[ADD] Lunch: new vendors doc
closes odoo/documentation#10056
X-original-commit: 4072bf6ece
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
@ -52,151 +52,6 @@ Configure the following:
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:alt: The translation text box, with the current language highlighted, and the Arabic
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translation field highlighted.
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Vendors
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=======
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Before food can be ordered, the restaurants that make the food, referred to as *vendors* in Odoo,
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**must** be configured.
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First navigate to :menuselection:`Lunch app --> Configuration: Vendors`, and all currently
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configured vendors for the *Lunch* app appear in a default Kanban view. To change to a list view,
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click the :guilabel:`≣ (four horizontal lines)` icon in the top-right corner.
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To add a new vendor, click the :guilabel:`New` button in the top-left corner, and a new lunch
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supplier form loads.
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Fill out the following fields on the form.
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Vendor information
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------------------
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- :guilabel:`Vendor`: enter a name for the vendor.
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- :guilabel:`Vendor`: select the vendor from the drop-down menu. If the vendor has not already been
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entered in the system, type in the vendor name and click either :guilabel:`Create "vendor"` to add
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them, or :guilabel:`Create and edit...` to create the vendor and edit the vendor form. The vendor
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form allows for more detail, aside from the name, to be entered, such as contact information.
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.. note::
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If a selection is made to the drop-down :guilabel:`Vendor` field, the text :guilabel:`Vendor`
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field (above the drop-down :guilabel:`Vendor` field) updates with the name of the vendor chosen
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from the drop-down menu.
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The list of vendors that is presented in the drop-down menu is pulled from the *Contacts*
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application.
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- :guilabel:`Address`: enter the vendor's address in the various fields in this section.
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- :guilabel:`Email`: enter the vendor's email in this field.
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- :guilabel:`Phone`: enter the vendor's phone number in this field.
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- :guilabel:`Company`: if this vendor is only available to a specific company, select the company
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from the drop-down menu. If this field is left blank, the vendor's items are available to **all**
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companies.
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.. image:: lunch/vendor-info.png
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:align: center
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:alt: The top portion of the vendor form filled out.
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.. _lunch/availability:
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Availability
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------------
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The :guilabel:`AVAILABILITY` section presents a table with two rows. The days of the week populate
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the top row, and the bottom row has checkboxes. Check the corresponding box for each day of the week
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the vendor is available.
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By default, Monday through Friday have checkmarks.
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.. image:: lunch/availability.png
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:align: center
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:alt: The default view of the availability section, with Mon-Fri enabled.
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Orders
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------
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- :guilabel:`Delivery`: using the drop-down menu, select either :guilabel:`Delivery` if the vendor
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delivers food to the office, or :guilabel:`No Delivery` if ordered food must be picked up.
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- :guilabel:`Location`: select which locations are able to order from this vendor. Multiple
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locations can be selected. If this field is left blank, **all** locations can order from the
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vendor.
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.. note::
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By default, an `HQ Office` location is created by default when creating a database, and is
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available to select from the list.
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- :guilabel:`Send Order By`: click the radio button to select how orders are sent to the vendor. The
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available options are :guilabel:`Phone` or :guilabel:`Email`.
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- :guilabel:`Order Time`: this field appears if :guilabel:`Email` is selected for :guilabel:`Send
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Order By`. Enter the time that an order must be emailed for the order to be accepted. Enter the
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time in a `HH:MM` format, then select either :guilabel:`AM` or :guilabel:`PM` from the drop-down
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next to the time field.
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.. image:: lunch/orders.png
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:align: center
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:alt: The orders section of a vendor form, with all fields filled out.
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.. _lunch/extras:
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Extras
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------
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When ordering an item in the *Lunch* app, it is possible to show extra items that can be added to an
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order, sometimes referred to as *add-ons*. These can be configured in any manner that suits the
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products being offered.
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By default, Odoo allows for three types of extra items, which can be thought of as *categories*. By
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default, the first type or *category* of add-ons is labeled `Extras`, the second is labeled
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`Beverages`, and the third is labeled `Extra Label 3`.
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.. important::
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When configuring the extras, it is important to keep in mind that all the extras configured will
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appear for **every item** offered by the vendor. That means that only items which apply to
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**all** products from the vendor should be added.
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.. _lunch/configure-extras:
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Configure extras
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~~~~~~~~~~~~~~~~
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Enter the following information for each of the three available extra sections:
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- :guilabel:`Extra (#) Label`: enter a name for the type of extra, such as `Toppings` or
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`Beverages`. This can be thought of as a *category*.
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- :guilabel:`Extra (#) Quantity`: select how the extras are allowed to be selected. The options are:
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- :guilabel:`None or More`: select this if the user is not required to select anything.
