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[IMP] pos/restaurant: Update Restaurant features page with child pages
task-4893658 closes odoo/documentation#14395 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com> Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
This commit is contained in:
emmi-odoo
@@ -110,7 +110,7 @@ device. Click the :guilabel:`Unlink` button next to each report to remove the li
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:alt: A list of reports currently linked to a printer in the IoT app.
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.. seealso::
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:doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>`
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:ref:`POS Order Printing <pos/restaurant/orders-printing>`
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Potential issues
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================
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@@ -18,7 +18,8 @@ To connect the POS with an :doc:`IoT system </applications/general/iot>`:
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- Instructions
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* - Printer
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- Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or
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to the network, and power it on. Refer to :doc:`../restaurant/kitchen_printing`.
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to the network, and power it on. Refer to :ref:`Order printing
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<pos/restaurant/orders-printing>`.
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* - Cash drawer
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- The cash drawer should be connected to the printer with an RJ25 cable.
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* - Barcode scanner
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@@ -84,3 +84,23 @@ Terminal Identifier <adyen/identifier>`, and :guilabel:`Adyen Merchant Account`.
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Once the payment method is created, you can select it in your POS settings. To do so, go to the
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:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
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under the :guilabel:`Payments` section.
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.. _adyen/tips:
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Tips
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====
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Odoo Point of Sale allows tipping with an Adyen terminal. To configure this option, go to the
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:ref:`POS settings <configuration/settings>`, enable the :ref:`Tips <pos/restaurant/tips>` and the
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:guilabel:`Add tip through payment terminal (Adyen)` settings, then click :guilabel:`Save`.
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To process tips with an Adyen terminal, follow these steps:
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#. Go to the relevant POS and :ref:`process an order <pos/restaurant/orders>`.
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#. Click :ref:`Payment <pos/restaurant/bills/payment>` and select the :ref:`relevant payment
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method <adyen/method-creation>`. The :guilabel:`Adyen` terminal displays the transaction and
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suggests adding tips.
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#. Add a tip amount on the terminal and validate.
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#. In Odoo POS, click :icon:`fa-heart` :guilabel:`Tip`, enter the tip amount, and click
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:guilabel:`Ok`.
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#. Click :guilabel:`Close Tab` to validate the payment and the tip.
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@@ -19,7 +19,7 @@ Receipt Printing` setting.
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:alt: POS receipt
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.. seealso::
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- :doc:`restaurant/bill_printing`
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- :ref:`pos/restaurant/bills`
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- :doc:`configuration/epos_printers`
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Reprint a receipt
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@@ -1,55 +1,335 @@
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:show-content:
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===================
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Restaurant features
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===================
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Managing a restaurant or a bar comes with specific needs. The Point of Sale application provides
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various features that allow performing all the required tasks in such businesses.
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Odoo Point of Sale provides various features to manage a restaurant or a bar:
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Once the POS is set to be used in a restaurant or a bar, you can:
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- :ref:`Organizing the floors and tables <pos/restaurant/floors>`;
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- :ref:`Taking orders <pos/restaurant/orders>`;
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- :ref:`Communicating with the kitchen or bar through the POS <pos/restaurant/orders-printing>`;
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- :ref:`Printing and splitting bills <pos/restaurant/bills>`;
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- :ref:`Collecting tips <pos/restaurant/tips>`;
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- :doc:`Setting different taxes for takeaway food <pricing/fiscal_position>`.
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- :doc:`organize your floors and tables to reflect your interior <restaurant/floors_tables>`;
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- :ref:`take orders <restaurant/orders>`;
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- :doc:`communicate with the kitchen or the bar through the POS <restaurant/kitchen_printing>`;
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- :doc:`print bills in advance and split them <restaurant/bill_printing>`;
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- :doc:`collect tips <restaurant/tips>`; and
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- :doc:`set different taxes for takeaway food <pricing/fiscal_position>`.
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Three main buttons in the POS register allow for navigating between the :ref:`Floor plan
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<pos/restaurant/floors>` view, tables, and :ref:`orders <pos/restaurant/orders>`:
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.. _restaurant/configuration:
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Configuration
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=============
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To enable the restaurant and bar-specific features, go to :menuselection:`Point of Sale -->
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Configuration --> Settings`, select the POS, and activate :guilabel:`Is a Bar/Restaurant`.
