diff --git a/content/administration/odoo_sh/getting_started/create.rst b/content/administration/odoo_sh/getting_started/create.rst index f44ff19cf..583a45364 100644 --- a/content/administration/odoo_sh/getting_started/create.rst +++ b/content/administration/odoo_sh/getting_started/create.rst @@ -151,7 +151,7 @@ Check your outgoing email servers There is a default mail server provided with Odoo.sh. To use it, there must be no enabled outgoing mail server configured in your database in :menuselection:`Settings --> Technical --> Outgoing Mail Servers` -(:doc:`Developer mode ` must be activated). +(:ref:`Developer mode ` must be activated). After the import of your database, all outgoing email servers are disabled so you use the Odoo.sh email server provided by default. diff --git a/content/administration/odoo_sh/getting_started/first_module.rst b/content/administration/odoo_sh/getting_started/first_module.rst index d2ad364b3..fdc7c6f93 100644 --- a/content/administration/odoo_sh/getting_started/first_module.rst +++ b/content/administration/odoo_sh/getting_started/first_module.rst @@ -263,7 +263,7 @@ and on your production you would not like your module to be installed automatica Your module may not appear directly in your apps to install either, you need to update your apps list first: -* activate the :doc:`Developer mode ` +* Activate the :ref:`developer mode ` * in the apps menu, click the *Update Apps List* button, * in the dialog that appears, click the *Update* button. diff --git a/content/applications.rst b/content/applications.rst index df8123d14..208da8203 100644 --- a/content/applications.rst +++ b/content/applications.rst @@ -12,5 +12,4 @@ Applications applications/marketing applications/services applications/productivity - applications/settings applications/general diff --git a/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst b/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst index ea3d38303..82fcfbb9e 100644 --- a/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst +++ b/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst @@ -121,8 +121,7 @@ database, please `submit a support ticket `_. How can I update my bank credentials? ------------------------------------- -You can update your credentials in -:doc:`Developer mode `. +You can update your credentials in :ref:`developer mode `. Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the Institution you want to edit, and click on *Update Credentials*. diff --git a/content/applications/finance/accounting/bank/feeds/ponto.rst b/content/applications/finance/accounting/bank/feeds/ponto.rst index 38256c711..632d8eb3b 100644 --- a/content/applications/finance/accounting/bank/feeds/ponto.rst +++ b/content/applications/finance/accounting/bank/feeds/ponto.rst @@ -82,8 +82,8 @@ Update your synchronization credentials You might have to update your Ponto credentials or modify the synchronization settings. -To do so, activate the :doc:`Developer Mode `, and go to -:menuselection:`Accounting --> Configuration --> Online Synchronization`. +To do so, activate the :ref:`developer mode `, and go to :menuselection:`Accounting +--> Configuration --> Online Synchronization`. Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify the synchronization settings. diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst index 9c906fbb5..451515d9f 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst @@ -274,8 +274,8 @@ with the same letter will share the same sequence. For example: Sequences ~~~~~~~~~ In case that you want to synchronize the next number in the sequence in Odoo based on the next -number in the AFIP POS, the next button that is visible under :doc:`developer mode -` can be used: +number in the AFIP POS, the next button that is visible under :ref:`developer mode ` +can be used: .. image:: media/argentina_edi_05.png :align: center diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst index 2b4c2817d..e304be8f6 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst @@ -142,7 +142,7 @@ Journals Once the DIAN has assigned the official sequence and prefix for the electronic invoice resolution, the Sales journals related to your invoice documents need to be updated in Odoo. The sequence can be -accessed using the :doc:`Developer mode `: :menuselection:`Accounting --> +accessed using the :ref:`developer mode `: :menuselection:`Accounting --> Settings --> Configuration Setting --> Journals`. .. image:: media/colombia09.png diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/france.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/france.rst index 63b2407fb..3633eef74 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/france.