diff --git a/_static/banners/email_marketing.png b/_static/banners/email_marketing.png new file mode 100644 index 000000000..10b93ca36 Binary files /dev/null and b/_static/banners/email_marketing.png differ diff --git a/_static/banners/marketing_automation.png b/_static/banners/marketing_automation.png new file mode 100644 index 000000000..7bd5d1f92 Binary files /dev/null and b/_static/banners/marketing_automation.png differ diff --git a/accounting.rst b/accounting.rst index cd202e9e8..20236b480 100644 --- a/accounting.rst +++ b/accounting.rst @@ -11,6 +11,7 @@ Accounting accounting/receivables accounting/payables accounting/bank + accounting/fiscality accounting/others accounting/localizations diff --git a/accounting/bank/feeds/bank_synchronization.rst b/accounting/bank/feeds/bank_synchronization.rst index e7b623b7c..46d8da741 100644 --- a/accounting/bank/feeds/bank_synchronization.rst +++ b/accounting/bank/feeds/bank_synchronization.rst @@ -121,8 +121,8 @@ database, please `submit a support ticket `_. 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*. \ No newline at end of file +Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the +Institution you want to edit, and click on *Update Credentials*. \ No newline at end of file diff --git a/accounting/bank/setup/create_bank_account.rst b/accounting/bank/setup/create_bank_account.rst index d7ab5bc40..becc7aba9 100644 --- a/accounting/bank/setup/create_bank_account.rst +++ b/accounting/bank/setup/create_bank_account.rst @@ -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 diff --git a/accounting/bank/setup/manage_cash_register.rst b/accounting/bank/setup/manage_cash_register.rst index 799b79355..a820fb183 100644 --- a/accounting/bank/setup/manage_cash_register.rst +++ b/accounting/bank/setup/manage_cash_register.rst @@ -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 ===== diff --git a/accounting/fiscality.rst b/accounting/fiscality.rst new file mode 100644 index 000000000..b3b325b0e --- /dev/null +++ b/accounting/fiscality.rst @@ -0,0 +1,9 @@ +========= +Fiscality +========= + +.. toctree:: + :titlesonly: + + fiscality/taxes + fiscality/fiscal_year \ No newline at end of file diff --git a/accounting/fiscality/fiscal_year.rst b/accounting/fiscality/fiscal_year.rst new file mode 100644 index 000000000..fbf4b0567 --- /dev/null +++ b/accounting/fiscality/fiscal_year.rst @@ -0,0 +1,9 @@ +=========== +Fiscal Year +=========== + +.. toctree:: + :titlesonly: + + fiscal_year/fiscal_year + fiscal_year/close_fiscal_year \ No newline at end of file diff --git a/accounting/others/adviser/fiscalyear.rst b/accounting/fiscality/fiscal_year/close_fiscal_year.rst similarity index 97% rename from accounting/others/adviser/fiscalyear.rst rename to accounting/fiscality/fiscal_year/close_fiscal_year.rst index 7f19b8317..3f86b68da 100644 --- a/accounting/others/adviser/fiscalyear.rst +++ b/accounting/fiscality/fiscal_year/close_fiscal_year.rst @@ -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` \ No newline at end of file + * :doc:`fiscal_year` \ No newline at end of file diff --git a/accounting/others/configuration/fiscal_year.rst b/accounting/fiscality/fiscal_year/fiscal_year.rst similarity index 96% rename from accounting/others/configuration/fiscal_year.rst rename to accounting/fiscality/fiscal_year/fiscal_year.rst index e7f9522c6..37ef04bff 100644 --- a/accounting/others/configuration/fiscal_year.rst +++ b/accounting/fiscality/fiscal_year/fiscal_year.rst @@ -31,4 +31,4 @@ You can then configure your fiscal years in .. seealso:: - * :doc:`../adviser/fiscalyear` + * :doc:`close_fiscal_year` diff --git a/accounting/others/adviser/media/fiscalyear01.png b/accounting/fiscality/fiscal_year/media/close_fiscal_year01.png similarity index 100% rename from accounting/others/adviser/media/fiscalyear01.png rename to accounting/fiscality/fiscal_year/media/close_fiscal_year01.png diff --git a/accounting/others/configuration/media/fiscal_year01.png b/accounting/fiscality/fiscal_year/media/fiscal_year01.png similarity index 100% rename from accounting/others/configuration/media/fiscal_year01.png rename to accounting/fiscality/fiscal_year/media/fiscal_year01.png diff --git a/accounting/others/configuration/media/fiscal_year02.png b/accounting/fiscality/fiscal_year/media/fiscal_year02.png similarity index 100% rename from accounting/others/configuration/media/fiscal_year02.png rename to accounting/fiscality/fiscal_year/media/fiscal_year02.png diff --git a/accounting/others/configuration/media/fiscal_year03.png 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accounting/fiscality/taxes/media/taxcloud04.png diff --git a/accounting/others/taxes/retention.rst b/accounting/fiscality/taxes/retention.rst similarity index 100% rename from accounting/others/taxes/retention.rst rename to accounting/fiscality/taxes/retention.rst diff --git a/accounting/others/taxes/tax_included.rst b/accounting/fiscality/taxes/tax_included.rst similarity index 100% rename from accounting/others/taxes/tax_included.rst rename to accounting/fiscality/taxes/tax_included.rst diff --git a/accounting/others/taxes/taxcloud.rst b/accounting/fiscality/taxes/taxcloud.rst similarity index 100% rename from accounting/others/taxes/taxcloud.rst rename to accounting/fiscality/taxes/taxcloud.rst diff --git a/accounting/localizations/colombia.rst b/accounting/localizations/colombia.rst index 156ea13c8..4ff78dcd3 100644 --- a/accounting/localizations/colombia.rst +++ b/accounting/localizations/colombia.rst @@ -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 diff --git a/accounting/localizations/france.rst b/accounting/localizations/france.rst index 8caabe15b..e827c0a7a 100644 --- a/accounting/localizations/france.rst +++ b/accounting/localizations/france.rst @@ -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 diff --git a/accounting/localizations/mexico.rst b/accounting/localizations/mexico.rst index 6007ceaf4..7a36f9ffb 100644 --- a/accounting/localizations/mexico.rst +++ b/accounting/localizations/mexico.rst @@ -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" diff --git a/accounting/others.rst b/accounting/others.rst index 992a78014..2a4ec0220 100644 --- a/accounting/others.rst +++ b/accounting/others.rst @@ -5,9 +5,7 @@ Others .. toctree:: :titlesonly: - others/configuration others/analytic - others/taxes others/adviser others/multicurrencies others/reporting diff --git a/accounting/others/adviser.rst b/accounting/others/adviser.rst index 0ae2990c2..1155807f6 100644 --- a/accounting/others/adviser.rst +++ b/accounting/others/adviser.rst @@ -5,6 +5,5 @@ Adviser .. toctree:: :titlesonly: - adviser/fiscalyear adviser/budget adviser/reverse_entry diff --git a/accounting/others/configuration.rst b/accounting/others/configuration.rst deleted file mode 100644 index 68552df21..000000000 --- a/accounting/others/configuration.rst +++ /dev/null @@ -1,8 +0,0 @@ -============= -Configuration -============= - -.. toctree:: - :titlesonly: - - configuration/fiscal_year diff --git a/accounting/others/reporting/customize.rst b/accounting/others/reporting/customize.rst index 02cfae75c..fed44a248 100644 --- a/accounting/others/reporting/customize.rst +++ b/accounting/others/reporting/customize.rst @@ -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 ============================ diff --git a/accounting/others/reporting/media/customize01.png b/accounting/others/reporting/media/customize01.png deleted file mode 100644 index fd4441c86..000000000 Binary files a/accounting/others/reporting/media/customize01.png and /dev/null differ diff --git a/accounting/others/reporting/media/customize03.png b/accounting/others/reporting/media/customize03.png deleted file mode 100644 index 17f834a6b..000000000 Binary files a/accounting/others/reporting/media/customize03.png and /dev/null differ diff --git a/accounting/payables/pay/check.rst b/accounting/payables/pay/check.rst index 8740b5cad..7380ff351 100644 --- a/accounting/payables/pay/check.rst +++ b/accounting/payables/pay/check.rst @@ -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 ------------ diff --git a/accounting/payables/supplier_bills/assets.rst b/accounting/payables/supplier_bills/assets.rst index aeb75ff39..a55d9d08b 100644 --- a/accounting/payables/supplier_bills/assets.rst +++ b/accounting/payables/supplier_bills/assets.rst @@ -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:: diff --git a/accounting/payables/supplier_bills/deferred_expenses.rst b/accounting/payables/supplier_bills/deferred_expenses.rst index 62e4f3fa1..c52135c6b 100644 --- a/accounting/payables/supplier_bills/deferred_expenses.rst +++ b/accounting/payables/supplier_bills/deferred_expenses.rst @@ -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:: diff --git a/applications.rst b/applications.rst index 4390e9cf0..c038a66c6 100644 --- a/applications.rst +++ b/applications.rst @@ -24,6 +24,11 @@ Applications mobile/firebase social_marketing sms_marketing + marketing_automation fsm planning + email_marketing + general + +.. Leave general on the last line ! \ No newline at end of file diff --git a/contributing/documentation/introduction_guide.rst b/contributing/documentation/introduction_guide.rst index 4986aa594..cadac2cb3 100644 --- a/contributing/documentation/introduction_guide.rst +++ b/contributing/documentation/introduction_guide.rst @@ -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 `_ of Odoo. The documentation for `developing in Odoo `_ in maintained alongside the source code of Odoo at `github.com/odoo/odoo `_. diff --git a/crm/optimize.rst b/crm/optimize.rst index f9e24f585..b1f3848da 100644 --- a/crm/optimize.rst +++ b/crm/optimize.rst @@ -8,3 +8,4 @@ Optimize your Day-to-Day work optimize/google_calendar_credentials optimize/onsip optimize/setup + optimize/partner_autocomplete diff --git a/crm/optimize/media/odoo_autocomplete.png b/crm/optimize/media/odoo_autocomplete.png new file mode 100644 index 000000000..4e4649873 Binary files /dev/null and b/crm/optimize/media/odoo_autocomplete.png differ diff --git a/crm/optimize/media/odoo_info_autocomplete.png b/crm/optimize/media/odoo_info_autocomplete.png new file mode 100644 index 000000000..e577b5617 Binary files /dev/null and b/crm/optimize/media/odoo_info_autocomplete.png differ diff --git a/crm/optimize/media/settings_partner_autocomplete.png b/crm/optimize/media/settings_partner_autocomplete.png new file mode 100644 index 000000000..06f0b04ac Binary files /dev/null and b/crm/optimize/media/settings_partner_autocomplete.png differ diff --git a/crm/optimize/partner_autocomplete.rst b/crm/optimize/partner_autocomplete.rst new file mode 100644 index 000000000..ad8ebf905 --- /dev/null +++ b/crm/optimize/partner_autocomplete.rst @@ -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 `_. diff --git a/db_management/db_premise.rst b/db_management/db_premise.rst index e93e17bd4..1d3e30146 100644 --- a/db_management/db_premise.rst +++ b/db_management/db_premise.rst @@ -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 `_ or to +System Parameters`, we advise you to use a `uuid generator `_ 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. diff --git a/discuss/email_servers.rst b/discuss/email_servers.rst index 31ac73e5c..d7e6cc711 100644 --- a/discuss/email_servers.rst +++ b/discuss/email_servers.rst @@ -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*. diff --git a/discuss/media/developer_mode.png