odoo-forge-bundle 0.1.0

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

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/point_of_sale.html"
+---
+
+:show-content:
+:show-toc:
+# 
+# Point of Sale
+
+With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
+a web browser, even if you are temporarily offline. Product moves are automatically registered in
+your stock, you get real-time statistics, and your data is consolidated across all shops.
+
+.. seealso::
+   - [Odoo Tutorials: Point of Sale Tutorials ](https://www.odoo.com/slides/point-of-sale-28)
+   - :doc:`IoT Boxes Documentations </applications/general/iot>`
+
+.. _pos/session-start:
+
+# Start a session
+
+From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash
+Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue
+Selling` if the session is already opened.
+
+> **note**:
+>    :doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
+   same time. However, the session can only be opened once on the same browser.
+
+.. _pos/sell:
+
+# Sell products
+
+Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
+enter the number of products using the keypad. To add a **discount** or modify the product
+**price**, click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts.
+
+Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
+**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
+:guilabel:`New Order` to move on to the next customer.
+
+.. image:: point_of_sale/pos-interface.png
+   :alt: POS session interface.
+
+> **tip**:
+>    - You can use both `,` and `.` on your keyboard as decimal separators.
+   - **Cash** is selected by default if you enter the amount without choosing a payment method.
+
+> **note**:
+>    The system can only load a limited number of products for effective opening. Click
+   :guilabel:`Search more` if the desired product is not loaded automatically.
+
+.. _pos/customers:
+
+# Set customers
+
+Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards
+<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
+<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
+<receipts-invoices/invoices>`.
+
+You can create customers from an :ref:`open POS session <pos/session-start>` by clicking
+:menuselection:`Customer --> Create`, and filling in the contact information. You can also create
+customers from the backend by going to :menuselection:`Point of Sale --> Orders --> Customers` and
+clicking :guilabel:`New`. Then, fill in the information and save.
+
+To set a customer during an order, access the list of customers by clicking :guilabel:`Customer` on
+the POS interface. You can also set a customer at the payment screen by clicking
+:guilabel:`Customer`.
+
+.. _pos/customer-notes:
+
+# Customer notes
+
+You can add **customer notes** about specific products directly from an open :ref:`POS session
+<pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used
+to track a customer's particular request, such as not wanting the product to be assembled for them.
+
+To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up
+window in which you can add or modify content for the note.
+
+> **note**:
+>    Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` are displayed
+   identically in the cart.
+
+.. image:: point_of_sale/customer-notes.png
+   :alt: Customer note button and notes (SO and POS session) on products in the cart
+
+Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
+under the related product.
+
+.. image:: point_of_sale/notes-receipt.png
+   :alt: Customer receipt with notes from an SO and from the customer note feature
+
+.. _pos/refund:
+
+# Return and refund products
+
+To return and refund a product,
+
+#. :ref:`start a session <pos/session-start>` from the **POS dashboard**;
+#. click :guilabel:`Refund` and select the corresponding order;
+#. select the product and the quantity to refund using the keypad;
+#. click :guilabel:`Refund` to go back to the previous screen;
+#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
+#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
+
+.. image:: point_of_sale/refund.png
+   :alt: refund view from a POS
+
+> **note**:
+>    - You can filter the **orders list** by :guilabel:`Receipt Number`, :guilabel:`Date` or
+     :guilabel:`Customer` using the search bar.
+   - You can also refund a product by selecting the returned product from an open session, and
+     setting a negative quantity that equals the number of returned products. To do so, click
+     :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products.
+
+Once the return payment is validated, Odoo generates the required credit note, referencing the
+original receipt or invoice and partially or fully canceling the document.
+
+.. _pos/cash-register:
+
+# Manage the cash register
+
+To add or take out cash from the register, click the **menu icon** in the upper right corner of your
+screen and :guilabel:`Cash In/Out`.
+
+.. image:: point_of_sale/menu-button.png
+   :alt: Dropdown menu to close a POS session, reach the backend, add or take cash out or check
+         orders
+
+Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`,
+enter the amount and the reason, and click :guilabel:`Confirm`.
