複数従業員管理

Odoo Point of Sale allows you to configure different access levels for employees and define which ones are authorized to log in to the POS register and switch between employees using a PIN code or an employee badge.

設定

To configure access levels for a point of sale, follow these steps:

1. Go to Point of Sale ‣ Configuration ‣ Settings and select the relevant Point of Sale.

2. Scroll down to the PoS Interface section.

3. Enable Log in with Employees.

4. 保存 をクリックします。

5. Return to the Log in with Employees setting and complete the following fields:

   • Advanced rights: Add the employees with extended POS functionality access.

   • Basic rights: Add the employees with basic POS functionality access.

   • Minimal rights: Add the employees with minimal POS functionality access.

注釈

• Leaving the Minimal rights and Basic rights fields empty allows all employees to log in.

• Leaving the Advanced rights field empty grants extended rights to Odoo users only.

Minimal rightsBasic rightsAdvanced rights

Employees with minimal rights can perform the following POS-related actions:

レジスタ管理：

• 開いているPOSレジスタをロックおよびロック解除します。

• データを再読み込み。

• Generate, download and print POS reports.

• Enable ローカルネットワークアクセス.

• Access the orders overview to search and filter orders.

• Print or reprint invoices and receipts in the orders overview.

販売打刻データ:

• 標準の販売打刻データを処理する。

• Assign customers.

• オーダにメモを追加する。

価格設定と割引:

• プロモーションコードを入力します。

参照

アクセス権

Badge configuration

Employees can log in using a badge. To configure badge-based login, assign a unique badge ID to the employee's profile in the Employees app:

1. Open the Employees app and select the relevant employee.

2. 設定タブに移動します。

3. 勤怠/POS/製造カテゴリには2つのオプションがあります:

   • バッジIDフィールドに任意のバッジIDを手動で入力します。

   • Click Generate to automatically generate a unique badge ID.

4. バッジを印刷をクリックして、割り当てられたバッジIDのバーコード表現を生成します。

PIN code setup

For enhanced security, employees can be required to enter a PIN code each time they log in to the POS register. To set up a PIN code for an employee:

1. Open the Employees app and select the relevant employee.

2. 設定タブに移動します。

3. Enter a numerical code in the PIN Code field of the Attendance/Point of Sale/Manufacturing category.

Employee login

Once the Log in with Employees setting is enabled, employees must log in to access the POS register. They can scan their employee badge, click the icon (users) to select their name from the list of authorized employees, or enter their PIN code in the Enter your PIN field.

To switch between employees from the POS register, click the currently logged-in employee's name at the top right of the POS interface and select the employee to switch to. Alternatively, click the (Lock) icon in the upper-right corner to lock the register, allowing the next employee to log in.

注釈

If a PIN code is associated with an employee, they will be asked to enter it even after scanning the badge or selecting their name.

ちなみに

In the absence of a scanner, click the icon (barcode) to scan barcodes using your device's webcam.