[MOV] general: removes main "settings" section + move content
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit:
- removes the main "settings" section
- move its content to general/odoo_basics
- moves "general/mobile" content to "general"
- moves the content of the doc "developer_mode/activate" to "general"
- it replaces the references to that doc with `:ref:` directives
rather than `:doc:` directives
- it is worth noting that it also fixes plenty of links that
previously referred to "developer_mode" (the category) rather than
"developer_mode/activate" (the document)
task-2535899
This commit is contained in:
Jonathan Castillo
Antoine Vandevenne (anv)
parent
9493bbf4f4
commit
2fb77cf3ff
@ -151,7 +151,7 @@ Check your outgoing email servers
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There is a default mail server provided with Odoo.sh.
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To use it, there must be no enabled outgoing mail server configured in your database in
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:menuselection:`Settings --> Technical --> Outgoing Mail Servers`
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(:doc:`Developer mode </applications/general/developer_mode/activate>` must be activated).
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(:ref:`Developer mode <developer-mode>` must be activated).
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After the import of your database,
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all outgoing email servers are disabled so you use the Odoo.sh email server provided by default.
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@ -263,7 +263,7 @@ and on your production you would not like your module to be installed automatica
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Your module may not appear directly in your apps to install either, you need to update your apps list first:
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* activate the :doc:`Developer mode </applications/general/developer_mode/activate>`
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* Activate the :ref:`developer mode <developer-mode>`
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* in the apps menu, click the *Update Apps List* button,
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* in the dialog that appears, click the *Update* button.
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@ -12,5 +12,4 @@ Applications
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applications/marketing
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applications/services
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applications/productivity
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applications/settings
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applications/general
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@ -121,8 +121,7 @@ database, please `submit a support ticket <https://www.odoo.com/help>`_.
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How can I update my bank credentials?
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-------------------------------------
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You can update your credentials in
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:doc:`Developer mode </applications/general/developer_mode>`.
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You can update your credentials in :ref:`developer mode <developer-mode>`.
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Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
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Institution you want to edit, and click on *Update Credentials*.
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@ -82,8 +82,8 @@ Update your synchronization credentials
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You might have to update your Ponto credentials or modify the synchronization settings.
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To do so, activate the :doc:`Developer Mode </applications/general/developer_mode>`, and go to
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:menuselection:`Accounting --> Configuration --> Online Synchronization`.
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To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Accounting
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--> Configuration --> Online Synchronization`.
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Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify
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the synchronization settings.
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@ -274,8 +274,8 @@ with the same letter will share the same sequence. For example:
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Sequences
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~~~~~~~~~
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In case that you want to synchronize the next number in the sequence in Odoo based on the next
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number in the AFIP POS, the next button that is visible under :doc:`developer mode
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</applications/general/developer_mode>` can be used:
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number in the AFIP POS, the next button that is visible under :ref:`developer mode <developer-mode>`
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can be used:
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.. image:: media/argentina_edi_05.png
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:align: center
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@ -142,7 +142,7 @@ Journals
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Once the DIAN has assigned the official sequence and prefix for the
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electronic invoice resolution, the Sales journals related to your
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invoice documents need to be updated in Odoo. The sequence can be
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accessed using the :doc:`Developer mode </applications/general/developer_mode>`: :menuselection:`Accounting -->
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accessed using the :ref:`developer mode <developer-mode>`: :menuselection:`Accounting -->
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Settings --> Configuration Setting --> Journals`.
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.. image:: media/colombia09.png
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@ -74,7 +74,7 @@ To get the certification just follow the following steps:
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.. note::
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* To install the module in any system created before
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December 18th 2017, you should update the modules list.
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To do so, activate the :doc:`Developer mode </applications/general/developer_mode>`.
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To do so, activate the :ref:`developer mode <developer-mode>`.
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Then go to the *Apps* menu and press *Update Modules List* in the top-menu.
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* In case you run Odoo on-premise, you need to update your installation
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and restart your server beforehand.
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@ -156,8 +156,8 @@ Invoicing and Accounting apps.
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it will be counted in the very next closing.
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.. tip:: For test & audit purposes such closings can be manually generated in the
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:doc:`Developer mode </applications/general/developer_mode>`. Then go to
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:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
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:ref:`developer mode <developer-mode>`. Then go to :menuselection:`Settings -->
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Technical --> Automation --> Scheduled Actions`.
