[MERGE] Forward-port of 13.0 to 13.2
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_static/banners/email_marketing.png
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_static/banners/marketing_automation.png
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@ -11,6 +11,7 @@ Accounting
|
||||
accounting/receivables
|
||||
accounting/payables
|
||||
accounting/bank
|
||||
accounting/fiscality
|
||||
accounting/others
|
||||
accounting/localizations
|
||||
|
||||
|
@ -121,8 +121,8 @@ database, please `submit a support ticket <https://www.odoo.com/help>`_.
|
||||
|
||||
How can I update my bank credentials?
|
||||
-------------------------------------
|
||||
You can update your credentials in the *Developer Mode*.
|
||||
You can update your credentials on
|
||||
:doc:`Developer mode <../../../general/developer_mode/activate>`.
|
||||
|
||||
To do so, go to :menuselection:`General Settings`, click on *Activate developer mode*, then go to
|
||||
:menuselection:`Accounting --> Configuration --> Online Synchronization`, then open the Institution
|
||||
you want to edit, and click on *Update Credentials*.
|
||||
Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
|
||||
Institution you want to edit, and click on *Update Credentials*.
|
@ -42,12 +42,6 @@ support with this bank account.
|
||||
the company on your user preferences in order to add, edit or delete bank
|
||||
accounts from another company.
|
||||
|
||||
.. demo:fields:: base.action_res_partner_bank_account_form
|
||||
|
||||
.. demo:action:: base.action_res_partner_bank_account_form
|
||||
|
||||
View *Bank Account* in our Online Demonstration
|
||||
|
||||
.. todo:: add inherited field tooltip
|
||||
|
||||
**Display on reports :** Display this bank account on the documents that
|
||||
|
@ -17,10 +17,6 @@ Configuration
|
||||
2. In the tab Journal Entries, the Default Debit and Credit Account can be
|
||||
configured as well as the currency of the journal
|
||||
|
||||
|
||||
.. demo:fields:: account.action_account_journal_form
|
||||
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
|
9
accounting/fiscality.rst
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@ -0,0 +1,9 @@
|
||||
=========
|
||||
Fiscality
|
||||
=========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
fiscality/taxes
|
||||
fiscality/fiscal_year
|
9
accounting/fiscality/fiscal_year.rst
Normal file
@ -0,0 +1,9 @@
|
||||
===========
|
||||
Fiscal Year
|
||||
===========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
fiscal_year/fiscal_year
|
||||
fiscal_year/close_fiscal_year
|
@ -70,7 +70,7 @@ set under the accounting configuration. This way, the accountant can be
|
||||
confident that nobody is changing the previous year transactions
|
||||
while auditing the books.
|
||||
|
||||
.. image:: media/fiscalyear01.png
|
||||
.. image:: media/close_fiscal_year01.png
|
||||
:align: center
|
||||
|
||||
Closing the fiscal year
|
||||
@ -90,4 +90,4 @@ whether or not the current year earnings in the **Balance Sheet** is
|
||||
correctly reporting a 0 balance.
|
||||
|
||||
.. seealso::
|
||||
* :doc:`../configuration/fiscal_year`
|
||||
* :doc:`fiscal_year`
|
@ -31,4 +31,4 @@ You can then configure your fiscal years in
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`../adviser/fiscalyear`
|
||||
* :doc:`close_fiscal_year`
|
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@ -135,8 +135,8 @@ Journals
|
||||
Once the DIAN has assigned the official sequence and prefix for the
|
||||
electronic invoice resolution, the Sales journals related to your
|
||||
invoice documents need to be updated in Odoo. The sequence can be
|
||||
accessed using developer mode: :menuselection:`Accounting --> Settings
|
||||
--> Configuration Setting --> Journals`.
|
||||
accessed using the :doc:`Developer mode <../../general/developer_mode/activate>`: :menuselection:`Accounting -->
|
||||
Settings --> Configuration Setting --> Journals`.
|
||||
|
||||
.. image:: media/colombia09.png
|
||||
:align: center
|
||||
|
@ -74,7 +74,7 @@ To get the certification just follow the following steps:
|
||||
.. note::
|
||||
* To install the module in any system created before
|
||||
December 18th 2017, you should update the modules list.
|
||||
To do so, activate the developer mode from the *Settings* menu.
