Draft:Video Presentation (Dolibarr features) - TakePOS: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - TakePOS (view source)

Revision as of 20:15, 9 February 2021

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|The TakePOS Dolibarr module allows make sales from computers and mobile terminals in any type of store including bar and restaurants. Compatible with touch screens, order printers, scales...
|The TakePOS Dolibarr module allows make sales from computers and mobile terminals in any type of store including bar and restaurants. The user interface is fully compatible with touch screens, order printers, scales etc.
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|Show a stock video footage of point of sale. Rapid zoom in to the screen and show the Dolibarr TakePOS screen on it.
|Show a stock video footage of point of sale. Rapid zoom in to the screen and show the Dolibarr TakePOS screen on it.
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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, you can stay on a Generic customer.
|Choose the customer or third party. This is optional, so you can also stay with 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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|Choose a category and product.
|Choose a category and product.
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|You can modify the quantity, price and discount. On the invoice, click or tap on a line item to highlight it. If you want to change the quantity, click or tap on the “Quantity” button, enter the desired quantity and press the OK button. The quantity is now updated for the chosen line item.
|You can modify the quantity, price and discount. On the invoice, click or tap on a line item to highlight it. If you want to change the quantity, click or tap on the “Quantity” button, enter the desired quantity and press the OK button. The quantity is now updated for the chosen item.
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|Demo quantity modification.
|Demo quantity modification.
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|Similarly, you can choose a line item and setup a discount percentage for it.
|Similarly, you can choose an item and setup a discount percentage for it.
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|Demo adding discount.
|Demo adding discount.
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|You can also choose a line item and modify the price. Note that the price change apples only for this invoice and not for the product master.
|You can also choose an item and modify the price. Note that the price change apples only for this invoice and not for the product master.
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|Demo price change.
|Demo price change.
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|Show adding a product via “Not a predefined product / service”
|Show adding a product via “Not a predefined product / service”
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|Note that adding a new product in this manner does not add it to the product master. If you use the module Stock, you may also setup the module to decrease automatically the stock when a sale has been done. Stock for predefined products can be visible from TakePOS too. For more information on how to add Products and allocate Stock, please watch the tutorial videos on “Products and Services” and “Stock”.
|Note that adding a new product in this manner does not add it to the product master. If you use the module Stock, you may also setup the module to decrease the stock automatically when a sale has been completed. Stock for predefined products can be made visible on TakePOS too. For more information on how to add Products and allocate Stock, please watch the tutorial videos on “Products and Services” and “Stock”.
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|Show where we can see the stock when we add a new predefined product in TakePOS screen.
|Show where we can see the stock when we add a new predefined product in TakePOS screen.
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|Click on “Discount” and show the popup window. Add a discount amount.
|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. You can enter several different payment on the same order.
|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 payments for 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.
|Once the total paid matches the amount on the 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 payments, invoice status and the POS terminal used to generate it are saved and visible in the main Dolibarr interface as well.
|Note that the payments, invoice status and the POS terminal used to generate the invoice 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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|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
|You can also use TakePOS for a restaurant to manage tables as well as the orders for those tables. For this, navigate to the setup of the module TakePOS and enable the feature for Restaurant.
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|go into setup of module TakePOS To enable the feature for Restaurant
|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.
|You can define the map of the levels, such as floor 1, floor 2 or level 1 and level 2. You can also define the position of each table with the editor.
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|Show how to add tables
|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.
|Use the TakePOS module as usual for restaurants. 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
|Show how you can choose the level/table before making a new order
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|Transition to show the module settings page and show each settings tab.
|Transition to show the module settings page and show each settings tab.
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|For example, with TakePOS Connector you can print directly, use scales...
|For example, with TakePOS Connector, you can print directly, use scales etc.
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|Show receipt tab in TakePOS setup
|Show receipt tab in TakePOS setup
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