diff --git a/_static/banners/my_odoo_portal.jpg b/_static/banners/my_odoo_portal.jpg new file mode 100644 index 000000000..dda972b9a Binary files /dev/null and b/_static/banners/my_odoo_portal.jpg differ diff --git a/portal/media/changemethod.png b/portal/media/changemethod.png new file mode 100644 index 000000000..df2a85b2a Binary files /dev/null and b/portal/media/changemethod.png differ diff --git a/portal/media/invoices.png b/portal/media/invoices.png new file mode 100644 index 000000000..48a9a472b Binary files /dev/null and b/portal/media/invoices.png differ diff --git a/portal/media/managepayment.png b/portal/media/managepayment.png new file mode 100644 index 000000000..aace54418 Binary files /dev/null and b/portal/media/managepayment.png differ diff --git a/portal/media/my_portal.png b/portal/media/my_portal.png new file mode 100644 index 000000000..de6fd850c Binary files /dev/null and b/portal/media/my_portal.png differ diff --git a/portal/media/quotation_accept.png b/portal/media/quotation_accept.png new file mode 100644 index 000000000..22d01a635 Binary files /dev/null and b/portal/media/quotation_accept.png differ diff --git a/portal/media/quotations.png b/portal/media/quotations.png new file mode 100644 index 000000000..82c73c4b5 Binary files /dev/null and b/portal/media/quotations.png differ diff --git a/portal/media/sales.png b/portal/media/sales.png new file mode 100644 index 000000000..e25b4218a Binary files /dev/null and b/portal/media/sales.png differ diff --git a/portal/media/subscriptionstatus.png b/portal/media/subscriptionstatus.png new file mode 100644 index 000000000..ef20f8d7a Binary files /dev/null and b/portal/media/subscriptionstatus.png differ diff --git a/portal/media/tickets.png b/portal/media/tickets.png new file mode 100644 index 000000000..ff42f5163 Binary files /dev/null and b/portal/media/tickets.png differ diff --git a/portal/my_odoo_portal.rst b/portal/my_odoo_portal.rst new file mode 100644 index 000000000..b20177c83 --- /dev/null +++ b/portal/my_odoo_portal.rst @@ -0,0 +1,116 @@ + +:banner: banners/my_odoo_portal.jpg + +============== +My Odoo Portal +============== + +In this section of the portal you will find all the communications between you +and Odoo, documents such Quotations, Sales Orders, Invoices and your Subscriptions. + +.. note :: To access this section you have to log with your username and password + to `Odoo `__ . If you are already logged-in just + click on your name on the top-right corner and select "My Account". + + +.. image:: media/my_portal.png + :align: center + +Quotations +========== + +Here you will find all the quotations sent to you by Odoo. For example, a +quotation can be generated for you after adding an Application or a User to your +database or if your contract has to be renewed. + +.. image:: media/quotations.png + :align: center + +The *Valid Until* column shows until when the quotation is valid; after that date +the quotation will be "Expired". By clicking on the quotation you will see all +the details of the offer, the pricing and other useful information. + +.. image:: media/quotation_accept.png + :align: center + +If you want to accept the quotation just click "Accept & Pay" and the quote +will get confirmed. If you don't want to accept it, or you need to ask for some +modifications, click on "Ask Changes Reject". + +Sales Orders +============ + +All your purchases within Odoo such as Upsells, Themes, Applications, etc. +will be registered under this section. + +.. image:: media/sales.png + :align: center + +By clicking on the sale order you can review the details of the products purchased +and process the payment. + +Invoices +======== + +All the invoices of your subscription(s), or generated by a sales order, will be +shown in this section. The tag before the Amount Due will indicate you if the +invoice has been paid. + +.. image:: media/invoices.png + :align: center + +Just click on the Invoice if you wish to see more information, pay the invoice +or download a PDF version of the document. + +Tickets +======= + +When you submit a ticket through `Odoo Support `__ +a ticket will be created. Here you can find all the tickets that you have opened, +the conversation between you and our Agents, the Status of the ticket and the ID +(# Ref). + +.. image:: media/tickets.png + :align: center + +Subscriptions +============= + +You can access to your Subscription with Odoo from this section. The first page +shows you the subscriptions that you have and their status. + +.. image:: media/subscriptionstatus.png + :align: center + +By clicking on the Subscription you will access to all the details regarding your +plan: this includes the number of applications purchased, the billing information +and the payment method. + +To change the payment method click on "Change Payment Method" and enter the new +credit card details. + +.. image:: media/changemethod.png + :align: center + +If you want to remove the credit cards saved, you can do it by clicking on +"Manage you payment methods" at the bottom of the page. Click then on "Delete" to +delete the payment method. + +.. image:: media/managepayment.png + :align: center + +.. warning :: At the date of the next invoice, if there is no payment + information provided or if your credit card has expired, the status of your + subscription will change to "To Renew". You will then have 7 days to + provide a valid method of payment. After this delay, the subscription will + be closed and you will no longer be able to access the database. + +Success Packs +============= +With a Success Pack/Partner Success Pack, you are assigned an expert to provide +unique personalized assistance to help you customize your solution and optimize +your workflows as part of your initial implementation. These hours never expire +allowing you to utilize them whenever you need support. + +.. seealso :: + If you need information about how to manage your database see :ref:`db_online` diff --git a/practical.rst b/practical.rst index 9e4524a37..2ceb82b86 100644 --- a/practical.rst +++ b/practical.rst @@ -10,4 +10,5 @@ Practical Information db_management/documentation db_management/db_online db_management/db_premise + portal/my_odoo_portal legal