diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 53147c7c27..1de1d11209 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..fbed75a42f --- /dev/null +++ b/content/applications/sales/point_of_sale/preparation.rst @@ -0,0 +1,109 @@ +=================== +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:`Preparation` section. +#. Check the :guilabel:`Preparation Display` option. + +.. image:: preparation/preparation-setting.png + :alt: Setting to enable the preparation display feature + :scale: 90 % + +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: + + #. :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. + + - 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: 85 % + +.. 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: 85 % + +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:: + Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for quicker access. + +Using the preparation display +----------------------------- + +To access the preparation display, click :guilabel:`Preparation Screen`. This interface, designed +for employees, shows: + +- **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: + + - Associated tables and order numbers. + - Status, such as `Ready`, highlighted with the defined colors. + - Waiting time, with visual indicators. + +.. 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. + :scale: 80 % + +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 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. + +Customer display +---------------- + +In parallel, click :guilabel:`Order Status Screen` to open the customer interface. This interface, +designed for customers, 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..c68318bae1 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..cd3964c37a 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..e53872058d 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..5822ab9047 Binary files /dev/null and b/content/applications/sales/point_of_sale/preparation/preparation-setting.png differ