Manage presets | Odoo Point of Sale — Transcript

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1. 0:03Hello adorers and welcome to this point
2. 0:05of sale tutorial. Businesses often reach
3. 0:07a stage where handling different types
4. 0:09of orders becomes a necessity. If you
5. 0:11run a restaurant, you might want to
6. 0:13handle takeout and delivery orders in
7. 0:15addition to dining in. Take Belgium for
8. 0:17example. Juggling from a takeout order
9. 0:19to a delivery implies adjusting the tax
10. 0:22rates. This is when presets come into
11. 0:24play. So thanks to a do point of sale,
12. 0:26you can easily create, edit, and use
13. 0:28presets to handle all these different
14. 0:30scenarios. Today, we'll start by
15. 0:32showcasing the preset configuration
16. 0:34form, followed by a demonstration. So if
17. 0:37you're ready, we'll go ahead and dive
18. 0:39right into it.
19. 0:42So the good news is that if your point
20. 0:43of sale is set up as a restaurant, the
21. 0:46presets are preconfigured and ready to
22. 0:48use. Let me show you. So we'll go into
23. 0:50point of sale configuration and
24. 0:52settings. And under the point of sales
25. 0:54section here, you will find the
26. 0:56automatically enabled takeout delivery
27. 0:59member setting which includes the
28. 1:01available presets for dining in, takeout
29. 1:04and delivery orders. So din is selected
30. 1:08by default as naturally you would kind
31. 1:10of expect your guests to eat on site at
32. 1:12your restaurant. But you can of course
33. 1:14adapt the default preset to suit your
34. 1:16preferences. It could be something else
35. 1:18here. Now let's take a look at the
36. 1:21configuration of our takeout preset. So
37. 1:24I will click here on configure presets
38. 1:26and I will go into takeout.
39. 1:29So I can immediately select some of my
40. 1:31options here. And you can um I could
41. 1:34choose a price list if I wanted to. I
42. 1:36don't want to do this right now. But
43. 1:38more importantly I will select a fiscal
44. 1:41position from the drop down here. This
45. 1:43is something that is particularly useful
46. 1:45in some countries. for example, here in
47. 1:47Belgium as it allows you to adapt your
48. 1:49tax rates depending on the order type.
49. 1:52So I will go ahead and choose takeout
50. 1:54here from the list.
51. 1:56And then another thing that is important
52. 1:58for my takeout uh preset is the
53. 2:01identification field here as it lets you
54. 2:03associate a customer with your order. U
55. 2:07so here it is set to name as I would
56. 2:10like to know my customer's name at the
57. 2:12pickup zone. is the easiest way to
58. 2:14identify which order should go to which
59. 2:16customer. So I will say leave it as it
60. 2:18is. And then I have another option here
61. 2:21the manage orders by time. Uh this is
62. 2:24the option that lets me determine how
63. 2:26many orders can be prepared within a
64. 2:28given time frame. So I will enable it
65. 2:32and this will make the schedule tab show
66. 2:35up here um as it is linked to my
67. 2:38restaurant schedule of course. So here
68. 2:40if I click on schedule you will see that
69. 2:42by default this has been um uh this is
70. 2:45displayed as my restaurant opening time
71. 2:47which is great but of course I could
72. 2:48have a little bit of a different
73. 2:50schedule and configure that if I wanted
74. 2:51to.
75. 2:53I will leave it as is. And then the
76. 2:55other option that became available for
77. 2:57me to fill in is the preparation
78. 2:58capacity. So by default this is set to
79. 3:02five orders per 20 minutes. But before I
80. 3:05but because I have a sense that my
81. 3:07kitchen team is feeling very energetic
82. 3:09today, I will actually increase their
83. 3:12preparation capacity to seven orders uh
84. 3:15for every 20 minutes.
85. 3:18And if we move on uh to the other tab
86. 3:21here, the self-ordering tab, um I will
87. 3:24also have some options here to determine
88. 3:26for example the available in self. Now
89. 3:29this makes the preset available on
90. 3:31self-ordering devices such as kiosks or
91. 3:34mobile devices. Now this was enabled by
92. 3:36default and I will keep it as it is.
93. 3:39Here I can also specify where the order
94. 3:42should be served uh which in this case
95. 3:44is a pickup zone but it could also be
96. 3:47served at the table or in delivery. Of
97. 3:49course we'll leave it on pickup zone.
