[ADD] POS: how to configure and use the preparation display

task-3604858

closes odoo/documentation#11853

X-original-commit: 2eb1deaf11
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
This commit is contained in:
Loredana Perazzo 2025-01-17 14:46:57 +00:00 committed by LoredanaLrpz
parent 8b1f8e1fc6
commit 565022703a
6 changed files with 110 additions and 0 deletions

View File

@ -180,6 +180,7 @@ the **POS dashboard**.
point_of_sale/employee_login
point_of_sale/receipts_invoices
point_of_sale/preparation
point_of_sale/combos
point_of_sale/configuration
point_of_sale/shop

View File

@ -0,0 +1,109 @@
===================
Preparation display
===================
The preparation display feature allows you to handle POS orders requiring preparation. Concretely,
- **For retail**: The preparation team is notified after a payment is completed at the POS to
gather the purchased items for customer pickup.
- **For restaurants**: POS orders inform the kitchen of the meals to be prepared.
Configuration
=============
To enable the preparation display feature,
#. Go to the :ref:`POS settings <configuration/settings>`.
#. Scroll down to the :guilabel:`Preparation` section.
#. Check the :guilabel:`Preparation Display` option.
.. image:: preparation/preparation-setting.png
:alt: Setting to enable the preparation display feature
:scale: 90 %
To create and set up a preparation display,
#. Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`
#. Click :guilabel:`New`.
#. Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, `Bar`)
#. Set it up:
#. :guilabel:`Point of Sale`: Select the POS that sends orders to this display.
#. :guilabel:`Product categories`: Specify the POS :guilabel:`Product categories` sent to this
display.
#. :guilabel:`Stages`: Define the steps required for the orders to be ready.
- Click :guilabel:`Add a line` to add a stage.
- Assign specific colors to each stage for clarity (optional).
- Define an :guilabel:`Alert timer (min)` for each stage to indicate the expected processing
time.
.. image:: preparation/display-form.png
:alt: preparation display set-up form
:scale: 85 %
.. note::
To edit a pre-existing preparation display, click the vertical ellipsis button
(:icon:`fa-ellipsis-v`) on the display's card and select :guilabel:`Configure`.
Practical application
=====================
Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to get an overview of all
your displays.
.. image:: preparation/display-card.png
:alt: Kanban view of the preparation display
:scale: 85 %
The display card shows:
- The configured stages.
- The number of orders currently :guilabel:`In progress`.
- The :guilabel:`Average time` employees usually take to complete an order.
.. tip::
Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for quicker access.
Using the preparation display
-----------------------------
To access the preparation display, click :guilabel:`Preparation Screen`. This interface, designed
for employees, shows:
- **Stages and order count**: Displays the progress of orders across stages such as `To prepare`,
`Ready`, and `Completed`, along with the number of orders in each stage.
- **Ordered products by category**: Lists all items in progress, grouped by POS categories (e.g.,
`Drinks`, `Food`).
- **Order cards**: Summarizes individual orders, including:
- Associated tables and order numbers.
- Status, such as `Ready`, highlighted with the defined colors.
- Waiting time, with visual indicators.
.. note::
The duration indicator turns red if the elapsed time exceeds the predefined alert time.
.. image:: preparation/preparation-display.png
:alt: the preparation display interface with orders to process.
:scale: 80 %
To update order progress:
- Click items on the order card to cross them off individually.
- Click the order card itself to mark all items at once.
- The card automatically moves to the next stage once every item is crossed off.
- Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the previous stage if you
mistakenly sent it to the next stage.
Customer display
----------------
In parallel, click :guilabel:`Order Status Screen` to open the customer interface. This interface,
designed for customers, provides an overview of orders that are:
- :guilabel:`Ready` for pickup.
- :guilabel:`Almost there`, indicating they are taken care of.
.. note::
The order number can be found at the top of the customer's receipt.

Binary file not shown.

After

Width:  |  Height:  |  Size: 9.4 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 29 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 17 KiB