[ADD] Lunch: Manage orders ad vendors

closes odoo/documentation#8960

X-original-commit: a9b5cf3f6a
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/lunch.rst

@@ -320,9 +320,11 @@ lunch alert form loads. Enter the following information on the form:
 .. seealso::
    - :doc:`lunch/orders`
    - :doc:`lunch/user-accounts`
+   - :doc:`lunch/management`
 
 .. toctree::
    :titlesonly:
 
    lunch/orders
    lunch/user-accounts
+   lunch/management

content/applications/hr/lunch/management.rst

@@ -0,0 +1,191 @@
+================
+Lunch management
+================
+
+In Odoo's *Lunch* application, it is required to have someone manage the orders, vendors, and
+products. In addition, someone must be responsible for the orders, and notifying employees when
+their orders have arrived. This can be the same person.
+
+Orders can be :ref:`canceled <lunch/cancel>`, :ref:`sent to the vendor <lunch/send-orders>`,
+:ref:`confirmed <lunch/confirm-orders>` upon arrival, and :ref:`employees can be notified
+<lunch/notify>`, either from the :ref:`Today's Orders <lunch/todays-orders>` dashboard, or the
+:ref:`Control Vendors <lunch/control_vendors>` dashboard.
+
+To manage the *Lunch* app, users need the appropriate :guilabel:`Administrator` rights. These can be
+set by navigating to the :menuselection:`Settings app` and selecting :guilabel:`Manage Users`. Then,
+click on the desired user to view their access rights.
+
+For more information on access rights, refer to the :doc:`Access rights
+<../../general/users/access_rights/>` documentation.
+
+.. note::
+   Only users with administration rights are able to view the :guilabel:`Manager` and
+   :guilabel:`Configuration` menus in the *Lunch* application.
+
+.. _lunch/todays-orders:
+
+Today's Orders
+==============
+
+To view and manage the orders for the day, navigate to :menuselection:`Lunch app --> Manager -->
+Today's Orders`. All orders for the day are presented in a list view on the :guilabel:`Today's
+Orders` dashboard, with a filter for :guilabel:`Today`, and grouped by :guilabel:`Vendor`, by
+default.
+
+The following information appears in the list:
+
+- :guilabel:`Order Date`: the date the order was placed.
+- :guilabel:`Vendor`: the vendor the product is being ordered from.
+- :guilabel:`Product`: the specific product ordered.
+- :guilabel:`Extras`: any extras selected for the product.
+- :guilabel:`Notes`: any information needed to be sent to the vendor.
+- :guilabel:`User`: the user who ordered the product.
+- :guilabel:`Lunch Location`: where the product is set to be delivered.
+- :guilabel:`Price`: the total price for the product, including all extras.
+- :guilabel:`Status`: the current status of the product.
+- :guilabel:`Company`: the company under which the order was placed. This only appears in a
+  multi-company database.
+
+.. image:: management/today.png
+   :align: center
+   :alt: The list that appears in the Today's Orders dashboard, with the filters and top column
+         names highlighted.
+
+.. _lunch/cancel:
+
+Cancel orders
+-------------
+
+All users can cancel an order, not just managers of the *Lunch* app.
+
+To cancel an order from a vendor, individual products **must** be canceled one at a time.
+
+On the :guilabel:`Today's Orders` dashboard, a :guilabel:`✖️ Cancel` button is shown at the
+far-right of each product line that can be canceled. Click the :guilabel:`✖️ Cancel` button to
+cancel the order for that individual product.
+
+.. note::
+   Only products with a red :guilabel:`Status` tag of :guilabel:`Ordered` can be canceled.
+
+.. image:: management/cancel.png
+   :align: center
+   :alt: Order lines with the cancel button highlighted.
+
+.. _lunch/send-orders:
+
+Send orders
+-----------
+
+The first step in managing the *Lunch* app is to send the orders to the vendors.
+
+When orders are ready to be sent, the manager responsible for sending orders **must** send the
+orders to the vendor, outside of the database (call, online order, etc.).
+
+Once orders have been placed with the vendors, click the :guilabel:`Send Orders` button that appears
+next to each vendor's name and phone number.
+
+Once sent, the :guilabel:`Send Orders` button changes to a :guilabel:`Confirm Orders` button, and
+the :guilabel:`Status` column is updated from red :guilabel:`Ordered` tags to blue :guilabel:`Sent`
+tags, indicating the order has been sent to the vendor. Users who have placed orders in the *Lunch*
+app rely on the :guilabel:`Status` tags to track their orders.
+
+.. image:: management/send.png
+   :align: center