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/france.rst @@ -74,7 +74,7 @@ To get the certification just follow the following steps: .. note:: * To install the module in any system created before December 18th 2017, you should update the modules list. - To do so, activate the :doc:`Developer mode `. + To do so, activate the :ref:`developer mode `. Then go to the *Apps* menu and press *Update Modules List* in the top-menu. * In case you run Odoo on-premise, you need to update your installation and restart your server beforehand. @@ -156,8 +156,8 @@ Invoicing and Accounting apps. it will be counted in the very next closing. .. tip:: For test & audit purposes such closings can be manually generated in the - :doc:`Developer mode `. Then go to - :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`. + :ref:`developer mode `. Then go to :menuselection:`Settings --> + Technical --> Automation --> Scheduled Actions`. Responsibilities diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst index caa3ca0b8..89516080a 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst @@ -111,7 +111,7 @@ Enabling CFDI Version 3.3 SaaS instance please ask for an upgrade by submitting a ticket to support in https://www.odoo.com/help. -Enable the :doc:`Developer mode `. +Activate the :ref:`developer mode `. Go and look the following technical parameter, on :menuselection:`Settings --> Technical --> Parameters --> System Parameters` @@ -630,7 +630,7 @@ Enabling Explicit errors on the CFDI using the XSD local validator (CFDI 3.3) Frequently you want receive explicit errors from the fields incorrectly set on the xml, those errors are better informed to the user if the check is enable, to enable the Check with xsd feature follow the next steps (with the -:doc:`Developer mode ` enabled). +:ref:`developer mode ` enabled). - Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions` - Look for the Action called "Download XSD files to CFDI" diff --git a/content/applications/finance/accounting/reporting/overview/customize.rst b/content/applications/finance/accounting/reporting/overview/customize.rst index 6aa7cba3b..e27fb6a1d 100644 --- a/content/applications/finance/accounting/reporting/overview/customize.rst +++ b/content/applications/finance/accounting/reporting/overview/customize.rst @@ -14,7 +14,7 @@ Activate the developer mode =========================== In order to have access to the financial report creation interface, the -:doc:`Developer mode ` needs to be activated. +:ref:`developer mode ` needs to be activated. Create your financial report ============================ diff --git a/content/applications/general.rst b/content/applications/general.rst index ea863936f..5745694dd 100644 --- a/content/applications/general.rst +++ b/content/applications/general.rst @@ -1,8 +1,9 @@ +:show-content: + ======= General ======= - .. toctree:: general/odoo_basics @@ -13,6 +14,194 @@ General general/payment_acquirers general/voip general/in_app_purchase - general/developer_mode general/unsplash - general/mobile + +.. _general/users-features: + +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 section 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 ` and :ref:`on premise ` + installations. + +.. note:: If you have questions about the content of this section or if you + encounter an issue while carrying out these procedures, please contact + us through our `support form `__. + + +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:: general/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:: general/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 ` 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:: general/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:: general/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:: general/settings_app.png +.. |browse_apps| image:: general/browse_apps.png +.. |browse_users| image:: general/browse_users.png + +.. _developer-mode: + +Activate the developer mode (debug mode) +======================================== + +The developer mode (or debug mode) gives you access to extra and advanced tools. + +Through the Settings application +-------------------------------- + +Go to :menuselection:`Settings --> Activate the developer mode`. + +.. image:: general/settings.png + :align: center + :alt: Overview of the debug options under settings in Odoo + +.. note:: + *Activate the developer mode (with assets)* is used by developers; *Activate the developer mode + (with tests assets)* is used by developers and testers. + +Once activated, the *Deactivate the developer mode* option becomes available. + +Through a browser extension +--------------------------- + +| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the + extension is installed, a new icon will be shown on your toolbar. +| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a + double click enables it with assets. To deactivate it, use a single click. + +.. image:: general/monkey.png + :align: center + :alt: View of odoo’s debug icon in a chrome’s toolbar + +Through the URL +--------------- + +In the URL add ``?debug=1`` or ``?debug=true`` after *web*. + +.. image:: general/url.png + :align: center + :alt: Overview of an url with the debug mode command added in Odoo + +.. tip:: + Developers: type ``?debug=assets`` and activate the mode with assets. + +Locate