+
+.. _pos/session-close:
+
+# Close the POS session
+
+To close your session, click the **menu icon** in the upper right corner of your screen and
+:guilabel:`Close Session`.
+
+Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve
+various information:
+
+- the number of orders made and the total amount made during the session;
+- the expected amounts grouped by payment method.
+
+Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up
+window that computes the total amount in the cash drawer depending on the coins and bills counted
+and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The
+computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are
+specified in the **Notes** section.
+
+.. image:: point_of_sale/closing-control.png
+   :alt: How to close a POS session.
+
+Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to
+the **POS dashboard**.
+
+> **note**:
+>    - To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown
+     menu.
+   - To abort, click :guilabel:`Discard` on the pop-up window.
+   - Depending on your setup, you might only be allowed to close a session if the expected cash
+     revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the
+     :guilabel:`Payments Difference` screen.
+
+> **tip**:
+>    - It is strongly advised to close your POS session at the end of each day.
+   - To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
+     Sessions`.
+
+.. toctree::
+   :titlesonly:
+
+   point_of_sale/configuration
+   point_of_sale/employee_login
+   point_of_sale/receipts_invoices
+   point_of_sale/preparation
+   point_of_sale/self_order
+   point_of_sale/combos
+   point_of_sale/shop
+   point_of_sale/restaurant
+   point_of_sale/pricing
+   point_of_sale/payment_methods
+   point_of_sale/pos_based_marketing
+   point_of_sale/online_food_delivery
+   point_of_sale/reporting

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

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+---
+title: "Rental"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/rental.html"
+---
+
+======
+# Rental
+
+The Odoo *Rental* application provides comprehensive solutions to configure and manage rentals.
+
+Send quotations, confirm orders, schedule rentals, register products when they are picked up and
+returned, and invoice customers from this single platform.
+
+.. seealso::
+   - [Odoo Rental: product page ](https://www.odoo.com/app/rental)
+   - [Odoo Tutorials: Rental ](https://www.odoo.com/slides/rental-48)
+
+.. _rental/pricing:
+
+# Dashboard
+
+Upon opening the *Rental* application, the :guilabel:`Rental Orders` dashboard is revealed.
+
+.. image:: rental/rental-orders-dashboard.png
+   :align: center
+   :alt: Example of the Rental Orders dashboard available in the Odoo Rental application.
+
+In the default kanban view, all rentals are visible. Each rental card displays the customer name,
+the price of the rental, the related sales order number, along with the status of the rental.
+
+> **note**:
+>    Rental kanban cards that do **not** display a rental status means those rentals have confirmed
+   quotations, but have not been picked up yet.
+
+On the left sidebar, the :guilabel:`Rental Status` for each rental can be found. Beneath that, the
+:guilabel:`Invoice Status` of the rentals is accessible. Clicking any option in the left sidebar
+filters the displayed rentals on the dashboard.
+
+# Settings
+
+To configure additional rental delay costs, availability of rental items, or minimum time of rental,
+navigate to :menuselection:`Rental app --> Configuration --> Settings`.
+
+.. image:: rental/rental-settings.png
+   :align: center
+   :alt: How the Settings page appears in the Odoo Rental application.
+
+In the :guilabel:`Rental` section, there are options to configure :guilabel:`Default Delay Costs`
+and :guilabel:`Default Padding Time`. There is also the option to activate :guilabel:`Rental
+Transfers` and :guilabel:`Digital Documents`.
+
+- :guilabel:`Default Delay Costs` are additional costs for late returns.
+- :guilabel:`Default Padding Time` represents the minimum amount of time between two rentals.
+- :guilabel:`Rental Transfers` means stock deliveries and receipts can be used for rental orders.
+- :guilabel:`Digital Documents` allows users to upload documents for customers to sign prior to
+   confirming their rental.
+
+In the :guilabel:`Rent Online` section, there are options to configure a :guilabel:`Minimal Rental
+Duration` and designate :guilabel:`Unavailability days`, or days during which pickup and return are
+not possible.
+
+# Rental products
+
+To view all products that can rented in the database, navigate to :menuselection:`Rentals app -->
+Products`. By default, the :guilabel:`Can be Rented` search filter appears in the search bar.
