[ADD] pos: add Presets page

task-4893658

Author: lman-odoo

content/applications/sales/point_of_sale/extra.rst

@@ -10,4 +10,5 @@ Extra features
    extra/employee_login
    extra/preparation
    extra/self_order
+   extra/presets
    extra/pricing

content/applications/sales/point_of_sale/extra/preparation.rst

@@ -74,10 +74,11 @@ 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`).
+  `Drinks`, `Food`, :doc:`Preset <presets>`).
 - **Order cards**: Summarizes individual orders, including:
 
   - Associated tables and order numbers.
+  - :doc:`Preset <presets>` service types, if configured.
   - Status, such as `Ready`, highlighted with the defined colors.
   - Waiting time, with visual indicators.
 

content/applications/sales/point_of_sale/extra/presets.rst

@@ -0,0 +1,186 @@
+=======
+Presets
+=======
+
+Presets are preconfigured settings used to quickly apply predefined configurations to POS orders,
+such as the fiscal position, pricelist, opening hours, order capacity limit, etc. They are
+particularly useful for businesses that need different configurations depending on the type of sale.
+
+.. example::
+   - Restaurants can use presets to adjust pricelists and capacities based on the order type, such
+     as :guilabel:`Dine In`, :guilabel:`Takeout`, or :guilabel:`Delivery`.
+
+   - Flower shops can use presets to apply different taxes when selling flowers and plants (taxed as
+     goods) versus creating arrangements for funerals or weddings (taxed as services). Presets can
+     also help streamline returns and apply different pricelists (with discounts) for loyal
+     customers and/or members.
+
+.. seealso::
+   `Odoo Presets Tutorial <https://www.odoo.com/slides/slide/manage-presets-12827>`_
+
+.. _pos/restaurant/orders/preset/backend:
+
+Configuration
+=============
+
+.. note::
+   If a :doc:`restaurant POS <../../point_of_sale/restaurant>` exists in the database, some default
+   presets are automatically available.
+
+To enable and set presets for a POS, follow these steps:
+
+#. Go to the :ref:`POS settings <pos/use/settings>`.
+#. Under :guilabel:`Point of Sale`, enable :guilabel:`Take out / Delivery / Members`.
+#. In the :guilabel:`Available` field:
+
+    - If preconfigured presets are available, select the relevant one(s) or click :guilabel:`Search
+      more`, then :guilabel:`New` to create and :ref:`configure <pos/presets/preset-form>` a new
+      preset.
+    - If no preconfigured presets are available, click :guilabel:`Create ...`, then :ref:`configure
+      <pos/presets/preset-form>` the preset.
+
+#. Define a default preset in the :guilabel:`Default` field.
+#. Click :guilabel:`Save`.
+#. If necessary, click :icon:`oi-arrow-right` :guilabel:`Configure Presets`, then select the desired
+   preset and edit it, or click :guilabel:`New` to create a new one.
+
+.. tip::
+   - Once presets exist in the database, they can be accessed from :menuselection:`Point of Sale -->
+     Configuration --> Presets`.
+   - Presets are automatically enabled when creating a new restaurant point of sale :ref:`through the
+     onboarding screen <pos/use/create-pos>` and selecting the :guilabel:`Restaurant` card.
+
+.. _pos/presets/preset-form:
+
+On the relevant :guilabel:`Presets` form, apply or edit the following options:
+
+- Enter a preset :guilabel:`Label`.
+- If needed, add an image by clicking the :icon:`fa-pencil` (:guilabel:`Edit`) button when hovering
+  over the camera image. This image is displayed in :ref:`kiosk mode <extra/presets/apply-presets>`.
+- :guilabel:`Pricelist`: Select or :doc:`configure a pricelist
+  <../../sales/products_prices/prices/pricing>`.
+- :guilabel:`Fiscal Position`: Select or :doc:`configure a fiscal position
+  </applications/finance/accounting/taxes/fiscal_positions>`. Fiscal positions are especially
+  important in environments where customers must pay different tax rates depending on the type of
+  order.
+- :guilabel:`Manage orders by time`: Enable this option to define time slots for scheduling orders.
+  Then,
+
+  - choose a working time in the :guilabel:`Schedule based on` field;
+  - define the :guilabel:`Preparation capacity` to indicate how many orders can be handled in a
+    given time frame;
+  - configure the working hours in the :guilabel:`Schedule` tab.
+
+- :guilabel:`Identification`: Specify whether order identification details (such as a
+  :guilabel:`Name` or an :guilabel:`Address`) are required.
+- :guilabel:`Return mode`: Select this mode only to process returns. All items added to the cart
+  are entered as negative quantities.
+- :guilabel:`Color`: Define the preset button's color in the :ref:`register
+  <pos/restaurant/orders>`.
+- In the :guilabel:`Self Ordering` tab, enable :guilabel:`Available in self` to display presets in
+  the :doc:`self-order interface <self_order>`. Then, select a service zone in the
+  :guilabel:`Service at` field and select or :doc:`configure an email template
+  </applications/general/companies/email_template>` in the :guilabel:`Email Confirmation` field.
+- In the :guilabel:`Options` tab, enable :guilabel:`Guest` to require users to enter the number of
+  guests when :ref:`taking an order <pos/restaurant/orders>`.
+
+.. tip::
+   On the preset form, click the :icon:`fa-shopping-cart` :guilabel:`Order(s)` smart button to