|
||||
To do so, activate the :doc:`Developer mode <../../general/developer_mode/activate>`.
|
||||
Then go to the *Apps* menu and press *Update Modules List* in the top-menu.
|
||||
* In case you run Odoo on-premise, you need to update your installation
|
||||
and restart your server beforehand.
|
||||
@ -155,10 +155,9 @@ Invoicing and Accounting apps.
|
||||
If you record a new sales transaction for a period already closed,
|
||||
it will be counted in the very next closing.
|
||||
|
||||
.. tip:: For test & audit purposes such closings can be manually generated in the
|
||||
developer mode. Go to
|
||||
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`
|
||||
to do so.
|
||||
.. tip:: For test & audit purposes such closings can be manually generated in the
|
||||
:doc:`Developer mode <../../general/developer_mode/activate>`. Then go to
|
||||
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
|
||||
|
||||
|
||||
Responsibilities
|
||||
|
@ -106,10 +106,7 @@ Enabling CFDI Version 3.3
|
||||
SaaS instance please ask for an upgrade by submitting a ticket to support in
|
||||
https://www.odoo.com/help.
|
||||
|
||||
Enable debug mode:
|
||||
|
||||
.. image:: media/mexico10.png
|
||||
:align: center
|
||||
Enable the :doc:`Developer mode <../../general/developer_mode/activate>`.
|
||||
|
||||
Go and look the following technical parameter, on
|
||||
:menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||
@ -544,8 +541,8 @@ Enabling Explicit errors on the CFDI using the XSD local validator (CFDI 3.3)
|
||||
|
||||
Frequently you want receive explicit errors from the fields incorrectly set
|
||||
on the xml, those errors are better informed to the user if the check is
|
||||
enable, to enable the Check with xsd feature follow the next steps (with
|
||||
debug mode enabled).
|
||||
enable, to enable the Check with xsd feature follow the next steps (with the
|
||||
:doc:`Developer mode <../../general/developer_mode/activate>` enabled).
|
||||
|
||||
- Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions`
|
||||
- Look for the Action called "Download XSD files to CFDI"
|
||||
|
@ -5,9 +5,7 @@ Others
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
others/configuration
|
||||
others/analytic
|
||||
others/taxes
|
||||
others/adviser
|
||||
others/multicurrencies
|
||||
others/reporting
|
||||
|
@ -5,6 +5,5 @@ Adviser
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
adviser/fiscalyear
|
||||
adviser/budget
|
||||
adviser/reverse_entry
|
||||
|
@ -1,8 +0,0 @@
|
||||
=============
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
configuration/fiscal_year
|
@ -14,16 +14,7 @@ Activate the developer mode
|
||||
===========================
|
||||
|
||||
In order to have access to the financial report creation interface, the
|
||||
**developer mode** needs to be activated. To do that, first click on the
|
||||
user profile in the top right menu, then **About**.
|
||||
|
||||
.. image:: media/customize01.png
|
||||
:align: center
|
||||
|
||||
Click on : **Activate the developer mode**.
|
||||
|
||||
.. image:: media/customize03.png
|
||||
:align: center
|
||||
:doc:`Developer mode <../../../general/developer_mode/activate>` needs to be activated.
|
||||
|
||||
Create your financial report
|
||||
============================
|
||||
|
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@ -70,14 +70,6 @@ and validate the payment dialog.
|
||||
.. image:: ./media/check02.png
|
||||
:align: center
|
||||
|
||||
Explanation of the fields of the payment screen:
|
||||
|
||||
.. demo:fields:: account.action_account_payments
|
||||
|
||||
.. demo:action:: account.action_account_payments
|
||||
|
||||
Try paying a supplier bill with a check
|
||||
|
||||
Print checks
|
||||
------------
|
||||
|
||||
|
@ -203,7 +203,7 @@ Assets Models
|
||||
You can create **Assets Models** to create your Asset entries faster. It is particularly useful if
|
||||
you recurrently buy the same kind of assets.
|
||||
|
||||
To create a model, go to :menuselection:`Accounting → Configuration --> Assets Models`, click on
|
||||
To create a model, go to :menuselection:`Accounting --> Configuration --> Assets Models`, click on
|
||||
*Create*, and fill out the form the same way you would do to create a new entry.