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These features are displayed in the :guilabel:`Restaurant & Bar` section.
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.. image:: restaurant/restaurant-bar-section.png
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:align: center
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:alt: restaurant and bar-specific features
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.. _restaurant/orders:
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Take orders
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===========
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Click a table to access the POS interface and start taking your customer's order. The system
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automatically associates the orders and the table, allowing you to add more items later and generate
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a bill specifically for that table's orders.
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Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view.
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- :guilabel:`Plan`: Access the :ref:`Floor plan <pos/restaurant/floors>` view.
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- :guilabel:`Table`: Enter a table or order number, then click :guilabel:`Jump` to access them. The
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button's label updates to display the selected number. When applicable, click :guilabel:`Book
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table` to confirm the table's occupancy.
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- :icon:`fa-plus-circle` (:guilabel:`order`): :ref:`Create a direct sales order <pos/restaurant/orders>`
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that is not linked to any table. Each click generates the next order in the sequence. Click
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:guilabel:`Release Order` to cancel the order (if no products have been added) and return to the
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:ref:`Floor plan <pos/restaurant/floors>` view.
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.. note::
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As soon as you click a table, the number of guests is automatically set to one. If you
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mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the
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customer <pos/floors_tables/transfer>` to another table.
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- When :guilabel:`Table Booking` is enabled in the :ref:`POS settings <configuration/settings>`,
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a :guilabel:`Booking` button appears on the main interface for viewing and managing bookings.
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- Entering a number through the :guilabel:`Table` button that does not match an existing table
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number creates a direct sales order.
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.. toctree::
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:titlesonly:
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.. important::
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To configure restaurant-specific settings, the :guilabel:`Is a Bar/Restaurant` setting under the
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:guilabel:`Restaurant Mode` section must be enabled in the :ref:`POS settings
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<configuration/settings>`.
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restaurant/floors_tables
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restaurant/kitchen_printing
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restaurant/bill_printing
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restaurant/tips
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.. _pos/restaurant/floors:
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Floors and tables
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=================
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The :guilabel:`Floor plan` view is the first screen displayed when :ref:`accessing the POS register
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<pos/session-start>`. It enables managing restaurant floors and tables, and monitoring
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table status in real time (occupancy, reservations, and kitchen orders).
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.. example::
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.. image:: restaurant/plan-understand.png
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:alt: example of a floor plan view with visual keys to understand it.
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:scale: 90 %
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- Table 101: The table is currently available but booked for 15:00.
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- Table 102: The table is booked, and an order is sent to the kitchen.
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- Table 103: The 12:00 table is running late.
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- Table 104: The table has a pending order.
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- Table 105: The table is available.
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Configuration
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-------------
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Creating floors and tables allows managing table selection and :ref:`orders
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<pos/restaurant/orders>`.
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.. _pos/restaurant/floors/backend:
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From the POS backend
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~~~~~~~~~~~~~~~~~~~~
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To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration
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--> Floor Plans`, and click :guilabel:`New`. Follow the next steps to configure the :guilabel:`Floor
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plan`:
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#. Enter a :guilabel:`Floor Name`.
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#. Select the related :guilabel:`Point of Sales`.
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#. Optionally, hover the mouse over the placeholder image and click the :icon:`fa-pencil`
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(:guilabel:`Edit`) icon to add a background image to the restaurant layout.
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#. Click :guilabel:`Add a line` to create and configure a table:
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- Enter a :guilabel:`Table Number`.
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- Fill in the number of :guilabel:`Seats`.
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- Set the table's :guilabel:`Shape`.
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#. Optionally, activate additional settings by clicking the :icon:`oi-settings-adjust`
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(:guilabel:`settings`) icon:
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- Adjust the :guilabel:`Height`, :guilabel:`Width`, and :guilabel:`Color`.
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- Tick the :guilabel:`Active` checkbox to make a table available or not.
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#. Save.
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.. note::
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- Enable the :guilabel:`Table Booking` setting to assign an :guilabel:`Appointment resource` and
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make a table bookable.
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- Click the :icon:`fa-trash-o` (:guilabel:`trash`) icon to delete a table.
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.. tip::
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To create a :guilabel:`Floor plan` quickly, go to the :guilabel:`Restaurant Mode` section of the
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:ref:`POS settings <configuration/settings>`. Under :guilabel:`Floors & Tables Map`, type the
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floor name in the :guilabel:`Floors` field, and press `Enter`.