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- :guilabel:`One or More`: select this to **require** the user to make at least one selection.
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- :guilabel:`Only One`: select this to **require** the user to make only one selection.
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Add extras
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~~~~~~~~~~
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After the labels and quantities have been configured for an extra category, the individual extra
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items must be added for each category.
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Click :guilabel:`Add a line` at the bottom of the list that appears on the right-hand side of the
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extra category. Enter the :guilabel:`Name` and :guilabel:`Price` for each item being added. The
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price can remain at `$0.00` if there is no cost. This is common for items like disposable silverware
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or condiments.
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.. example::
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For a pizzeria that only offers personal pies, see their extras configured as follows:
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The first extra is configured for the various toppings they offer. The :guilabel:`Extra 1 Label`
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is set to `Toppings`, and the :guilabel:`Extra 1 Quantity` is set to :guilabel:`None or More`.
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The various toppings are then added, with their corresponding costs.
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.. image:: lunch/extras.png
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:align: center
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:alt: The first of the extras configured for pizza toppings.
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The pizzeria also offers a free beverage with any purchase. To set this up, the :guilabel:`Extra
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2 Label` is set to `Beverages`, and the :guilabel:`Extra 1 Quantity` is set to :guilabel:`Only
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One`. The various beverage choices are added, and the cost for each remains zero.
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.. image:: lunch/beverages.png
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:align: center
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:alt: The second of the extras configured for a free beverage with purchase.
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Locations
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=========
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@ -259,6 +114,7 @@ lunch alert form loads. Enter the following information on the form:
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asking employees to submit orders by 11:30 AM.
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.. seealso::
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- :doc:`lunch/vendors`
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- :doc:`lunch/products`
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- :doc:`lunch/orders`
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- :doc:`lunch/user-accounts`
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@ -267,6 +123,7 @@ lunch alert form loads. Enter the following information on the form:
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.. toctree::
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:titlesonly:
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lunch/vendors
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lunch/products
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lunch/orders
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lunch/user-accounts
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162
content/applications/hr/lunch/vendors.rst
Normal file
@ -0,0 +1,162 @@
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=======
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Vendors
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=======
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Before :doc:`products can be added <products>` to the *Lunch* app, the restaurants that provide the
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food **must** be configured.
|
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|
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To add a new vendor, first navigate to :menuselection:`Lunch app --> Configuration --> Vendors`.
|
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Here, all currently configured vendors for the *Lunch* app appear in a default Kanban view. To
|
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change to a list view, click the :icon:`oi-view-list` :guilabel:`(list)` icon in the top-right
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corner.
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.. note::
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No vendors are preconfigured in the *Lunch* app, so all vendors **must** be added to the
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database.
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To add a new vendor, click the :guilabel:`New` button in the top-left corner, and a new lunch
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supplier form loads.
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Fill out the following fields on the vendor form:
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- :ref:`Vendor information <lunch/vendor-info>`
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- :ref:`Availability <lunch/availability>`
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- :ref:`Orders <lunch/orders>`
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- :ref:`Extras <lunch/extras>`
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.. _lunch/vendor-info:
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Vendor information
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==================
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- :guilabel:`Vendor`: enter a name for the vendor.
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- :guilabel:`Vendor` (beneath the line for vendor name): select the vendor from the drop-down menu.
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If the vendor has not already been entered in the system, type in the vendor name, and click
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either :guilabel:`Create "new vendor name"` to add them. Alternatively, click :guilabel:`Create
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and edit...` to create the vendor, and edit the vendor form. The vendor form allows for more
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detail, aside from the name, to be entered, such as contact information.
|
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.. note::
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If a selection is made to the drop-down :guilabel:`Vendor` field, the :guilabel:`Vendor` text
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field (above, for the vendor's name) updates with the name of the vendor chosen from the
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drop-down menu.
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The list of vendors that is presented in the drop-down menu is pulled from the *Contacts*
|
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application.
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- :guilabel:`Address`: enter the vendor's address in the various fields.
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- :guilabel:`Email`: enter the vendor's email.
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- :guilabel:`Phone`: enter the vendor's phone number.
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- :guilabel:`Company`: if this vendor is only available to a specific company, select the company
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from the drop-down menu. If this field is left blank, the vendor's items are available to **all**
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companies.
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.. image:: vendors/vendor-info.png
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:align: center
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:alt: The top portion of the vendor form filled out.
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.. _lunch/availability:
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Availability
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============
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The :guilabel:`AVAILABILITY` section presents a table with two rows. The days of the week populate
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the top row, and the bottom row has checkboxes. Tick the corresponding checkbox for each day of the
|
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week the vendor is available.
|
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By default, Monday through Friday are ticked.
