[IMP] pos/restaurant: Update Restaurant features 18.4

task-3604855

closes odoo/documentation#14879

X-original-commit: 3a9b1666da
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>

content/applications/sales/point_of_sale/restaurant.rst

@@ -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:`Managing orders <pos/restaurant/orders>`;
-- :ref:`Communicating with the kitchen or bar through the POS <pos/restaurant/orders-printing>`;
+- :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
+Three main buttons in the POS interface allow for navigating between tables, the register, and
-<pos/restaurant/floors>` view, tables, and :ref:`orders <pos/restaurant/orders>`:
+orders:
 
-- :guilabel:`Plan`: Access the :ref:`Floor plan <pos/restaurant/floors>` view.
+- :guilabel:`Tables`: Access the :ref:`Floor plan <pos/restaurant/floors>` view to manage table
-- :guilabel:`Table`: Enter a table or order number, then click :guilabel:`Jump` to access them. The
+  occupancy.
-  button's label updates to display the selected number. When applicable, click :guilabel:`Book
+- :guilabel:`Register`: Access the :ref:`POS register <pos/restaurant/orders>` to process orders.
-  table` to confirm the table's occupancy.
+- :guilabel:`Orders`: Access the overview of all orders.
-- :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.
 
 .. 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
+The :guilabel:`Floor plan` view allows for managing restaurant floors and tables and monitoring
-<pos/session-start>`. It enables managing restaurant floors and tables, and monitoring
+table status in real time (occupancy, reservations, kitchen orders) using the following action
-table status in real time (occupancy, reservations, and kitchen orders).
+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
+   - Enable the :ref:`Booking <pos/restaurant/floors/booking>` setting to assign an
-     make a table bookable.
+     :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
+.. _pos/restaurant/orders/process:
-   :icon:`fa-plus-circle` (:guilabel:`order`) button at the top to create a direct sales order.
+
-#. Add products to the order.
+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
+   - To cancel an order, click the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then
-     :ref:`order printer is configured <pos/restaurant/orders-printing>`, a cancellation ticket is
+     :guilabel:`Cancel Order`. If an :ref:`order printer is configured
-     automatically printed.
+     <pos/restaurant/orders-printing>`, a cancellation ticket is automatically printed for an
-   - To switch to another table order, click the button with the table number at the top of the POS
+     order sent to the kitchen.
-     interface, enter a table number, and click :guilabel:`Jump`.
+   - After selecting a table in the :ref:`Floor plan <pos/restaurant/floors>` view, click
-   - Click :guilabel:`Release table` to cancel a table's occupancy.
+     :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
+To transfer an order to another table from the :ref:`POS register <pos/restaurant/orders>`, click
-:guilabel:`Actions`, then :guilabel:`Transfer/Merge`, and choose the target table in the
+the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then :guilabel:`Transfer/Merge`, and choose
-:ref:`Floor plan <pos/restaurant/floors>` view:
+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
+   - To access all preparation printers from the :ref:`POS settings <configuration/settings>`,
-   down to the :guilabel:`Preparation` section, and click :icon:`oi-arrow-right`
+     scroll down to the :guilabel:`Preparation` section and click :icon:`oi-arrow-right`
-   :guilabel:`Printers`. Alternatively, go to :menuselection:`Point of Sale --> Orders -->
+     :guilabel:`Printers`. Alternatively, go to :menuselection:`Point of Sale --> Orders -->
-   Preparations Printers`.
+     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`.
+#. Click the :icon:`fa-ellipsis-v` (:guilabel:`Actions`) icon, then :guilabel:`Split`.
-#. Select at least one product and click :guilabel:`Split Order`.
+#. Select at least one product and perform one of the following actions:
-#. Proceed with the :ref:`payment <pos/restaurant/bills/payment>`.
+
+   - :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
+   Splitting a bill requires ordering at least two products and creates a sub-order, which must
-     be paid before returning to the main order.
+   be paid before returning to the main order.
-   - Clicking :guilabel:`Split Order` without selecting any product creates an empty sub-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
+   <payment_methods>` for the order first. Then, select a payment method for the tip, click
-   click :guilabel:`Ok`. Then, select a payment method for the tip and :guilabel:`Validate` the
+   :icon:`fa-heart` :guilabel:`Tip`, add the tip amount, and click :guilabel:`Ok`.
-   payment.
+   Finally, :guilabel:`Validate` the payment.
 
 Tip after payment (US only)
 ---------------------------

content/applications/sales/point_of_sale/self_order.rst

@@ -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
+         In :ref:`restaurants <pos/restaurant/floors>`, printing or downloading QR codes generates
-         number of available tables. In **shops**, it generates only one generic QR code.
+         as many QR codes as the number of available tables. In **shops**, it generates only one
+         generic QR code.
 
       .. tip::
          To customize QR codes,