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[IMP] *: harmonize formatting

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- Removed the numbering from headings because it was either inconsistent, breaking the implicit hyperlink target or useless.
- Fixed incorrect heading formattings.
- Replaced hand-written flows by the :menuselection: directive
This commit is contained in:
Antoine Vandevenne (anv) 2020-01-08 11:05:57 +01:00 committed by Antoine Vandevenne (anv)
parent 73fff57983
commit 4bb2eeda11
78 changed files with 810 additions and 621 deletions
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6
accounting/bank/feeds/coda.rst
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@ -21,8 +21,8 @@ Install the CODA feature
If you have installed the Belgian Chart of Account provided with Odoo,
the CODA import feature is already installed by default. In such a case,
you can move directly to the next section `Import your first coda
file <InstallCoda_>`_
you can move directly to the next section :ref:`Import your first coda
file <accounting/InstallCoda>`
If CODA is not activated yet, you need to do it first. In the Accounting
application, go to the menu :menuselection:`Configuration --> Settings`. From the
@ -49,7 +49,7 @@ create all your bank statements.
If the file is successfully loaded, you will get redirected to the bank
reconciliation screen with all the transactions to reconcile.
.. _InstallCoda:
.. _accounting/InstallCoda:
Importing CODA files
====================

5
accounting/bank/misc/interbank.rst
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@ -73,7 +73,8 @@ internal transfer. Select the **Bank** you want to transfer to, specify the
**Amount** and add a **Memo** if you wish.
.. note::
The memo is important if you wish to automatically reconcile (`see <Reconcile_>`_).
The memo is important if you wish to automatically reconcile (see `Import bank statements and
reconcile`_).
.. image:: media/interbank02.png
:align: center
@ -84,8 +85,6 @@ In terms of accounting the money is now booked in the transfer account.
We'll need to import bank statements to book the money in the final
accounts.
.. _Reconcile:
Import bank statements and reconcile
------------------------------------