|
||||
|
||||
.. tip::
|
||||
|
@ -143,7 +143,7 @@ Deferred Expense Models
|
||||
|
||||
You can create **Deferred Expense Models** to create your Deferred Expense entries faster.
|
||||
|
||||
To create a model, go to :menuselection:`Accounting → Configuration --> Deferred Expense Models`,
|
||||
To create a model, go to :menuselection:`Accounting --> Configuration --> Deferred Expense Models`,
|
||||
click on *Create*, and fill out the form the same way you would do to create a new entry.
|
||||
|
||||
.. tip::
|
||||
|
@ -24,6 +24,11 @@ Applications
|
||||
mobile/firebase
|
||||
social_marketing
|
||||
sms_marketing
|
||||
marketing_automation
|
||||
fsm
|
||||
planning
|
||||
email_marketing
|
||||
|
||||
general
|
||||
|
||||
.. Leave general on the last line !
|
@ -11,7 +11,7 @@ documentation, whether you plan to make a minor content change or document an ap
|
||||
scratch.
|
||||
|
||||
.. note::
|
||||
This tutorial only concern the `user documentation
|
||||
This tutorial only concerns the `user documentation
|
||||
<https://www.odoo.com/documentation/user/index.html>`_ of Odoo. The documentation for `developing
|
||||
in Odoo <https://www.odoo.com/documentation/master/index.html>`_ in maintained alongside the
|
||||
source code of Odoo at `github.com/odoo/odoo <https://github.com/odoo/odoo/tree/master/doc>`_.
|
||||
|
@ -8,3 +8,4 @@ Optimize your Day-to-Day work
|
||||
optimize/google_calendar_credentials
|
||||
optimize/onsip
|
||||
optimize/setup
|
||||
optimize/partner_autocomplete
|
||||
|
BIN
crm/optimize/media/odoo_autocomplete.png
Normal file
After Width: | Height: | Size: 31 KiB |
BIN
crm/optimize/media/odoo_info_autocomplete.png
Normal file
After Width: | Height: | Size: 19 KiB |
BIN
crm/optimize/media/settings_partner_autocomplete.png
Normal file
After Width: | Height: | Size: 53 KiB |
48
crm/optimize/partner_autocomplete.rst
Normal file
@ -0,0 +1,48 @@
|
||||
===================================================
|
||||
Enrich your contacts base with Partner Autocomplete
|
||||
===================================================
|
||||
|
||||
Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of
|
||||
the companies suggested in the dropdown, and quickly get all the information you need.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
|
||||
|
||||
.. image:: media/settings_partner_autocomplete.png
|
||||
:align: center
|
||||
:alt: View of settings page and the activations of the feature in Odoo
|
||||
|
||||
Enrich your contacts with corporate data
|
||||
========================================
|
||||
|
||||
| From any module, once you start to create a new contact typing the name of it, the system
|
||||
will suggest a potential match. If you select it, the contact will be populated with corporate
|
||||
data.
|
||||
| For example, after typing *Odoo*, you will get the following information:
|
||||
|
||||
.. image:: media/odoo_autocomplete.png
|
||||
:align: center
|
||||
:alt: Creating a new contact in Odoo
|
||||
|
||||
.. image:: media/odoo_info_autocomplete.png
|
||||
:align: center
|
||||
:alt: View of the information being shown about odoo with the autocomplete option in Odoo
|
||||
|
||||
.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name.
|
||||
|
||||
Pricing
|
||||
=======
|
||||
|
||||
| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
|
||||
used. Each request will consume one credit.
|
||||
| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
|
||||
View My Services` and select a package.
|
||||
|
||||
.. note::
|
||||
- If you run out of credits, the only information that will be populated when clicking on
|
||||
the suggested company will be the website link and the logo.
|
||||
- If you are on Odoo Online (SAAS) and you have the Enterprise version, you benefit from free
|
||||
trial credits to test the feature.
|
||||
- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
|
@ -172,7 +172,7 @@ problems down the line.
|
||||
duplicated database; a manual operation is no longer required.
|
||||
|
||||
The database uuid is currently accessible from the menu :menuselection:`Settings --> Technical -->
|
||||
System Parameters`, we advise you to use a `uuid generator <https://www.uuidgenerator.net>`_ or to
|
||||
System Parameters`, we advise you to use a `uuid generator <https://www.uuidtools.com>`_ or to
|
||||
use the unix command ``uuidgen`` to generate a new uuid. You can then simply replace it like any
|
||||
other record by clicking on it and using the edit button.
