[ADD] Lunch: Manage orders ad vendors
closes odoo/documentation#8684 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@ -320,9 +320,11 @@ lunch alert form loads. Enter the following information on the form:
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.. seealso::
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- :doc:`lunch/orders`
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- :doc:`lunch/user-accounts`
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- :doc:`lunch/management`
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.. toctree::
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:titlesonly:
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lunch/orders
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lunch/user-accounts
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lunch/management
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content/applications/hr/lunch/management.rst
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content/applications/hr/lunch/management.rst
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================
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Lunch management
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================
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In Odoo's *Lunch* application, it is required to have someone manage the orders, vendors, and
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products. In addition, someone must be responsible for the orders, and notifying employees when
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their orders have arrived. This can be the same person.
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Orders can be :ref:`canceled <lunch/cancel>`, :ref:`sent to the vendor <lunch/send-orders>`,
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:ref:`confirmed <lunch/confirm-orders>` upon arrival, and :ref:`employees can be notified
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<lunch/notify>`, either from the :ref:`Today's Orders <lunch/todays-orders>` dashboard, or the
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:ref:`Control Vendors <lunch/control_vendors>` dashboard.
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To manage the *Lunch* app, users need the appropriate :guilabel:`Administrator` rights. These can be
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set by navigating to the :menuselection:`Settings app` and selecting :guilabel:`Manage Users`. Then,
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click on the desired user to view their access rights.
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For more information on access rights, refer to the :doc:`Access rights
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<../../general/users/access_rights/>` documentation.
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.. note::
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Only users with administration rights are able to view the :guilabel:`Manager` and
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:guilabel:`Configuration` menus in the *Lunch* application.
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.. _lunch/todays-orders:
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Today's Orders
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==============
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To view and manage the orders for the day, navigate to :menuselection:`Lunch app --> Manager -->
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Today's Orders`. All orders for the day are presented in a list view on the :guilabel:`Today's
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Orders` dashboard, with a filter for :guilabel:`Today`, and grouped by :guilabel:`Vendor`, by
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default.
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The following information appears in the list:
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- :guilabel:`Order Date`: the date the order was placed.
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- :guilabel:`Vendor`: the vendor the product is being ordered from.
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- :guilabel:`Product`: the specific product ordered.
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- :guilabel:`Extras`: any extras selected for the product.
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- :guilabel:`Notes`: any information needed to be sent to the vendor.
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- :guilabel:`User`: the user who ordered the product.
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- :guilabel:`Lunch Location`: where the product is set to be delivered.
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- :guilabel:`Price`: the total price for the product, including all extras.
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- :guilabel:`Status`: the current status of the product.
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- :guilabel:`Company`: the company under which the order was placed. This only appears in a
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multi-company database.
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.. image:: management/today.png
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:align: center
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:alt: The list that appears in the Today's Orders dashboard, with the filters and top column
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names highlighted.
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.. _lunch/cancel:
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Cancel orders
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-------------
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All users can cancel an order, not just managers of the *Lunch* app.
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To cancel an order from a vendor, individual products **must** be canceled one at a time.
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On the :guilabel:`Today's Orders` dashboard, a :guilabel:`✖️ Cancel` button is shown at the
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far-right of each product line that can be canceled. Click the :guilabel:`✖️ Cancel` button to
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cancel the order for that individual product.
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.. note::
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Only products with a red :guilabel:`Status` tag of :guilabel:`Ordered` can be canceled.
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.. image:: management/cancel.png
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:align: center
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:alt: Order lines with the cancel button highlighted.
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.. _lunch/send-orders:
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Send orders
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-----------
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The first step in managing the *Lunch* app is to send the orders to the vendors.
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When orders are ready to be sent, the manager responsible for sending orders **must** send the
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orders to the vendor, outside of the database (call, online order, etc.).
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Once orders have been placed with the vendors, click the :guilabel:`Send Orders` button that appears
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next to each vendor's name and phone number.
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Once sent, the :guilabel:`Send Orders` button changes to a :guilabel:`Confirm Orders` button, and
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the :guilabel:`Status` column is updated from red :guilabel:`Ordered` tags to blue :guilabel:`Sent`
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tags, indicating the order has been sent to the vendor. Users who have placed orders in the *Lunch*
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app rely on the :guilabel:`Status` tags to track their orders.