91
accounting/localizations/colombia.rst
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@ -3,7 +3,7 @@ Colombia
========
Introduction
~~~~~~~~~~~~
============
Electronic invoicing for Colombia is available from Odoo 12 and
requires the next modules:
@ -15,17 +15,19 @@ requires the next modules:
required for the Integration with Carvajal T&S and generate the
electronic invoice, based on the DIAN legal requirements.
Workflow
~~~~~~~~
========
.. image:: media/colombia01.png
:align: center
Configuration
~~~~~~~~~~~~~
1. Install the Colombian localization modules
---------------------------------------------
Configuration
=============
Install the Colombian localization modules
------------------------------------------
For this, go in Apps and search for Colombia. Then click Install for
the first two modules.
@ -33,8 +35,9 @@ the first two modules.
.. image:: media/colombia02.png
:align: center
2. Configure credentials for Carvajal T&S web service
-----------------------------------------------------
Configure credentials for Carvajal T&S web service
--------------------------------------------------
Once that the modules are installed, in order to be able to connect
with Carvajal T&S Web Service, it's necessary to configure the user
@ -54,8 +57,9 @@ here: https://cenfinancierolab.cen.biz
Once that Odoo and Carvajal T&S is fully configured and ready for
production the testing environment can be disabled.
3. Configure your report data
-----------------------------
Configure your report data
--------------------------
As part of the configurable information that is sent in the XML, you
can define the data for the fiscal section and the bank information in
@ -67,14 +71,15 @@ look for the *Colombian Electronic Invoice* section.
.. image:: media/colombia04.png
:align: center
4. Configure data required in the XML
-------------------------------------
4.1 Partner
+++++++++++
Configure data required in the XML
----------------------------------
4.1.1 Identification
^^^^^^^^^^^^^^^^^^^^
Partner
~~~~~~~
Identification
^^^^^^^^^^^^^^
As part of the Colombian Localization, the document types defined by
the DIAN are now available on the Partner form. Colombian partners
@ -88,8 +93,9 @@ have to have their identification number and document type set:
will split this number when the data to the third party vendor is
sent.
4.1.2 Fiscal structure (RUT)
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Fiscal structure (RUT)
^^^^^^^^^^^^^^^^^^^^^^
The partner's responsibility codes (section 53 in the RUT document)
are included as part of the electronic invoice module given that is
@ -104,8 +110,9 @@ Purchase Tab --> Fiscal Information`
Additionally two booleans fields were added in order to specify the
fiscal regimen of the partner.
4.2 Taxes
+++++++++
Taxes
~~~~~
If your sales transactions include products with taxes, it's important
to consider that an extra field *Value Type* needs to be configured
@ -121,8 +128,9 @@ to correctly display taxes in the invoice PDF.
.. image:: media/colombia08.png
:align: center
4.3 Journals
++++++++++++
Journals
~~~~~~~~
Once the DIAN has assigned the official sequence and prefix for the
electronic invoice resolution, the Sales journals related to your
@ -139,8 +147,9 @@ should be configured and synchronized with the CEN Financiero.
.. image:: media/colombia10.png
:align: center
4.4 Users
+++++++++
Users
~~~~~
The default template that is used by Odoo on the invoice PDF includes
the job position of the salesperson, so these fields should be
@ -149,17 +158,19 @@ configured:
.. image:: media/colombia11.png
:align: center
Usage and testing
~~~~~~~~~~~~~~~~~
1. Invoice
----------
Usage and testing
=================
Invoice
-------
When all your master data and credentials has been configured, it's
possible to start testing the electronic invoice workflow.
1.1 Invoice creation
++++++++++++++++++++
Invoice creation
~~~~~~~~~~~~~~~~
The functional workflow that takes place before an invoice validation
doesn't change. The main changes that are introduced with the
@ -180,8 +191,9 @@ There are three types of documents:
this invoice is added to the ERP, this invoice type should be
selected.
1.2 Invoice validation
++++++++++++++++++++++
Invoice validation
~~~~~~~~~~~~~~~~~~
After the invoice is validated an XML file is created and sent
automatically to Carvajal, this file is displayed in the chatter.
@ -197,8 +209,9 @@ displayed with the Electronic Invoice status, with the initial value
.. image:: media/colombia14.png
:align: center
1.3 Reception of legal XML and PDF
++++++++++++++++++++++++++++++++++
Reception of legal XML and PDF
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The electronic invoice vendor receives the XML file and proceeds to
validate the structure and the information in it, if everything is
@ -219,8 +232,9 @@ After this:
- The Electronic Invoice status changes to "Accepted"
1.4 Common errors
+++++++++++++++++
Common errors
~~~~~~~~~~~~~
During the XML validation the most common errors are usually related
to missing master data. In such cases, error messages are shown in the
@ -239,8 +253,9 @@ button:
.. image:: media/colombia19.png
:align: center
2. Additional use cases
-----------------------
Additional use cases
--------------------
The process for credit and debit notes is exactly the same as the
invoice, the functional workflow remains the same as well.

79
accounting/localizations/colombia_ES.rst
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@ -2,8 +2,6 @@
Colombia (ES)
=============
**Facturación Electrónica para Colombia**
Introducción
============
@ -34,8 +32,8 @@ Flujo General
Configuración
=============
1. Instalación de los módulos de Localización Colombiana
--------------------------------------------------------
Instalación de los módulos de Localización Colombiana
-----------------------------------------------------
Para esto ve a las aplicaciones y busca “Colombia”, luego da click en
Instalar a los primeros dos módulos:
@ -43,8 +41,9 @@ Instalar a los primeros dos módulos:
.. image:: media/colombia02.png
:align: center
2. Configuración de las credenciales del Servicio Web de Carvajal T&S
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Configuración de las credenciales del Servicio Web de Carvajal T&S
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
| Una vez que los módulos están instalados, para poderte conectar con el
Servicio Web de Carvajal T&S, es necesario configurar el Usuario y las
@ -55,18 +54,19 @@ Instalar a los primeros dos módulos:
.. image:: media/colombia_ES02.png
:align: center
| La funcionalidad de pruebas le permite conectarse e interactuar con el
ambiente piloto de Carvajal T&S, esto permite a los usuarios probar el
flujo completo y la integración con el Portal Financiero CEN, al cual
se accede a través de la siguiente liga: `Cenfinanciero <https://cenfinancierolab.cen.biz>`__,
La funcionalidad de pruebas le permite conectarse e interactuar con el
ambiente piloto de Carvajal T&S, esto permite a los usuarios probar el
flujo completo y la integración con el Portal Financiero CEN, al cual
se accede a través de la siguiente liga: `Cenfinanciero <https://cenfinancierolab.cen.biz>`_.
Una vez que el ambiente de producción está listo en Odoo y en Carvajal
T&S el ambiente de pruebas debe ser deshabilitado para poder enviar la
información al ambiente de producción de Carvajal, para el cual es
utilizada la siguiente URL: `Cenfinanciero <https://cenfinancierolab.cen.biz>`__,
utilizada la siguiente URL: `Cenfinanciero <https://cenfinancierolab.cen.biz>`_.
3. Configuración de Información para PDF
----------------------------------------
Configuración de Información para PDF
-------------------------------------
| Como parte de la información configurable que es enviada en el XML,
puedes definir los datos de la sección fiscal del PDF, así como de la
@ -77,15 +77,15 @@ utilizada la siguiente URL: `Cenfinanciero <https://cenfinancierolab.cen.biz>`__
.. image:: media/colombia_ES03.png
:align: center
4. Configuración de los Datos Principales Requeridos en el XML
--------------------------------------------------------------
4.1 Contacto (Tercero)
~~~~~~~~~~~~~~~~~~~~~~
Configuración de los Datos Principales Requeridos en el XML
-----------------------------------------------------------
4.1.1 Identificación
~~~~~~~~~~~~~~~~~~~~
Contacto (Tercero)
~~~~~~~~~~~~~~~~~~
Identificación
^^^^^^^^^^^^^^
Como parte de la Localización Colombiana, los tipos de documentos
definidos por la DIAN ahora están disponibles en el formulario de
@ -100,8 +100,9 @@ ingresada en Odoo incluyendo el Dígito de Verificación. Odoo separará
este número cuando la información sea enviada a los proveedores
terceros.
4.1.2 Estructura Fiscal (RUT)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Estructura Fiscal (RUT)
^^^^^^^^^^^^^^^^^^^^^^^
Los Códigos de tipo de Obligación aplicables a los terceros (sección 53
en el documento de RUT), son incluidos como parte del módulo de
@ -119,8 +120,8 @@ electrónica de Carvajal, únicamente se hace distinción de entre Grandes
Contribuyentes y Régimen simplificado, por lo se muestran solo estas dos
opciones.
4.2 Impuestos
-------------
Impuestos
~~~~~~~~~
Si tus transacciones de ventas incluyen productos con impuestos, es
importante considerar que un campo adicional llamado *Tipo de Valor*
@ -138,8 +139,9 @@ en la representación gráfica de la Factura. (PDF)
.. image:: media/colombia_ES07.png
:align: center
4.3 Diarios
-----------
Diarios
~~~~~~~
Una vez que la DIAN ha asignado la secuencia y prefijo oficiales para la
resolución de la Facturación Electrónica, los Diarios de Ventas
@ -159,8 +161,9 @@ Número deben ser configurados y sincronizados con el CEN Financiero.
.. image:: media/colombia_ES09.png
:align: center
4.4 Usuarios
------------
Usuarios
~~~~~~~~
La plantilla por defecto que es usada por Odoo en la representación
gráfica incluye el nombre del Vendedor, así que estos campos deben ser
@ -169,6 +172,7 @@ considerados:
.. image:: media/colombia_ES10.png
:align: center
Uso y Pruebas
=============
@ -179,8 +183,9 @@ Una vez que toda la información principal y las credenciales han sido
configuradas, es posible empezar a probar el flujo de la Facturación
Electrónica siguiendo las instrucciones que se detallan a continuación:
1. Invoice Creation
~~~~~~~~~~~~~~~~~~~
Invoice Creation
~~~~~~~~~~~~~~~~
El flujo de trabajo funcional que lleva lugar antes de la validación de
una factura continua siendo igual con Facturación Electrónica,
@ -206,8 +211,9 @@ Hay tres tipos de documentos
.. image:: media/colombia_ES11.png
1. Invoice Validation
~~~~~~~~~~~~~~~~~~~~~
Invoice Validation
~~~~~~~~~~~~~~~~~~
Después que la factura fue validada, un archivo XML es creado y enviado
automáticamente al proveedor de la factura electrónica. Este archivo es
@ -224,8 +230,9 @@ Electrónica, con el valor inicial **En Proceso**.
.. image:: media/colombia_ES13.png
:align: center
1. Recepción del XML y PDF Legal
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Recepción del XML y PDF Legal
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
| El proveedor de la Factura Electrónica recibe el archivo XML y procede
a validar la información y la estructura contenida. Si todo es
@ -255,8 +262,9 @@ Electrónica, con el valor inicial **En Proceso**.
.. image:: media/colombia_ES16.png
:align: center
1. Errores Frecuentes
~~~~~~~~~~~~~~~~~~~~~
Errores Frecuentes
~~~~~~~~~~~~~~~~~~
Durante la validación del XML los errores más comunes usualmente están
relacionados con información principal faltante. En estos casos, los
@ -276,6 +284,7 @@ siguiente botón:
.. image:: media/colombia_ES19.png
:align: center
Casos de Uso adicionales
------------------------

50
accounting/localizations/france.rst
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@ -50,9 +50,9 @@ Getting compliant with Odoo is very easy.
Your company is requested by the tax administration to deliver a certificate
of conformity testifying that your software complies with the anti-fraud
legislation. This certificate is granted by Odoo SA to Odoo Enterprise users
`here <https://www.odoo.com/my/contract/french-certification/>`__.
`here <https://www.odoo.com/my/contract/french-certification/>`_.
If you use Odoo Community, you should
`upgrade to Odoo Enterprise <https://www.odoo.com/documentation/online/setup/enterprise.html>`__
`upgrade to Odoo Enterprise <https://www.odoo.com/documentation/online/setup/enterprise.html>`_
or contact your Odoo service provider.
In case of non-conformity, your company risks a fine of €7,500.
@ -63,27 +63,28 @@ To get the certification just follow the following steps:
*Apps* menu:
* if you use Odoo Point of Sale: *l10n_fr_pos_cert*: France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)
* in any other case: *l10n_fr_certification*: France - VAT Anti-Fraud Certification (CGI 286 I-3 bis)
* Make sure a country is set on your company, otherwise your entries won’t be
encrypted for the inalterability check. To edit your company’s data,
go to :menuselection:`Settings --> Users & Companies --> Companies`.
Select a country from the list; Do not create a new country.
* Download the mandatory certificate of conformity delivered by Odoo SA `here <https://www.odoo.com/my/contract/french-certification/>`__.
.. note:: * To install the module in any system created before
December 18th 2017, you should update the modules list.
To do so, activate the developer mode from the *Settings* 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
and restart your server beforehand.
* If you have installed the initial version of the anti-fraud module
(prior to December 18th 2017), you need to update it.
The module's name was *France - Accounting - Certified CGI 286 I-3 bis*.
After an update of the modules list, search for
the updated module in *Apps*, select it and click *Upgrade*.
Finally, make sure the following module *l10n_fr_sale_closing*
is installed.
.. note::
* To install the module in any system created before
December 18th 2017, you should update the modules list.
To do so, activate the developer mode from the *Settings* 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
and restart your server beforehand.
