[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 2021-06-01 18:13:47 +02:00 committed by Antoine Vandevenne (anv)
parent 9493bbf4f4
commit 2fb77cf3ff
49 changed files with 264 additions and 291 deletions

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@ -151,7 +151,7 @@ Check your outgoing email servers
There is a default mail server provided with Odoo.sh. 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 To use it, there must be no enabled outgoing mail server configured in your database in
:menuselection:`Settings --> Technical --> Outgoing Mail Servers` :menuselection:`Settings --> Technical --> Outgoing Mail Servers`
(:doc:`Developer mode </applications/general/developer_mode/activate>` must be activated). (:ref:`Developer mode <developer-mode>` must be activated).
After the import of your database, After the import of your database,
all outgoing email servers are disabled so you use the Odoo.sh email server provided by default. 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
Your module may not appear directly in your apps to install either, you need to update your apps list first: 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 </applications/general/developer_mode/activate>` * Activate the :ref:`developer mode <developer-mode>`
* in the apps menu, click the *Update Apps List* button, * in the apps menu, click the *Update Apps List* button,
* in the dialog that appears, click the *Update* button. * in the dialog that appears, click the *Update* button.

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@ -12,5 +12,4 @@ Applications
applications/marketing applications/marketing
applications/services applications/services
applications/productivity applications/productivity
applications/settings
applications/general applications/general

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@ -121,8 +121,7 @@ database, please `submit a support ticket <https://www.odoo.com/help>`_.
How can I update my bank credentials? How can I update my bank credentials?
------------------------------------- -------------------------------------
You can update your credentials in You can update your credentials in :ref:`developer mode <developer-mode>`.
:doc:`Developer mode </applications/general/developer_mode>`.
Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
Institution you want to edit, and click on *Update Credentials*. Institution you want to edit, and click on *Update Credentials*.

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@ -82,8 +82,8 @@ Update your synchronization credentials
You might have to update your Ponto credentials or modify the synchronization settings. You might have to update your Ponto credentials or modify the synchronization settings.
To do so, activate the :doc:`Developer Mode </applications/general/developer_mode>`, and go to To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Accounting
:menuselection:`Accounting --> Configuration --> Online Synchronization`. --> Configuration --> Online Synchronization`.
Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify
the synchronization settings. the synchronization settings.

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@ -274,8 +274,8 @@ with the same letter will share the same sequence. For example:
Sequences Sequences
~~~~~~~~~ ~~~~~~~~~
In case that you want to synchronize the next number in the sequence in Odoo based on the next 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 number in the AFIP POS, the next button that is visible under :ref:`developer mode <developer-mode>`
</applications/general/developer_mode>` can be used: can be used:
.. image:: media/argentina_edi_05.png .. image:: media/argentina_edi_05.png
:align: center :align: center

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@ -142,7 +142,7 @@ Journals
Once the DIAN has assigned the official sequence and prefix for the Once the DIAN has assigned the official sequence and prefix for the
electronic invoice resolution, the Sales journals related to your electronic invoice resolution, the Sales journals related to your
invoice documents need to be updated in Odoo. The sequence can be invoice documents need to be updated in Odoo. The sequence can be
accessed using the :doc:`Developer mode </applications/general/developer_mode>`: :menuselection:`Accounting --> accessed using the :ref:`developer mode <developer-mode>`: :menuselection:`Accounting -->
Settings --> Configuration Setting --> Journals`. Settings --> Configuration Setting --> Journals`.
.. image:: media/colombia09.png .. image:: media/colombia09.png

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@ -74,7 +74,7 @@ To get the certification just follow the following steps:
.. note:: .. note::
* To install the module in any system created before * To install the module in any system created before
December 18th 2017, you should update the modules list. December 18th 2017, you should update the modules list.
To do so, activate the :doc:`Developer mode </applications/general/developer_mode>`. To do so, activate the :ref:`developer mode <developer-mode>`.