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Responsibilities
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@ -111,7 +111,7 @@ Enabling CFDI Version 3.3
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SaaS instance please ask for an upgrade by submitting a ticket to support in
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https://www.odoo.com/help.
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Enable the :doc:`Developer mode </applications/general/developer_mode>`.
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Activate the :ref:`developer mode <developer-mode>`.
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Go and look the following technical parameter, on
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:menuselection:`Settings --> Technical --> Parameters --> System Parameters`
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@ -630,7 +630,7 @@ Enabling Explicit errors on the CFDI using the XSD local validator (CFDI 3.3)
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Frequently you want receive explicit errors from the fields incorrectly set
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on the xml, those errors are better informed to the user if the check is
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enable, to enable the Check with xsd feature follow the next steps (with the
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:doc:`Developer mode </applications/general/developer_mode>` enabled).
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:ref:`developer mode <developer-mode>` enabled).
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- Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions`
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- Look for the Action called "Download XSD files to CFDI"
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@ -14,7 +14,7 @@ Activate the developer mode
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===========================
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In order to have access to the financial report creation interface, the
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:doc:`Developer mode </applications/general/developer_mode>` needs to be activated.
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:ref:`developer mode <developer-mode>` needs to be activated.
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Create your financial report
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============================
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@ -1,8 +1,9 @@
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:show-content:
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=======
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General
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=======
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.. toctree::
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general/odoo_basics
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@ -13,6 +14,194 @@ General
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general/payment_acquirers
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general/voip
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general/in_app_purchase
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general/developer_mode
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general/unsplash
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general/mobile
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.. _general/users-features:
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Users and Features
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==================
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As the administrator of your database, you are responsible for its usage.
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This includes the Apps you install as well as the number of users currently
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in use.
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Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
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but it is *not* a smartphone. You should apply caution when adding/removing
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features (especially Apps) on your database since this may impact your
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subscription amount significantly (or switch you from a free account
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to a paying one on our online platform).
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This section contains some information as to how you can manage your Odoo
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instances. Before carrying any of these procedures, we **strongly** advise
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to test them on a duplicate of your database first. That way, if something goes
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wrong, your day-to-day business is not impacted.
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.. note:: You can find guides on how to duplicate your databases both for
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:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
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installations.
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.. note:: If you have questions about the content of this section or if you
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encounter an issue while carrying out these procedures, please contact
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us through our `support form <https://www.odoo.com/help>`__.
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Deactivating Users
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------------------
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.. note:: Make sure you have sufficient **administrative rights** if
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you want to change the status of any of your users.
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In your Odoo instance, click on **Settings**. You will have a section
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showing you the active users on your database. Click on **Manage Users.**
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+----------------+----------------+
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| |settings| | |browse_users| |
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+----------------+----------------+
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You'll then see the list of your users.
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.. image:: general/list_users.png
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:align: center
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.. note:: The pre-selected filter *Internal Users* shows your paying
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users (different from the *Portal Users* which are free). If you
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remove this filter, you'll get all your users (the ones you pay for
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and the portal ones)
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In your list of users, click on the user you want to deactivate. As soon
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as you are on the userform, click on the Action drop down menu, and
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then click on Archive.
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.. image:: general/deactivate_user.png
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:align: center
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The user is now deactivated.
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.. danger:: **Never** deactivate the main user (*admin*)
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Uninstalling Apps
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-----------------
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.. warning:: Make sure you first test what you are about to do on a
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:ref:`duplicate <duplicate_online>` of your database before making any
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changes (*especially* installing/uninstalling apps).
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In your Odoo instance click on **Settings**; in this app, you will be
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able to see how many applications you have installed. Click on **Browse
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Apps** to access the list of your installed applications.
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+----------------+----------------+
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| |settings| | |browse_apps| |
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+----------------+----------------+
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In your applications' dashboard, you will see all the icons of your
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applications. Click on the application you want to uninstall. Then, on
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the form of the application, click on **Uninstall**.
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.. image:: general/uninstall.png
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:align: center
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.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
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etc. Therefore, the system will give you a warning message to advise
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you of what is about to be removed. If you uninstall your application,
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all its dependencies will be uninstalled as well (and the data in them
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will permanently disappear). If you are sure you still want to uninstall
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it, then click **Confirm**.
