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[IMP] pos/restaurant: Update Restaurant features 18.4

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Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
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content/applications/sales/point_of_sale/restaurant.rst
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@@ -5,43 +5,66 @@ Restaurant features
Odoo Point of Sale provides various features to manage a restaurant or a bar:
- :ref:`Organizing the floors and tables <pos/restaurant/floors>`;
- :ref:`Taking orders <pos/restaurant/orders>`;
- :ref:`Communicating with the kitchen or bar through the POS <pos/restaurant/orders-printing>`;
- :ref:`Managing orders <pos/restaurant/orders>`;
- :ref:`Notifying the kitchen or bar through the POS <pos/restaurant/orders-printing>`;
- :ref:`Printing and splitting bills <pos/restaurant/bills>`;
- :ref:`Collecting tips <pos/restaurant/tips>`;
- :doc:`Setting different taxes for takeaway food <pricing/fiscal_position>`.
- :doc:`Setting different taxes for takeout orders <pricing/fiscal_position>`.
Three main buttons in the POS register allow for navigating between the :ref:`Floor plan
<pos/restaurant/floors>` view, tables, and :ref:`orders <pos/restaurant/orders>`:
Three main buttons in the POS interface allow for navigating between tables, the register, and
orders:
- :guilabel:`Plan`: Access the :ref:`Floor plan <pos/restaurant/floors>` 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 <pos/restaurant/orders>`
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 <pos/restaurant/floors>` view.
.. note::
- When :guilabel:`Table Booking` is enabled in the :ref:`POS settings <configuration/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.
- :guilabel:`Tables`: Access the :ref:`Floor plan <pos/restaurant/floors>` view to manage table
occupancy.
- :guilabel:`Register`: Access the :ref:`POS register <pos/restaurant/orders>` to process orders.
- :guilabel:`Orders`: Access the overview of all orders.
.. 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
:guilabel:`Point of Sale` section must be enabled in the :ref:`POS settings
<configuration/settings>`.
.. note::
When :guilabel:`Booking` is enabled in the :ref:`POS settings <configuration/settings>`, a
:ref:`Booking <pos/restaurant/floors/booking>` button appears on the main interface for viewing
and managing bookings.
.. _pos/restaurant/default:
Default start screen
====================
To define the point of sale's default start screen, go to the :ref:`POS settings
<configuration/settings>`, scroll down to the :guilabel:`PoS Interface` section, and set the
:guilabel:`Default Screen` setting to :guilabel:`Tables` (i.e., :ref:`Floor plan
<pos/restaurant/floors>` view) or :ref:`Register <pos/restaurant/orders>`.
.. _pos/restaurant/floors:
Floors and tables
=================
The :guilabel:`Floor plan` view is the first screen displayed when :ref:`accessing the POS register
<pos/session-start>`. It enables managing restaurant floors and tables, and monitoring
table status in real time (occupancy, reservations, and kitchen orders).
The :guilabel:`Floor plan` view allows for managing restaurant floors and tables and monitoring
table status in real time (occupancy, reservations, kitchen orders) using the following action
buttons:
- :icon:`fa-plus` :guilabel:`New Order`: :ref:`Create a direct sales order
<pos/restaurant/orders/process>` that is not linked to any table. Take the order, click
:guilabel:`Set Table` to assign it to an existing table, or click :guilabel:`Set Tab` to
record the open order's name.
- Buttons for navigating between :ref:`configured floors <pos/restaurant/floors/backend>`
(e.g., :guilabel:`Main Floor/Patio`).
- :icon:`fa-hashtag` (:guilabel:`Table Selector`): Enter an existing table number and click
:guilabel:`Jump` to access it.
.. note::
- Selecting a table on the :guilabel:`Floor plan` view or accessing it through the
:guilabel:`Table Selector` automatically confirms the table's occupancy.
- To order free physical QR codes adapted to the floor plan, activate the :doc:`QR menu
</applications/sales/point_of_sale/self_order>` setting, then click :icon:`fa-qrcode`
:guilabel:`Get QR Codes` in the :guilabel:`Floor plan` view. This `offer
<https://www.odoo.com/app/point-of-sale-restaurant-qr-code>`_ is available worldwide and for
all subscription types.
