diff --git a/content/applications/sales/point_of_sale/restaurant.rst b/content/applications/sales/point_of_sale/restaurant.rst index 5221143f6..9794b9f80 100644 --- a/content/applications/sales/point_of_sale/restaurant.rst +++ b/content/applications/sales/point_of_sale/restaurant.rst @@ -16,6 +16,8 @@ Once the POS is set to be used in a restaurant or a bar, you can: - :doc:`collect tips `; and - :doc:`set different taxes for takeaway food `. +.. _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 diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables.rst b/content/applications/sales/point_of_sale/restaurant/floors_tables.rst index f1e68c619..dd7141b67 100644 --- a/content/applications/sales/point_of_sale/restaurant/floors_tables.rst +++ b/content/applications/sales/point_of_sale/restaurant/floors_tables.rst @@ -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:: - Don’t forget to link your floor to your point of sale. + The POS must be opened and :ref:`edited from the 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 `, 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 `, 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 ` 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. diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/floor-creation-backend.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/floor-creation-backend.png new file mode 100644 index 000000000..d99349ea7 Binary files /dev/null and b/content/applications/sales/point_of_sale/restaurant/floors_tables/floor-creation-backend.png differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/floor-map.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/floor-map.png new file mode 100644 index 000000000..4114c72a4 Binary files /dev/null and b/content/applications/sales/point_of_sale/restaurant/floors_tables/floor-map.png differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/plan-understand.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/plan-understand.png new file mode 100644 index 000000000..371277683 Binary files /dev/null and b/content/applications/sales/point_of_sale/restaurant/floors_tables/plan-understand.png differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_03.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_03.png deleted file mode 100644 index f46f04ee6..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_03.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_04.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_04.png deleted file mode 100644 index bf9d6f4e6..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_04.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_05.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_05.png deleted file mode 100644 index a8a226c9b..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_05.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_06.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_06.png deleted file mode 100644 index 5a3650e6f..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_06.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_07.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_07.png deleted file mode 100644 index 3ffa8b29d..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_07.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_08.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_08.png deleted file mode 100644 index 4da9ad4be..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_08.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_09.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_09.png deleted file mode 100644 index 5608acd03..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_09.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_10.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_10.png deleted file mode 100644 index 82a88f93f..000000000 Binary files a/content/applications/sales/point_of_sale/restaurant/floors_tables/restaurant_10.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/restaurant/floors_tables/table-creation-backend.png b/content/applications/sales/point_of_sale/restaurant/floors_tables/table-creation-backend.png new file mode 100644 index 000000000..a2caa8a66 Binary files /dev/null and b/content/applications/sales/point_of_sale/restaurant/floors_tables/table-creation-backend.png differ