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Last, after having checked the warning message (if any), click **Confirm**.
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.. image:: general/uninstall_deps.png
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:align: center
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You have finished uninstalling your application.
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Good to know
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------------
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* **Uninstalling apps, managing users, etc. is up to you**: no one else can
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know if your business flow is broken better than you. If we were to uninstall
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applications for you, we would never be able to tell if relevant data had
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been removed or if one of your business flow was broken because we *do not
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know how you work* and therefore cannot validate these kinds of operations.
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* **Odoo Apps have dependencies**: this means that you may need to install
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modules that you do not actively use to access some features of Odoo
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you might need. For example, the Website Builder app is needed to be
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able to show your customer their Quotes in a web page. Even though you
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might not need or use the Website itself, it is needed for the Online
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Quotes feature to work properly.
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* **Always test app installation/removal on a duplicate** (or on a
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free trial database): that way you can know what other apps may
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be required, etc. This will avoid surprises when uninstalling
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or when receiving your invoices.
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.. |settings| image:: general/settings_app.png
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.. |browse_apps| image:: general/browse_apps.png
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.. |browse_users| image:: general/browse_users.png
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.. _developer-mode:
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Activate the developer mode (debug mode)
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========================================
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The developer mode (or debug mode) gives you access to extra and advanced tools.
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Through the Settings application
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--------------------------------
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Go to :menuselection:`Settings --> Activate the developer mode`.
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.. image:: general/settings.png
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:align: center
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:alt: Overview of the debug options under settings in Odoo
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.. note::
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*Activate the developer mode (with assets)* is used by developers; *Activate the developer mode
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(with tests assets)* is used by developers and testers.
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Once activated, the *Deactivate the developer mode* option becomes available.
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Through a browser extension
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---------------------------
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| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the
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extension is installed, a new icon will be shown on your toolbar.
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| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
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double click enables it with assets. To deactivate it, use a single click.
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.. image:: general/monkey.png
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:align: center
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:alt: View of odoo’s debug icon in a chrome’s toolbar
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Through the URL
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---------------
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In the URL add ``?debug=1`` or ``?debug=true`` after *web*.
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.. image:: general/url.png
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:align: center
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:alt: Overview of an url with the debug mode command added in Odoo
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.. tip::
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Developers: type ``?debug=assets`` and activate the mode with assets.
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Locate the mode tools
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---------------------
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The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the
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header of your pages.
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.. image:: general/button_location.png
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:align: center
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:alt: Overview of a console page and the debug icon being shown in Odoo
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Mobile Push Notifications
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=========================
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As of Odoo 12.0, 13.0 or above, there is no more complex configuration to enable push
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notifications in the mobile app.
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Simply go to :menuselection:`Settings --> General Settings --> Odoo Cloud Notification (OCN)`
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and make sure that **Push Notifications** is checked.
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|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
|
Before Width: | Height: | Size: 72 KiB After Width: | Height: | Size: 72 KiB |
|
Before Width: | Height: | Size: 72 KiB After Width: | Height: | Size: 72 KiB |
0
content/applications/settings/media/deactivate_user.png → content/applications/general/deactivate_user.png
Executable file → Normal file
0
content/applications/settings/media/deactivate_user.png → content/applications/general/deactivate_user.png
Executable file → Normal file
|
Before Width: | Height: | Size: 94 KiB After Width: | Height: | Size: 94 KiB |
@ -1,8 +0,0 @@
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==============
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Developer Mode
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==============
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.. toctree::
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:titlesonly:
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developer_mode/activate
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@ -1,54 +0,0 @@
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===================================
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Activate the Developer (Debug) Mode
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===================================
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The Developer or Debug Mode gives you access to extra and advanced tools.
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Through the Settings application
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--------------------------------
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Go to :menuselection:`Settings --> Activate the developer mode`.
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.. image:: media/settings.png
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:align: center
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:alt: Overview of the debug options under settings in Odoo
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.. note::
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*Activate the developer mode (with assets)* is used by developers; *Activate the developer mode
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(with tests assets)* is used by developers and testers.
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Once activated, the *Deactivate the developer mode* option becomes available.
