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..70349ac56c 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 +2,101 @@ 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 display and POS display should be at least 6 inches. However, a larger screen + is recommended for improved end-user readability. Configuration ============= +Depending on the POS setup, feature can be displayed :ref:`directly on a secondary screen +` connected via USB-C or HDMI, :ref:`on another device remotely +`, or :ref:`on a screen connected through an IoT system +`. + +To activate the feature, follow these steps: + +#. Navigate to the :ref:`POS 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>`. -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 `. +For displays connected using 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. +#. 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. -.. image:: customer_display/feature-setting.png - :alt: customer display setting checkbox +Reaching the customer display +============================= .. _customer_display/local: Local ----- -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 `. #. 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-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 `. #. 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. .. 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 `. +#. 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` 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