b/discuss/media/developer_mode.png deleted file mode 100644 index 4a8668de3..000000000 Binary files a/discuss/media/developer_mode.png and /dev/null differ diff --git a/ecommerce/shopper_experience/payment.rst b/ecommerce/shopper_experience/payment.rst index 5919633c8..c4d4f0668 100644 --- a/ecommerce/shopper_experience/payment.rst +++ b/ecommerce/shopper_experience/payment.rst @@ -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. diff --git a/ecommerce/taxes.rst b/ecommerce/taxes.rst index 9800785b3..2a1ee1526 100644 --- a/ecommerce/taxes.rst +++ b/ecommerce/taxes.rst @@ -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 diff --git a/email_marketing.rst b/email_marketing.rst new file mode 100644 index 000000000..7508399ba --- /dev/null +++ b/email_marketing.rst @@ -0,0 +1,10 @@ +:banner: banners/email_marketing.png + +================ +Email Marketing +================ + +.. toctree:: + :titlesonly: + + email_marketing/overview \ No newline at end of file diff --git a/email_marketing/overview.rst b/email_marketing/overview.rst new file mode 100644 index 000000000..2aacdf963 --- /dev/null +++ b/email_marketing/overview.rst @@ -0,0 +1,10 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/send_emails + overview/mailing_lists + overview/manage_unsubscriptions diff --git a/email_marketing/overview/mailing_lists.rst b/email_marketing/overview/mailing_lists.rst new file mode 100644 index 000000000..a024f5687 --- /dev/null +++ b/email_marketing/overview/mailing_lists.rst @@ -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` diff --git a/email_marketing/overview/manage_unsubscriptions.rst b/email_marketing/overview/manage_unsubscriptions.rst new file mode 100644 index 000000000..5b54741fb --- /dev/null +++ b/email_marketing/overview/manage_unsubscriptions.rst @@ -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` \ No newline at end of file diff --git a/email_marketing/overview/media/mailing1.png b/email_marketing/overview/media/mailing1.png new file mode 100644 index 000000000..226e25abc Binary files /dev/null and b/email_marketing/overview/media/mailing1.png differ diff --git a/email_marketing/overview/media/mailing2.png b/email_marketing/overview/media/mailing2.png new file mode 100644 index 000000000..450c60063 Binary files /dev/null and b/email_marketing/overview/media/mailing2.png differ diff --git a/email_marketing/overview/media/mailing3.png b/email_marketing/overview/media/mailing3.png new file mode 100644 index 000000000..b4ac5db65 Binary files /dev/null and b/email_marketing/overview/media/mailing3.png differ diff --git a/email_marketing/overview/media/mailing4.png b/email_marketing/overview/media/mailing4.png new file mode 100644 index 000000000..2e7545dbf Binary files /dev/null and b/email_marketing/overview/media/mailing4.png differ diff --git a/email_marketing/overview/media/manage1.png b/email_marketing/overview/media/manage1.png new file mode 100644 index 000000000..f4164b5e8 Binary files /dev/null and b/email_marketing/overview/media/manage1.png differ diff --git a/email_marketing/overview/media/manage2.png b/email_marketing/overview/media/manage2.png new file mode 100644 index 000000000..d307bd8c6 Binary files /dev/null and b/email_marketing/overview/media/manage2.png differ diff --git a/email_marketing/overview/media/manage3.png b/email_marketing/overview/media/manage3.png new file mode 100644 index 000000000..7457c8f2a Binary files /dev/null and b/email_marketing/overview/media/manage3.png differ diff --git a/email_marketing/overview/media/sendemails1.png b/email_marketing/overview/media/sendemails1.png new file mode 100644 index 000000000..df03afdb8 Binary files /dev/null and b/email_marketing/overview/media/sendemails1.png differ diff --git a/email_marketing/overview/media/sendemails2.png b/email_marketing/overview/media/sendemails2.png new file mode 100644 index 000000000..e329b961e Binary files /dev/null and b/email_marketing/overview/media/sendemails2.png differ diff --git a/email_marketing/overview/media/sendemails3.png b/email_marketing/overview/media/sendemails3.png new file mode 100644 index 000000000..d4068969a Binary files /dev/null and b/email_marketing/overview/media/sendemails3.png differ diff --git a/email_marketing/overview/media/sendemails4.png b/email_marketing/overview/media/sendemails4.png new file mode 100644 index 000000000..88cb28cef Binary files /dev/null and b/email_marketing/overview/media/sendemails4.png differ diff --git a/email_marketing/overview/media/sendemails5.png b/email_marketing/overview/media/sendemails5.png new file mode 100644 index 000000000..c5fc015cc Binary files /dev/null and b/email_marketing/overview/media/sendemails5.png differ diff --git a/email_marketing/overview/send_emails.rst b/email_marketing/overview/send_emails.rst new file mode 100644 index 000000000..bc1f4ddcc --- /dev/null +++ b/email_marketing/overview/send_emails.rst @@ -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 `_. + + +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` + diff --git a/expense/expense.rst b/expense/expense.rst index 1505744ad..4a299666e 100644 --- a/expense/expense.rst +++ b/expense/expense.rst @@ -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. diff --git a/fsm.rst b/fsm.rst index 2c78a9a64..f19160d4b 100644 --- a/fsm.rst +++ b/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 diff --git a/fsm/helpdesk.rst b/fsm/helpdesk.rst new file mode 100644 index 000000000..c2f0fd129 --- /dev/null +++ b/fsm/helpdesk.rst @@ -0,0 +1,8 @@ +======== +Helpdesk +======== + +.. toctree:: + :titlesonly: + + helpdesk/plan_onsite \ No newline at end of file diff --git a/fsm/media/po1.png b/fsm/helpdesk/media/po1.png similarity index 100% rename from fsm/media/po1.png rename to fsm/helpdesk/media/po1.png diff --git a/fsm/media/po2.png b/fsm/helpdesk/media/po2.png similarity index 100% rename from fsm/media/po2.png rename to fsm/helpdesk/media/po2.png diff --git a/fsm/plan_onsite.rst b/fsm/helpdesk/plan_onsite.rst similarity index 93% rename from fsm/plan_onsite.rst rename to fsm/helpdesk/plan_onsite.rst index 2be9a2c9e..cc797b55b 100644 --- a/fsm/plan_onsite.rst +++ b/fsm/helpdesk/plan_onsite.rst @@ -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. diff --git a/fsm/overview.rst b/fsm/overview.rst new file mode 100644 index 000000000..96fb6ece6 --- /dev/null +++ b/fsm/overview.rst @@ -0,0 +1,12 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/invoicing_time + overview/keep_track + overview/manage_employees_schedule + overview/planning_itinerary + diff --git a/fsm/invoicing_time.rst b/fsm/overview/invoicing_time.rst similarity index 88% rename from fsm/invoicing_time.rst rename to fsm/overview/invoicing_time.rst index 39088efda..35a6af711 100644 --- a/fsm/invoicing_time.rst +++ b/fsm/overview/invoicing_time.rst @@ -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` diff --git a/fsm/keep_track.rst b/fsm/overview/keep_track.rst similarity index 85% rename from fsm/keep_track.rst rename to fsm/overview/keep_track.rst index 8b053d325..b2f227b83 100644 --- a/fsm/keep_track.rst +++ b/fsm/overview/keep_track.rst @@ -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. diff --git a/fsm/manage_employees_schedule.rst b/fsm/overview/manage_employees_schedule.rst similarity index 84% rename from fsm/manage_employees_schedule.rst rename to fsm/overview/manage_employees_schedule.rst index ba3b6c51f..d10d78781 100644 --- a/fsm/manage_employees_schedule.rst +++ b/fsm/overview/manage_employees_schedule.rst @@ -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` diff --git a/fsm/media/im1.png b/fsm/overview/media/im1.png similarity index 100% rename from fsm/media/im1.png rename to fsm/overview/media/im1.png diff --git a/fsm/media/im2.png b/fsm/overview/media/im2.png similarity index 100% rename from fsm/media/im2.png rename to fsm/overview/media/im2.png diff --git a/fsm/media/im3.png b/fsm/overview/media/im3.png similarity index 100% rename from fsm/media/im3.png rename to fsm/overview/media/im3.png diff --git a/fsm/media/im4.png b/fsm/overview/media/im4.png similarity index 100% rename from fsm/media/im4.png rename to fsm/overview/media/im4.png diff --git a/fsm/media/im5.png b/fsm/overview/media/im5.png similarity index 100% rename from fsm/media/im5.png rename to fsm/overview/media/im5.png diff --git a/fsm/media/kts1.png b/fsm/overview/media/kts1.png similarity index 100% rename from fsm/media/kts1.png rename to fsm/overview/media/kts1.png diff --git a/fsm/media/kts2.png b/fsm/overview/media/kts2.png similarity index 100% rename from fsm/media/kts2.png rename to fsm/overview/media/kts2.png diff --git a/fsm/media/mw1.png b/fsm/overview/media/mw1.png similarity index 100% rename from fsm/media/mw1.png rename to fsm/overview/media/mw1.png diff --git a/fsm/media/mw2.png b/fsm/overview/media/mw2.png similarity index 100% rename from fsm/media/mw2.png rename to fsm/overview/media/mw2.png diff --git a/fsm/media/mw3.png b/fsm/overview/media/mw3.png similarity index 100% rename from fsm/media/mw3.png rename to fsm/overview/media/mw3.png diff --git a/fsm/media/plit1.png b/fsm/overview/media/plit1.png similarity index 100% rename from fsm/media/plit1.png rename to fsm/overview/media/plit1.png diff --git a/fsm/media/plit2.png b/fsm/overview/media/plit2.png similarity index 100% rename from fsm/media/plit2.png rename to fsm/overview/media/plit2.png diff --git a/fsm/media/plit3.png b/fsm/overview/media/plit3.png similarity index 100% rename from fsm/media/plit3.png rename to fsm/overview/media/plit3.png diff --git a/fsm/media/plit4.png b/fsm/overview/media/plit4.png similarity index 100% rename from fsm/media/plit4.png rename to fsm/overview/media/plit4.png diff --git a/fsm/planning_itinerary.rst b/fsm/overview/planning_itinerary.rst similarity index 91% rename from fsm/planning_itinerary.rst rename to fsm/overview/planning_itinerary.rst index a826f5be4..162571280 100644 --- a/fsm/planning_itinerary.rst +++ b/fsm/overview/planning_itinerary.rst @@ -1,12 +1,12 @@ -====================== -Planning an itinerary -====================== +===================== +Planning an Itinerary +===================== Having an itinerary being shown based on the chronological order of the activities and on the best route to take, makes employees’ life easier and the workload more efficient. Have an itinerary displayed directly in Odoo -============================================= +============================================ Go to *Settings* and under *Map view* click on *Get token*. .. image:: media/plit1.png diff --git a/fsm/sales.rst b/fsm/sales.rst new file mode 100644 index 000000000..2f038792e --- /dev/null +++ b/fsm/sales.rst @@ -0,0 +1,9 @@ +===== +Sales +===== + +.. toctree:: + :titlesonly: + + sales/create_quotations + sales/onsite_tasks_from_sales_orders \ No newline at end of file diff --git a/fsm/create_quotations.rst b/fsm/sales/create_quotations.rst similarity index 96% rename from fsm/create_quotations.rst rename to fsm/sales/create_quotations.rst index 93302d004..e0d75d735 100644 --- a/fsm/create_quotations.rst +++ b/fsm/sales/create_quotations.rst @@ -1,5 +1,5 @@ ============================ -Create quotations from tasks +Create Quotations from Tasks ============================ Allowing quotations to be created from tasks delivers a more efficient service as it allows space for preventive actions, while making the flow easy for