* If you have installed the initial version of the anti-fraud module
(prior to December 18th 2017), you need to update it.
The module's name was *France - Accounting - Certified CGI 286 I-3 bis*.
After an update of the modules list, search for
the updated module in *Apps*, select it and click *Upgrade*.
Finally, make sure the following module *l10n_fr_sale_closing*
is installed.
Anti-fraud features
-------------------
@ -179,17 +180,6 @@ More Information
You will find more information about this legislation in the official documents:
* `Frequently Asked Questions <https://www.economie.gouv.fr/files/files/directions_services/dgfip/controle_fiscal/actualites_reponses/logiciels_de_caisse.pdf>`__
* `Official Statement <http://bofip.impots.gouv.fr/bofip/10691-PGP.html?identifiant=BOI-TVA-DECLA-30-10-30-20160803>`__
* `Item 88 of Finance Law 2016 <https://www.legifrance.gouv.fr/affichTexteArticle.do?idArticle=JORFARTI000031732968&categorieLien=id&cidTexte=JORFTEXT000031732865>`__
* `Frequently Asked Questions <https://www.economie.gouv.fr/files/files/directions_services/dgfip/controle_fiscal/actualites_reponses/logiciels_de_caisse.pdf>`_
* `Official Statement <http://bofip.impots.gouv.fr/bofip/10691-PGP.html?identifiant=BOI-TVA-DECLA-30-10-30-20160803>`_
* `Item 88 of Finance Law 2016 <https://www.legifrance.gouv.fr/affichTexteArticle.do?idArticle=JORFARTI000031732968&categorieLien=id&cidTexte=JORFTEXT000031732865>`_

23
accounting/localizations/italy_IT.rst
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@ -8,6 +8,7 @@ contabilità. Per testare la fattura elettronica i dati devono essere
reali e non inventati, altrimenti il sistema dell’agenzia delle entrate
non riconoscerà l’interscambio di informazioni.
Configurare le informazioni sulla tua Azienda
=============================================
@ -25,7 +26,7 @@ elettronica sono i seguenti:
Ministero. Lo stesso server deve essere configurato come server che
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
puo’ consultare la relativa
`guida <https://www.odoo.com/documentation/user/13.0/discuss/email_servers.html>`__.
`guida <https://www.odoo.com/documentation/user/13.0/discuss/email_servers.html>`_.
- Indirizzo PEC dell’ Azienda, tale indirizzo deve essere lo stesso
registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
@ -50,8 +51,8 @@ elettronica sono i seguenti:
:align: center
1. Configurare le impostazioni per la Fatturazione Elettronica
--------------------------------------------------------------
Configurare le impostazioni per la Fatturazione Elettronica
-----------------------------------------------------------
- Numero di iscrizione nel registro Imprese tenuto presso la Camera di
Commercio.
@ -66,8 +67,8 @@ elettronica sono i seguenti:
:align: center
1. Configurare il profilo dei clienti
-------------------------------------
Configurare il profilo dei clienti
----------------------------------
Per un corretto utilizzo dell’applicazione, il profilo di clienti e
fornitori, nell’applicazione contatti, deve essere configurato con le
@ -101,22 +102,22 @@ schermata della fattura.
I messaggi che possono apparire sono i seguenti:
1. Fattura invitata. In attesa di accettazione
#. Fattura invitata. In attesa di accettazione
2. Invio fallito. Puoi modificare la fattura ed inviarla di nuovo
#. Invio fallito. Puoi modificare la fattura ed inviarla di nuovo
3. La fattura è stata correttamente inviata ed accettata dal
#. La fattura è stata correttamente inviata ed accettata dal
destinatario.
I vari stadi di spedizione e recezione della fattura sono visibili anche
dall’elenco delle Fatture nella forma di icone, accanto alla colonna
“Stato” dall’applicazione contabilità.
*Icona Rossa:* Invio fallito
*Icona Rossa*: Invio fallito
*Icona Gialla:* Fattura invitata. In attesa di accettazione
*Icona Gialla*: Fattura invitata. In attesa di accettazione
*Icona Verde:* Fattura inviata e accettata dal destinatario
*Icona Verde*: Fattura inviata e accettata dal destinatario
Per inviare la fattura tramite PEC e generare il file XML, basterà
cliccare su invia. Il documento verrà poi mostrato tra gli allegati.

308
accounting/localizations/mexico.rst
View File

@ -10,8 +10,9 @@ Mexico
information necessary to allow you use odoo in a Company with the country
"Mexico" set.
Introduction
~~~~~~~~~~~~
============
The mexican localization is a group of 3 modules:
@ -29,16 +30,18 @@ accounting and invoicing system due to all the set of normal requirements for
this market, becoming your Odoo in the perfect solution to administer your
company in Mexico.
Configuration
~~~~~~~~~~~~~
=============
.. tip::
After the configuration we will give you the process to test everything,
try to follow step by step in order to allow you to avoid expend time on
fix debugging problems. In any step you can recall the step and try again.
1. Install the Mexican Accounting Localization
----------------------------------------------
Install the Mexican Accounting Localization
-------------------------------------------
For this, go in Apps and search for Mexico. Then click on *Install*.
@ -50,8 +53,9 @@ For this, go in Apps and search for Mexico. Then click on *Install*.
as country when creating your account, the mexican localization will be
automatically installed.
2. Electronic Invoices (CDFI 3.2 and 3.3 format)
------------------------------------------------
Electronic Invoices (CDFI 3.2 and 3.3 format)
---------------------------------------------
To enable this requirement in Mexico go to configuration in accounting Go in
:menuselection:`Accounting --> Settings` and enable the option on the image
@ -64,8 +68,9 @@ integrate with the normal invoicing flow in Odoo.
.. _mx-legal-info:
3. Set you legal information in the company
-------------------------------------------
Set you legal information in the company
----------------------------------------
First, make sure that your company is configured with the correct data.
Go in :menuselection:`Settings --> Users --> Companies`
@ -81,8 +86,9 @@ company’s contact.
.. image:: media/mexico03.png
:align: center
4. Set the proper "Fiscal Position" on the partner that represent the company
-----------------------------------------------------------------------------
Set the proper "Fiscal Position" on the partner that represent the company
--------------------------------------------------------------------------
Go In the same form where you are editing the company save the record in
order to set this form as a readonly and on readonly view click on the partner
@ -90,13 +96,14 @@ link, then edit it and set in the *Invoicing* tab the proper Fiscal Information
(for the **Test Environment** this must be *601 - General de Ley Personas
Morales*, just search it as a normal Odoo field if you can't see the option).
5. Enabling CFDI Version 3.3
----------------------------
Enabling CFDI Version 3.3
-------------------------
.. warning::
This steps are only necessary when you will enable the CFDI 3.3 (only available
for V11.0 and above) if you do not have Version 11.0 or above on your
SaaS instance please ask for an upgrade sending a ticket to support in
SaaS instance please ask for an upgrade by submitting a ticket to support in
https://www.odoo.com/help.
Enable debug mode:
@ -118,8 +125,9 @@ the entry with this name does not exist).
.. image:: media/mexico11.png
:align: center
Important considerations when yo enable the CFDI 3.3
====================================================
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Your tax which represent the VAT 16% and 0% must have the "Factor Type" field
set to "Tasa".
@ -142,8 +150,9 @@ properly set, you can export them and re import them to do it faster.
.. image:: media/mexico15.png
:align: center
6. Configure the PAC in order to sign properly the invoices
-----------------------------------------------------------
Configure the PAC in order to sign properly the invoices
--------------------------------------------------------
To configure the EDI with the **PACs**, you can go in
:menuselection:`Accounting --> Settings --> Electronic Invoicing (MX)`.
@ -179,7 +188,8 @@ and then enter your PAC username and PAC password.
- `Certificate Key`_
- **Password:** 12345678a
7. Configure the tag in sales taxes
Configure the tag in sales taxes
-----------------------------------
This tag is used to set the tax type code, transferred or withhold, applicable
@ -192,8 +202,9 @@ So, if the tax is a sale tax the "Tag" field should be "IVA", "ISR" or "IEPS".
Note that the default taxes already has a tag assigned, but when you create a
new tax you should choose a tag.
Usage and testing
~~~~~~~~~~~~~~~~~
=================
Invoicing
---------
@ -221,6 +232,7 @@ like.
.. image:: media/mexico09.png
:align: center
Cancelling invoices
-------------------
@ -228,23 +240,19 @@ The cancellation process is completely linked to the normal cancellation in Odoo
If the invoice is not paid.
- Go to to the customer invoice journal where the invoice belong to
- Go to to the customer invoice journal where the invoice belong to.
.. image:: media/mexico28.png
:align: center
.. image:: media/mexico28.png
.. image:: media/mexico29.png
:align: center
.. image:: media/mexico29.png
- Check the "Allow cancelling entries" field
- Check the "Allow cancelling entries" field.
.. image:: media/mexico29.png
:align: center
.. image:: media/mexico29.png
- Go back to your invoice and click on the button "Cancel Invoice"
- Go back to your invoice and click on the button "Cancel Invoice".
.. image:: media/mexico30.png
:align: center
.. image:: media/mexico30.png
- For security reasons it is recommendable return the check on the to allow
cancelling to false again, then go to the journal and un check such field.
@ -259,13 +267,14 @@ If the invoice is not paid.
cancel such document, this payments must be cancelled to following the same
approach but setting the "Allow Cancel Entries" in the payment itself.
Payments (Just available for CFDI 3.3)
--------------------------------------
To generate the payment complement you only need to follow the normal payment
process in Odoo, this considerations to understand the behavior are important.
1. To generate payment complement the payment term in the invoice must be
#. To generate payment complement the payment term in the invoice must be
PPD, because It is the expected behavior legally required for
"Cash payment".
@ -297,26 +306,27 @@ process in Odoo, this considerations to understand the behavior are important.
``30% Advance End of Following Month``, this is an installments term,
then the attribute ``MetodoPago`` will be ``PPD``.
2. To test a normal signed payment just create an invoice with payment term
#. To test a normal signed payment just create an invoice with payment term
``30% Advance End of Following Month`` and then register a payment to it.
3. You must print the payment in order to retrieve the PDF properly.
4. Regarding the "Payments in Advance" you must create a proper invoice with
#. You must print the payment in order to retrieve the PDF properly.
#. Regarding the "Payments in Advance" you must create a proper invoice with
the payment in advance itself as a product line setting the proper SAT code
following the procedure on the official documentation `given by the SAT`_
in the section **Apéndice 2 Procedimiento para la emisión de los CFDI en el
caso de anticipos recibidos**.
5. Related to topic 4 it is blocked the possibility to create a Customer
#. Related to topic 4 it is blocked the possibility to create a Customer
Payment without a proper invoice.
Accounting
----------
The accounting for Mexico in odoo is composed by 3 reports:
1. Chart of Account (Called and shown as COA).
2. Electronic Trial Balance.
3. DIOT report.
#. Chart of Account (Called and shown as COA).
#. Electronic Trial Balance.
#. DIOT report.
1 and 2 are considered as the electronic accounting, and the DIOT is a report
1. and 2. are considered as the electronic accounting, and the DIOT is a report
only available on the context of the accounting.
You can find all those reports in the original report menu on Accounting app.
@ -324,8 +334,9 @@ You can find all those reports in the original report menu on Accounting app.
.. image:: media/mexico16.png
:align: center
Electronic Accounting (Requires Accounting App)
===============================================
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Electronic Chart of account CoA
-------------------------------
@ -337,7 +348,8 @@ button **Export for SAT (XML)**
.. image:: media/mexico19.png
:align: center
**How to add new accounts?**
How to add new accounts ?
~~~~~~~~~~~~~~~~~~~~~~~~~
If you add an account with the coding convention NNN.YY.ZZ where NNN.YY is a
SAT coding group then your account will be automatically configured.
@ -352,7 +364,8 @@ xml.
.. image:: media/mexico20.png
:align: center
**What is the meaning of the tag?**
What is the meaning of the tag ?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To know all possible tags you can read the `Anexo 24`_ in the SAT
website on the section called **Código agrupador de cuentas del SAT**.
@ -363,6 +376,7 @@ website on the section called **Código agrupador de cuentas del SAT**.
your database) then you will have the more common tags if the tag you need
is not created you can create one on the fly.
Electronic Trial Balance
------------------------
@ -378,10 +392,12 @@ period you want to export.
All the normal auditory and analysis features are available here also as any
regular Odoo Report.
DIOT Report (Requires Accounting App)
=====================================
**What is the DIOT and the importance of presenting it SAT**
DIOT Report (Requires Accounting App)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
What is the DIOT and the importance of presenting it SAT
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When it comes to procedures with the SAT Administration Service we know that
we should not neglect what we present. So that things should not happen in Odoo.
@ -395,7 +411,8 @@ This applies both to individuals and to the moral as well, so if we have VAT
for submitting to the SAT and also dealing with suppliers it is necessary to.
