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[ADD] POS: how to configure and use the preparation display
task-3604858 To add 17.2: Preparation screen and Order status screen
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content/applications/sales/point_of_sale/preparation.rst
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=================== | ||
Preparation display | ||
=================== | ||
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The preparation display feature allows you to handle POS orders that require preparation. | ||
Concretely, | ||
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- **For retail**: the preparation team is notified after a payment is completed at the POS | ||
to gather the purchased items for customer pickup. | ||
- **For restaurants**: POS orders inform the kitchen of the meals to be prepared. | ||
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Configuration | ||
============= | ||
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To enable the preparation display feature, | ||
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#. Go to the :ref:`POS settings <configuration/settings>`. | ||
#. Scroll down to the :guilabel:`Connected Devices` section. | ||
#. Check the :guilabel:`Preparation Display` option. | ||
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.. image:: preparation/preparation-setting.png | ||
:alt: Setting to enable the preparation display feature | ||
:scale: 85 % | ||
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To create and set up a preparation display, | ||
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#. Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` | ||
#. Click :guilabel:`New`. | ||
#. Name it and configure it: | ||
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#. **Related POS**: Fill in the the :guilabel:`Point of Sale` field to specify the POS that will | ||
send orders to this display. | ||
#. **Product categories**: Fill in the :guilabel:`Product categories` field with the POS product | ||
categories that will be sent to the preparation display. | ||
#. Set the stages. These are the steps the orders will have to take to be ready: | ||
#. **Stages**: Define the steps required for the orders to be ready. | ||
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- Click :guilabel:`Add a line` to add a stage. | ||
- Assign specific colors to each stage for clarity (optional). | ||
- Define an :guilabel:`Alert timer (min)` for each stage to indicate the allowed time for | ||
employees to progress an order to the next stage. | ||
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.. image:: preparation/display-form.png | ||
:alt: preparation display set-up form | ||
:scale: 75 % | ||
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.. note:: | ||
To edit a pre-existing preparation display, click the vertical ellipsis button | ||
(:icon:`fa-ellipsis-v`) on the display's card and select :guilabel:`Configure`. | ||
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Practical application | ||
===================== | ||
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Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to get an overview of all | ||
your displays. | ||
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.. image:: preparation/display-card.png | ||
:alt: Kanban view of the preparation display | ||
:scale: 90 % | ||
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The display card shows: | ||
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- The configured stages. | ||
- The number of orders currently :guilabel:`In progress`. | ||
- The :guilabel:`Average time` employees usually take to complete an order. | ||
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.. tip:: | ||
For quicker access, click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard. | ||
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Using the preparation display | ||
----------------------------- | ||
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To access the preparation display, click :guilabel:`Open Preparation Display`. This interface, | ||
designed for employees, shows: | ||
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- The stages and the number of orders at each stage. | ||
- The ordered products. | ||
- The associated tables and order numbers. | ||
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.. note:: | ||
The duration indicator turns red if the elapsed time exceeds the predefined alert time. | ||
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.. image:: preparation/preparation-display.png | ||
:alt: the preparation display interface with orders to process. | ||
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To update order progress: | ||
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- Click items on the order card to cross them off individually. | ||
- Click the order card itself to mark all items at once. | ||
- The card moves to the next stage automatically once every item is crossed off. | ||
- Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the previous stage if you | ||
mistakenly sent it to the next stage. | ||
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Customer display | ||
---------------- | ||
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In parallel, click :guilabel:`Open customer display` to open the customer interface. This | ||
interface is designed for customers and provides an overview of orders that are: | ||
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- :guilabel:`Ready` for pickup. | ||
- :guilabel:`Almost there`, indicating they are taken care of. | ||
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.. note:: | ||
The order number can be found at the top of the customer's receipt. |
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