+
+Each product kanban card displays that product's name, rental price, and product image (if
+applicable).
+
+# Rental pricing
+
+To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the *Rental* app,
+then select the desired product or click :guilabel:`New` to create a new product from scratch.
+
+On the product form, ensure the :guilabel:`Can be Rented` checkbox is ticked. Then, open the
+:guilabel:`Rental prices` tab.
+
+.. image:: rental/rental-prices-tab.png
+   :align: center
+   :alt: How the Settings page appears in the Odoo Rental application.
+
+> **note**:
+>    If creating a rental product outside of the *Rental* app, just ensure the :guilabel:`Can be
+   Rented` checkbox is ticked on the product form. By default, this checkbox is ticked whenever a
+   product is created directly in the *Rental* application.
+
+## Pricing
+
+Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, designate custom rental
+prices and rental periods for the product.
+
+To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a *pricing period*
+(:dfn:`the unit of duration of the rental`) in the :guilabel:`Period` column, or create a new
+pricing period by typing in the name and clicking :guilabel:`Create`.
+
+Next, decide whether or not to apply this custom rental price to a specific :guilabel:`Pricelist`.
+
+Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`.
+
+> **note**:
+>    There is no limit to how many pricing lines can be added. Multiple pricing options for rental
+   products are typically used to give discounts for customers who agree to longer rental durations.
+
+To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, and that row is
+deleted.
+
+## Reservations
+
+Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` tab, there is the option
+to configure additional fines for any :guilabel:`Extra Hour` or :guilabel:`Extra Day` that the
+customer takes to return a rental.
+
+There is also the option to set a :guilabel:`Security Time`, expressed in hours, to make the rental
+product temporarily unavailable between two rental orders. Such a feature may prove useful if
+maintenance or cleaning is required between rentals.
+
+## Price computing
+
+Odoo always uses two rules to compute the price of a product when a rental order is created:
+
+#. Only one price line is used.
+#. The cheapest line is selected.
+
+.. exercise::
+   Consider the following rental pricing configuration for a product:
+
+   - 1 day: $100
+   - 3 days: $250
+   - 1 week: $500
+
+   A customer wants to rent this product for eight days. What price will they pay?
+
+   After an order is created, Odoo selects the second line as this is the cheapest option. The
+   customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750.
+
+.. _rental/customer-signature:
+
+# Rental orders
+
+To create a rental order in the *Rental* app, navigate to :menuselection:`Rental app --> Orders -->
+Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form to be filled in
+accordingly.
+
+.. image:: rental/rental-order.png
+   :align: center
+   :alt: Sample of a filled out rental order available in the Odoo Rental application.
+
+Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental in the
+:guilabel:`Rental period` field.
+
+To adjust the rental duration, click the first date in the :guilabel:`Rental period` field, and
+select the range of dates to represent the rental duration from the pop-up calendar form that
+appears.
+
+.. image:: rental/rental-period-field-popup.png
+   :align: center
+   :alt: Sample of a rental period calendar pop-up window in the Odoo Rental application.
+
+Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
+disappears, and the designated time period of the rental is represented in the :guilabel:`Duration`
+field.
+
+Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a
+product`, and selecting the desired rental product to add to the form.
+
+> **note**:
+>    If a rental product is added *before* the :guilabel:`Rental period` field has been properly
+   configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly.
+
+   Simply select the desired range of dates to represent the duration of the rental, then click
+   :guilabel:`Update Rental Prices` in the :guilabel:`Duration` field.
+
+   .. image:: rental/rental-update-rental-prices.png
+      :align: center
+      :alt: The update rental prices option that appears in the Odoo Rental application.
+
+   Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click
+   :guilabel:`Ok`, and Odoo recalculates the rental price accordingly.
+
+Once all the information has been entered correctly on the rental order form, click the
+:guilabel:`Send by Email` button to send the quotation to the customer, or click the
+:guilabel:`Confirm` button to confirm the order.
+
+# Customer signature
+
+Upon confirming a rental order, the :guilabel:`Sign Documents` button appears. This gives the
+ability to request the customer sign a rental agreement, outlining the arrangement between the
+company and customer, *before* they pick up the rental product(s).