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Through a browser extension
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---------------------------
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| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the
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extension is installed, a new icon will be shown on your toolbar.
|
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| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
|
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double click enables it with assets. To deactivate it, use a single click.
|
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.. image:: media/monkey.png
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:align: center
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:alt: View of odoo’s debug icon in a chrome’s toolbar
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Through the URL
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---------------
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In the URL add ``?debug=1`` or ``?debug=true`` after *web*.
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.. image:: media/url.png
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:align: center
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:alt: Overview of an url with the debug mode command added in Odoo
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.. tip::
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Developers: type ``?debug=assets`` and activate the mode with assets.
|
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Locate the mode tools
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---------------------
|
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|
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The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the
|
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header of your pages.
|
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|
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.. image:: media/button_location.png
|
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:align: center
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:alt: Overview of a console page and the debug icon being shown in Odoo
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@ -24,8 +24,8 @@ IAP accounts
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Credits to use IAP services are stored on IAP accounts, which are specific to each service and
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database. By default, IAP accounts are common to all companies, but can be restricted to specific
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ones. Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
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:menuselection:`Technical Settings --> IAP Account`.
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ones. Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Technical
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Settings --> IAP Account`.
|
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.. image:: in_app_purchase/image2.png
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:align: center
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|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
@ -1,13 +0,0 @@
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|
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======
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Mobile
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======
|
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|
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Push Notifications
|
||||
==================
|
||||
|
||||
As of Odoo 12.0, 13.0 or above, there is no more complex configuration to enable push
|
||||
notifications in the mobile app.
|
||||
|
||||
Simply go to :menuselection:`Settings --> General Settings --> Odoo Cloud Notification (OCN)`
|
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and make sure that **Push Notifications** is checked.
|
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|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
@ -19,9 +19,9 @@ long as both environments are active).
|
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:alt: Overview of a new company's form in Odoo
|
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|
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.. tip::
|
||||
Activate the :doc:`Developer mode <developer_mode/activate>` to choose a *Favicon*
|
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for each of your companies, and easily identify them by the browser tabs. Set your
|
||||
favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
|
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Activate the :ref:`developer mode <developer-mode>` to choose a *Favicon* for each of your
|
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companies, and easily identify them by the browser tabs. Set your favicons’ files size to 16x16
|
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or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
|
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|
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.. image:: multi_companies/favicon.png
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:align: center
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|
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@ -39,8 +39,7 @@ the user. The user must click on it to accept the invitation and create a login.
|
||||
`pricing page <https://www.odoo.com/pricing>`_
|
||||
for more information.
|
||||
|
||||
With the :doc:`Developer mode </applications/general/developer_mode>` activated, *User Types* can
|
||||
be selected.
|
||||
With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected.
|
||||
|
||||
.. image:: users/user-type.png
|
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:align: center
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@ -121,8 +120,8 @@ can reaccess your database using your new password.
|
||||
Access Rights in detail
|
||||
=======================
|
||||
|
||||
Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
|
||||
:menuselection:`Settings --> Users & Companies --> Groups`.
|
||||
Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Settings --> Users
|
||||
& Companies --> Groups`.
|
||||
|
||||
Groups
|
||||
------
|
||||
@ -203,4 +202,4 @@ the user can have access.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../multi_companies`
|
||||
- :doc:`../../settings/users_and_features`
|
||||
- :doc:`../../general`
|
||||
|
Before Width: | Height: | Size: 46 KiB After Width: | Height: | Size: 46 KiB |
|
Before Width: | Height: | Size: 296 KiB After Width: | Height: | Size: 296 KiB |
|
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 32 KiB |
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
@ -14,7 +14,7 @@ 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
|
||||
:doc:`Developer mode </applications/general/developer_mode>`.
|
||||
:ref:`developer mode <developer-mode>`.
|
||||
To do so, go to :menuselection:`Inventory --> Configuration --> Barcode Nomenclature`.
|
||||
|
||||
You can create a barcode nomenclature from there, and then add a line to
|
||||
|
||||
@ -44,8 +44,7 @@ production orders, deliveries and supplier purchases.
|
||||
Configure and run the scheduler (for advanced users)
|
||||
----------------------------------------------------
|
||||
|
||||
To use this feature, you have to enable the
|
||||
:doc:`Developer mode </applications/general/developer_mode>` mode.
|
||||
To use this feature, you have to activate the :ref:`developer mode <developer-mode>`.
