[ADD] POS: configuration and use of self-ordering

task-3604853

content/applications/sales/point_of_sale.rst

@@ -182,6 +182,7 @@ the **POS dashboard**.
    point_of_sale/employee_login
    point_of_sale/receipts_invoices
    point_of_sale/preparation
+   point_of_sale/self_order
    point_of_sale/combos
    point_of_sale/shop
    point_of_sale/restaurant

content/applications/sales/point_of_sale/self_order.rst

@@ -0,0 +1,201 @@
+=============
+Self-ordering
+=============
+
+The self-ordering feature allows customers to browse your menu or product catalog, place an order,
+and complete payment using their mobile device or a self-ordering kiosk.
+
+Configuration
+=============
+
+To enable this feature, access the :ref:`POS settings <configuration/settings>`, scroll down to the
+:guilabel:`Mobile self-order & Kiosk` section, and select a :guilabel:`Self Ordering` type under the
+:guilabel:`QR menu & Kiosk activation` section. You can choose from:
+
+.. tabs::
+
+   .. group-tab:: QR menu
+
+      Select :guilabel:`QR menu` or :guilabel:`Qr menu + Ordering` to give customers access to your
+      menu on their personal device by scanning a QR code. The latter also allows them to place an
+      order and make a payment.
+
+      .. image:: self_order/qr-activation.png
+         :alt: QR menu and kiosk setting activation
+
+      - Click :icon:`fa-arrow-right` :guilabel:`Print QR Codes` to download a .pdf document with the
+        generated QR codes.
+      - Click :icon:`fa-arrow-right` :guilabel:`Download QR Codes` to download a compressed file 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.
+         - Once a self-ordering type is selected, the setup form alters to fit the selected type's
+           needs.
+
+      .. tip::
+         To customize QR codes,
+
+         #. Scan the relevant QR code to acquire its URL.
+         #. Using a QR code generator like `QR code monkey <https://www.qrcode-monkey.com>`_ or `QR
+            code generator <https://www.qr-code-generator.com>`_, generate a customized QR code that
+            redirects to this URL.
+
+   .. group-tab:: Kiosk
+
+      When :guilabel:`Kiosk` is set, customers can access the menu, place orders and pay from a
+      self-ordering kiosk.
+
+      .. image:: self_order/kiosk-activation.png
+         :alt: QR menu and kiosk setting activation
+
+      .. note::
+         Once a self-ordering type is selected, the setup form alters to fit the selected type's
+         needs.
+
+Sub-settings
+------------
+
+.. tabs::
+
+   .. tab:: Home buttons
+
+      To set up the buttons available on-screen, click :icon:`fa-arrow-right` :guilabel:`Home
+      buttons`. Then,
+
+      #. Click :guilabel:`New` to add a new button.
+      #. Set the :guilabel:`Label`.
+      #. Enter a :guilabel:`URL` preceded by :guilabel:`https://` to redirect customers to a
+         specific URL when clicking the button.
+
+         - To redirect them to the product menu, enter `/products` in that column.
+      #. Select the :guilabel:`Points of Sale` to ensure this button only appear on the selected
+         POS' self-ordering interface.
+      #. Select a predefined :guilabel:`Style` from the dropdown menu.
+
+      .. note::
+         - Leaving the :guilabel:`Points of Sale` field empty automatically shares the button with
+           all POS.
+         - The button is automatically updated in the :guilabel:`Preview` column.
+
+   .. tab:: Service location and payment options
+
+      - Set where the service takes place by selecting :guilabel:`Table` or :guilabel:`Pickup zone`
+        under the :guilabel:`Service` field.
+      - Set when and how customers can pay in the :guilabel:`Pay after` field. Customers can either
+        pay after :guilabel:`Each meal` or :guilabel:`Each order`.
+      - Depending on the type of self-ordering service and POS, the service location and
+        payment options slightly differs:
+
+        - **QR menu**:
+
+          - **Restaurants**: customers can be served at their table or at the pickup zone.
+
+            - When served at their table, they can either pay after each meal or each order.
