Skip to content

[IMP] POS: customer display config and use update #14000

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
wants to merge 1 commit into
base: 18.0
Choose a base branch
from
Open

[IMP] POS: customer display config and use update #14000

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
80 changes: 55 additions & 25 deletions content/applications/sales/point_of_sale/shop/customer_display.rst
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -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 <pos/sell>`, 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 display and POS display should be at least 6 inches. However, a larger screen
is recommended for improved end-user readability.
Comment on lines +15 to +16
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
Both the customer display and POS display should be at least 6 inches. However, a larger screen
is recommended for improved end-user readability.
Both the customer and POS displays must have a minimum diagonal size of 6 inches.
For optimal readability, larger screens are recommended.
  • I would specify "diagonal size" even if it's the common way to measure screens.
  • "Larger screen" is quite vague. If possible, it would be helpful to recommend a specific size.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I understand how vague "larger" is, but it really depends on how someone uses their POS, whether on their phone, tablet, or computer; it all works as long as it's at least 6 inches. I would say it's up to them; some people might feel comfortable with a 6-inch screen, while others might find it way too small.


Configuration
=============

Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen
<customer_display/local>`, :ref:`remotely on another device <customer_display/remote>`, or
:ref:`another monitor connected to an IoT Box <customer_display/iot>`.
Depending on the POS setup, feature can be displayed :ref:`directly on a secondary screen
<customer_display/local>` connected via USB-C or HDMI, :ref:`on another device remotely
<customer_display/remote>`, or :ref:`on a screen connected through an IoT system
<customer_display/iot>`.

To activate the feature, follow these steps:

#. Navigate to the :ref:`POS settings <configuration/settings>`.
#. 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 customer display.
- :guilabel:`The same device`: To use the secondary screen connected with an HDMI or USB-C cable.
- :guilabel:`Another device`: To connect to a remote device connected to the database.
- :guilabel:`IOT-connected screen` for displays 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>`:
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
For displays connected using an :doc:`IoT system <../../../general/iot>`:
Before selecting an :guilabel:`An IOT-connected screen`, it is required to:

If you select "An IOT-connected screen", then enable "IoT box", you have to Save before you can select a customer display. But it won't let you save if you haven't selected a customer display.


.. 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.
Comment on lines +41 to +42
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
#. 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.
#. Enable the :guilabel:`IoT Box` option to activate the IoT system in POS.
#. Select an IoT-connected screen using the :guilabel:`Customer Display` field.

To keep things short


Reaching the customer display
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Opening the customer display?
Reaching sounds weird, but that might be just me 😅

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

If it seems strange to at least one person, it might seem strange to others :) changed!

=============================

.. _customer_display/local:

Local
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
Local
The same device

I would use the options' name to keep things as clear as possible.
Eventually, you could tweak slightly the options' name to harmonize the style

  • (The) Same device
  • Another device
  • (IOT) IoT-connected screen

-----

Connect a second screen to your POS using an HDMI or USB-C cable, then,
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 <pos/session-start>`.
#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.

Usually, we describe the icon directly after displaying it

#. 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-desktop` icon (:guilabel:`customer screen`), 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.
#. :ref:`Open a POS session <pos/session-start>`.
#. 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.
#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens the customer display
on the terminal's secondary screen.

.. _customer_display/remote:

Remote
------

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.
#. Navigate to :menuselection:`Point of Sale --> Dashboard`.
#. Click the :icon:`fa-ellipsis-v` icon (:guilabel:`vertical ellipsis`) on a POS card.
#. Click :guilabel:`Customer Display` to open the display remotely.
Comment on lines +79 to +80
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
#. Click the :icon:`fa-ellipsis-v` icon (:guilabel:`vertical ellipsis`) on a POS card.
#. Click :guilabel:`Customer Display` to open the display remotely.
#. Click the :icon:`fa-ellipsis-v` (:guilabel:`Dropdown menu`) icon on a POS card.
#. Click :guilabel:`Customer Display` to open the display remotely.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I think this could be confusing, the toggle here on the pos card says:
image
So I see dropdown menu mentioned, but there's another icon that's also a vertical elipsis but the toggle doesn't say that
image

  • the hamburger menu inspection also shows dropdown:
image

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

For now, I'm switching to "Dropdown menu" as suggested because title = Dropdown menu, but I still think it could be confusing, wdyt?


.. 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:

IoT system
----------

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 <pos/session-start>`.
#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens the customer display
onto the IoT-connected display.

.. note::
Both devices need to be connected to the same local network.

.. seealso::
:doc:`../configuration/pos_iot`
- :doc:`../configuration/pos_iot`
- :doc:`../../../general/iot`
Binary file modified content/applications/sales/point_of_sale/shop/customer_display/display.png
View file
Open in desktop
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file removed content/applications/sales/point_of_sale/shop/customer_display/feature-setting.png
View file
Open in desktop
Binary file not shown.
Binary file removed content/applications/sales/point_of_sale/shop/customer_display/iot-setting.png
View file
Open in desktop
Binary file not shown.