Then go to the *Apps* menu and press *Update Modules List* in the top-menu. 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 * In case you run Odoo on-premise, you need to update your installation
and restart your server beforehand. and restart your server beforehand.
@ -156,8 +156,8 @@ Invoicing and Accounting apps.
it will be counted in the very next closing. it will be counted in the very next closing.
.. tip:: For test & audit purposes such closings can be manually generated in the .. tip:: For test & audit purposes such closings can be manually generated in the
:doc:`Developer mode </applications/general/developer_mode>`. Then go to :ref:`developer mode <developer-mode>`. Then go to :menuselection:`Settings -->
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`. Technical --> Automation --> Scheduled Actions`.
Responsibilities Responsibilities

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@ -111,7 +111,7 @@ Enabling CFDI Version 3.3
SaaS instance please ask for an upgrade by submitting a ticket to support in SaaS instance please ask for an upgrade by submitting a ticket to support in
https://www.odoo.com/help. https://www.odoo.com/help.
Enable the :doc:`Developer mode </applications/general/developer_mode>`. Activate the :ref:`developer mode <developer-mode>`.
Go and look the following technical parameter, on Go and look the following technical parameter, on
:menuselection:`Settings --> Technical --> Parameters --> System Parameters` :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 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 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 enable, to enable the Check with xsd feature follow the next steps (with the
:doc:`Developer mode </applications/general/developer_mode>` enabled). :ref:`developer mode <developer-mode>` enabled).
- Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions` - Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions`
- Look for the Action called "Download XSD files to CFDI" - Look for the Action called "Download XSD files to CFDI"

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@ -14,7 +14,7 @@ Activate the developer mode
=========================== ===========================
In order to have access to the financial report creation interface, the In order to have access to the financial report creation interface, the
:doc:`Developer mode </applications/general/developer_mode>` needs to be activated. :ref:`developer mode <developer-mode>` needs to be activated.
Create your financial report Create your financial report
============================ ============================

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@ -1,8 +1,9 @@
:show-content:
======= =======
General General
======= =======
.. toctree:: .. toctree::
general/odoo_basics general/odoo_basics
@ -13,6 +14,194 @@ General
general/payment_acquirers general/payment_acquirers
general/voip general/voip
general/in_app_purchase general/in_app_purchase
general/developer_mode
general/unsplash 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 <duplicate_online>` and :ref:`on premise <duplicate_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 <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:: 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 <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:: 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 odoos debug icon in a chromes 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.

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@ -1,8 +0,0 @@
==============
Developer Mode
==============
.. toctree::
:titlesonly:
developer_mode/activate

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@ -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 odoos debug icon in a chromes 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

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@ -24,8 +24,8 @@ IAP accounts
Credits to use IAP services are stored on IAP accounts, which are specific to each service and 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 database. By default, IAP accounts are common to all companies, but can be restricted to specific
ones. Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to ones. Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Technical
:menuselection:`Technical Settings --> IAP Account`. Settings --> IAP Account`.
.. image:: in_app_purchase/image2.png .. image:: in_app_purchase/image2.png
:align: center :align: center

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@ -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.

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@ -19,9 +19,9 @@ long as both environments are active).
:alt: Overview of a new company's form in Odoo :alt: Overview of a new company's form in Odoo
.. tip:: .. tip::
Activate the :doc:`Developer mode <developer_mode/activate>` to choose a *Favicon* Activate the :ref:`developer mode <developer-mode>` to choose a *Favicon* for each of your
for each of your companies, and easily identify them by the browser tabs. Set your companies, and easily identify them by the browser tabs. Set your favicons files size to 16x16
favicons files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted. or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
.. image:: multi_companies/favicon.png .. image:: multi_companies/favicon.png
:align: center :align: center

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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>`_ `pricing page <https://www.odoo.com/pricing>`_
for more information. for more information.
With the :doc:`Developer mode </applications/general/developer_mode>` activated, *User Types* can With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected.
be selected.