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.. _pos/restaurant/floors/frontend:
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From the POS frontend
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~~~~~~~~~~~~~~~~~~~~~
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To create floors and tables from the frontend, :ref:`open the POS register <pos/session-start>`,
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click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the top right corner of the
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:guilabel:`Floor plan` view, then :guilabel:`Edit Plan`. To configure the :guilabel:`Floor plan`,
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follow the next steps:
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#. Click the :icon:`fa-plus` (:guilabel:`Add Floor`) icon to add a floor.
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#. Enter a :guilabel:`Floor name` and click :guilabel:`Apply`.
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#. Click the :icon:`fa-paint-brush` (:guilabel:`Change Floor Background`) icon to select a
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background color, or click :icon:`fa-camera` :guilabel:`File` to upload an image.
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#. Optionally, click the :icon:`fa-pencil-square-o` (:guilabel:`Rename`) icon to rename the
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:guilabel:`Floor plan`, the :icon:`fa-files-o` (:guilabel:`Clone`) icon to create a copy, or
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the :icon:`fa-trash` (:guilabel:`Delete`) icon to delete it.
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#. Click :icon:`fa-plus-circle` :guilabel:`Table` to add a new table. To edit a table, select it
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and click one of the following icons:
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- :icon:`fa-user` (:guilabel:`Seats`): Add or change the number of seats.
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- :icon:`fa-square-o` (:guilabel:`Square`) or :icon:`fa-circle-o` (:guilabel:`Round`): Change
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the table's shape.
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- :icon:`fa-paint-brush` (:guilabel:`Change Floor Background`): Change the table's color.
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- :icon:`fa-pencil-square-o` (:guilabel:`Rename`): Change the table number.
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- :icon:`fa-copy` (:guilabel:`Clone`): Clone the table's attributes using the following table
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number.
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- :icon:`fa-trash` (:guilabel:`Delete`): Remove the table.
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#. Click :guilabel:`Save`.
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.. warning::
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Removing a table or a floor is permanent.
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.. _pos/restaurant/orders:
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Order management
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================
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To take an order, :ref:`open the POS register <pos/session-start>` and follow these steps:
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#. Select a :ref:`floor plan <pos/restaurant/floors>` and click a table or click the
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:icon:`fa-plus-circle` (:guilabel:`order`) button at the top to create a direct sales order.
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#. Add products to the order.
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#. Click :guilabel:`Order` to validate the order.
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When ready, :ref:`process the order payment <pos/restaurant/bills/payment>`.
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.. tip::
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- To cancel a processed order, click :guilabel:`Actions`, then :guilabel:`Cancel Order`. If an
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:ref:`order printer is configured <pos/restaurant/orders-printing>`, a cancellation ticket is
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automatically printed.
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- To switch to another table order, click the button with the table number at the top of the POS
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interface, enter a table number, and click :guilabel:`Jump`.
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- Click :guilabel:`Release table` to cancel a table's occupancy.
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- :ref:`Configure a printer <pos/restaurant/orders-printing>` to send an order to the kitchen
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printer when clicking :guilabel:`Order`.
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.. _pos/restaurant/floors/transfer:
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Order transfer
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--------------
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To transfer an order to another table from the :ref:`POS interface <pos/restaurant/orders>`, click
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:guilabel:`Actions`, then :guilabel:`Transfer/Merge`, and choose the target table in the
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:ref:`Floor plan <pos/restaurant/floors>` view:
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- Select an available table to transfer customers and their orders.
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- Select an occupied table to merge customers and their orders.
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.. _pos/restaurant/orders-printing:
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Order printing
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==============
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Configuration
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-------------
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To enable sending orders to a kitchen or a bar printer, :doc:`connect a printer
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<configuration/epos_printers>` to Odoo, go to the :ref:`POS settings <configuration/settings>`, and
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follow these steps:
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#. Scroll down to the :guilabel:`Preparation` section and enable the :guilabel:`Preparation
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Printers` setting.
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#. Type the printer's name in the :guilabel:`Printers` field and click :guilabel:`Create and edit`.
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#. On the printer setup form, select the :guilabel:`Printer Type`:
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- If the printer is connected to an :doc:`IoT system </applications/general/iot>`, select
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:guilabel:`Use a printer connected to the IoT`, and choose the relevant :doc:`device
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</applications/general/iot/devices/printer>`. This process requires the IoT app and an IoT
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system.