+
+Such documents can ensure everything is returned on-time and in its original condition.
+
+> **important**:
+>    The :guilabel:`Sign Documents` button/option **only** appears if the :guilabel:`Digital
+   Documents` feature has been activated in the *Rental* application settings. To do so, navigate to
+   :menuselection:`Rental app --> Configuration --> Settings`, activate :guilabel:`Digital
+   Documents`, and click :guilabel:`Save`.
+
+> **note**:
+>    This feature also requires the :doc:`Sign <../productivity/sign>` app. If necessary, Odoo
+   automatically installs it after activating the :guilabel:`Digital Documents` setting.
+
+To request a customer signature on a rental agreement, select a confirmed rental order, and click
+the :guilabel:`Sign Documents` button to reveal a :guilabel:`Sign Documents` pop-up window.
+
+.. image:: rental/sign-documents-popup.png
+   :align: center
+   :alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
+
+From here, select the desired document from the :guilabel:`Document Template` field. Then, click
+:guilabel:`Sign Document`. Doing so reveals a :guilabel:`New Signature Request` pop-up window.
+
+.. image:: rental/new-signature-request-form.png
+   :align: center
+   :alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
+
+Upon confirming the information in the :guilabel:`New Signature Request` pop-up form, click
+:guilabel:`Sign Now` to initiate the signing process.
+
+A separate page is then revealed, showcasing the document to be signed, which is accessible to the
+customer via the customer portal.
+
+Odoo guides the customer through the signing process with clear, clickable indicators, and allows
+them to create electronic signatures to quickly complete the form.
+
+.. image:: rental/adopt-signature-popup.png
+   :align: center
+   :alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
+
+Once the document has been signed and completed, click the :guilabel:`Validate & Send Completed
+Document` button at the bottom of the document.
+
+.. image:: rental/validate-send-doc-button.png
+   :align: center
+   :alt: The validate and send completed document button in the Odoo Rental application.
+
+Upon clicking the :guilabel:`Validate & Send Completed Document` button, Odoo presents the option to
+download the signed document for record-keeping purposes, if necessary.
+
+.. seealso::
+   [Odoo Tutorials: Sign ](https://www.odoo.com/slides/sign-61)
+
+.. _rental/pickup-return:
+
+# Pickup products
+
+When a customer picks up the product(s), navigate to the appropriate rental order, click the
+:guilabel:`Pickup` button, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup`
+pop-up form that appears.
+
+Doing so places a :guilabel:`Picked-up` status banner on the rental order.
+
+# Return products
+
+When a customer returns the product(s), navigate to the appropriate rental order, click the
+:guilabel:`Return` button, and validate the return by clicking :guilabel:`Validate` in the
+:guilabel:`Validate a return` pop-up form that appears.
+
+Doing so places a :guilabel:`Returned` status banner on the rental order.
+
+# Print pickup and return receipts
+
+Pickup and return receipts can be printed for customers when they pick up and/or return rental
+products.
+
+To print pickup and/or return receipts, navigate to the appropriate rental order, click the
+:guilabel:`⚙️ (gear)` icon to reveal a drop-down menu.
+
+.. image:: rental/print-pickup-return-receipt.png
+   :align: center
+   :alt: The pickup and return receipt print option in the Odoo Rental application.
+
+From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select
+:guilabel:`Pickup and Return Receipt`.
+
+Odoo generates and downloads a PDF, detailing all information about the current status of the rented
+item(s).

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/amazon_connector/features.md

@@ -0,0 +1,115 @@
+---
+title: "Amazon Connector features"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/amazon_connector/features.html"
+---
+
+=========================
+# Amazon Connector features
+
+The *Amazon Connector* synchronizes orders between Amazon and Odoo, which considerably reduces the
+amount of time spent manually entering Amazon orders (from the Amazon Seller account) into Odoo. It
+also allows users to accurately keep track of Amazon sales in Odoo.
+
+# Supported features
+
+The Amazon Connector is able to:
+
+- Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and their order items, which
+  include:
+
+  - product name, description, and quantity
+  - shipping costs for the product
+  - gift wrapping charges
+
+- Create any missing partner related to an order in Odoo (contact types supported: contact and
+  delivery address).
