[IMP] pos: update the whole page

task-3005131

closes odoo/documentation#6718

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
This commit is contained in:
Loredana Perazzo 2023-11-23 16:01:58 +01:00
parent 75fa2c64b3
commit 3fada867de
14 changed files with 85 additions and 70 deletions

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@ -16,6 +16,8 @@ Once the POS is set to be used in a restaurant or a bar, you can:
- :doc:`collect tips <restaurant/tips>`; and
- :doc:`set different taxes for takeaway food <pricing/fiscal_position>`.
.. _restaurant/configuration:
Configuration
=============
@ -31,7 +33,7 @@ These features are displayed in the :guilabel:`Restaurant & Bar` section.
.. toctree::
:titlesonly:
restaurant/bill_printing
restaurant/floors_tables
restaurant/kitchen_printing
restaurant/bill_printing
restaurant/tips

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@ -1,92 +1,105 @@
============================
Floors and tables management
============================
=================
Floors and tables
=================
Add a floor
===========
The **Floor plan view** enables you to manage restaurant floors and table arrangements and monitor
table status in real time, including occupancy, reservations, and kitchen orders.
Once your *Point of Sale* has been configured, select *Table
Management* under :menuselection:`Point of Sale --> Configuration -->
Point of Sale`. Then, click on *Floors* to create and name your floor and tables.
.. example::
.. image:: floors_tables/restaurant_03.png
:align: center
:alt: View of the table management feature. Way to manage and create floors for a pos
.. image:: floors_tables/plan-understand.png
:alt: example of a floor plan view with visual keys to understand it.
.. image:: floors_tables/restaurant_04.png
:align: center
:alt: Backend view of a restaurant floor. Table name and number of sits for each table
- Table 1: An order has been placed and sent to the kitchen.
- Table 3: An order of four items has been placed and needs to be sent to the kitchen.
- Tables 2, 4, and 5: These tables are available.
- Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and 8 people.
- Table 1: The table of two is full.
- Table 3: The table of four is taken by one person.
- Table 5: "Famous Joe" has a reservation for 8 people at 12:00.
Configuration
=============
From the POS backend
--------------------
To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration
--> Floor Plans`, and click :guilabel:`New` to create a floor. Name it, select the related point(s)
of sales, and click :guilabel:`Add a line` to create a table. Name the table and assign a number of
seats. You can also link it to an appointment resource to make the table bookable. Once done,
click :guilabel:`Save & Close` or :guilabel:`Save & New` to confirm.
.. image:: floors_tables/table-creation-backend.png
:scale: 75%
:alt: window to create a table in the POS backend
.. note::
Dont forget to link your floor to your point of sale.
The POS must be opened and :ref:`edited from the frontend <floors_tables/frontend>` to create a
map of your restaurant or bar reflecting your actual floor plan.
Add tables
==========
.. tip::
Create floors on the spot: :ref:`access your POS settings <configuration/settings>`, type your
floor name in the :guilabel:`Floor` field of the :guilabel:`Floors & Tables Map` category, and
press *enter*.
To add tables, you can also open your PoS interface to see your
floor(s).
.. image:: floors_tables/floor-creation-backend.png
:scale: 75%
:alt: setting to create floors from the POS settings
.. image:: floors_tables/restaurant_05.png
:align: center
:alt: View of the floors menu to manage several floors at the same time
.. _floors_tables/frontend:
Then, click on *Edit Mode* (pencil icon on the upper right corner) to be allowed to
create, move, modify tables, etc.
From the POS frontend
---------------------
.. image:: floors_tables/restaurant_06.png
:align: center
:alt: View of the floor management. Add tables, the number of sits, their name and their shape
To create floors and tables from the frontend, :ref:`open a POS session <pos/session-start>`, click
the hamburger menu icon :guilabel:`≡` in the upper right corner, then :guilabel:`Edit Plan` to enter
the **edit mode**.
Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-up window.
Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To move it, select it and drag
and drop it as desired. You can also modify the attributes of the selected table, such as the number
of seats by clicking :guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color
using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To duplicate an existing
table, select it and click :guilabel:`COPY`. You can also remove the table by clicking
:guilabel:`DELETE`.
After making all the necessary modifications, click :guilabel:`CLOSE` to save.
.. image:: floors_tables/floor-map.png
:alt: the floor plan view in edit mode.
.. note::
To make your table easier to be found, you can rename them, change their
shape, size or even color. It is also possible to add the maximum number of sits the table can
have.
If no table is selected, the modifications are applied to the floor.
.. warning::
Removing a table or a floor cannot be undone.
.. _floors_tables/orders:
Register your table(s) orders
=============================
Take orders
===========
To register an order, click on the respective table. By doing so, you are taken
to your main interface.
Click a table to access the POS interface and start taking your customer's order. The system
automatically associates the orders and the table, allowing you to add more items later and generate
a bill specifically for that table's orders.
.. image:: floors_tables/restaurant_07.png
:align: center
:alt: View of the pos interface to register orders
Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view.
Transfer customer(s)
====================
.. note::
As soon as you click a table, the number of guests is automatically set to one. If you
mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the
customer <floors_tables/transfer>` to another table.
If your customers want to move to another table after they already
ordered, use the transfer button. This way, the order is also moved to the new
table.
.. _floors_tables/transfer:
To do so, select the table your customer is currently on.
Table transfer
==============
.. image:: floors_tables/restaurant_08.png
:align: center
:alt: View of the restaurant tables, one having a pending order
To move customers from one table to another, select a table and click :guilabel:`→ Transfer` on the
POS interface. This redirects you to the floor plan view, where you can choose the new table to
which you want to transfer the customers.
Now, click on the transfer button and select the table to which you are transferring your
customer.
.. image:: floors_tables/restaurant_09.png
:align: center
:alt: View of the pos interface and transfer button. How to transfer customers from one table
to another
Register an additional order
============================
When registering an order, use the + button to simultaneously proceed to
another one.
Then, you can shift between your orders and process the payment
when needed.
.. image:: floors_tables/restaurant_10.png
:align: center
:alt: View of the - button, allowing employees to close/remove an order
.. tip::
The - button allows you to remove the order you are currently on.
When you transfer customers, all of the orders they have placed and that are linked to the original
table are also transferred.

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