[IMP] pos: structure of the restaurant category

Task ID: 3210388

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LoredanaLrpz 2023-03-02 12:09:22 +00:00
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:nosearch: :show-content:
=================== ===================
Restaurant Features Restaurant features
=================== ===================
Managing a restaurant or a bar comes with specific needs. The Point of Sale application provides
various features that allow performing all the required tasks in such businesses.
Once the POS is set to be used in a restaurant or a bar, you can:
- :doc:`organize your floors and tables to reflect your interior <restaurant/floors_tables>`;
- :ref:`take orders <floors_tables/orders>`;
- :doc:`communicate with the kitchen or the bar through the POS <restaurant/kitchen_printing>`;
- :doc:`print bills in advance and split them <restaurant/bill_printing>`;
- :doc:`collect tips <restaurant/tips>`; and
- :doc:`set different taxes for takeaway food <restaurant/fiscal_position>`.
Configuration
=============
To enable the restaurant and bar-specific features, go to :menuselection:`Point of Sale -->
Configuration --> Settings`, select the POS, and activate :guilabel:`Is a Bar/Restaurant`.
These features are displayed in the :guilabel:`Restaurant & Bar` section.
.. image:: restaurant/restaurant-bar-section.png
:align: center
:alt: restaurant and bar-specific features
.. toctree:: .. toctree::
:titlesonly: :titlesonly:
restaurant/restaurant
restaurant/split
restaurant/bill_printing restaurant/bill_printing
restaurant/floors_tables
restaurant/split
restaurant/kitchen_printing restaurant/kitchen_printing
restaurant/fiscal_position restaurant/fiscal_position
restaurant/tips restaurant/tips

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============================= ============================
Using fiscal positions in PoS Tax rates (fiscal positions)
============================= ============================
In Odoo, *Fiscal Positions* let you apply different taxes based on In Odoo, *Fiscal Positions* let you apply different taxes based on
the customer location. In a *Point of Sale*, such as a restaurant, it can the customer location. In a *Point of Sale*, such as a restaurant, it can

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================== ============================
Manage your tables Floors and tables management
================== ============================
Restaurants have specific needs that shops dont have. Thats why
Odoo gives restaurant owners several unique features to help them manage
their business in the best possible way.
Floor and table management, bill splitting, or even the possibility to
print orders from the kitchen, everything is there to help your
business shine and your employees to work efficiently.
Configuration
=============
To activate the bar/restaurant features, go to :menuselection:`Point of
Sale --> Configuration --> Point of Sale` and open your PoS. Now,
select *Is a Bar/Restaurant*.
.. image:: restaurant/restaurant_01.png
:align: center
:alt: Restaurant set up. Enabling the is a bar/Restaurant feature on a PoS
New features are shown with a fork and a knife next to it, indicating
that they are restaurant-specific.
.. image:: restaurant/restaurant_02.png
:align: center
:alt: Several restaurant features. Bill printing, bill splitting and tips
Add a floor Add a floor
=========== ===========
@ -35,11 +9,11 @@ Once your *Point of Sale* has been configured, select *Table
Management* under :menuselection:`Point of Sale --> Configuration --> Management* under :menuselection:`Point of Sale --> Configuration -->
Point of Sale`. Then, click on *Floors* to create and name your floor and tables. Point of Sale`. Then, click on *Floors* to create and name your floor and tables.
.. image:: restaurant/restaurant_03.png .. image:: floors_tables/restaurant_03.png
:align: center :align: center
:alt: View of the table management feature. Way to manage and create floors for a pos :alt: View of the table management feature. Way to manage and create floors for a pos
.. image:: restaurant/restaurant_04.png .. image:: floors_tables/restaurant_04.png
:align: center :align: center
:alt: Backend view of a restaurant floor. Table name and number of sits for each table :alt: Backend view of a restaurant floor. Table name and number of sits for each table
@ -52,14 +26,14 @@ Add tables
To add tables, you can also open your PoS interface to see your To add tables, you can also open your PoS interface to see your
floor(s). floor(s).
.. image:: restaurant/restaurant_05.png .. image:: floors_tables/restaurant_05.png
:align: center :align: center
:alt: View of the floors menu to manage several floors at the same time :alt: View of the floors menu to manage several floors at the same time
Then, click on *Edit Mode* (pencil icon on the upper right corner) to be allowed to Then, click on *Edit Mode* (pencil icon on the upper right corner) to be allowed to
create, move, modify tables, etc. create, move, modify tables, etc.
.. image:: restaurant/restaurant_06.png .. image:: floors_tables/restaurant_06.png
:align: center :align: center
:alt: View of the floor management. Add tables, the number of sits, their name and their shape :alt: View of the floor management. Add tables, the number of sits, their name and their shape
@ -68,13 +42,15 @@ create, move, modify tables, etc.
shape, size or even color. It is also possible to add the maximum number of sits the table can shape, size or even color. It is also possible to add the maximum number of sits the table can
have. have.
.. _floors_tables/orders:
Register your table(s) orders Register your table(s) orders
============================= =============================
To register an order, click on the respective table. By doing so, you are taken To register an order, click on the respective table. By doing so, you are taken
to your main interface. to your main interface.
.. image:: restaurant/restaurant_07.png .. image:: floors_tables/restaurant_07.png
:align: center :align: center
:alt: View of the pos interface to register orders :alt: View of the pos interface to register orders
@ -87,14 +63,14 @@ table.
To do so, select the table your customer is currently on. To do so, select the table your customer is currently on.
.. image:: restaurant/restaurant_08.png .. image:: floors_tables/restaurant_08.png
:align: center :align: center
:alt: View of the restaurant tables, one having a pending order :alt: View of the restaurant tables, one having a pending order
Now, click on the transfer button and select the table to which you are transferring your Now, click on the transfer button and select the table to which you are transferring your
customer. customer.
.. image:: restaurant/restaurant_09.png .. image:: floors_tables/restaurant_09.png
:align: center :align: center
:alt: View of the pos interface and transfer button. How to transfer customers from one table :alt: View of the pos interface and transfer button. How to transfer customers from one table
to another to another
@ -108,7 +84,7 @@ another one.
Then, you can shift between your orders and process the payment Then, you can shift between your orders and process the payment
when needed. when needed.
.. image:: restaurant/restaurant_10.png .. image:: floors_tables/restaurant_10.png
:align: center :align: center
:alt: View of the - button, allowing employees to close/remove an order :alt: View of the - button, allowing employees to close/remove an order

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================================== ===============
Print orders at the kitchen or bar Orders printing
================================== ===============
To ease the workflow between the front of house and the back of the To ease the workflow between the front of house and the back of the
house, printing the orders taken on the PoS interface right in the house, printing the orders taken on the PoS interface right in the

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@ -36,6 +36,7 @@ applications/finance/accounting/payables/supplier_bills/manage.rst applications/
applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986) applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst
applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/point_of_sale/restaurant/floors_tables.rst
applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst
# developer/howtos # developer/howtos