Draft:Video Presentation (Dolibarr features) - TakePOS - Revision history

Eldy at 23:54, 12 June 2023

2023-06-12T23:54:39Z

← Older revision		Revision as of 23:54, 12 June 2023
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			{{TemplateAssoEn}}
			{{Draft}}
	[[Category:Video]]		[[Category:Video]]

Eldy: /* Translation in French */

2021-04-05T10:02:29Z

Translation in French

← Older revision		Revision as of 10:02, 5 April 2021
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	=== Translation in French ===		=== Translation in French ===

	'''Video Title:''' TakePOS, Le Point de Vente de Dolibarr		'''Video Title:''' TakePOS, Le Point de Vente avec Dolibarr

	TODO		TODO

Eldy: /* Translation in French */

2021-04-05T10:02:14Z

Translation in French

← Older revision		Revision as of 10:02, 5 April 2021
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	=== Translation in French ===		=== Translation in French ===

	'''Video Title:''' TakePOS: Le Point de Vente de Dolibarr		'''Video Title:''' TakePOS, Le Point de Vente de Dolibarr

	TODO		TODO

Eldy at 10:01, 5 April 2021

2021-04-05T10:01:57Z

← Older revision		Revision as of 10:01, 5 April 2021
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	~~{{Draft}}~~
	[[Category:Video]]		[[Category:Video]]

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	\|Standard ending with text and animation.		\|Standard ending with text and animation.
	\|}		\|}

			=== Translation in French ===

			'''Video Title:''' TakePOS: Le Point de Vente de Dolibarr

			TODO


	[[Category:Video]]		[[Category:Video]]

Eldy: /* English */

2021-04-05T10:00:49Z

English

← Older revision		Revision as of 10:00, 5 April 2021
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	==Storyboard for Module TakePOS==		==Storyboard for Module TakePOS==

	=== English ==		=== English ===

	'''Video Title:''' TakePOS: Point of Sale in Dolibarr		'''Video Title:''' TakePOS: Point of Sale in Dolibarr

Eldy at 10:00, 5 April 2021

2021-04-05T10:00:37Z

← Older revision		Revision as of 10:00, 5 April 2021
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	[[Category:Video]]		[[Category:Video]]

	==~~='''~~Storyboard for Module TakePOS~~'''~~===		==Storyboard for Module TakePOS==

			=== English ==

	'''Video Title:''' TakePOS: Point of Sale in Dolibarr		'''Video Title:''' TakePOS: Point of Sale in Dolibarr

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	\|Standard ending with text and animation.		\|Standard ending with text and animation.
	\|}		\|}
	~~<br />~~
	[[Category:Video]]		[[Category:Video]]

Pradeepv: Reordering

2021-02-16T09:58:06Z

Reordering

← Older revision		Revision as of 09:58, 16 February 2021
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	\|Click on PAID. Demo the Print option.		\|Click on PAID. Demo the Print option.
	\|-		\|-
	\|You can send the invoice by email, make a return or print a gift ticket.		\|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. You can send the invoice by email, make a return or print a gift ticket.
	\|		\|
	~~\|Show this options.~~		\|Click on the Invoice name to open the Dolibarr Invoice view and show the invoice. Show the send email option.
	\|-
	~~\|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.~~
	\|
	\|Click on the Invoice name to open the Dolibarr Invoice view and show the invoice.
	\|-		\|-
	\|'''Using TakePOS for a restaurant'''		\|'''Using TakePOS for a restaurant'''

