Within Odoo Point of Sale (PoS), the Kiosk Mode serves as a feature designed to streamline the interface for self-service interactions, particularly fitting for environments such as retail stores, restaurants, or any setting where customers engage directly with the PoS system without aid from a cashier or attendant. This mode simplifies the user experience by offering a restricted set of choices and guiding users through the purchase procedure.
Setting Up Kiosk Mode
Initially, sign in to your Odoo account and access the Point of Sale application to activate the Kiosk Mode. From there, navigate to the Settings section within the Configuration menu, usually found in the application's menu bar.
In the Settings page, find the section labeled ‘Mobile self-order & Kiosk’ tab to enable Kiosk Mode, typically identified as "Kiosk Mode" or "Self-Service Mode," and turn it on to activate the kiosk interface. Optionally, tailor the interface to suit your needs by selecting products or categories for display, setting up payment methods, adjusting layout and design elements, and adding any extra functionalities.
Previewing the Web Interface and Adding Home Buttons
Select the Preview Web Interface link to preview the Kiosk interface. Subsequently, utilize the Home buttons to configure buttons within the Kiosk home window. Accessing the Home buttons link will display the dashboard containing all available buttons within the Kiosk window, along with their Label, URL, Point of Sale, Style, and Preview, as depicted below.
Next, generate a new window button by clicking on the ‘New’ button, which will initiate a new editing line enabling the creation of new Labels, URLs, and other specifications. Afterward, save the data by clicking the Save button.
Incorporating Splash Screens
Splash screens play a vital role in app loading and branding, offering users an initial insight into the app's functionalities. They establish the atmosphere for user interaction, communicate brand identity, provide essential information, and build anticipation for forthcoming content.
To include personalized splash screen images for your Kiosk interface, select the ‘Add images’ button available within the Splash screens section of the kiosk settings area.
Before proceeding, make sure you have custom images saved on your device for the splash screen selection. Clicking the "Add images" button will trigger your device's storage to open, enabling you to choose appropriate images. In this case, I'll select some sample images that were downloaded earlier and proceed to save them.
Methods of Payment
Navigate to the ‘Payment Methods’ link within the Kiosk settings section to select the payment methods for ordering and billing. You'll find the available options for different payment methods displayed in the opened window, as depicted below.
The dashboard offers a brief summary of the Method, Journal, Company, and Point of Sale. Use the ‘New’ button to generate a new payment method. Here, you'll notice several preconfigured payment methods already set up for this Point of Sale, including Bank, Cash, and Customer Account.
Configuring Interface Language
Choosing a preferred language from the "Language" section allows you to define the language utilized within the Kiosk interface.
Establish a Default Language and various other Available languages within the corresponding functions, as demonstrated in the screenshot above.
Dine In/Takeaway
You can customize tax rates within the "Dine In/Takeaway" section by choosing a Fiscal Position, which applies the tax rates associated with that particular fiscal position. In this example, I'm selecting a random fiscal position for tax management purposes. Access the Fiscal Position link within the "Dine In/Takeaway" section to configure customized tax rates tailored to your business location or other specific needs.
Personalize Header
The option to Customize Header allows you to incorporate a personalized header image onto your kiosk mode window. To include an image file from your device storage in the header section of the kiosk mode window, simply click the "Upload your file" button.
After clicking the "Upload Your" button, the device storage section will open. Upon selecting the image file, it will be integrated into the Customer Header field, as shown below.
Furthermore, contemplate setting up restrictions within Kiosk Mode to restrict specific actions or functionalities, like disabling access to settings or administrative tasks, to thwart unauthorized alterations and enhance the self-service experience.
After saving the kiosk configuration settings, navigate back to the Dashboard window of the Pos Module. You'll find that the kiosk interfaces are now accessible for the selected shop. Utilize the "Start Kiosk" button to enter or initiate the kiosk mode, as demonstrated below.
You can order the items using the ‘Order Now’ button. Clicking this button will ask you to choose the two methods, such as Eat In or Take Out.
In this instance, I am selecting the "Eat-in" option. This action will prompt the product catalog to display available categories, allowing us to select desired products. The total amount of the selected products will be displayed on the page under the label "Your Order," as depicted in the screenshot below.
After deciding on the products, confirm the order using the ‘Order’ button. This will open the detailed list of the ordered products.
Initiating a Fresh Kiosk Session
Clicking the Start Kiosk button will prompt a small dialog box, allowing you to select whether you prefer to open the self-kiosk in a new tab or close the current window, as shown below.
Opting for the new tab option, proceed to click on the "Open in New Tab" button. This will initiate the kiosk window showcasing the configured images as splash screens.
Upon confirming the order, proceed by selecting the 'Pay' button. This will prompt a window to appear where you must input the table number to track the order.
After entering the tracking number, click the 'Pay' button once more. This will conclude the ordering process, and you can then expect the ordered products to be delivered to the designated table.
Upon completing the ordering process, you will receive a notification containing the Order Number, Table Number, and Billing Amount, as shown below.
Upon closing the window, you can view these order details from the ‘Orders’ window within the Orders menu.
Upon accessing the form view of this specific order, you'll find comprehensive order details, tax rates, and other pertinent information.
Within this form view, you can input the Customer Name and fiscal Positions in their respective fields and proceed with payments by utilizing the Payments button located on the upper left side of the page. Clicking the Payments button will launch the Payment window, where you can view details such as Payment Method, Amount, and Payment Reference, as depicted below.
Ensure that the payment details are accurate, then proceed by clicking the Make Payment button. This will generate an Invoice button.
Before invoicing the customer, be sure to include the Customer's Name and then click the Invoice button. This action will finalize the payment, generate the invoice, and display a PAID ribbon, as depicted below.
Subsequently, you can send and print the invoice, preview the invoice, create credit notes, and reset it to draft using the Send & Print, Preview, Credit Note, and Reset to Draft buttons, respectively.
Once all payment and invoicing procedures are finished, you can observe the status of this order as "Invoiced" from the Orders dashboard window, as illustrated below.
