[MOV] documentation structure reorganization

This commit aims to improve the documentation's navigability by
redefining some categories' purposes and titles.

There is a redirection rule for each documentation page moved.
This ensures that users won't have a 404 error message.

task-3217827

closes odoo/documentation#8061

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan Castillo (jcs) 2024-03-04 12:02:08 +01:00
parent 41b3bd3bc9
commit 10cd2a061b
562 changed files with 644 additions and 643 deletions

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:hide-page-toc:
:show-toc:
====================
Install and Maintain
====================
===================
Database management
===================
These guides provide instructions on how to install, maintain and upgrade Odoo databases.
.. seealso::
:doc:`History of Versions <administration/maintain/supported_versions>`
:doc:`History of Versions <administration/supported_versions>`
Installation
============
Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
all.
- :doc:`Online <administration/odoo_online>` is the easiest way to use Odoo in production or to try it.
- :doc:`Packaged installers <administration/on_premise/packages>` are suitable for testing Odoo and
developing modules. They can be used for long-term production with additional deployment and
maintenance work.
- :doc:`Source install <administration/on_premise/source>` provides greater flexibility, as it
allows, for example, running multiple Odoo versions on the same system. It is adequate to develop
modules and can be used as a base for production deployment.
- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
deployment.
.. _install/editions:
Editions
========
There are two different editions.
**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
Enterprise is built.
**Odoo Enterprise** is the shared source version of the software, giving access to more
functionalities, including functional support, upgrades, and hosting. `Pricing
<https://www.odoo.com/pricing-plan>`_ starts from one app free.
.. tip::
:doc:`Switch from Community to Enterprise <administration/on_premise/community_to_enterprise>` at
any time (except for the source install).
.. toctree::
:titlesonly:
administration/install
administration/maintain
administration/upgrade
administration/hosting
administration/odoo_online
administration/odoo_sh
administration/on_premise
administration/upgrade
administration/neutralized_database
administration/supported_versions
administration/odoo_accounts

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=======================
=======
Hosting
=======
.. _hosting/change-solution:
Change hosting solution
=======================

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:show-content:
=======
Install
=======
Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
all.
- :doc:`Online <install/online>` is the easiest way to use Odoo in production or to try it.
- :doc:`Packaged installers <install/packages>` are suitable for testing Odoo and developing
modules. They can be used for long-term production with additional deployment and maintenance
work.
- :doc:`Source install <install/source>` provides greater flexibility, as it allows, for example,
running multiple Odoo versions on the same system. It is adequate to develop modules and can be
used as a base for production deployment.
- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
deployment.
.. _install/editions:
Editions
========
There are two different editions.
**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
Enterprise is built.
**Odoo Enterprise** is the shared source version of the software, giving access to more
functionalities, including functional support, upgrades, and hosting. `Pricing
<https://www.odoo.com/pricing-plan>`_ starts from one app free.
.. tip::
:doc:`Switch from Community to Enterprise <maintain/enterprise>` at any time (except for the
source install).
.. toctree::
install/online
install/packages
install/source
install/deploy
install/cdn
install/email_gateway
install/geo_ip

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@ -1,21 +0,0 @@
======
Online
======
Online instances are accessed using any web browser and do not require a local installation.
Demo
----
To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
registration is required, but each instance only lives for a few hours.
Odoo Online
-----------
`Odoo Online <https://www.odoo.com/trial>`_ provides private instances which are fully managed and
hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
customizations that don't require code.
.. note::
Odoo Online is incompatible with custom modules or the Odoo App Store.

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@ -1,19 +0,0 @@
:nosearch:
========
Maintain
========
.. toctree::
maintain/domain_names
maintain/azure_oauth
maintain/google_oauth
maintain/mailjet_api
maintain/update
maintain/enterprise
maintain/hosting_changes
maintain/odoo_online
maintain/on_premise
maintain/neutralized_database
maintain/supported_versions

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========================
Odoo.com account changes
========================
=================
Odoo.com accounts
=================
This documentation is dedicated to edits made to an Odoo.com account. The following processes
describe how to delete an Odoo.com account, and how to change the password on an Odoo.com account.

