odoo-forge-bundle 0.1.0

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

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+---
+title: "Preparation display"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/preparation.html"
+---
+
+===================
+# Preparation display
+
+The preparation display feature allows you to handle POS orders requiring preparation. Concretely,
+
+- **For retail**:  The preparation team is notified after a payment is completed at the POS to
+  gather the purchased items for customer pickup.
+- **For restaurants**: POS orders inform the kitchen of the meals to be prepared.
+
+# Configuration
+
+To enable the preparation display feature,
+
+#. Go to the :ref:`POS settings <configuration/settings>`.
+#. Scroll down to the :guilabel:`Preparation` section.
+#. Check the :guilabel:`Preparation Display` option.
+
+.. image:: preparation/preparation-setting.png
+   :alt: Setting to enable the preparation display feature
+   :scale: 90 %
+
+To create and set up a preparation display,
+
+#. Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`
+#. Click :guilabel:`New`.
+#. Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, `Bar`)
+#. Set it up:
+
+   #. :guilabel:`Point of Sale`: Select the POS that sends orders to this display.
+   #. :guilabel:`Product categories`: Specify the POS :guilabel:`Product categories` sent to this
+      display.
+   #. :guilabel:`Stages`: Define the steps required for the orders to be ready.
+
+      - Click :guilabel:`Add a line` to add a stage.
+      - Assign specific colors to each stage for clarity (optional).
+      - Define an :guilabel:`Alert timer (min)` for each stage to indicate the expected processing
+        time.
+
+.. image:: preparation/display-form.png
+   :alt: preparation display set-up form
+   :scale: 85 %
+
+> **note**:
+>    To edit a pre-existing preparation display, click the vertical ellipsis button
+   (:icon:`fa-ellipsis-v`) on the display's card and select :guilabel:`Configure`.
+
+# Practical application
+
+Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to get an overview of all
+your displays.
+
+.. image:: preparation/display-card.png
+   :alt: Kanban view of the preparation display
+   :scale: 85 %
+
+The display card shows:
+
+- The configured stages.
+- The number of orders currently :guilabel:`In progress`.
+- The :guilabel:`Average time` employees usually take to complete an order.
+
+> **tip**:
+>    Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for quicker access.
+
+## Using the preparation display
+
+To access the preparation display, click :guilabel:`Preparation Screen`. This interface, designed
+for employees, shows:
+
+- **Stages and order count**: Displays the progress of orders across stages such as `To prepare`,
+  `Ready`, and `Completed`, along with the number of orders in each stage.
+- **Ordered products by category**: Lists all items in progress, grouped by POS categories (e.g.,
+  `Drinks`, `Food`).
+- **Order cards**: Summarizes individual orders, including:
+
+  - Associated tables and order numbers.
+  - Status, such as `Ready`, highlighted with the defined colors.
+  - Waiting time, with visual indicators.
+
+> **note**:
+>    The duration indicator turns red if the elapsed time exceeds the predefined alert time.
+
+.. image:: preparation/preparation-display.png
+   :alt: the preparation display interface with orders to process.
+   :scale: 80 %
+
+To update order progress:
+
+- Click items on the order card to cross them off individually.
+- Click the order card itself to mark all items at once.
+- The card automatically moves to the next stage once every item is crossed off.
+- Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the previous stage if you
+  mistakenly sent it to the next stage.
+
+## Customer display
+
+In parallel, click :guilabel:`Order Status Screen` to open the customer interface. This interface,
+designed for customers, provides an overview of orders that are:
+
+- :guilabel:`Ready` for pickup.
+- :guilabel:`Almost there`, indicating they are taken care of.
+
+> **note**:
+>    The order number can be found at the top of the customer's receipt.