.. image:: users/user-type.png .. image:: users/user-type.png
:align: center :align: center
@ -121,8 +120,8 @@ can reaccess your database using your new password.
Access Rights in detail Access Rights in detail
======================= =======================
Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Settings --> Users
:menuselection:`Settings --> Users & Companies --> Groups`. & Companies --> Groups`.
Groups Groups
------ ------
@ -203,4 +202,4 @@ the user can have access.
.. seealso:: .. seealso::
- :doc:`../multi_companies` - :doc:`../multi_companies`
- :doc:`../../settings/users_and_features` - :doc:`../../general`

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@ -14,7 +14,7 @@ Create a Barcode Nomenclature
Odoo supports Barcode Nomenclatures, which determine the mapping and Odoo supports Barcode Nomenclatures, which determine the mapping and
interpretation of the encoded information. You can configure your barcode nomenclature being in 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`. To do so, go to :menuselection:`Inventory --> Configuration --> Barcode Nomenclature`.
You can create a barcode nomenclature from there, and then add a line to You can create a barcode nomenclature from there, and then add a line to

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@ -44,8 +44,7 @@ production orders, deliveries and supplier purchases.
Configure and run the scheduler (for advanced users) Configure and run the scheduler (for advanced users)
---------------------------------------------------- ----------------------------------------------------
To use this feature, you have to enable the To use this feature, you have to activate the :ref:`developer mode <developer-mode>`.
:doc:`Developer mode </applications/general/developer_mode>` mode.
Then, go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` Then, go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`
and modify the *Run MRP Scheduler Configuration*. There, you can set and modify the *Run MRP Scheduler Configuration*. There, you can set

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@ -184,7 +184,7 @@ accounting modes.
Usually, based on your country, the correct accounting mode will be Usually, based on your country, the correct accounting mode will be
chosen by default. If you want to verify your accounting mode, activate 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. settings.
Manual Inventory Valuation Manual Inventory Valuation

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@ -47,8 +47,8 @@ all the contacts needed, and under *Action* select *Send SMS*.
Set up SMS templates Set up SMS templates
==================== ====================
To set up *SMS Templates*, activate the :doc:`Developer mode </applications/general/developer_mode/activate>`, To set up *SMS Templates*, activate the :ref:`developer mode <developer-mode>`, then go to
then go to :menuselection:`Technical --> SMS Templates`. :menuselection:`Technical --> SMS Templates`.
.. image:: ./media/sms_marketing17.png .. image:: ./media/sms_marketing17.png
:align: center :align: center

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@ -99,8 +99,7 @@ More common questions
#. **Do I have a history of the sent SMSs?** #. **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 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 history of the SMSs sent is available on :ref:`developer mode <developer-mode>` under
:doc:`Developer mode </applications/general/developer_mode/activate>` under
:menuselection:`Technical --> SMS`. :menuselection:`Technical --> SMS`.

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@ -209,7 +209,7 @@ alias in your mail server.
.. tip:: All the aliases are customizable in Odoo. .. tip:: All the aliases are customizable in Odoo.
Object aliases can be edited from their respective configuration view. Object aliases can be edited from their respective configuration view.
To edit catchall and bounce aliases, you first need to activate the 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` Then go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`
to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*). to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*).
@ -218,7 +218,7 @@ alias in your mail server.
:align: center :align: center
.. note:: By default inbound messages are fetched every 5 minutes in Odoo on-premise. .. 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 --> Go to :menuselection:`Settings --> Technical --> Automation -->
Scheduled Actions` and look for *Mail: Fetchmail Service*. 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 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. 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 To do this, you should first activate the :ref:`developer mode <developer-mode>` and then go to
</applications/general/developer_mode>` and then go to :menuselection:`Settings --> Technical :menuselection:`Settings --> Technical --> Outgoing` e-mail servers. There you have to create two
--> Outgoing` e-mail servers. There you have to create two e-mail MTA server settings. One for e-mail MTA server settings. One for transactional e-mails and one for mass mail servers. Be sure to
transactional e-mails and one for mass mail servers. Be sure to mark the priority of transactional mark the priority of transactional e-mail servers as low as the mass email servers.
e-mail servers as low as the mass email servers.