employees. diff --git a/fsm/media/cq1.png b/fsm/sales/media/cq1.png similarity index 100% rename from fsm/media/cq1.png rename to fsm/sales/media/cq1.png diff --git a/fsm/media/cq2.png b/fsm/sales/media/cq2.png similarity index 100% rename from fsm/media/cq2.png rename to fsm/sales/media/cq2.png diff --git a/fsm/media/cq3.png b/fsm/sales/media/cq3.png similarity index 100% rename from fsm/media/cq3.png rename to fsm/sales/media/cq3.png diff --git a/fsm/media/onsite1.png b/fsm/sales/media/onsite1.png similarity index 100% rename from fsm/media/onsite1.png rename to fsm/sales/media/onsite1.png diff --git a/fsm/media/onsite2.png b/fsm/sales/media/onsite2.png similarity index 100% rename from fsm/media/onsite2.png rename to fsm/sales/media/onsite2.png diff --git a/fsm/onsite_tasks_from_sales_orders.rst b/fsm/sales/onsite_tasks_from_sales_orders.rst similarity index 86% rename from fsm/onsite_tasks_from_sales_orders.rst rename to fsm/sales/onsite_tasks_from_sales_orders.rst index cf6b3d74d..e9100f54c 100644 --- a/fsm/onsite_tasks_from_sales_orders.rst +++ b/fsm/sales/onsite_tasks_from_sales_orders.rst @@ -1,12 +1,12 @@ -===================================================== -Create onsite interventions tasks from Sales Orders -===================================================== +=================================================== +Create Onsite Interventions Tasks from Sales Orders +=================================================== By allowing your sales team to open onsite interventions tasks will create a seamless experience for your customers. It also allows them to first receive a quotation with the materials that will be used plus the service price to be approved before the work even starts. Enable the feature -=================== +================== Go to :menuselection:`Sales --> Products --> Create` or edit an existing one. Select: under :menuselection:`General Information --> Product Type: Service`; under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking: diff --git a/fsm/worksheets.rst b/fsm/worksheets.rst new file mode 100644 index 000000000..badfdd769 --- /dev/null +++ b/fsm/worksheets.rst @@ -0,0 +1,8 @@ +========== +Worksheets +========== + +.. toctree:: + :titlesonly: + + worksheets/customize_worksheets \ No newline at end of file diff --git a/fsm/customize_worksheets.rst b/fsm/worksheets/customize_worksheets.rst similarity index 91% rename from fsm/customize_worksheets.rst rename to fsm/worksheets/customize_worksheets.rst index e1d0f0c71..fa102ee43 100644 --- a/fsm/customize_worksheets.rst +++ b/fsm/worksheets/customize_worksheets.rst @@ -1,12 +1,12 @@ -============================ -Customize worksheet reports -============================ +=========================== +Customize Worksheet Reports +=========================== Personalizing your customer reports, also called *worksheets*, allows you to have different descriptions of the work for each type of intervention. It speeds up the flow for your employees while giving customers a detailed summary, which can be reviewed and signed onsite. Enable the feature -=================== +================== Go to :menuselection:`Field Service --> Configuration` and enable :menuselection:`Worksheet Templates --> Save`. @@ -15,7 +15,7 @@ Go to :menuselection:`Field Service --> Configuration` and enable :alt: Custom Worksheet in Odoo Field Service Designing worksheets -===================== +==================== Under :menuselection:`Configuration --> Worksheet Templates`, click on *Create* and start to *Design Worksheet Template*. You will be redirected to the *Studio* application. diff --git a/fsm/media/cc1.png b/fsm/worksheets/media/cc1.png similarity index 100% rename from fsm/media/cc1.png rename to fsm/worksheets/media/cc1.png diff --git a/fsm/media/cc2.png b/fsm/worksheets/media/cc2.png similarity index 100% rename from fsm/media/cc2.png rename to fsm/worksheets/media/cc2.png diff --git a/fsm/media/cc3.png b/fsm/worksheets/media/cc3.png similarity index 100% rename from fsm/media/cc3.png rename to fsm/worksheets/media/cc3.png diff --git a/general.rst b/general.rst index b5cbe4dfd..d07136852 100644 --- a/general.rst +++ b/general.rst @@ -12,3 +12,4 @@ General general/base_import general/auth general/in_app_purchase + general/developer_mode diff --git a/general/developer_mode.rst b/general/developer_mode.rst new file mode 100644 index 000000000..2a901fa88 --- /dev/null +++ b/general/developer_mode.rst @@ -0,0 +1,8 @@ +============== +Developer Mode +============== + +.. toctree:: + :titlesonly: + + developer_mode/activate \ No newline at end of file diff --git a/general/developer_mode/activate.rst b/general/developer_mode/activate.rst new file mode 100644 index 000000000..5f7dd20e1 --- /dev/null +++ b/general/developer_mode/activate.rst @@ -0,0 +1,54 @@ +=================================== +Activate the Developer (Debug) Mode +=================================== + +The Developer or Debug Mode gives you access to extra and advanced tools. + +Through the Settings application +-------------------------------- + +Go to :menuselection:`Settings --> Activate the developer mode`. + +.. image:: media/settings.png + :align: center + :alt: Overview of the debug options under settings in Odoo + +.. note:: + *Activate the developer mode (with assets)* is used by developers; *Activate the developer mode + (with tests assets)* is used by developers and testers. + +Once activated, the *Deactivate the developer mode* option becomes available. + +Through a browser extension +--------------------------- + +| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the + extension is installed, a new icon will be shown on your toolbar. +| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a + double click enables it with assets. To deactivate it, use a single click. + +.. image:: media/monkey.png + :align: center + :alt: View of odoo’s debug icon in a chrome’s toolbar + +Through the URL +--------------- + +In the URL add ``?debug=1`` or ``?debug=true`` after *web*. + +.. image:: media/url.png + :align: center + :alt: Overview of an url with the debug mode command added in Odoo + +.. tip:: + Developers: type ``?debug=assets`` and activate the mode with assets. + +Locate the mode tools +--------------------- + +The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the +header of your pages. + +.. image:: media/button_location.png + :align: center + :alt: Overview of a console page and the debug icon being shown in Odoo diff --git a/general/developer_mode/media/button_location.png b/general/developer_mode/media/button_location.png new file mode 100644 index 000000000..4937e712b Binary files /dev/null and b/general/developer_mode/media/button_location.png differ diff --git a/general/developer_mode/media/monkey.png b/general/developer_mode/media/monkey.png new file mode 100644 index 000000000..dd421e4ac Binary files /dev/null and b/general/developer_mode/media/monkey.png differ diff --git a/general/developer_mode/media/settings.png b/general/developer_mode/media/settings.png new file mode 100644 index 000000000..22f040dc2 Binary files /dev/null and b/general/developer_mode/media/settings.png differ diff --git a/general/developer_mode/media/url.png b/general/developer_mode/media/url.png new file mode 100644 index 000000000..f4f0f26e0 Binary files /dev/null and b/general/developer_mode/media/url.png differ diff --git a/general/in_app_purchase/in_app_purchase.rst b/general/in_app_purchase/in_app_purchase.rst index 815ccac1f..6d59a9730 100644 --- a/general/in_app_purchase/in_app_purchase.rst +++ b/general/in_app_purchase/in_app_purchase.rst @@ -24,8 +24,8 @@ IAP accounts Credits to use IAP services are stored on IAP accounts, which are specific to each service and database. By default, IAP accounts are common to all companies, but can be restricted to specific -ones by going to :menuselection:`Settings app --> Activate the Developer Mode --> Technical Settings ---> IAP Account`. +ones. Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, then go to +:menuselection:`Technical Settings --> IAP Account`. .. image:: media/image2.png :align: center diff --git a/helpdesk/getting_started.rst b/helpdesk/getting_started.rst index b55543302..cb788d60a 100644 --- a/helpdesk/getting_started.rst +++ b/helpdesk/getting_started.rst @@ -37,12 +37,7 @@ randomly, balanced, or manually. How to set up different stages for each team -------------------------------------------- -First you will need to activate the developer mode. To do this go to -your settings module, and select the link for "Activate the developer -mode" on the lower right-hand side. - -.. image:: media/helpdesk04.png - :align: center +First you will need to activate the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, when you return to your Helpdesk module and select "Configuration" in the purple bar you will find additional options, like "Stages". Here diff --git a/helpdesk/media/helpdesk04.png b/helpdesk/media/helpdesk04.png deleted file mode 100644 index 8acc044e3..000000000 Binary files a/helpdesk/media/helpdesk04.png and /dev/null differ diff --git a/inventory/barcode/operations/barcode_nomenclature.rst b/inventory/barcode/operations/barcode_nomenclature.rst index 87680b41b..d9b387f49 100644 --- a/inventory/barcode/operations/barcode_nomenclature.rst +++ b/inventory/barcode/operations/barcode_nomenclature.rst @@ -13,8 +13,8 @@ Create a Barcode Nomenclature ============================= Odoo supports Barcode Nomenclatures, which determine the mapping and -interpretation of the encoded information. -You can configure your barcode nomenclature being in **debug** mode. +interpretation of the encoded information. You can configure your barcode nomenclature being in +:doc:`Developer mode <../../../general/developer_mode/activate>`. To do so, go to :menuselection:`Inventory --> Configuration --> Barcode Nomenclature`. You can create a barcode nomenclature from there, and then add a line to diff --git a/inventory/management/planning/media/schedulers_02.png b/inventory/management/planning/media/schedulers_02.png deleted file mode 100644 index acce72f0d..000000000 Binary files a/inventory/management/planning/media/schedulers_02.png and /dev/null differ diff --git a/inventory/management/planning/schedulers.rst b/inventory/management/planning/schedulers.rst index 83b7c517c..c66f4d1dd 100644 --- a/inventory/management/planning/schedulers.rst +++ b/inventory/management/planning/schedulers.rst @@ -44,11 +44,8 @@ production orders, deliveries and supplier purchases. Configure and run the scheduler (for advanced users) ---------------------------------------------------- -To use this feature, you have to enable the debug mode. To do so, go to -:menuselection:`Settings --> Activate the developer mode`. - -.. image:: media/schedulers_02.png - :align: center +To use this feature, you have to enable the +:doc:`Developer mode <../../../general/developer_mode/activate>` mode. Then, go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and modify the *Run MRP Scheduler Configuration*. There, you can set diff --git a/inventory/management/reporting/inventory_valuation_config.rst b/inventory/management/reporting/inventory_valuation_config.rst index b15190d1a..7367c2d36 100644 --- a/inventory/management/reporting/inventory_valuation_config.rst +++ b/inventory/management/reporting/inventory_valuation_config.rst @@ -182,7 +182,8 @@ accounting modes. Usually, based on your country, the correct accounting mode will be chosen by default. If you want to verify your accounting mode, activate -the developer mode and open your accounting settings. +the :doc:`Developer mode <../../../general/developer_mode/activate>` and open your accounting +settings. Manual Inventory Valuation -------------------------- diff --git a/inventory/routes/concepts/procurement_rule.rst b/inventory/routes/concepts/procurement_rule.rst index 41a688b89..1e4dad793 100644 --- a/inventory/routes/concepts/procurement_rule.rst +++ b/inventory/routes/concepts/procurement_rule.rst @@ -63,10 +63,6 @@ action possible : .. image:: media/procurement_rule03.png :align: center -.. demo:action:: stock.action_routes_form - - Try to create a procurement rule in our demo instance. - .. note:: Some Warehouse Configuration creates routes with procurement rules already defined. diff --git a/inventory/routes/concepts/push_rule.rst b/inventory/routes/concepts/push_rule.rst index 5ea5008c6..3eb3b6b11 100644 --- a/inventory/routes/concepts/push_rule.rst +++ b/inventory/routes/concepts/push_rule.rst @@ -54,10 +54,6 @@ in the quality control location move to the stock. .. image:: media/push_rule03.png :align: center -.. demo:action:: stock.action_routes_form - - Try to create a push rule in our demo instance. - .. note:: Some warehouse configuration creates routes with push rules already defined. diff --git a/marketing_automation.rst b/marketing_automation.rst new file mode 100644 index 000000000..f977b9d4a --- /dev/null +++ b/marketing_automation.rst @@ -0,0 +1,11 @@ +:banner: banners/marketing_automation.png + +==================== +Marketing Automation +==================== + +.. toctree:: + :titlesonly: + + marketing_automation/overview + marketing_automation/advanced diff --git a/marketing_automation/advanced.rst b/marketing_automation/advanced.rst new file mode 100644 index 000000000..dc3804c22 --- /dev/null +++ b/marketing_automation/advanced.rst @@ -0,0 +1,8 @@ +======== +Advanced +======== + +.. toctree:: + :titlesonly: + + advanced/understanding_metrics \ No newline at end of file diff --git a/marketing_automation/advanced/media/metrics1.png b/marketing_automation/advanced/media/metrics1.png new file mode 100644 index 000000000..e1dbb6978 Binary files /dev/null and b/marketing_automation/advanced/media/metrics1.png differ diff --git a/marketing_automation/advanced/media/metrics2.png b/marketing_automation/advanced/media/metrics2.png new file mode 100644 index 000000000..1bb2e96e0 Binary files /dev/null and b/marketing_automation/advanced/media/metrics2.png differ diff --git a/marketing_automation/advanced/media/metrics3.png b/marketing_automation/advanced/media/metrics3.png new file mode 100644 index 000000000..5946a34a8 Binary files /dev/null and b/marketing_automation/advanced/media/metrics3.png differ diff --git a/marketing_automation/advanced/media/metrics4.png b/marketing_automation/advanced/media/metrics4.png new file mode 100644 index 000000000..cd7c38e89 Binary files /dev/null and b/marketing_automation/advanced/media/metrics4.png differ diff --git a/marketing_automation/advanced/media/metrics5.png b/marketing_automation/advanced/media/metrics5.png new file mode 100644 index 000000000..ee91bd8c5 Binary files /dev/null and b/marketing_automation/advanced/media/metrics5.png differ diff --git a/marketing_automation/advanced/understanding_metrics.rst b/marketing_automation/advanced/understanding_metrics.rst new file mode 100644 index 000000000..a54440bdb --- /dev/null +++ b/marketing_automation/advanced/understanding_metrics.rst @@ -0,0 +1,81 @@ +===================== +Understanding Metrics +===================== +Metrics are values that help you measure progress and can be a powerful way of linking your +employees to goals. + + +| When you create a workflow in Odoo, its visual content already shows metrics in a graph form and + in numbers. +| Let’s consider the example below: + + +.. image:: media/metrics1.png + :align: center + :alt: Metrics in Odoo Marketing Automation + + +| The *Target* - business object - is *Lead/Opportunity* and was narrowed down to the ones whose + *Tag Name* contain the description “Product”, and have an email address set. +| A total number of 20 records match the criteria. + + +.. image:: media/metrics2.png + :align: center + :alt: Metrics in Odoo Marketing Automation + + +Out of those 20 records, 25 have become participants, in other words, they have matched the criteria. + + +.. image:: media/metrics3.png + :align: center + :alt: Metrics in Odoo Marketing Automation + + +Every time the system runs, updating numbers and triggering actions, it will look at the *Target* +model and check if new records have been added or modified, keeping the flow up-to-date. + + +.. note:: + The filter here is applied to *all* activities. Leads that lose the tag in the meantime will be + excluded from later activities. + + +*Records* is a real-time number, therefore while the workflow is running, changes in opportunity +records can be made - delete, add, adjustment - updating the number of records, but not changing the +number of participants, as the metric *will not* exclude opportunities that have been set as +participants before. It will just add new ones. For this reason, the number of *Records* can be +different from the number of *Participants*. + + +.. tip:: + | You can also have filters applied to activities individually, under *Domain*. A useful feature + to specify an individual filter that will only be performed if the records satisfied both + filters, the activity and its domain one. + | Example: for an activity sending an SMS, you could make sure a phone number is set to + avoid triggering a SMS that would never be sent and crash. + + .. image:: media/metrics4.png + :align: center + :alt: Metrics in Odoo Marketing Automation + +| *Success* is the number of times the searching for participants - that match the filter(s) of that + activity - was performed successfully in relation to the total number of participants. +| If a participant does not match the conditions, it will be added to *Rejected*. + +.. image:: media/metrics5.png + :align: center + :alt: Metrics in Odoo Marketing Automation + +Hovering over the graph, you can see the number of successful and rejected participants, per day, +for the last 15 days. + +.. note:: + Every time a new record is added to the *Target* model, it will be automatically added to the + workflow, and, it will start the workflow from the beginning (parent action). + +.. seealso:: + - :doc:`../overview/automate_actions` + - :doc:`../overview/segment` + - :doc:`../overview/test` diff --git a/marketing_automation/overview.rst b/marketing_automation/overview.rst new file mode 100644 index 000000000..66cb772a4 --- /dev/null +++ b/marketing_automation/overview.rst @@ -0,0 +1,10 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/automate_actions + overview/segment + overview/test \ No newline at end of file diff --git a/marketing_automation/overview/automate_actions.rst b/marketing_automation/overview/automate_actions.rst new file mode 100644 index 000000000..d27374c36 --- /dev/null +++ b/marketing_automation/overview/automate_actions.rst @@ -0,0 +1,59 @@ +====================================== +Automate Actions and Create a Workflow +====================================== +Automated workflows are a sign that you are building intelligent, data-driven, multifaceted +campaigns to enable the delivery of the right message, to the right prospects, at the right time. +It also speeds up processes and creates a seamless experience for employees. + +Segment and create a campaign +============================= +Go to :menuselection:`Campaigns --> Create`. + +| In the example below, the *Marketing Automation* application is fully integrated with *Contacts*. +| But it can also be integrated with other apps like CRM, as long as they are installed in your + database. + + +.. image:: media/auto1.png + :align: center + :alt: Create workflows in Odoo Marketing Automation + + +| Depending on the criteria, the *target model updates itself* while the campaign is running. That + means that every new record that meets the criteria will be added to the workflow. +| Example: a campaign starts for leads that have no salesman assigned. If at some point, those leads + get to have a salesman assigned to it, the campaign will stop running. + + +Create a parent activity and start to build a workflow +====================================================== +Click on *Add new activity*. + + +.. image:: media/auto2.png + :align: center + :alt: Create workflows in Odoo Marketing Automation + +*Trigger* is the field to set for the activity to start to de deployed. + +Adopt an *Expiry Duration* if you would like to stop actions from being executed after a certain +amount of time and in subsequence to the trigger. + +Under *Domain* you can narrow down your target, even more, applying filters for this specific +activity. + + +Add Child Activities +-------------------- +| A *child activity* is an action that will take place based on a condition. +| You can either create or add a child activity if on the previous one: the email was opened or not, + the email was replied or not, the link was clicked or not, the email bounced back. + + +.. image:: media/auto3.png + :align: center + :height: 350 + :alt: Create workflows in Odoo Marketing Automation + +.. seealso:: + - 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*node* (+) - can be added under what is called a *branch* (...). +| To exclude a *node* or a *branch*, click on *Delete node* (x). + + +.. image:: media/filters2.png + :align: center + :alt: Filters in Odoo Marketing Automation + + +Every time a new branch is created, you can choose if you would like the records to match *all* +criteria of the upcoming rules, or *any*, meaning one rule or the other. + + +Use cases +========= + +- **Scenario**: narrow the target down to new opportunities in the pipeline. + + .. image:: media/filters3.png + :alt: Filters in Odoo Marketing Automation + +- **Scenario**: narrow the target down to suppliers. + + .. image:: media/filters4.png + :alt: Filters in Odoo Marketing Automation + +- **Scenario**: narrow the leads down to the ones that contain a certain tag name. + + .. image:: media/filters5.png + :alt: Filters in Odoo Marketing Automation + +- **Scenario**: narrow the target down to the attendees of a specific event that purchase a specific + category of ticket. + + .. image:: media/filters6.png + :alt: Filters in Odoo Marketing Automation + +- **Scenario**: narrow the target down to the employees who have kids. + + .. image:: media/filters7.png + :alt: Filters in Odoo Marketing Automation + +- **Scenario**: narrow the target down to records with a helpdesk ticket solved. + + .. image:: media/filters8.png + :alt: Filters in Odoo Marketing Automation + +.. seealso:: + - :doc:`automate_actions` \ No newline at end of file diff --git a/marketing_automation/overview/test.rst b/marketing_automation/overview/test.rst new file mode 100644 index 000000000..8bf5efaa5 --- /dev/null +++ b/marketing_automation/overview/test.rst @@ -0,0 +1,53 @@ +================================== +Launch a Test and Start a Campaign +================================== +Before starting a campaign, launching a test allows you to run