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- If using an :doc:`Epson printer that does not require an IoT system connection
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<configuration/epos_printers>`, select :guilabel:`Use an Epson printer` and enter the
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:guilabel:`Epson Printer IP Address`.
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#. Define the product categories to be printed by clicking :guilabel:`Add a line` in the
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:guilabel:`Printed Product Categories` field and selecting the preferred category from the
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popover.
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#. Click :guilabel:`Save & Close`.
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#. In the :ref:`POS settings <configuration/settings>`, click :guilabel:`Save`.
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The printer is then connected to the point of sale and can print kitchen orders and order receipts.
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.. note::
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- Printing kitchen orders requires assigning a :guilabel:`PoS Product Category`.
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- To create a :guilabel:`Printed Product Category` on the :guilabel:`Add: Printed Product
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Categories` popover, click :guilabel:`New`. Enter a name, select a :guilabel:`Parent Category`,
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choose a :guilabel:`Color`, click the :icon:`fa-pencil` (:guilabel:`Edit`) icon to add an
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image, determine the product availability, then click :guilabel:`Save & Close`.
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.. tip::
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To access all preparation printers from the :ref:`POS settings <configuration/settings>`, scroll
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down to the :guilabel:`Preparation` section, and click :icon:`oi-arrow-right`
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:guilabel:`Printers`. Alternatively, go to :menuselection:`Point of Sale --> Orders -->
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Preparations Printers`.
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.. seealso::
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- :doc:`Connect an IoT system to a POS <configuration/pos_iot>`
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- :doc:`/applications/general/iot/devices/printer`
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- :doc:`/applications/general/iot/connect`
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- :doc:`/applications/sales/point_of_sale/preparation`
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.. _pos/restaurant/bills:
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Bills and payment
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=================
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.. _pos/restaurant/bills/splitting:
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Bill splitting
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--------------
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To allow bill splitting, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and
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enable :guilabel:`Allow Bill Splitting` under the :guilabel:`Restaurant Mode` section.
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To split a bill from the :ref:`POS interface <pos/restaurant/orders>`, follow these steps:
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#. Click :guilabel:`Actions`, then :guilabel:`Split`.
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#. Select at least one product and click :guilabel:`Split Order`.
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#. Proceed with the :ref:`payment <pos/restaurant/bills/payment>`.
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#. Click :icon:`fa-chevron-right` :guilabel:`Continue` and repeat the process for each guest.
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.. note::
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- Splitting a bill requires ordering at least two products and creates a sub-order, which must
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be paid before returning to the main order.
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- Clicking :guilabel:`Split Order` without selecting any product creates an empty sub-order.
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.. _pos/restaurant/bills/payment:
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Order payment
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-------------
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To proceed with the order payment from the :ref:`POS interface <pos/restaurant/orders>`, follow
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these steps:
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#. Click :guilabel:`Payment`.
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#. Select a :doc:`payment method <payment_methods>`.
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#. Optionally, select a customer and send an invoice to them:
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- Click :icon:`fa-user` :guilabel:`Customer` to select or create a customer account.
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- Enable :icon:`fa-file-text-o` :guilabel:`Invoice` to allow sending an invoice to the
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customer.
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#. Click :guilabel:`Validate`.
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.. _pos/restaurant/bills/printing:
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Receipt printing
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----------------
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To allow receipt printing, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and
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enable :guilabel:`Early Receipt Printing` under the :guilabel:`Restaurant Mode` section.
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After a successful :ref:`order payment <pos/restaurant/bills/payment>`, click :icon:`fa-print`
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:guilabel:`Print Full Receipt` to generate and print a bill.
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.. important::
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If a printer is :doc:`configured and linked <configuration/epos_printers>` to a point of sale,
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the receipt is automatically printed upon payment confirmation.
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.. seealso::
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:doc:`/applications/sales/point_of_sale/receipts_invoices`
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.. _pos/restaurant/tips:
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Tips
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||||
====
|
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Configuration
|
||||
-------------
|
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|
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To allow tipping in a POS, go to the :ref:`POS settings <configuration/settings>`, scroll down to
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the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`Save`.
|
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.. important::
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- The :guilabel:`Add tip after payment` setting only works for a POS in the United States
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of America with an :doc:`Adyen <payment_methods/terminals/adyen>` or a :doc:`Stripe
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<payment_methods/terminals/stripe>` :ref:`payment terminal <terminals/configuration>`.
