[IMP] pos: upd floors & tables

task-4565490

closes odoo/documentation#12343

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
This commit is contained in:
LoredanaLrpz
2025-03-10 14:33:50 +01:00
committed by Loredana Perazzo
parent 327ff9d5b1
commit 8f02a8a7bb
8 changed files with 61 additions and 51 deletions

View File

@@ -44,7 +44,7 @@ Once you have taken an order, click :guilabel:`Change table` to return to the fl
.. 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 <floors_tables/transfer>` to another table.
customer <pos/floors_tables/transfer>` to another table.
.. toctree::
:titlesonly:

View File

@@ -3,20 +3,17 @@ 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.
table status in real time including occupancy, reservations, and kitchen orders.
.. example::
.. image:: floors_tables/plan-understand.png
:alt: example of a floor plan view with visual keys to understand it.
:scale: 90 %
.. image:: floors_tables/plan-understand.png
:alt: example of a floor plan view with visual keys to understand it.
- Table 1: An order has been placed and sent to the kitchen.
- Table 3: An order of four items has been placed and needs to be sent to the kitchen.
- Tables 2, 4, and 5: These tables are available.
- Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and 8 people.
- Table 1: The table of two is full.
- Table 3: The table of four is taken by one person.
- Table 5: "Famous Joe" has a reservation for 8 people at 12:00.
- 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
=============
@@ -25,65 +22,78 @@ 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. Name it, select the related point(s)
of sales, and click :guilabel:`Add a line` to create a table. Name the table and assign a number of
seats. You can also link it to an appointment resource to make the table bookable. Once done,
click :guilabel:`Save & Close` or :guilabel:`Save & New` to confirm.
--> 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,
.. image:: floors_tables/table-creation-backend.png
#. 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
:scale: 75%
:alt: window to create a table in the POS backend
.. note::
The POS must be opened and :ref:`edited from the frontend <floors_tables/frontend>` to create a
map of your restaurant or bar reflecting your actual floor plan.
.. tip::
Create floors on the spot: :ref:`access your POS settings <configuration/settings>`, type your
floor name in the :guilabel:`Floor` field of the :guilabel:`Floors & Tables Map` category, and
press *enter*.
.. image:: floors_tables/floor-creation-backend.png
:scale: 75%
:alt: setting to create floors from the POS settings
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 frontend
---------------------
From the POS front end
----------------------
To create floors and tables from the frontend, :ref:`open a POS session <pos/session-start>`, click
the hamburger menu icon :guilabel:`≡` in the upper right corner, then :guilabel:`Edit Plan` to enter
the **edit mode**.
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`.
Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-up window.
#. 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.
Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To move it, select it and drag
and drop it as desired. You can also modify the attributes of the selected table, such as the number
of seats by clicking :guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color
using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To duplicate an existing
table, select it and click :guilabel:`COPY`. You can also remove the table by clicking
:guilabel:`DELETE`.
To adjust a specific table, select it and click:
After making all the necessary modifications, click :guilabel:`CLOSE` to save.
- 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.
.. image:: floors_tables/floor-map.png
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.
.. note::
If no table is selected, the modifications are applied to the floor.
:scale: 85 %
.. warning::
Removing a table or a floor cannot be undone.
.. _floors_tables/transfer:
.. _pos/floors_tables/transfer:
Table transfer
==============
To move customers from one table to another, select a table and click :guilabel:`→ Transfer` on the
POS interface. This redirects you to the floor plan view, where you can choose the new table to
which you want to transfer the customers.
Select a table to move customers to another table, then click :guilabel:`Actions` and
:icon:`oi-arrow-right` :guilabel:`Transfer/Merge`.
When you transfer customers, all of the orders they have placed and that are linked to the original
table are also transferred.
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`

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