|
||||
|
||||
|
@ -159,22 +159,18 @@ alias in your mail server.
|
||||
email server (e.g. *catchall@mydomain.ext* to *catchall@mycompany.odoo.com*).
|
||||
|
||||
.. tip:: All the aliases are customizable in Odoo.
|
||||
Object aliases can be edited from their respective configuration view.
|
||||
To edit catchall and bounce aliases, you first need to activate the
|
||||
developer mode from the Settings Dashboard.
|
||||
Object aliases can be edited from their respective configuration view.
|
||||
To edit catchall and bounce aliases, you first need to activate the
|
||||
:doc:`Developer mode <../../general/developer_mode/activate>`.
|
||||
|
||||
.. image:: media/developer_mode.png
|
||||
:align: center
|
||||
|
||||
Then refresh your screen and go to
|
||||
:menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||
Then go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||
to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*).
|
||||
|
||||
.. image:: media/system_parameters.png
|
||||
:align: center
|
||||
|
||||
.. note:: By default inbound messages are fetched every 5 minutes in Odoo on-premise.
|
||||
You can change this value in developer mode.
|
||||
You can change this value in :doc:`Developer mode <../../general/developer_mode/activate>`.
|
||||
Go to :menuselection:`Settings --> Technical --> Automation -->
|
||||
Scheduled Actions` and look for *Mail: Fetchmail Service*.
|
||||
|
||||
|
Before Width: | Height: | Size: 26 KiB |
@ -84,7 +84,7 @@ So you will confirm orders manually once you get paid.
|
||||
|
||||
How to:
|
||||
|
||||
* Switch to developer mode.
|
||||
* Switch to :doc:`Developer mode <../../../general/developer_mode/activate>`.
|
||||
|
||||
* Take the **Custom** payment method.
|
||||
|
||||
|
@ -5,8 +5,8 @@ Collect taxes
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
../../accounting/others/taxes/default_taxes
|
||||
../../accounting/others/taxes/application
|
||||
../../accounting/others/taxes/tax_included
|
||||
../../accounting/others/taxes/taxcloud
|
||||
../../accounting/fiscality/taxes/default_taxes
|
||||
../../accounting/fiscality/taxes/application
|
||||
../../accounting/fiscality/taxes/tax_included
|
||||
../../accounting/fiscality/taxes/taxcloud
|
||||
|
||||
|
10
email_marketing.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/email_marketing.png
|
||||
|
||||
================
|
||||
Email Marketing
|
||||
================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
email_marketing/overview
|
10
email_marketing/overview.rst
Normal file
@ -0,0 +1,10 @@
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/send_emails
|
||||
overview/mailing_lists
|
||||
overview/manage_unsubscriptions
|
54
email_marketing/overview/mailing_lists.rst
Normal file
@ -0,0 +1,54 @@
|
||||
=======================
|
||||
Work with Mailing Lists
|
||||
=======================
|
||||
Mailing lists could be a goldmine for your company’s marketing department as they can provide leads
|
||||
for sales, focus groups for testing new products, and consumers to provide feedback on satisfaction,
|
||||
for example.
|
||||
|
||||
Create Mailing lists
|
||||
=====================
|
||||
Go to :menuselection:`Mailing lists --> Mailing lists --> Create`. Enable the option *Is Public* to
|
||||
make the list visible for users when unsubscribing.
|
||||
|
||||
|
||||
.. image:: media/mailing1.png
|
||||
:align: center
|
||||
:alt: Mailing lists in Odoo Email Marketing
|
||||
|
||||
Once your mailing list is created, you can manually add contacts clicking on *Create*. *Import* a
|
||||
list of contacts if you have it from a previous tool.
|
||||
|
||||
|
||||
Linking a mailing list to my website
|
||||
-------------------------------------
|
||||
| Create a mailing list called Newsletter, as you use this strategy to advertise and communicate new
|
||||
ideas to subscribers interested in listening.
|
||||
| Go to your *Website*, add a *Newsletter* block and choose the respective mailing list.