submit the DIOT:
**When to file the DIOT and in what format?**
When to file the DIOT and in what format ?
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
It is simple to present the DIOT, since like all format this you can obtain
it in the page of the SAT, it is the electronic format A-29 that you can find
@ -406,7 +423,8 @@ present the DIOT, just as we do with VAT, so that if in January we have deals
with suppliers, by February we must present the information pertinent to
said data.
**Where the DIOT is presented?**
Where the DIOT is presented ?
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
You can present DIOT in different ways, it is up to you which one you will
choose and which will be more comfortable for you than you will present every
@ -421,7 +439,8 @@ address, these records can be presented in a digital storage medium such as a
CD or USB, which once validated you will be returned, so do not doubt that you
will still have these records and of course, your CD or USB.
**One more fact to know: the Batch load?**
One more fact to know: the Batch load ?
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When reviewing the official SAT documents on DIOT, you will find the Batch
load, and of course the first thing we think is what is that ?, and according
@ -441,37 +460,35 @@ Third Parties.
You can find the `official information here`_.
**How Generate this report in odoo?**
How Generate this report in Odoo ?
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
- Go to :menuselection:`Accounting --> Reports --> Mexico --> Transactions with third partied (DIOT)`.
#. Go to :menuselection:`Accounting --> Reports --> Mexico --> Transactions with third partied (DIOT)`.
.. image:: media/mexico23.png
:align: center
.. image:: media/mexico23.png
- A report view is shown, select last month to report the immediate before
month you are or left the current month if it suits to you.
#. A report view is shown, select last month to report the immediate before
month you are or left the current month if it suits to you.
.. image:: media/mexico25.png
:align: center
.. image:: media/mexico25.png
- Click on "Export (TXT).
#. Click on "Export (TXT).
.. image:: media/mexico24.png
:align: center
.. image:: media/mexico24.png
- Save in a secure place the downloaded file and go to SAT website and follow
the necessary steps to declare it.
#. Save in a secure place the downloaded file and go to SAT website and follow
the necessary steps to declare it.
Important considerations on your Supplier and Invice data for the DIOT
======================================================================
Important considerations on your Supplier and Invoice data for the DIOT
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- All suppliers must have set the fields on the accounting tab called "DIOT
Information", the *L10N Mx Nationality* field is filled with just select the
proper country in the address, you do not need to do anything else there, but
the *L10N Mx Type Of Operation* must be filled by you in all your suppliers.
.. image:: media/mexico22.png
:align: center
.. image:: media/mexico22.png
- There are 3 options of VAT for this report, 16%, 0% and exempt, an invoice
line in odoo is considered exempt if no tax on it, the other 2 taxes are
@ -494,8 +511,9 @@ partners are correctly set.
.. image:: media/mexico26.png
:align: center
Extra Recommended features
~~~~~~~~~~~~~~~~~~~~~~~~~~
==========================
Contact Module (Free)
---------------------
@ -504,6 +522,7 @@ If you want to administer properly your customers, suppliers and addresses
this module even if it is not a technical need, it is highly recommended to
install.
Multi currency (Requires Accounting App)
----------------------------------------
@ -519,6 +538,7 @@ Go to settings and enable the multi currency feature.
.. image:: media/mexico17.png
:align: center
Enabling Explicit errors on the CFDI using the XSD local validator (CFDI 3.3)
-----------------------------------------------------------------------------
@ -544,13 +564,13 @@ generic one with no explanation.
.. note::
If you see an error like this:
The cfdi generated is not valid
The cfdi generated is not valid
attribute decl. 'TipoRelacion', attribute 'type': The QName value
'{http://www.sat.gob.mx/sitio_internet/cfd/catalogos}c_TipoRelacion' does
not resolve to a(n) simple type definition., line 36
attribute decl. 'TipoRelacion', attribute 'type': The QName value
'{http://www.sat.gob.mx/sitio_internet/cfd/catalogos}c_TipoRelacion' does
not resolve to a(n) simple type definition., line 36
This can be caused because of a database backup restored in anothe server,
This can be caused by a database backup restored in anothe server,
or when the XSD files are not correctly downloaded. Follow the same steps
as above but:
@ -559,93 +579,113 @@ generic one with no explanation.
FAQ
~~~
===
- **Error message** (Only applicable on CFDI 3.3):
- **Error messages** (Only applicable on CFDI 3.3):
:9:0:ERROR:SCHEMASV:SCHEMAV_CVC_MINLENGTH_VALID: Element '{http://www.sat.gob.mx/cfd/3}Concepto', attribute 'NoIdentificacion': [facet 'minLength'] The value '' has a length of '0'; this underruns the allowed minimum length of '1'.
- 9:0:ERROR:SCHEMASV:SCHEMAV_CVC_MINLENGTH_VALID: Element
'{http://www.sat.gob.mx/cfd/3}Concepto', attribute 'NoIdentificacion':
[facet 'minLength'] The value '' has a length of '0'; this underruns
the allowed minimum length of '1'.
:9:0:ERROR:SCHEMASV:SCHEMAV_CVC_PATTERN_VALID: Element '{http://www.sat.gob.mx/cfd/3}Concepto', attribute 'NoIdentificacion': [facet 'pattern'] The value '' is not accepted by the pattern '[^|]{1,100}'.
- 9:0:ERROR:SCHEMASV:SCHEMAV_CVC_PATTERN_VALID: Element
'{http://www.sat.gob.mx/cfd/3}Concepto', attribute 'NoIdentificacion':
[facet 'pattern'] The value '' is not accepted by the pattern '[^|]{1,100}'.
.. tip::
**Solution:** You forget to set the proper "Reference" field in the product,
please go to the product form and set your internal reference properly.
**Solution**:
You forgot to set the proper "Reference" field in the product,
please go to the product form and set your internal reference properly.
- **Error messages**:
- 6:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element
'{http://www.sat.gob.mx/cfd/3}RegimenFiscal': The attribute 'Regimen' is
required but missing.
- 5:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element
'{http://www.sat.gob.mx/cfd/3}Emisor': The attribute 'RegimenFiscal' is required but missing.
**Solution**:
You forget to set the proper "Fiscal Position" on the
partner of the company, go to customers, remove the customer filter and
look for the partner called as your company and set the proper fiscal
position which is the kind of business you company does related to SAT
list of possible values, antoher option can be that you forgot follow the
considerations about fiscal positions.
Yo must go to the Fiscal Position configuration and set the proper code (it is
the first 3 numbers in the name) for example for the test one you should set
601, it will look like the image.
.. image:: media/mexico27.png
.. tip::
For testing purposes this value must be set to ``601 - General de Ley
Personas Morales`` which is the one required for the demo VAT.
- **Error message**:
:6:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element '{http://www.sat.gob.mx/cfd/3}RegimenFiscal': The attribute 'Regimen' is required but missing.
- 2:0:ERROR:SCHEMASV:SCHEMAV_CVC_ENUMERATION_VALID: Element
'{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'FormaPago':
[facet 'enumeration'] The value '' is not an element of the set
{'01', '02', '03', '04', '05', '06', '08', '12', '13', '14', '15', '17',
'23', '24', '25', '26', '27', '28', '29', '30', '99'}
:5:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element '{http://www.sat.gob.mx/cfd/3}Emisor': The attribute 'RegimenFiscal' is required but missing.
**Solution**:
The payment method is required on your invoice.
.. tip::
**Solution:** You forget to set the proper "Fiscal Position" on the
partner of the company, go to customers, remove the customer filter and
look for the partner called as your company and set the proper fiscal
position which is the kind of business you company does related to SAT
list of possible values, antoher option can be that you forgot follow the
considerations about fiscal positions.
.. image:: media/mexico31.png
Yo must go to the Fiscal Position configuration and set the proper code (it is
the first 3 numbers in the name) for example for the test one you should set
601, it will look like the image.
- **Error messages**:
.. image:: media/mexico27.png
:align: center
- 2:0:ERROR:SCHEMASV:SCHEMAV_CVC_ENUMERATION_VALID: Element
'{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'LugarExpedicion':
[facet 'enumeration'] The value '' is not an element of the set {'00
- 2:0:ERROR:SCHEMASV:SCHEMAV_CVC_DATATYPE_VALID_1_2_1: Element
'{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'LugarExpedicion':
'' is not a valid value of the atomic type '{http://www.sat.gob.mx/sitio_internet/cfd/catalogos}c_CodigoPostal'.
- 5:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element
'{http://www.sat.gob.mx/cfd/3}Emisor': The attribute 'Rfc' is required but missing.
.. tip::
For testing purposes this value must be *601 - General de Ley Personas Morales*
which is the one required for the demo VAT.
**Solution**:
You must set the address on your company properly, this is a
mandatory group of fields, you can go to your company configuration on
:menuselection:`Settings --> Users & Companies --> Companies` and fill
all the required fields for your address following the step
:ref:`mx-legal-info`.
- **Error message**:
:2:0:ERROR:SCHEMASV:SCHEMAV_CVC_ENUMERATION_VALID: Element '{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'FormaPago': [facet 'enumeration'] The value '' is not an element of the set {'01', '02', '03', '04', '05', '06', '08', '12', '13', '14', '15', '17', '23', '24', '25', '26', '27', '28', '29', '30', '99'}
- 2:0:ERROR:SCHEMASV:SCHEMAV_CVC_DATATYPE_VALID_1_2_1: Element
'{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'LugarExpedicion':
'' is not a valid value of the atomic type
'{http://www.sat.gob.mx/sitio_internet/cfd/catalogos}c_CodigoPostal'.
.. tip::
**Solution:** The payment method is required on your invoice.
**Solution**:
The postal code on your company address is not a valid one
for Mexico, fix it.
.. image:: media/mexico31.png
:align: center
.. image:: media/mexico32.png
- **Error message**:
- **Error messages**:
:2:0:ERROR:SCHEMASV:SCHEMAV_CVC_ENUMERATION_VALID: Element '{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'LugarExpedicion': [facet 'enumeration'] The value '' is not an element of the set {'00
:2:0:ERROR:SCHEMASV:SCHEMAV_CVC_DATATYPE_VALID_1_2_1: Element '{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'LugarExpedicion': '' is not a valid value of the atomic type '{http://www.sat.gob.mx/sitio_internet/cfd/catalogos}c_CodigoPostal'.
:5:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element '{http://www.sat.gob.mx/cfd/3}Emisor': The attribute 'Rfc' is required but missing.
- 18:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element
'{http://www.sat.gob.mx/cfd/3}Traslado': The attribute 'TipoFactor' is
required but missing.
- 34:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element
'{http://www.sat.gob.mx/cfd/3}Traslado': The attribute 'TipoFactor' is
required but missing.", '')
.. tip::
**Solution:** You must set the address on your company properly, this is a
mandatory group of fields, you can go to your company configuration on
:menuselection:`Settings --> Users & Companies --> Companies` and fill
all the required fields for your address following the step
:ref:`mx-legal-info`.
**Solution**:
Set the mexican name for the tax 0% and 16% in your system
and used on the invoice.
- **Error message**:
Your tax which represent the VAT 16% and 0% must have the "Factor Type" field
set to "Tasa".
:2:0:ERROR:SCHEMASV:SCHEMAV_CVC_DATATYPE_VALID_1_2_1: Element '{http://www.sat.gob.mx/cfd/3}Comprobante', attribute 'LugarExpedicion': '' is not a valid value of the atomic type '{http://www.sat.gob.mx/sitio_internet/cfd/catalogos}c_CodigoPostal'.
.. image:: media/mexico12.png
.. tip::
**Solution:** The postal code on your company address is not a valid one
for Mexico, fix it.
.. image:: media/mexico32.png
:align: center
- **Error message**:
:18:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element '{http://www.sat.gob.mx/cfd/3}Traslado': The attribute 'TipoFactor' is required but missing.
:34:0:ERROR:SCHEMASV:SCHEMAV_CVC_COMPLEX_TYPE_4: Element '{http://www.sat.gob.mx/cfd/3}Traslado': The attribute 'TipoFactor' is required but missing.", '')
.. tip::
**Solution:** Set the mexican name for the tax 0% and 16% in your system
and used on the invoice.
Your tax which represent the VAT 16% and 0% must have the "Factor Type" field
set to "Tasa".
.. image:: media/mexico12.png
:align: center
.. image:: media/mexico13.png
:align: center
.. image:: media/mexico13.png
.. _SAT: http://www.sat.gob.mx/fichas_tematicas/buzon_tributario/Documents/Anexo24_05012015.pdf
.. _Finkok: https://www.finkok.com/contacto.html

6
accounting/localizations/switzerland.rst
View File

@ -3,7 +3,7 @@ Switzerland
===========
ISR (In-payment Slip with Reference number)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
===========================================
The ISRs are payment slips used in Switzerland. You can print them
directly from Odoo. On the customer invoices, there is a new button
@ -35,7 +35,7 @@ and tick this box :
:align: center
Currency Rate Live Update
~~~~~~~~~~~~~~~~~~~~~~~~~
=========================
You can update automatically your currencies rates based on the Federal
Tax Administration from Switzerland. For this, go in
@ -46,7 +46,7 @@ you want.
:align: center
Updated VAT for January 2018
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
============================
Starting from the 1st January 2018, new reduced VAT rates will be
applied in Switzerland. The normal 8.0% rate will switch to 7.7% and the