98. 3:52And the last thing that I could choose
99. 3:54here is uh sending a confirmation email
100. 3:58when a takeout order is processed. So
101. 4:00this is configured here and that's
102. 4:02great. Now I have one more tab right
103. 4:06here which is the options tab. And here
104. 4:08I have a guest checkbox which allows me
105. 4:11to add the number of guests when placing
106. 4:14a dining order. Now this is not
107. 4:16something that concerns me for my
108. 4:18takeout order. I don't need to know how
109. 4:20many guests are going to enjoy the pizza
110. 4:22that they're ordered for example. So I
111. 4:24will leave this um unselected.
112. 4:26[clears throat]
113. 4:28And then finally one more thing uh
114. 4:30considering uh all of our presets
115. 4:32actually is the return mode option here.
116. 4:36This is something that restrict
117. 4:37restricts the preset to processing
118. 4:40returns only. Now, I will leave this
119. 4:42unicked uh because this is something
120. 4:44that would turn all of my prices
121. 4:46negative. Uh which is why if I wanted to
122. 4:49use it, I would actually create a
123. 4:50separate preset just for this. Um but
124. 4:54also it's something that's more useful
125. 4:56for environments like a restaurant uh
126. 4:58like excuse me a shop um rather than a
127. 5:02restaurant because in a shop I'm much
128. 5:03more likely to process more returns than
129. 5:06in a restaurant.
130. 5:08Perfect. So my preset is all configured.
131. 5:11I will save it here and let's go ahead
132. 5:14and take it for a spin.
133. 5:18All right. So now that we have seen the
134. 5:20preset configuration form, let's go
135. 5:21ahead and put everything into practice.
136. 5:24So we're going to go to our dashboard
137. 5:26and we're going to open or continue
138. 5:28selling in our restaurant. And what I'm
139. 5:30going to do is process a direct sales
140. 5:32order. So I don't need a table here.
141. 5:34I'll just click on new order. And you
142. 5:36can see the default preset at the bottom
143. 5:39of my register is set to dine in right
144. 5:42here. But let's imagine something else.
145. 5:44Let's say that a customer calls and
146. 5:46would like to place an order for let's
147. 5:49say a pasta bolognza and a soda. So I
148. 5:52will select the products I added them to
149. 5:54my cart. And then I would just click on
150. 5:57the preset button right here and I will
151. 5:59switch to takeout.
152. 6:02Let's add my customer's name. Let's say
153. 6:04that uh Sam Wise is calling and I will
154. 6:07go ahead and click apply. And the next
155. 6:10thing that I have to do is choose uh a
156. 6:12time slot for when they will come and
157. 6:14pick up their order. So let's choose
158. 6:16from here and we'll say 12:40.
159. 6:19Perfect. And then you will notice that
160. 6:21the tax rate here has actually been
161. 6:23automatically applied as soon as we
162. 6:26switched from dining in to takeout. So
163. 6:27that's great. And I will go ahead and
164. 6:30hit send. And voila, my order is sent to
165. 6:33the kitchen and the customer can come
166. 6:35and collect it whenever it's ready. Now,
167. 6:38let's say that we receive a delivery
168. 6:40request for something else. So, I will
169. 6:42go ahead and hit another new order. And
170. 6:45we will choose uh two club sandwiches
171. 6:47here and two milkshakes.
172. 6:51And again, I have this by default set to
173. 6:54dine in, but I will choose the delivery
174. 6:56preset this time. And as you can see,
175. 6:59now I'm asked for something else. I'm
176. 7:01asked to create or choose a customer
177. 7:03from the list because the identification
178. 7:05for the delivery preset is actually
179. 7:07based on the customer's address, which
180. 7:08makes sense, right? So, I will choose
181. 7:11Patrice here from the list
182. 7:13[clears throat]
183. 7:14and I'll go ahead and send my order to
184. 7:16the kitchen. Again, easy. So, remember
185. 7:19that once uh you have your presets
186. 7:22going, you might also want to edit them
187. 7:24at some point or create some additional
188. 7:27ones as needed. Um, so in order to do
189. 7:30that, I would just go to my back end and
190. 7:32then I could click on configuration and
191. 7:34find my presets very easily here. I
192. 7:37could create a new one or edit any of
193. 7:39the existing preconfigured ones just
194. 7:41like we did before. All right, so that's
195. 7:44it for using presets in Odo. I hope this
196. 7:47was helpful for you and uh leave any
197. 7:50questions that you might have in the
198. 7:51comments. Thank you so much for
199. 7:53watching. We will see you in the next
200. 7:54one.