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@ -1,6 +1,21 @@
===============================
Odoo Online database management
===============================
===========
Odoo Online
===========
`Odoo Online <https://www.odoo.com/trial>`_ provides private databases which are fully managed and
hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
customizations that don't require code.
.. note::
Odoo Online is incompatible with custom modules or the Odoo App Store.
Odoo Online databases are accessed using any web browser and do not require a local installation.
To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
registration is required, but each instance only lives for a few hours.
Database management
===================
To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
as the database administrator.
@ -69,7 +84,8 @@ Download a ZIP file containing a backup of the database.
Domain names
============
Use a custom :doc:`domain name <domain_names>` to access the database via another URL.
Use a custom :doc:`domain name </applications/websites/website/configuration/domain_names>` to
access the database via another URL.
.. tip::
You can :ref:`register a domain name for free <domain-name/register>`.
@ -129,5 +145,5 @@ users, click :guilabel:`Add more users`.
To remove users, select them and click :guilabel:`Remove`.
.. seealso::
- :doc:`/applications/general/users/manage_users`
- :doc:`/applications/general/users/odoo_account`
- :doc:`/applications/general/users`
- :doc:`odoo_accounts`

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@ -91,7 +91,7 @@ Import your database
====================
You can import your database in your Odoo.sh project as long as it is in a :doc:`supported version
</administration/maintain/supported_versions>` of Odoo.
</administration/supported_versions>` of Odoo.
Push your modules in production
-------------------------------
@ -202,4 +202,4 @@ therefore removed, as you can only have one database linked per subscription.
If you plan to make it your production, unlink your former database from the subscription, and
register the newly imported database. Read the :doc:`database registration documentation
<../../maintain/on_premise>` for instructions.
<../../on_premise>` for instructions.

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@ -85,7 +85,7 @@ From the Odoo.sh editor, in a terminal:
$ odoo-bin scaffold my_module ~/src/user/
Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`:
Or, from your computer, if you have an :doc:`installation of Odoo <../../on_premise/source>`:
.. code-block:: bash

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@ -1,6 +1,8 @@
==============================
On-premise database management
==============================
:show-content:
==========
On-premise
==========
Register a database
===================
@ -19,7 +21,6 @@ If you are unable to register your database, you will likely encounter this
message:
.. image:: on_premise/error_message_sub_code.png
:align: center
:alt: Something went wrong while registering your database, you can try again or contact Odoo
Help
@ -42,13 +43,11 @@ Solutions
<https://accounts.odoo.com/my/subscription>`__ with the button "Unlink database"
.. image:: on_premise/unlink_single_db.png
:align: center
A confirmation message will appear; make sure this is the correct database as
it will be deactivated shortly:
.. image:: on_premise/unlink_confirm_enterprise_edition.png
:align: center
* Do you have the updated version of Odoo 9?
@ -61,7 +60,6 @@ Solutions
specifying which database is problematic:
.. image:: on_premise/unlink_db_name_collision.png
:align: center
In this case, you need to change the UUID on your test databases to solve this
issue. You will find more information about this in :ref:`this section <duplicate_premise>`.
@ -89,7 +87,6 @@ If you have more users in your local database than provisionned in your
Odoo Enterprise subscription, you may encounter this message:
.. image:: on_premise/add_more_users.png
:align: center
:alt: This database will expire in X days, you have more users than your subscription allows
@ -117,7 +114,6 @@ If your database reaches its expiration date before your renew your subscription
you will encounter this message:
.. image:: on_premise/database_expired.png
:align: center
:alt: This database has expired.
This **blocking** message appears after a non-blocking message that lasts 30 days.
@ -147,7 +143,6 @@ server (<odoo-server>/web/database/manager). In this page, you can easily
duplicate your database (among other things).
.. image:: on_premise/db_manager.gif
:align: center
When you duplicate a local database, it is **strongly** advised to change
the duplicated database's uuid (Unniversally Unique Identifier), since this
@ -165,4 +160,13 @@ use the unix command ``uuidgen`` to generate a new uuid. You can then simply rep
other record by clicking on it and using the edit button.
.. image:: on_premise/db_uuid.png
:align: center
.. toctree::
on_premise/packages
on_premise/source
on_premise/update
on_premise/deploy
on_premise/email_gateway
on_premise/geo_ip
on_premise/community_to_enterprise

