131 lines
4.0 KiB
ReStructuredText
131 lines
4.0 KiB
ReStructuredText
******
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Design
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******
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The *Sale Point Module* introduces the concepts that are required to manage
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retail sales.
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.. _model-sale.point:
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Point of Sale
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=============
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The *Point of Sale* concept is used to configure the point where sales happen.
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.. seealso::
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The Point of Sale configuration is found by opening the main menu item:
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|Sales --> Configuration --> Points of Sale|__
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.. |Sales --> Configuration --> Points of Sale| replace:: :menuselection:`Sales --> Configuration --> Points of Sale`
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__ https://demo.tryton.org/model/sale.point
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.. _model-sale.point.sale:
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Sale
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====
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The *Sale* concept registers what quantity of products are sold or returned and
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how the customer paid for them.
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Each sale, at any time, can be in one of several different states.
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A sale progress though these states until it is posted.
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Each sale is linked to a `Point <model-sale.point>` where it takes place.
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A sale is identified by a unique number that is generated automatically from
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the configured *Sequence* for the sale Point.
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It also has other general information like the date and the `Employee
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<company:model-company.employee>` who creates the order.
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The sale is made up from one, or more, sales lines.
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These lines provide information about which `Products
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<product:concept-product>` and what quantities are included in the sale.
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The total and tax amounts for a sale are derived from the prices and `Taxes
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<account:model-account.tax>` of the line's Products.
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The amount paid or reimbursed is registered using the `Payment Method
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<model-sale.point.payment.method>`.
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Once the amount to paid reaches zero, the sale is done.
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On posting the sale it generates the corresponding `Stock Moves
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<stock:model-stock.move>` for the goods and posts the corresponding `Account
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Move <account:model-account.move>`.
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.. seealso::
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Sales are found by opening the main menu item:
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|Sales --> POS Sales|__
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.. |Sales --> POS Sales| replace:: :menuselection:`Sales --> POS Sales`
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__ https://demo.tryton.org/model/sale.point.sale
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Wizards
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-------
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.. _wizard-sale.point.sale.pay:
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Pay Sale
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^^^^^^^^
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The *Pay Sale* wizard allows payments to be registered against the sale.
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If the sale is overpaid the wizard calculates the amount to return.
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Once the sale is fully paid the sale state is automatically set to done.
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.. _model-sale.point.cash.session:
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Cash Session
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============
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The *Cash Session* groups the cash payments and the transfers of a `Point of
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Sale <model-sale.point>` over a period.
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The sessions of a point of sale are a chained list that tracks the cash amount
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between each closure.
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.. seealso::
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The Cash Sessions are found by opening the main menu item:
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|Sales --> POS Cash Sessions|__
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.. |Sales --> POS Cash Sessions| replace:: :menuselection:`Sales --> POS Cash Sessions`
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__ https://demo.tryton.org/model/sale.point.cash.session
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.. _model-sale.point.payment.method:
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Payment Method
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==============
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The *Payment Method* defines the available options for paying a `Sale
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<model-sale.point.sale>`.
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A method can be set to *cash* so it will be used to return change.
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Only one method per company can be set to cash.
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.. seealso::
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Payment Methods are found by opening the main menu item:
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|Sales --> Configuration --> POS Payment Methods|__
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.. |Sales --> Configuration --> POS Payment Methods| replace:: :menuselection:`Sales --> Configuration --> POS Payment Methods`
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__ https://demo.tryton.org/model/sale.point.payment.method
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.. _model-sale.point.cash.transfer.type:
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Cash Transfer Type
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==================
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The *Transfer Type* defines the available options for transferring cash of a
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`Point of Sale <model-sale.point>`.
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.. seealso::
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Cash Transfer Types are found by opening the main menu item:
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|Sales --> Configuration --> POS Cash Transfer Types|__
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.. |Sales --> Configuration --> POS Cash Transfer Types| replace:: :menuselection:`Sales --> Configuration --> POS Cash Transfer Types`
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__ https://demo.tryton.org/model/sale.point.cash.transfer.type
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