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[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>
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@@ -3,11 +3,120 @@ Hardware
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========
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========
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Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment
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Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment
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terminals <payment_methods/terminals>` and cash drawers, as well as :doc:`customer displays
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terminals <payment_methods/terminals>` and cash drawers, as well as :ref:`customer displays
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<shop/customer_display>`, :ref:`scales <pos/scale>`, :doc:`barcode scanners <shop/barcode>`,
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<pos/display>`, :ref:`scales <pos/scale>`, :doc:`barcode scanners <shop/barcode>`,
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:doc:`ePOS printers <configuration/epos_printers>`, and in-store :doc:`electronic shelf labels
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:doc:`ePOS printers <configuration/epos_printers>`, and in-store :doc:`electronic shelf labels
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<pricing/electronic_labels>`.
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<pricing/electronic_labels>`.
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.. _pos/display:
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Customer display
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================
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The **customer display** feature provides real-time updates on a secondary screen for customers
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during the checkout process. This screen shows the :ref:`items in the cart <pos/sell>`, the subtotal
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as items are added, and details throughout the payment process. It also displays the total amount,
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the selected :doc:`payment method <payment_methods>`, and any change to be returned.
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.. image:: pos_hardware/display.png
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:alt: customer screen
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:scale: 50 %
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.. note::
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Both the customer and POS displays must have a minimum diagonal size of 6 inches. For optimal
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readability, larger screens are recommended.
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Configuration
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-------------
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Depending on the POS setup, the feature can be displayed directly on a secondary screen connected
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via USB-C or HDMI, on another device remotely, or on a screen connected through an IoT system.
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To activate the feature, follow these steps:
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#. Navigate to the :ref:`POS settings <configuration/settings>` and scroll down to the
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:guilabel:`Connected Devices` section.
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#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the
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following options:
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- :guilabel:`None`: To disable the feature.
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- :ref:`The same device <pos/display-same-device>`: To use a secondary screen connected
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with an HDMI or USB-C cable.
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- :ref:`Another device <pos_hardware/display_another_device>`: To use a remote device connected
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to the database.
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- :ref:`An IOT-connected screen <pos_hardware/display_iot>`: To use a screen connected via an
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:doc:`IoT system <../../general/iot>`.
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For displays connected using an :doc:`IoT system <../../general/iot>`:
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#. Enable the :guilabel:`IoT Box` option to activate the IoT system in POS.
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#. Click :guilabel:`Save`, which activates the IoT app in Odoo.
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#. :doc:`Connect and configure an IoT system <../../general/iot/connect>` for a :doc:`display
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<../../general/iot/devices/screen>`.
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#. Return to the :ref:`POS settings <configuration/settings>` and select an IoT-connected screen
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using the :guilabel:`Customer Display` field.
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Opening the customer display
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----------------------------
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.. _pos/display-same-device:
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Same device
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~~~~~~~~~~~
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To open the customer display on a second screen connected to a POS system using an HDMI or USB-C
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cable, follow these steps:
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
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#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens a new window to
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drag onto the second screen.
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For POS terminals running the Odoo Android app with dual-screen support,
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#. :doc:`Activate the Point of Sale Mobile module <../../general/apps_modules>` to enable the
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customer display.
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
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#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
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display on the terminal's secondary screen.
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.. _pos_hardware/display_another_device:
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Another device
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~~~~~~~~~~~~~~
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To open the customer display on a remote device (any computer, tablet, or smartphone), follow these
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steps:
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#. Access your database from the other device and navigate to :menuselection:`Point of Sale -->
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Dashboard`.
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#. Click the :icon:`fa-ellipsis-v` (:guilabel:`Dropdown menu`) icon on a POS card.
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#. Click :guilabel:`Customer Display` to open the display remotely.
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.. note::
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The two devices are not required to share the same network as long as they are connected to the
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same database.
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.. _pos_hardware/display_iot:
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IOT-connected screen
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~~~~~~~~~~~~~~~~~~~~
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To open the customer display onto an IoT-connected screens:
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
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#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
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display onto the IoT-connected screen.
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.. note::
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Both devices need to be connected to the same local network.
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.. seealso::
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- :doc:`configuration/pos_iot`
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- :doc:`../../general/iot`
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.. _pos/scale:
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.. _pos/scale:
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Scale
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Scale
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@@ -88,7 +197,7 @@ turns green.
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.. admonition:: Additional guidelines
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.. admonition:: Additional guidelines
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Both the :doc:`customer <shop/customer_display>` and POS displays must have a minimum diagonal
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Both the :ref:`customer <pos/display>` and POS displays must have a minimum diagonal
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size of 6 inches. For optimal readability, larger screens are recommended.
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size of 6 inches. For optimal readability, larger screens are recommended.
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Using a scale in PoS
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Using a scale in PoS
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@@ -11,4 +11,3 @@ Shop features
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shop/barcode
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shop/barcode
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shop/serial_numbers
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shop/serial_numbers
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shop/ship_later
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shop/ship_later
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shop/customer_display
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@@ -1,73 +0,0 @@
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================
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Customer display
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================
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The **customer display** feature provides customers with real-time checkout updates on a secondary
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display.
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.. image:: customer_display/display.png
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:alt: customer screen
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Configuration
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=============
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Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen
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<customer_display/local>`, :ref:`remotely on another device <customer_display/remote>`, or
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:ref:`another monitor connected to an IoT Box <customer_display/iot>`.
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To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices`
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section, and tick the :guilabel:`Customer Display` checkbox.
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.. image:: customer_display/feature-setting.png
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:alt: customer display setting checkbox
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.. _customer_display/local:
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Local
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-----
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Connect a second screen to your POS using an HDMI or USB-C cable, then,
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
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#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open a new window to drag and
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drop onto the second screen.
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For POS terminals running the Odoo Android app with dual-screen support,
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#. :doc:`Activate the Point of Sale Mobile module <../../../general/apps_modules>` to enable the
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customer display.
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#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
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#. Once installed, click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open the
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customer display on the terminal's secondary screen.
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.. _customer_display/remote:
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Remote
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------
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Access your database from another device (any computer, tablet, or smartphone), go to the POS
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application, click the vertical ellipsis button (:guilabel:`⋮`) on a POS card, and then
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:guilabel:`Customer Display` to open the display remotely.
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.. note::
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The two devices are not required to share the same network.
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.. _customer_display/iot:
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IoT system
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----------
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Connect an IoT box to your database and the second screen to the IoT box. Then, go to
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:menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the
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:guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second
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monitor in the :guilabel:`Customer Display` field.
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.. image:: customer_display/iot-setting.png
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:alt: iot setting to connect a customer display
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.. note::
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Both devices need to be connected to the same local network.
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.. seealso::
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:doc:`../configuration/pos_iot`
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@@ -10,6 +10,7 @@ applications/finance/fiscal_localizations/employment_hero.rst applications/hr/pa
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content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst content/applications/sales/point_of_sale/payment_methods/terminals.rst
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content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst content/applications/sales/point_of_sale/payment_methods/terminals.rst
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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
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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
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applications/sales/point_of_sale/shop/customer_display.rst applications/sales/point_of_sale/pos_hardware.rst
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# applications/inventory_and_mrp
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# applications/inventory_and_mrp
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