|
||||
|
||||
Then, go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`
|
||||
and modify the *Run MRP Scheduler Configuration*. There, you can set
|
||||
|
||||
@ -184,7 +184,7 @@ 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 :doc:`Developer mode </applications/general/developer_mode>` and open your accounting
|
||||
the :ref:`developer mode <developer-mode>` and open your accounting
|
||||
settings.
|
||||
|
||||
Manual Inventory Valuation
|
||||
|
||||
@ -47,8 +47,8 @@ all the contacts needed, and under *Action* select *Send SMS*.
|
||||
Set up SMS templates
|
||||
====================
|
||||
|
||||
To set up *SMS Templates*, activate the :doc:`Developer mode </applications/general/developer_mode/activate>`,
|
||||
then go to :menuselection:`Technical --> SMS Templates`.
|
||||
To set up *SMS Templates*, activate the :ref:`developer mode <developer-mode>`, then go to
|
||||
:menuselection:`Technical --> SMS Templates`.
|
||||
|
||||
.. image:: ./media/sms_marketing17.png
|
||||
:align: center
|
||||
|
||||
@ -99,8 +99,7 @@ More common questions
|
||||
#. **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 </applications/general/developer_mode/activate>` under
|
||||
history of the SMSs sent is available on :ref:`developer mode <developer-mode>` under
|
||||
:menuselection:`Technical --> SMS`.
|
||||
|
||||
|
||||
|
||||
@ -209,7 +209,7 @@ alias in your mail server.
|
||||
.. 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
|
||||
:doc:`Developer mode </applications/general/developer_mode>`.
|
||||
:ref:`developer mode <developer-mode>`.
|
||||
|
||||
Then go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||
to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*).
|
||||
@ -218,7 +218,7 @@ alias in your mail server.
|
||||
:align: center
|
||||
|
||||
.. note:: By default inbound messages are fetched every 5 minutes in Odoo on-premise.
|
||||
You can change this value in :doc:`Developer mode </applications/general/developer_mode>`.
|
||||
You can change this value in :ref:`developer mode <developer-mode>`.
|
||||
Go to :menuselection:`Settings --> Technical --> Automation -->
|
||||
Scheduled Actions` and look for *Mail: Fetchmail Service*.
|
||||
|
||||
@ -239,11 +239,10 @@ or Sendgrid for mass mailings.
|
||||
A default outgoing email server is already configured. You should not create an alternative one
|
||||
unless you want to use a specific external outgoing email server for technical reasons.
|
||||
|
||||
To do this, you should first enable the :doc:`Developer mode
|
||||
</applications/general/developer_mode>` and then go to :menuselection:`Settings --> Technical
|
||||
--> Outgoing` e-mail servers. There you have to create two e-mail MTA server settings. One for
|
||||
transactional e-mails and one for mass mail servers. Be sure to mark the priority of transactional
|
||||
e-mail servers as low as the mass email servers.
|
||||
To do this, you should first activate the :ref:`developer mode <developer-mode>` and then go to
|
||||
:menuselection:`Settings --> Technical --> Outgoing` e-mail servers. There you have to create two
|
||||
e-mail MTA server settings. One for transactional e-mails and one for mass mail servers. Be sure to
|
||||
mark the priority of transactional e-mail servers as low as the mass email servers.
|
||||
|
||||
Now, go to :menuselection:`Email Marketing --> Settings` and enable *Dedicated Server*.
|
||||
With these settings, Odoo uses the server with the lower priority for transactional emails, and the
|
||||
|
||||
@ -11,8 +11,8 @@ improving their overall experience with the company.
|
||||
Enable it and understand a few concepts
|
||||
=======================================
|
||||
|
||||
The :doc:`Developer mode </applications/general/developer_mode>` must be activated. Then, go to
|
||||
:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown.
|
||||
The :ref:`developer mode <developer-mode>` must be activated. Then, go to :menuselection:`Settings
|
||||
--> Technical --> Templates`. A view of the existing templates is shown.
|
||||
|
||||
.. warning::
|
||||
**It is highly recommended not to change the content in existing templates unless the user has
|
||||
|
||||
@ -50,8 +50,8 @@ added to the *Print* menu list on its respective document form.
|
||||
:align: center
|
||||
:alt: View of an invoice form emphasizing the menu print for Odoo Studio
|
||||
|
||||
If activating the :doc:`Developer mode </applications/general/developer_mode/activate>`, additional fields
|
||||
such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible.
