多员工管理¶

Odoo 销售点允许您为员工配置不同的访问级别，并定义哪些员工有权登录 POS 收银台，以及使用 PIN 码或员工徽章在员工之间切换。

配置¶

要为销售点配置访问级别，请按以下步骤操作：

转到销售点 ‣ 配置 ‣ 设置，然后选择相关的销售点。
向下滚动到 POS 界面部分。
Enable Log in with Employees and add employees to the following categories, ordered from least rights to most rights:
- Supervised
- Restrictive
- Cashier
- Manager
点击保存。

注解

When Log in with Employees is enabled, only employees added to the Supervised, Restrictive, Cashier, or Manager categories can log in to the POS register.
POS managers can only be added to the Manager category.

The following table lists actions that are performed in the POS header or in the POS launch screen:

动作	Supervised	Restrictive	Cashier	Manager
Lock and unlock an open POS register	✓	✓	✓	✓
Open the POS register	✕	✕	✓	✓
Perform cash-in and cash-out operations	✕	✕	✓	✓
Close the current POS register	✕	✕	✕	✓
Access the orders overview to search and filter orders	✓	✓	✓	✓
Print or reprint invoices and receipts in the orders overview	✕	✓	✓	✓
Edit the payments of paid orders in the orders overview	✕	✕	✕	✓
Reload data	✓	✓	✓	✓
Enable Local Network Access	✓	✓	✓	✓
Open the customer display	✕	✓	✓	✓
Install the POS Progressive Web App	✕	✕	✓	✓
Create products	✕	✕	✕	✓
Print POS session reports	✕	✕	✕	✓
Access the Odoo backend interface	✕	✕	✕	✓

注解

Only the logged-in database user can go to the backend from the POS register.

The following table lists actions related to sales transactions that are performed in the POS register:

动作	Supervised	Restrictive	Cashier	Manager
Apply presets to orders	✓	✓	✓	✓
Add products to orders and set product quantities	✓	✓	✓	✓
Add notes to orders	✓	✓	✓	✓
Process standard sales transactions	✕	✓	✓	✓
Assign customers	✕	✓	✓	✓
Create and edit customers	✕	✕	✓	✓
View product information	✓	✓	✓	✓
Favorite products and view product margins and costs	✕	✕	✓	✓
Reorganize the product selector	✕	✕	✓	✓
Edit products	✕	✕	✕	✓
Update restaurant orders that have been sent to the kitchen	✕	✓	✓	✓
Process refunds	✕	✕	✓	✓
Settle sales orders from the POS interface	✕	✕	✓	✓
Cancel orders	✕	✕	✓	✓
Generate invoices from the POS register	✕	✓	✓	✓
Split bills	✕	✕	✓	✓
Use the Customer Account payment method	✕	✕	✓	✓
Scan barcodes	✓	✓	✓	✓

The following table lists pricing-related actions that are performed in the POS register:

动作	Supervised	Restrictive	Cashier	Manager
Select a pricelist	✕	✕	✓	✓
Apply discounts	✕	✕	✓	✓
Change a product’s price	✕	✕	✓	✓
Switch between fiscal positions	✕	✕	✓	✓
Give loyalty program’s rewards	✕	✕	✓	✓
Use gift cards and eWallets	✕	✕	✓	✓

注解

The following table lists actions related to bookings that are performed in the Booking POS interface:

动作	Supervised	Restrictive	Cashier	Manager
Reschedule bookings and update booking stages	✓	✓	✓	✓
Create, edit, and cancel bookings	✕	✕	✓	✓

员工可以使用徽章登录。要配置基于徽章的登录，请在员工应用中为员工的个人资料分配唯一的徽章 ID：

为了提高安全性，可以要求员工每次登录 POS 收银台时输入 PIN 码。要为员工设置 PIN 码：

启用使用员工登录设置后，员工必须登录才能访问 POS 收银台。他们可以扫描员工徽章，点击图标（用户）从授权员工列表中选择自己的姓名，或在输入您的 PIN 字段中输入其 PIN 码。

要在 POS 收银台中切换员工，请点击 POS 界面右上角当前已登录员工的姓名，然后选择要切换到的员工。或者，点击右上角的（锁定）图标以锁定收银台，让下一位员工登录。

注解

如果员工关联了 PIN 码，则即使扫描了徽章或选择了姓名，也会要求其输入 PIN 码。

小技巧