diff --git a/content/applications/sales/point_of_sale/shop/customer_display.rst b/content/applications/sales/point_of_sale/shop/customer_display.rst index 3eedd09f4d..b7c478f4b7 100644 --- a/content/applications/sales/point_of_sale/shop/customer_display.rst +++ b/content/applications/sales/point_of_sale/shop/customer_display.rst @@ -2,72 +2,102 @@ Customer display ================ -The **customer display** feature provides customers with real-time checkout updates on a secondary -display. +The **customer display** feature provides real-time updates on a secondary screen for customers +during the checkout process. This screen shows the :ref:`items in the cart `, the subtotal +as items are added, and details throughout the payment process. It also displays the total amount, +the selected :doc:`payment method <../payment_methods>`, and any change to be returned. .. image:: customer_display/display.png :alt: customer screen + :scale: 50 % + +.. note:: + Both the customer and POS displays must have a minimum diagonal size of 6 inches. For optimal + readability, larger screens are recommended. Configuration ============= -Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen -`, :ref:`remotely on another device `, or -:ref:`another monitor connected to an IoT Box `. +Depending on the POS setup, feature can be displayed directly on a secondary screen connected via +USB-C or HDMI, on another device remotely, or on a screen connected through an IoT system. + +To activate the feature, follow these steps: + +#. Navigate to the :ref:`POS settings ` and scroll down to the + :guilabel:`Connected Devices` section. +#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the + following options: + + - :guilabel:`None`: To disable the feature. + - :ref:`The same device` `: To use a secondary screen connected + with an HDMI or USB-C cable. + - :ref:`Another device` `: To use a remote device connected to + the database. + - :ref:`IOT-connected screen` `: To use a screen connected via an :doc:`IoT + system <../../../general/iot>`. -To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices` -section, and tick the :guilabel:`Customer Display` checkbox. +For displays connected using an :doc:`IoT system <../../../general/iot>`: -.. image:: customer_display/feature-setting.png - :alt: customer display setting checkbox +#. From the same section, tick the :guilabel:`IoT Box` checkbox to activate the IoT system in POS. +#. Select the IoT-connected screen from the dropdown menu in the :guilabel:`Customer Display` field. -.. _customer_display/local: +Opening the customer display +============================ -Local ------ +.. _customer_display/same_device>: -Connect a second screen to your POS using an HDMI or USB-C cable, then, +Same device +----------- + +To open the customer display on a second screen connected to a POS system using an HDMI or USB-C +cable, follow these steps: #. :ref:`Open a POS session `. -#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`). -#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open a new window to drag and - drop onto the second screen. +#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon. +#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens a new window to + drag onto the second screen. For POS terminals running the Odoo Android app with dual-screen support, #. :doc:`Activate the Point of Sale Mobile module <../../../general/apps_modules>` to enable the customer display. -#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`). -#. Once installed, click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open the - customer display on the terminal's secondary screen. +#. :ref:`Open a POS session `. +#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon. +#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer + display on the terminal's secondary screen. -.. _customer_display/remote: +.. _customer_display/another_device>: -Remote ------- +Another device +-------------- -Access your database from another device (any computer, tablet, or smartphone), go to the POS -application, click the vertical ellipsis button (:guilabel:`⋮`) on a POS card, and then -:guilabel:`Customer Display` to open the display remotely. +To open the customer display on a remote device (any computer, tablet, or smartphone), follow these +steps: + +#. Access your database from the other device and navigate to :menuselection:`Point of Sale --> + Dashboard`. +#. Click the :icon:`fa-ellipsis-v` (:guilabel:`Dropdown menu`) icon on a POS card. +#. Click :guilabel:`Customer Display` to open the display remotely. .. note:: - The two devices are not required to share the same network. + The two devices are not required to share the same network as long as they are connected to the + same database. -.. _customer_display/iot: +.. _customer_display/iot>: -IoT system ----------- +IOT-connected screen +-------------------- -Connect an IoT box to your database and the second screen to the IoT box. Then, go to -:menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the -:guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second -monitor in the :guilabel:`Customer Display` field. +To open the customer display onto an IoT-connected screens: -.. image:: customer_display/iot-setting.png - :alt: iot setting to connect a customer display +#. :ref:`Open a POS session `. +#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon. +#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer + display onto the IoT-connected screen. .. note:: Both devices need to be connected to the same local network. .. seealso:: - :doc:`../configuration/pos_iot` + - :doc:`../configuration/pos_iot` + - :doc:`../../../general/iot` diff --git a/content/applications/sales/point_of_sale/shop/customer_display/display.png b/content/applications/sales/point_of_sale/shop/customer_display/display.png index 4a93f18991..83982ebc95 100644 Binary files a/content/applications/sales/point_of_sale/shop/customer_display/display.png and b/content/applications/sales/point_of_sale/shop/customer_display/display.png differ diff --git a/content/applications/sales/point_of_sale/shop/customer_display/feature-setting.png b/content/applications/sales/point_of_sale/shop/customer_display/feature-setting.png deleted file mode 100644 index 5290a0b629..0000000000 Binary files a/content/applications/sales/point_of_sale/shop/customer_display/feature-setting.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/customer_display/iot-setting.png b/content/applications/sales/point_of_sale/shop/customer_display/iot-setting.png deleted file mode 100644 index d9676d11e6..0000000000 Binary files a/content/applications/sales/point_of_sale/shop/customer_display/iot-setting.png and /dev/null differ