[IMP] helpdesk: add doc on seealso + removed future tense

helpdesk/advanced/after_sales.rst

@@ -1,67 +1,69 @@
-==========================================================================
+====================
-After sales features: refund, coupon, return, repair, onsite interventions
+After Sales Features
-==========================================================================
+====================
 
-As my business grows, having the tools to allow my helpdesk team to record, track and manage issues
+As your business grows, having the right tool to support your helpdesk team on recording, tracking
-raised easy and efficiently, is key. Odoo’s Helpdesk app allows me to generate credit notes, return
+and managing issues raised easy and efficiently, is key. Odoo’s Helpdesk application allows you to
-products, grant coupons, do repairs and plan onsite interventions from a ticket’s page.
+generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite
+interventions from a ticket’s page.
 
-Set up the After Sales services
+Set up the after sales services
 ===============================
 
-Go to :menuselection:`Configuration --> Helpdesk Teams` and enable the After Sales options:
+Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales
-*Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
+options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
 
 .. image:: ./media/aftersales1.png
    :align: center
 
 Generate credit notes from tickets
-=========================================
+----------------------------------
 
-I can use a credit note to refund a customer or adjust the amount due. For that, I’ll simply go to
+You can use a credit note to refund a customer or adjust the amount due. For that, simply go to
-my ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* the
+your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse*
-credit note will be generated, and I can *Post* it while still being in the *Helpdesk* app.
+generates a credit note, and you can *Post* it while still being in the *Helpdesk* app.
 
 .. image:: ./media/aftersales2.png
    :align: center
 
 Allow product returns from tickets
-==================================
+----------------------------------
 
-The process of a product return from my customer back to my warehouse will be taken into action
+The process of a product return from your customer back to your warehouse is taken into action when,
-when, at the ticket page, I choose the option *Return*.
+at the ticket page, you choose the option *Return*.
 
 .. image:: ./media/aftersales3.png
    :align: center
 
 Grant coupons from tickets
-==========================
+--------------------------
 
-First, be sure to have your *Coupon Program* planned at the *Sales or Website* app. At the
+First, be sure to have your *Coupon Program* planned in the *Sales* or *Website* application. Then,
-*Helpdesk* app, I will open my ticket and click on *Coupon*, choose the
+in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one.
-:menuselection:`Coupon Program --> Generate`.
 
 .. image:: ./media/aftersales4.png
    :align: center
 
 Repairs from tickets
-====================
+--------------------
 
-Clicking on *Repair* option, on my ticket page, a new repair order form will be shown. Fill up the
+Clicking on *Repair* option, on your ticket page, a new repair order form is shown. Fill in the
-rest of the fields as needed and choose the next step.
+information as needed and choose the next step.
 
 .. image:: ./media/aftersales5.png
    :align: center
 
 Plan onsite interventions from tickets
-======================================
+--------------------------------------
 
-At the ticket page, I can now configure my onsite interventions exactly the same way I would do
+At the ticket's page click on *Plan Intervention*, and set up your onsite intervention exactly the
-being on the *Field Service* app, clicking on *Plan Intervention*.
+same way as if you were on the *Field Service* application.
 
 .. image:: ./media/aftersales6.png
    :align: center
+   :height: 300
 
 .. seealso::
+   - :doc:`../../fsm/overview/invoicing_time`
    - `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
    - :doc:`../../manufacturing/repair/repair`

helpdesk/advanced/close_tickets.rst

@@ -1,12 +1,12 @@
-=======================================
+======================================
-Allow customers to close their tickets
+Allow Customers to Close their Tickets
-=======================================
+======================================
 
 Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about
 when an issue is considered solved, or not. It makes communication and actions more efficient.
 
 Configure the feature
-======================
+=====================
 
 To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit`
 and enable *Ticket closing*.
@@ -15,24 +15,25 @@ and enable *Ticket closing*.
    :align: center
    :alt: Ticket closing in Odoo Helpdesk
 
-In order to designate to which stage the ticket will migrate to once it is closed, go to
+In order to designate to which stage the ticket migrates to once it is closed, go to
-:menuselection:`Overview --> Tickets`.
+:menuselection:`Helpdesk --> Overview --> Tickets`.
 
 .. image:: media/closetickets2.png
    :align: center
    :alt: Ticket closing in Odoo Helpdesk
 
-You can either create a new kanban stage or work with an existing one. For both scenarios, go to
+You can either create a new Kanban stage or work with an existing one. For both scenarios, go to
-:menuselection:`Settings --> Edit Stage` and enable *Closing Stage*.
+:menuselection:`Helpdesk --> Settings --> Edit Stage` and enable *Closing Stage*.
 
 .. image:: media/closetickets3.png
    :align: center
    :alt: Ticket closing in Odoo Helpdesk
 
-If a closing stage is not specified, by default, the ticket will be transferred to the last stage; contrarily, if you have more than one stage set as closing, the ticket will be put in the first one.
+If a closing stage is not specified, by default, the ticket is moved to the last stage;
+contrarily, if you have more than one stage set as closing, the ticket is put in the first one.
 
 The Costumer Portal
-====================
+===================
 
 Now, once the user logs into his Portal, the option *Close this ticket* is available.
 
@@ -41,12 +42,13 @@ Now, once the user logs in to his Portal, the option *Close this ticket* is avai
    :alt: Ticket closing in Odoo Helpdesk
 
 Get reports on tickets closed by costumers
-===========================================
+==========================================
 
 To do an analysis of the tickets that have been closed by costumers go to
-:menuselection:`Reporting --> Tickets --> Filters --> Add Custom filter --> Closed by partner -->
+:menuselection:`Helpdesk --> Reporting --> Tickets --> Filters --> Add Custom filter -->
-Applied`.
+Closed by partner --> Applied`.
 
 .. image:: media/closetickets5.png
    :align: center
+   :height: 300
    :alt: Reports on Ticket closing in Odoo Helpdesk

helpdesk/timesheet_and_invoice/invoice_time.rst

@@ -1,5 +1,5 @@
 ===================================
-Record and invoice time for tickets
+Record and Invoice Time for Tickets
 ===================================
 
 You may have service contracts with your clients to provide them

helpdesk/timesheet_and_invoice/reinvoice_from_project.rst

@@ -1,5 +1,5 @@
 ==============================================================
-Turn helpdesk hours into invoices directly from a project task
+Turn Helpdesk Hours into Invoices Directly from a Project Task
 ==============================================================
 
 Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and
@@ -7,11 +7,11 @@ invoices through a project task. It gives you more control over what you charge
 is more efficient.
 
 Configuration
-==============
+=============
 
-Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options
+| Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options
   *Timesheet on Ticket* and *Time Reinvoicing*.
-Under *Timesheet on Ticket*, choose the *Project* to which the tickets (and timesheets) will be
+| Under *Timesheet on Ticket*, choose the *Project* to which tickets (and timesheets) will be
   linked by default. Open its *External link* to enable the feature *Bill from tasks*.
 
 .. image:: media/reinvoice_time1.png
@@ -21,8 +21,8 @@ linked by default. Open its *External link* to enable the feature *Bill from tas
 Create a sales order and an invoice
 ====================================
 
-Now, once you added the time you spent on the helpdesk ticket, under the *Timesheets* tab, access
+Now, once you have recorded the time you spent on the helpdesk ticket, under the *Timesheets* tab,
-the task clicking on its name.
+access the task clicking on its name.
 
 .. image:: media/reinvoice_time2.png
    :align: center