|
||||
If activating the :ref:`developer mode <developer-mode>`, additional fields such as *Class* under
|
||||
*Options*, and *Reload from attachment* under *Report*, become visible.
|
||||
|
||||
- *Class*: add custom CSS classes to the selected element (e.g. Bootstrap classes such as
|
||||
*text-danger*).
|
||||
|
||||
@ -116,7 +116,7 @@ Administrator* or managers.
|
||||
|
||||
- **Case scenario 5: change the tooltip of a field for all views.**
|
||||
|
||||
| Activate the :doc:`Developer mode </applications/general/developer_mode/activate>` and open Studio.
|
||||
| Activate the :ref:`developer mode <developer-mode>` and open Studio.
|
||||
| Select the necessary field and, under *Properties*, click on *More* to write your tooltip message
|
||||
on *Field Help*. The tooltip message is the explanatory message shown when the user hovers the
|
||||
field. The message here written is displayed on all views forms where the field is added.
|
||||
|
||||
@ -19,16 +19,15 @@ Seller Central and notify the customer.
|
||||
|
||||
.. note::
|
||||
To force the synchronization of an order whose status has not changed since the last
|
||||
synchronization, activate the :doc:`Developer mode </applications/general/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.
|
||||
synchronization, activate the :ref:`developer mode <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.
|
||||
|
||||
.. tip::
|
||||
To synchronize immediately the orders of your Amazon account switch to
|
||||
:doc:`Developer mode </applications/general/developer_mode>`, 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**.
|
||||
To synchronize immediately the orders of your Amazon account switch to :ref:`developer mode
|
||||
<developer-mode>`, 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
|
||||
========================
|
||||
|
||||
@ -97,9 +97,8 @@ 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
|
||||
:doc:`Developer mode </applications/general/developer_mode>` and navigate to
|
||||
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
|
||||
To modify the default products, activate the :ref:`developer mode <developer-mode>` and navigate
|
||||
to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
|
||||
Default Products`.
|
||||
|
||||
Configure taxes of products
|
||||
@ -130,8 +129,7 @@ marketplaces.
|
||||
<https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_. The marketplace
|
||||
must belong to the same region as that of your seller account.
|
||||
|
||||
To add a new marketplace, you must first enable :doc:`Developer mode
|
||||
</applications/general/developer_mode>`.
|
||||
To add a new marketplace, you must first activate the :ref:`developer mode <developer-mode>`.
|
||||
|
||||
Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors -->
|
||||
Amazon Sync --> Amazon Marketplaces`.
|
||||
|
||||
@ -41,8 +41,8 @@ Update the list of available modules
|
||||
New modules must be *discovered* by your Odoo instance to be available in the **Apps**
|
||||
menu.
|
||||
|
||||
To do so, activate the :doc:`Developer Mode </applications/general/developer_mode>`, and go to
|
||||
:menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation.
|
||||
To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Apps -->
|
||||
Update Apps List`. A wizard will ask for confirmation.
|
||||
|
||||
Install the Amazon/Authentication Patch
|
||||
=======================================
|
||||
|
||||
@ -48,7 +48,7 @@ parallel in existing installations.
|
||||
|
||||
To switch to the new synchronization mechanism:
|
||||
|
||||
#. Enable the :doc:`Developer mode </applications/general/developer_mode>`.
|
||||
#. Activate the :ref:`developer mode <developer-mode>`.
|
||||
#. 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)
|
||||
|
||||
@ -28,7 +28,7 @@ of re-planning it.
|
||||
|
||||
.. note::
|
||||
Repeated shifts are generated for the next six months. A modification is possible in
|
||||
:doc:`Developer mode </applications/general/developer_mode>`, from *Settings*.
|
||||
:ref:`developer mode <developer-mode>`, from *Settings*.
|
||||
|
||||
.. image:: media/rate_shift_generation.png
|
||||
:align: center
|
||||
|
||||
@ -100,9 +100,9 @@ Share stages across projects
|
||||
|
||||
| In order to have a clean Kanban view that works across projects, and to avoid duplicates,
|
||||
delineate specific stages for different projects.
|
||||
| :doc:`Activate the Developer mode </applications/general/developer_mode>` then go to
|
||||
:menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add
|
||||
the projects among which you would like to share stages.
