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=============
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Self-ordering
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=============
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The self-ordering feature allows customers to browse your menu or product catalog, place an order,
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and complete payment using their mobile device or a self-ordering kiosk.
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Configuration
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=============
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Feature activation
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------------------
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To enable this feature and select a self-ordering type, access the :ref:`POS settings
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<configuration/settings>`, scroll down to the :guilabel:`Mobile self-order & Kiosk` section, and
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select a :guilabel:`Self Ordering` type under the :guilabel:`QR menu & Kiosk activation` section.
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You can choose from:
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.. tabs::
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.. group-tab:: QR menu
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Select :guilabel:`QR menu` or :guilabel:`QR menu + Ordering` to give customers access to your
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menu or product catalog by scanning a QR code on their personal device. The latter also
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allows them to place an order and make a payment.
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.. image:: self_order/qr-activation.png
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:alt: QR menu and kiosk setting activation
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- Click :icon:`fa-arrow-right` :guilabel:`Print QR Codes` to download a .pdf document with the
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generated QR codes.
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- Click :icon:`fa-arrow-right` :guilabel:`Download QR Codes` to download a compressed file
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with the generated QR codes.
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.. note::
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In :ref:`restaurants <pos/restaurant/floors>`, printing or downloading QR codes generates
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as many QR codes as the number of available tables. In **shops**, it generates only one
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generic QR code.
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.. tip::
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To customize QR codes,
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#. Scan the relevant QR code to acquire its URL.
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#. Use a QR code generator (e.g., `QR code monkey <https://www.qrcode-monkey.com>`_ or `QR
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code generator <https://www.qr-code-generator.com>`_) to create a custom QR code.
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.. group-tab:: Kiosk
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When :guilabel:`Kiosk` is selected, customers can access the menu or product catalog, place
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orders, and pay from a self-ordering kiosk.
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.. image:: self_order/kiosk-activation.png
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:alt: QR menu and kiosk setting activation
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Once a self-ordering type is selected, the :ref:`additional settings <pos/self_order/add-settings>`
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update to fit the selected type's needs.
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.. _pos/self_order/add-settings:
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Additional settings
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-------------------
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.. tabs::
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.. tab:: Home buttons
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The :guilabel:`Home buttons` are displayed on the kiosk or mobile device interfaces when
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customers are self-ordering. To set them up, click :icon:`fa-arrow-right` :guilabel:`Home
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buttons`. Then,
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#. Click :guilabel:`New` to add a new button.
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#. Set the :guilabel:`Label`.
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#. Enter a :guilabel:`URL` preceded by `https://` to redirect customers to a specific URL when
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clicking the button. For instance, you might want to redirect them to a campaign video for
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a new product or to a contest page.
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#. In the same :guilabel:`URL` column, enter `/products` to create a button that redirects
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customers to the product catalog.
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#. Select the :guilabel:`Points of Sale` to ensure this button only appears on the selected
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POS' self-ordering interface.
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#. Select a predefined :guilabel:`Style` from the dropdown menu.
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.. note::
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- Leaving the :guilabel:`Points of Sale` field empty shares the button with all POS.
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- The :guilabel:`Preview` column automatically updates, giving you a glimpse of the
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button's appearance based on its configuration.
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.. tab:: Service location and payment options
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- Set where the service occurs by selecting :guilabel:`Table` or :guilabel:`Pickup zone`
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under the :guilabel:`Service` field.
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- Define when and how customers pay in the :guilabel:`Pay after` field. Customers can pay
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after :guilabel:`Each meal` or for :guilabel:`Each order`.
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- The service location and payment options available depend on the type of self-ordering
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service and POS:
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- **QR menu + Ordering**:
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- **Restaurants**: Customers can be served at their table or the pickup zone.
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- When served at their table, they can pay after each meal or each order.
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- When served at the pickup zone, they can only pay after each order.
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- **Shops**: Customers can only be served at the pickup zone and pay after each order.
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- Regardless of the type of POS, customers can pay :doc:`online
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</applications/finance/payment_providers>` or using any configured :doc:`payment
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method <payment_methods>`.
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- **Kiosk**:
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- Regardless of the type of POS, customers can either be served at their table or in the
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pickup zone, but they must pay after each order.
