diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 82fd11096..2eb168b9e 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/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 diff --git a/content/applications/sales/point_of_sale/self_order.rst b/content/applications/sales/point_of_sale/self_order.rst new file mode 100644 index 000000000..7dc21443c --- /dev/null +++ b/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 `, 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 `_ or `QR + code generator `_, 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 ` 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. diff --git a/content/applications/sales/point_of_sale/self_order/kiosk-activation.png b/content/applications/sales/point_of_sale/self_order/kiosk-activation.png new file mode 100644 index 000000000..1fa3545af Binary files /dev/null and b/content/applications/sales/point_of_sale/self_order/kiosk-activation.png differ diff --git a/content/applications/sales/point_of_sale/self_order/kiosk-endscreen.png b/content/applications/sales/point_of_sale/self_order/kiosk-endscreen.png new file mode 100644 index 000000000..e016ddf18 Binary files /dev/null and b/content/applications/sales/point_of_sale/self_order/kiosk-endscreen.png differ diff --git a/content/applications/sales/point_of_sale/self_order/qr-activation.png b/content/applications/sales/point_of_sale/self_order/qr-activation.png new file mode 100644 index 000000000..9b29c11bf Binary files /dev/null and b/content/applications/sales/point_of_sale/self_order/qr-activation.png differ