Pradeepv: Language-specific changes

2021-02-09T20:15:27Z

Language-specific changes

Eldy at 15:04, 8 February 2021

2021-02-08T15:04:31Z

← Older revision		Revision as of 15:04, 8 February 2021
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	\|Show adding a product via “Not a predefined product / service”		\|Show adding a product via “Not a predefined product / service”
	\|-		\|-
	\|Note that adding a new product in this manner does not add it to the product master. ~~Products need~~ to be ~~added via the Products and Services menu in Dolibarr~~. 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 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”.
	\|		\|
	\|~~Transition and show the Dolibarr main menu. Click on the Products and Services menu. Click on “New Product” and show~~ the product ~~creation~~ screen.		\|Show where we can see the stock when we add a new predefined product in TakePOS screen.
	\|-		\|-
	\|Global discount for the entire invoice can also be added. You can add a discount by price or discount by percentage. The discount has now been added to the invoice.		\|Global discount for the entire invoice can also be added. You can add a discount by price or discount by percentage. The discount has now been added to the invoice.
	\|		\|
	\|~~Transition back to TakePOS screen.~~ Click on “Discount” and show the popup window. Add a discount amount.		\|Click on “Discount” and show the popup window. Add a discount amount.
	\|-		\|-
	\|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 different payment on the same 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.
	\|-		\|-
	\|~~With~~ TakePOS Connector you can print directly, use scales...		\|For example, with TakePOS Connector you can print directly, use scales...
	\|		\|
	\|Show receipt tab in TakePOS setup		\|Show receipt tab in TakePOS setup

Eldy: /* Storyboard for Module TakePOS */

2021-02-08T14:59:08Z

Storyboard for Module TakePOS

← Older revision		Revision as of 14:59, 8 February 2021
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	\|Click on the button. Choose Terminal1.		\|Click on the button. Choose Terminal1.
	\|-		\|-
	\|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.
	\|		\|
	\|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.
	\|-		\|-
	\|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.
	\|		\|
	\|Enter a rounded value and click on CASH.		\|Enter a rounded value and click on CASH.
	\|-		\|-
	\|~~The~~ invoice status is modified to PAID. Click or tap on the print button to send the invoice to the printer.		\|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.
	\|		\|
	\|Click on PAID. Demo the Print option.		\|Click on PAID. Demo the Print option.
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	\|Show this options.		\|Show this options.
	\|-		\|-
	\|Note that the ~~payment and~~ invoice status are saved and visible in the main Dolibarr interface as well.		\|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.
	\|		\|
	\|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.
			\|-
			\|'''Using TakePOS for a restaurant'''
			\|
			\|
			\|-
			\|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
			\|
			\|go into setup of module TakePOS To enable the feature for Restaurant
			\|-
			\|You can define the map of the levels (floor, level1, ...) and the position of each table with the editor.
			\|
			\|Show how to add tables
			\|-
			\|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.
			\|
			\|Show how you can choose the level/table before making a new order
	\|-		\|-
	\|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.

← Older revision		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.
	\|		\|
	\|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.
	\|-		\|-
	\|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.
	\|		\|
	\|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.
	\|-		\|-
	\|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.
	\|		\|
	\|Demo quantity modification.		\|Demo quantity modification.
	\|-		\|-
	\|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.
	\|		\|
	\|Demo adding discount.		\|Demo adding discount.
	\|-		\|-
	\|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.
	\|		\|
	\|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”
	\|-		\|-
	\|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”.
	\|		\|
	\|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.
	\|-		\|-
	\|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.
	\|		\|
	\|Enter a rounded value and click on CASH.		\|Enter a rounded value and click on CASH.
	\|-		\|-
	\|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.
	\|		\|
	\|Click on PAID. Demo the Print option.		\|Click on PAID. Demo the Print option.
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	\|Show this options.		\|Show this options.
	\|-		\|-
	\|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.
	\|		\|
	\|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.
	\|		\|
	\|go into setup of module TakePOS To enable the feature for Restaurant		\|go into setup of module TakePOS To enable the feature for Restaurant
	\|-		\|-
	\|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.
	\|		\|
	\|Show how to add tables		\|Show how to add tables
	\|-		\|-
	\|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.
	\|		\|
	\|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.
	\|-		\|-
	\|For example, with TakePOS Connector you can print directly, use scales...		\|For example, with TakePOS Connector, you can print directly, use scales etc.
	\|		\|
	\|Show receipt tab in TakePOS setup		\|Show receipt tab in TakePOS setup