4
accounting/others/multicurrencies/how_it_works.rst
View File

@ -136,8 +136,8 @@ the whole document.
Payment Registrations
---------------------
In the accounting application, go to **Sales > Payments**. Register the
payment and set the currency.
In the accounting application, go to :menuselection:`Sales --> Payments`. Register the payment and
set the currency.
.. image:: media/works12.png
:align: center

11
accounting/payables/pay/check.rst
View File

@ -79,8 +79,6 @@ Explanation of the fields of the payment screen:
Try paying a supplier bill with a check
.. _PrintChecks:
Print checks
------------
@ -101,9 +99,7 @@ Print Check from the top "print" menu.
.. image:: ./media/check03.png
:align: center
.. _ReconicleBankStatements:
Reconcile Bank Statements
Reconcile bank statements
-------------------------
Once you process your bank statement, when the check is credited from
@ -133,6 +129,5 @@ Once your payment by check is registered, don't forget to **Confirm** it.
Once confirmed, you can use **Print Check** directly or follow the preceding
flow to print checks in batch:
- `Print checks <PrintChecks_>`_
- `Reconcile bank statements <ReconicleBankStatements_>`_
- `Print checks`_
- `Reconcile bank statements`_

7
accounting/receivables/customer_invoices/installment_plans.rst
View File

@ -20,7 +20,7 @@ Configuration
=============
Configure your usual installment plans from the application :menuselection:`Accounting -->
Configuration > Payment Terms`.
Configuration --> Payment Terms`.
A payment term may have one line (eg: 21 days) or several lines (10%
within 3 days and the balance within 21 days). If you create a payment
@ -77,9 +77,8 @@ journal entry:
| Income | | | 100 |
+----------------------+------------+---------+----------+
On the customer statement, you will see two lines with different due
dates. To get the customer statement, use the menu Sales > Customers
Statement.
On the customer statement, you will see two lines with different du dates. To get the customer
statement, use the menu :menuselection:`Sales --> Customers Statement`.
.. seealso::

3
crm/acquire_leads/lead_mining.rst
View File

@ -51,7 +51,8 @@ Pricing
This is an In-App Purchase feature, each generated lead will cost you one credit.
If you choose to get contact information each contact will also cost us one additional credit.
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to CRM > Configuration > Settings > Buy Credits; or go to Settings > In-App Purchases>View my Services
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to `Settings --> In-App Purchases --> View my Services`.
.. image:: media/LM6.png
:align: center

13
db_management/db_online.rst
View File

@ -136,9 +136,9 @@ e-mail once the process is completed.
.. image:: media/upgrade_prod.png
:align: center
.. warning :: Your database will be taken offline during the upgrade
(usually between 30min up to several hours for big databases),
so make sure to plan your migration during non-business hours.
.. warning::
Your database will be taken offline during the upgrade (usually between 30min up to several hours
for big databases), so make sure to plan your migration during non-business hours.
.. _duplicate_online:
@ -176,10 +176,11 @@ After a few seconds, you will be logged in your duplicated database.
Notice that the url uses the name you chose for your duplicated
database.
.. note :: Duplicate databases expire automatically after 15 days.
.. note::
Duplicate databases expire automatically after 15 days.
.. image:: media/dup_expires.png
:align: center
.. image:: media/dup_expires.png
:align: center
.. _rename_online_database:

7
db_management/db_premise.rst
View File

@ -176,10 +176,9 @@ problems down the line.
.. note:: From July 2016 onward, Odoo 9 now automatically change the uuid of a
duplicated database; a manual operation is no longer required.
The database uuid is currently accessible from the menu **Settings > Technical
> System Parameters**, we advise you to use a
`uuid generator <https://www.uuidgenerator.net>`__ or to use the unix command
``uuidgen`` to generate a new uuid. You can then simply replace it like any
The database uuid is currently accessible from the menu :menuselection:`Settings --> Technical -->
System Parameters`, we advise you to use a `uuid generator <https://www.uuidgenerator.net>`_ or to
use the unix command ``uuidgen`` to generate a new uuid. You can then simply replace it like any
other record by clicking on it and using the edit button.
.. image:: media/db_uuid.png

15
ecommerce/shopper_experience/payment_acquirer.rst
View File

@ -50,14 +50,13 @@ orders straight on.
.. image:: media/payment_invoice.png
:align: center
.. note:: If you choose this mode you are requested to select a payment journal
in order to record payments in your books.
This payment is automatically reconcilied with the invoice, marking it as paid.
Select your **bank account** if you get paid immediately on your bank account.
If you don't you can create a specific journal for the payment acquirer
(type = Bank). That way, you can track online payments in an intermediary
account of your books until you get paid into your bank account
(see `How to register credit card payments <../../accounting/receivables/customer_payments/credit_cards.html>`__).
.. note::
If you choose this mode you are requested to select a payment journal in order to record payments
in your books. This payment is automatically reconcilied with the invoice, marking it as paid.
Select your **bank account** if you get paid immediately on your bank account. If you don't you
can create a specific journal for the payment acquirer (type = Bank). That way, you can track
online payments in an intermediary account of your books until you get paid into your bank
account (see :doc:`../../accounting/receivables/customer_payments/credit_cards`).
Capture the payment after the delivery

9
ecommerce/shopper_experience/paypal.rst
View File

@ -134,11 +134,10 @@ Credentials
Odoo requires three Paypal credentials:
- *Email ID* is your login email address in Paypal.
- *Merchant ID* can be found in the settings of your Paypal account, in *Profile > About the business*.
- *Paypal PDT Token* is given in *Website payments* configuration as explained here above.
- *Email ID* is your login email address in Paypal.
- *Merchant ID* can be found in the settings of your Paypal account, in :menuselection:`Profile -->
About the business`.
- *Paypal PDT Token* is given in *Website payments* configuration as explained here above.
.. image:: media/paypal09.png
:align: center

2
expense/expense.rst
View File

@ -90,7 +90,7 @@ How to submit expenses to managers
When you are ready to submit your expenses to your manager
(e.g. at the end of a business trip, or once a month),
go to the menu :menuselection:`My Expenses --> Expenses to Submit`. Select all expenses
from the list view and click on :menuselection:`Action > Submit to Manager`.
from the list view and click on :menuselection:`Action --> Submit to Manager`.
Save the newly created expense report (i.e. set of expenses),
and wait for your manager to approve it.