.. example::
.. image:: restaurant/plan-understand.png
@@ -57,7 +80,7 @@ table status in real time (occupancy, reservations, and kitchen orders).
Configuration
-------------
Creating floors and tables allows managing table selection and :ref:`orders
Creating floors and tables allows for managing table selection and :ref:`orders
<pos/restaurant/orders>`.
.. _pos/restaurant/floors/backend:
@@ -86,12 +109,12 @@ plan`:
#. Save.
.. note::
- Enable the :guilabel:`Table Booking` setting to assign an :guilabel:`Appointment resource` and
make a table bookable.
- Enable the :ref:`Booking <pos/restaurant/floors/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
To create a :guilabel:`Floor plan` quickly, go to the :guilabel:`Point of Sale` section of the
:ref:`POS settings <configuration/settings>`. Under :guilabel:`Floors & Tables Map`, type the
floor name in the :guilabel:`Floors` field, and press `Enter`.
@@ -128,27 +151,100 @@ follow the next steps:
.. warning::
Removing a table or a floor is permanent.
.. _pos/restaurant/floors/booking:
Booking
-------
The :guilabel:`Booking` setting allows for creating and managing reservations for a designated
point of sale directly from the POS interface.
.. note::
Enabling the :guilabel:`Booking` setting automatically installs the :doc:`Appointments
</applications/productivity/appointments>` app.
.. _pos/restaurant/floors/booking/configuration:
Booking configuration
~~~~~~~~~~~~~~~~~~~~~
To enable and configure the bookings, follow these steps:
#. Go to the :ref:`POS settings <configuration/settings>`, scroll down to the :guilabel:`PoS
Interface` section, and enable :guilabel:`Booking`.
#. Enter a name in the :guilabel:`Appointment type` field and click :guilabel:`Create and edit`.
#. Configure the :ref:`Appointment type <appointments/configure>` form and click :guilabel:`Save`.
#. Click :guilabel:`Save` in the POS settings.
.. important::
To ensure that only existing resources can be booked for a specific point of sale, set the
:guilabel:`Book` field to :guilabel:`Resources` in the :guilabel:`Appointment type` form and
select tables. Then, enable :guilabel:`Manage Capacities` to define the maximum amount each
resource can handle.
.. tip::
To accommodate a booking that exceeds the capacity of a single table, click the
:icon:`fa-cubes` (:guilabel:`Resources`) icon in the :guilabel:`Appointment Type` form, select
a table, and add additional tables in the :guilabel:`Linked Resource` field to merge them.
.. seealso::
:doc:`/applications/productivity/appointments`
.. _pos/restaurant/floors/booking/management:
Booking management
~~~~~~~~~~~~~~~~~~
To manage table bookings from the POS interface, click :guilabel:`Booking`, then:
- Click :guilabel:`New` to create a booking. Add a name, the date and time, number of guests, phone
number, duration, and :ref:`resources <appointments/resources>`, then click :guilabel:`Save`.
- Click a booking to :guilabel:`Edit` or :guilabel:`Delete` it. Click a stage name (e.g.,
:guilabel:`Booked`, :guilabel:`Checked-In`, or :guilabel:`No Show`) or drag the booking card to
move it to the relevant stage.
.. tip::
To quickly edit a booking from the :ref:`Floor plan <pos/restaurant/floors>` view, click the
booking notification on the booked table.
.. _pos/restaurant/orders:
Order management
================
To take an order, :ref:`open the POS register <pos/session-start>` and follow these steps:
The POS register allows for :ref:`processing <pos/restaurant/orders/process>` and :ref:`transferring
<pos/restaurant/floors/transfer>` orders, defining :ref:`presets <pos/restaurant/orders/preset>`,
and managing :ref:`courses <pos/restaurant/orders/courses>`.
#. Select a :ref:`floor plan <pos/restaurant/floors>` 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.
.. _pos/restaurant/orders/process:
Order process
-------------
To process an order from the POS register, follow these steps:
#. Click products to add them to the cart.
#. Define how the order is handled:
- Click :guilabel:`Set Table` to link the order to a table. Enter a table number and click
:guilabel:`Assign`.
- Click :guilabel:`Set Tab` to enter the open order's name and click :guilabel:`Apply`.