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@ -11,8 +11,8 @@ In any case the basic guidelines are:
* Backup your community database
.. image:: enterprise/db_manager.png
:class: img-fluid
.. image:: community_to_enterprise/db_manager.png
:class: img-fluid
* Shutdown your server
@ -22,8 +22,8 @@ In any case the basic guidelines are:
* Enter your Odoo Enterprise Subscription code
.. image:: enterprise/enterprise_code.png
:class: img-fluid
.. image:: community_to_enterprise/enterprise_code.png
:class: img-fluid
On Linux, using an installer
============================
@ -61,7 +61,7 @@ have your own favourite. You may need to adapt sections to your usual workflow.
* Shutdown your server
* Backup your community database
* Update the ``--addons-path`` parameter of your launch command (see :doc:`../install/source`)
* Update the ``--addons-path`` parameter of your launch command (see :doc:`../on_premise/source`)
* Install the web_enterprise module by using
.. code-block:: console
@ -82,7 +82,7 @@ On Windows
* Uninstall Odoo Community (using the Uninstall executable in the installation folder) -
PostgreSQL will remain installed
.. image:: enterprise/windows_uninstall.png
.. image:: community_to_enterprise/windows_uninstall.png
:class: img-fluid
* Launch the Odoo Enterprise Installer and follow the steps normally. When choosing
@ -90,8 +90,8 @@ On Windows
(this folder still contains the PostgreSQL installation).
Uncheck ``Start Odoo`` at the end of the installation
.. image:: enterprise/windows_setup.png
:class: img-fluid
.. image:: community_to_enterprise/windows_setup.png
:class: img-fluid
* Using a command window, update your Odoo Database using this command (from the Odoo
installation path, in the server subfolder)

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@ -3,7 +3,7 @@ System configuration
====================
This document describes basic steps to set up Odoo in production or on an
internet-facing server. It follows :doc:`installation <../install>`, and is
internet-facing server. It follows :doc:`installation <../on_premise>`, and is
not generally necessary for a development systems that is not exposed on the
internet.

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@ -1,6 +1,6 @@
======
Source
======
==============
Source install
==============
The source 'installation' is not about installing Odoo but running it directly from the source
instead.
@ -479,7 +479,7 @@ http://localhost:8069 in a web browser and log into the Odoo database with the b
account: use `admin` as the email and, again, `admin` as the password.
.. tip::
- From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`.
- From there, create and manage new :doc:`users <../../applications/general/users>`.
- The user account used to log into Odoo's web interface differs from the :option:`--db_user
<odoo-bin -r>` CLI argument.

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@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your
Edition on top of your current installation. This will preserve your data without any alteration,
as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo).
The main reference for updating is logically our :doc:`installation guide <../install>`,
The main reference for updating is logically our :doc:`installation guide <../on_premise>`,
which explains the common installation methods.
Updating is also most appropriately accomplished by the person who deployed Odoo initially,

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@ -13,7 +13,7 @@ Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
<odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
features of Odoo.
- Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
- Admins of Odoo Online databases are invited to :doc:`upgrade <upgrade>` them regularly.
- Online versions are *not* released for Odoo.sh and On-Premise installations.
- Online versions are listed below as *SaaS*.

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@ -5,8 +5,8 @@ Upgrade
.. _administration/upgrade:
An upgrade is the process of moving your database from an older version to a newer :doc:`supported
version <maintain/supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is
essential as each version comes with new and improved features, bug fixes, and security patches.
version <supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is essential as
each version comes with new and improved features, bug fixes, and security patches.
.. _upgrade_faq/rolling_release:
@ -33,9 +33,9 @@ essential as each version comes with new and improved features, bug fixes, and s
An upgrade does not cover:
- Downgrading to a previous version of Odoo
- :doc:`Switching editions <maintain/enterprise>` (e.g., from Community to Enterprise)
- :doc:`Changing hosting type </administration/maintain/hosting_changes>` (e.g., from on-premise
to Odoo Online)
- :doc:`Switching editions <on_premise/community_to_enterprise>` (e.g., from Community to
Enterprise)
- :ref:`Changing hosting type <hosting/change-solution>` (e.g., from on-premise to Odoo Online)
- Migrating from another ERP to Odoo
.. warning::
@ -404,4 +404,4 @@ The following upgrade-related services are **not** included:
.. seealso::
- :doc:`Odoo.sh documentation <odoo_sh>`
- :doc:`Supported Odoo versions <maintain/supported_versions>`
- :doc:`Supported Odoo versions <supported_versions>`

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@ -14,6 +14,7 @@ Discover our user guides and configuration tutorials per application.
.. toctree::
:maxdepth: 2
applications/essentials
applications/finance
applications/sales
applications/websites
@ -22,4 +23,5 @@ Discover our user guides and configuration tutorials per application.
applications/marketing
applications/services
applications/productivity
applications/studio
applications/general