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- The kiosk self-ordering only works with :doc:`Adyen <payment_methods/terminals/adyen>`
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and :doc:`Stripe <payment_methods/terminals/stripe>` terminals.
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- The :guilabel:`Online Payment` feature is not supported.
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.. seealso::
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- :doc:`../../finance/payment_providers`
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- :doc:`payment_methods`
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.. tab:: Language
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This option allows you to enable multiple languages for the self-ordering interface. The
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suggested languages are those already installed in Odoo. To expand the selection, add more
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languages:
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#. Click :icon:`fa-arrow-right` :guilabel:`Add Languages`.
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#. Add as many languages as needed to the :guilabel:`Languages` field.
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#. Click :guilabel:`Add`.
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#. Add those languages to the :guilabel:`Available` field.
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.. seealso::
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:doc:`../../general/users/language`
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.. tab:: Splash screens
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Splash screens are introductory screens displayed when the self-ordering interface or kiosk is
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launched. They typically contain branding, welcome messages, or usage instructions.
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- To add a splash screen image, click :icon:`fa-paperclip` :guilabel:`Add images`, select and
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open an image.
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- To remove a splash screen image, hover over the image and click :icon:`fa-times`
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(:guilabel:`Delete`).
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.. note::
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You can add multiple splash screen images at once.
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.. tab:: Eat in/ Take out
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Activate this setting to :doc:`adjust the tax rate <pricing/fiscal_position>` based on whether
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customers dine in or take their order to go. Then,
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- Fill in the field with an existing :guilabel:`Alternative Fiscal Position`;
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- Create and set up a new fiscal position by filling in the field and clicking
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:guilabel:`Create & Edit`; or
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- Create and set up a new fiscal position by clicking :icon:`fa-arrow-right` :guilabel:`Fiscal
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Positions`.
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.. seealso::
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:doc:`pricing/fiscal_position`
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Preview
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-------
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Review the interface before making the self-ordering feature available to customers to ensure all
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settings are applied correctly. Click :icon:`fa-arrow-right` :guilabel:`Preview Web interface`
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under the :guilabel:`Self Ordering` field to ensure all :ref:`additional settings
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<pos/self_order/add-settings>` are correctly applied.
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Usage guidelines
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================
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.. tabs::
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.. group-tab:: QR menu
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On the POS user's end, access the self-ordering interface by
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- Scanning a downloaded or printed QR code; or
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- Clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on the POS card,
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then :guilabel:`Mobile Menu`.
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On the customers' end,
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#. Access the self-ordering interface by scanning a downloaded or printed QR code.
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#. Click the :ref:`home button <pos/self_order/add-settings>` to reach the menu or catalog.
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#. Select the items and click :guilabel:`Order` to place an order.
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#. Follow the instructions on-screen to assign a table and pay for the order.
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.. group-tab:: Kiosk
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On the POS user's end,
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#. Click :guilabel:`Start Kiosk`.
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#. Open the provided URL on the self-ordering kiosk(s).
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- Click the provided URL to open the kiosk in a new tab;
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- Click :guilabel:`Install App` to install the kiosk module on your self-ordering kiosk; or
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- Click :guilabel:`Open on IoT Box` if your kiosk is :doc:`connected to an IoT system
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<../../general/iot/connect>`
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.. image:: self_order/kiosk-opening-popup.png
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:alt: Popup window to open the kiosk
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.. note::
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- Once a session is open, :guilabel:`Start Kiosk` switches to :guilabel:`Open Kiosk` on the
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POS card.
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- Click :guilabel:`Open Kiosk` on the POS card to reopen the popup window and access the
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self-ordering interface.
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On the customers' end,
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#. Click the :ref:`home button <pos/self_order/add-settings>` from a self-ordering kiosk to
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reach the menu or product catalog.
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#. Select the items and click :guilabel:`Order` to place an order.
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#. Follow the instructions on-screen to assign a table and pay for the order.
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.. image:: self_order/kiosk-endscreen.png
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:alt: kiosk end-screen for customers
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:scale: 65 %
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.. important::
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- A POS session must be open for customers to place an order.
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- Once an order is placed, it is automatically sent to :doc:`the preparation screen
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<preparation>` and added to the list of POS orders.
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