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[ADD] POS: how to configure and use the preparation display
task-3604858 closes #11855 X-original-commit: 2eb1dea Signed-off-by: Loredana Perazzo (lrpz) <[email protected]>
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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 requiring 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:`Preparation` 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: 90 % | ||
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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`. | ||
#. Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, `Bar`) | ||
#. Set it up: | ||
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#. :guilabel:`Point of Sale`: Select the POS that sends orders to this display. | ||
#. :guilabel:`Product categories`: Specify the POS :guilabel:`Product categories` sent to this | ||
display. | ||
#. :guilabel:`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 expected processing | ||
time. | ||
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.. image:: preparation/display-form.png | ||
:alt: preparation display set-up form | ||
:scale: 85 % | ||
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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: 85 % | ||
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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:: | ||
Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for quicker access. | ||
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Using the preparation display | ||
----------------------------- | ||
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To access the preparation display, click :guilabel:`Preparation Screen`. This interface, designed | ||
for employees, shows: | ||
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- **Stages and order count**: Displays the progress of orders across stages such as `To prepare`, | ||
`Ready`, and `Completed`, along with the number of orders in each stage. | ||
- **Ordered products by category**: Lists all items in progress, grouped by POS categories (e.g., | ||
`Drinks`, `Food`). | ||
- **Order cards**: Summarizes individual orders, including: | ||
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- Associated tables and order numbers. | ||
- Status, such as `Ready`, highlighted with the defined colors. | ||
- Waiting time, with visual indicators. | ||
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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. | ||
:scale: 80 % | ||
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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 automatically moves to the next stage 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:`Order Status Screen` to open the customer interface. This interface, | ||
designed for customers, 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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