[MERGE] Forward-port of 13.0 to 13.2

This commit is contained in:
Antoine Vandevenne (anv) 2020-03-10 14:35:06 +01:00
commit 06bd4b173a
224 changed files with 1198 additions and 477 deletions

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@ -11,6 +11,7 @@ Accounting
accounting/receivables
accounting/payables
accounting/bank
accounting/fiscality
accounting/others
accounting/localizations

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@ -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*.

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@ -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

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@ -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 Normal file
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@ -0,0 +1,9 @@
=========
Fiscality
=========
.. toctree::
:titlesonly:
fiscality/taxes
fiscality/fiscal_year

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@ -0,0 +1,9 @@
===========
Fiscal Year
===========
.. toctree::
:titlesonly:
fiscal_year/fiscal_year
fiscal_year/close_fiscal_year

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@ -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`

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@ -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

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@ -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

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@ -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"

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@ -5,9 +5,7 @@ Others
.. toctree::
:titlesonly:
others/configuration
others/analytic
others/taxes
others/adviser
others/multicurrencies
others/reporting

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@ -5,6 +5,5 @@ Adviser
.. toctree::
:titlesonly:
adviser/fiscalyear
adviser/budget
adviser/reverse_entry

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@ -1,8 +0,0 @@
=============
Configuration
=============
.. toctree::
:titlesonly:
configuration/fiscal_year

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@ -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
------------

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@ -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::

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@ -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::

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@ -24,6 +24,11 @@ Applications
mobile/firebase
social_marketing
sms_marketing
marketing_automation
fsm
planning
email_marketing
general
.. Leave general on the last line !

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@ -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>`_.

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@ -8,3 +8,4 @@ Optimize your Day-to-Day work
optimize/google_calendar_credentials
optimize/onsip
optimize/setup
optimize/partner_autocomplete

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@ -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>`_.

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@ -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.

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@ -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*.

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@ -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.

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@ -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
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@ -0,0 +1,10 @@
:banner: banners/email_marketing.png
================
Email Marketing
================
.. toctree::
:titlesonly:
email_marketing/overview

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@ -0,0 +1,10 @@
========
Overview
========
.. toctree::
:titlesonly:
overview/send_emails
overview/mailing_lists
overview/manage_unsubscriptions

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@ -0,0 +1,54 @@
=======================
Work with Mailing Lists
=======================
Mailing lists could be a goldmine for your companys 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`

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@ -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`

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@ -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`

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@ -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
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@ -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

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========
Helpdesk
========
.. toctree::
:titlesonly:
helpdesk/plan_onsite

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================================================
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.

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========
Overview
========
.. toctree::
:titlesonly:
overview/invoicing_time
overview/keep_track
overview/manage_employees_schedule
overview/planning_itinerary

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=========================================
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`

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========================
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.

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==============================================
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`

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