+            - When served at the pickup zone, they can only pay after each order.
+          - **Shops**: customers can only be served at pickup zone and pay after each order
+          - Regardless of the type of POS, customers can pay using any configured payment
+            method or online.
+
+        - **Kiosk**:
+
+          - Regardless of the type of POS, customers can either be served at their table or the
+            pickup zone, but they have to pay after each order.
+          - The kiosk self-ordering only works with Adyen & Stripe terminals.
+          - :guilabel:`Online Payment` are not supported.
+
+      .. seealso::
+         - :doc:`../../finance/payment_providers`
+         - :doc:`payment_methods`
+
+   .. tab:: Language
+
+      This option allows you to enable multiple language options for the self-ordering interface.
+      The suggested languages are the languages already installed in Odoo. To add more languages to
+      choose from,
+
+      #. Click :icon:`fa-arrow-right` :guilabel:`Add Languages`.
+      #. Add as many languages as needed to the :guilabel:`Languages` field.
+      #. Click :guilabel:`Add`.
+      #. Add those languages to the :guilabel:`Available` field.
+
+   .. tab:: Splash screens
+
+      Splash screens are introductory screens displayed when the self-ordering interface or kiosk is
+      launched. They typically contain branding, welcome messages, or usage instructions. To add a
+      splash screen image, click :icon:`fa-paperclip` :guilabel:`Add images`, select and open an
+      image. To remove a splash screen image, hover over an image and click :icon:`fa-times`.
+
+      .. note::
+         You can add multiple splash screen images at once.
+
+   .. tab:: Eat in/ Take out
+
+      Set it up to :doc:`use multiple fiscal positions <pricing/fiscal_position>` depending on
+      whether customers eat in or take their order to go.
+
+      .. seealso::
+         :doc:`pricing/fiscal_position`
+
+   .. tab:: Preview
+
+      Click :icon:`fa-arrow-right` :guilabel:`Preview Web interface` under the :guilabel:`Self
+      Ordering` field to ensure the interface fits your needs.
+
+Practical application
+=====================
+
+.. tabs::
+
+   .. group-tab:: QR menu
+
+      On the POS user's end,
+
+      #. Open a POS session for the feature to be available to customers.
+      #. To access the self-ordering interface, scan a downloaded or printed QR code, or click the
+         vertical ellipsis (:icon:`fa-ellipsis-v`) on the POS card and :guilabel:`Mobile Menu`.
+
+      On the customers' end,
+
+      #. To access the self-ordering interface, scan a downloaded or printed QR code.
+      #. Click the configured home button to reach the menu or catalog.
+      #. Select the items and click :guilabel:`Order` to place an order.
+      #. Follow the instructions on-screen to assign a table and pay for the order.
+
+      Once an order is placed, it is automatically sent to the preparation screen, and added to the
+      list of POS orders.
+
+      .. important::
+         A POS session must be open for customers to place an order.
+
+   .. group-tab:: Kiosk
+
+      On the POS user's end,
+
+      #. Click :guilabel:`Start Kiosk`.
+      #. Open the provided URL on the self-ordering kiosk(s).
+
+         - Copy and paste it, or
+         - Click :guilabel:`Open in New Tab`.
+
+      .. note::
+         Click :guilabel:`Open Kiosk` on the POS card to reopen the popup window and access the
+         self-ordering interface.
+
+      On the customers' end,
+
+      #. From a configured self-ordering kiosk, click the home button to reach the menu or catalog.
+      #. Select the items and click :guilabel:`Order` to place an order.
+      #. Follow the instructions on-screen to assign a table and pay for the order.
+
+      .. image:: self_order/kiosk-endscreen.png
+         :alt: kiosk end-screen for customers
+         :scale: 65 %
+
+      Once an order is placed, it is automatically sent to the preparation screen, and added to the
+      list of POS orders.
+
+      .. important::
+         A POS session must be open for customers to place an order.