the mode tools +--------------------- + +The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the +header of your pages. + +.. image:: general/button_location.png + :align: center + :alt: Overview of a console page and the debug icon being shown in Odoo + +Mobile 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)` +and make sure that **Push Notifications** is checked. diff --git a/content/applications/settings/media/browse_apps.png b/content/applications/general/browse_apps.png similarity index 100% rename from content/applications/settings/media/browse_apps.png rename to content/applications/general/browse_apps.png diff --git a/content/applications/settings/media/browse_users.png b/content/applications/general/browse_users.png similarity index 100% rename from content/applications/settings/media/browse_users.png rename to content/applications/general/browse_users.png diff --git a/content/applications/general/developer_mode/media/button_location.png b/content/applications/general/button_location.png similarity index 100% rename from content/applications/general/developer_mode/media/button_location.png rename to content/applications/general/button_location.png diff --git a/content/applications/settings/media/deactivate_user.png b/content/applications/general/deactivate_user.png old mode 100755 new mode 100644 similarity index 100% rename from content/applications/settings/media/deactivate_user.png rename to content/applications/general/deactivate_user.png diff --git a/content/applications/general/developer_mode.rst b/content/applications/general/developer_mode.rst deleted file mode 100644 index 2a901fa88..000000000 --- a/content/applications/general/developer_mode.rst +++ /dev/null @@ -1,8 +0,0 @@ -============== -Developer Mode -============== - -.. toctree:: - :titlesonly: - - developer_mode/activate \ No newline at end of file diff --git a/content/applications/general/developer_mode/activate.rst b/content/applications/general/developer_mode/activate.rst deleted file mode 100644 index 5f7dd20e1..000000000 --- a/content/applications/general/developer_mode/activate.rst +++ /dev/null @@ -1,54 +0,0 @@ -=================================== -Activate the Developer (Debug) Mode -=================================== - -The Developer or Debug Mode gives you access to extra and advanced tools. - -Through the Settings application --------------------------------- - -Go to :menuselection:`Settings --> Activate the developer mode`. - -.. image:: media/settings.png - :align: center - :alt: Overview of the debug options under settings in Odoo - -.. note:: - *Activate the developer mode (with assets)* is used by developers; *Activate the developer mode - (with tests assets)* is used by developers and testers. - -Once activated, the *Deactivate the developer mode* option becomes available. - -Through a browser extension ---------------------------- - -| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the - extension is installed, a new icon will be shown on your toolbar. -| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a - double click enables it with assets. To deactivate it, use a single click. - -.. image:: media/monkey.png - :align: center - :alt: View of odoo’s debug icon in a chrome’s toolbar - -Through the URL ---------------- - -In the URL add ``?debug=1`` or ``?debug=true`` after *web*. - -.. image:: media/url.png - :align: center - :alt: Overview of an url with the debug mode command added in Odoo - -.. tip:: - Developers: type ``?debug=assets`` and activate the mode with assets. - -Locate the mode tools ---------------------- - -The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the -header of your pages. - -.. image:: media/button_location.png - :align: center - :alt: Overview of a console page and the debug icon being shown in Odoo diff --git a/content/applications/general/in_app_purchase.rst b/content/applications/general/in_app_purchase.rst index 60549a9f7..33e61eba6 100644 --- a/content/applications/general/in_app_purchase.rst +++ b/content/applications/general/in_app_purchase.rst @@ -24,8 +24,8 @@ IAP accounts Credits to use IAP services are stored on IAP accounts, which are specific to each service and database. By default, IAP accounts are common to all companies, but can be restricted to specific -ones. Activate the :doc:`Developer mode `, then go to -:menuselection:`Technical Settings --> IAP Account`. +ones. Activate the :ref:`developer mode `, then go to :menuselection:`Technical +Settings --> IAP Account`. .. image:: in_app_purchase/image2.png :align: center diff --git a/content/applications/settings/media/list_users.png b/content/applications/general/list_users.png similarity index 100% rename from content/applications/settings/media/list_users.png rename to content/applications/general/list_users.png diff --git a/content/applications/general/mobile.rst b/content/applications/general/mobile.rst deleted file mode 100644 index 2e2747b12..000000000 --- a/content/applications/general/mobile.rst +++ /dev/null @@ -1,13 +0,0 @@ - -====== -Mobile -====== - -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)` -and make sure that **Push Notifications** is checked. diff --git a/content/applications/general/developer_mode/media/monkey.png b/content/applications/general/monkey.png similarity index 100% rename from content/applications/general/developer_mode/media/monkey.png rename to content/applications/general/monkey.png diff --git a/content/applications/general/multi_companies.rst b/content/applications/general/multi_companies.rst index e2403c69a..c7a545c80 100644 --- a/content/applications/general/multi_companies.rst +++ b/content/applications/general/multi_companies.rst @@ -19,9 +19,9 @@ long as both environments are active). :alt: Overview of a new company's form in Odoo .. tip:: - Activate the :doc:`Developer mode ` to choose a *Favicon* - 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. + Activate the :ref:`developer mode ` to choose a *Favicon* 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. .. image:: multi_companies/favicon.png :align: center diff --git a/content/applications/general/odoo_basics/users.rst b/content/applications/general/odoo_basics/users.rst index 159535ccc..cd77aa086 100644 --- a/content/applications/general/odoo_basics/users.rst +++ b/content/applications/general/odoo_basics/users.rst @@ -39,8 +39,7 @@ the user. The user must click on it to accept the invitation and create a login. `pricing page `_ for more information. -With the :doc:`Developer mode ` activated, *User Types* can -be selected. +With the :ref:`developer mode ` activated, *User Types* can be selected. .. image:: users/user-type.png :align: center @@ -121,8 +120,8 @@ can reaccess your database using your new password. Access Rights in detail ======================= -Activate the :doc:`Developer mode `, then go to -:menuselection:`Settings --> Users & Companies --> Groups`. +Activate the :ref:`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` \ No newline at end of file + - :doc:`../../general` \ No newline at end of file diff --git a/content/applications/general/developer_mode/media/settings.png b/content/applications/general/settings.png similarity index 100% rename from content/applications/general/developer_mode/media/settings.png rename to content/applications/general/settings.png diff --git a/content/applications/settings/media/settings_app.png b/content/applications/general/settings_app.png similarity index 100% rename from content/applications/settings/media/settings_app.png rename to content/applications/general/settings_app.png diff --git a/content/applications/settings/media/uninstall.png b/content/applications/general/uninstall.png similarity index 100% rename from content/applications/settings/media/uninstall.png rename to content/applications/general/uninstall.png diff --git a/content/applications/settings/media/uninstall_deps.png b/content/applications/general/uninstall_deps.png similarity index 100% rename from content/applications/settings/media/uninstall_deps.png rename to content/applications/general/uninstall_deps.png diff --git a/content/applications/general/developer_mode/media/url.png b/content/applications/general/url.png similarity index 100% rename from content/applications/general/developer_mode/media/url.png rename to content/applications/general/url.png diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/barcode_nomenclature.rst b/content/applications/inventory_and_mrp/inventory/barcode/operations/barcode_nomenclature.rst index 76ebc72b4..c5bf1dc77 100644 --- a/content/applications/inventory_and_mrp/inventory/barcode/operations/barcode_nomenclature.rst +++ b/content/applications/inventory_and_mrp/inventory/barcode/operations/barcode_nomenclature.rst @@ -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 `. +:ref:`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 diff --git a/content/applications/inventory_and_mrp/inventory/management/planning/schedulers.rst b/content/applications/inventory_and_mrp/inventory/management/planning/schedulers.rst index 6d9bd92e6..ab2389cab 100644 --- a/content/applications/inventory_and_mrp/inventory/management/planning/schedulers.rst +++ b/content/applications/inventory_and_mrp/inventory/management/planning/schedulers.rst @@ -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 ` mode. +To use this feature, you have to activate the :ref:`developer mode `. Then, go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and modify the *Run MRP Scheduler Configuration*. There, you can set diff --git a/content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst b/content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst index cc65d9706..26e816e16 100644 --- a/content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst +++ b/content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst @@ -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 ` and open your accounting +the :ref:`developer mode ` and open your accounting settings. Manual