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[FW][IMP] POS: add information about POS categories #11007

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59 changes: 57 additions & 2 deletions content/applications/sales/point_of_sale/configuration.rst
Original file line number Diff line number Diff line change
Expand Up @@ -7,8 +7,8 @@ Configuration

.. _configuration/settings:

Access POS settings
===================
Access the POS settings
=======================

To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to
Expand Down Expand Up @@ -45,9 +45,64 @@ and select a product to open the product form. In the :guilabel:`Sales` tab, ena
.. image:: configuration/pos-available.png
:alt: Making a product available in your POS.

PoS product categories
======================

Configuration
-------------

POS product categories allow users to categorize products and get a more structured and clean
POS interface.

To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product
Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the
:guilabel:`Category Name` field.

To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A
parent category groups one or more child categories.

.. example::
.. image:: configuration/parent-categories.png
:alt: The PoS product categories grouped by parent categories

Assign PoS product categories
-----------------------------

Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to
the :guilabel:`Sales` tab and fill in the :guilabel:`Category` field under the :guilabel:`Point of
Sale` section.

.. image:: configuration/form-pos-category.png
:alt: Sales tab of a product form to add a PoS product category

Adapt the POS interface
-----------------------

Start category
~~~~~~~~~~~~~~

You can select one product category to display when :ref:`opening a POS session
<pos/session-start>`. To configure it, go to your :ref:`POS settings <configuration/settings>` and
select a PoS category from the dropdown menu of the :guilabel:`Start Category` field within the
:guilabel:`PoS Interface` section.

.. image:: configuration/start-category.png
:alt: Setting to set up the start category feature

Restrict categories
~~~~~~~~~~~~~~~~~~~

You can also limit the categories displayed on your POS interface. To achieve this, go to your
:ref:`POS settings <configuration/settings>` and choose the specific categories to display in the
:guilabel:`Restrict Categories` field within the :guilabel:`PoS Interface` section.

.. image:: configuration/restrict-category.png
:alt: Setting to set up the restrict category feature

.. toctree::
:titlesonly:

configuration/epos_printers
configuration/https
configuration/epos_ssc

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