[IMP] pos/restaurant: Update Restaurant features page with child pages

[emmi-odoo]

task-4893658

[robodoo]

[emmi-odoo]

Hello,

For the FP 18.3, I'll add a section about "Preset" (https://www.odoo.com/odoo/project/3835/tasks/4893658)

And I'll also update the doc in master, as many buttons have changed name or some have been added (mostly in the POS interface).

[auva-odoo]

Thanks for your work on this, @emmi-odoo! I agree that grouping all restaurant-related features on a single page makes sense. That said, I think some parts of the content and structure could still use a bit of refinement.

Also:

• Don't forget to add the app name in the anchor names (app/file/anchor), i.e. pos/restaurant/xxx in this case.
• Make sure to create redirections when you delete/move .rst files.
• Don’t forget to test everything thoroughly in Odoo.
• Do you plan on making the relevant changes in the fw-ports of this PR? I noticed that quite a few things have changed in the newer versions.

Let me know if you have any questions or if you'd like to go over any of this together!

[auva-odoo]

Should we maybe rename this to something more precise like "Point of Sale" (could be confusing) or "Restaurant mode" (to refer to the setion name)? or something else if you have a better idea!

[auva-odoo]

I think the most frequent case scenario is probably going to be that people select this option when the create a new PoS. I just wanted to suggest we remove this section entirely, and instead have an important note saying this option needs to be enabled in the Restaurant mode section in the settings for the restaurant-specific features and settings to be available (something along those lines), with a seealso to somewhere explaining how to create a POS. However, I couldn't find anything anywhere in the POS doc explaining how to create a new POS (and like, sure, it's pretty simple, but still I feel like such a basic feature should be documented; probably on the main POS doc page maybe?) Am I missing something?

[emmi-odoo]

Yes, I agree, we created a task for it because we realised such page was missing.

[emmi-odoo]

Suggested change

	To enable the restaurant and bar-specific features, follow these steps:
	#. Go to :menuselection:`Point of Sale --> Configuration --> Settings`.
	#. Select the Point of Sale in the top-left dropdown menu.
	#. Activate :guilabel:`Is a Bar/Restaurant` under the :guilabel:`Restaurant Mode` section.
	Install the Point of Sale app, go to :menuselection:`Point of Sale --> Dashboard`, and select
	:guilabel:`Restaurant`.
	.. important::
	In the :ref:`POS settings <configuration/settings>`, the :guilabel:`Is a Bar/Restaurant`
	feature under the :guilabel:`Restaurant Mode` section is activated and allows configuring the
	restaurant.

[auva-odoo]

I think some people might have already set this option when creating the pos, if they create the pos from the settings. I see this box isn't available if we create a pos from Configuration --> Point of sales so let's discuss this maybe?

At first I wanted to remove this section (heading included) entirely and replace it with an important note or something saying like: "Make sure the pos is defined as "is a bar/restaurant" in the restaurant mode section" and refer to the part of the doc where we explain how to create a pos but I haven't found any (!!). I think we should definitely explain how to create a pos on the main pos doc page.

Also, the "dropdown menu" isn't really in the left-top, it's at the top of the settings.

[auva-odoo]

• I think we should first (briefly) explain what the plan view is (possibly adding the term "restaurant layout" to tie in with the configuration instructions) and clarify where and when it’s displayed, before diving into what it allows users to do. And tbh I’d suggest adding the screenshot back here to help illustrate the explanation.
• We previously had an example explaining what the colors, text, etc., represent in the plan view. I think that should be reintroduced in written form, ideally in a separate section (that we would add after "Configuration") to help people understand the plan view

[auva-odoo]

I would rephrase this because it makes it sound like the user (i.e., more likely the waiter/manager) is tipping

Alos, I don't understand how the process you describe below is tipping after payment. To me it looks like what you are describing here is actually the process of tipping before/during payment? (i.e. the tip is processed at the same time as the total amount?) From what I can see, this is what it looks like when you tip after payment:

Also, why do we have a "tip after payment section" but not "before/during payment"? I suppose it would also make sense in some workflows? I suppose this also depends on the terminal? Do you know more about this? (tip before vs after payment)

[auva-odoo]

I don't think this is technically called the payment view:

Suggested change

	#. In the **Payment** view, select a payment method.
	#. Select a payment method.

[auva-odoo]

Suggested change

	#. Click :icon:`fa-heart` :guilabel:`Tip` to open a popover.
	#. Add the tip amount to the popover and click :guilabel:`Ok`.
	#. Click :icon:`fa-heart` :guilabel:`Tip`, then add the tip amount in the popover and click :guilabel:`Ok`.

to keep instructions actionable

[auva-odoo]

FYI, if Add tip after payment is not enabled, the button's label is "Validate" instead of "Close tab".

[auva-odoo]

I don't think we would use the word "checkout" for a restaurant