[IMP] Lunch: Update management
closes odoo/documentation#13682
X-original-commit: 414580abec
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
@@ -2,7 +2,7 @@
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Lunch management
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================
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In Odoo's *Lunch* application, it is required to have someone manage the orders, vendors, and
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In Odoo's **Lunch** application, it is required to have someone manage the orders, vendors, and
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products. In addition, someone must be responsible for the orders, and notifying employees when
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their orders have arrived. This can be the same person.
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@@ -11,16 +11,16 @@ Orders can be :ref:`cancelled <lunch/cancel>`, :ref:`sent to the vendor <lunch/s
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<lunch/notify>`, either from the :ref:`Today's Orders <lunch/todays-orders>` dashboard, or the
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:ref:`Control Vendors <lunch/control_vendors>` dashboard.
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To manage the *Lunch* app, users need the appropriate :guilabel:`Administrator` rights. These can be
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set by navigating to the :menuselection:`Settings app` and selecting :guilabel:`Manage Users`. Then,
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click on the desired user to view their access rights.
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To manage the **Lunch** app, users need the appropriate :guilabel:`Administrator` rights. These can
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be set by navigating to the :menuselection:`Settings app` and selecting :guilabel:`Manage Users`.
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Then, click on the desired user to view their access rights.
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For more information on access rights, refer to the :doc:`Access rights
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<../../general/users/access_rights/>` documentation.
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.. note::
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Only users with administration rights are able to view the :guilabel:`Manager` and
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:guilabel:`Configuration` menus in the *Lunch* application.
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:guilabel:`Configuration` menus in the **Lunch** application.
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.. _lunch/todays-orders:
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@@ -47,7 +47,6 @@ The following information appears in the list:
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multi-company database.
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.. image:: management/today.png
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:align: center
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:alt: The list that appears in the Today's Orders dashboard, with the filters and top column
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names highlighted.
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@@ -56,19 +55,18 @@ The following information appears in the list:
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Cancel orders
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-------------
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All users can cancel an order, not just managers of the *Lunch* app.
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All users can cancel an order, not only managers of the **Lunch** app.
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To cancel an order from a vendor, individual products **must** be cancelled one at a time.
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On the :guilabel:`Today's Orders` dashboard, a :guilabel:`✖️ Cancel` button is shown at the
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far-right of each product line that can be cancelled. Click the :guilabel:`✖️ Cancel` button to
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cancel the order for that individual product.
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On the :guilabel:`Today's Orders` dashboard, a :icon:`fa-times` :guilabel:`Cancel` button is shown
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at the far-right of each product line that can be cancelled. Click the :icon:`fa-times`
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:guilabel:`Cancel` button to cancel the order for that individual product.
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.. note::
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Only products with a red :guilabel:`Status` tag of :guilabel:`Ordered` can be cancelled.
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.. image:: management/cancel.png
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:align: center
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:alt: Order lines with the cancel button highlighted.
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.. _lunch/send-orders:
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@@ -76,7 +74,7 @@ cancel the order for that individual product.
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Send orders
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-----------
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The first step in managing the *Lunch* app is to send the orders to the vendors.
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The first step in managing the **Lunch** app is to send the orders to the vendors.
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When orders are ready to be sent, the manager responsible for sending orders **must** send the
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orders to the vendor, outside of the database (call, online order, etc.).
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@@ -86,11 +84,10 @@ next to each vendor's name and phone number.
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Once sent, the :guilabel:`Send Orders` button changes to a :guilabel:`Confirm Orders` button, and
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the :guilabel:`Status` column is updated from red :guilabel:`Ordered` tags to blue :guilabel:`Sent`
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tags, indicating the order has been sent to the vendor. Users who have placed orders in the *Lunch*
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app rely on the :guilabel:`Status` tags to track their orders.
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tags, indicating the order has been sent to the vendor. Users who have placed orders in the
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**Lunch** app rely on the :guilabel:`Status` tags to track their orders.
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.. image:: management/send.png
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:align: center
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:alt: A vendor's order with the X Cancel and Send Orders buttons highlighted.
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.. _lunch/confirm-orders:
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@@ -108,28 +105,28 @@ Once confirmed, the :guilabel:`Confirm Orders` button disappears, and the :guila
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is updated from blue :guilabel:`Sent` tags to green :guilabel:`Received` tags, indicating the vendor
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has delivered the orders.
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In addition, the :guilabel:`✖️ Cancel` button at the end of each product line changes to a
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:guilabel:`✉️ Send Notification` button.
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In addition, the :icon:`fa-times` :guilabel:`Cancel` button at the end of each product line changes
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to a :icon:`fa-envelope` :guilabel:`Send Notification` button.
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If needed, instead of confirming all of the individual products from a vendor, individual products
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can be confirmed one at a time. To confirm an individual product, click the :guilabel:`✔️ Confirm`
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button at the end of the individual product line. When confirming individual products with this
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method, the :guilabel:`Confirm Orders` button remains on the vendor line.
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can be confirmed one at a time. To confirm an individual product, click the :icon:`fa-check`
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:guilabel:`Confirm` button at the end of the individual product line. When confirming individual
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products with this method, the :guilabel:`Confirm Orders` button remains on the vendor line.
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.. image:: management/confirm.png
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:align: center
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:alt: The Today's Orders dashboard, with the two different ways to confirm an order highlighted.
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.. example::
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A vendor receives an order for three pizzas, and an order of garlic knots. When the delivery is
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made to the company, the *Lunch* manager notices the garlic knots are missing.
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made to the company, the **Lunch** manager notices the garlic knots are missing.
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The manager first marks the three pizzas as received, by individually confirming the products
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with the :guilabel:`✔️ Confirm` button at the end of each product line.
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with the :icon:`fa-check` :guilabel:`Confirm` button at the end of each product line.
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Later, when the vendor delivers the garlic knots, the manager can either click the :guilabel:`✔️
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Confirm` button at the end of the line for the garlic knots, or click the :guilabel:`Confirm
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Orders` button that appears next to the vendor's name and phone number.
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Later, when the vendor delivers the garlic knots, the manager can either click the
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:icon:`fa-check` :guilabel:`Confirm` button at the end of the line for the garlic knots, or
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click the :guilabel:`Confirm Orders` button that appears next to the vendor's name and phone
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number.
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.. _lunch/notify:
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@@ -142,9 +139,9 @@ their orders have been delivered, and are ready to be picked up.
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Unlike sending and confirming orders, notifications must be sent individually, and cannot be sent in
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a batch.
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To notify the user their product has arrived, click the :guilabel:`✉️ Send Notification` button at
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the end of each product line. An email is sent to the user informing them their products have been
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delivered.
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To notify the user their product has arrived, click the :icon:`fa-envelope` :guilabel:`Send
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Notification` button at the end of each product line. An email is sent to the user informing them
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their products have been delivered.
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.. _lunch/control_vendors:
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@@ -177,14 +174,13 @@ Orders can be :ref:`cancelled <lunch/cancel>`, :ref:`sent to the vendor <lunch/s
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dashboard.
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.. image:: management/control.png
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:align: center
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:alt: A list view of all the orders as seen in the Control Vendors dashboard.
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.. note::
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The difference between the :ref:`Today's Orders <lunch/todays-orders>` dashboard and the
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:ref:`Control Vendors <lunch/control_vendors>` dashboard is that the *Today's Orders* dashboard
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**only** displays orders for the current day, while the :guilabel:`Control Vendors` dashboard
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displays **all** orders made in the *Lunch* app.
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displays **all** orders made in the **Lunch** app.
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.. seealso::
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- :doc:`../lunch`
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