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[ADD] POS: how to configure and use the preparation display
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task-3604858
To add 17.2: Preparation screen and Order status screen
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LoredanaLrpz committed Jan 21, 2025
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1 change: 1 addition & 0 deletions content/applications/sales/point_of_sale.rst
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Expand Up @@ -180,6 +180,7 @@ the **POS dashboard**.

point_of_sale/employee_login
point_of_sale/receipts_invoices
point_of_sale/preparation
point_of_sale/combos
point_of_sale/configuration
point_of_sale/shop
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105 changes: 105 additions & 0 deletions content/applications/sales/point_of_sale/preparation.rst
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===================
Preparation display
===================

The preparation display feature allows you to handle POS orders that require preparation.
Concretely,

- **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.

Configuration
=============

To enable the preparation display feature,

#. Go to the :ref:`POS settings <configuration/settings>`.
#. Scroll down to the :guilabel:`Connected Devices` section.
#. Check the :guilabel:`Preparation Display` option.

.. image:: preparation/preparation-setting.png
:alt: Setting to enable the preparation display feature
:scale: 85 %

To create and set up a preparation display,

#. Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`
#. Click :guilabel:`New`.
#. Name it and configure it:

#. **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.

- 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.

.. image:: preparation/display-form.png
:alt: preparation display set-up form
:scale: 75 %

.. 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`.

Practical application
=====================

Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to get an overview of all
your displays.

.. image:: preparation/display-card.png
:alt: Kanban view of the preparation display
:scale: 90 %

The display card shows:

- The configured stages.
- The number of orders currently :guilabel:`In progress`.
- The :guilabel:`Average time` employees usually take to complete an order.

.. tip::
For quicker access, click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard.

Using the preparation display
-----------------------------

To access the preparation display, click :guilabel:`Open Preparation Display`. This interface,
designed for employees, shows:

- The stages and the number of orders at each stage.
- The ordered products.
- The associated tables and order numbers.

.. note::
The duration indicator turns red if the elapsed time exceeds the predefined alert time.

.. image:: preparation/preparation-display.png
:alt: the preparation display interface with orders to process.

To update order progress:

- 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.


Customer display
----------------

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:

- :guilabel:`Ready` for pickup.
- :guilabel:`Almost there`, indicating they are taken care of.

.. note::
The order number can be found at the top of the customer's receipt.
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