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[IMP] POS: customer display config and use update
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content/applications/sales/point_of_sale/shop/customer_display.rst

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Customer display
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================
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The **customer display** feature provides customers with real-time checkout updates on a secondary
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display.
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The **customer display** feature provides real-time updates on a secondary screen for customers
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during the checkout process. This screen shows the :ref:`items in the cart <pos/sell>`, the subtotal
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as items are added, and details throughout the payment process. It also displays the total amount,
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the selected :doc:`payment method <../payment_methods>`, and any change to be returned.
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.. image:: customer_display/display.png
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:alt: customer screen
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:scale: 50 %
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.. note::
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Both the customer display and POS display should be at least 6 inches. However, a larger screen
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is recommended for improved end-user readability.
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Configuration
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=============
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Depending on the POS setup, feature can be displayed :ref:`directly on a secondary screen
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<customer_display/local>` connected via USB-C or HDMI, :ref:`on another device remotely
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<customer_display/remote>`, or :ref:`on a screen connected through an IoT system
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<customer_display/iot>`.
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To activate the feature, follow these steps:
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#. Navigate to the :ref:`POS settings <configuration/settings>`.
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#. Scroll down to the :guilabel:`Connected Devices` section.
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#. Open the dropdown menu under the :guilabel:`Customer Display` section and select one of the
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following options:
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- :guilabel:`None`: To disable the customer display.
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- :guilabel:`The same device`: To use the secondary screen connected with an HDMI or USB-C cable.
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- :guilabel:`Another device`: To connect to a remote device connected to the database.
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- :guilabel:`IOT-connected screen` for displays connected via an :doc:`IoT system
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<../../../general/iot>`.
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Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen
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<customer_display/local>`, :ref:`remotely on another device <customer_display/remote>`, or
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:ref:`another monitor connected to an IoT Box <customer_display/iot>`.
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For displays connected using an :doc:`IoT system <../../../general/iot>`:
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To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices`
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section, and tick the :guilabel:`Customer Display` checkbox.
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#. From the same section, tick the :guilabel:`IoT Box` checkbox to activate the IoT system in POS.
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#. Select the IoT-connected screen from the dropdown menu in the :guilabel:`Customer Display` field.
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.. image:: customer_display/feature-setting.png
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:alt: customer display setting checkbox
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Reaching the customer display
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=============================
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.. _customer_display/local:
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Local
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-----
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Connect a second screen to your POS using an HDMI or USB-C cable, then,
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To open the customer display on a second screen connected to a POS system using an HDMI or USB-C
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cable, follow these steps:
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
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#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open a new window to drag and
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drop onto the second screen.
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#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens a new window to drag
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onto the second screen.
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For POS terminals running the Odoo Android app with dual-screen support,
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#. :doc:`Activate the Point of Sale Mobile module <../../../general/apps_modules>` to enable the
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customer display.
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
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#. Once installed, click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open the
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customer display on the terminal's secondary screen.
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#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens the customer display
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on the terminal's secondary screen.
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.. _customer_display/remote:
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Remote
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------
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Access your database from another device (any computer, tablet, or smartphone), go to the POS
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application, click the vertical ellipsis button (:guilabel:``) on a POS card, and then
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:guilabel:`Customer Display` to open the display remotely.
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To open the customer display on a remote device, (any computer, tablet, or smartphone), follow these
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steps:
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#. Access your database from the other device.
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#. Navigate to :menuselection:`Point of Sale --> Dashboard`.
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#. Click the :icon:`fa-ellipsis-v` icon (:guilabel:`vertical ellipsis`) on a POS card.
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#. Click :guilabel:`Customer Display` to open the display remotely.
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.. note::
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The two devices are not required to share the same network.
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The two devices are not required to share the same network as long as they are connected to the
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same database.
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.. _customer_display/iot:
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IoT system
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----------
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Connect an IoT box to your database and the second screen to the IoT box. Then, go to
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:menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the
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:guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second
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monitor in the :guilabel:`Customer Display` field.
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To open the customer display onto an IoT-connected screens:
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.. image:: customer_display/iot-setting.png
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:alt: iot setting to connect a customer display
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#. :ref:`Open a POS session <pos/session-start>`.
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#. Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`).
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#. Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`), which opens the customer display
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onto the IoT-connected display.
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.. note::
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Both devices need to be connected to the same local network.
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.. seealso::
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:doc:`../configuration/pos_iot`
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- :doc:`../configuration/pos_iot`
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- :doc:`../../../general/iot`
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