+   access the list of all orders created with the selected preset.
+
+.. _extra/presets/apply-presets:
+
+Apply presets to POS orders
+===========================
+
+Presets are available in both the :ref:`POS register <pos/restaurant/orders>` and :doc:`kiosk
+<self_order>` mode. The preconfigured presets are :guilabel:`Dine In`, :guilabel:`Takeout`, and
+:guilabel:`Delivery`, and each function differently and can be customized as needed.
+
+.. tabs::
+
+   .. tab:: POS register
+
+      Presets are displayed in the :ref:`POS register <pos/restaurant/orders>` with the default
+      preset selected. To change the preset, click the default preset button and select an available
+      alternative. For the next order, the system automatically resets to the default preset.
+
+      .. image:: presets/presets-button.png
+         :alt: Default presets "Dine In" button.
+
+      .. image:: presets/register-select-preset.png
+         :alt: Select a preset in the POS register.
+         :scale: 70%
+
+      .. tabs::
+
+         .. tab:: Dine in
+
+            When using the :guilabel:`Dine in` preset, choose items to add to the order. Then,
+
+            - click :guilabel:`Set table`, enter a table number, and click :guilabel:`Assign`, or
+            - click :guilabel:`Set Tab`, edit the order name, and click :guilabel:`Apply` to add the
+              amount to the customer's tab.
+
+            Then, :guilabel:`Send` the order to the kitchen.
+
+            .. image:: presets/default-preset-button.png
+               :alt: "Dine In" preset in the POS register.
+               :scale: 70%
+
+         .. tab:: Takeout
+
+            When using the :guilabel:`Takeout` preset, select an order name or enter a new one and click
+            :guilabel:`Apply`. Then, select a date and time, and click :guilabel:`Continue`. The
+            entered name and selected time are displayed in the header of the POS interface. Then,
+            :guilabel:`Send` the order to the kitchen.
+
+            .. image:: presets/register-preset-takeout.png
+               :alt: Chooe time for takeout order.
+               :scale: 60%
+
+         .. tab:: Delivery
+
+            When using the :guilabel:`Delivery` preset, choose an existing customer or
+            :guilabel:`Create` a new one. Use the :icon:`fa-search` search bar to find a customer.
+            Then, make sure they have an address assigned, and :guilabel:`Send` the order to the
+            kitchen.
+
+   .. tab:: Kiosk
+
+      Presets can be used in the :ref:`kiosk of the self-ordering mode
+      <extra/self_order/usage-guidelines>`. Once the customer tabs the :guilabel:`Order Now` button,
+      all the available preset options are displayed.
+
+      .. image:: presets/kiosk-presets.png
+         :alt: Presets in kiosk mode.
+         :scale: 60%
+
+      .. tabs::
+
+         .. tab:: Dine in
+
+            When the customer selects the :guilabel:`Dine In` preset, they must choose items to add
+            to the order, click :guilabel:`Checkout` to proceed to the order summary, and
+            :guilabel:`Order`. On the :guilabel:`Enter your tracker number` screen, they must enter
+            their tracker number and click :guilabel:`Order` again.
+
+         .. tab:: Takeout
+
+            When the customer selects the :guilabel:`Takeout` preset, they must choose items to add
+            to the order, click :guilabel:`Checkout` to proceed to the order summary, and
+            :guilabel:`Order`. On the :guilabel:`We need more info` pop-up, they must select a time
+            and enter their :guilabel:`Name` and :guilabel:`Email` (the :guilabel:`Phone` field is
+            optional), then click :guilabel:`Continue`.
+
+         .. tab:: Delivery
+
+            When the customer selects the :guilabel:`Delivery` preset, they must choose items to add
+            to the order, click :guilabel:`Checkout` to proceed to the order summary, and
+            :guilabel:`Order`. On the :guilabel:`We need more info` pop-up, they must select a time
+            and enter their :guilabel:`Name`, :guilabel:`Email`, :guilabel:`Phone` and address
+            details. All fields are required. Then, they must click :guilabel:`Continue`.
+
+.. seealso::
+  - :doc:`preparation`
+  - :doc:`../restaurant/online_food_delivery`

content/applications/sales/point_of_sale/extra/presets/default-preset-button.png

@@ -88,7 +88,8 @@ Additional settings
    .. tab:: Service location and payment options
 
       - Set where the service occurs by selecting :guilabel:`Table` or :guilabel:`Pickup zone`
-        under the :guilabel:`Service` field.
+        under the :guilabel:`Service` field. Service zones can also be defined when configuring
+        :doc:`presets <presets>`.
       - Define when and how customers pay in the :guilabel:`Pay after` field. Customers can pay
         after :guilabel:`Each meal` or for :guilabel:`Each order`.
       - The service location and payment options available depend on the type of self-ordering
@@ -179,6 +180,8 @@ settings are applied correctly. Click :icon:`fa-arrow-right` :guilabel:`Preview
 under the :guilabel:`Self  Ordering` field to ensure all :ref:`additional settings
 <pos/self_order/add-settings>` are correctly applied.
 
