8.2 KiB
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}cancelled <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.
: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 cancelled 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 cancelled. 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 cancelled.
:::
: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.
: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.
: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}cancelled <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.
: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
:::