Files
odoo-docs/content/applications/sales/point_of_sale/pos_hardware.rst
Loredana Perazzo 2adf5c1923 [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#14349

X-original-commit: 81a4eb459d
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2025-08-23 05:05:45 +00:00

177 lines
6.9 KiB
ReStructuredText

========
Hardware
========
Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment
terminals <payment_methods/terminals>` and cash drawers, as well as :ref:`customer displays
<pos/display>`, :ref:`scales <pos/scale>`, :doc:`barcode scanners <shop/barcode>`,
:doc:`ePOS printers <configuration/epos_printers>`, and in-store :doc:`electronic shelf labels
<pricing/electronic_labels>`.
.. _pos/display:
Customer display
================
The **customer display** feature provides real-time updates on a secondary screen for customers
during the checkout process. This screen shows the :ref:`items in the cart <pos/sell>`, the subtotal
as items are added, and details throughout the payment process. It also displays the total amount,
the selected :doc:`payment method <payment_methods>`, and any change to be returned.
.. image:: pos_hardware/display.png
:alt: customer screen
:scale: 50 %
.. note::
Both the customer and POS displays must have a minimum diagonal size of 6 inches. For optimal
readability, larger screens are recommended.
Configuration
-------------
Depending on the POS setup, the feature can be displayed directly on a secondary screen connected
via USB-C or HDMI or on a screen connected through an IoT system.
The feature is activated by default, but its background image can still be configured. To do so,
navigate to the :ref:`POS settings <configuration/settings>` and scroll down to the
:guilabel:`Connected Devices` section. Then, click :guilabel:`Upload your file` to set a background
image.
For displays connected using an :doc:`IoT system <../../general/iot>`:
#. Navigate to the :ref:`POS settings <configuration/settings>`.
#. Enable the :guilabel:`IoT Box` option to activate the IoT system in POS.
#. Click :guilabel:`Save`, which activates the IoT app in Odoo.
#. :doc:`Connect and configure an IoT system <../../general/iot/connect>` for a :doc:`display
<../../general/iot/devices/screen>`.
#. Return to the :ref:`POS settings <configuration/settings>` and select an IoT-connected screen
using the :guilabel:`Customer Display` field.
Opening the customer display
----------------------------
To open the customer display, follow these steps:
#. :ref:`Open the POS register <pos/session-start>`.
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
display either in a new window to drag onto the second screen or directly onto the IoT-connected
screen.
.. note::
For IoT-connected screens, both devices need to be connected to the same local network.
.. seealso::
- :doc:`configuration/pos_iot`
- :doc:`../../general/iot`
For POS terminals running the Odoo Android app with dual-screen support,
#. :doc:`Activate the Point of Sale Mobile module <../../general/apps_modules>` to enable the
customer display.
#. :ref:`Open the POS register <pos/session-start>`.
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer
display on the terminal's secondary screen.
.. _pos/scale:
Scale
=====
.. important::
In EU member states, `certification is legally required
<https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv%3AOJ.L_.2014.096.01.0107.01.ENG>`_
to use a scale as an integrated device.
Prerequisite
------------
Connecting a scale requires the use of an **IoT System**.
.. seealso::
- :doc:`../../general/iot/connect`
- :doc:`../../general/iot/devices/scale`
Configuration
-------------
Scale connection
~~~~~~~~~~~~~~~~
#. :ref:`Access the POS settings <configuration/settings>`.
#. Scroll down to the :guilabel:`Connected Devices` section and enable :guilabel:`IoT Box`.
#. Select the scale in the :guilabel:`Electronic Scale` field.
#. Click :guilabel:`Save`.
.. tip::
Alternatively, click the :icon:`fa-ellipsis-v` (:guilabel:`Dropdown menu`) icon on a POS card and
click :guilabel:`Edit` to access this setting.
Product configuration
~~~~~~~~~~~~~~~~~~~~~
In order to weigh products using an integrated scale, go to :menuselection:`Point of Sale -->
Products --> Products`, create a product or open an existing product form, and configure it as
follows:
#. Ensure the :guilabel:`Point of Sale` checkbox is activated for the product to be available in
POS.
#. On the :guilabel:`General Information` tab, define a :guilabel:`Sales Price` per :guilabel:`kg`.
.. note::
This step requires to enable the :doc:`Units of Measure
<../../inventory_and_mrp/inventory/product_management/configure/uom>` feature. To activate it:
#. Go to :menuselection:`Inventory --> Configuration --> Settings`.
#. Scroll down to the :guilabel:`Products` section and activate :guilabel:`Units of Measure`.
#. Go to the :guilabel:`Point of Sale` tab and activate :guilabel:`To Weigh With Scale`. This
enables the product to be weighed directly on the connected scale at the POS.
.. important::
The selected unit of measure for weighable products must be :guilabel:`kg` to ensure compliance
with **European regulations**.
.. seealso::
:doc:`../../inventory_and_mrp/inventory/product_management/configure/uom`
European regulations
--------------------
When using scales in commercial transactions, the database integrated with a scale must be
configured to meet specific European requirements. This includes supporting at least three decimal
places for accuracy and using proper rounding for units of measure, such as `kg` instead of generic
`units`.
If the database is not compliant, a red :icon:`fa-balance-scale` (:guilabel:`scale`) icon displays
as a warning. Click this icon to view the reasons for non-compliance and then select
:guilabel:`Apply changes` to automatically apply the necessary changes to the settings. Once the
database meets all regulatory requirements, the :icon:`fa-balance-scale` (:guilabel:`scale`) icon
turns green.
.. image:: pos_hardware/legal-requirements.png
:scale: 75 %
.. admonition:: Additional guidelines
Both the :ref:`customer <pos/display>` and POS displays must have a minimum diagonal
size of 6 inches. For optimal readability, larger screens are recommended.
Using a scale in PoS
--------------------
#. :ref:`Open the POS register <pos/session-start>`.
#. Select the product to weigh on the order screen or scan its barcode.
#. Place the product on the scale and wait for the weight to be displayed in the popup window.
#. Once the weight is determined, the price is automatically computed.
#. Click :guilabel:`Order` :icon:`fa-angle-double-right` to add the product to the cart.
#. Remove the previous product from the scale.
.. image:: pos_hardware/weigh.png
:alt: weighing window
:scale: 85 %
.. important::
Make sure the scale returns to `zero` before weighing a new product. If it does not, the
:guilabel:`Order` :icon:`fa-angle-double-right` button remains unclickable until it is reset.