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

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+---
+title: "Cash rounding"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/pricing/cash_rounding.html"
+---
+
+=============
+# Cash rounding
+
+**Cash rounding** is required when the lowest physical denomination
+of currency, or the smallest coin, is higher than the minimum unit
+of account.
+
+For example, some countries require their companies to round up or
+down the total amount of an invoice to the nearest five cents, when
+the payment is made in cash.
+
+Each point of sale in Odoo can be configured to apply cash rounding
+to the totals of its bills or receipts.
+
+# Configuration
+
+Go to :menuselection:`Point of Sale --> Configuration --> Settings`
+and enable *Cash Rounding*, then click on *Save*.
+
+.. image:: cash_rounding/cash_rounding01.png
+    :align: center
+
+Go to :menuselection:`Point of Sale --> Configuration --> Point of
+Sale`, open the point of sale you want to configure, and enable the
+*Cash Rounding* option.
+
+To define the **Rounding Method**, open the drop-down list and click
+on *Create and Edit...*.
+
+Define here your *Rounding Precision*, *Profit Account*, and
+*Loss Account*, then save both the Rounding Method and your Point
+of Sale settings.
+
+.. image:: cash_rounding/cash_rounding02.png
+    :align: center
+
+All total amounts of this point of sale now add a line to apply the
+rounding according to your settings.
+
+.. image:: cash_rounding/cash_rounding03.png
+    :align: center
+
+> **note**:
+>    Odoo Point of Sale only supports the :guilabel:`Add a rounding line` rounding strategy.

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

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+---
+title: "Discount tags (barcode scanner)"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/pricing/discount_tags.html"
+---
+
+===============================
+# Discount tags (barcode scanner)
+
+If you want to sell your products with a discount, for a product getting
+close to its expiration date for example, you can use discount tags.
+They allow you to scan discount barcodes.
+
+> **note**:
+>    To use discount tags you will need to use a barcode scanner.
+
+# Barcode Nomenclature
+
+To use discounts tags, we need to learn about barcode nomenclature.
+
+Let's say you want to have a discount for the product with the following
+barcode:
+
+.. image:: discount_tags/discount_tags01.png
+   :align: center
+
+You can find the *Default Nomenclature* under the settings of your PoS
+interface.
+
+.. image:: discount_tags/discount_tags02.png
+   :align: center
+
+.. image:: discount_tags/discount_tags03.png
+   :align: center
+
+Let's say you want 50% discount on a product you have to start your
+barcode with 22 (for the discount barcode nomenclature) and then 50 (for
+the %) before adding the product barcode. In our example, the barcode would
+be:
+
+.. image:: discount_tags/discount_tags04.png
+   :align: center
+
+# Scan the products & tags
+
+You first have to scan the desired product (in our case, a lemon).
+
+.. image:: discount_tags/discount_tags05.png
+   :align: center
+
+And then scan the discount tag. The discount will be applied and you can
+finish the transaction.
+
+.. image:: discount_tags/discount_tags06.png
+   :align: center

