多员工管理

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.

配置

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. 点击:guilabel:保存。

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.

注解

• 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:

收银机管理：

• 锁定和解锁已打开的销售点（POS）收银机。

• 重新加载数据。

• Generate, download and print POS reports.

• Enable 局域网访问.

• Access the orders overview to search and filter orders.

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

销售交易：

• 处理标准销售交易。

• Assign customers.

• 为订单添加备注。

定价与折扣：

• 输入促销码。

其他资料

访问权限

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. 前往 设置 标签页。

3. :guilabel:`出席/PoS/制造`类别提供两个选项：

   • 在 :guilabel:` 工牌 ID` 字段中手动输入任何工牌 ID。

   • Click Generate to automatically generate a unique badge ID.

4. 点击 打印工牌 生成指定工牌 ID 的条形码。

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. 前往 设置 标签页。

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.

注解

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.

小技巧

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