the workflow on a test contact and +view the sequence of events in action, avoiding mistakes. + +Launch a test +============= +| Click on *Launch a test*. +| Once you have selected the test contact, *Run* the parent activity and the subsequent ones as + needed. + *Run* and *Stop* activities individually. To stop the whole workflow click on *Stop*. + + +.. image:: media/test1.png + :align: center + :height: 350 + :alt: Create workflows in Odoo Marketing Automation + + +.. note:: + Launching a test does not add data to your metrics with the purpose of not introducing wrong + inputs to reports. + + +Start and stop a workflow +========================= +Click on *Start* to run the workflow, and on *Stop* to interrupt it. The interruption and new start +can happen at any moment. The current status will be shown on the status bar. + + +.. image:: media/test2.png + :align: center + :alt: Create workflows in Odoo Marketing Automation + + +Participants and their specific workflow +======================================== +*Participants* are all the records that have ever been involved in the campaign. + + +.. image:: media/test3.png + :align: center + :alt: Create workflows in Odoo Marketing Automation + + +If you click on *Participants* and open a record, you will find the specific activities the record +went/are/will go through, as well as when the workflow was triggered to him. If you wish to cancel +an activity click on *Cancel*. + +.. seealso:: + - :doc:`automate_actions` + - :doc:`segment` \ No newline at end of file diff --git a/odoo_sh/getting_started/branches.rst b/odoo_sh/getting_started/branches.rst index bb72d7321..22b776f56 100644 --- a/odoo_sh/getting_started/branches.rst +++ b/odoo_sh/getting_started/branches.rst @@ -409,13 +409,39 @@ Uploads the changes you just added in the *master* branch on your remote reposit SSH --- -Connect to your builds using ssh. +Setup +~~~~~ +In order to use SSH, you have to set up your profile SSH public key (if it is not already done). +To do so, follow these steps: + +#. `Generate a new SSH key + `_ +#. `Copy the SSH key to your clipboard + `_ + (only apply the step 1) +#. Paste the copied content to your profile SSH keys and press "Add" + + .. image:: ./media/SSH-key-pasting.png + :align: center + +#. The key should appear below + + .. image:: ./media/SSH-key-appearing.png + :align: center + +Connection +~~~~~~~~~~ + +To connect to your builds using ssh use the following command in a terminal: .. code-block:: bash $ ssh @ -You can configure your ssh keys in your profile settings in the top-right menu when clicking on your username. +You will find a shortcut for this command into the SSH tab in the upper right corner. + +.. image:: ./media/SSH-panel.png + :align: center Provided you have the :ref:`correct access rights ` on the project, you'll be granted ssh access to the build. diff --git a/odoo_sh/getting_started/create.rst b/odoo_sh/getting_started/create.rst index 732187fb8..fec8257dc 100644 --- a/odoo_sh/getting_started/create.rst +++ b/odoo_sh/getting_started/create.rst @@ -150,7 +150,8 @@ Check your outgoing email servers There is a default mail server provided with Odoo.sh. To use it, there must be no enabled outgoing mail server configured in your database in -:menuselection:`Settings --> Technical --> Outgoing Mail Servers` (Developer mode must be activated). +:menuselection:`Settings --> Technical --> Outgoing Mail Servers` +(:doc:`Developer mode <../../general/developer_mode/activate>` must be activated). After the import of your database, all outgoing email servers are disabled so you use the Odoo.sh email server provided by default. diff --git a/odoo_sh/getting_started/first_module.rst b/odoo_sh/getting_started/first_module.rst index e6fc544ee..6df37e104 100644 --- a/odoo_sh/getting_started/first_module.rst +++ b/odoo_sh/getting_started/first_module.rst @@ -265,11 +265,7 @@ and on your production you would not like your module to be installed automatica Your module may not appear directly in your apps to install either, you need to update your apps list first: -* activate the developer mode from the Settings, - - .. image:: ./media/firstmodule-test-developermode.png - :align: center - +* activate the :doc:`Developer mode <../../general/developer_mode/activate>` * in the apps menu, click the *Update Apps List* button, * in the dialog that appears, click the *Update* button. diff --git a/odoo_sh/getting_started/media/SSH-key-appearing.png b/odoo_sh/getting_started/media/SSH-key-appearing.png new file mode 100644 index 000000000..d56cd2b34 Binary files /dev/null and b/odoo_sh/getting_started/media/SSH-key-appearing.png differ diff --git a/odoo_sh/getting_started/media/SSH-key-pasting.png b/odoo_sh/getting_started/media/SSH-key-pasting.png new file mode 100644 index 000000000..b32d403c4 Binary files /dev/null and b/odoo_sh/getting_started/media/SSH-key-pasting.png differ diff --git a/odoo_sh/getting_started/media/SSH-panel.png b/odoo_sh/getting_started/media/SSH-panel.png new file mode 100644 index 000000000..de4ee214a Binary files /dev/null and b/odoo_sh/getting_started/media/SSH-panel.png differ diff --git a/odoo_sh/getting_started/media/firstmodule-test-developermode.png b/odoo_sh/getting_started/media/firstmodule-test-developermode.png deleted file mode 100644 index ce287ba64..000000000 Binary files a/odoo_sh/getting_started/media/firstmodule-test-developermode.png and /dev/null differ diff --git a/point_of_sale/advanced/media/mercury02.png b/point_of_sale/advanced/media/mercury02.png deleted file mode 100644 index 955d4a790..000000000 Binary files a/point_of_sale/advanced/media/mercury02.png and /dev/null differ diff --git a/point_of_sale/advanced/mercury.rst b/point_of_sale/advanced/mercury.rst index c9d39e456..93457dc71 100644 --- a/point_of_sale/advanced/mercury.rst +++ b/point_of_sale/advanced/mercury.rst @@ -24,15 +24,10 @@ To install Mercury go to :menuselection:`Apps` and search for the Configuration ============= -To configure mercury, you need to activate the developer mode. To do so -go to :menuselection:`Apps --> Settings` and select *Activate the -developer mode*. +To configure mercury, you need to activate the +:doc:`Developer mode <../../general/developer_mode/activate>`. -.. image:: media/mercury02.png - :align: center - -While in developer mode, go to :menuselection:`Point of Sale --> -Configuration --> Mercury Configurations`. +Now, go to :menuselection:`Point of Sale --> Configuration --> Mercury Configurations`. Create a new configuration for credit cards and enter your Mercury credentials. diff --git a/purchase/purchases/rfq/create.rst b/purchase/purchases/rfq/create.rst index 81888c265..9a94cdd30 100644 --- a/purchase/purchases/rfq/create.rst +++ b/purchase/purchases/rfq/create.rst @@ -25,12 +25,6 @@ Select your supplier in the **Vendor** menu, or create it on-the-fly by clicking on **Create and Edit**. In the **Order Date** field, select the date to which you wish to proceed to the actual order. -.. demo:fields:: purchase.purchase_rfq - -.. demo:action:: purchase.purchase_rfq - - View *Request for Quotation* in our Online Demonstration - In **Products**, click on Add an item. Select the product you wish to order in the **Product** menu. Specify the **Quantity** by inserting the number and selecting the unit of measure. In the **Unit Price** field, @@ -40,8 +34,6 @@ expected delivery date in the Scheduled Date field. Click on **Save**, then **Print Rfq** or **Send Rfq by email** (make sure an email address is specified for this supplier or enter a new one). - - .. image:: ./media/image08.png :align: center diff --git a/sales/amazon_connector/manage.rst b/sales/amazon_connector/manage.rst index 3d1349e03..2815892ac 100644 --- a/sales/amazon_connector/manage.rst +++ b/sales/amazon_connector/manage.rst @@ -7,17 +7,10 @@ Synchronization of orders Orders are automatically fetched from Amazon and synchronized in Odoo at regular intervals. The synchronization is based on the Amazon status: only orders whose status has changed since the -last synchronization are fetched from Amazon. - -.. note:: - To force the synchronization of an order whose status has not changed since the last - synchronization, activate the **Developer mode**, navigate to your Amazon account and modify the - date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the - last status change of the order that you wish to synchronize and save. - -For **FBA** (Fulfilled by Amazon), only **Shipped** and **Canceled** orders are fetched. For **FBM** -(Fulfilled by Merchant), the same is done for **Unshipped** and **Canceled** orders. For each -synchronized order, a sales order and a customer are created in Odoo if they are not yet registered. +last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** +and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the same is done for +**Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are +created in Odoo if they are not yet registered. .. note:: If you did not request access to Personally Identifiable Information of your customers in the @@ -28,10 +21,18 @@ synchronized order, a sales order and a customer are created in Odoo if they are When an order is canceled in Amazon and was already synchronized in Odoo, the corresponding sales order is automatically canceled in Odoo. +.. note:: + To force the synchronization of an order whose status has not changed since the last + synchronization, activate the :doc:`Developer mode <../../general/developer_mode/activate>`, + navigate to your Amazon account and modify the date under + :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status + change of the order that you wish to synchronize and save. + .. tip:: - To synchronize immediately the orders of your Amazon account switch to **Developer mode**, head - to your Amazon account and click the button **SYNC ORDERS**. The same can be done with - deliveries by clicking the button **SYNC PICKINGS**. + To synchronize immediately the orders of your Amazon account switch to + :doc:`Developer mode <../../general/developer_mode/activate>`, head to your Amazon account and + click on **SYNC ORDERS**. The same can be done with order cancellations and pickings by clicking + on **SYNC CANCELLATIONS** and **SYNC PICKINGS**. Manage deliveries in FBM ======================== diff --git a/sales/amazon_connector/setup.rst b/sales/amazon_connector/setup.rst index e6473980b..1e7e9447b 100644 --- a/sales/amazon_connector/setup.rst +++ b/sales/amazon_connector/setup.rst @@ -46,7 +46,8 @@ code, a default database product **Amazon Sale** is used. The same is done with **Amazon Shipping** and the shipping code. .. note:: - To modify the default products, activate the **Developer mode** and navigate to + To modify the default products, activate the + :doc:`Developer mode <../../general/developer_mode/activate>` and navigate to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Default Products`. diff --git a/sales/ebay_connector/setup.rst b/sales/ebay_connector/setup.rst index 16b6b6c9a..1b6e44d76 100644 --- a/sales/ebay_connector/setup.rst +++ b/sales/ebay_connector/setup.rst @@ -48,7 +48,7 @@ parallel in existing installations. To switch to the new synchronization mechanism: -#. Enable the Developper Mode by going to :menuselection:`Settings --> Activate the developer mode` +#. Enable the :doc:`Developer mode <../../general/developer_mode/activate>`. #. Go