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Draft:Video Presentation (Dolibarr features) - TakePOS: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - TakePOS (view source)
Revision as of 14:59, 8 February 2021
, 5 years ago→Storyboard for Module TakePOS
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|Click on the button. Choose Terminal1. | |Click on the button. Choose Terminal1. | ||
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|Choose the customer or third party. This is optional. | |Choose the customer or third party. This is optional, you can stay on a Generic customer. | ||
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|Click on the button and choose a third party. | |Click on the button and choose a third party. | ||
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|Transition back to TakePOS screen. Click on “Discount” and show the popup window. Add a discount amount. | |Transition back to TakePOS screen. Click on “Discount” and show the popup window. Add a discount amount. | ||
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|The invoice is now ready for payment. Click or tap on the “Payment” button and enter the payment amount as paid. The “Excess Received” is clearly shown. Now, click or tap on the appropriate payment method. | |The invoice is now ready for payment. Click or tap on the “Payment” button and enter the payment amount as paid. The “Excess Received” is clearly shown. Now, click or tap on the appropriate payment method. You can enter several different payment on the same order. | ||
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|Enter a rounded value and click on CASH. | |Enter a rounded value and click on CASH. | ||
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| | |Once payment match the amount of invoice, the invoice status is modified to PAID. Click or tap on the print button to send the invoice to the printer. | ||
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|Click on PAID. Demo the Print option. | |Click on PAID. Demo the Print option. | ||
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|Show this options. | |Show this options. | ||
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|Note that the | |Note that the payments, invoice status and the POS terminal used to generate it are saved and visible in the main Dolibarr interface as well. | ||
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|Click on the Invoice name to open the Dolibarr Invoice view and show the invoice. | |Click on the Invoice name to open the Dolibarr Invoice view and show the invoice. | ||
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|'''Using TakePOS for a restaurant''' | |||
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|You can use TakePOS also for a restaurant to manage to table of the order. For this, go into setup of module TakePOS To enable the feature for Restaurant | |||
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|go into setup of module TakePOS To enable the feature for Restaurant | |||
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|You can define the map of the levels (floor, level1, ...) and the position of each table with the editor. | |||
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|Show how to add tables | |||
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|Use TakePOS as usual. The difference is that you can choose a table when you take an order. And come back later to finish the invoice. | |||
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|Show how you can choose the level/table before making a new order | |||
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|There are plenty of other features that can be enabled from the setup. You can configure the number of terminals, format of the receipts that are generated as well as the banking and settlement parameters for each terminal. | |There are plenty of other features that can be enabled from the setup. You can configure the number of terminals, format of the receipts that are generated as well as the banking and settlement parameters for each terminal. | ||