+
+- Notify Amazon of confirmed shipment in Odoo (FBM) to get paid.
+
+- Synchronize (Odoo to Amazon) all available quantities of your products (FBM).
+
+- Support multiple seller accounts.
+
+- Support multiple marketplaces per seller account.
+
+The following table lists capabilities provided by Odoo when using the Amazon Connector:
+
++---------------------------+----------------------------+-------------------------------------+
+|                           | Fulfilled By Amazon (FBA)  | Fulfilled By Merchant (FBM)         |
++===========================+============================+=====================================+
+| **Orders**                | Synchronize shipped and    | Synchronize unshipped and cancelled |
+|                           | cancelled orders.          | orders.                             |
++---------------------------+----------------------------+-------------------------------------+
+| **Shipping**              | Shipping cost is computed  | Shipping cost is computed by Amazon |
+|                           | by Amazon, and included in | and included in the synchronized    |
+|                           | the synchronized order.    | orders.                             |
+|                           +----------------------------+-------------------------------------+
+|                           | Shipping done by Amazon.   | A delivery order is automatically   |
+|                           |                            | created in Odoo for each new order. |
+|                           |                            | Once it has been processed in Odoo, |
+|                           |                            | the status is then synchronized in  |
+|                           |                            | Amazon.                             |
++---------------------------+----------------------------+-------------------------------------+
+| **Gift Wrapping**         | Handled by Amazon.         | Cost is computed by Amazon, and     |
+|                           |                            | included in the synchronized order. |
+|                           |                            | Gift message is added on a line of  |
+|                           |                            | the order and on the delivery order.|
+|                           |                            | Then it is up to the user.          |
++---------------------------+----------------------------+-------------------------------------+
+| **Stock Management**      | Managed by Amazon, and     | Managed in Odoo Inventory app, and  |
+|                           | synchronized with a virtual| synchronized with Amazon.           |
+|                           | location to follow it in   |                                     |
+|                           | Odoo.                      |                                     |
++---------------------------+----------------------------+-------------------------------------+
+| **Delivery Notifications**| Handled by Amazon.         | Send by Amazon, based on delivery   |
+|                           |                            | status synchronized from Odoo.      |
++---------------------------+----------------------------+-------------------------------------+
+
+> **note**:
+>    The Amazon Connector is designed to synchronize the data of sales orders. Other actions, such as
+   downloading monthly fees reports, handling disputes, or issuing refunds, **must** be managed from
+   the *Amazon Seller Central*, as usual.
+
+> **warning**:
+>    As of February 19, 2024, in North American marketplaces, :abbr:`FBA (Fulfilled by Amazon)` orders
+   created with the *Amazon Connector*, do not get the customer's name passed onto the
+   sales/delivery order in Odoo. This is due to the fact that Amazon now calculates, and remits,
+   sales tax on behalf of sellers. In other words, personally identifiable customer information is
+   not transmitted to the seller any longer, after a :abbr:`FBA (Fulfilled by Amazon)` order.
+
+.. _amazon/supported-marketplaces:
+
+# Supported marketplaces
+
+If a marketplace is not listed in your Amazon marketplaces, it's possible to :ref:`add a new
+marketplace <amazon/add-new-marketplace>`.
+
++-------------------------------+
+| **North America region**      |
++===============+===============+
+| Canada        | Amazon.ca     |
++---------------+---------------+
+| Mexico        | Amazon.com.mx |
++---------------+---------------+
+| US            | Amazon.com    |
++---------------+---------------+
+
++-------------------------------+
+| **Europe region**             |
++===============+===============+
+| Germany       | Amazon.de     |
++---------------+---------------+
+| Spain         | Amazon.es     |
++---------------+---------------+
+| France        | Amazon.fr     |
++---------------+---------------+
+| UK            | Amazon.co.uk  |
++---------------+---------------+
+| Italy         | Amazon.it     |
++---------------+---------------+
+| Netherlands   | Amazon.nl     |
++---------------+---------------+
+
+.. seealso::
+   - :doc:`setup`
+   - :doc:`manage`