前台

Odoo *前台*应用程序为访客提供了一种在建筑物或地点办理登记手续的方式,并提醒访客已经到达。此外,还可以要求在等待期间为访客送上预先准备好的饮品。

该应用程序非常适合那些**没有**前台接待人员、**没有**指定等候区供客人和访客使用的企业。

配置

使用 前台 应用程序配置的第一个项目是工作站,然后是可选择提供的任何饮品。

岗位

在 Odoo 的 前台 应用程序中,工作站 可以理解为任何可以签到并等待员工的位置。这通常是某种形式的等候区,如大堂。每个工作站都有一个自助服务终端,供访客签到。

在设置 前台 应用程序时,**必须**配置至少一个工作站,但创建和配置工作站的数量没有限制。

要创建工作站,请导航至 前台应用程序 ‣ 配置 ‣ 工作站,然后点击 新建。点击后,会出现一个空白的前台表单。

在表格中输入以下信息:

  • 前台名称:输入特定前台位置的名称。该名称应简短且易于识别,如 接待台大堂。创建服务站时必须填写此字段。

  • 负责人:选择在访客使用此特定前台登记时发出警报的人员。可输入多个选择。要创建服务站,必须填写此字段。

  • 自助服务终端 URL:保存前台表单后,该字段将自动填充,且至少已填写 前台名称 和 :guilabel:` 负责人` 字段。要手动保存,请点击表单顶部的 (带向上箭头的云) 图标。

    保存后,将在 自助服务终端 URL 字段中生成一个 URL。该 URL 是访问前台终端的一种方式。

    要访问自助服务终端,请点击 URL 末尾的 复制 按钮,并在网络浏览器中导航到该 URL。该 URL 会打开特定站点的前台登录页面。

    小技巧

    要在前台表单中添加图像/照片,请将鼠标悬停在表单右上方的 :guilabel:` (带 ‘+’ 号的相机)`图标上,以显示 :guilabel:`✏️ (铅笔)`图标。

    Click on the ✏️ (pencil) icon to open a file explorer, navigate to the desired image/photo file, then click Open to select it.

    The image selected for the station photo appears as the background image for the station kiosk.

“选项”选项卡

  • Host Selection: if the visitor is attending a meeting, this option allows the visitor to select the meeting host from a presented list, and notify that individual. When enabled, additional fields appear, as detailed below.

  • Authenticate Guest: if additional information is required when a guest checks in, enable this option, and select which of the following are required:

    • Email: select whether the guest’s email address is Required, Optional, or if the information is not requested at all (None).

    • Phone: select whether the guest’s phone number is Required, Optional, or if the information is not requested at all (None).

    • Organization: select whether the guest’s organization is Required, Optional, or if the information is not requested at all (None).

  • Theme: select the color mode of the kiosk. Choose either Light or Dark. The Light selection displays a pale gray background on the kiosk, whereas the Dark selection displays a dark gray and black background.

  • Self Check-In: enable this option to present a check-in QR code on the kiosk. The QR code allows guests to check in using their mobile device, instead of using the kiosk. This option is recommended for a busy kiosk with multiple guests checking in at any time.

  • Offer Drinks: enable this option to offer guests a drink upon check in. If this option is enabled, it is necessary to configure the drinks being offered, via the Configure Drinks link that appears when the option is enabled. Once all drink options are configured, select each drink to be offered using the drop-down menu.

注解

The following options are only visible in the Options tab if the Host Selection option is enabled.

  • Notify by email: enable this option to have an email sent to the person the guest is visiting upon check in. When enabled, an Email Template field appears beneath, with the default Frontdesk Email Template selected.

    To change the default email template, click the drop-down menu in the Email Template field, then select another email template.

    To modify the currently selected template, click the Internal link (arrow) icon at the end of the line, and make any edits to the template.

  • Notify by SMS: enable this option to have an SMS (text) message sent to the person the guest is visiting upon check in. When enabled, an SMS Template field appears beneath, with the default Frontdesk SMS Template selected.