#. Click :guilabel:`Order` to validate the order.
When ready, :ref:`process the order payment <pos/restaurant/bills/payment>`.
.. note::
Clicking :guilabel:`Order` redirects to the :ref:`Floor plan <pos/restaurant/floors>` view if
:guilabel:`Tables` is selected as the :ref:`default start screen <pos/restaurant/default>`.
.. tip::
- To cancel a processed order, click :guilabel:`Actions`, then :guilabel:`Cancel Order`. If an
:ref:`order printer is configured <pos/restaurant/orders-printing>`, 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.
- To cancel an order, click the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then
:guilabel:`Cancel Order`. If an :ref:`order printer is configured
<pos/restaurant/orders-printing>`, a cancellation ticket is automatically printed for an
order sent to the kitchen.
- After selecting a table in the :ref:`Floor plan <pos/restaurant/floors>` view, click
:guilabel:`Release table` in the cart to cancel the table's occupancy. This action is
available when the cart is empty.
- :ref:`Configure a printer <pos/restaurant/orders-printing>` to send an order to the kitchen
printer when clicking :guilabel:`Order`.
@@ -157,21 +253,70 @@ When ready, :ref:`process the order payment <pos/restaurant/bills/payment>`.
Order transfer
--------------
To transfer an order to another table from the :ref:`POS interface <pos/restaurant/orders>`, click
:guilabel:`Actions`, then :guilabel:`Transfer/Merge`, and choose the target table in the
:ref:`Floor plan <pos/restaurant/floors>` view:
To transfer an order to another table from the :ref:`POS register <pos/restaurant/orders>`, click
the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then :guilabel:`Transfer/Merge`, and choose
the target table in the :ref:`Floor plan <pos/restaurant/floors>` view:
- Select an available table to transfer customers and their orders.
- Select an occupied table to merge customers and their orders.
.. _pos/restaurant/orders/preset:
Presets
-------
Presets are used to apply preconfigured settings to orders and determine whether an order is for
:guilabel:`Dine In`, :guilabel:`Takeout`, or :guilabel:`Delivery`. They also control whether
customer contact information is required and apply capacity limits based on opening hours and order
quantity.
To use preconfigured presets, go to the :ref:`POS settings <configuration/settings>` and
enable the :guilabel:`Take out / Delivery / Members` setting under the :guilabel:`Point of Sale`
section. Set the :guilabel:`Default` field to the preferred preset, then save. From the
:ref:`register <pos/restaurant/orders>`, select the relevant preset, and :ref:`process the order
<pos/restaurant/orders/process>`:
- :guilabel:`Dine In`: Assign a :ref:`table or open a tab <pos/restaurant/orders/process>`.
- :guilabel:`Takeout`: Enter the order's name and click :guilabel:`Apply`, then select a date
and a time slot.
- :guilabel:`Delivery`: Select an existing customer, or click :guilabel:`Create` to add one. Then,
select a time slot.
.. tip::
Click the preset button to switch to another one.
.. seealso::
- :doc:`/applications/sales/point_of_sale/preparation`
- :doc:`/applications/sales/point_of_sale/online_food_delivery`
.. _pos/restaurant/orders/courses:
Courses
-------
The :guilabel:`Course` button allows for splitting orders into multiple courses, sending each course
to the kitchen sequentially.
To split an order into courses from the :ref:`register <pos/restaurant/orders>`, click
:guilabel:`Course` and add products. Repeat the action as many times as needed, then click
:guilabel:`Order` to send the order to the kitchen, which also fires the first course.
When ready for the second course, retrieve the order from the :ref:`Floor plan
<pos/restaurant/floors>` view or the :guilabel:`Orders` overview, and click :guilabel:`Fire Course
2`. Repeat the action as many times as needed.
.. tip::
- Alternatively, click :guilabel:`Course` as often as needed to display the desired number of
courses in the cart. Then, click each course, add products, and click :guilabel:`Order`.
- To transfer a product or an entire course into another course, select it in the cart, click
the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then :icon:`fa-arrow-down`
:guilabel:`Transfer course`, and select the preferred course.