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- The :guilabel:`Add tip through payment terminal (Adyen)` setting only works with an
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:ref:`Adyen <adyen/tips>` terminal.
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.. note::
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- Saving the :guilabel:`Tips` setting automatically fills the :guilabel:`Tip product` field
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with the preconfigured :guilabel:`[TIPS] Tips` product, which is only used for tips. When
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selecting another product in the :guilabel:`Tip product` field, the chosen product is no
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longer available on the :ref:`POS interface <pos/restaurant/orders>`.
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- Choose only one tip product per POS.
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.. _pos/restaurant/tips/add-tips:
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||||
Tip and payment
|
||||
---------------
|
||||
|
||||
To process a tip during :ref:`payment <pos/restaurant/bills/payment>`, follow these steps:
|
||||
|
||||
#. Click :icon:`fa-heart` :guilabel:`Tip`, add the amount, then click :guilabel:`Ok`.
|
||||
#. Select a :doc:`payment method <payment_methods>` for the order and the tip.
|
||||
#. Click :guilabel:`Validate`.
|
||||
|
||||
.. tip::
|
||||
If the order and the tip are paid using different payment methods, select a :doc:`payment method
|
||||
<payment_methods>` for the order, click :icon:`fa-heart` :guilabel:`Tip`, add the tip amount, and
|
||||
click :guilabel:`Ok`. Then, select a payment method for the tip and :guilabel:`Validate` the
|
||||
payment.
|
||||
|
||||
Tip after payment (US only)
|
||||
---------------------------
|
||||
|
||||
To allow tipping after payment for a POS in the United States of America, ensure the :guilabel:`Add
|
||||
tip after payment` setting is enabled in the :ref:`POS settings <configuration/settings>`. To
|
||||
process tips after payment, follow these steps:
|
||||
|
||||
#. On the :guilabel:`Payment` screen, select a :guilabel:`Card` payment method linked to a
|
||||
:doc:`Stripe <payment_methods/terminals/stripe>` or :doc:`Adyen
|
||||
<payment_methods/terminals/adyen>` terminal.
|
||||
#. Click :guilabel:`Close Tab` and select the relevant option in the :guilabel:`Add a tip` screen:
|
||||
|
||||
- :guilabel:`15%`, :guilabel:`20%`, or :guilabel:`25%`: Tip rates based on order total.
|
||||
- :guilabel:`No Tip`.
|
||||
- :guilabel:`Tip Amount`: Enter the relevant amount in the field.
|
||||
#. Click :guilabel:`Settle` to validate.
|
||||
|
||||
@@ -1,41 +0,0 @@
|
||||
=====
|
||||
Bills
|
||||
=====
|
||||
|
||||
Typical practices in restaurants or bars are to request the bill before proceeding to payment or
|
||||
splitting it based on the items ordered. Odoo POS provides two features to perform these tasks
|
||||
seamlessly: **Bill Printing** and **Bill Splitting**.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To activate the features, go to :menuselection:`Point of Sale --> Configuration --> Settings`,
|
||||
select the POS, and activate :guilabel:`Early Receipt Printing` and :guilabel:`Allow Bill Splitting`
|
||||
in the :guilabel:`Restaurant & Bar` section.
|
||||
|
||||
.. image:: bill_printing/settings.png
|
||||
:align: center
|
||||
:alt: activate the bill printing and bill splitting features in the POS settings
|
||||
|
||||
Bill printing
|
||||
=============
|
||||
|
||||
From an open session, click :menuselection:`Bill --> Print` at any moment to generate and print a
|
||||
bill.
|
||||
|
||||
.. note::
|
||||
The printed bill is **not** final and will be updated to reflect any changes to the order.
|
||||
|
||||
Bill splitting
|
||||
==============
|
||||
|
||||
From an open session, click :guilabel:`Split` to select the items to regroup. Once everything is
|
||||
selected, click :guilabel:`Payment` and proceed to checkout for these items. Repeat for each guest.
|
||||
|
||||
.. note::
|
||||
- Once you return to the table, the selected items are no longer on order, as they have been paid
|
||||
for.
|
||||
- The feature is available as soon as at least two items are ordered.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`floors_tables`
|
||||
Binary file not shown.