    To change the default SMS template, click the drop-down menu in the SMS Template field, and select another SMS template.

    To modify the currently selected template, click the Internal link (arrow) icon at the end of the line, and make any desired edits to the content of the template. The SMS message may have a maximum of 242 characters, which fits in 4 SMS (UNICODE) messages.

  • Notify by Discuss: this option is enabled by default when the Host Selection option is enabled. This option opens a Discuss application message window with the person the guest is visiting upon check in.

    When enabled, a default message appears for the person the guest is visiting. The Discuss application must be installed in order for this option to work.

注解

Discuss is installed by default when creating an Odoo database, and does not count towards billing. As long as the Discuss application is not intentionally uninstalled, the Notify by Discuss option works.

Example

The default message format for the Notify by Discuss option is: (Frontdesk Station) Check-In: (Guest Name) (Guest Phone Number) (Organization) to meet (Name of employee).

An example of how that might appear in a Discuss message is: Main Lobby Check-In: John Doe (123-555-1234) (Odoo, Inc.) to meet Marc Demo.

Frontdesk station form with all the information filled out.

Side Message tab

Enter any desired text to appear on the station kiosk after a guest has checked in, such as a welcome greeting or any necessary instructions. The text appears on the confirmation page, on the right side of the screen after a guest has completed the check-in process.

饮料可乐

After a station is created, the next step is to configure the drinks to offer visitors, if desired. This step is not necessary or required for the Frontdesk application to work, and only needs to be configured if drinks are offered to guests.

To add a drink option, navigate to Frontdesk app ‣ Configuration ‣ Drinks, and click New. Doing so reveals a blank drink form to configure.

Enter the following information on the drink form:

  • Drink Name: type the name of the drink option in this field. This field is required.

  • People to Notify: use the drop-down menu in this field to select who is notified when the drink is selected. Multiple people can be entered in this field. This field is required.

  • Sequence: enter a numerical value in this field to indicate where in the list of drink options this specific option appears. The lower the number, the higher on the list the drink appears. For example, entering the number one would place that drink at the top of the list, and appear first in the sequence.

小技巧

To add an image/photo to a drink form, hover over the (camera with a ‘+’ sign) icon in the top-right of the form to reveal a ✏️ (pencil) icon.

Click on the ✏️ (pencil) icon to open a file explorer, navigate to the desired image/photo file, then click Open to select it.

The image selected now appears in the picture field, and is set as the image for the drink.

Drink form with the information filled out for an espresso.

Station dashboard

小技巧

To add an image/photo to a drink form, hover over the (camera with a ‘+’ sign) icon in the top-right of the form to reveal a ✏️ (pencil) icon.

Click on the ✏️ (pencil) icon to open a file explorer, navigate to the desired image/photo file, then click Open to select it.

The image selected now appears in the picture field, and is set as the image for the drink.

Kiosk setup

Set up each kiosk for use after configuring the various stations. It is recommended to use a dedicated device for each frontdesk kiosk, such as a tablet.

Navigate to the kiosk in one of two ways:

  • Navigate to the main Frontdesk application dashboard, and click the Open Desk button on the desired station card. The kiosk loads in a new browser tab.

  • Navigate to Frontdesk app ‣ Configuration ‣ Stations, and click on the desired station. Then, click the Copy button at the end of the Kiosk URL line, and paste the URL into a new browser tab or window.

重要

It is recommended to log out of the database, and close the tab, after navigating to the kiosk. That way, there is no possibility of a visitor accessing the database when checking-in.

报告

The Frontdesk application has two reports available: Visitors and Drinks.

To access either of these reports, navigate to Frontdesk app ‣ Reporting to reveal a drop-down menu containing the options: Visitors and Drinks.

The Visitors report displays the number of visitors by month, for the current year. The Drinks report shows how many total requests were made for each drink.

As with all reports in Odoo, the filters and groups can be modified to show other metrics, as well.

参见