[ADD] POS: how to configure and use the preparation display
task-3604858
closes odoo/documentation#11855
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Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
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@ -180,6 +180,7 @@ the **POS dashboard**.
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point_of_sale/employee_login
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point_of_sale/receipts_invoices
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point_of_sale/preparation
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point_of_sale/combos
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point_of_sale/configuration
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point_of_sale/shop
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109
content/applications/sales/point_of_sale/preparation.rst
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109
content/applications/sales/point_of_sale/preparation.rst
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===================
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Preparation display
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===================
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The preparation display feature allows you to handle POS orders requiring preparation. Concretely,
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- **For retail**: The preparation team is notified after a payment is completed at the POS to
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gather the purchased items for customer pickup.
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- **For restaurants**: POS orders inform the kitchen of the meals to be prepared.
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Configuration
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=============
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To enable the preparation display feature,
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#. Go to the :ref:`POS settings <configuration/settings>`.
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#. Scroll down to the :guilabel:`Preparation` section.
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#. Check the :guilabel:`Preparation Display` option.
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.. image:: preparation/preparation-setting.png
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:alt: Setting to enable the preparation display feature
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:scale: 90 %
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To create and set up a preparation display,
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#. Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`
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#. Click :guilabel:`New`.
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#. Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, `Bar`)
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#. Set it up:
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#. :guilabel:`Point of Sale`: Select the POS that sends orders to this display.
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#. :guilabel:`Product categories`: Specify the POS :guilabel:`Product categories` sent to this
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display.
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#. :guilabel:`Stages`: Define the steps required for the orders to be ready.
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- Click :guilabel:`Add a line` to add a stage.
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- Assign specific colors to each stage for clarity (optional).
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- Define an :guilabel:`Alert timer (min)` for each stage to indicate the expected processing
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time.
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.. image:: preparation/display-form.png
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:alt: preparation display set-up form
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:scale: 85 %
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.. note::
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To edit a pre-existing preparation display, click the vertical ellipsis button
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(:icon:`fa-ellipsis-v`) on the display's card and select :guilabel:`Configure`.
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Practical application
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=====================
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Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to get an overview of all
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your displays.
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.. image:: preparation/display-card.png
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:alt: Kanban view of the preparation display
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:scale: 85 %
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The display card shows:
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- The configured stages.
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- The number of orders currently :guilabel:`In progress`.
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- The :guilabel:`Average time` employees usually take to complete an order.
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.. tip::
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Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for quicker access.
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Using the preparation display
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-----------------------------
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To access the preparation display, click :guilabel:`Preparation Screen`. This interface, designed
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for employees, shows:
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- **Stages and order count**: Displays the progress of orders across stages such as `To prepare`,
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`Ready`, and `Completed`, along with the number of orders in each stage.
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- **Ordered products by category**: Lists all items in progress, grouped by POS categories (e.g.,
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`Drinks`, `Food`).
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- **Order cards**: Summarizes individual orders, including:
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- Associated tables and order numbers.
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- Status, such as `Ready`, highlighted with the defined colors.
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- Waiting time, with visual indicators.
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.. note::
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The duration indicator turns red if the elapsed time exceeds the predefined alert time.
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.. image:: preparation/preparation-display.png
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:alt: the preparation display interface with orders to process.
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:scale: 80 %
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To update order progress:
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- Click items on the order card to cross them off individually.
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- Click the order card itself to mark all items at once.
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- The card automatically moves to the next stage once every item is crossed off.
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- Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the previous stage if you
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mistakenly sent it to the next stage.
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Customer display
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----------------
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In parallel, click :guilabel:`Order Status Screen` to open the customer interface. This interface,
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designed for customers, provides an overview of orders that are:
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- :guilabel:`Ready` for pickup.
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- :guilabel:`Almost there`, indicating they are taken care of.
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.. note::
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The order number can be found at the top of the customer's receipt.
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