|
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@@ -1,98 +0,0 @@
|
||||
=================
|
||||
Floors and tables
|
||||
=================
|
||||
|
||||
The **Floor plan view** enables you to manage restaurant floors and table arrangements and monitor
|
||||
table status in real time — including occupancy, reservations, and kitchen orders.
|
||||
|
||||
.. image:: floors_tables/plan-understand.png
|
||||
:alt: example of a floor plan view with visual keys to understand it.
|
||||
:scale: 90 %
|
||||
|
||||
- Table 101: The table is available now but booked at 15:00.
|
||||
- Table 102: An order has been placed and sent to the kitchen.
|
||||
- Table 103: The table was booked at 12:00, but customers are late.
|
||||
- Table 104: Two items are waiting to be sent to the kitchen.
|
||||
- Table 105: The table is available.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
From the POS backend
|
||||
--------------------
|
||||
|
||||
To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration
|
||||
--> Floor Plans`, and click :guilabel:`New` to create a floor. Optionally, activate additional
|
||||
settings by clicking the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) icon. Then,
|
||||
|
||||
#. Enter a :guilabel:`Floor Name`.
|
||||
#. Select the related :guilabel:`Point of Sales`.
|
||||
#. Hover over the placeholder image and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to add
|
||||
a background image (e.g., your restaurant layout).
|
||||
#. Click :guilabel:`Add a line` to create a table and set it up:
|
||||
|
||||
- Enter a :guilabel:`Table Number`.
|
||||
- Fill in the number of :guilabel:`Seats`.
|
||||
- Select a :guilabel:`Square` or :guilabel:`Round` :guilabel:`Shape`.
|
||||
- Assign an :guilabel:`Appointment resource` to make the table bookable.
|
||||
- Adjust the :guilabel:`Height`, :guilabel:`Width`, and :guilabel:`Color`.
|
||||
#. Click the :icon:`fa-trash-o` (:guilabel:`delete`) icon to delete a table.
|
||||
|
||||
.. image:: floors_tables/add-floor-backend.png
|
||||
:alt: window to create a table in the POS backend
|
||||
|
||||
.. tip::
|
||||
Create floors on the spot: :ref:`access your POS settings <configuration/settings>`, type your
|
||||
floor name in the :guilabel:`Floors` field of the :guilabel:`Floors & Tables Map` section, and
|
||||
press *enter* or click :guilabel:`Create and edit...` to set it up.
|
||||
|
||||
.. _floors_tables/frontend:
|
||||
|
||||
From the POS front end
|
||||
----------------------
|
||||
|
||||
To create floors and tables from the front end, :ref:`open a POS session <pos/session-start>`, click
|
||||
the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the upper right corner, then
|
||||
:guilabel:`Edit Plan`.
|
||||
|
||||
#. Add a floor by clicking the :icon:`fa-plus` (:guilabel:`plus`) icon, then enter a name in the
|
||||
modal window.
|
||||
#. Click the :icon:`fa-paint-brush` (:guilabel:`paintbrush`) icon to change the background color or
|
||||
image.
|
||||
#. Click :icon:`fa-plus-circle` :guilabel:`Table` to add a new table.
|
||||
|
||||
To adjust a specific table, select it and click:
|
||||
|
||||
- The :icon:`fa-user` (:guilabel:`user`) icon to change the number of seats.
|
||||
- The :icon:`fa-square` (:guilabel:`square`) or :icon:`fa-circle` (:guilabel:`round`)
|
||||
icon to switch the shape from round to square, and vice versa.
|
||||
- The :icon:`fa-paint-brush` (:guilabel:`paintbrush`) icon to change the table's color.
|
||||
- The :icon:`fa-pencil-square-o` (:guilabel:`rename`) icon to change the table number.
|
||||
- The :icon:`fa-copy` (:guilabel:`clone`) icon to duplicate the table.
|
||||
- The :icon:`fa-trash` (:guilabel:`bin`) icon to remove the table.
|
||||
|
||||
After making all the necessary modifications, click :guilabel:`Save` or the :icon:`fa-floppy-o`
|
||||
(:guilabel:`floppy disk`) icon to save.
|
||||
|
||||
.. image:: floors_tables/edit-plan-frontend.png
|
||||
:alt: the floor plan view in edit mode.