Now, go to :menuselection:`Email Marketing --> Settings` and enable *Dedicated Server*. 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 With these settings, Odoo uses the server with the lower priority for transactional emails, and the

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@ -11,8 +11,8 @@ improving their overall experience with the company.
Enable it and understand a few concepts Enable it and understand a few concepts
======================================= =======================================
The :doc:`Developer mode </applications/general/developer_mode>` must be activated. Then, go to The :ref:`developer mode <developer-mode>` must be activated. Then, go to :menuselection:`Settings
:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown. --> Technical --> Templates`. A view of the existing templates is shown.
.. warning:: .. warning::
**It is highly recommended not to change the content in existing templates unless the user has **It is highly recommended not to change the content in existing templates unless the user has

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@ -50,8 +50,8 @@ added to the *Print* menu list on its respective document form.
:align: center :align: center
:alt: View of an invoice form emphasizing the menu print for Odoo Studio :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 If activating the :ref:`developer mode <developer-mode>`, additional fields such as *Class* under
such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible. *Options*, and *Reload from attachment* under *Report*, become visible.
- *Class*: add custom CSS classes to the selected element (e.g. Bootstrap classes such as - *Class*: add custom CSS classes to the selected element (e.g. Bootstrap classes such as
*text-danger*). *text-danger*).

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@ -116,7 +116,7 @@ Administrator* or managers.
- **Case scenario 5: change the tooltip of a field for all views.** - **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 | 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 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. field. The message here written is displayed on all views forms where the field is added.

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@ -19,16 +19,15 @@ Seller Central and notify the customer.
.. note:: .. note::
To force the synchronization of an order whose status has not changed since the last 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>`, synchronization, activate the :ref:`developer mode <developer-mode>`, navigate to your Amazon
navigate to your Amazon account and modify the date under account and modify the date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a
:menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status date anterior to the last status change of the order that you wish to synchronize and save.
change of the order that you wish to synchronize and save.
.. tip:: .. tip::
To synchronize immediately the orders of your Amazon account switch to To synchronize immediately the orders of your Amazon account switch to :ref:`developer mode
:doc:`Developer mode </applications/general/developer_mode>`, head to your Amazon account and click on <developer-mode>`, head to your Amazon account and click on **SYNC ORDERS**. The same can be done
**SYNC ORDERS**. The same can be done with order cancellations and pickings by clicking with order cancellations and pickings by clicking on **SYNC CANCELLATIONS** and **SYNC
on **SYNC CANCELLATIONS** and **SYNC PICKINGS**. PICKINGS**.
Manage deliveries in FBM Manage deliveries in FBM
======================== ========================

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@ -97,9 +97,8 @@ code, a default database product **Amazon Sale** is used. The same is done with
**Amazon Shipping** and the shipping code. **Amazon Shipping** and the shipping code.
.. note:: .. note::
To modify the default products, activate the To modify the default products, activate the :ref:`developer mode <developer-mode>` and navigate
:doc:`Developer mode </applications/general/developer_mode>` and navigate to to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Default Products`. Default Products`.
Configure taxes of products Configure taxes of products
@ -130,8 +129,7 @@ marketplaces.
<https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_. The marketplace <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. 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 <developer-mode>`.
</applications/general/developer_mode>`.
Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors -->
Amazon Sync --> Amazon Marketplaces`. Amazon Sync --> Amazon Marketplaces`.

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@ -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** New modules must be *discovered* by your Odoo instance to be available in the **Apps**
menu. menu.