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@ -0,0 +1,11 @@
===============
Odoo essentials
===============
.. toctree::
essentials/activities
essentials/reporting
essentials/search
essentials/export_import_data
essentials/in_app_purchase

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@ -40,8 +40,7 @@ Lastly, click one of the following buttons:
opens a new activity window.
- :guilabel:`Discard`: discards any changes made on the pop-up window.
.. image:: plan_activities/schedule-pop-up.png
:align: center
.. image:: activities/schedule-pop-up.png
:alt: View of CRM leads and the option to schedule an activity.
.. note::
@ -50,8 +49,7 @@ Lastly, click one of the following buttons:
Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`.
.. image:: plan_activities/chatter-activities.png
:align: center
.. image:: activities/chatter-activities.png
:alt: View of CRM leads and the option to schedule an activity.
Activities can also be scheduled from the kanban, list, or activities view of an application.
@ -63,9 +61,8 @@ Activities can also be scheduled from the kanban, list, or activities view of an
Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form.
.. image:: plan_activities/schedule-kanban-activity.png
:align: center
:alt: Kanban view of the CRM pipeline and the option to schedule an activity.
.. image:: activities/schedule-kanban-activity.png
:alt: Kanban view of the CRM pipeline and the option to schedule an activity.
.. tab:: List view
@ -73,9 +70,8 @@ Activities can also be scheduled from the kanban, list, or activities view of an
then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the
clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon.
.. image:: plan_activities/schedule-list-activity.png
:align: center
:alt: List view of the CRM pipeline and the option to schedule an activity.
.. image:: activities/schedule-list-activity.png
:alt: List view of the CRM pipeline and the option to schedule an activity.
.. tab:: Activity view
@ -83,16 +79,14 @@ Activities can also be scheduled from the kanban, list, or activities view of an
menu bar anywhere in the database. Select any application from the drop-down menu, and click
the :guilabel:`🕘 (clock)` icon for the desired app.
.. image:: plan_activities/schedule-activity-view-menu.png
:align: center
:alt: Activity menu drop down with focus on where to open activity view for CRM.
.. image:: activities/schedule-activity-view-menu.png
:alt: Activity menu drop down with focus on where to open activity view for CRM.
Select a record on which to schedule an activity. Move across the row to find the desired
activity type, then click the :guilabel:` (plus sign)`.
.. image:: plan_activities/schedule-activity-view.png
:align: center
:alt: Activity view of the CRM pipeline and the option to schedule an activity.
.. image:: activities/schedule-activity-view.png
:alt: Activity view of the CRM pipeline and the option to schedule an activity.
.. note::
Activity colors, and their relation to an activity's due date, is consistent throughout Odoo,
@ -122,8 +116,7 @@ specific application in a drop-down menu.
The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom
of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked.
.. image:: plan_activities/activities-menu.png
:align: center
.. image:: activities/activities-menu.png
:alt: View of CRM leads page emphasizing the activities menu.
Configure activity types
@ -132,8 +125,7 @@ Configure activity types
To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss
--> Activities --> Activity Types`.
.. image:: plan_activities/settings-activities-types.png
:align: center
.. image:: activities/settings-activities-types.png
:alt: View of the settings page emphasizing the menu activity types.
Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found.
@ -144,8 +136,7 @@ new activity type, click :guilabel:`Create`.
At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity
type.
.. image:: plan_activities/new-activity-type.png
:align: center
.. image:: activities/new-activity-type.png
:alt: New activity type form.
Activity settings
@ -208,8 +199,7 @@ This :guilabel:`Schedule` field information can be altered before the activity i
When all configurations are complete, click :guilabel:`Save`.
.. image:: plan_activities/schedule-recommended-activity.png
:align: center
.. image:: activities/schedule-recommended-activity.png
:alt: Schedule activity popup with emphasis on recommended activities.
.. note::
@ -236,8 +226,7 @@ This :guilabel:`Schedule` field information can be altered before the activity i
When all configurations are complete, click :guilabel:`Save`.
.. image:: plan_activities/triggered-activities.png
:align: center
.. image:: activities/triggered-activities.png
:alt: Schedule new activity popup with emphasis on Done and launch next button.
.. note::
@ -246,5 +235,5 @@ When all configurations are complete, click :guilabel:`Save`.
:guilabel:`Trigger` field.
.. seealso::
- :doc:`get_started`
- :doc:`team_communication`
- :doc:`/applications/productivity/discuss`
- :doc:`/applications/productivity/discuss/team_communication`