183
general/base_import/import_faq.rst
View File

@ -17,7 +17,6 @@ There you are provided with templates you can easily populate
with your own data. Such templates can be imported in one click;
The data mapping is already done.
How to adapt the template
-------------------------
@ -78,19 +77,28 @@ you will then be able to choose from the complete list of fields for each column
Where can I change the date import format?
------------------------------------------
Odoo can automatically detect if a column is a date, and it will try to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats will not be recognized. This can cause confusion due to day-month inversions; it is difficult to guess which part of a date format is the day and which part is the month in a date such as '01-03-2016'.
Odoo can automatically detect if a column is a date, and it will try to guess the date format from a
set of most commonly used date formats. While this process can work for many date formats, some date
formats will not be recognized. This can cause confusion due to day-month inversions; it is
difficult to guess which part of a date format is the day and which part is the month in a date such
as '01-03-2016'.
To view which date format Odoo has found from your file you can check the **Date Format** that is shown when clicking on **Options** under the file selector. If this format is incorrect you can change it to your liking using the *ISO 8601* to define the format.
To view which date format Odoo has found from your file you can check the **Date Format** that is
shown when clicking on **Options** under the file selector. If this format is incorrect you can
change it to your liking using the *ISO 8601* to define the format.
.. note::
If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the display of dates in excel is different from the way it is stored. That way you will be sure that the date format is correct in Odoo whatever your locale date format is.
If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the
display of dates in excel is different from the way it is stored. That way you will be sure that
the date format is correct in Odoo whatever your locale date format is.
Can I import numbers with currency sign (e.g.: $32.00)?
-------------------------------------------------------
Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you use (you can change those under **options**). If you use a currency symbol that is not known to Odoo, it might not be recognized as a number though and it will crash.
Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with
currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you
use (you can change those under **options**). If you use a currency symbol that is not known to
Odoo, it might not be recognized as a number though and it will crash.
Examples of supported numbers (using thirty-two thousands as an example):
@ -107,36 +115,42 @@ Example that will not work:
- ABC 32.000,00
- $ (32.000,00)
What can I do when the Import preview table isn't displayed correctly?
----------------------------------------------------------------------
By default the Import preview is set on commas as field separators and quotation marks as text delimiters. If your csv file does not have these settings, you can modify the File Format Options (displayed under the Browse CSV file bar after you select your file).
Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You will need to change the file format options in your spreadsheet application. See the following question.
By default the Import preview is set on commas as field separators and quotation marks as text
delimiters. If your csv file does not have these settings, you can modify the File Format Options
(displayed under the Browse CSV file bar after you select your file).
Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You
will need to change the file format options in your spreadsheet application. See the following
question.
How can I change the CSV file format options when saving in my spreadsheet application?
---------------------------------------------------------------------------------------
If you edit and save CSV files in speadsheet applications, your computer's regional settings will be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as they will allow you to modify all three options (in 'Save As' dialog box > Check the box 'Edit filter settings' > Save).
Microsoft Excel will allow you to modify only the encoding when saving (in 'Save As' dialog box > click 'Tools' dropdown list > Encoding tab).
If you edit and save CSV files in spreadsheet applications, your computer's regional settings will
be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as
they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the
box 'Edit filter settings' --> Save`).
Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As'
dialog box --> click 'Tools' dropdown list --> Encoding tab`).
What's the difference between Database ID and External ID?
----------------------------------------------------------
Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When you want to import such fields, Odoo will have to recreate links between the different records. To help you import such fields, Odoo provides 3 mechanisms. You must use one and only one mechanism per field you want to import.
Some fields define a relationship with another object. For example, the country of a contact is a
link to a record of the 'Country' object. When you want to import such fields, Odoo will have to
recreate links between the different records. To help you import such fields, Odoo provides three
mechanisms. You must use one and only one mechanism per field you want to import.
For example, to reference the country of a contact, Odoo proposes you 3 different fields to import:
- Country: the name or code of the country
- Country/Database ID: the unique Odoo ID for a record, defined by the ID postgresql column
- Country/External ID: the ID of this record referenced in another application (or the .XML file that imported it)
- Country/External ID: the ID of this record referenced in another application (or the .XML file
that imported it)
For the country Belgium, you can use one of these 3 ways to import:
@ -144,92 +158,123 @@ For the country Belgium, you can use one of these 3 ways to import:
- Country/Database ID: 21
- Country/External ID: base.be
According to your need, you should use one of these 3 ways to reference records in relations. Here is when you should use one or the other, according to your need:
According to your need, you should use one of these 3 ways to reference records in relations. Here
is when you should use one or the other, according to your need:
- Use Country: This is the easiest way when your data come from CSV files that have been created manually.
- Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as it's main advantage is to never have conflicts (you may have several records with the same name, but they always have a unique Database ID)
- Use Country: This is the easiest way when your data come from CSV files that have been created
manually.
- Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as
it's main advantage is to never have conflicts (you may have several records with the same name,
but they always have a unique Database ID)
- Use Country/External ID: Use External ID when you import data from a third party application.
When you use External IDs, you can import CSV files with the "External ID" column to define the External ID of each record you import. Then, you will be able to make a reference to that record with columns like "Field/External ID". The following two CSV files give you an example for Products and their Categories.
When you use External IDs, you can import CSV files with the "External ID" column to define the
External ID of each record you import. Then, you will be able to make a reference to that record
with columns like "Field/External ID". The following two CSV files give you an example for Products
and their Categories.
`CSV file for categories <../../_static/example_files/External_id_3rd_party_application_product_categories.csv>`_.
`CSV file for Products <../../_static/example_files/External_id_3rd_party_application_products.csv>`_.
:download:`CSV file for categories
<../../_static/example_files/External_id_3rd_party_application_product_categories.csv>`.
:download:`CSV file for Products
<../../_static/example_files/External_id_3rd_party_application_products.csv>`.
What can I do if I have multiple matches for a field?
-----------------------------------------------------
If for example you have two product categories with the child name "Sellable" (ie. "Misc. Products/Sellable" & "Other Products/Sellable"), your validation is halted but you may still import your data. However, we recommend you do not import the data because they will all be linked to the first 'Sellable' category found in the Product Category list ("Misc. Products/Sellable"). We recommend you modify one of the duplicates' values or your product category hierarchy.
However if you do not wish to change your configuration of product categories, we recommend you use make use of the external ID for this field 'Category'.
If for example you have two product categories with the child name "Sellable" (ie. "Misc.
Products/Sellable" & "Other Products/Sellable"), your validation is halted but you may still import
your data. However, we recommend you do not import the data because they will all be linked to the
first 'Sellable' category found in the Product Category list ("Misc. Products/Sellable"). We
recommend you modify one of the duplicates' values or your product category hierarchy.
However if you do not wish to change your configuration of product categories, we recommend you use
make use of the external ID for this field 'Category'.
How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
-----------------------------------------------------------------------------------------
The tags should be separated by a comma without any spacing. For example, if you want your customer to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode "Manufacturer,Retailer" in the same column of your CSV file.
`CSV file for Manufacturer, Retailer <../../_static/example_files/m2m_customers_tags.csv>`_.
The tags should be separated by a comma without any spacing. For example, if you want your customer
to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode "Manufacturer,Retailer"
in the same column of your CSV file.
:download:`CSV file for Manufacturer, Retailer <../../_static/example_files/m2m_customers_tags.csv>`
How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
-------------------------------------------------------------------------------------
If you want to import sales order having several order lines; for each order line, you need to reserve a specific row in the CSV file. The first order line will be imported on the same row as the information relative to order. Any additional lines will need an addtional row that does not have any information in the fields relative to the order.
As an example, here is purchase.order_functional_error_line_cant_adpat.CSV file of some quotations you can import, based on demo data.
If you want to import sales order having several order lines; for each order line, you need to
reserve a specific row in the CSV file. The first order line will be imported on the same row as the
information relative to order. Any additional lines will need an additional row that does not have
any information in the fields relative to the order. As an example, here is
``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import,
based on demo data.
`File for some Quotations <../../_static/example_files/purchase.order_functional_error_line_cant_adpat.csv>`_.
:download:`File for some Quotations
<../../_static/example_files/purchase.order_functional_error_line_cant_adpat.csv>`.
The following CSV file shows how to import purchase orders with their respective purchase order lines:
The following CSV file shows how to import purchase orders with their respective purchase order
lines:
`Purchase orders with their respective purchase order lines <../../_static/example_files/o2m_purchase_order_lines.csv>`_.
:download:`Purchase orders with their respective purchase order lines
<../../_static/example_files/o2m_purchase_order_lines.csv>`.
The following CSV file shows how to import customers and their respective contacts:
`Customers and their respective contacts <../../_static/example_files/o2m_customers_contacts.csv>`_.
:download:`Customers and their respective contacts
<../../_static/example_files/o2m_customers_contacts.csv>`.
Can I import several times the same record?
-------------------------------------------
If you import a file that contains one of the column "External ID" or "Database ID", records that have already been imported will be modified instead of being created. This is very usefull as it allows you to import several times the same CSV file while having made some changes in between two imports. Odoo will take care of creating or modifying each record depending if it's new or not.
This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your favorite spreadsheet application.
If you import a file that contains one of the column "External ID" or "Database ID", records that
have already been imported will be modified instead of being created. This is very usefull as it
allows you to import several times the same CSV file while having made some changes in between two
imports. Odoo will take care of creating or modifying each record depending if it's new or not.
This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your
favorite spreadsheet application.
What happens if I do not provide a value for a specific field?
--------------------------------------------------------------
If you do not set all fields in your CSV file, Odoo will assign the default value for every non defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY value in the field, instead of assigning the default value.
If you do not set all fields in your CSV file, Odoo will assign the default value for every non
defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY
value in the field, instead of assigning the default value.
How to export/import different tables from an SQL application to Odoo?
----------------------------------------------------------------------
If you need to import data from different tables, you will have to recreate relations between records belonging to different tables. (e.g. if you import companies and persons, you will have to recreate the link between each person and the company they work for).
If you need to import data from different tables, you will have to recreate relations between
records belonging to different tables. (e.g. if you import companies and persons, you will have to
recreate the link between each person and the company they work for).
To manage relations between tables, you can use the "External ID" facilities of Odoo. The "External ID" of a record is the unique identifier of this record in another application. This "External ID" must be unique accoss all the records of all objects, so it's a good practice to prefix this "External ID" with the name of the application or table. (like 'company_1', 'person_1' instead of '1')
To manage relations between tables, you can use the "External ID" facilities of Odoo. The "External
ID" of a record is the unique identifier of this record in another application. This "External ID"
must be unique across all the records of all objects, so it's a good practice to prefix this
"External ID" with the name of the application or table. (like 'company_1', 'person_1' instead of
'1')
As an example, suppose you have a SQL database with two tables you want to import: companies and persons. Each person belong to one company, so you will have to recreate the link between a person and the company he work for. (If you want to test this example, here is a <a href="/base_import/static/csv/database_import_test.sql">dump of such a PostgreSQL database</a>)
As an example, suppose you have a SQL database with two tables you want to import: companies and
persons. Each person belong to one company, so you will have to recreate the link between a person
and the company he work for. (If you want to test this example, here is a :download:`dump of such a
PostgreSQL database <../../_static/example_files/database_import_test.sql>`)
We will first export all companies and their "External ID". In PSQL, write the following command:
.. code-block:: sh
> copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
> copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
This SQL command will create the following CSV file::
This SQL command will create the following CSV file:
External ID,Name,Is a Company
company_1,Bigees,True
company_2,Organi,True
company_3,Boum,True
.. code-block:: text
External ID,Name,Is a Company
company_1,Bigees,True
company_2,Organi,True
company_3,Boum,True
To create the CSV file for persons, linked to companies, we will use the following SQL command in PSQL:
@ -237,14 +282,22 @@ To create the CSV file for persons, linked to companies, we will use the followi
> copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
It will produce the following CSV file::
It will produce the following CSV file:
External ID,Name,Is a Company,Related Company/External ID
person_1,Fabien,False,company_1
person_2,Laurence,False,company_1
person_3,Eric,False,company_2
person_4,Ramsy,False,company_3
.. code-block:: text
As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and Eric is working for the Organi company. The relation between persons and companies is done using the External ID of the companies. We had to prefix the "External ID" by the name of the table to avoid a conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the orignial database).
External ID,Name,Is a Company,Related Company/External ID
person_1,Fabien,False,company_1
person_2,Laurence,False,company_1
person_3,Eric,False,company_2
person_4,Ramsy,False,company_3
The two files produced are ready to be imported in Odoo without any modifications. After having imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are linked to the first company). You must first import the companies and then the persons.
As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and
Eric is working for the Organi company. The relation between persons and companies is done using the
External ID of the companies. We had to prefix the "External ID" by the name of the table to avoid a
conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the
original database).
The two files produced are ready to be imported in Odoo without any modifications. After having
imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are
linked to the first company). You must first import the companies and then the persons.

