Manage your floors and tables | Odoo Point of Sale — Transcript

Full transcript

1. 0:00Hello and welcome to this video on
2. 0:02organizing your restaurant in Odo. When
3. 0:04running a restaurant, you may face a few
4. 0:06challenges. Organizing tables, managing
5. 0:08floor plans, and ensuring that your
6. 0:10orders are handled seamlessly. Luckily
7. 0:13for you, in this tutorial, we will walk
8. 0:15uh through setting everything up
9. 0:16together step by step. So, grab a seat
10. 0:19and let's bring your restaurant to life.
11. 0:21First things first, let's set up our
12. 0:23restaurant configuration in point of
13. 0:24sale configuration and settings. From
14. 0:28there, we will search for our restaurant
15. 0:29in the point of sale dropdown right
16. 0:31here. It's already selected. Uh, but
17. 0:33just keep in mind that if you didn't
18. 0:34create a restaurant beforehand, you
19. 0:36would be you would ideally do this right
20. 0:38now. Click on new shop and enable is a
21. 0:41bar restaurant option. But obviously,
22. 0:43it's been done here. So, for now, we'll
23. 0:46just go into our floors and tables
24. 0:48section, click on floors right here, and
25. 0:51we will quickly go ahead and click on
26. 0:53new to create a new floor. So, let's
27. 0:56give it a name. We will call it the main
28. 0:59floor. And another thing that we need to
29. 1:02do is just make sure that we assign our
30. 1:04point of sale from the drop down
31. 1:06here. And also to vis just to visually
32. 1:09match our restaurant, what we can do is
33. 1:11add a top view picture. So I'll just do
34. 1:13it right here just to represent what our
35. 1:16restaurant actually looks like. And now
36. 1:18that we have our floor in place, we can
37. 1:20go ahead and add a table. So we can just
38. 1:22do it here. Give it the table number.
39. 1:25Let's say one also decide how many
40. 1:27people it will seat. So I'll say four.
41. 1:31And um we can go ahead and keep adding
42. 1:34tables here. But actually it will be
43. 1:36much easier and we will have more
44. 1:38options if we create our table in the
45. 1:40front end. So let's go and take a look
46. 1:42at what that's like. So open register in
47. 1:46a
48. 1:47restaurant. And you can see I have my
49. 1:50restaurant represented and I have my
50. 1:52amazing floor plan ready for me. If I
51. 1:55open the burger menu here and click on
52. 1:57edit plan, I'll be able to add three
53. 2:00more tables. For example, just by
54. 2:02clicking here each time a new table is
55. 2:05immediately created. And then I can also
56. 2:07just move them to match the layout a
57. 2:10little bit better just with a drag and
58. 2:11drop like this. Um I can also adjust
59. 2:14their size accordingly by simply also
60. 2:18dragging and dropping my mouse. Um, and
61. 2:21since the table, this table is square, I
62. 2:23can also change the shape just by
63. 2:24clicking on this. Now, if I wanted to
64. 2:27change several tables at once, all I
65. 2:30need to do is just hold down my control
66. 2:32key uh or cmd if you're using a Mac and
67. 2:36select the tables that I want to edit
68. 2:39and then any changes I make are
69. 2:41immediately applied to all of my tables.
70. 2:43So now all of my tables are circular
71. 2:45like I wanted it. So the same logic also
72. 2:47would apply to any other configuration
73. 2:49like the number of seats which is here I
74. 2:52can put four
75. 2:55um or also selecting a color for
76. 2:58example. So we could put a
77. 3:01nice orange color for my tables here.
78. 3:04And of course if I want to create
79. 3:06another table exactly like the ones that
80. 3:07I already have all I have to do is click
81. 3:10on my table and then select this
82. 3:12duplicate option here. And I have
83. 3:14another table immediately created with
84. 3:15the same configuration. So I'll finish
85. 3:18setting up the rest of my tables
86. 3:19offscreen. But for now, our floor plan
87. 3:22is ready to use. So let's actually just
88. 3:24save that and let's take it for a spin.
89. 3:28So um let's say that our customers came
90. 3:31in and are seated on the table three. I
91. 3:33just click on it. I can select the items
92. 3:36that they uh would like to
93. 3:38order and proceed with my order.
94. 3:41Everything is immediately linked to the
95. 3:42table. as you can see here. So, that was
96. 3:45easy, right? I hope you enjoyed this
97. 3:48tutorial. That's it for setting up the
98. 3:49tables in your restaurant. And I look
99. 3:51forward to seeing you in the next one.
100. 3:53Thank you for watching.