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@ -8,8 +8,5 @@ Finance
finance/accounting
finance/expenses
finance/documents
finance/sign
finance/spreadsheet
finance/payment_providers
finance/fiscal_localizations

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@ -39,7 +39,7 @@ After setting the necessary formatting options and mapping the file columns with
fields, you can run a :guilabel:`Test` and :guilabel:`Import` your bank transactions.
.. seealso::
:doc:`/applications/general/export_import_data`
:doc:`/applications/essentials/export_import_data`
.. _transactions/register:

View File

@ -34,6 +34,6 @@ email, as usual, but the invoice is sent to the email of the address set as the
.. note::
- Reports, such as the delivery slip and invoice report, can be :doc:`customized using Studio
</applications/productivity/studio/pdf_reports>`.
</applications/studio/pdf_reports>`.
- If :doc:`Send by Post <snailmail>` is checked when you click :guilabel:`Send & Print`, the
invoice will be mailed to the invoice address.

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@ -44,7 +44,7 @@ your customers address is set correctly, including the country, before sendin
Pricing
=======
Snailmail is an :doc:`/applications/general/in_app_purchase` service that requires prepaid stamps
Snailmail is an :doc:`/applications/essentials/in_app_purchase` service that requires prepaid stamps
(=credits) to work. Sending one document consumes one stamp.
To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer

View File

@ -90,6 +90,6 @@ select all the reports you would like to process, click on the :guilabel:`Action
select :guilabel:`Process follow-ups`.
.. seealso::
- :doc:`../../../general/in_app_purchase`
- :doc:`../../../marketing/sms_marketing/pricing/pricing_and_faq`
- :doc:`/applications/essentials/in_app_purchase`
- :doc:`/applications/marketing/sms_marketing/pricing/pricing_and_faq`
- :doc:`../customer_invoices/snailmail`

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@ -26,8 +26,8 @@ If you use Odoo on Odoo.com or Odoo.sh platform, your code is already up-to-date
to the next step.
If you use Odoo with an on-premise setup or through a partner, you must update your installation as
detailed in :doc:`this documentation page </administration/maintain/update>`, or by contacting your
integrating partner.
detailed in :doc:`this documentation page </administration/on_premise/update>`, or by contacting
your integrating partner.
Update the list of available modules
====================================

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@ -52,8 +52,9 @@ The email alias is now available in the :guilabel:`Advanced Settings` tab of the
sent to this address will be converted automatically into new invoices or bills.
.. note::
If you use the :doc:`Documents <../../documents>` app, you can automatically send your scanned
invoices to the :guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`).
If you use the :doc:`Documents </applications/productivity/documents>` app, you can automatically
send your scanned invoices to the :guilabel:`Finance` workspace (e.g.,
`inbox-financial@example.odoo.com`).
The default email aliases `vendor-bills@` and `customer-invoices@` followed by the
:guilabel:`Alias Domain` you set are automatically created for the :guilabel:`Vendor Bills` and
@ -96,4 +97,4 @@ and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo
.. seealso::
- `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_
- :doc:`/applications/general/in_app_purchase`
- :doc:`/applications/essentials/in_app_purchase`

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@ -216,9 +216,9 @@ Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is enabled.
.. note::
If the domain alias needs to be set up, :guilabel:`Setup your domain alias` will appear beneath
the incoming emails check box instead of the email address field. Refer to this documentation for
setup instructions and more information: :doc:`/administration/maintain/domain_names`. Once the
domain alias is configured, the email address field will be visible beneath the incoming emails
section.
setup instructions and more information:
:doc:`/applications/websites/website/configuration/domain_names`. Once the domain alias is
configured, the email address field will be visible beneath the incoming emails section.
Next, enter the email address to be used in the email field, and then click :guilabel:`Save`. Now
that the email address has been entered, emails can be sent to that alias to create new expenses
@ -391,8 +391,8 @@ To see who has rights to approve, go to the main :menuselection:`Settings` app a
the *Settings* app.
- :guilabel:`Settings`: The user has access to the entire *Settings* app with no restrictions.
Please refer to :doc:`this document </applications/general/users/manage_users>` to learn more
about managing users and their access rights.
Please refer to :doc:`this document </applications/general/users>` to learn more about managing
users and their access rights.
Click on an individual to view their card, which displays the :guilabel:`Access Rights` tab in the
default view. Scroll down to the :guilabel:`Human Resources` section. Under :guilabel:`Expenses`,

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