Inventory Valuation diff --git a/content/applications/marketing/sms_marketing/overview/integrations_and_template.rst b/content/applications/marketing/sms_marketing/overview/integrations_and_template.rst index 7401e73b7..9be1dbabe 100644 --- a/content/applications/marketing/sms_marketing/overview/integrations_and_template.rst +++ b/content/applications/marketing/sms_marketing/overview/integrations_and_template.rst @@ -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 `, -then go to :menuselection:`Technical --> SMS Templates`. +To set up *SMS Templates*, activate the :ref:`developer mode `, then go to +:menuselection:`Technical --> SMS Templates`. .. image:: ./media/sms_marketing17.png :align: center diff --git a/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst b/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst index 62b38743c..48332a510 100644 --- a/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst +++ b/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst @@ -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 ` under + history of the SMSs sent is available on :ref:`developer mode ` under :menuselection:`Technical --> SMS`. diff --git a/content/applications/productivity/discuss/advanced/email_servers.rst b/content/applications/productivity/discuss/advanced/email_servers.rst index 0a04ef33a..06f7dfcfd 100644 --- a/content/applications/productivity/discuss/advanced/email_servers.rst +++ b/content/applications/productivity/discuss/advanced/email_servers.rst @@ -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 `. + :ref:`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 `. + You can change this value in :ref:`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 -` 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 ` 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 diff --git a/content/applications/productivity/discuss/advanced/email_template.rst b/content/applications/productivity/discuss/advanced/email_template.rst index 993b95a20..63631d34f 100644 --- a/content/applications/productivity/discuss/advanced/email_template.rst +++ b/content/applications/productivity/discuss/advanced/email_template.rst @@ -11,8 +11,8 @@ improving their overall experience with the company. Enable it and understand a few concepts ======================================= -The :doc:`Developer mode ` must be activated. Then, go to -:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown. +The :ref:`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 diff --git a/content/applications/productivity/studio/how_to/reports.rst b/content/applications/productivity/studio/how_to/reports.rst index 0c059e067..bbcc4e378 100644 --- a/content/applications/productivity/studio/how_to/reports.rst +++ b/content/applications/productivity/studio/how_to/reports.rst @@ -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 `, additional fields -such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible. +If activating the :ref:`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*). diff --git a/content/applications/productivity/studio/use_cases/models_fields.rst b/content/applications/productivity/studio/use_cases/models_fields.rst index 8a898e68d..c56aa19fa 100644 --- a/content/applications/productivity/studio/use_cases/models_fields.rst +++ b/content/applications/productivity/studio/use_cases/models_fields.rst @@ -116,7 +116,7 @@ Administrator* or managers. - **Case scenario 5: change the tooltip of a field for all views.** -| Activate the :doc:`Developer mode ` and open Studio. +| Activate the :ref:`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. diff --git a/content/applications/sales/sales/amazon_connector/manage.rst b/content/applications/sales/sales/amazon_connector/manage.rst index 2094907c0..7a7edfcb1 100644 --- a/content/applications/sales/sales/amazon_connector/manage.rst +++ b/content/applications/sales/sales/amazon_connector/manage.rst @@ -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 `, - 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 `, 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 `, 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 + `, head to your Amazon account and click on **SYNC ORDERS**. The same can be done + with order cancellations and pickings by clicking on **SYNC CANCELLATIONS** and **SYNC + PICKINGS**. Manage deliveries in FBM ======================== diff --git a/content/applications/sales/sales/amazon_connector/setup.rst b/content/applications/sales/sales/amazon_connector/setup.rst index 32f0ea545..2c6059f79 100644 --- a/content/applications/sales/sales/amazon_connector/setup.rst +++ b/content/applications/sales/sales/amazon_connector/setup.rst @@ -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 ` and navigate to - :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> + To modify the default products, activate the :ref:`developer mode ` and navigate + to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Default Products`. Configure taxes of products @@ -130,8 +129,7 @@ marketplaces. `_. 