|
||||
| Activate the :ref:`developer mode <developer-mode>` then go to :menuselection:`Project -->
|
||||
Configuration --> Stages`. Choose the respective one and add the projects among which you would
|
||||
like to share stages.
|
||||
|
||||
.. image:: media/share_stages.png
|
||||
:align: center
|
||||
|
||||
@ -29,9 +29,9 @@ by people according to the billable hours recorded, and even a timesheet table.
|
||||
If you do not have the Timesheets application installed
|
||||
-------------------------------------------------------
|
||||
|
||||
| Activate the :doc:`Developer mode </applications/general/developer_mode>`. Then go to
|
||||
*Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project -->
|
||||
Configuration --> Projects` and specify an *Analytic Account* under the needed project.
|
||||
| Activate the :ref:`developer mode <developer-mode>`. Then go to *Manager Users* and enable
|
||||
*Analytic Accounting*. Now, go to :menuselection:`Project --> Configuration --> Projects` and
|
||||
specify an *Analytic Account* under the needed project.
|
||||
| A *Profitability* menu to the costs and revenues of this analytic account is directly available
|
||||
in the Kanban view.
|
||||
|
||||
|
||||
@ -6,8 +6,8 @@ Odoo automatically timesheets on project/tasks upon time off requests. This allo
|
||||
overall control over the validation of timesheets, as it does not leave place for forgetfulness
|
||||
and questions after hours that have not been timesheeted by the employee.
|
||||
|
||||
Activate the :doc:`Developer mode </applications/general/developer_mode>`, go to *Timesheets*,
|
||||
and change the *Project* and *Task* set by default, if you like.
|
||||
Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and change the *Project*
|
||||
and *Task* set by default, if you like.
|
||||
|
||||
.. image:: media/record_time_off.png
|
||||
:align: center
|
||||
|
||||
@ -1,8 +0,0 @@
|
||||
========
|
||||
Settings
|
||||
========
|
||||
|
||||
|
||||
.. toctree::
|
||||
|
||||
settings/users_and_features
|
||||
@ -1,126 +0,0 @@
|
||||
|
||||
.. _db_management/documentation:
|
||||
|
||||
==================
|
||||
Users and Features
|
||||
==================
|
||||
|
||||
As the administrator of your database, you are responsible for its usage.
|
||||
This includes the Apps you install as well as the number of users currently
|
||||
in use.
|
||||
|
||||
Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
|
||||
but it is *not* a smartphone. You should apply caution when adding/removing
|
||||
features (especially Apps) on your database since this may impact your
|
||||
subscription amount significantly (or switch you from a free account
|
||||
to a paying one on our online platform).
|
||||
|
||||
This page contains some information as to how you can manage your Odoo
|
||||
instances. Before carrying any of these procedures, we **strongly** advise
|
||||
to test them on a duplicate of your database first. That way, if something goes
|
||||
wrong, your day-to-day business is not impacted.
|
||||
|
||||
.. note:: You can find guides on how to duplicate your databases both for
|
||||
:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
|
||||
installations.
|
||||
|
||||
.. note:: If you have questions about the content of this page or if you
|
||||
encounter an issue while carrying out these procedures, please contact
|
||||
us through our `support form <https://www.odoo.com/help>`__.
|
||||
|
||||
|
||||
Deactivating Users
|
||||
==================
|
||||
|
||||
.. note:: Make sure you have sufficient **administrative rights** if
|
||||
you want to change the status of any of your users.
|
||||
|
||||
In your Odoo instance, click on **Settings**. You will have a section
|
||||
showing you the active users on your database. Click on **Manage Users.**
|
||||
|
||||
+----------------+----------------+
|
||||
| |settings| | |browse_users| |
|
||||
+----------------+----------------+
|
||||
|
||||
You'll then see the list of your users.
|
||||
|
||||
.. image:: media/list_users.png
|
||||
:align: center
|
||||
|
||||
.. note:: The pre-selected filter *Internal Users* shows your paying
|
||||
users (different from the *Portal Users* which are free). If you
|
||||
remove this filter, you'll get all your users (the ones you pay for
|
||||
and the portal ones)
|
||||
|
||||
In your list of users, click on the user you want to deactivate. As soon
|
||||
as you are on the userform, click on the Action drop down menu, and
|
||||
then click on Archive.