+   :alt: A vendor's order with the X Cancel and Send Orders buttons highlighted.
+
+.. _lunch/confirm-orders:
+
+Confirm orders
+--------------
+
+After orders have been sent to the vendor, the next step is to confirm the orders after they have
+been delivered.
+
+On the :guilabel:`Today's Orders` dashboard, click the :guilabel:`Confirm Orders` button that
+appears next to the vendor's name and phone number.
+
+Once confirmed, the :guilabel:`Confirm Orders` button disappears, and the :guilabel:`Status` column
+is updated from blue :guilabel:`Sent` tags to green :guilabel:`Received` tags, indicating the vendor
+has delivered the orders.
+
+In addition, the :guilabel:`✖️ Cancel` button at the end of each product line changes to a
+:guilabel:`✉️ Send Notification` button.
+
+If needed, instead of confirming all of the individual products from a vendor, individual products
+can be confirmed one at a time. To confirm an individual product, click the :guilabel:`✔️ Confirm`
+button at the end of the individual product line. When confirming individual products with this
+method, the :guilabel:`Confirm Orders` button remains on the vendor line.
+
+.. image:: management/confirm.png
+   :align: center
+   :alt: The Today's Orders dashboard, with the two different ways to confirm an order highlighted.
+
+.. example::
+   A vendor receives an order for three pizzas, and an order of garlic knots. When the delivery is
+   made to the company, the *Lunch* manager notices the garlic knots are missing.
+
+   The manager first marks the three pizzas as received, by individually confirming the products
+   with the :guilabel:`✔️ Confirm` button at the end of each product line.
+
+   Later, when the vendor delivers the garlic knots, the manager can either click the :guilabel:`✔️
+   Confirm` button at the end of the line for the garlic knots, or click the :guilabel:`Confirm
+   Orders` button that appears next to the vendor's name and phone number.
+
+.. _lunch/notify:
+
+Notify employees
+----------------
+
+After products are received, and the orders are confirmed, the employees **must** be informed that
+their orders have been delivered, and are ready to be picked up.
+
+Unlike sending and confirming orders, notifications must be sent individually, and cannot be sent in
+a batch.
+
+To notify the user their product has arrived, click the :guilabel:`✉️ Send Notification` button at
+the end of each product line. An email is sent to the user informing them their products have been
+delivered.
+
+.. _lunch/control_vendors:
+
+Control Vendors
+===============
+
+All orders for all vendors, both past and present, can be found in the *Control Vendors* dashboard.
+To access these records, navigate to :menuselection:`Lunch app --> Manager --> Control Vendors`.
+
+All orders appear in a list view, grouped alphabetically by :guilabel:`Vendor`. The list loads with
+all vendors expanded to show all order lines for every vendor, by default.
+
+The following information appears in the list:
+
+- :guilabel:`Order Date`: the date the order was placed.
+- :guilabel:`Vendor`: the vendor the product is being ordered from.
+- :guilabel:`Product`: the specific product ordered.
+- :guilabel:`Extras`: any extras selected for the product.
+- :guilabel:`Notes`: any information needed to be sent to the vendor.
+- :guilabel:`User`: the user who ordered the product.
+- :guilabel:`Lunch Location`: where the product is set to be delivered.
+- :guilabel:`Price`: the total price for the product, including all extras.
+- :guilabel:`Status`: the current status of the product.
+- :guilabel:`Company`: the company under which the order was placed. This only appears in a
+  multi-company database.
+
+Orders can be :ref:`canceled <lunch/cancel>`, :ref:`sent to the vendor <lunch/send-orders>`,
+:ref:`confirmed <lunch/confirm-orders>` upon arrival, and :ref:`employees can be notified
+<lunch/notify>` using the same method as on the :ref:`Today's Orders <lunch/todays-orders>`
+dashboard.
+
+.. image:: management/control.png
+   :align: center
+   :alt: A list view of all the orders as seen in the Control Vendors dashboard.
+
+.. note::
+   The difference between the :ref:`Today's Orders <lunch/todays-orders>` dashboard and the
+   :ref:`Control Vendors <lunch/control_vendors>` dashboard is that the *Today's Orders* dashboard
+   **only** displays orders for the current day, while the :guilabel:`Control Vendors` dashboard
+   displays **all** orders made in the *Lunch* app.
+
+.. seealso::
+   - :doc:`../lunch`
+   - :doc:`user-accounts`