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

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+---
+title: "Discounts"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/pricing/discounts.html"
+---
+
+=========
+# Discounts
+
+By offering discounts, you can entice your customers and drastically
+increase your revenue. It is vital to offer discounts, whether they are
+time-limited, seasonal or manually given.
+
+To manage discounts, Odoo has powerful features that help set up a
+pricing strategy tailored to every business.
+
+# Apply manual discounts
+
+If you seldom use discounts, applying manual ones might be the easiest
+solution for your Point of Sale.
+
+You can either apply a discount on the whole order or on specific
+products inside an order.
+
+## Apply a discount on a product
+
+From your PoS session interface, use the *Disc* button.
+
+.. image:: discounts/discounts_01.png
+   :align: center
+   :alt: View of the discount button for manual discount
+
+Then, you can input a discount over the product that is currently
+selected.
+
+## Apply a global discount
+
+To apply a discount on the whole order, go to :menuselection:`Point of
+Sales --> Configuration --> Point of Sale` and select your PoS.
+
+Once on your PoS form, select *Global Discounts*, under the *Pricing* category.
+
+.. image:: discounts/discounts_02.png
+   :align: center
+   :alt: View of the feature to enable for global discount
+
+Now, you have a new *Discount* button appearing on your PoS interface.
+
+.. image:: discounts/discounts_03.png
+   :align: center
+   :alt: View of the button to use for global discount via the pos interface
+
+Click on it and enter the wanted discount.
+
+.. image:: discounts/discounts_04.png
+   :align: center
+   :alt: View of the discount offered in the payment summary
+
+> **note**:
+>    On this example, there is a global discount of 50% as well as a specific
+   50% discount on oranges.
+
+# Apply time-limited discounts
+
+To activate time-limited discounts, you must activate the *Pricelists*
+feature. To do so, go to :menuselection:`Point of Sales -->
+Configuration --> Point of Sale` and open your PoS. Then, enable the
+pricelist feature.
+
+.. image:: discounts/discounts_05.png
+   :align: center
+   :alt: View of the pricelist feature
+
+Once activated, you must choose the pricelists you want to make
+available in the PoS and define a default one.
+
+## Create a pricelist
+
+By default, Odoo has a *Public Pricelist* configured. To create more,
+go to :menuselection:`Point of Sale --> Products --> Pricelists`. Then
+click on create.
+
+When creating a pricelist, you can set several criteria to use a
+specific price: period, min. quantity, etc. You can also decide to apply
+that pricelist on specific products or on the whole range.
+
+.. image:: discounts/discounts_06.png
+   :align: center
+   :alt: View of a time-limited pricelist for two products
+
+## Using a pricelist with the PoS interface
+
+On the PoS interface, a new button appears. Use it to select a
+pricelist.
+
+.. image:: discounts/discounts_07.png
+   :align: center
+   :alt: View of the button to use for time-limited discounts via the pos interface
+
+Click on it to instantly update the prices with the selected pricelist. Then, you can finalize the order.