|
||||
|
||||
|
||||
.. image:: media/mailing2.png
|
||||
:align: center
|
||||
:alt: Mailing lists in Odoo Email Marketing
|
||||
|
||||
|
||||
Check all the contacts of your mailing list(s)
|
||||
----------------------------------------------
|
||||
Under :menuselection:`Mailing Lists --> Mailing List Contacts` see a list of all contacts under all
|
||||
your mailing lists, and the ones you individually created here.
|
||||
|
||||
|
||||
.. image:: media/mailing3.png
|
||||
:align: center
|
||||
:alt: Mailing lists in Odoo Email Marketing
|
||||
|
||||
|
||||
Open a contact to see or add different mailing lists to which the contact is or will be part of.
|
||||
|
||||
|
||||
.. image:: media/mailing4.png
|
||||
:align: center
|
||||
:height: 400
|
||||
:alt: Mailing lists in Odoo Email Marketing
|
||||
|
||||
.. seealso::
|
||||
- :doc:`send_emails`
|
48
email_marketing/overview/manage_unsubscriptions.rst
Normal file
@ -0,0 +1,48 @@
|
||||
====================================
|
||||
Manage Unsubscriptions and Blacklist
|
||||
====================================
|
||||
It is best practice, and legally required, to allow recipients to unsubscribe from mailing lists
|
||||
as you do not want your audience to think that your company is using any tactics that are dishonest
|
||||
or spammy.
|
||||
|
||||
Enable the Blacklist feature
|
||||
============================
|
||||
Go to :menuselection:`Configuration --> Settings` and enable the option *Blacklist Option when
|
||||
unsubscribing*.
|
||||
|
||||
|
||||
.. image:: media/manage1.png
|
||||
:align: center
|
||||
:alt: Blacklist in Odoo Email Marketing
|
||||
|
||||
|
||||
Now, once the user clicks on the *Unsubscribe* link on your email, he will be redirected to the
|
||||
following page:
|
||||
|
||||
|
||||
.. image:: media/manage2.png
|
||||
:align: center
|
||||
:height: 350
|
||||
:alt: Blacklist in Odoo Email Marketing
|
||||
|
||||
|
||||
In addition to having the option of unsubscribing from specific mailing lists, the user can also
|
||||
blacklist himself, meaning that he will not receive *any* more emails from you.
|
||||
|
||||
|
||||
.. note::
|
||||
The mailing list has to be configured as *Public* in order to be visible for users.
|
||||
|
||||
|
||||
| Under :menuselection:`Configuration --> Blacklist`, blacklisted email addresses will be shown.
|
||||
| When opening the record, as a *Log note*, a description-history is kept.
|
||||
|
||||
.. image:: media/manage3.png
|
||||
:align: center
|
||||
:alt: Blacklist in Odoo Email Marketing
|
||||
|
||||
|
||||
.. seealso::
|
||||
- :doc:`send_emails`
|
||||
|
||||
- :doc:`mailing_lists`
|
BIN
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99
email_marketing/overview/send_emails.rst
Normal file
@ -0,0 +1,99 @@
|
||||
==========================================
|
||||
Send Emails Marketing and Manage Campaigns
|
||||
==========================================
|
||||
Emails allow you to effectively, and at a low cost, reach a large number of consumers while being
|
||||
able to customize your message in a way that resonates with them. It is measurable, and a
|
||||
call-to-action oriented channel.
|
||||
|
||||
Choose the right target and create the message
|
||||
==============================================
|
||||
| Go to :menuselection:`Mailings --> Create`.
|
||||
| Choosing *Contacts*, for example, as *Recipients*, will allow you to add specifications to match
|
||||
just certain contacts, filtering your target.
|
||||
|
||||
|
||||
.. image:: media/sendemails1.png
|
||||
:align: center
|
||||
:alt: Send mass mailing in Odoo Email Marketing
|
||||
|
||||
|
||||
.. note::
|
||||
With a trial databases, you have a limit of 50 emails per day; on Odoo SH Cloud
|
||||
Platform the limit is 200. There is a possibility to increase these numbers by contacting Odoo
|
||||
Support. To contact Support, `click here <https://www.odoo.com/help>`_.
|
||||
|
||||
|
||||
Under *Mail Body*, choose a layout and make the modifications needed by dragging, dropping and
|
||||
double-clicking on content. Note that it is possible to start from scratch selecting the *blank*
|
||||
template option.