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.. image:: vendors/availability.png
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:align: center
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:alt: The default view of the availability section, with Mon-Fri enabled.
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.. _lunch/orders:
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Orders
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======
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The :guilabel:`ORDERS` section of the vendor form details which locations the vendor is available
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for, in addition to how and when orders are placed and received.
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- :guilabel:`Delivery`: using the drop-down menu, select :guilabel:`Delivery` if the vendor
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delivers to the office, or select :guilabel:`No Delivery` if orders must be picked up.
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- :guilabel:`Location`: select which locations are able to order from this vendor. Multiple
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locations can be selected. If this field is left blank, **all** locations can order from the
|
||||
vendor.
|
||||
|
||||
.. note::
|
||||
An `HQ Office` location is created by default when creating a database, and is
|
||||
available to select from the list.
|
||||
|
||||
- :guilabel:`Send Order By`: click the radio button to select how orders are sent to the vendor. The
|
||||
available options are :guilabel:`Phone` or :guilabel:`Email`.
|
||||
- :guilabel:`Order Time`: this field **only** appears if :guilabel:`Email` is selected in the
|
||||
:guilabel:`Send Order By` field. Enter the time that an order must be emailed for it to be
|
||||
accepted. Enter the time in the following format: `HH:MM`. Then select either :guilabel:`AM` or
|
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:guilabel:`PM` from the drop-down menu, next to the time field.
|
||||
|
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.. image:: vendors/orders.png
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:align: center
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:alt: The orders section of a vendor form, with all fields filled out.
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.. _lunch/extras:
|
||||
|
||||
Extras
|
||||
======
|
||||
|
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When ordering an item in the *Lunch* app, optional extra items, sometimes referred to as *add-ons*,
|
||||
can be shown. These can be configured in any manner that suits the products being offered.
|
||||
|
||||
By default, Odoo allows for three types of extra items, which can be thought of as *categories*. By
|
||||
default, the first type (or *category*) of add-ons is labeled `Extras`, the second is labeled
|
||||
`Beverages`, and the third is labeled `Extra Label 3`.
|
||||
|
||||
.. important::
|
||||
When configuring the extras, it is important to keep in mind that all the extras configured
|
||||
appear for **every item** offered by the vendor. That means that only items which apply to
|
||||
**all** products from the vendor should be added.
|
||||
|
||||
.. _lunch/configure-extras:
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||||
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||||
Configure extras
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||||
----------------
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||||
|
||||
Enter the following information for each of the three available extra sections:
|
||||
|
||||
- :guilabel:`Extra (#) Label`: enter a name for the type of extra, such as `Toppings`. This can be
|
||||
thought of as a *category*.
|
||||
- :guilabel:`Extra (#) Quantity`: select how the extras are selected. The options are:
|
||||
|
||||
- :guilabel:`None or More`: select this if the user is not required to make a selection.
|
||||
- :guilabel:`One or More`: select this to **require** the user to make **at least one** selection.
|
||||
- :guilabel:`Only One`: select this to **require** the user to **make only one** selection.
|
||||
|
||||
Add extras
|
||||
----------
|
||||
|
||||
After the labels and quantities have been configured for an extra category, the individual extra
|
||||
items must be added for each category.
|
||||
|
||||
Click :guilabel:`Add a line` at the bottom of the list that appears on the right-hand side of the
|
||||
extra category. Enter the :guilabel:`Name` and :guilabel:`Price` for each item being added. The
|
||||
price can remain at `$0.00` if there is no cost. This is common for items like disposable silverware
|
||||
or condiments.
|
||||
|
||||
.. example::
|
||||
For a pizzeria that only offers personal pizzas, see their extras configured as follows:
|
||||
|
||||
The first extra is configured for the various toppings they offer. The :guilabel:`Extra 1 Label`
|
||||
is set to `Toppings`, and the :guilabel:`Extra 1 Quantity` is set to :guilabel:`None or More`.
|
||||
The various toppings are then added, with their corresponding costs.
|
||||
|
||||
.. image:: vendors/extras.png
|
||||
:align: center
|
||||
:alt: The first of the extras configured for pizza toppings.
|
||||
|
||||
The pizzeria also offers a free beverage with any purchase. To set this up, the :guilabel:`Extra
|
||||
2 Label` is set to `Beverages`, and the :guilabel:`Extra 1 Quantity` is set to :guilabel:`Only
|
||||
One`. The various beverage choices are added, and the cost for each remains zero.
|
||||
|
||||
.. image:: vendors/beverages.png
|
||||
:align: center
|
||||
:alt: The second of the extras configured for a free beverage with purchase.
|
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