to :menuselection:`Settings --> Technical --> Scheduled Actions` #. Archive the old synchronization actions (both are named *Ebay: update product status*) #. Activate the new synchronization actions (*Ebay: get new orders* which runs every 15min by default and *Ebay: synchronise stock (for 'get new orders' synchronisation)* which runs once a day per default) diff --git a/sales/invoicing/subscriptions.rst b/sales/invoicing/subscriptions.rst index 2ac5292ed..17d4e421a 100644 --- a/sales/invoicing/subscriptions.rst +++ b/sales/invoicing/subscriptions.rst @@ -9,7 +9,7 @@ Make a subscription from a sales order ====================================== From the sales app, create a quotation to the desired customer, and -select the subscription product your previously created. +select the subscription product your previously created from the Subscriptions App. When you confirm the sale the subscription will be created automatically. You will see a direct link from the sales order to the diff --git a/sales/invoicing/time_materials.rst b/sales/invoicing/time_materials.rst index 0c38a04c9..23f280342 100644 --- a/sales/invoicing/time_materials.rst +++ b/sales/invoicing/time_materials.rst @@ -67,7 +67,7 @@ To track & invoice expenses, you will need the expenses app. Go to :menuselection:`Apps --> Expenses` to install it. You should also activate the analytic accounts feature to link expenses -to the sales order, to do so, go to :menuselection:`Invoicing --> +to the sales order, to do so, go to :menuselection:`Accounting --> Configuration --> Settings` and activate *Analytic Accounting*. Add expenses to your sales order diff --git a/sales/products_prices/taxes.rst b/sales/products_prices/taxes.rst index a5928ff2d..dea583896 100644 --- a/sales/products_prices/taxes.rst +++ b/sales/products_prices/taxes.rst @@ -5,9 +5,9 @@ Set taxes .. toctree:: :titlesonly: - ../../accounting/others/taxes/default_taxes - ../../accounting/others/taxes/application - ../../accounting/others/taxes/tax_included - ../../accounting/others/taxes/taxcloud - ../../accounting/others/taxes/B2B_B2C + ../../accounting/fiscality/taxes/default_taxes + ../../accounting/fiscality/taxes/application + ../../accounting/fiscality/taxes/tax_included + ../../accounting/fiscality/taxes/taxcloud + ../../accounting/fiscality/taxes/B2B_B2C diff --git a/sales/send_quotations/terms_and_conditions.rst b/sales/send_quotations/terms_and_conditions.rst index b9d02c4f4..3b8bde652 100644 --- a/sales/send_quotations/terms_and_conditions.rst +++ b/sales/send_quotations/terms_and_conditions.rst @@ -14,7 +14,7 @@ quotation, sales order and invoice. Set up your default terms and conditions ======================================== -Go to :menuselection:`SALES --> Configuration --> Settings` and activate +Go to :menuselection:`Accounting --> Configuration --> Settings` and activate *Default Terms & Conditions*. .. image:: media/terms_and_conditions01.png diff --git a/sms_marketing.rst b/sms_marketing.rst index 3cc6fec38..854169931 100644 --- a/sms_marketing.rst +++ b/sms_marketing.rst @@ -7,7 +7,5 @@ SMS Marketing .. toctree:: :titlesonly: - sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing - sms_marketing/SMS_mkt_integrations_and_template - sms_marketing/SMS_mkt_contact_lists_and_blacklist - sms_marketing/fqapricing.rst \ No newline at end of file + sms_marketing/overview + sms_marketing/pricing \ No newline at end of file diff --git a/sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing.rst b/sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing.rst deleted file mode 100644 index c2a86cbc6..000000000 --- a/sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing.rst +++ /dev/null @@ -1,77 +0,0 @@ -=============================================== -Build, send and get reports from a SMS mailing -=============================================== - -Why to use SMS? -Using SMS Marketing as part of my communication strategies can empower me to expand my markets, considering that in some countries emails are not very used or used at all. It also helps to boost my conversion rate, as this strategy has a high open-rate percentage among people who use smartphones - people usually don’t keep unread SMSs! - -With Odoo’s SMS Marketing app you can plan, organize, schedule and keep track of your mailings with its easy to use interface. - - -Install the app -=============== - -Go to *Apps*, search for *SMS Marketing* and click on *Install*. - -Build an SMS mailing -==================== - -Go to :menuselection:`SMS Marketing --> Create`. - -.. image:: ./media/sms_marketing1.png - :align: center - -First, I’ll be able to specify a *subject* name that will help me to remember what the mailing is about. -Under *recipients*, I’ll choose to whom I’d like the SMS to be sent. If I choose *Contact*, all my Odoo contacts (vendor, customers, etc.) will receive my SMS. -From there, I can refine my recipient list with the *add filter* option. In the example below, I choose to send it to my contacts living in Belgium. - -.. image:: ./media/sms_marketing2.png - :align: center - -The *Mailing list* option, on the other hand, allows me to choose mailing lists I’ve created with specific contacts or people who have subscribed to my Newsletters, or both! I’m allowed to select more than one *Mailing list*. - -.. image:: ./media/sms_marketing3.png - :align: center - -Under the *SMS Content* tab, links can be included and Odoo will automatically generate *link trackers*. Thank to those, I’ll be able to get data about those links. - -On *Settings* I have the option *include opt-out link* available. If activated, the contact will be able to unsubscribe from the mailing list he’s not interested in anymore. - -.. image:: ./media/sms_marketing4.png - :align: center - -.. tip:: in the *Link Tracker* menu under *Configuration*, I can see the history of my sent links, access them and look at statistics. - -.. image:: ./media/sms_marketing5.png - :align: center - -.. note:: Double-check that you have the phone number of your contacts saved! - - -Sending my mailing -================== - -.. image:: ./media/sms_marketing6.png - -Once I have my mailing created, I must choose when I would like it to be delivered: - -- **Put in queue**: the mailing will be triggered with the next automatic run. Interesting option if I don’t mind when the triggering will happen. -- **Send now**: sends the message immediately. Advised to use this option if there are not that many recipients. -- **Schedule**: allows me to choose a day and time. Best option for mailings that I would like to send during a specific event, to promote an offer while it is active or to simply plan my content strategy in advance. -- **Test**: allows me to send an SMS to one or multiple numbers for test purposes. Check, for example, if the link provided lands on the right page while making sure they are responsive. If sending it to multiple numbers, I must remember to use a comma between them. - - -Visualize reports -================= -On the *Reporting* menu, with just a few clicks, I am capable of applying filters, measures and adopt different layouts to do an analysis of the performance of my SMS mailings. - -.. image:: ./media/sms_marketing7.png - :align: center - -.. tip:: I can also check the price to send an SMS on your country when clicking on the *information* icon when creating a new SMS. - -.. image:: ./media/sms_marketing8.png - :align: center - -.. note:: **Buy Credits!** - In order to take advantage of the app and its features, make sure you’ve purchased credits. For more information on that access: :doc:`../sms_marketing/fqapricing` \ No newline at end of file diff --git a/sms_marketing/SMS_mkt_contact_lists_and_blacklist.rst b/sms_marketing/SMS_mkt_contact_lists_and_blacklist.rst deleted file mode 100644 index 7f429eb3c..000000000 --- a/sms_marketing/SMS_mkt_contact_lists_and_blacklist.rst +++ /dev/null @@ -1,34 +0,0 @@ -================================== -Contact lists and Blacklist -================================== - -Contact lists -================================== -Creating my own list of contacts, or importing it, is useful when I want to create specific groups of people, such as the subscribers of my newsletter. It is also the best way to get started if I am coming from another system and already have built an audience. It makes the SMS distribution a lot easier. - -Go to :menuselection:`Contacts lists --> Contacts lists --> Create`. -I’ll choose a name for my *Mailing list*, and activate the option *Public* if I would like to make the mailing list accessible to my recipients in the unsubscription page to allow them to update their subscription preferences. - -Once inside the list, I can again *Create* or *Import* contacts for that specific list. - -.. image:: ./media/sms_marketing9.png - :align: center - -History with the Log Notes ------------------------------ -A record of the mailings sent is kept in the chatter of the recipient (whether it is a contact or an opportunity, for example). - -.. image:: ./media/sms_marketing10.png - :align: center - -This is important as I and my team can easily keep track and see a history of interactions with my contacts or prospects, granting me the ability to better understand them. -Example: my sales representative can easily find out which SMS mailing promotions a customer has received or not. - - -Blacklist -================================== -If I’m coming from another software and have a list of clients who have already asked to be blacklisted from my news, I can import those entries in my database. -For that, I’ll go to :menuselection:`Configuration --> Phone Blacklist --> Import`. - -.. image:: ./media/sms_marketing11.png - :align: center \ No newline at end of file diff --git a/sms_marketing/SMS_mkt_integrations_and_template.rst b/sms_marketing/SMS_mkt_integrations_and_template.rst deleted file mode 100644 index 14a28ca6d..000000000 --- a/sms_marketing/SMS_mkt_integrations_and_template.rst +++ /dev/null @@ -1,68 +0,0 @@ -================================== -Integrations and Templates -================================== -Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a reminder of events or issued invoices to your costumers, for example. -As you know, one of the biggest benefits of using Odoo is the capability of the apps to be integrated. -With the SMS Marketing app isn’t different! - -Organize Email Marketing and SMS campaigns -=========================================== -First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing -app --> Configuration --> Settings --> activate the option Mailing Campaigns`. - -.. image:: ./media/sms_marketing12.png - :align: center - -Now, I’ll also have the menu *Campaigns* included in my *SMS Marketing* page, allowing me to have an overview of my SMS mailings and my email marketing ones. - -.. image:: ./media/sms_marketing13.png - :align: center - -This feature is especially useful if I have aggregated campaigns, as I have a global reporting view. In addition to that, I can create stages in my kanban view to better organize the work being done. - -.. image:: ./media/sms_marketing14.png - :align: center - -Sending SMSs through the Contacts app -====================================== -Sending SMSs through the contact’s form is available by default in Odoo. It makes my work easier if I need to send an SMS to a specific