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80 changes: 55 additions & 25 deletions content/applications/sales/point_of_sale/shop/customer_display.rst
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.
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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.


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>`.
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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>`.

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.


To activate the feature, follow these steps:

#. Navigate to the :ref:`POS settings <configuration/settings>`.
#. Scroll down to the :guilabel:`Connected Devices` section.
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#. Navigate to the :ref:`POS settings <configuration/settings>`.
#. Scroll down to the :guilabel:`Connected Devices` section.
#. Navigate to the :ref:`POS settings <configuration/settings>` and scroll down to the :guilabel:`Connected Devices` section.

Having a separate step for "Scrolling down" is overkill :)

#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the
following options:

- :guilabel:`None`: To disable the customer display.
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- :guilabel:`None`: To disable the customer display.
- :guilabel:`None`: To disable the feature

- :guilabel:`The same device`: To use the secondary screen connected with an HDMI or USB-C cable.
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- :guilabel:`The same device`: To use the secondary screen connected with an HDMI or USB-C cable.
- :guilabel:`The same device`: To use a secondary screen connected with an HDMI or USB-C cable.

- :guilabel:`Another device`: To connect to a remote device connected to the database.
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- :guilabel:`Another device`: To connect to a remote device connected to the database.
- :guilabel:`Another device`: To use a remote device connected to the database.

- :guilabel:`IOT-connected screen` for displays connected via an :doc:`IoT system
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You could add the refs here instead

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- :guilabel:`IOT-connected screen` for displays connected via an :doc:`IoT system
- :guilabel:`An 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>`:
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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.
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#. 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
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Opening the customer display?
Reaching sounds weird, but that might be just me 😅

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

.. _customer_display/local:

Local
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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`).
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#. 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
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#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens a new window to drag
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens a new window to drag

I recommend using the tooltip as it is (when there is one obviously 😅)

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
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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
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To open the customer display on a remote device, (any computer, tablet, or smartphone), follow these
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`.
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#. Access your database from the other device.
#. Navigate to :menuselection:`Point of Sale --> Dashboard`.
#. Access your database from the other device and open the :guilabel:`Point of Sale` app.

This can be a single step.

#. 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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#. 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.


.. 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
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IoT system
An 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 <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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#. 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.
#. Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon.
#. Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon to open the 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`
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