|
||||
:scale: 85 %
|
||||
|
||||
.. warning::
|
||||
Removing a table or a floor cannot be undone.
|
||||
|
||||
.. _pos/floors_tables/transfer:
|
||||
|
||||
Table transfer
|
||||
==============
|
||||
|
||||
Select a table to move customers to another table, then click :icon:`fa-ellipsis-v`
|
||||
(:guilabel:`ellipsis`) and :icon:`oi-arrow-right` :guilabel:`Transfer/Merge`.
|
||||
|
||||
In the floor plan view, choose the target table:
|
||||
|
||||
- Select a free table to transfer customers and their orders.
|
||||
- Select an occupied table to merge customers and their orders.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../restaurant`
|
||||
Binary file not shown.
|
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|
Before Width: | Height: | Size: 12 KiB |
@@ -1,65 +0,0 @@
|
||||
===============
|
||||
Orders printing
|
||||
===============
|
||||
|
||||
Integrating printers in a restaurant or bar's workflow can enhance communication and collaboration
|
||||
between the front-of-house and back-of-house teams, leading to a more streamlined and efficient
|
||||
service.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. _kitchen_printing/enable:
|
||||
|
||||
Enable and create printers
|
||||
--------------------------
|
||||
|
||||
To enable sending orders to a kitchen or bar printer, go to :menuselection:`Point of Sale -->
|
||||
Configuration --> Settings`, scroll down to the :guilabel:`Restaurant & Bar` section, and enable
|
||||
:guilabel:`Kitchen Printers`. Type in a name for the printer in the :guilabel:`Printers` field and
|
||||
click :guilabel:`Create and edit...` to open a setup form.
|
||||
|
||||
To get a list of all the printers already created or to modify an already created printer, click
|
||||
:guilabel:`--> Printers` and select the desired printer to open the setup form.
|
||||
|
||||
.. image:: kitchen_printing/printers-settings.png
|
||||
:align: center
|
||||
:alt: settings to enable the kitchen printers
|
||||
|
||||
.. _kitchen_printing/setup-form:
|
||||
|
||||
Setup form
|
||||
----------
|
||||
|
||||
From the :ref:`setup form <kitchen_printing/enable>`, select the :guilabel:`Printer Type` according
|
||||
to your installation:
|
||||
|
||||
- If your printer is connected to an IoT system, select :guilabel:`Use a printer connected to the
|
||||
IoT Box` and select the device in the :guilabel:`IoT Device` field.
|
||||
- If you use an Epson printer that does not require an IoT system, select :guilabel:`Use an Epson
|
||||
printer` and enter the printer's IP address in the :guilabel:`Epson Printer IP Address` field.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/general/iot/connect`
|
||||
- :doc:`/applications/general/iot/devices/printer`
|
||||
- :doc:`../configuration/epos_ssc`
|
||||
|
||||
Set your printer to print specific products based on their POS category. To do so, click
|
||||
:guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field.
|
||||
|
||||
.. image:: kitchen_printing/printer-setup.png
|
||||
:align: center
|
||||
:alt: setup form to configure a kitchen printer
|
||||
|
||||
Print orders
|
||||
============
|
||||
|
||||
From an open session, start taking an order and click :guilabel:`Order` to send it to the bar or the
|
||||
kitchen.
|
||||
|
||||
.. image:: kitchen_printing/order-button.png
|
||||
:align: center
|
||||
:alt: order button from the POS UI to send orders to a kitchen or a bar
|
||||
|
||||
.. note::
|
||||
When products can be printed, they appear in green in the cart, and the order button turns green.
|
||||
Binary file not shown.
|
Before Width: | Height: | Size: 1.0 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 9.0 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 4.2 KiB |
|
Before Width: | Height: | Size: 9.9 KiB After Width: | Height: | Size: 9.9 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 14 KiB |
@@ -1,92 +0,0 @@
|
||||
====
|
||||
Tips
|
||||
====
|
||||
|
||||
Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops <pos/sell>`,
|
||||
:doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`.
|
||||
|
||||
.. _configuration:
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale
|
||||
--> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow
|
||||
**tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once
|
||||
enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product
|
||||
will be used as a reference on customers' receipts.