|
||||
|
||||
.. image:: media/deactivate_user.png
|
||||
:align: center
|
||||
|
||||
|
||||
The user is now deactivated.
|
||||
|
||||
.. danger:: **Never** deactivate the main user (*admin*)
|
||||
|
||||
Uninstalling Apps
|
||||
=================
|
||||
|
||||
.. warning:: Make sure you first test what you are about to do on a
|
||||
:ref:`duplicate <duplicate_online>` of your database before making any
|
||||
changes (*especially* installing/uninstalling apps).
|
||||
|
||||
In your Odoo instance click on **Settings**; in this app, you will be
|
||||
able to see how many applications you have installed. Click on **Browse
|
||||
Apps** to access the list of your installed applications.
|
||||
|
||||
+----------------+----------------+
|
||||
| |settings| | |browse_apps| |
|
||||
+----------------+----------------+
|
||||
|
||||
In your applications' dashboard, you will see all the icons of your
|
||||
applications. Click on the application you want to uninstall. Then, on
|
||||
the form of the application, click on **Uninstall**.
|
||||
|
||||
.. image:: media/uninstall.png
|
||||
:align: center
|
||||
|
||||
.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
|
||||
etc. Therefore, the system will give you a warning message to advise
|
||||
you of what is about to be removed. If you uninstall your application,
|
||||
all its dependencies will be uninstalled as well (and the data in them
|
||||
will permanently disappear). If you are sure you still want to uninstall
|
||||
it, then click **Confirm**.
|
||||
|
||||
Last, after having checked the warning message (if any), click **Confirm**.
|
||||
|
||||
.. image:: media/uninstall_deps.png
|
||||
:align: center
|
||||
|
||||
You have finished uninstalling your application.
|
||||
|
||||
Good to know
|
||||
============
|
||||
|
||||
* **Uninstalling apps, managing users, etc. is up to you**: no one else can
|
||||
know if your business flow is broken better than you. If we were to uninstall
|
||||
applications for you, we would never be able to tell if relevant data had
|
||||
been removed or if one of your business flow was broken because we *do not
|
||||
know how you work* and therefore cannot validate these kinds of operations.
|
||||
|
||||
* **Odoo Apps have dependencies**: this means that you may need to install
|
||||
modules that you do not actively use to access some features of Odoo
|
||||
you might need. For example, the Website Builder app is needed to be
|
||||
able to show your customer their Quotes in a web page. Even though you
|
||||
might not need or use the Website itself, it is needed for the Online
|
||||
Quotes feature to work properly.
|
||||
|
||||
* **Always test app installation/removal on a duplicate** (or on a
|
||||
free trial database): that way you can know what other apps may
|
||||
be required, etc. This will avoid surprises when uninstalling
|
||||
or when receiving your invoices.
|
||||
|
||||
.. |settings| image:: media/settings_app.png
|
||||
.. |browse_apps| image:: media/browse_apps.png
|
||||
.. |browse_users| image:: media/browse_users.png
|
||||
@ -480,10 +480,9 @@ 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 on :doc:`Developer mode </applications/general/developer_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 :ref:`developer mode <developer-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.
|
||||
|
||||
CDN
|
||||
---
|
||||
@ -638,7 +637,7 @@ 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
|
||||
:doc:`Developer mode </applications/general/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 :ref:`developer mode <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.
|
||||
|
||||
@ -205,5 +205,8 @@ applications/general/unsplash/unsplash_application_id.rst applications/general/u
|
||||
applications/general/base_import/import_faq.rst applications/general/export_import_data.rst # base_import/import_faq -> odoo_basics/import_data
|
||||
applications/general/base_import/adapt_template.rst applications/general/export_import_data.rst # base_import/adapt_template -> odoo_basics/import_data
|
||||
content/applications/general/odoo_basics/export-data.rst applications/general/export_import_data.rst # odoo_basics/export-data -> export_import_data
|
||||
applications/settings/users_and_features.rst applications/general.rst # settings/users_and_features -> general
|
||||
applications/general/mobile.rst applications/general.rst # general/mobile -> general
|
||||
applications/general/developer_mode/activate.rst applications/general.rst # developer_mode/activate -> general
|
||||
|
||||
applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*
|
||||
|
||||
Loading…
Reference in New Issue
Block a user