contact, for example. -For that, I’ll go to the *Contacts* app, select the contact and click on the *SMS* icon next to the phone number. - -.. image:: ./media/sms_marketing15.png - :align: center - -If I’d like to send a message in a batch here, I could go to :menuselection:`List View --> select -all the contacts --> Action --> Send SMS`. - -.. image:: ./media/sms_marketing16.png - :align: center - -Set up SMS Templates -================================== -To set up *SMS Templates*, I’ll go to the *Settings* app and activate the *developer mode*. Now, -back to *Settings* app, I’ll go to :menuselection:`Technical --> Phone/SMS section --> -SMS Templates` and create the content I need. - -.. image:: ./media/sms_marketing17.png - :align: center - -.. image:: ./media/sms_marketing18.png - :align: center - -.. tip:: Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context. - -.. note:: - - SMS Text Messaging is available throughout Odoo! Here are some of our extra notable integrations: - - - *CRM*: send SMSs to your leads and opportunities. - - *Subscription*: alert customers about their subscription. - - *Accounting*: send payment reminders. - - *Marketing Automation*: automate your SMS marketing campaigns. - - *Inventory*: send an automatic confirmation when a delivery order is done. - - *Sign*: receive a validation code to verify your identity before signing a document online. - - *SEPA debit payment provider*: send a verification code to your customers. - - *Studio*: send an SMS according to your needs by using automated actions. - -For more information about SMS integrations in Odoo and a list of frequently asked questions, go to `Pricing and FQA `__. - diff --git a/sms_marketing/fqapricing.rst b/sms_marketing/fqapricing.rst deleted file mode 100644 index df005bc19..000000000 --- a/sms_marketing/fqapricing.rst +++ /dev/null @@ -1,92 +0,0 @@ -====================== -SMS Pricing and FAQ -====================== - -Pricing -================================== -SMS Text Messaging is an In-App Purchase (IAP) service which requires prepaid credits to work. -The price of an SMS depends on the destination and the length of the message. With 1 credit, I can -send up to 92 SMSs. - -**For more information, please consult our FAQ page**: -`Odoo SMS - FAQ `_ - -To buy credits I will go to :menuselection:`Settings --> Buy Credits` (under *Send SMS*); or go to -:menuselection:`Settings --> View my Services` (under *Odoo IAP*). - -.. image:: media/fqa1.png - :align: center -.. image:: media/fqa2.png - :align: center - -.. tip:: - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial - credits to test the feature. - -FAQ -================================== -**Is there an expiration time for my credits?** - -No, your credits won’t expire. - -**Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in front -of the field “phone”?** - -Only if that phone number supports SMS (e.g. SIP phones). - -**Do I receive an invoice to buy my credits?** - -Yes. - -**Can the recipient answer to me?** - -No, it is not possible to reply to the SMS. - -**What happens if I send multiple SMS but I do not have enough credits to send them all?** - -The whole transaction is counted as a single one, so no SMS will be sent until you have enough -credits to send them all. - -**Do I have a history of the sent SMSs?** - -Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete -history of SMS sent is available under :menuselection:`Settings --> Activate the developer mode --> -Technical --> SMS`. - -**Can I send as many SMSs I want at once?** - -Yes, if you have enough credits. - -**If I have a number that does not exist in the list of recipients, will I lose credits?** - -Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is sent -to the wrong person or to a fake number, the credit will be lost. - -**What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a -festival)?** - -The SMS will not be delivered to that kind of number, so you won’t be charged. - -**Can I identify the numbers that do not exist when I send several SMSs?** - -Only the ones that have an invalid format. - -**How does the GDPR regulation affect this service?** - -Please find our Privacy Policy here: `Odoo IPA Purchase Privacy Policy -`__ - -**How many types of SMS exist and how many characters make 1 SMS?** - -There are 2 types of SMS message: - -*Standard* (GSM-7): contains only characters from the GSM-7 set, which can be seen in the following -picture. - -.. image:: media/fqa3.png - :align: center - -*Unicode*: contains at least one character that is not in the previous table. -For Standard SMS the size limit is 160 characters, and for Unicode is 70. Above these limits, the -content is divided into a multi-part message. The system will inform you in real-time about the -number of SMS your message represents. diff --git a/sms_marketing/media/fqa1.png b/sms_marketing/media/fqa1.png deleted file mode 100644 index df36c9d09..000000000 Binary files a/sms_marketing/media/fqa1.png and /dev/null differ diff --git a/sms_marketing/media/sms_marketing1.png b/sms_marketing/media/sms_marketing1.png deleted file mode 100644 index 408f4b47c..000000000 Binary files a/sms_marketing/media/sms_marketing1.png and /dev/null differ diff --git a/sms_marketing/media/sms_marketing16.png b/sms_marketing/media/sms_marketing16.png deleted file mode 100644 index 7a14bd735..000000000 Binary files a/sms_marketing/media/sms_marketing16.png and /dev/null differ diff --git a/sms_marketing/overview.rst b/sms_marketing/overview.rst new file mode 100644 index 000000000..9a5d8e88d --- /dev/null +++ b/sms_marketing/overview.rst @@ -0,0 +1,10 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/integrations_and_template + overview/sms_mailing_reports + overview/contact_lists_and_blacklist diff --git a/sms_marketing/overview/contact_lists_and_blacklist.rst b/sms_marketing/overview/contact_lists_and_blacklist.rst new file mode 100644 index 000000000..f5ab90ed7 --- /dev/null +++ b/sms_marketing/overview/contact_lists_and_blacklist.rst @@ -0,0 +1,43 @@ +=========================== +Contact lists and Blacklist +=========================== +Creating your own list of contacts, or importing it, is useful when you want to create specific +groups of people, such as the subscribers of your newsletter. It is also the best way to get started +if you are coming from another system and already have built an audience. It makes the SMS +distribution a lot easier. + + +Contact lists +============= +| Go to :menuselection:`Contacts lists --> Contacts lists --> Create`. +| Choose a name for your *Mailing list*, and activate the option *Public* if you would like to make + the mailing list accessible to your recipients in the unsubscription page to allow them to update + their subscription preferences. +| Once inside the list, you can again *Create* or *Import* contacts for that specific list. + +.. image:: ./media/sms_marketing9.png + :align: center + +History with the Log Notes +-------------------------- +A record of the mailings sent is kept in the chatter of the recipient (whether it is a contact or +an opportunity, for example). + +.. image:: ./media/sms_marketing10.png + :align: center + :height: 300 + +| This is important as you and your team can easily keep track and see a history of interactions + with your contacts or prospects, granting you the ability to better understand them. +| Example: your sales representative can easily find out which SMS mailing promotions a customer has + received or not. + + +Blacklist +========= +| If you are coming from another software and have a list of clients who have already asked to be + blacklisted, you can import those entries in your database. +| For that, go to :menuselection:`Configuration --> Phone Blacklist --> Import`. + +.. image:: ./media/sms_marketing11.png + :align: center \ No newline at end of file diff --git a/sms_marketing/overview/integrations_and_template.rst b/sms_marketing/overview/integrations_and_template.rst new file mode 100644 index 000000000..15eb5aa57 --- /dev/null +++ b/sms_marketing/overview/integrations_and_template.rst @@ -0,0 +1,76 @@ +========================== +Integrations and Templates +========================== +Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a +reminder of events or issued invoices to your costumers, for example. + + +Organize Email Marketing and SMS Campaigns +========================================== +First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing +app --> Configuration --> Settings --> activate the option Mailing Campaigns`. + +.. image:: ./media/sms_marketing12.png + :align: center + +Now, you will also have the menu *Campaigns* included in your *SMS Marketing* page, allowing you +to have an overview of your SMS mailings and your email marketing ones. + +.. image:: ./media/sms_marketing13.png + :align: center + +This feature is especially useful if you have aggregated campaigns, as you have a global reporting +view. In addition to that, you can create stages in your kanban view to better organize the work +being done. + +.. image:: ./media/sms_marketing14.png + :align: center + +Sending SMSs through the Contacts app +===================================== +| Sending SMSs through the contact’s form is available by default in Odoo. It makes your work easier + if you need to send an SMS to a specific contact, for example. +| For that, go to the *Contacts* app, select the contact and click on the *SMS* icon next to the + phone number. + +.. image:: ./media/sms_marketing15.png + :align: center + +If you would like to send a message in a batch here, you could go to +:menuselection:`List View --> select all the contacts --> Action --> Send SMS`. + +.. image:: ./media/sms_marketing16.png + :align: center + + +Set up SMS Templates +==================== +To set up *SMS Templates*, activate +the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to +:menuselection:`Technical --> Phone/SMS section --> SMS Templates`. + +.. image:: ./media/sms_marketing17.png + :align: center + +.. image:: ./media/sms_marketing18.png + :align: center + +.. tip:: + Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context. + +.. note:: + SMS Text Messaging is available throughout Odoo! Here are some of our extra notable integrations: + + - *CRM*: send SMSs to your leads and opportunities. + - *Subscription*: alert customers about their subscription. + - *Accounting*: send payment reminders. + - *Marketing Automation*: automate your SMS marketing campaigns. + - *Inventory*: send an automatic confirmation when a delivery order is done. + - *Sign*: receive a validation code to verify your identity before signing a document online. + - *SEPA debit payment provider*: send a verification code to your customers. + - *Studio*: send an SMS according to your needs by using automated actions. + +.. tip:: + For more information about SMS integrations in Odoo and a list of frequently asked questions, + go to :doc:`../pricing/pricing_and_faq`. + diff --git a/sms_marketing/overview/media/sms_marketing1.png b/sms_marketing/overview/media/sms_marketing1.png new file mode 100644 index 000000000..baf8b22f0 Binary files /dev/null and b/sms_marketing/overview/media/sms_marketing1.png 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to sms_marketing/overview/media/sms_marketing9.png diff --git a/sms_marketing/overview/sms_mailing_reports.rst