销售点

使用**Odoo POS**,轻松经营您的商店和餐馆。该应用程序可在任何装有网络浏览器的设备上运行,即使您暂时处于离线状态。产品移动会自动登记到您的库存中,您可以获得实时统计数据,所有店铺的数据都会整合在一起。

开始会话

From the POS dashboard, click New Session, and at the Opening Cash Control screen, click Open Session to start a POS session, or click Continue Selling if the session is already opened.

注解

多个用户 可以同时登录到同一个会话。但是,会话只能在同一浏览器上打开一次。

销售产品

点击产品将其添加到购物车。要更改**数量**,请点击:guilabel:数量,然后使用键盘输入产品数量。要添加**折扣**或修改产品**价格**,请分别点击 折扣价格,并输入金额。

订单完成后,点击 付款 结账。选择**付款方式**,输入收到的金额,然后点击 验证。点击 新订单,进入下一个客户。

POS 会话界面。

小技巧

  • 您可以同时使用`,`和`.`在键盘上显示为十进制分隔符。

  • 如果输入金额时未选择付款方式,则默认选择**现金**。

注解

系统只能加载有限数量的产品以便有效打开。如果所需产品未自动加载,请单击 搜索更多

设置客户

收集客户的忠诚度积分并给予奖励,自动应用 指定价目表,或 :ref:` 生成并打印发票 <receipts-invoices/invoices>`,都需要注册客户。

You can create customers from an open POS session by clicking Customer ‣ Create, and filling in the contact information. You can also create customers from the backend by going to Point of Sale ‣ Orders ‣ Customers and clicking New. Then, fill in the information and save.

To set a customer during an order, access the list of customers by clicking Customer on the POS interface. You can also set a customer at the payment screen by clicking Customer.

Customer notes

You can add customer notes about specific products directly from an open POS session. 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 Customer Note on the pad. Doing so opens a pop-up window in which you can add or modify content for the note.

注解

Product notes from an imported SO are displayed identically in the cart.

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.

Customer receipt with notes from an SO and from the customer note feature

退货和退款

To return and refund a product,

  1. start a session from the POS dashboard;

  2. click Refund and select the corresponding order;

  3. select the product and the quantity to refund using the keypad;

  4. click Refund to go back to the previous screen;

  5. once the order is completed, click Payment to proceed to the refund;

  6. click Validate and New Order to move on to the next customer.

refund view from a POS

注解

  • 您可以使用搜索栏,按 收据编号、:guilabel:`日期`或 :guilabel:`客户`筛选**订单列表**。

  • 您也可以通过已开启的会话中选择退回的产品,并设置与退回产品数量相等的负数数量,以对产品进行退款。要执行此操作,请点击 数量+/-,然后点击退回产品数量。

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.

管理收银机

要从收银机中添加或取出现金,请点击屏幕右上角的**菜单图标**,然后 现金存入/取出

用于关闭 POS 会话、进入后端、添加或取出现金,或检查订单的下拉菜单

您可以在弹出的窗口中选择 存入现金取出现金,输入金额和原因,然后点击 确认

关闭 PoS 会话

To close your session, click the menu icon in the upper right corner of your screen and Close Session.

Doing so opens the 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 Confirm or Discard to close the window. The computed amount is set in the Counted column, and the Money Details are specified in the Notes section.

如何结束销售点会话。

Once you are done controlling the amounts, click Close Session to close and go back to the POS dashboard.

注解

  • To reach the backend without closing the session, click Backend on the dropdown menu.

  • To abort, click 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 Ok on the Payments Difference screen.

小技巧

  • It is strongly advised to close your POS session at the end of each day.

  • To look at all your previous sessions, go to Point of Sale ‣ Orders ‣ Sessions.