To do so, activate the :doc:`Developer Mode </applications/general/developer_mode>`, and go to To do so, activate the :ref:`developer mode <developer-mode>`, and go to :menuselection:`Apps -->
:menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation. Update Apps List`. A wizard will ask for confirmation.
Install the Amazon/Authentication Patch Install the Amazon/Authentication Patch
======================================= =======================================

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@ -48,7 +48,7 @@ parallel in existing installations.
To switch to the new synchronization mechanism: 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` #. Go to :menuselection:`Settings --> Technical --> Scheduled Actions`
#. Archive the old synchronization actions (both are named *Ebay: update product status*) #. 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) #. 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)

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@ -28,7 +28,7 @@ of re-planning it.
.. note:: .. note::
Repeated shifts are generated for the next six months. A modification is possible in 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 .. image:: media/rate_shift_generation.png
:align: center :align: center

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@ -100,9 +100,9 @@ Share stages across projects
| In order to have a clean Kanban view that works across projects, and to avoid duplicates, | In order to have a clean Kanban view that works across projects, and to avoid duplicates,
delineate specific stages for different projects. delineate specific stages for different projects.
| :doc:`Activate the Developer mode </applications/general/developer_mode>` then go to | Activate the :ref:`developer mode <developer-mode>` then go to :menuselection:`Project -->
:menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add Configuration --> Stages`. Choose the respective one and add the projects among which you would
the projects among which you would like to share stages. like to share stages.
.. image:: media/share_stages.png .. image:: media/share_stages.png
:align: center :align: center

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@ -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 If you do not have the Timesheets application installed
------------------------------------------------------- -------------------------------------------------------
| Activate the :doc:`Developer mode </applications/general/developer_mode>`. Then go to | Activate the :ref:`developer mode <developer-mode>`. Then go to *Manager Users* and enable
*Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project --> *Analytic Accounting*. Now, go to :menuselection:`Project --> Configuration --> Projects` and
Configuration --> Projects` and specify an *Analytic Account* under the needed project. specify an *Analytic Account* under the needed project.
| A *Profitability* menu to the costs and revenues of this analytic account is directly available | A *Profitability* menu to the costs and revenues of this analytic account is directly available
in the Kanban view. in the Kanban view.

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@ -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 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. and questions after hours that have not been timesheeted by the employee.
Activate the :doc:`Developer mode </applications/general/developer_mode>`, go to *Timesheets*, Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and change the *Project*
and change the *Project* and *Task* set by default, if you like. and *Task* set by default, if you like.
.. image:: media/record_time_off.png .. image:: media/record_time_off.png
:align: center :align: center

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@ -1,8 +0,0 @@
========
Settings
========
.. toctree::
settings/users_and_features

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@ -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

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@ -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. same visitor will not load any other Javascript resource.
.. note:: .. note::
If you work on :doc:`Developer mode </applications/general/developer_mode>`, the CSS and If you work on :ref:`developer mode <developer-mode>`, the CSS and Javascript are neither
Javascript are neither concatenated, nor minified. Thus, it's much slower. But it allows you to concatenated, nor minified. Thus, it's much slower. But it allows you to easily debug with the
easily debug with the Chrome debugger as CSS and Javascript resources are not transformed from Chrome debugger as CSS and Javascript resources are not transformed from their original versions.
their original versions.
CDN 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 and there is no other indexing rule than specified in the sitemap
to be found at following address. to be found at following address.
You can customize the file *robots* in You can customize the file *robots* in :ref:`developer mode <developer-mode>` from *Settings -->
:doc:`Developer mode </applications/general/developer_mode>` from *Settings --> Technical --> Technical --> User Interface --> Views* (exclude robots, exclude some pages, redirect to a custom
User Interface --> Views* (exclude robots, exclude some pages, redirect to a custom Sitemap). Sitemap). Make the Model Data of the view *Non Updatable* to not reset the file after system
Make the Model Data of the view *Non Updatable* to not reset the file after system upgrades. upgrades.

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@ -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/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 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 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/* applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*