diff --git a/content/applications/general/iot/devices/printer.rst b/content/applications/general/iot/devices/printer.rst index 401729c8c..236a45254 100644 --- a/content/applications/general/iot/devices/printer.rst +++ b/content/applications/general/iot/devices/printer.rst @@ -110,7 +110,7 @@ device. Click the :guilabel:`Unlink` button next to each report to remove the li :alt: A list of reports currently linked to a printer in the IoT app. .. seealso:: - :doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>` + :ref:`POS Order Printing ` Potential issues ================ diff --git a/content/applications/sales/point_of_sale/configuration/pos_iot.rst b/content/applications/sales/point_of_sale/configuration/pos_iot.rst index f6287c85b..a9cf2eee2 100644 --- a/content/applications/sales/point_of_sale/configuration/pos_iot.rst +++ b/content/applications/sales/point_of_sale/configuration/pos_iot.rst @@ -18,7 +18,8 @@ To connect the POS with an :doc:`IoT system `: - Instructions * - Printer - Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or - to the network, and power it on. Refer to :doc:`../restaurant/kitchen_printing`. + to the network, and power it on. Refer to :ref:`Order printing + `. * - Cash drawer - The cash drawer should be connected to the printer with an RJ25 cable. * - Barcode scanner diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst index 55f19c845..9489c7a91 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst @@ -84,3 +84,23 @@ Terminal Identifier `, and :guilabel:`Adyen Merchant Account`. Once the payment method is created, you can select it in your POS settings. To do so, go to the :ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` section. + +.. _adyen/tips: + +Tips +==== + +Odoo Point of Sale allows tipping with an Adyen terminal. To configure this option, go to the +:ref:`POS settings `, enable the :ref:`Tips ` and the +:guilabel:`Add tip through payment terminal (Adyen)` settings, then click :guilabel:`Save`. + +To process tips with an Adyen terminal, follow these steps: + +#. Go to the relevant POS and :ref:`process an order `. +#. Click :ref:`Payment ` and select the :ref:`relevant payment + method `. The :guilabel:`Adyen` terminal displays the transaction and + suggests adding tips. +#. Add a tip amount on the terminal and validate. +#. In Odoo POS, click :icon:`fa-heart` :guilabel:`Tip`, enter the tip amount, and click + :guilabel:`Ok`. +#. Click :guilabel:`Close Tab` to validate the payment and the tip. diff --git a/content/applications/sales/point_of_sale/receipts_invoices.rst b/content/applications/sales/point_of_sale/receipts_invoices.rst index ab94bad12..fc681878b 100644 --- a/content/applications/sales/point_of_sale/receipts_invoices.rst +++ b/content/applications/sales/point_of_sale/receipts_invoices.rst @@ -19,7 +19,7 @@ Receipt Printing` setting. :alt: POS receipt .. seealso:: - - :doc:`restaurant/bill_printing` + - :ref:`pos/restaurant/bills` - :doc:`configuration/epos_printers` Reprint a receipt diff --git a/content/applications/sales/point_of_sale/restaurant.rst b/content/applications/sales/point_of_sale/restaurant.rst index 216a8f248..11f0ec855 100644 --- a/content/applications/sales/point_of_sale/restaurant.rst +++ b/content/applications/sales/point_of_sale/restaurant.rst @@ -1,55 +1,335 @@ -:show-content: - =================== Restaurant features =================== -Managing a restaurant or a bar comes with specific needs. The Point of Sale application provides -various features that allow performing all the required tasks in such businesses. +Odoo Point of Sale provides various features to manage a restaurant or a bar: -Once the POS is set to be used in a restaurant or a bar, you can: +- :ref:`Organizing the floors and tables `; +- :ref:`Taking orders `; +- :ref:`Communicating with the kitchen or bar through the POS `; +- :ref:`Printing and splitting bills `; +- :ref:`Collecting tips `; +- :doc:`Setting different taxes for takeaway food `. -- :doc:`organize your floors and tables to reflect your interior `; -- :ref:`take orders `; -- :doc:`communicate with the kitchen or the bar through the POS `; -- :doc:`print bills in advance and split them `; -- :doc:`collect tips `; and -- :doc:`set different taxes for takeaway food `. +Three main buttons in the POS register allow for navigating between the :ref:`Floor plan +` view, tables, and :ref:`orders `: -.. _restaurant/configuration: - -Configuration -============= - -To enable the restaurant and bar-specific features, go to :menuselection:`Point of Sale --> -Configuration --> Settings`, select the POS, and activate :guilabel:`Is a Bar/Restaurant`. - -These features are displayed in the :guilabel:`Restaurant & Bar` section. - -.. image:: restaurant/restaurant-bar-section.png - :align: center - :alt: restaurant and bar-specific features - -.. _restaurant/orders: - -Take orders -=========== - -Click a table to access the POS interface and start taking your customer's order. The system -automatically associates the orders and the table, allowing you to add more items later and generate -a bill specifically for that table's orders. - -Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view. +- :guilabel:`Plan`: Access the :ref:`Floor plan ` view. +- :guilabel:`Table`: Enter a table or order number, then click :guilabel:`Jump` to access them. The + button's label updates to display the selected number. When applicable, click :guilabel:`Book + table` to confirm the table's occupancy. +- :icon:`fa-plus-circle` (:guilabel:`order`): :ref:`Create a direct sales order ` + that is not linked to any table. Each click generates the next order in the sequence. Click + :guilabel:`Release Order` to cancel the order (if no products have been added) and return to the + :ref:`Floor plan ` view. .. note:: - As soon as you click a table, the number of guests is automatically set to one. If you - mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the - customer ` to another table. + - When :guilabel:`Table Booking` is enabled in the :ref:`POS settings `, + a :guilabel:`Booking` button appears on the main interface for viewing and managing bookings. + - Entering a number through the :guilabel:`Table` button that does not match an existing table + number creates a direct sales order. -.. toctree:: - :titlesonly: +.. important:: + To configure restaurant-specific settings, the :guilabel:`Is a Bar/Restaurant` setting under the + :guilabel:`Restaurant Mode` section must be enabled in the :ref:`POS settings + `. - restaurant/floors_tables - restaurant/kitchen_printing - restaurant/bill_printing - restaurant/tips +.. _pos/restaurant/floors: + +Floors and tables +================= + +The :guilabel:`Floor plan` view is the first screen displayed when :ref:`accessing the POS register +`. It enables managing restaurant floors and tables, and monitoring +table status in real time (occupancy, reservations, and kitchen orders). + +.. example:: + .. image:: restaurant/plan-understand.png + :alt: example of a floor plan view with visual keys to understand it. + :scale: 90 % + + - Table 101: The table is currently available but booked for 15:00. + - Table 102: The table is booked, and an order is sent to the kitchen. + - Table 103: The 12:00 table is running late. + - Table 104: The table has a pending order. + - Table 105: The table is available. + +Configuration +------------- + +Creating floors and tables allows managing table selection and :ref:`orders +`. + +.. _pos/restaurant/floors/backend: + +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`. Follow the next steps to configure the :guilabel:`Floor +plan`: + +#. Enter a :guilabel:`Floor Name`. +#. Select the related :guilabel:`Point of Sales`. +#. Optionally, hover the mouse over the placeholder image and click the :icon:`fa-pencil` + (:guilabel:`Edit`) icon to add a background image to the restaurant layout. +#. Click :guilabel:`Add a line` to create and configure a table: + + - Enter a :guilabel:`Table Number`. + - Fill in the number of :guilabel:`Seats`. + - Set the table's :guilabel:`Shape`. +#. Optionally, activate additional settings by clicking the :icon:`oi-settings-adjust` + (:guilabel:`settings`) icon: + + - Adjust the :guilabel:`Height`, :guilabel:`Width`, and :guilabel:`Color`. + - Tick the :guilabel:`Active` checkbox to make a table available or not. +#. Save. + +.. note:: + - Enable the :guilabel:`Table Booking` setting to assign an :guilabel:`Appointment resource` and + make a table bookable. + - Click the :icon:`fa-trash-o` (:guilabel:`trash`) icon to delete a table. + +.. tip:: + To create a :guilabel:`Floor plan` quickly, go to the :guilabel:`Restaurant Mode` section of the + :ref:`POS settings `. Under :guilabel:`Floors & Tables Map`, type the + floor name in the :guilabel:`Floors` field, and press `Enter`. + +.. _pos/restaurant/floors/frontend: + +From the POS frontend +~~~~~~~~~~~~~~~~~~~~~ + +To create floors and tables from the frontend, :ref:`open the POS register `, +click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the top right corner of the +:guilabel:`Floor plan` view, then :guilabel:`Edit Plan`. To configure the :guilabel:`Floor plan`, +follow the next steps: + +#. Click the :icon:`fa-plus` (:guilabel:`Add Floor`) icon to add a floor. +#. Enter a :guilabel:`Floor name` and click :guilabel:`Apply`. +#. Click the :icon:`fa-paint-brush` (:guilabel:`Change Floor Background`) icon to select a + background color, or click :icon:`fa-camera` :guilabel:`File` to upload an image. +#. Optionally, click the :icon:`fa-pencil-square-o` (:guilabel:`Rename`) icon to rename the + :guilabel:`Floor plan`, the :icon:`fa-files-o` (:guilabel:`Clone`) icon to create a copy, or + the :icon:`fa-trash` (:guilabel:`Delete`) icon to delete it. +#. Click :icon:`fa-plus-circle` :guilabel:`Table` to add a new table. To edit a table, select it + and click one of the following icons: + + - :icon:`fa-user` (:guilabel:`Seats`): Add or change the number of seats. + - :icon:`fa-square-o` (:guilabel:`Square`) or :icon:`fa-circle-o` (:guilabel:`Round`): Change + the table's shape. + - :icon:`fa-paint-brush` (:guilabel:`Change Floor Background`): Change the table's color. + - :icon:`fa-pencil-square-o` (:guilabel:`Rename`): Change the table number. + - :icon:`fa-copy` (:guilabel:`Clone`): Clone the table's attributes using the following table + number. + - :icon:`fa-trash` (:guilabel:`Delete`): Remove the table. +#. Click :guilabel:`Save`. + +.. warning:: + Removing a table or a floor is permanent. + +.. _pos/restaurant/orders: + +Order management +================ + +To take an order, :ref:`open the POS register ` and follow these steps: + +#. Select a :ref:`floor plan ` and click a table or click the + :icon:`fa-plus-circle` (:guilabel:`order`) button at the top to create a direct sales order. +#. Add products to the order. +#. Click :guilabel:`Order` to validate the order. + +When ready, :ref:`process the order payment `. + +.. tip:: + - To cancel a processed order, click :guilabel:`Actions`, then :guilabel:`Cancel Order`. If an + :ref:`order printer is configured `, a cancellation ticket is + automatically printed. + - To switch to another table order, click the button with the table number at the top of the POS + interface, enter a table number, and click :guilabel:`Jump`. + - Click :guilabel:`Release table` to cancel a table's occupancy. + - :ref:`Configure a printer ` to send an order to the kitchen + printer when clicking :guilabel:`Order`. + +.. _pos/restaurant/floors/transfer: + +Order transfer +-------------- + +To transfer an order to another table from the :ref:`POS interface `, click +:guilabel:`Actions`, then :guilabel:`Transfer/Merge`, and choose the target table in the +:ref:`Floor plan ` view: + + - Select an available table to transfer customers and their orders. + - Select an occupied table to merge customers and their orders. + +.. _pos/restaurant/orders-printing: + +Order printing +============== + +Configuration +------------- + +To enable sending orders to a kitchen or a bar printer, :doc:`connect a printer +` to Odoo, go to the :ref:`POS settings `, and +follow these steps: + +#. Scroll down to the :guilabel:`Preparation` section and enable the :guilabel:`Preparation + Printers` setting. +#. Type the printer's name in the :guilabel:`Printers` field and click :guilabel:`Create and edit`. +#. On the printer setup form, select the :guilabel:`Printer Type`: + + - If the printer is connected to an :doc:`IoT system `, select + :guilabel:`Use a printer connected to the IoT`, and choose the relevant :doc:`device + `. This process requires the IoT app and an IoT + system. + - If using an :doc:`Epson printer that does not require an IoT system connection + `, select :guilabel:`Use an Epson printer` and enter the + :guilabel:`Epson Printer IP Address`. +#. Define the product categories to be printed by clicking :guilabel:`Add a line` in the + :guilabel:`Printed Product Categories` field and selecting the preferred category from the + popover. +#. Click :guilabel:`Save & Close`. +#. In the :ref:`POS settings `, click :guilabel:`Save`. + +The printer is then connected to the point of sale and can print kitchen orders and order receipts. + +.. note:: + - Printing kitchen orders requires assigning a :guilabel:`PoS Product Category`. + - To create a :guilabel:`Printed Product Category` on the :guilabel:`Add: Printed Product + Categories` popover, click :guilabel:`New`. Enter a name, select a :guilabel:`Parent Category`, + choose a :guilabel:`Color`, click the :icon:`fa-pencil` (:guilabel:`Edit`) icon to add an + image, determine the product availability, then click :guilabel:`Save & Close`. + +.. tip:: + To access all preparation printers from the :ref:`POS settings `, scroll + down to the :guilabel:`Preparation` section, and click :icon:`oi-arrow-right` + :guilabel:`Printers`. Alternatively, go to :menuselection:`Point of Sale --> Orders --> + Preparations Printers`. + +.. seealso:: + - :doc:`Connect an IoT system to a POS ` + - :doc:`/applications/general/iot/devices/printer` + - :doc:`/applications/general/iot/connect` + - :doc:`/applications/sales/point_of_sale/preparation` + +.. _pos/restaurant/bills: + +Bills and payment +================= + +.. _pos/restaurant/bills/splitting: + +Bill splitting +-------------- + +To allow bill splitting, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and +enable :guilabel:`Allow Bill Splitting` under the :guilabel:`Restaurant Mode` section. + +To split a bill from the :ref:`POS interface `, follow these steps: + +#. Click :guilabel:`Actions`, then :guilabel:`Split`. +#. Select at least one product and click :guilabel:`Split Order`. +#. Proceed with the :ref:`payment `. +#. Click :icon:`fa-chevron-right` :guilabel:`Continue` and repeat the process for each guest. + +.. note:: + - Splitting a bill requires ordering at least two products and creates a sub-order, which must + be paid before returning to the main order. + - Clicking :guilabel:`Split Order` without selecting any product creates an empty sub-order. + +.. _pos/restaurant/bills/payment: + +Order payment +------------- + +To proceed with the order payment from the :ref:`POS interface `, follow +these steps: + +#. Click :guilabel:`Payment`. +#. Select a :doc:`payment method `. +#. Optionally, select a customer and send an invoice to them: + + - Click :icon:`fa-user` :guilabel:`Customer` to select or create a customer account. + - Enable :icon:`fa-file-text-o` :guilabel:`Invoice` to allow sending an invoice to the + customer. +#. Click :guilabel:`Validate`. + +.. _pos/restaurant/bills/printing: + +Receipt printing +---------------- + +To allow receipt printing, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and +enable :guilabel:`Early Receipt Printing` under the :guilabel:`Restaurant Mode` section. + +After a successful :ref:`order payment `, click :icon:`fa-print` +:guilabel:`Print Full Receipt` to generate and print a bill. + +.. important:: + If a printer is :doc:`configured and linked ` to a point of sale, + the receipt is automatically printed upon payment confirmation. + +.. seealso:: + :doc:`/applications/sales/point_of_sale/receipts_invoices` + +.. _pos/restaurant/tips: + +Tips +==== + +Configuration +------------- + +To allow tipping in a POS, go to the :ref:`POS settings `, scroll down to +the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`Save`. + +.. important:: + - The :guilabel:`Add tip after payment` setting only works for a POS in the United States + of America with an :doc:`Adyen ` or a :doc:`Stripe + ` :ref:`payment terminal `. + - The :guilabel:`Add tip through payment terminal (Adyen)` setting only works with an + :ref:`Adyen ` terminal. + +.. note:: + - Saving the :guilabel:`Tips` setting automatically fills the :guilabel:`Tip product` field + with the preconfigured :guilabel:`[TIPS] Tips` product, which is only used for tips. When + selecting another product in the :guilabel:`Tip product` field, the chosen product is no + longer available on the :ref:`POS interface `. + - Choose only one tip product per POS. + +.. _pos/restaurant/tips/add-tips: + +Tip and payment +--------------- + +To process a tip during :ref:`payment `, follow these steps: + +#. Click :icon:`fa-heart` :guilabel:`Tip`, add the amount, then click :guilabel:`Ok`. +#. Select a :doc:`payment method ` 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 + ` 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 `. To +process tips after payment, follow these steps: + +#. On the :guilabel:`Payment` screen, select a :guilabel:`Card` payment method linked to a + :doc:`Stripe ` or :doc:`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. diff --git a/content/applications/sales/point_of_sale/restaurant/bill_printing.rst b/content/applications/sales/point_of_sale/restaurant/bill_printing.rst deleted file mode 100644 index 4c52bb07e..000000000 --- a/content/applications/sales/point_of_sale/restaurant/bill_printing.rst +++ /dev/null @@ -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` diff --git a/content/applications/sales/point_of_sale/restaurant/bill_printing/settings.png b/content/applications/sales/point_of_sale/restaurant/bill_printing/settings.png deleted file mode 100644 index 32c175940..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/bill_printing/settings.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables.rst b/content/applications/sales/point_of_sale/restaurant/floors_tables.rst deleted file mode 100644 index a01a9a792..000000000 --- a/content/applications/sales/point_of_sale/restaurant/floors_tables.rst +++ /dev/null @@ -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 `, 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 `, 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` diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/add-floor-backend.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/add-floor-backend.png deleted file mode 100644 index 260ab98f2..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/add-floor-backend.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/edit-plan-frontend.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/edit-plan-frontend.png deleted file mode 100644 index 4f2f323ac..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/edit-plan-frontend.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst b/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst deleted file mode 100644 index 7aea1b432..000000000 --- a/content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst +++ /dev/null @@ -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 `, 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. diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing/order-button.png b/content/applications/sales/point_of_sale/restaurant/kitchen_printing/order-button.png deleted file mode 100644 index 73b3f1abc..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/kitchen_printing/order-button.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing/printer-setup.png b/content/applications/sales/point_of_sale/restaurant/kitchen_printing/printer-setup.png deleted file mode 100644 index 2d5ab131d..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/kitchen_printing/printer-setup.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/kitchen_printing/printers-settings.png b/content/applications/sales/point_of_sale/restaurant/kitchen_printing/printers-settings.png deleted file mode 100644 index 4c526830b..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/kitchen_printing/printers-settings.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/plan-understand.png b/content/applications/sales/point_of_sale/restaurant/plan-understand.png similarity index 100% rename from content/applications/sales/point_of_sale/restaurant/floors_tables/plan-understand.png rename to content/applications/sales/point_of_sale/restaurant/plan-understand.png diff --git a/content/applications/sales/point_of_sale/restaurant/restaurant-bar-section.png b/content/applications/sales/point_of_sale/restaurant/restaurant-bar-section.png deleted file mode 100644 index 608cae1a9..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/restaurant-bar-section.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/tips.rst b/content/applications/sales/point_of_sale/restaurant/tips.rst deleted file mode 100644 index 08467fbbd..000000000 --- a/content/applications/sales/point_of_sale/restaurant/tips.rst +++ /dev/null @@ -1,92 +0,0 @@ -==== -Tips -==== - -Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops `, -: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 ` 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 `. - -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 ` 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 ` 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 diff --git a/content/applications/sales/point_of_sale/restaurant/tips/add-tip.png b/content/applications/sales/point_of_sale/restaurant/tips/add-tip.png deleted file mode 100644 index f5884272f..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/tips/add-tip.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/tips/tip-after-payment.png b/content/applications/sales/point_of_sale/restaurant/tips/tip-after-payment.png deleted file mode 100644 index ba73f77d3..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/tips/tip-after-payment.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/tips/tipping-bill.png b/content/applications/sales/point_of_sale/restaurant/tips/tipping-bill.png deleted file mode 100644 index e64f88025..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/tips/tipping-bill.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/tips/tips-setup.png b/content/applications/sales/point_of_sale/restaurant/tips/tips-setup.png deleted file mode 100644 index a6fb61b5f..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/tips/tips-setup.png and /dev/null differ diff --git a/redirects/18.0.txt b/redirects/18.0.txt index 31d4f4484..84a760f69 100644 --- a/redirects/18.0.txt +++ b/redirects/18.0.txt @@ -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