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 -`. +To add a new marketplace, you must first activate the :ref:`developer mode `. Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Marketplaces`. diff --git a/content/applications/sales/sales/amazon_connector/update.rst b/content/applications/sales/sales/amazon_connector/update.rst index 9362ac74d..cedb42471 100644 --- a/content/applications/sales/sales/amazon_connector/update.rst +++ b/content/applications/sales/sales/amazon_connector/update.rst @@ -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 `, and go to -:menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation. +To do so, activate the :ref:`developer mode `, and go to :menuselection:`Apps --> +Update Apps List`. A wizard will ask for confirmation. Install the Amazon/Authentication Patch ======================================= diff --git a/content/applications/sales/sales/ebay_connector/setup.rst b/content/applications/sales/sales/ebay_connector/setup.rst index a15e77c2e..64cc0dd75 100644 --- a/content/applications/sales/sales/ebay_connector/setup.rst +++ b/content/applications/sales/sales/ebay_connector/setup.rst @@ -48,7 +48,7 @@ parallel in existing installations. To switch to the new synchronization mechanism: -#. Enable the :doc:`Developer mode `. +#. Activate the :ref:`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) diff --git a/content/applications/services/planning/overview/duplicate_a_planning.rst b/content/applications/services/planning/overview/duplicate_a_planning.rst index 4caa02fb6..34082e930 100644 --- a/content/applications/services/planning/overview/duplicate_a_planning.rst +++ b/content/applications/services/planning/overview/duplicate_a_planning.rst @@ -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 `, from *Settings*. + :ref:`developer mode `, from *Settings*. .. image:: media/rate_shift_generation.png :align: center diff --git a/content/applications/services/project/advanced/advanced_projects.rst b/content/applications/services/project/advanced/advanced_projects.rst index 9a61cd0e4..5868e38a4 100644 --- a/content/applications/services/project/advanced/advanced_projects.rst +++ b/content/applications/services/project/advanced/advanced_projects.rst @@ -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 ` 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 ` 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 diff --git a/content/applications/services/project/advanced/profitability.rst b/content/applications/services/project/advanced/profitability.rst index b4bb60fbe..da7cc63ec 100644 --- a/content/applications/services/project/advanced/profitability.rst +++ b/content/applications/services/project/advanced/profitability.rst @@ -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 `. 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 `. 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. diff --git a/content/applications/services/timesheets/overview/time_off.rst b/content/applications/services/timesheets/overview/time_off.rst index cc7884aae..e47fa9e15 100644 --- a/content/applications/services/timesheets/overview/time_off.rst +++ b/content/applications/services/timesheets/overview/time_off.rst @@ -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 `, go to *Timesheets*, -and change the *Project* and *Task* set by default, if you like. +Activate the :ref:`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 diff --git a/content/applications/settings.rst b/content/applications/settings.rst deleted file mode 100644 index 27a9c4970..000000000 --- a/content/applications/settings.rst +++ /dev/null @@ -1,8 +0,0 @@ -======== -Settings -======== - - -.. toctree:: - - settings/users_and_features diff --git a/content/applications/settings/users_and_features.rst b/content/applications/settings/users_and_features.rst deleted file mode 100644 index b79b6a828..000000000 --- a/content/applications/settings/users_and_features.rst +++ /dev/null @@ -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 ` and :ref:`on 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 `__. - - -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 ` 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 diff --git a/content/applications/websites/website/optimize/seo.rst b/content/applications/websites/website/optimize/seo.rst index e11f26cf4..4b839e359 100644 --- a/content/applications/websites/website/optimize/seo.rst +++ b/content/applications/websites/website/optimize/seo.rst @@ -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 `, 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 `, 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 ` 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 ` 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. diff --git a/redirects.txt b/redirects.txt index 982878556..671319b44 100644 --- a/redirects.txt +++ b/redirects.txt @@ -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/*