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[IMP] pos/combos: update Product Combos pages 19.0
task-5177216 closes odoo/documentation#15889 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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@@ -39,7 +39,6 @@ This hardware can be connected directly or through an :doc:`IoT system <../gener
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point_of_sale/employee_login
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point_of_sale/preparation
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point_of_sale/self_order
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point_of_sale/combos
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point_of_sale/shop
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point_of_sale/restaurant
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point_of_sale/pricing
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@@ -1,63 +0,0 @@
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==============
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Product combos
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==============
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The **Product Combos** feature allows users to define and manage combination options for a single
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product.
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In the context of a restaurant, the feature enables users to create multiple-choice menus. For
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example, a user can define a main dish and specify various options for sides, drinks, or desserts
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that customers can combine with the main dish.
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In retail, this feature allows you to create a product set with multiple products to choose from and
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combine.
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.. _pos/combos/configuration:
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Configuration
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=============
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First, you need to create combination choices. To do so:
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#. Go to :menuselection:`Point of Sale --> Products --> Product Combos` and click :guilabel:`New`.
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#. Name your combo and add the products you want customers to choose from by clicking :guilabel:`Add
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a line`. You can also include an extra price for each option in the :guilabel:`Extra Price`
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column.
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.. note::
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As a reference, the selected product's original price is displayed in the :guilabel:`Original
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Price` column.
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.. image:: combos/combo-form.png
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:scale: 75%
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Second, you need to create a specific product to gather combo choices. To do this:
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#. Go to :menuselection:`Point of Sale --> Products --> Products` and click :guilabel:`New`.
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#. Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the :guilabel:`General
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Information` tab.
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.. note::
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The sales price of the combo product is fixed and does not vary based on the individual prices
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of included items or the quantity of items in the combo. The combo product price is only
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affected by the extra price optionally defined at the combo choice creation or if a variant of
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one of the items has a specified extra price.
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#. Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and select the
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combinations to add. You can also create a new combination at this step by clicking
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:guilabel:`New` on the popup window.
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.. image:: combos/combo-product-form.png
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:scale: 75%
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Once you have created and added the combo choices into a product, you can sell combos in your retail
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store or restaurant.
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Practical application
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=====================
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:ref:`Access the POS register <pos/use/open-register>` and select the combo product. Choose the
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options and click :guilabel:`Add to order`. As a reminder, the extra price appears under the related
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choices.
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.. image:: combos/combo-select.png
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:scale: 75%
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@@ -1,3 +1,5 @@
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.. _pos/products/products:
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========
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Products
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========
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@@ -15,6 +17,9 @@ To update an existing product from the POS register, long-click a product to ope
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pop-up, and click :guilabel:`Edit`. Change the necessary product details and click :guilabel:`Save`
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to return to the POS register.
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.. seealso::
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`Product creation (video tutorial) <https://youtu.be/b5eVusXHEvg?si=Xn3EBMmRfJ35mqyu>`_
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POS product categories
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======================
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@@ -37,3 +42,96 @@ Once POS product categories are created, assign them to specific products:
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To limit the categories displayed on the POS register, navigate to the :ref:`POS settings
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<pos/use/settings>` and select the relevant categories in the :guilabel:`Restrict Categories` field
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under the :guilabel:`Product & PoS categories` section.
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.. _pos/products/combos:
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Product combos
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==============
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A product combo is a bundle of multiple products sold together as a unit. Each product combo
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consists of multiple categories, known as :ref:`combo choices <pos/products/combo-choices>`, and
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each combo choice contains several items. When purchasing a product combo, customers can select one
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or more items from each combo choice.
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.. example::
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A burger menu is offered as a product combo including three combo choices: one burger, one
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drink, and one portion of fries. For each combo choice, customers select one item from the
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available options (e.g., cheeseburger or chicken burger; soda or water; regular or large fries).
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.. seealso::
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`Product combos (video tutorial) <https://youtu.be/H8e2CakLhaQ?si=yjPbvYkj00K7OP3q>`_
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.. _pos/products/combo-choices:
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Combo choice creation
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---------------------
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To create the combo choices that will be added to the :ref:`product combo
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<pos/products/combo-creation>`, follow the next steps:
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#. Go to :menuselection:`Point of Sale --> Products --> Combo Choices` and click :guilabel:`New`.
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#. Enter a name for the :guilabel:`Combo Choice`.
