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[IMP] POS: customer display config and use update #14000
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Customer display | ||||||||||||||
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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. | ||||||||||||||
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.. image:: customer_display/display.png | ||||||||||||||
:alt: customer screen | ||||||||||||||
:scale: 50 % | ||||||||||||||
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.. 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. | ||||||||||||||
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Configuration | ||||||||||||||
============= | ||||||||||||||
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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>`. | ||||||||||||||
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I wouldn't start the configuration section with that, especially since you used refs as users might click and go to the relevant section directly, skipping the common configuration step. You could tweak the intro paragraph to include that info if you feel it's necessary. |
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To activate the feature, follow these steps: | ||||||||||||||
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#. Navigate to the :ref:`POS settings <configuration/settings>`. | ||||||||||||||
#. Scroll down to the :guilabel:`Connected Devices` section. | ||||||||||||||
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Having a separate step for "Scrolling down" is overkill :) |
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#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the | ||||||||||||||
following options: | ||||||||||||||
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- :guilabel:`None`: To disable the customer display. | ||||||||||||||
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- :guilabel:`The same device`: To use the secondary screen connected with an HDMI or USB-C cable. | ||||||||||||||
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- :guilabel:`Another device`: To connect to a remote device connected to the database. | ||||||||||||||
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- :guilabel:`IOT-connected screen` for displays connected via an :doc:`IoT system | ||||||||||||||
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<../../../general/iot>`. | ||||||||||||||
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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>`: | ||||||||||||||
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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. |
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.. 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. | ||||||||||||||
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To keep things short |
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Reaching the customer display | ||||||||||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Opening the customer display? |
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============================= | ||||||||||||||
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.. _customer_display/local: | ||||||||||||||
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Local | ||||||||||||||
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Suggested change
I would use the options' name to keep things as clear as possible.
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----- | ||||||||||||||
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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: | ||||||||||||||
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#. :ref:`Open a POS session <pos/session-start>`. | ||||||||||||||
#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`). | ||||||||||||||
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Usually, we describe the icon directly after displaying it |
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#. 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 | ||||||||||||||
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I recommend using the tooltip as it is (when there is one obviously 😅) |
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onto the second screen. | ||||||||||||||
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For POS terminals running the Odoo Android app with dual-screen support, | ||||||||||||||
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#. :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. | ||||||||||||||
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.. _customer_display/remote: | ||||||||||||||
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Remote | ||||||||||||||
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------ | ||||||||||||||
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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 | ||||||||||||||
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steps: | ||||||||||||||
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#. Access your database from the other device. | ||||||||||||||
#. Navigate to :menuselection:`Point of Sale --> Dashboard`. | ||||||||||||||
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This can be a single step. |
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#. Click the :icon:`fa-ellipsis-v` icon (:guilabel:`vertical ellipsis`) on a POS card. | ||||||||||||||
#. Click :guilabel:`Customer Display` to open the display remotely. | ||||||||||||||
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.. 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. | ||||||||||||||
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.. _customer_display/iot: | ||||||||||||||
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IoT system | ||||||||||||||
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---------- | ||||||||||||||
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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: | ||||||||||||||
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.. 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. | ||||||||||||||
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.. note:: | ||||||||||||||
Both devices need to be connected to the same local network. | ||||||||||||||
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.. seealso:: | ||||||||||||||
:doc:`../configuration/pos_iot` | ||||||||||||||
- :doc:`../configuration/pos_iot` | ||||||||||||||
- :doc:`../../../general/iot` |
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