+.. _extra/self_order/usage-guidelines:
+
 Usage guidelines
 ================
 
@@ -211,6 +214,7 @@ Usage guidelines
            POS card.
          - Click :guilabel:`Open Kiosk` on the POS card to reopen the self-ordering interface in a new
            tab or to refresh the kiosk's IoT Box touchscreen display if it is already running.
+         - Configure :doc:`presets <presets>` to streamline the ordering process.
 
       On the customers' end,
 

content/applications/sales/point_of_sale/extra/presets/kiosk-presets.png

@@ -213,7 +213,7 @@ Order management
 ================
 
 The POS register allows for :ref:`processing <pos/restaurant/orders/process>` and :ref:`transferring
-<pos/restaurant/floors/transfer>` orders, defining :ref:`presets <pos/restaurant/orders/preset>`,
+<pos/restaurant/floors/transfer>` orders, defining :doc:`presets <extra/presets>`,
 and managing :ref:`courses <pos/restaurant/orders/courses>`.
 
 .. _pos/restaurant/orders/process:
@@ -229,12 +229,12 @@ To process an order from the POS register, follow these steps:
    - Click :guilabel:`Set Table` to link the order to a table. Enter a table number and click
      :guilabel:`Assign`.
    - Click :guilabel:`Set Tab` to enter the open order's name and click :guilabel:`Apply`.
-#. Click :guilabel:`Order` to validate the order.
 
-When ready, :ref:`process the order payment <pos/restaurant/bills/payment>`.
+#. Click :guilabel:`Send` to validate the order.
+#. When ready, :ref:`process the order payment <pos/restaurant/bills/payment>`.
 
 .. note::
-   Clicking :guilabel:`Order` redirects to the :ref:`Floor plan <pos/restaurant/floors>` view if
+   Clicking :guilabel:`Send` redirects to the :ref:`Floor plan <pos/restaurant/floors>` view if
    :guilabel:`Tables` is selected as the :ref:`default start screen <pos/restaurant/default>`.
 
 .. tip::
@@ -247,6 +247,12 @@ When ready, :ref:`process the order payment <pos/restaurant/bills/payment>`.
      available when the cart is empty.
    - :ref:`Configure a printer <pos/restaurant/orders-printing>` to send an order to the kitchen
      printer when clicking :guilabel:`Order`.
+   - Use :doc:`presets <extra/presets>` when offering different service types, e.g., :guilabel:`Dine
+     In`, :guilabel:`Takeout`, or :guilabel:`Delivery`.
+
+.. seealso::
+   - :doc:`extra/preparation`
+   - :doc:`restaurant/online_food_delivery`
 
 .. _pos/restaurant/floors/transfer:
 
@@ -260,35 +266,6 @@ the target table in the :ref:`Floor plan <pos/restaurant/floors>` view:
    - Select an available table to transfer customers and their orders.
    - Select an occupied table to merge customers and their orders.
 
-.. _pos/restaurant/orders/preset:
-
-Presets
--------
-
-Presets are used to apply preconfigured settings to orders and determine whether an order is for
-:guilabel:`Dine In`, :guilabel:`Takeout`, or :guilabel:`Delivery`. They also control whether
-customer contact information is required and apply capacity limits based on opening hours and order
-quantity.
-
-To use preconfigured presets, go to the :ref:`POS settings <pos/use/settings>` and enable the
-:guilabel:`Take out / Delivery / Members` setting under the :guilabel:`Point of Sale` section. Set
-the :guilabel:`Default` field to the preferred preset, then save. From the :ref:`register
-<pos/restaurant/orders>`, select the relevant preset, and :ref:`process the order
-<pos/restaurant/orders/process>`:
-
-- :guilabel:`Dine In`: Assign a :ref:`table or open a tab <pos/restaurant/orders/process>`.
-- :guilabel:`Takeout`: Enter the order's name and click :guilabel:`Apply`, then select a date
-  and a time slot.
-- :guilabel:`Delivery`: Select an existing customer, or click :guilabel:`Create` to add one. Then,
-  select a time slot.
-
-.. tip::
-   Click the preset button to switch to another one.
-
-.. seealso::
-   - :doc:`extra/preparation`
-   - :doc:`restaurant/online_food_delivery`
-
 .. _pos/restaurant/orders/courses:
 
 Courses