b/sms_marketing/overview/sms_mailing_reports.rst new file mode 100644 index 000000000..309370c0c --- /dev/null +++ b/sms_marketing/overview/sms_mailing_reports.rst @@ -0,0 +1,99 @@ +=============================================== +Build, Send and Get Reports from a SMS Mailing +=============================================== +Using SMS Marketing as part of your communication strategies can empower you to expand your markets, +considering that in some countries emails are not very used or used at all. It also helps to boost +conversion rates, as this strategy has a high open-rate percentage among people who use +smartphones - people usually don’t keep unread SMSs! + + +Install the app +=============== + +Go to *Apps*, search for *SMS Marketing* and click on *Install*. + +Build an SMS mailing +==================== + +Go to :menuselection:`SMS Marketing --> Create`. + +.. image:: ./media/sms_marketing1.png + :align: center + +| First, you will be able to specify a *subject* name that will help you to remember what the + mailing is about. +| Under *recipients*, choose to whom you would like the SMS to be sent. If you choose *Contact*, + all your Odoo contacts (vendor, customers, etc.) will receive your SMS. +| From there, you can refine your recipient list with the *add filter* option. In the example below, + the message will be sent to contacts living in Belgium. + + +.. image:: ./media/sms_marketing2.png + :align: center + +The *Mailing list* option, on the other hand, allows you to choose mailing lists you ve created with +specific contacts or people who have subscribed to your Newsletters, or both! +Note that you are allowed to select more than one *Mailing list*. + +.. image:: ./media/sms_marketing3.png + :align: center + +| Under the *SMS Content* tab, links can be included and Odoo will automatically generate + *link trackers*. Thank to those, you will be able to get data about those links. + +| On *Settings* you have the option *include opt-out link* available. If activated, the contact + will be able to unsubscribe from the mailing list he is not interested in anymore. + +.. image:: ./media/sms_marketing4.png + :align: center + :width: 450 + +.. tip:: + In the *Link Tracker* menu under *Configuration*, you can see the history of your sent links, + access them and look at statistics. + + .. image:: ./media/sms_marketing5.png + :align: center + +.. note:: + Double-check that you have the phone number of your contacts saved. + + +Sending my mailing +================== + +.. image:: ./media/sms_marketing6.png + +Once you have your mailing created, you must choose when you would like it to be delivered: + +- Put in queue: the mailing will be triggered with the next automatic run. Interesting option + if you do not mind when the triggering will happen. +- Send now: sends the message immediately. Advised to use this option if there are not that + many recipients. +- Schedule: allows you to choose a day and time. Best option for mailings that you would like to + send during a specific event, to promote an offer while it is active or to simply plan your + content strategy in advance. +- Test: allows you to send an SMS to one or multiple numbers for test purposes. Check, for + example, if the link provided lands on the right page while making sure they are responsive. If + sending it to multiple numbers, you must remember to use a comma between them. + + +Visualize reports +================= +On the *Reporting* menu, with just a few clicks, you are capable of applying filters, measures and +adopt different layouts to do an analysis of the performance of your SMS mailings. + +.. image:: ./media/sms_marketing7.png + :align: center + +.. tip:: + You can also check the price to send an SMS on your country when clicking on the + *information* icon when creating a new SMS. + + .. image:: ./media/sms_marketing8.png + :align: center + +.. note:: + **Buy Credits!** + In order to take advantage of the app and its features, make sure you have purchased credits. + For more information on that access: :doc:`../pricing/pricing_and_faq` diff --git a/sms_marketing/pricing.rst b/sms_marketing/pricing.rst new file mode 100644 index 000000000..8c938fedc --- /dev/null +++ b/sms_marketing/pricing.rst @@ -0,0 +1,8 @@ +=============== +Pricing and FAQ +=============== + +.. toctree:: + :titlesonly: + + pricing/pricing_and_faq \ No newline at end of file diff --git a/sms_marketing/media/fqa3.png b/sms_marketing/pricing/media/faq1.png similarity index 100% rename from sms_marketing/media/fqa3.png rename to sms_marketing/pricing/media/faq1.png diff --git a/sms_marketing/pricing/media/faq2.png b/sms_marketing/pricing/media/faq2.png new file mode 100644 index 000000000..b53c79681 Binary files /dev/null and b/sms_marketing/pricing/media/faq2.png differ diff --git a/sms_marketing/pricing/media/faq3.png b/sms_marketing/pricing/media/faq3.png new file mode 100644 index 000000000..6654c46bb Binary files /dev/null and b/sms_marketing/pricing/media/faq3.png differ diff --git a/sms_marketing/media/fqa2.png b/sms_marketing/pricing/media/faq4.png similarity index 100% rename from sms_marketing/media/fqa2.png rename to sms_marketing/pricing/media/faq4.png diff --git a/sms_marketing/pricing/pricing_and_faq.rst b/sms_marketing/pricing/pricing_and_faq.rst new file mode 100644 index 000000000..f9dc31585 --- /dev/null +++ b/sms_marketing/pricing/pricing_and_faq.rst @@ -0,0 +1,130 @@ +=================== +SMS Pricing and FAQ +=================== + +What do I need to send SMSs? +============================ +SMS Text Messaging is an In-App Purchase (IAP) service that *requires prepaid credits* to work. + + +How many types of SMSs are there? +================================= +There are 2 types: GSM7 and UNICODE. + +**GSM7** is the standard format, with a limit of 160 characters per message, that includes the +following characters: + + +.. image:: media/faq1.png + :align: center + :alt: GSM7 in Odoo SMS Marketing + + +**UNICODE** is the format applied if a special character, that *is not* in the GSM7 list, is used. +Limit per SMS: 70 characters. + +.. note:: + For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. *Above these limits, the + content is divided into a multi-part message* and the limit of characters is lowered to 153 for + GSM7 and to 67 for Unicode. The system will inform you in real-time about the number of SMS your + message represents. + + +How much does it cost to send an SMS? +===================================== +| The price of an SMS depends on the destination and the length (number of characters) of the message. +| To see the **price per country, + please consult**: `Odoo SMS - FAQ `_. + +The number of SMSs a message represents will be always available to you in your database. + + +.. image:: media/faq2.png + :align: center + :height: 300 + :alt: SMS pricing and FAQ Odoo SMS Marketing + + +How do I buy credits? +===================== +Go to :menuselection:`Settings --> Buy Credits`. + + +.. image:: media/faq3.png + :alt: SMS pricing and FAQ Odoo SMS Marketing + + +Or go to :menuselection:`Settings --> View my Services`. + + +.. image:: media/faq4.png + :alt: SMS pricing and FAQ Odoo SMS Marketing + + +.. tip:: + If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial + credits to test the feature. + + +More common questions +===================== + +#. **Is there an expiration time for my credits?** + + No, credits do not expire. + + +#. **Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in + front of the field “phone”?** + + Only if that phone number supports SMS (e.g. SIP phones). + + +#. **Do I receive an invoice to buy my credits?** + + Yes. + + +#. **Can the recipient answer to me?** + + No, it is not possible to reply to the SMS. + + +#. **What happens if I send multiple SMS but I do not have enough credits to send them all?** + + The whole transaction is counted as a single one, so no SMS will be sent until you have enough + credits to send them all. + + +#. **Do I have a history of the sent SMSs?** + + Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete + history of the SMSs sent is available on + :doc:`Developer mode <../../general/developer_mode/activate>` under + :menuselection:`Technical --> SMS`. + + +#. **Can I send as many SMSs I want at once?** + + Yes, if you have enough credits. + + +#. **If I have a number that does not exist in the list of recipients, will I lose credits?** + + Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is + sent to the wrong person or to a fake number, the credit will be lost. + + +#. **What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a festival)?** + + The SMS will not be delivered to that kind of number, so you won’t be charged. + + +#. **Can I identify the numbers that do not exist when I send several SMSs?** + + Only the ones that have an invalid format. + + +#. **How does the GDPR regulation affect this service?** + + Please find our `Privacy Policy here `__. diff --git a/social_marketing/social_marketing/social_marketing.rst b/social_marketing/social_marketing/social_marketing.rst index 6a67af548..540031ce3 100644 --- a/social_marketing/social_marketing/social_marketing.rst +++ b/social_marketing/social_marketing/social_marketing.rst @@ -92,8 +92,8 @@ Configure your own Facebook and Twitter developer accounts By default, the Social application is already configured with a Facebook and Twitter developer accounts but you can use your own if necessary. -Activate the developer mode, go to :menuselection:`Configuration --> Settings` and enter -your own API keys. +Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, and enter your +own API keys. .. image:: media/social_marketing05.png :align: center diff --git a/website/optimize/seo.rst b/website/optimize/seo.rst index f306c0246..117850204 100644 --- a/website/optimize/seo.rst +++ b/website/optimize/seo.rst @@ -480,10 +480,10 @@ page. As these files are shared across all pages, further clicks by the same visitor will not load any other Javascript resource. .. note:: - If you work in debug mode, the CSS and Javascript are neither - concatenated, nor minified. Thus, it's much slower. But it allows you to - easily debug with the Chrome debugger as CSS and Javascript resources - are not transformed from their original versions. + If you work on :doc:`Developer mode <../../general/developer_mode/activate>`, the CSS and + Javascript are neither concatenated, nor minified. Thus, it's much slower. But it allows you to + easily debug with the Chrome debugger as CSS and Javascript resources are not transformed from + their original versions. CDN --- @@ -638,8 +638,7 @@ It means that all robots are allowed to index your website and there is no other indexing rule than specified in the sitemap to be found at following address. -You can customize the file *robots* in developer mode from -*Settings --> Technical --> User Interface --> Views* -(exclude robots, exclude some pages, redirect to a custom Sitemap). -Make the Model Data of the view *Non Updatable* to not reset the -file after system upgrades. +You can customize the file *robots* in +:doc:`Developer mode <../../general/developer_mode/activate>` from *Settings --> Technical --> +User Interface --> Views* (exclude robots, exclude some pages, redirect to a custom Sitemap). +Make the Model Data of the view *Non Updatable* to not reset the file after system upgrades.