|
||||
|
||||
|
||||
.. image:: media/sendemails2.png
|
||||
:align: center
|
||||
:alt: Send mass mailing in Odoo Email Marketing
|
||||
|
||||
|
||||
| Under *Settings*, you can assign someone else as the responsible sender if you do not want it to
|
||||
be you. To do so, change the email address used as the sender (*Send From*).
|
||||
|
||||
| With the *Reply To* radio button, you can also choose to gather answers either on the respective
|
||||
recipients’ records or on a specific email address. Note that this option is not available if you
|
||||
target mailing contacts, a mailing list or contacts as recipients.
|
||||
|
||||
|
||||
.. image:: media/sendemails3.png
|
||||
:align: center
|
||||
:height: 400
|
||||
:alt: Send mass mailing in Odoo Email Marketing
|
||||
|
||||
|
||||
Test, send or schedule a mailing
|
||||
================================
|
||||
|
||||
.. image:: media/sendemails4.png
|
||||
:align: center
|
||||
:height: 350
|
||||
:alt: Send mass mailing in Odoo Email Marketing
|
||||
|
||||
|
||||
| *Save*: the work will be allocated in the *draft* column in the kanban view. Modifications can be
|
||||
made while being in this stage. The option *Discard* will delete the email.
|
||||
|
||||
| Click on *Test* and send your message to one, or even multiple, test contacts to avoid errors.
|
||||
|
||||
| *Send* will trigger the email with the next run and put the work on the *queue* column in the
|
||||
kanban view.
|
||||
|
||||
| *Schedule* allows you to choose a date and time and will put the email in the *queue* column in
|
||||
the kanban view.
|
||||
|
||||
.. note::
|
||||
The daily limit is applied for *all emails* sent, in other words, throughout all applications.
|
||||
Therefore, if at the end of the day you have remaining ones to be sent, note that they *will not*
|
||||
be sent automatically the next day. You will need to force that by opening the email and
|
||||
clicking on *Retry*.
|
||||
|
||||
|
||||
Manage campaigns
|
||||
================
|
||||
| Go to :menuselection:`Configuration --> Settings` and enable *Mailing Campaigns*.
|
||||
| The campaign option is effective as it allows you to organize your marketing efforts and have a
|
||||
centralized view of its metrics.
|
||||
| Go to *Campaign* and click on *Create* to start one.
|
||||
|
||||
|
||||
.. image:: media/sendemails5.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: manage campaigns in Odoo Email Marketing
|
||||
|
||||
|
||||
.. note::
|
||||
If you use the SMS and Social Marketing applications, as well as the Push Notification feature,
|
||||
you will see the option to create content for those channels. You will also see the *Campaign*
|
||||
menu within those applications. All of this is possible because the applications work integrated.
|
||||
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../discuss/email_servers`
|
||||
|
@ -33,7 +33,7 @@ Here are some examples to configure:
|
||||
Don't forget to set an expense tax on each expense type
|
||||
(and an account if you use Odoo Accounting).
|
||||
It's usually a good practice to use a tax that is configured
|
||||
with *Tax Included in Price* (see: :doc:`../accounting/others/taxes/tax_included`).
|
||||
with *Tax Included in Price* (see: :doc:`../accounting/fiscality/taxes/tax_included`).
|
||||
That way, employees report expenses with
|
||||
prices including taxes, which is usually the expected behaviour.
|
||||
|
||||
|
16
fsm.rst
@ -1,17 +1,13 @@
|
||||
:banner: banners/fsm.png
|
||||
|
||||
==============
|
||||
=============
|
||||
Field Service
|
||||
==============
|
||||
=============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
fsm/planning_itinerary
|
||||
fsm/keep_track
|
||||
fsm/invoicing_time
|
||||
fsm/create_quotations
|
||||
fsm/onsite_tasks_from_sales_orders
|
||||
fsm/manage_employees_schedule
|
||||
fsm/customize_worksheets
|
||||
fsm/plan_onsite
|
||||
fsm/overview
|
||||
fsm/worksheets
|
||||
fsm/sales
|
||||
fsm/helpdesk
|
||||
|
8
fsm/helpdesk.rst
Normal file
@ -0,0 +1,8 @@
|
||||
========
|
||||
Helpdesk
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
helpdesk/plan_onsite
|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
@ -1,5 +1,5 @@
|
||||
================================================
|
||||
Plan onsite interventions from Helpdesk Tickets
|
||||
Plan Onsite Interventions from Helpdesk Tickets
|
||||
================================================
|
||||
The integration with the Helpdesk application lets your helpdesk team manage interventions requests
|
||||
directly. It speeds up processes as you can plan field services tasks from tickets.