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#. Set the maximum selectable items for the combo choice using the :guilabel:`Maximum items` field.
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#. Set the number of items included in the combo choice using the :guilabel:`Includes items` field.
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#. Click :guilabel:`Add a line` under the :guilabel:`Options` section to add the products that
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constitute the :guilabel:`Combo Choices`.
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#. If needed, click a product to add an :guilabel:`Extra Price`.
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.. admonition:: Combo Price vs. Extra Price
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- The :guilabel:`Combo Price` field shows the price applied to any additional product a customer
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might select (i.e., when the :guilabel:`Maximum items` field is set to `2` or higher). This
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price is automatically calculated based on the price of the least expensive product defined in
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the :guilabel:`Combo Choice`.
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- The :guilabel:`Extra Price` field is used to set an additional charge for a specific product in
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the combo choice, e.g., to cover higher costs or encourage upselling. This extra price is
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applied each time a customer selects that product within the combo choice.
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.. _pos/products/combo-creation:
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Product combo creation
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----------------------
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To create a specific product that contains :ref:`combo choices <pos/products/combo-choices>`,
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follow the next steps:
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#. Go to :menuselection:`Point of Sale --> Products --> Products` and click :guilabel:`New`.
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#. Enter a product name.
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#. Set the :guilabel:`Product Type` to :guilabel:`Combo` and select the relevant :ref:`Combo
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Choices <pos/products/combo-choices>`.
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#. Add a :guilabel:`Sales Price`.
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#. Optionally, click the :guilabel:`Point of Sale` tab to select the preferred :guilabel:`Category`.
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.. seealso::
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:doc:`/applications/sales/sales/products_prices/products/variants`
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.. _pos/products/combo-application:
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Combo application
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-----------------
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To apply combos, follow these steps:
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#. Open the :ref:`POS register <pos/use/open-register>`.
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#. Click the desired product combo, and select the preferred items for each combo choice.
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#. Click :guilabel:`Add to order`.
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#. Continue with the order process.
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.. note::
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The total price of the product combo, as displayed in the :ref:`POS register
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<pos/use/open-register>`, is based on the :guilabel:`Sales Price` defined on the :ref:`product
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combo's form <pos/products/combo-creation>`. Selecting several products in the combo choices and
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selecting a product with an :guilabel:`Extra Price` influences the total price.
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.. example::
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The :guilabel:`Office Combo` has a :guilabel:`Sales Price` of **300** € and offers a
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selection of chairs and desks. The combo choice for chairs includes a conference chair, an
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office chair, and an armchair with a maximum selectable amount set to 2. The :guilabel:`Combo
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Price` for the chair combo choice is **35** € per added item because the conference chair is
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the least expensive product. The armchair has an :guilabel:`Extra Price` of **100** € because
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it is made of leather. Selecting the conference chair with the armchair increases the price
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of the :guilabel:`Office Combo` to **435** €. Thus, selecting the armchair adds **35** €
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(:guilabel:`Combo Price`) + **100** € (:guilabel:`Extra Price`).
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.. image:: products/office-combo.png
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:scale: 60%
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@@ -136,8 +136,8 @@ Once the media is selected, click :guilabel:`Add`.
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Product combos
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--------------
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:doc:`Product combinations </applications/sales/point_of_sale/combos>` allow users to configure a
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set of related products to buy as a bundle. To :ref:`configure combos <pos/combos/configuration>`,
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:ref:`Product combinations <pos/products/combos>` allow users to configure a
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set of related products to buy as a bundle. To :ref:`configure combos <pos/products/combo-choices>`,
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go to :menuselection:`Website --> eCommerce --> Combo Choices`. Once finished and published,
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customers can choose the combo when adding the product to the cart. Depending on the configuration,
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certain items may incur an additional charge.
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@@ -98,3 +98,4 @@ applications/sales/sales/products_prices/alternative_products.rst applications/w
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applications/sales/point_of_sale/configuration/https.rst applications/sales/point_of_sale/configuration.rst
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applications/sales/point_of_sale/receipts_invoices.rst applications/sales/point_of_sale/use/pos_invoices.rst # receipts_invoices renamed because of content move
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applications/sales/point_of_sale/pos_based_marketing.rst applications/sales/point_of_sale.rst # page deleted only info kept is contact details storage and is available on the pos homepage
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applications/sales/point_of_sale/combos.rst applications/sales/point_of_sale/products.rst
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