[FW][ADD] point_of_sale: documentation for pos-based marketing

content/applications/sales/point_of_sale.rst

@@ -186,4 +186,5 @@ the **POS dashboard**.
    point_of_sale/restaurant
    point_of_sale/pricing
    point_of_sale/payment_methods
+   point_of_sale/pos_based_marketing
    point_of_sale/reporting

content/applications/sales/point_of_sale/pos_based_marketing.rst

@@ -0,0 +1,120 @@
+==================
+Marketing features
+==================
+
+Use your POS system to engage with customers directly by sending them promotional offers via email
+or WhatsApp.
+
+Storing contact details
+=======================
+
+This feature requires your customer's contact details, either their email address or phone number.
+
+- **Email addresses**: automatically collected and saved in POS orders when sending a receipt by
+  email.
+- **Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS,
+
+  #. Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills &
+     Receipts` section;
+  #. Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s).
+
+.. image:: pos_based_marketing/sms-whatsapp-enabled.png
+   :alt: setting to enable to store phone numbers when sending receipts
+
+If a customer’s contact information is missing, it will be automatically saved in POS orders when
+the receipt is sent via email, SMS, or WhatsApp.
+
+.. tip::
+   From a POS order form, navigate to the :guilabel:`Contact Info` category under the
+   :guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone
+   marketing messages.
+
+   .. image:: pos_based_marketing/standalone-marketing-from-pos.png
+      :alt: pos orders form's standalone marketing message option
+
+Email marketing
+===============
+
+To send marketing emails to your customers from POS orders,
+
+#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
+#. Select the orders;
+#. Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu.
+
+Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`.
+
+.. image:: pos_based_marketing/mail-composer.png
+   :alt: mail composer view
+   :scale: 50 %
+
+.. tip::
+   - Save some time by saving your content as a template. Click the vertical ellipsis button and
+     select your template under the :guilabel:`Insert Template` section.
+   - You can also save your content as template for later use. Click the vertical ellipsis button
+     and select :guilabel:`Save as Template`.
+
+.. note::
+   - Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results
+     in the :doc:`Email Marketing app <../../marketing/email_marketing>`.
+   - If an email address is not related to an existing customer, a new customer is automatically
+     created when sending marketing emails.
+
+.. seealso::
+   :doc:`Use the email marketing app for more advanced marketing features
+   <../../marketing/email_marketing>`.
+
+Whatsapp marketing
+==================
+
+.. _pos_based_marketing/whatsapp_config:
+
+Configuration
+-------------
+
+You first need to enable the related server action to send WhatsApp marketing messages from your POS
+using the phone numbers collected from POS orders. To do so,
+
+#. Go to the WhatsApp application;
+#. Create a new :ref:`WhatsApp template <WhatsApp/templates>`;
+#. Configure the fields:
+
+   - :guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;
+   - :guilabel:`Category` field to :guilabel:`Marketing`;
+   - :guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`.
+#. Click :guilabel:`Submit for Approval`;
+#. Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS
+   orders list view.
+
+.. image:: pos_based_marketing/whatsapp-template.png
+   :alt: approved and configured for marketing uses whatsapp template
+
+.. warning::
+   If you modify the template's content, you must request for approval again, as its status returns
+   to the :guilabel:`Draft` state.
+
+.. seealso::
+   :doc:`WhatsApp configuration <../../productivity/whatsapp>`
+
+Send WhatsApp marketing messages
+--------------------------------
+
+#. Go to :menuselection:`Point of Sale --> Orders --> Orders`;
+#. Select the orders;
+#. Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu.
+
+Doing so opens a WhatsApp message composing form. Select the desired marketing template in the
+:guilabel:`Template` field and hit :guilabel:`Send Message`.
+
+.. image:: pos_based_marketing/whatsapp-composer.png
+   :alt: whatsapp composer view
+
+.. note::
+   - To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the
+     :guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the
+     :guilabel:`Applies to` field.
+   - If the server action is displayed without a properly configured template, an error message
+     appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup
+     <pos_based_marketing/whatsapp_config>` steps.
+
+.. seealso::
+   :doc:`../../productivity/whatsapp`