.. _pos/restaurant/orders-printing:
Order printing
==============
Configuration
-------------
To enable sending orders to a kitchen or a bar printer, :doc:`connect a printer
<configuration/epos_printers>` to Odoo, go to the :ref:`POS settings <configuration/settings>`, and
follow these steps:
@@ -191,7 +336,7 @@ follow these steps:
#. 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`.
#. Click :guilabel:`Save`.
#. In the :ref:`POS settings <configuration/settings>`, click :guilabel:`Save`.
The printer is then connected to the point of sale and can print kitchen orders and order receipts.
@@ -204,10 +349,13 @@ The printer is then connected to the point of sale and can print kitchen orders
image, determine the product availability, then click :guilabel:`Save & Close`.
.. tip::
To access all preparation printers from the :ref:`POS settings <configuration/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`.
- To access all preparation printers from the :ref:`POS settings <configuration/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`.
- After :ref:`processing an order <pos/restaurant/orders/process>`, click the :icon:`fa-cutlery`
(:guilabel:`order`) icon in the :ref:`POS register <pos/restaurant/orders>` next to
:guilabel:`Payment` to reprint a duplicate of the last kitchen order.
.. seealso::
- :doc:`Connect an IoT system to a POS <configuration/pos_iot>`
@@ -226,26 +374,29 @@ 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.
enable :guilabel:`Allow Bill Splitting` under the :guilabel:`Point of Sale` section.
To split a bill from the :ref:`POS interface <pos/restaurant/orders>`, follow these steps:
To split a bill from the :ref:`POS register <pos/restaurant/orders>`, follow these steps:
#. Click :guilabel:`Actions`, then :guilabel:`Split`.
#. Select at least one product and click :guilabel:`Split Order`.
#. Proceed with the :ref:`payment <pos/restaurant/bills/payment>`.
#. Click the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then :guilabel:`Split`.
#. Select at least one product and perform one of the following actions:
- :guilabel:`Payment`: Process the direct payment for the selected product(s).
- :guilabel:`Split Order`: Create a sub-order.
- :guilabel:`Transfer`: Transfer one or all products to another table.
#. Process the :ref:`payment <pos/restaurant/bills/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.
Splitting a bill requires ordering at least two products and creates a sub-order, which must
be paid before returning to the main order.
.. _pos/restaurant/bills/payment:
Order payment
-------------
To proceed with the order payment from the :ref:`POS interface <pos/restaurant/orders>`, follow
To proceed with the order payment from the :ref:`POS register <pos/restaurant/orders>`, follow
these steps:
#. Click :guilabel:`Payment`.
@@ -263,7 +414,7 @@ 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.
enable :guilabel:`Early Receipt Printing` under the :guilabel:`Point of Sale` section.
After a successful :ref:`order payment <pos/restaurant/bills/payment>`, click :icon:`fa-print`
:guilabel:`Print Full Receipt` to generate and print a bill.
@@ -284,7 +435,7 @@ Configuration
-------------
To allow tipping in a POS, go to the :ref:`POS settings <configuration/settings>`, scroll down to
the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`Save`.
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
@@ -297,7 +448,7 @@ the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`
- 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 <pos/restaurant/orders>`.
longer available on the :ref:`POS register <pos/restaurant/orders>`.
- Choose only one tip product per POS.
.. _pos/restaurant/tips/add-tips:
@@ -313,9 +464,9 @@ To process a tip during :ref:`payment <pos/restaurant/bills/payment>`, follow th
.. tip::
If the order and the tip are paid using different payment methods, select a :doc:`payment method
<payment_methods>` 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.
<payment_methods>` for the order first. Then, select a payment method for the tip, click
:icon:`fa-heart` :guilabel:`Tip`, add the tip amount, and click :guilabel:`Ok`.
Finally, :guilabel:`Validate` the payment.
Tip after payment (US only)
---------------------------

5
content/applications/sales/point_of_sale/self_order.rst
View File

@@ -34,8 +34,9 @@ You can choose from:
with the generated QR codes.
.. note::
In **restaurants**, printing or downloading QR codes generates as many QR codes as the
number of available tables. In **shops**, it generates only one generic QR code.
In :ref:`restaurants <pos/restaurant/floors>`, printing or downloading QR codes generates
as many QR codes as the number of available tables. In **shops**, it generates only one
generic QR code.
.. tip::
To customize QR codes,