diff --git a/portal/my_odoo_portal.rst b/portal/my_odoo_portal.rst index b20177c83..9fb5414d3 100644 --- a/portal/my_odoo_portal.rst +++ b/portal/my_odoo_portal.rst @@ -5,11 +5,11 @@ My Odoo Portal ============== -In this section of the portal you will find all the communications between you -and Odoo, documents such Quotations, Sales Orders, Invoices and your Subscriptions. +In this section of the portal, you will find all the communications between you +and Odoo: documents such as quotations, sales orders, invoices and subscriptions. -.. note :: To access this section you have to log with your username and password - to `Odoo `__ . If you are already logged-in just +.. note :: To access this section, you have to log with your username and password + to `Odoo `__ . If you are already logged in, just click on your name on the top-right corner and select "My Account". @@ -20,55 +20,54 @@ Quotations ========== Here you will find all the quotations sent to you by Odoo. For example, a -quotation can be generated for you after adding an Application or a User to your +quotation can be generated for you after adding an application or a user to your database or if your contract has to be renewed. .. image:: media/quotations.png :align: center -The *Valid Until* column shows until when the quotation is valid; after that date -the quotation will be "Expired". By clicking on the quotation you will see all -the details of the offer, the pricing and other useful information. +The *Valid Until* column shows the date through which the quotation is valid; after that date, +the quotation will be "Expired". By clicking on the quotation, you will see all +the details of the offer, such as the pricing and other useful information. .. image:: media/quotation_accept.png :align: center -If you want to accept the quotation just click "Accept & Pay" and the quote +If you want to accept the quotation, just click "Accept & Pay," and the quote will get confirmed. If you don't want to accept it, or you need to ask for some -modifications, click on "Ask Changes Reject". +modifications, click on "Ask Changes Reject." Sales Orders ============ -All your purchases within Odoo such as Upsells, Themes, Applications, etc. +All your purchases within Odoo (Upsells, Themes, Applications, etc.) will be registered under this section. .. image:: media/sales.png :align: center -By clicking on the sale order you can review the details of the products purchased +By clicking on the sale order, you can review the details of the products purchased and process the payment. Invoices ======== -All the invoices of your subscription(s), or generated by a sales order, will be -shown in this section. The tag before the Amount Due will indicate you if the +All the invoices of your subscriptions and/or sales orders will be +shown in this section. The tag before the Amount Due will indicate if the invoice has been paid. .. image:: media/invoices.png :align: center -Just click on the Invoice if you wish to see more information, pay the invoice +Just click on the invoice if you wish to see more information, pay the invoice, or download a PDF version of the document. Tickets ======= -When you submit a ticket through `Odoo Support `__ +When you submit a ticket through `Odoo Support `, a ticket will be created. Here you can find all the tickets that you have opened, -the conversation between you and our Agents, the Status of the ticket and the ID -(# Ref). +the conversations between you and our Agents, and the statuses and IDs (# Ref) of the tickets. .. image:: media/tickets.png :align: center @@ -76,24 +75,24 @@ the conversation between you and our Agents, the Status of the ticket and the ID Subscriptions ============= -You can access to your Subscription with Odoo from this section. The first page +You can access your subscriptions with Odoo from this section. The first page shows you the subscriptions that you have and their status. .. image:: media/subscriptionstatus.png :align: center -By clicking on the Subscription you will access to all the details regarding your -plan: this includes the number of applications purchased, the billing information +By clicking on the subscription you will access all the details regarding your +plan: the number of applications purchased, the billing information, and the payment method. -To change the payment method click on "Change Payment Method" and enter the new +To change the payment method, click on "Change Payment Method" and enter the new credit card details. .. image:: media/changemethod.png :align: center -If you want to remove the credit cards saved, you can do it by clicking on -"Manage you payment methods" at the bottom of the page. Click then on "Delete" to +If you want to remove the credit cards that are saved, you can do so by clicking on +"Manage your payment methods" at the bottom of the page. Click "Delete" to delete the payment method. .. image:: media/managepayment.png @@ -103,13 +102,13 @@ delete the payment method. information provided or if your credit card has expired, the status of your subscription will change to "To Renew". You will then have 7 days to provide a valid method of payment. After this delay, the subscription will - be closed and you will no longer be able to access the database. + be closed, and you will no longer be able to access the database. Success Packs ============= With a Success Pack/Partner Success Pack, you are assigned an expert to provide unique personalized assistance to help you customize your solution and optimize -your workflows as part of your initial implementation. These hours never expire +your workflows as part of your initial implementation. These hours never expire, allowing you to utilize them whenever you need support. .. seealso ::