The cash drawer should be connected to the printer with an RJ25 cable.
+      * - Barcode scanner
+        - The barcode scanner must end barcodes with an `ENTER` character (keycode 28) in order for
+          the barcode scanner to be compatible. This is most likely the barcode scanner's default
+          configuration.
+      * - Scale
+        - Connect the scale and power it on. Refer to :doc:`/applications/general/iot/devices/scale`.
+      * - Customer display
+        - Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS
+          (Point of Sale)` order. Refer to :doc:`/applications/general/iot/devices/screen`.
+      * - Payment terminal
+        - The connection process depends on the terminal. Refer to the :doc:`payment terminals
+          documentation </applications/sales/point_of_sale/payment_methods>`.
+
+#. :doc:`Connect the IoT system to your Odoo database </applications/general/iot/connect>`.
+#. :ref:`Access the POS settings <configuration/settings>` and select your POS, or click the
+   vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down
+   to the :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, then select the devices
+   to be used for the POS. Click :guilabel:`Save`.
+
+> **tip**:
+>    Click :guilabel:`IoT Devices` to access the list of :doc:`/applications/general/iot/devices` for
+   your POS and view their connection status. Click a card to access the device's form.
+
+.. seealso::
+   - [List of supported hardware ](https://www.odoo.com/page/point-of-sale-hardware).
+   - :doc:`IoT documentation </applications/general/iot>`
+
+.. _pos/pos_iot/connect_schema:
+
+# Setup example
+
+.. image:: pos_iot/pos-connections.png
+   :alt: A suggested configuration for a point of sale system.

package/payload/skills/odoo18-docs/references/docs/applications/sales/point_of_sale/configuration.md

@@ -0,0 +1,93 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/configuration.html"
+---
+
+:show-content:
+:show-toc:
+# 
+# Configuration
+
+.. _configuration/settings:
+
+# Access the 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:: configuration/select-pos-dropdown.png
+   :alt: Dropdown menu to select the POS in the app settings
+
+> **note**:
+>    These settings are available to users with the :doc:`access rights </applications/general/users>`
+   :guilabel:`Administration` set as :guilabel:`Settings`.
+
+You can also configure some settings 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. <employee_login>`
+- :doc:`Connect and set up an IoT sytem. <configuration/pos_iot>`
+- :doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`
+
+.. image:: configuration/toggle-settings.png
+   :alt: popup window to access quick settings in POS
+
+> **note**:
+>    These settings are available to users with the :doc:`access rights </applications/general/users>`
+   :guilabel:`Point of Sale` set as :guilabel:`Administrator`.
+
+# Make products available
+
+To make products available for sale,
+
+#. Go to :menuselection:`Point of Sale --> Products --> Products`.
+#. Select a product to open the product form.
+#. Tick the :guilabel:`Point of Sale` checkbox at the top of the form.
+
+.. image:: configuration/pos-available.png
+   :alt: Making a product available in your POS.
+
+# PoS product categories
+
+## Configuration
+
+POS product categories allow users to categorize products and get a more structured and clean
+POS interface.
+
+To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product
+Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the
+:guilabel:`Category Name` field.
+
+To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A
+parent category groups one or more child categories.
+
+.. example::
+   .. image:: configuration/parent-categories.png
+      :alt: The PoS product categories grouped by parent categories
+
+## Assign PoS product categories
+
+Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to
+the :guilabel:`Point of Sale` tab and fill in the :guilabel:`Category` field under the
+:guilabel:`Point of Sale` section with one or multiple PoS categories.
+
+.. image:: configuration/form-pos-category.png
+   :alt: Point of Sale tab of a product form to add a PoS product category
+
+## Restrict categories
+
+You can limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS
+settings <configuration/settings>` and choose the specific categories to display in the
+:guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section.
+
+.. image:: configuration/restrict-category.png
+   :alt: Setting to set up the restrict category feature
+
+.. toctree::
+   :titlesonly:
+
+   configuration/pos_iot
+   configuration/epos_printers
+   configuration/https
+   configuration/epos_ssc

package/payload/skills/odoo18-docs/references/docs/applications/sales/point_of_sale/employee_login.md

@@ -0,0 +1,75 @@
+---
+title: "Multi-employee management"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/employee_login.html"
+---
+
+=========================
+# 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
+<employee_login/use>` and :ref:`keep track of the employees involved in each order
+<employee_login/analytics>`.
+
+.. _employee_login/configuration:
+
+# Configuration
+
+:ref:`Access the POS settings <configuration/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.
+
+.. image:: employee_login/setting.png
+   :alt: setting to enable multiple cashiers in POS
+
+.. _employee_login/use:
+
+# Practical application
+
+Once the feature is activated, cashiers can log in :ref:`by scanning their badge
+<employee_login/badge>` or selecting their name from the list of allowed employees to :ref:`open the
+session <pos/session-start>`.
+
+.. image:: employee_login/open-session.png
+   :alt: window to open a session when the multiple cashiers feature is enabled
+
+To switch to another user :ref:`from an open session <pos/session-start>`, click the employee name
+at the top-right of the screen and select the employee to swap with from the list.
+
+.. image:: employee_login/switch-user.png
+   :alt: button to switch from one cashier to another.
+
+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.
+
+.. image:: employee_login/pin-and-badgeid.png
+   :alt: setting on the employee form to assign a badge ID and a PIN code.
+
+.. _employee_login/badge:
+
+## Log in using badges
+
+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`.
+
+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.
+
+.. _employee_login/analytics:
+
+# Analytics
+
+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.
+
+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.