[ADD] pos: add Presets page

content/applications/essentials/contacts.rst

@@ -8,6 +8,8 @@ Contacts are created in the **Contacts** application for customers the company d
 through Odoo. A contact record is a repository of vital business information, facilitating
 communication and business transactions.
 
+.. _contacts/contact-form:
+
 Contact form
 ============
 

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

@@ -78,6 +78,7 @@ for employees, shows:
 - **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 +1,184 @@
+=======
+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/presets/configuration:
+
+Configuration
+=============
+
+.. note::
+   If a :doc:`restaurant POS <../../point_of_sale/restaurant>` exists in the database, preconfigured
+   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 the :doc:`kiosk
+<self_order>` (provided the :guilabel:`Available in self-order` feature is :ref:`enabled
+<pos/presets/preset-form>`). The workflow varies based on the :ref:`preset configuration
+<pos/presets/preset-form>`.
+
+.. 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. The default preset is automatically restored for the next order.
+
+      .. 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%
+
+      The features :ref:`configured for presets <pos/presets/configuration>` trigger specific
+      actions in the POS register:
+
+      - If :guilabel:`Identification` is required for the selected preset, you must enter specific
+        information (depending on the selected option) before proceeding to checkout:
+
+        - :guilabel:`Name`: Select an order name or enter a new one (only for :doc:`restaurant
+          points of sale <../restaurant>`). To modify it, click the :icon:`fa-ellipsis-v`
+          (:guilabel:`Actions`) menu and select :icon:`fa-pencil-square-o` :guilabel:`Edit Order
+          Name`.
+        - :guilabel:`Address`: Choose an existing customer or :guilabel:`Create` a new one, and make
+          sure they have an address assigned. The customer's name is :ref:`displayed in the pad
+          <pos/use/customers>`. Click it to select a different customer or :ref:`edit
+          <pos/use/customers>` the :ref:`customer's details <contacts/contact-form>` if needed.
+
+          .. tip::
+             Use the :icon:`fa-search` search bar to find a customer.
+
+
+      - If the :guilabel:`Manage orders by time` option is enabled for the selected preset, select a
+        date and time (displayed in green). The selected time is displayed in the header of the POS
+        interface. Click it to modify the time.
+
+        .. image:: presets/select-time-date.png
+           :alt: Choose a time for a takeout order.
+
+      - If the :guilabel:`Guest` feature is enabled for the selected preset, a pop-up appears
+        prompting you to enter the number of guests, and the amount per guest is displayed (the
+        total amount divided by the number of guests).
+
+        .. image:: presets/guest-count.png
+           :alt: Enter the number of guests in the POS register.
+           :scale: 70%
+
+   .. tab:: Kiosk
+
+      Presets can be used in the :ref:`kiosk of the self-ordering mode
+      <extra/self_order/usage-guidelines>`. Once the customer taps the :guilabel:`Order Now` button,
+      all available preset options, along with their respective images, are displayed.
+
+      .. image:: presets/kiosk-presets.png
+         :alt: Presets in kiosk mode.
+         :scale: 60%
+
+      The features :ref:`configured for presets <pos/presets/configuration>` trigger specific
+      actions in the kiosk:
+
+      - Customers may need to enter specific information in the :guilabel:`We need more info`
+        pop-up:
+
+        - If :guilabel:`Identification` is required:
+
+          - :guilabel:`Name`: Customers must enter their :guilabel:`Name`. The :guilabel:`Phone`
+            field is optional.
+          - :guilabel:`Address`: Customers must enter their :guilabel:`Name`, :guilabel:`Phone`
+            number, and address details.
+
+        - If the :guilabel:`Manage orders by time` option is enabled: Customers must select a time
+          on a specific date from the dropdown menu.
+        - If the :guilabel:`Email confirmation` field is set: Customers must enter their
+          :guilabel:`Email` to proceed.
+
+      - If :guilabel:`Table` is selected in the :guilabel:`Service at` field for :guilabel:`Self
+        ordering` mode, customers must enter their tracker number at the end of the ordering
+        process.
+
+.. seealso::
+  - :doc:`preparation`
+  - :doc:`../restaurant/online_food_delivery`

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

@@ -82,13 +82,17 @@ Additional settings
 
       .. note::
          - Leaving the :guilabel:`Points of Sale` field empty shares the button with all POS.
-         - The :guilabel:`Preview` column automatically updates,  giving you a glimpse of the
+         - The :guilabel:`Preview` column automatically updates, giving you a glimpse of the
            button's appearance based on its configuration.
 
    .. tab:: Service location and payment options
 
       - Set where the service occurs by selecting :guilabel:`Table` or :guilabel:`Pickup zone`
         under the :guilabel:`Service` field.
+
+        .. note::
+           Service zones can also be defined for :doc:`presets <presets>` used for self-ordering.
+
       - 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 +183,8 @@ 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 +217,7 @@ 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/restaurant.rst

@@ -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 +247,15 @@ 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`.
+   - If the order is a direct sale not linked to any table, its name can be modified by clicking the
+     :icon:`fa-ellipsis-v` (:guilabel:`Actions`) menu and selecting :icon:`fa-pencil-square-o`
+     :guilabel:`Edit Order Name`.
+
+.. seealso::
+   - :doc:`extra/preparation`
+   - :doc:`restaurant/online_food_delivery`
 
 .. _pos/restaurant/floors/transfer:
 
@@ -260,35 +269,6 @@ 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

content/applications/sales/point_of_sale/use.rst

@@ -128,8 +128,14 @@ To create customers from the backend:
 #. Click :guilabel:`New`.
 #. Fill in the customer form information.
 
-To assign a customer to an order, click :guilabel:`Customer` to access the customer list on the POS
-register or the payment screen, and select the desired customer.
+To assign a customer to an order, click :guilabel:`Customer` to open the :guilabel:`Choose customer`
+pop-up on the POS register or the payment screen, and select the desired customer. To change the
+customer, click their name in the pad, then select another one.
+
+.. tip::
+   To edit the customer's details, click the customer's name in the pad, then click the
+   :icon:`fa-bars` (:guilabel:`hamburger menu`) icon next to the relevant customer and select
+   :guilabel:`Edit Details`.
 
 .. note::
    Creating a new customer from the POS register or the payment screen assigns them automatically to
@@ -190,8 +196,8 @@ To access an order in the register, click it, then click :guilabel:`Load Order`.
      the total number of pages, and click :guilabel:`Ok`.
    - Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to an :guilabel:`Active` order to
      delete it.
-   - If using :ref:`presets <pos/restaurant/orders/preset>`, click one to view the related orders.
-     Click it again to return to the main overview.
+   - If using :doc:`presets <extra/presets>`, click one to view the related orders. Click it again
+     to return to the main overview.
 
 .. _pos/use/refund:
 
@@ -227,8 +233,8 @@ To refund a returned product, follow these steps:
       - Selecting the returned product(s) from the POS register and setting a negative quantity
         equal to the number of returned items. To do so, click :guilabel:`Qty` and :guilabel:`+/-`,
         and update the quantity accordingly.
-      - Selecting the returned product(s) from the POS register and a :ref:`preset
-        <pos/restaurant/orders/preset>` set up for the return mode.
+      - Selecting the returned product(s) from the POS register and a :doc:`preset
+        <extra/presets>` set up for the return mode.
       - Accessing the POS dashboard, navigating to :menuselection:`Point of Sale --> Orders -->
         Orders`, selecting an order, and clicking :guilabel:`Return Products`.