[IMP] pos: upd floors & tables
task-4565490 closes odoo/documentation#12343 Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
@@ -44,7 +44,7 @@ Once you have taken an order, click :guilabel:`Change table` to return to the fl
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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 <floors_tables/transfer>` to another table.
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customer <pos/floors_tables/transfer>` to another table.
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.. toctree::
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:titlesonly:
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@@ -3,20 +3,17 @@ Floors and tables
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=================
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The **Floor plan view** enables you to manage restaurant floors and table arrangements and monitor
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table status in real time, including occupancy, reservations, and kitchen orders.
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table status in real time — including occupancy, reservations, and kitchen orders.
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.. example::
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.. image:: floors_tables/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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.. image:: floors_tables/plan-understand.png
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:alt: example of a floor plan view with visual keys to understand it.
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- Table 1: An order has been placed and sent to the kitchen.
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- Table 3: An order of four items has been placed and needs to be sent to the kitchen.
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- Tables 2, 4, and 5: These tables are available.
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- Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and 8 people.
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- Table 1: The table of two is full.
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- Table 3: The table of four is taken by one person.
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- Table 5: "Famous Joe" has a reservation for 8 people at 12:00.
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- Table 101: The table is available now but booked at 15:00.
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- Table 102: An order has been placed and sent to the kitchen.
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- Table 103: The table was booked at 12:00, but customers are late.
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- Table 104: Two items are waiting to be sent to the kitchen.
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- Table 105: The table is available.
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Configuration
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=============
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@@ -25,65 +22,78 @@ 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` to create a floor. Name it, select the related point(s)
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of sales, and click :guilabel:`Add a line` to create a table. Name the table and assign a number of
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seats. You can also link it to an appointment resource to make the table bookable. Once done,
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click :guilabel:`Save & Close` or :guilabel:`Save & New` to confirm.
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--> Floor Plans`, and click :guilabel:`New` to create a floor. Optionally, activate additional
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settings by clicking the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) icon. Then,
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.. image:: floors_tables/table-creation-backend.png
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#. Enter a :guilabel:`Floor Name`.
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#. Select the related :guilabel:`Point of Sales`.
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#. Hover over the placeholder image and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to add
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a background image (e.g., your restaurant layout).
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#. Click :guilabel:`Add a line` to create a table and set it up:
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- Enter a :guilabel:`Table Number`.
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- Fill in the number of :guilabel:`Seats`.
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- Select a :guilabel:`Square` or :guilabel:`Round` :guilabel:`Shape`.
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- Assign an :guilabel:`Appointment resource` to make the table bookable.
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- Adjust the :guilabel:`Height`, :guilabel:`Width`, and :guilabel:`Color`.
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#. Click the :icon:`fa-trash-o` (:guilabel:`delete`) icon to delete a table.
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.. image:: floors_tables/add-floor-backend.png
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:scale: 75%
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:alt: window to create a table in the POS backend
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.. note::
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The POS must be opened and :ref:`edited from the frontend <floors_tables/frontend>` to create a
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map of your restaurant or bar reflecting your actual floor plan.
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.. tip::
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Create floors on the spot: :ref:`access your POS settings <configuration/settings>`, type your
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floor name in the :guilabel:`Floor` field of the :guilabel:`Floors & Tables Map` category, and
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press *enter*.
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.. image:: floors_tables/floor-creation-backend.png
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:scale: 75%
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:alt: setting to create floors from the POS settings
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floor name in the :guilabel:`Floors` field of the :guilabel:`Floors & Tables Map` section, and
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press *enter* or click :guilabel:`Create and edit...` to set it up.
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.. _floors_tables/frontend:
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From the POS frontend
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---------------------
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From the POS front end
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----------------------
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To create floors and tables from the frontend, :ref:`open a POS session <pos/session-start>`, click
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the hamburger menu icon :guilabel:`≡` in the upper right corner, then :guilabel:`Edit Plan` to enter
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the **edit mode**.
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To create floors and tables from the front end, :ref:`open a POS session <pos/session-start>`, click
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the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the upper right corner, then
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:guilabel:`Edit Plan`.
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Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-up window.
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#. Add a floor by clicking the :icon:`fa-plus` (:guilabel:`plus`) icon, then enter a name in the
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modal window.
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#. Click the :icon:`fa-paint-brush` (:guilabel:`paintbrush`) icon to change the background color or
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image.
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#. Click :icon:`fa-plus-circle` :guilabel:`Table` to add a new table.
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Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To move it, select it and drag
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and drop it as desired. You can also modify the attributes of the selected table, such as the number
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of seats by clicking :guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color
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using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To duplicate an existing
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table, select it and click :guilabel:`COPY`. You can also remove the table by clicking
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:guilabel:`DELETE`.
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To adjust a specific table, select it and click:
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After making all the necessary modifications, click :guilabel:`CLOSE` to save.
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- The :icon:`fa-user` (:guilabel:`user`) icon to change the number of seats.
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- The :icon:`fa-square` (:guilabel:`square`) or :icon:`fa-circle` (:guilabel:`round`)
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icon to switch the shape from round to square, and vice versa.
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- The :icon:`fa-paint-brush` (:guilabel:`paintbrush`) icon to change the table's color.
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- The :icon:`fa-pencil-square-o` (:guilabel:`rename`) icon to change the table number.
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- The :icon:`fa-copy` (:guilabel:`clone`) icon to duplicate the table.
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- The :icon:`fa-trash` (:guilabel:`bin`) icon to remove the table.
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.. image:: floors_tables/floor-map.png
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After making all the necessary modifications, click :guilabel:`Save` or the :icon:`fa-floppy-o`
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(:guilabel:`floppy disk`) icon to save.
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.. image:: floors_tables/edit-plan-frontend.png
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:alt: the floor plan view in edit mode.
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.. note::
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If no table is selected, the modifications are applied to the floor.
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:scale: 85 %
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.. warning::
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Removing a table or a floor cannot be undone.
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.. _floors_tables/transfer:
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.. _pos/floors_tables/transfer:
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Table transfer
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==============
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To move customers from one table to another, select a table and click :guilabel:`→ Transfer` on the
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POS interface. This redirects you to the floor plan view, where you can choose the new table to
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which you want to transfer the customers.
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Select a table to move customers to another table, then click :guilabel:`Actions` and
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:icon:`oi-arrow-right` :guilabel:`Transfer/Merge`.
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When you transfer customers, all of the orders they have placed and that are linked to the original
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table are also transferred.
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In the floor plan view, choose the target table:
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- Select a free 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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.. seealso::
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:doc:`../restaurant`
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