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

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+---
+title: "Electronic shelf labels"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/pricing/electronic_labels.html"
+---
+
+=======================
+# Electronic shelf labels
+
+Electronic shelf labels allow you to display product information like prices and barcodes on store
+shelves and to synchronize them remotely from the backend. This removes the need to print new labels
+when product information changes.
+
+.. image:: electronic_labels/electronic-label.png
+   :alt: electronic label from Pricer
+
+> **note**:
+>    Odoo uses electronic labels from [Pricer ](https://www.pricer.com/).
+
+# Configuration
+
+## Pricer setup
+
+#. [Get in touch with Pricer ](https://www.pricer.com/contact) to create and configure your Pricer
+   account.
+#. Create your stores: one pricer store equates to one physical store.
+#. Link as many transceivers as needed to the Pricer store(s).
+#. Create the following variables to share product information between your Odoo database system and
+   Pricer. These variables act like placeholders on the label template.
+
+   - `itemId`: this holds the unique internal identifier assigned to each product
+   - `itemName`: the actual name of the product
+   - `price`: the selling price of the product, including any applicable taxes
+   - `presentation`: the template name used in Pricer for displaying the product information on the
+     label
+   - `currency`: the currency of your company (e.g., USD, EUR)
+   - `barcode`: the barcode number associated with each product
+
+   > **important**:
+>       The names for these variables must be **identical** in your Pricer database.
+
+#. Create a template named `NORMAL`. This template is used to display information on your digital
+   tags.
+
+Once your account, stores, variables, and template are configured on Pricer, you can proceed with
+the setup of your Odoo database.
+
+> **important**:
+>    The account associated with your Pricer store must have access to send API requests to Pricer.
+
+## Odoo setup
+
+As a pre-requisite, :ref:`activate <general/install>` the :guilabel:`POS Pricer` module *(technical
+name: pos_pricer)* to have all the required features to use Pricer electronic tags.
+
+.. image:: electronic_labels/pricer-module.png
+   :alt: Installing POS Pricer module from Apps
+
+Once the module is activated, configure your :ref:`pricer stores <pricer_tags/stores>` and associate
+:ref:`Pricer tags <pricer_tags/tags>` with your products.
+
+.. _pricer_tags/stores:
+
+### Pricer stores
+
+Similarly to the configuration in Pricer, you need to create one pricer store per physical location.
+To do so, go to :menuselection:`Point of Sale --> Configuration --> Pricer Stores`, click
+:guilabel:`New`, and fill in the line with the required information:
+
+- :guilabel:`Store Name`: you can put any name of your liking.
+- :guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, usually followed by
+  `-country_code`. This value is provided by Pricer.
+- :guilabel:`Pricer Login`: the login of your Pricer account.
+- :guilabel:`Pricer Password`: the password of your Pricer account.
+- :guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined on your Pricer
+  database.
+
+.. image:: electronic_labels/pricer-stores-setup.png
+   :alt: Configuring a Pricer Store
+
+> **note**:
+>    - The :guilabel:`Pricer Tags` column is updated automatically when a label is linked to a
+     product.
+   - The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are updated
+     automatically when the tags are updated.
+
+.. _pricer_tags/tags:
+
+### Pricer tags
+
+For a label to display specific product information, the label needs to be associated with the
+product. To do so:
+
+#. Open the product form by going to :menuselection:`Point of Sale --> Products --> Products` and
+   clicking :guilabel:`New` or selecting an existing product.
+
+   > **note**:
+>       If you are creating a new product, configure and save it before associating any Pricer tags.
+
+#. Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, and select the
+   corresponding :guilabel:`Pricer Store`.
+
+   .. image:: electronic_labels/pricer-product.png
+      :alt: Linking Pricer tags to products
+      :scale: 75%
+
+#. Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from the label itself or
+   scanning its barcode.
+
+   > **note**:
+>       Pricer tag IDs are composed of a letter followed by 16 digits.
+
+> **tip**:
+>    - We recommended using a barcode scanner to speed up the encoding process.
+   - When setting up Pricer with Odoo for the first time, it is recommended that you configure only
+     one product first. Before configuring more products, ensure you can display their information
+     on a Pricer tag.
+
+Now that you have a product associated with a Pricer tag, we can send its information to Pricer.
+
+## Practical application
+
+Odoo automatically sends requests to Pricer to synchronize the tags every 12 hours if you make any
+modifications to:
+
+   - Product name, price, barcode, or customer taxes
+   - Currency
+   - Associated Pricer store or Pricer tags
+
+To force the update, activate the :ref:`developer mode <developer-mode>`. Then:
+
+#. Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`.
+#. Select the desired store(s).
+#. Click :guilabel:`Update tags` to update all tags affected by changes to:
+
+   - Product name, price, barcode, or customer taxes
+   - Currency
+   - Associated Pricer store or Pricer tags
+
+Alternatively, click :guilabel:`Update all tags` to force the update of every tag, regardless of
+whether changes were made.
+
+.. image:: electronic_labels/update-all.png
+   :alt: Update all Pricer tags
+
+If Pricer has processed and accepted the request, the status field shows :guilabel:`Update
+successfully sent to Pricer`. If there is any issue, the system displays an error message.
+
+> **warning**:
+>    If a request sent to Pricer fails, Odoo still considers that the product has been updated. In
+   that case, we recommend forcing the update of all tags.
+
+## Discount labels
+
+To display a discount label on a Pricer Tag, you need to link a :doc:`pricelist <pricelists>` to the
+product variant associated with the tag.
+
+To do so, open the product variant form:
+
+#. Go to :menuselection:`Point of Sale --> Products --> Product Variants`.
+#. Select the product you want to apply a discount to.
+
+Then, set the desired pricelist:
+
+#. Go to the :guilabel:`General Information` tab.
+#. Select a pricelist in the :guilabel:`Pricer Sales Pricelist` field.
+
+Once a pricelist is set, the :guilabel:`On Sale Price` field appears, showing the :guilabel:`Sales
+Price` with the discount applied.
+
+.. image:: electronic_labels/pricer-sales-pricelist.png
+   :alt: Linking a pricelist to a product variant
+
+After updating your electronic labels, a `PROMO` tag should appear on the electronic label,
+displaying both the old, crossed-out price and the discounted price.
+
+> **note**:
+>    - Currently, pricelists that offer discounts for purchasing multiple units or derive their prices
+     from other pricelists are not supported.
+   - Assigning a pricelist to a product variant only affects the electronic label display. Scanning
+     the product at the point of sale does not automatically apply the discount.
+
+.. seealso::
+   :doc:`discounts`

