|
2 | 2 | Customer display |
3 | 3 | ================ |
4 | 4 |
|
5 | | -The **customer display** feature provides customers with real-time checkout updates on a secondary |
6 | | -display. |
| 5 | +The **customer display** feature provides real-time updates on a secondary screen for customers |
| 6 | +during the checkout process. This screen shows the :ref:`items in the cart <pos/sell>`, the subtotal |
| 7 | +as items are added, and details throughout the payment process. It also displays the total amount, |
| 8 | +the selected :doc:`payment method <../payment_methods>`, and any change to be returned. |
7 | 9 |
|
8 | 10 | .. image:: customer_display/display.png |
9 | 11 | :alt: customer screen |
| 12 | + :scale: 50 % |
| 13 | + |
| 14 | +.. note:: |
| 15 | + Both the customer display and POS display should be at least 6 inches. However, a larger screen |
| 16 | + is recommended for improved end-user readability. |
10 | 17 |
|
11 | 18 | Configuration |
12 | 19 | ============= |
| 20 | +Depending on the POS setup, feature can be displayed :ref:`directly on a secondary screen |
| 21 | +<customer_display/local>` connected via USB-C or HDMI, :ref:`on another device remotely |
| 22 | +<customer_display/remote>`, or :ref:`on a screen connected through an IoT system |
| 23 | +<customer_display/iot>`. |
| 24 | + |
| 25 | +To activate the feature, follow these steps: |
| 26 | + |
| 27 | +#. Navigate to the :ref:`POS settings <configuration/settings>`. |
| 28 | +#. Scroll down to the :guilabel:`Connected Devices` section. |
| 29 | +#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the |
| 30 | + following options: |
| 31 | + |
| 32 | + - :guilabel:`None`: To disable the customer display. |
| 33 | + - :guilabel:`The same device`: To use the secondary screen connected with an HDMI or USB-C cable. |
| 34 | + - :guilabel:`Another device`: To connect to a remote device connected to the database. |
| 35 | + - :guilabel:`IOT-connected screen` for displays connected via an :doc:`IoT system |
| 36 | + <../../../general/iot>`. |
13 | 37 |
|
14 | | -Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen |
15 | | -<customer_display/local>`, :ref:`remotely on another device <customer_display/remote>`, or |
16 | | -:ref:`another monitor connected to an IoT Box <customer_display/iot>`. |
| 38 | +For displays connected using an :doc:`IoT system <../../../general/iot>`: |
17 | 39 |
|
18 | | -To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices` |
19 | | -section, and tick the :guilabel:`Customer Display` checkbox. |
| 40 | +#. From the same section, tick the :guilabel:`IoT Box` checkbox to activate the IoT system in POS. |
| 41 | +#. Select the IoT-connected screen from the dropdown menu in the :guilabel:`Customer Display` field. |
20 | 42 |
|
21 | | -.. image:: customer_display/feature-setting.png |
22 | | - :alt: customer display setting checkbox |
| 43 | +Reaching the customer display |
| 44 | +============================= |
23 | 45 |
|
24 | 46 | .. _customer_display/local: |
25 | 47 |
|
26 | 48 | Local |
27 | 49 | ----- |
28 | 50 |
|
29 | | -Connect a second screen to your POS using an HDMI or USB-C cable, then, |
| 51 | +To open the customer display on a second screen connected to a POS system using an HDMI or USB-C |
| 52 | +cable, follow these steps: |
30 | 53 |
|
31 | 54 | #. :ref:`Open a POS session <pos/session-start>`. |
32 | 55 | #. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`). |
33 | | -#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open a new window to drag and |
34 | | - drop onto the second screen. |
| 56 | +#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens a new window to drag |
| 57 | + onto the second screen. |
35 | 58 |
|
36 | 59 | For POS terminals running the Odoo Android app with dual-screen support, |
37 | 60 |
|
38 | 61 | #. :doc:`Activate the Point of Sale Mobile module <../../../general/apps_modules>` to enable the |
39 | 62 | customer display. |
| 63 | +#. :ref:`Open a POS session <pos/session-start>`. |
40 | 64 | #. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`). |
41 | | -#. Once installed, click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open the |
42 | | - customer display on the terminal's secondary screen. |
| 65 | +#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens the customer display |
| 66 | + on the terminal's secondary screen. |
43 | 67 |
|
44 | 68 | .. _customer_display/remote: |
45 | 69 |
|
46 | 70 | Remote |
47 | 71 | ------ |
48 | 72 |
|
49 | | -Access your database from another device (any computer, tablet, or smartphone), go to the POS |
50 | | -application, click the vertical ellipsis button (:guilabel:`⋮`) on a POS card, and then |
51 | | -:guilabel:`Customer Display` to open the display remotely. |
| 73 | +To open the customer display on a remote device, (any computer, tablet, or smartphone), follow these |
| 74 | +steps: |
| 75 | + |
| 76 | +#. Access your database from the other device. |
| 77 | +#. Navigate to :menuselection:`Point of Sale --> Dashboard`. |
| 78 | +#. Click the :icon:`fa-ellipsis-v` icon (:guilabel:`vertical ellipsis`) on a POS card. |
| 79 | +#. Click :guilabel:`Customer Display` to open the display remotely. |
52 | 80 |
|
53 | 81 | .. note:: |
54 | | - The two devices are not required to share the same network. |
| 82 | + The two devices are not required to share the same network as long as they are connected to the |
| 83 | + same database. |
55 | 84 |
|
56 | 85 | .. _customer_display/iot: |
57 | 86 |
|
58 | 87 | IoT system |
59 | 88 | ---------- |
60 | 89 |
|
61 | | -Connect an IoT box to your database and the second screen to the IoT box. Then, go to |
62 | | -:menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the |
63 | | -:guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second |
64 | | -monitor in the :guilabel:`Customer Display` field. |
| 90 | +To open the customer display onto an IoT-connected screens: |
65 | 91 |
|
66 | | -.. image:: customer_display/iot-setting.png |
67 | | - :alt: iot setting to connect a customer display |
| 92 | +#. :ref:`Open a POS session <pos/session-start>`. |
| 93 | +#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`). |
| 94 | +#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens the customer display |
| 95 | + onto the IoT-connected display. |
68 | 96 |
|
69 | 97 | .. note:: |
70 | 98 | Both devices need to be connected to the same local network. |
71 | 99 |
|
72 | 100 | .. seealso:: |
73 | | - :doc:`../configuration/pos_iot` |
| 101 | + - :doc:`../configuration/pos_iot` |
| 102 | + - :doc:`../../../general/iot` |
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