|
||||
|
||||
.. image:: tips/tips-setup.png
|
||||
:alt: enable tips in a POS
|
||||
|
||||
.. _tip-product:
|
||||
|
||||
Tip products
|
||||
------------
|
||||
|
||||
**Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip
|
||||
Product <configuration>` field and click :guilabel:`Create` or press **enter**. The product is
|
||||
automatically configured to be used as a tip at the payment screen.
|
||||
|
||||
However, if you wish to be able to select the tip product in a POS session, you must activate the
|
||||
**Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product
|
||||
configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS`
|
||||
checkbox, and click :guilabel:`Save & Close`.
|
||||
|
||||
.. note::
|
||||
- When you create a product to use as a tip, leave the **product type** as :guilabel:`Consumable`
|
||||
to avoid unnecessary inventory movements.
|
||||
- You can only select one tip product per POS, but you can choose a different one for each.
|
||||
|
||||
Tip using an Adyen terminal
|
||||
---------------------------
|
||||
|
||||
If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment terminal and wish to enable
|
||||
**tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the
|
||||
:ref:`tip settings <configuration>`.
|
||||
|
||||
Tip after payment
|
||||
-----------------
|
||||
|
||||
If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment
|
||||
(North America specific)`. Doing so generates a bill to print and complete manually by the customer
|
||||
and the waiter. That bill indicates the tip value the customer chooses to give after the payment.
|
||||
|
||||
.. important::
|
||||
To use this feature, the selected payment method must have a bank journal attributed.
|
||||
|
||||
Add tips
|
||||
========
|
||||
|
||||
To add tips to an order, :ref:`access the payment screen <pos/sell>` and click :guilabel:`♥ Tip`.
|
||||
Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and process the payment.
|
||||
|
||||
.. image:: tips/add-tip.png
|
||||
:alt: tip popup window
|
||||
|
||||
Alternatively, you can select the :ref:`tip product <tip-product>` on the POS interface to add it to
|
||||
the cart. When selected, the product is automatically set as a tip, and its default value equals its
|
||||
**Sales Price**.
|
||||
|
||||
Tip using an Adyen terminal
|
||||
---------------------------
|
||||
|
||||
During checkout, select **Adyen** as the payment terminal, and send the payment request to the
|
||||
device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on
|
||||
the terminal's screen before proceeding to the payment.
|
||||
|
||||
Tip after payment
|
||||
-----------------
|
||||
|
||||
At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing so generates a bill
|
||||
to complete by the customer.
|
||||
|
||||
.. image:: tips/tipping-bill.png
|
||||
:alt: tipping bill after payment to complete by customers
|
||||
|
||||
On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`),
|
||||
:guilabel:`No Tip`, or enter the tipping amount the customer chose to give. Then, click
|
||||
:guilabel:`Settle` to move to the following order.
|
||||
|
||||
.. image:: tips/tip-after-payment.png
|
||||
:alt: screen to select a tip amount to collect after payment
|
||||
Binary file not shown.
|
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Binary file not shown.
|
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Binary file not shown.
|
Before Width: | Height: | Size: 11 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 5.7 KiB |
@@ -8,9 +8,13 @@ applications/finance/fiscal_localizations/employment_hero.rst applications/hr/pa
|
||||
|
||||
# applications/point of sale
|
||||
|
||||
content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst content/applications/sales/point_of_sale/payment_methods/terminals.rst
|
||||
content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst content/applications/sales/point_of_sale/payment_methods/viva_com.rst # terminals/viva_wallet.rst --> terminals/viva_com.rst
|
||||
applications/sales/point_of_sale/shop/customer_display.rst applications/sales/point_of_sale/pos_hardware.rst
|
||||
applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals.rst
|
||||
applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst applications/sales/point_of_sale/payment_methods/viva_com.rst # terminals/viva_wallet.rst --> terminals/viva_com.rst
|
||||
applications/sales/point_of_sale/restaurant/floors_tables.rst applications/sales/point_of_sale/restaurant.rst
|
||||
applications/sales/point_of_sale/restaurant/kitchen_printing.rst applications/sales/point_of_sale/restaurant.rst
|
||||
applications/sales/point_of_sale/restaurant/bill_printing.rst applications/sales/point_of_sale/restaurant.rst
|
||||
applications/sales/point_of_sale/restaurant/tips.rst applications/sales/point_of_sale/restaurant.rst
|
||||
|
||||
# applications/inventory_and_mrp
|
||||
|
||||
|
||||
Reference in New Issue
Block a user