|
12
fsm/overview.rst
Normal file
@ -0,0 +1,12 @@
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/invoicing_time
|
||||
overview/keep_track
|
||||
overview/manage_employees_schedule
|
||||
overview/planning_itinerary
|
||||
|
@ -1,12 +1,12 @@
|
||||
=========================================
|
||||
Invoicing time and material to customers
|
||||
=========================================
|
||||
========================================
|
||||
Invoicing Time and Material to Customers
|
||||
========================================
|
||||
Track the exact time spent on a task and give customers the ability to sign their worksheet
|
||||
report onsite. Invoice customers as soon as the work is complete, leaving you, and the customer,
|
||||
with the confidence that they will be charged for the exact right hours and material used.
|
||||
|
||||
Get the exact time spent on a task
|
||||
===================================
|
||||
==================================
|
||||
Click on *Start* to launch the timer. You can *Pause* at any moment and *Resume* when you would like
|
||||
to continue.
|
||||
|
||||
@ -21,7 +21,7 @@ Click on *Stop* once the work is done to confirm the total time spent and add a
|
||||
:alt: Timesheet Timer in Odoo Field Service
|
||||
|
||||
Sign and send reports & validate stock-picking
|
||||
===============================================
|
||||
==============================================
|
||||
Now, fill your *Worksheet* and add the used products clicking on *Products*.
|
||||
|
||||
.. image:: media/im3.png
|
||||
@ -57,4 +57,4 @@ Convenient feature as it allows accountants to easily access all finished tasks
|
||||
:alt: Invoice Task in Odoo Field Service
|
||||
|
||||
.. seealso::
|
||||
* :doc:`../project/advanced/feedback`
|
||||
* :doc:`../../project/advanced/feedback`
|
@ -1,11 +1,11 @@
|
||||
========================
|
||||
Keeping track of stock
|
||||
========================
|
||||
======================
|
||||
Keeping Track of Stock
|
||||
======================
|
||||
The integration with the Inventory application makes possible to track the material used and
|
||||
automatically keep your stock up to date.
|
||||
|
||||
Set up your Field Service project
|
||||
==================================
|
||||
=================================
|
||||
Go to :menuselection:`Field Service --> Configuration --> Projects` and make sure the option
|
||||
*Products on Tasks* is enabled.
|
||||
|
@ -1,11 +1,11 @@
|
||||
==============================================
|
||||
Manage your employees’ schedules and time off
|
||||
==============================================
|
||||
=============================================
|
||||
Manage your Employees’ Schedules and Time Off
|
||||
=============================================
|
||||
The integration with the *Time off* application allows you to quickly see your employees’
|
||||
availabilities. It will avoid conflicts and errors between employees schedules and interventions.
|
||||
|
||||
Effortlessly see employees’ time off
|
||||
=====================================
|
||||
====================================
|
||||
No configuration needs to be done.
|
||||
Once the employees’ time has been validated in the *Time off* application, cells will be grayed for
|
||||
those days in your Gantt view.
|
||||
@ -17,7 +17,7 @@ It also adapts to the working calendar of the employee. Example: the employee wo
|
||||
:alt: Employees' Time off in Odoo Field Service
|
||||
|
||||
Easily manage employees’ schedules
|
||||
===================================
|
||||
==================================
|
||||
From the Gantt view (under *Planning by User, Project or Worksheet*), click on the plus sign to add
|
||||
a new task or on the magnifying glass to plan an existing one.
|
||||
|
||||
@ -39,4 +39,4 @@ person he can be assigned.
|
||||
Create projects per team, or per working site, and have a more accurate and dynamic database.
|
||||
|
||||
.. seealso::
|
||||
* :doc:`../project/configuration/setup`
|
||||
* :doc:`../../project/configuration/setup`
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |