[MOV] POS: customer display section moved + config and use update

task-4920460

The customer display section is now part of a bigger pos_hardware.rst documentation
page

closes odoo/documentation#14000

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
This commit is contained in:
Loredana Perazzo
2025-07-11 09:51:57 +02:00
parent 0c64fc51ab
commit 2f5efd6e38
8 changed files with 113 additions and 77 deletions

View File

@@ -3,11 +3,120 @@ Hardware
======== ========
Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment
terminals <payment_methods/terminals>` and cash drawers, as well as :doc:`customer displays terminals <payment_methods/terminals>` and cash drawers, as well as :ref:`customer displays
<shop/customer_display>`, :ref:`scales <pos/scale>`, :doc:`barcode scanners <shop/barcode>`, <pos/display>`, :ref:`scales <pos/scale>`, :doc:`barcode scanners <shop/barcode>`,
:doc:`ePOS printers <configuration/epos_printers>`, and in-store :doc:`electronic shelf labels :doc:`ePOS printers <configuration/epos_printers>`, and in-store :doc:`electronic shelf labels
<pricing/electronic_labels>`. <pricing/electronic_labels>`.
.. _pos/display:
Customer display
================
The **customer display** feature provides real-time updates on a secondary screen for customers
during the checkout process. This screen shows the :ref:`items in the cart <pos/sell>`, the subtotal
as items are added, and details throughout the payment process. It also displays the total amount,
the selected :doc:`payment method <payment_methods>`, and any change to be returned.
.. image:: pos_hardware/display.png
:alt: customer screen
:scale: 50 %
.. note::
Both the customer and POS displays must have a minimum diagonal size of 6 inches. For optimal
readability, larger screens are recommended.
Configuration
-------------
Depending on the POS setup, the feature can be displayed directly on a secondary screen connected
via USB-C or HDMI, on another device remotely, or on a screen connected through an IoT system.
To activate the feature, follow these steps:
#. Navigate to the :ref:`POS settings <configuration/settings>` and scroll down to the
:guilabel:`Connected Devices` section.
#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the
following options:
- :guilabel:`None`: To disable the feature.
- :ref:`The same device <pos/display-same-device>`: To use a secondary screen connected
with an HDMI or USB-C cable.
- :ref:`Another device <pos_hardware/display_another_device>`: To use a remote device connected
to the database.
- :ref:`An IOT-connected screen <pos_hardware/display_iot>`: To use a screen connected via an
:doc:`IoT system <../../general/iot>`.
For displays connected using an :doc:`IoT system <../../general/iot>`:
#. Enable the :guilabel:`IoT Box` option to activate the IoT system in POS.
#. Click :guilabel:`Save`, which activates the IoT app in Odoo.
#. :doc:`Connect and configure an IoT system <../../general/iot/connect>` for a :doc:`display
<../../general/iot/devices/screen>`.
#. Return to the :ref:`POS settings <configuration/settings>` and select an IoT-connected screen
using the :guilabel:`Customer Display` field.
Opening the customer display
----------------------------
.. _pos/display-same-device:
Same device
~~~~~~~~~~~
To open the customer display on a second screen connected to a POS system using an HDMI or USB-C
cable, follow these steps:
#. :ref:`Open a POS session <pos/session-start>`.
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens a new window to
drag onto the second screen.
For POS terminals running the Odoo Android app with dual-screen support,
#. :doc:`Activate the Point of Sale Mobile module <../../general/apps_modules>` to enable the
customer display.
#. :ref:`Open a POS session <pos/session-start>`.
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
display on the terminal's secondary screen.
.. _pos_hardware/display_another_device:
Another device
~~~~~~~~~~~~~~
To open the customer display on a remote device (any computer, tablet, or smartphone), follow these
steps:
#. Access your database from the other device and navigate to :menuselection:`Point of Sale -->
Dashboard`.
#. Click the :icon:`fa-ellipsis-v` (:guilabel:`Dropdown menu`) icon on a POS card.
#. Click :guilabel:`Customer Display` to open the display remotely.
.. note::
The two devices are not required to share the same network as long as they are connected to the
same database.
.. _pos_hardware/display_iot:
IOT-connected screen
~~~~~~~~~~~~~~~~~~~~
To open the customer display onto an IoT-connected screens:
#. :ref:`Open a POS session <pos/session-start>`.
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
display onto the IoT-connected screen.
.. note::
Both devices need to be connected to the same local network.
.. seealso::
- :doc:`configuration/pos_iot`
- :doc:`../../general/iot`
.. _pos/scale: .. _pos/scale:
Scale Scale
@@ -88,7 +197,7 @@ turns green.
.. admonition:: Additional guidelines .. admonition:: Additional guidelines
Both the :doc:`customer <shop/customer_display>` and POS displays must have a minimum diagonal Both the :ref:`customer <pos/display>` and POS displays must have a minimum diagonal
size of 6 inches. For optimal readability, larger screens are recommended. size of 6 inches. For optimal readability, larger screens are recommended.
Using a scale in PoS Using a scale in PoS

Binary file not shown.

After

Width:  |  Height:  |  Size: 29 KiB

View File

@@ -11,4 +11,3 @@ Shop features
shop/barcode shop/barcode
shop/serial_numbers shop/serial_numbers
shop/ship_later shop/ship_later
shop/customer_display

View File

@@ -1,73 +0,0 @@
================
Customer display
================
The **customer display** feature provides customers with real-time checkout updates on a secondary
display.
.. image:: customer_display/display.png
:alt: customer screen
Configuration
=============
Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen
<customer_display/local>`, :ref:`remotely on another device <customer_display/remote>`, or
:ref:`another monitor connected to an IoT Box <customer_display/iot>`.
To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices`
section, and tick the :guilabel:`Customer Display` checkbox.
.. image:: customer_display/feature-setting.png
:alt: customer display setting checkbox
.. _customer_display/local:
Local
-----
Connect a second screen to your POS using an HDMI or USB-C cable, then,
#. :ref:`Open a POS session <pos/session-start>`.
#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open a new window to drag and
drop onto the second screen.
For POS terminals running the Odoo Android app with dual-screen support,
#. :doc:`Activate the Point of Sale Mobile module <../../../general/apps_modules>` to enable the
customer display.
#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
#. Once installed, click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open the
customer display on the terminal's secondary screen.
.. _customer_display/remote:
Remote
------
Access your database from another device (any computer, tablet, or smartphone), go to the POS
application, click the vertical ellipsis button (:guilabel:`⋮`) on a POS card, and then
:guilabel:`Customer Display` to open the display remotely.
.. note::
The two devices are not required to share the same network.
.. _customer_display/iot:
IoT system
----------
Connect an IoT box to your database and the second screen to the IoT box. Then, go to
:menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the
:guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second
monitor in the :guilabel:`Customer Display` field.
.. image:: customer_display/iot-setting.png
:alt: iot setting to connect a customer display
.. note::
Both devices need to be connected to the same local network.
.. seealso::
:doc:`../configuration/pos_iot`

Binary file not shown.

Before

Width:  |  Height:  |  Size: 27 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 9.2 KiB

View File

@@ -10,6 +10,7 @@ applications/finance/fiscal_localizations/employment_hero.rst applications/hr/pa
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/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 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/inventory_and_mrp # applications/inventory_and_mrp