46
general/in_app_purchase/in_app_purchase.rst
View File

@ -1,47 +1,71 @@
==================================================
General guide about In-App Purchase (IAP) Services
==================================================
In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows me to send SMS Text Messages or to send Invoices by post directly from my database.
In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows me
to send SMS Text Messages or to send Invoices by post directly from my database.
Buying Credits
==============
Each IAP Service relies on prepaid credits to work and has its own pricing. To consult my current balance or to recharge my account, go to *Settings> Odoo IAP > View my Services*.
Each IAP Service relies on prepaid credits to work and has its own pricing. To consult my current
balance or to recharge my account, go to :menuselection:`Settings --> Odoo IAP -->
View my Services`.
.. image:: media/image1.png
:align: center
.. tip:: If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit from free credits to test our IAP features.
.. tip::
If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit from free credits to
test our IAP features.
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 by going to *Settings app > Activate the Developer Mode > Technical Settings > IAP Accoun*.
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 by going to :menuselection:`Settings app --> Activate the Developer Mode --> Technical Settings
--> IAP Account`.
.. image:: media/image2.png
:align: center
IAP Portal
==========
The IAP Portal is a platform regrouping my IAP Services. It is accessible from *Settings app > Odoo IAP > View my Services*. From there, I can view my current balance, recharge my credits, review my consumption and set a reminder to when credits are low.
The IAP Portal is a platform regrouping my IAP Services. It is accessible from
:menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, I can view my current
balance, recharge my credits, review my consumption and set a reminder to when credits are low.
.. image:: media/image3.png
:align: center
Get notified when credits are low
=================================
To be notified when it’s time to recharge my credits, I’ll go to my IAP Portal through *Settings app> Odoo IAP > View my Services*, unfold a service and mark the Receive threshold warning option.
Then, I’ll provide a minimum amount of credits and email addresses. Now, every time that the limit is reached, an automatic reminder will be sent to by email!
To be notified when it’s time to recharge my credits, I’ll go to my IAP Portal through
:menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and mark the
Receive threshold warning option. Then, I’ll provide a minimum amount of credits and email
addresses. Now, every time that the limit is reached, an automatic reminder will be sent to by
email!
.. image:: media/image4.png
:align: center
IAP services available
======================
Different services are available depending on the hosting type of your Database:
- *Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail, Reveal and Partner Autocomplete features);
- *Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party apps can be used.
- *Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail,
Reveal and Partner Autocomplete features);
- *Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party
apps can be used.
Offering my own services
========================
I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole initial purchase. Please, find more information at: `In-App Purchase <https://www.odoo.com/documentation/master/webservices/iap.html>`_
I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity
to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole
initial purchase. Please, find more information at: `In-App Purchase
<https://www.odoo.com/documentation/master/webservices/iap.html>`_

3
general/odoo_basics/add_user.rst
View File

@ -39,7 +39,8 @@ log-in.
You can also add a new user on the fly from your dashboard. From the above screenshot,
enter the email address of the user you would like to add and click on **INVITE**.
The user will receive an email invite containing a link to set his password. You
will then be able to define his accesses rights under the :menuselection:`Settings --> Users menu`.
will then be able to define his accesses rights under the :menuselection:`Settings -->
Users menu`.
.. seealso::
* `Deactivating Users <../../db_management/documentation.html#deactivating-users>`_

35
getting_started/documentation.rst
View File

@ -8,8 +8,8 @@ This document summarizes Odoo Online's services, our Success Pack
implementation methodology, and best practices to get started with our
product.
1. The SPoC (*Single Point of Contact*) and the Consultant
==========================================================
The SPoC (*Single Point of Contact*) and the Consultant
=======================================================
Within the context of your project, it is highly recommended to
designate and maintain on both sides (your side and ours) **one
@ -43,8 +43,8 @@ authority** in terms of decision making.
also involved in its own rise in skills through self-learning via
the `Odoo documentation <http://www.odoo.com/documentation/user/10.0/index.html>`__, `The elearning platform <https://odoo.thinkific.com/courses/odoo-functional>`__ and the testing of functionalities.
2. Project Scope
================
Project Scope
=============
To make sure all the stakeholders involved are always aligned, it is
necessary to define and to make the project scope evolve as long as the
@ -76,8 +76,8 @@ project implementation is pursuing.
.. image:: media/basic_quickstart01.png
:align: center
3. Managing expectations
========================
Managing expectations
=====================
The gap between the reality of an implementation and the expectations of
future users is a crucial factor. Three important aspects must be taken
@ -139,8 +139,8 @@ without verifying its veracity beforehand.
*This list can, of course, be completed by other tools that would more
adequately meet the realities and needs of your project*
4. Communication Strategy
=========================
Communication Strategy
======================
The purpose of the QuickStart methodology is to ensure quick ownership
of the tool for end users. Effective communication is therefore crucial
@ -171,8 +171,8 @@ us to follow those principles:
- Training sessions on the standard or customized solution will be
organized.
5. Customizations and Development
=================================
Customizations and Development
==============================
Odoo is a software known for its flexibility and its important evolution
capacity. However, a significant amount of development contradicts a
@ -198,8 +198,8 @@ recommended to:
initiator both in terms of how the software will be used and at the
level of the business processes of the company.
6. Testing and Validation principles
====================================
Testing and Validation principles
=================================
Whether developments are made or not in the implementation, it is
crucial to test and validate the correspondence of the solution with the
@ -215,15 +215,16 @@ operational needs of the company.
When a change needs to be made to the solution, the noted gap is
caused by:
- A difference between the specification and the delivered solution - This is a correction for which the Consultant is responsible
- A difference between the specification and the delivered solution -
This is a correction for which the Consultant is responsible
**or**
- A difference between the specification and the imperatives of
operational reality - This is a change that is the responsibility of SPoC.
7. Data Imports
===============
Data Imports
============
Importing the history of transactional data is an important issue and
must be answered appropriately to allow the project running smoothly.
@ -249,8 +250,8 @@ as possible, it will be decided :
the software retrospectively. In this case, the production launch of
the solution will precede the required imports.
8. Support
==========
Support
=======
When your project is put in production, our support teams take care of your
questions or technical issues.

48
helpdesk/after_sales.rst
View File

@ -1,53 +1,67 @@
===========================================================================
==========================================================================
After sales features: refund, coupon, return, repair, onsite interventions
===========================================================================
As my business grows, having the tools to allow my helpdesk team to record, track and manage issues raised easy and efficiently, is key. Odoo’s Helpdesk app allows me to generate credit notes, return products, grant coupons, do repairs and plan onsite interventions from a ticket’s page.
==========================================================================
As my business grows, having the tools to allow my helpdesk team to record, track and manage issues
raised easy and efficiently, is key. Odoo’s Helpdesk app allows me to generate credit notes, return
products, grant coupons, do repairs and plan onsite interventions from a ticket’s page.
Set up the After Sales services
=========================================
Go to *Configuration > Helpdesk Teams* and enable the After Sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
===============================
Go to :menuselection:`Configuration --> Helpdesk Teams` and enable the After Sales options:
*Refunds, Returns, Coupons, Repairs and Onsite Interventions*.
.. image:: ./media/aftersales1.png
:align: center
Generate credit notes from tickets
=========================================
I can use a credit note to refund a customer or adjust the amount due. For that, I’ll simply go to my ticket page, click on *Refund* and select the corresponding *Invoice*.
Clicking on *Reverse* the credit note will be generated, and I can *Post* it while still being in the *Helpdesk* app.
I can use a credit note to refund a customer or adjust the amount due. For that, I’ll simply go to
my ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* the
credit note will be generated, and I can *Post* it while still being in the *Helpdesk* app.
.. image:: ./media/aftersales2.png
:align: center
Allow product returns from tickets
=========================================
The process of a product return from my customer back to my warehouse will be taken into action when, at the ticket page, I choose the option *Return*.
==================================
The process of a product return from my customer back to my warehouse will be taken into action
when, at the ticket page, I choose the option *Return*.
.. image:: ./media/aftersales3.png
:align: center
Grant coupons from tickets
=========================================
First, be sure to have your *Coupon Program* planned at the *Sales or Website* app.
At the *Helpdesk* app, I will open my ticket and click on *Coupon*, choose the *Coupon Program > Generate*.
==========================
First, be sure to have your *Coupon Program* planned at the *Sales or Website* app. At the
*Helpdesk* app, I will open my ticket and click on *Coupon*, choose the
:menuselection:`Coupon Program --> Generate`.
.. image:: ./media/aftersales4.png
:align: center
Repairs from tickets
=========================================
Clicking on *Repair* option, on my ticket page, a new repair order form will be shown. Fill up the rest of the fields as needed and choose the next step.
====================
Clicking on *Repair* option, on my ticket page, a new repair order form will be shown. Fill up the
rest of the fields as needed and choose the next step.
.. image:: ./media/aftersales5.png
:align: center
Plan onsite interventions from tickets
=========================================
At the ticket page, I can now configure my onsite interventions exactly the same way I would do being on the *Field Service* app, clicking on *Plan Intervention*.
======================================
At the ticket page, I can now configure my onsite interventions exactly the same way I would do
being on the *Field Service* app, clicking on *Plan Intervention*.
.. image:: ./media/aftersales6.png
:align: center
.. seealso::
* `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
* :doc:`../manufacturing/repair/repair`

24
helpdesk/close_tickets.rst
View File

@ -1,23 +1,29 @@
=======================================
Allow customers to close their tickets
=======================================
Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about when an issue is considered solved, or not. It makes communication and actions more efficient.
Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about
when an issue is considered solved, or not. It makes communication and actions more efficient.
Configure the feature
======================
To configure the feauture go to *Helpdesk > Settings > Helpdesk Teams > Edit* and enable *Ticket closing*.
To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit`
and enable *Ticket closing*.
.. image:: media/closetickets1.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
In order to designate to which stage the ticket will migrate to once it is closed, go to *Overview > Tickets*.
In order to designate to which stage the ticket will migrate to once it is closed, go to
:menuselection:`Overview --> Tickets`.
.. image:: media/closetickets2.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
You can either create a new kanban stage or work with an existing one. For both scenarios, go to *Settings > Edit Stage* and enable *Closing Stage*.
You can either create a new kanban stage or work with an existing one. For both scenarios, go to
:menuselection:`Settings --> Edit Stage` and enable *Closing Stage*.
.. image:: media/closetickets3.png
:align: center
@ -25,19 +31,21 @@ You can either create a new kanban stage or work with an existing one. For both
If a closing stage is not specified, by default, the ticket will be transferred to the last stage; contrarily, if you have more than one stage set as closing, the ticket will be put in the first one.
The Costumer Portal
====================
Now, once the user logs in to his Portal, the option *Close this ticket* is available.
.. image:: media/closetickets4.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
Get reports on tickets closed by costumers
===========================================
To do an analysis of the tickets that have been closed by costumers go to *Reporting > Tickets > Filters > Add Custom filter > Closed by partner > Applied*.
To do an analysis of the tickets that have been closed by costumers go to
:menuselection:`Reporting --> Tickets --> Filters --> Add Custom filter --> Closed by partner -->
Applied`.
.. image:: media/closetickets5.png
:align: center