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.. image:: management/send.png
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:align: center
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:alt: A vendor's order with the X Cancel and Send Orders buttons highlighted.
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.. _lunch/confirm-orders:
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Confirm orders
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--------------
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After orders have been sent to the vendor, the next step is to confirm the orders after they have
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been delivered.
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On the :guilabel:`Today's Orders` dashboard, click the :guilabel:`Confirm Orders` button that
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appears next to the vendor's name and phone number.
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Once confirmed, the :guilabel:`Confirm Orders` button disappears, and the :guilabel:`Status` column
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is updated from blue :guilabel:`Sent` tags to green :guilabel:`Received` tags, indicating the vendor
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has delivered the orders.
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In addition, the :guilabel:`✖️ Cancel` button at the end of each product line changes to a
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:guilabel:`✉️ Send Notification` button.
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If needed, instead of confirming all of the individual products from a vendor, individual products
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can be confirmed one at a time. To confirm an individual product, click the :guilabel:`✔️ Confirm`
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button at the end of the individual product line. When confirming individual products with this
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method, the :guilabel:`Confirm Orders` button remains on the vendor line.
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.. image:: management/confirm.png
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:align: center
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:alt: The Today's Orders dashboard, with the two different ways to confirm an order highlighted.
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.. example::
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A vendor receives an order for three pizzas, and an order of garlic knots. When the delivery is
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made to the company, the *Lunch* manager notices the garlic knots are missing.
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The manager first marks the three pizzas as received, by individually confirming the products
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with the :guilabel:`✔️ Confirm` button at the end of each product line.
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Later, when the vendor delivers the garlic knots, the manager can either click the :guilabel:`✔️
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Confirm` button at the end of the line for the garlic knots, or click the :guilabel:`Confirm
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Orders` button that appears next to the vendor's name and phone number.
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.. _lunch/notify:
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Notify employees
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----------------
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After products are received, and the orders are confirmed, the employees **must** be informed that
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their orders have been delivered, and are ready to be picked up.
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Unlike sending and confirming orders, notifications must be sent individually, and cannot be sent in
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a batch.
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To notify the user their product has arrived, click the :guilabel:`✉️ Send Notification` button at
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the end of each product line. An email is sent to the user informing them their products have been
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delivered.
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.. _lunch/control_vendors:
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Control Vendors
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===============
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All orders for all vendors, both past and present, can be found in the *Control Vendors* dashboard.
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To access these records, navigate to :menuselection:`Lunch app --> Manager --> Control Vendors`.
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All orders appear in a list view, grouped alphabetically by :guilabel:`Vendor`. The list loads with
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all vendors expanded to show all order lines for every vendor, by default.
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The following information appears in the list:
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- :guilabel:`Order Date`: the date the order was placed.
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- :guilabel:`Vendor`: the vendor the product is being ordered from.
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- :guilabel:`Product`: the specific product ordered.
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- :guilabel:`Extras`: any extras selected for the product.
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- :guilabel:`Notes`: any information needed to be sent to the vendor.
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- :guilabel:`User`: the user who ordered the product.
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- :guilabel:`Lunch Location`: where the product is set to be delivered.
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- :guilabel:`Price`: the total price for the product, including all extras.
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- :guilabel:`Status`: the current status of the product.
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- :guilabel:`Company`: the company under which the order was placed. This only appears in a
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multi-company database.
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Orders can be :ref:`canceled <lunch/cancel>`, :ref:`sent to the vendor <lunch/send-orders>`,
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:ref:`confirmed <lunch/confirm-orders>` upon arrival, and :ref:`employees can be notified
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<lunch/notify>` using the same method as on the :ref:`Today's Orders <lunch/todays-orders>`
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dashboard.
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.. image:: management/control.png
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:align: center
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:alt: A list view of all the orders as seen in the Control Vendors dashboard.
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.. note::
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The difference between the :ref:`Today's Orders <lunch/todays-orders>` dashboard and the
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:ref:`Control Vendors <lunch/control_vendors>` dashboard is that the *Today's Orders* dashboard
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**only** displays orders for the current day, while the :guilabel:`Control Vendors` dashboard
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displays **all** orders made in the *Lunch* app.
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.. seealso::
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- :doc:`../lunch`
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- :doc:`orders`
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- :doc:`user-accounts`
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