diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index ded6c4b4a6..9e01df1075 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -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 diff --git a/content/applications/sales/point_of_sale/preparation.rst b/content/applications/sales/point_of_sale/preparation.rst new file mode 100644 index 0000000000..a1ea2cece6 --- /dev/null +++ b/content/applications/sales/point_of_sale/preparation.rst @@ -0,0 +1,104 @@ +=================== +Preparation display +=================== + +The preparation display feature allows you to handle POS orders requiring 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 `. +#. 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`. +#. Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, `Bar`) +#. Set it up: + + #. **Related POS**: Select the :guilabel:`Point of Sale` that will send orders to this display. + #. **Product categories**: Specify the POS :guilabel:`Product categories` that should appear on + this display. + #. **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 expected processing + time. + +.. 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, 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. diff --git a/content/applications/sales/point_of_sale/preparation/display-card.png b/content/applications/sales/point_of_sale/preparation/display-card.png new file mode 100644 index 0000000000..ae1f2d3a9a Binary files /dev/null and b/content/applications/sales/point_of_sale/preparation/display-card.png differ diff --git a/content/applications/sales/point_of_sale/preparation/display-form.png b/content/applications/sales/point_of_sale/preparation/display-form.png new file mode 100644 index 0000000000..f439ddc3aa Binary files /dev/null and b/content/applications/sales/point_of_sale/preparation/display-form.png differ diff --git a/content/applications/sales/point_of_sale/preparation/preparation-display.png b/content/applications/sales/point_of_sale/preparation/preparation-display.png new file mode 100644 index 0000000000..6c866f9ecf Binary files /dev/null and b/content/applications/sales/point_of_sale/preparation/preparation-display.png differ diff --git a/content/applications/sales/point_of_sale/preparation/preparation-setting.png b/content/applications/sales/point_of_sale/preparation/preparation-setting.png new file mode 100644 index 0000000000..81a189eca8 Binary files /dev/null and b/content/applications/sales/point_of_sale/preparation/preparation-setting.png differ