[IMP] pos: update the whole page
task-3005131
closes odoo/documentation#7803
X-original-commit: 3fada867de
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
@ -16,6 +16,8 @@ Once the POS is set to be used in a restaurant or a bar, you can:
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- :doc:`collect tips <restaurant/tips>`; and
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- :doc:`set different taxes for takeaway food <pricing/fiscal_position>`.
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.. _restaurant/configuration:
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Configuration
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=============
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@ -31,7 +33,7 @@ These features are displayed in the :guilabel:`Restaurant & Bar` section.
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.. toctree::
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:titlesonly:
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restaurant/bill_printing
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restaurant/floors_tables
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restaurant/kitchen_printing
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restaurant/bill_printing
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restaurant/tips
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@ -1,92 +1,105 @@
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============================
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Floors and tables management
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============================
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=================
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Floors and tables
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=================
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Add a floor
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===========
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The **Floor plan view** enables you to manage restaurant floors and table arrangements and monitor
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table status in real time, including occupancy, reservations, and kitchen orders.
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Once your *Point of Sale* has been configured, select *Table
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Management* under :menuselection:`Point of Sale --> Configuration -->
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Point of Sale`. Then, click on *Floors* to create and name your floor and tables.
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.. example::
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.. image:: floors_tables/restaurant_03.png
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:align: center
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:alt: View of the table management feature. Way to manage and create floors for a pos
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.. image:: floors_tables/plan-understand.png
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:alt: example of a floor plan view with visual keys to understand it.
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.. image:: floors_tables/restaurant_04.png
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:align: center
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:alt: Backend view of a restaurant floor. Table name and number of sits for each table
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- Table 1: An order has been placed and sent to the kitchen.
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- Table 3: An order of four items has been placed and needs to be sent to the kitchen.
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- Tables 2, 4, and 5: These tables are available.
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- Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and 8 people.
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- Table 1: The table of two is full.
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- Table 3: The table of four is taken by one person.
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- Table 5: "Famous Joe" has a reservation for 8 people at 12:00.
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Configuration
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=============
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From the POS backend
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--------------------
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To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration
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--> Floor Plans`, and click :guilabel:`New` to create a floor. Name it, select the related point(s)
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of sales, and click :guilabel:`Add a line` to create a table. Name the table and assign a number of
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seats. You can also link it to an appointment resource to make the table bookable. Once done,
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click :guilabel:`Save & Close` or :guilabel:`Save & New` to confirm.
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.. image:: floors_tables/table-creation-backend.png
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:scale: 75%
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:alt: window to create a table in the POS backend
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.. note::
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Don’t forget to link your floor to your point of sale.
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The POS must be opened and :ref:`edited from the frontend <floors_tables/frontend>` to create a
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map of your restaurant or bar reflecting your actual floor plan.
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Add tables
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==========
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.. tip::
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Create floors on the spot: :ref:`access your POS settings <configuration/settings>`, type your
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floor name in the :guilabel:`Floor` field of the :guilabel:`Floors & Tables Map` category, and
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press *enter*.
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To add tables, you can also open your PoS interface to see your
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floor(s).
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.. image:: floors_tables/floor-creation-backend.png
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:scale: 75%
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:alt: setting to create floors from the POS settings
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.. image:: floors_tables/restaurant_05.png
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:align: center
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:alt: View of the floors menu to manage several floors at the same time
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.. _floors_tables/frontend:
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Then, click on *Edit Mode* (pencil icon on the upper right corner) to be allowed to
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create, move, modify tables, etc.
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From the POS frontend
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---------------------
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.. image:: floors_tables/restaurant_06.png
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:align: center
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:alt: View of the floor management. Add tables, the number of sits, their name and their shape
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To create floors and tables from the frontend, :ref:`open a POS session <pos/session-start>`, click
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the hamburger menu icon :guilabel:`≡` in the upper right corner, then :guilabel:`Edit Plan` to enter
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the **edit mode**.
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Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-up window.
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Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To move it, select it and drag
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and drop it as desired. You can also modify the attributes of the selected table, such as the number
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of seats by clicking :guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color
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using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To duplicate an existing
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table, select it and click :guilabel:`COPY`. You can also remove the table by clicking
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:guilabel:`DELETE`.
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After making all the necessary modifications, click :guilabel:`CLOSE` to save.
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.. image:: floors_tables/floor-map.png
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:alt: the floor plan view in edit mode.
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.. note::
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To make your table easier to be found, you can rename them, change their
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shape, size or even color. It is also possible to add the maximum number of sits the table can
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have.
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If no table is selected, the modifications are applied to the floor.
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.. warning::
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Removing a table or a floor cannot be undone.
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.. _floors_tables/orders:
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Register your table(s) orders
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=============================
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Take orders
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===========
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To register an order, click on the respective table. By doing so, you are taken
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to your main interface.
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Click a table to access the POS interface and start taking your customer's order. The system
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automatically associates the orders and the table, allowing you to add more items later and generate
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a bill specifically for that table's orders.
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.. image:: floors_tables/restaurant_07.png
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:align: center
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:alt: View of the pos interface to register orders
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Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view.
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Transfer customer(s)
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====================
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.. note::
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As soon as you click a table, the number of guests is automatically set to one. If you
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mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the
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customer <floors_tables/transfer>` to another table.
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If your customers want to move to another table after they already
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ordered, use the transfer button. This way, the order is also moved to the new
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table.
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.. _floors_tables/transfer:
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To do so, select the table your customer is currently on.
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Table transfer
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==============
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.. image:: floors_tables/restaurant_08.png
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:align: center
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:alt: View of the restaurant tables, one having a pending order
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To move customers from one table to another, select a table and click :guilabel:`→ Transfer` on the
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POS interface. This redirects you to the floor plan view, where you can choose the new table to
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which you want to transfer the customers.
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Now, click on the transfer button and select the table to which you are transferring your
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customer.
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.. image:: floors_tables/restaurant_09.png
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:align: center
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:alt: View of the pos interface and transfer button. How to transfer customers from one table
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to another
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Register an additional order
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============================
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When registering an order, use the + button to simultaneously proceed to
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another one.
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Then, you can shift between your orders and process the payment
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when needed.
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.. image:: floors_tables/restaurant_10.png
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:align: center
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:alt: View of the - button, allowing employees to close/remove an order
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.. tip::
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The - button allows you to remove the order you are currently on.
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When you transfer customers, all of the orders they have placed and that are linked to the original
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table are also transferred.
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