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

@@ -0,0 +1,53 @@
+---
+title: "Flexible taxes (fiscal positions)"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/pricing/fiscal_position.html"
+---
+
+=================================
+# Flexible taxes (fiscal positions)
+
+When running a business, you may need to apply different taxes and record transactions on various
+accounts based on the location and type of business of your customers and providers.
+
+The **fiscal positions** feature enables you to establish rules that automatically select the right
+taxes and accounts used for each transaction.
+
+.. seealso::
+   - :doc:`../../../finance/accounting/taxes/fiscal_positions`
+   - :doc:`../../../finance/accounting/taxes`
+
+# Configuration
+
+To enable the feature, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll
+down to the :guilabel:`Accounting` section, and enable :guilabel:`Flexible Taxes`.
+
+Then, set a default fiscal position that should be applied to all sales in the selected POS in the
+:guilabel:`Default` field. You can also add more fiscal positions to choose from in the
+:guilabel:`Allowed` field.
+
+.. image:: fiscal_position/flexible-taxes-setting.png
+   :align: center
+
+According to the :doc:`fiscal localization package <../../../finance/fiscal_localizations>`
+activated, several fiscal positions are preconfigured and can be set and used in POS. However, you
+can also :ref:`create new fiscal positions <fiscal_positions/mapping>`.
+
+> **note**:
+>    If you do not set a fiscal position, the tax remains as defined in the **customer taxes** field
+   on the product form.
+
+# Use fiscal positions
+
+Open a :ref:`POS session <pos/session-start>` to use one of the allowed fiscal positions. Then,
+click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from
+the list. Doing so applies the defined rules automatically to all the products subject to the chosen
+fiscal position's regulations.
+
+.. image:: fiscal_position/set-tax.png
+   :align: center
+
+> **note**:
+>    If a default fiscal position is set, the tax button displays the name of the fiscal position.
+
+.. seealso::
+   :doc:`../../../finance/accounting/taxes/fiscal_positions`

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

@@ -0,0 +1,47 @@
+---
+title: "Loyalty programs"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale/pricing/loyalty.html"
+---
+
+================
+# Loyalty programs
+
+Encourage your customers to continue to shop at your point of sale with
+a *Loyalty Program*.
+
+# Configuration
+
+To activate the *Loyalty Program* feature, go to
+:menuselection:`Point of Sale --> Configuration --> Point of sale` and
+select your PoS interface. Under the Pricing features, select *Loyalty
+Program*
+
+.. image:: loyalty/loyalty01.png
+    :align: center
+
+From there you can create and edit your loyalty programs.
+
+.. image:: loyalty/loyalty02.png
+    :align: center
+
+You can decide what type of program you wish to use, if the reward is a
+discount or a gift, make it specific to some products or cover your
+whole range. Apply rules so that it is only valid in specific situation
+and everything in between.
+
+# Use the loyalty program in your PoS interface
+
+When a customer is set, you will now see the points they will get for
+the transaction and they will accumulate until they are spent. They are
+spent using the button *Rewards* when they have enough points
+according to the rules defined in the loyalty program.
+
+.. image:: loyalty/loyalty03.png
+    :align: center
+
+You can see the price is instantly updated to reflect the pricelist. You
+can finalize the order in your usual way.
+
+> **note**:
+>     If you select a customer with a default pricelist, it will be
+    applied. You can of course change it.