22
helpdesk/reinvoice_from_project.rst
View File

@ -1,27 +1,33 @@
================================================================
==============================================================
Turn helpdesk hours into invoices directly from a project task
================================================================
Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and invoices through a project task. It gives you more control over what you charge your client, and it is more efficient.
==============================================================
Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and
invoices through a project task. It gives you more control over what you charge your client, and it
is more efficient.
Configuration
==============
Go to *Helpdesk > Configuration > Helpdesk team > Edit* and enable the options *Timesheet on Ticket* and *Time Reinvoicing*.
Under *Timesheet on Ticket*, choose the *Project* to which the tickets (and timesheets) will be linked by default. Open its *External link* to enable the feature *Bill from tasks*.
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options
*Timesheet on Ticket* and *Time Reinvoicing*.
Under *Timesheet on Ticket*, choose the *Project* to which the tickets (and timesheets) will be
linked by default. Open its *External link* to enable the feature *Bill from tasks*.
.. image:: media/reinvoice_time1.png
:align: center
:alt: Bill from Tasks in Odoo Helpdesk
Create a sales order and an invoice
====================================
Now, once you added the time you spent on the helpdesk ticket, under the *Timesheets* tab, access the task clicking on its name.
Now, once you added the time you spent on the helpdesk ticket, under the *Timesheets* tab, access
the task clicking on its name.
.. image:: media/reinvoice_time2.png
:align: center
:alt: Sales Order from a task in Odoo Helpdesk
*Create Sales Order* and proceed to create the invoice.
.. image:: media/reinvoice_time3.png

2
inventory/barcode/operations/barcode_nomenclature.rst
View File

@ -15,7 +15,7 @@ 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 **debug** mode.
To do so, go to *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
create your first rule.

7
inventory/barcode/setup/software.rst
View File

@ -12,7 +12,7 @@ Configuration
=============
To use this feature, you first need to activate the *Barcode*
functionality via *Inventory > Settings > Barcode Scanner*. Once you
functionality via :menuselection:`Inventory --> Settings --> Barcode Scanner`. Once you
have ticked the feature, you can hit save.
.. image:: media/software_01.png
@ -22,8 +22,7 @@ Set Product Barcodes
====================
You can easily assign barcodes to your different products via the
*Inventory* app. To do so, go to *Settings > Configure Products
Barcodes*.
*Inventory* app. To do so, go to :menuselection:`Settings --> Configure Products Barcodes`.
.. image:: media/software_02.png
:align: center
@ -47,7 +46,7 @@ Set Locations Barcodes
If you manage multiple locations, you will find useful to attribute a
barcode to each location and stick it on the location. You can configure
the locations barcodes in *Inventory > Configuration > Locations*.
the locations barcodes in :menuselection:`Inventory --> Configuration --> Locations`.
.. image:: media/software_05.png
:align: center

8
inventory/management/delivery/dropshipping.rst
View File

@ -51,13 +51,13 @@ Points to be Considered while Implementing Drop-Shipping
Configure Drop-Shipping
=======================
Activate the functionality in the *Purchase* application by going to
*Configuration > Settings*.
Activate the functionality in the *Purchase* application by going to :menuselection:`Configuration
--> Settings`.
.. image:: media/dropshipping_01.png
:align: center
Then, go to the *Inventory* app, in *Configuration > Settings* to
Then, go to the *Inventory* app, in :menuselection:`Configuration --> Settings` to
activate the *Multi-Step Routes* feature. It will allow you to make
the *Route* field appear on the sale order lines to specify you send a
product via drop-shipping.
@ -65,7 +65,7 @@ product via drop-shipping.
.. image:: media/dropshipping_02.png
:align: center
Now, in the *Sales* app, go to *Products > Products*. Select the
Now, in the *Sales* app, go to :menuselection:`Products --> Products`. Select the
product you would like to drop-ship and add a vendor pricelist which
contains the right supplier, via the purchase tab.

4
inventory/management/delivery/one_step.rst
View File

@ -8,8 +8,8 @@ vendors to the stock.
However, if advanced routes have been activated and you set another
incoming configuration on your warehouse, you can set it back to the
one-step receipt configuration. To do so, go to *Configuration >
Warehouses* and edit the warehouse in question.
one-step receipt configuration. To do so, go to :menuselection:`Configuration -->
Warehouses` and edit the warehouse in question.
Set the *Incoming Shipments* option to *Receive goods directly (1
step)*.

2
inventory/management/delivery/packaging_type.rst
View File

@ -9,7 +9,7 @@ Configuration
=============
First, you need to activate the *Delivery Packages* feature in the
*Inventory app > Configuration > Settings*.
:menuselection:`Inventory app --> Configuration --> Settings`.
.. image:: media/packaging_type_01.png
:align: center

8
inventory/management/delivery/three_steps.rst
View File

@ -27,7 +27,7 @@ Indeed, routes provide a mechanism to chain different actions together.
Here, we will chain the picking to the shipping.
To activate *multi-step routes*, open the *inventory app*, and go to
*Configuration > Settings* and activate the option. By default,
:menuselection:`Configuration --> Settings` and activate the option. By default,
activating *multi-step routes* will also activate *Storage
Locations*.
@ -37,8 +37,8 @@ Locations*.
Warehouse configuration
=======================
Now that *Multi-Step Routes* is activated, go to *Configuration >
Warehouse* and open the one you will use to deliver in 3 steps. Then,
Now that *Multi-Step Routes* is activated, go to :menuselection:`Configuration -->
Warehouse` and open the one you will use to deliver in 3 steps. Then,
you can select the option *Pack good, send goods in output and then
deliver (3 steps)* as *Outgoing Shipments*.
@ -49,7 +49,7 @@ Activating this option will lead to the creation of two new locations,
*Output* and *Packing Zone*.
Of course, you can rename them if you want. To do so, go to
*Configuration > Locations* and select the one you want to rename.
:menuselection:`Configuration --> Locations` and select the one you want to rename.
Change its name and hit save.
Create a Sales Order

10
inventory/management/delivery/two_steps.rst
View File

@ -23,7 +23,7 @@ provide a mechanism to chain different actions together. In this case,
we will chain the unload step in the input area to the step entering the
products in stock.
To allow *multi-step routes*, go to *Configuration > Settings* and
To allow *multi-step routes*, go to :menuselection:`Configuration --> Settings` and
activate the feature. By default, activating *multi-step routes* will
also activate *Storage Locations*.
@ -33,8 +33,8 @@ also activate *Storage Locations*.
Configure warehouse for receipt in 2 steps
==========================================
Once *multi-step routes* is activated, you can go to *Configuration >
Warehouse* and enter the warehouse which will use receipt in 2 steps.
Once *multi-step routes* is activated, you can go to :menuselection:`Configuration -->
Warehouse` and enter the warehouse which will use receipt in 2 steps.
Then, you can select the option *Receive goods in input and then stock
(2 steps)* for *Incoming Shipments*.
@ -43,8 +43,8 @@ Then, you can select the option *Receive goods in input and then stock
Activating this option will lead to the creation of a new *Input*
location. If you want to rename it, you can go to *Configuration >
Locations > Select Input* and update its name.
location. If you want to rename it, you can go to :menuselection:`Configuration -->
Locations --> Select Input` and update its name.
.. image:: media/two_steps_03.png
:align: center

4
inventory/management/incoming/one_step.rst
View File

@ -8,8 +8,8 @@ vendors to the stock.
However, if advanced routes have been activated and you set another
incoming configuration on your warehouse, you can set it back to the
one-step receipt configuration. To do so, go to *Configuration >
Warehouses* and edit the warehouse in question.
one-step receipt configuration. To do so, go to :menuselection:`Configuration -->
Warehouses` and edit the warehouse in question.
Set the *Incoming Shipments* option to *Receive goods directly (1
step)*.

8
inventory/management/incoming/three_steps.rst
View File

@ -27,7 +27,7 @@ Indeed, routes provide a mechanism to chain different actions together.
Here, we will chain the picking to the shipping.
To activate *multi-step routes*, open the *inventory app*, and go to
*Configuration > Settings* and activate the option. By default,
:menuselection:`Configuration --> Settings` and activate the option. By default,
activating *multi-step routes* will also activate *Storage
Locations*.
@ -37,8 +37,8 @@ Locations*.
Warehouse configuration
=======================
Now that *Multi-Step Routes* is activated, go to *Configuration >
Warehouse* and open the one you will use to deliver in 3 steps. Then,
Now that *Multi-Step Routes* is activated, go to :menuselection:`Configuration -->
Warehouse` and open the one you will use to deliver in 3 steps. Then,
you can select the option *Pack good, send goods in output and then
deliver (3 steps)* as *Outgoing Shipments*.
@ -49,7 +49,7 @@ Activating this option will lead to the creation of two new locations,
*Output* and *Packing Zone*.
Of course, you can rename them if you want. To do so, go to
*Configuration > Locations* and select the one you want to rename.
:menuselection:`Configuration --> Locations` and select the one you want to rename.
Change its name and hit save.
Create a Sales Order

10
inventory/management/incoming/two_steps.rst
View File

@ -23,7 +23,7 @@ provide a mechanism to chain different actions together. In this case,
we will chain the unload step in the input area to the step entering the
products in stock.
To allow *multi-step routes*, go to *Configuration > Settings* and
To allow *multi-step routes*, go to :menuselection:`Configuration --> Settings` and
activate the feature. By default, activating *multi-step routes* will
also activate *Storage Locations*.
@ -33,8 +33,8 @@ also activate *Storage Locations*.
Configure warehouse for receipt in 2 steps
==========================================
Once *multi-step routes* is activated, you can go to *Configuration >
Warehouse* and enter the warehouse which will use receipt in 2 steps.
Once *multi-step routes* is activated, you can go to :menuselection:`Configuration -->
Warehouse` and enter the warehouse which will use receipt in 2 steps.
Then, you can select the option *Receive goods in input and then stock
(2 steps)* for *Incoming Shipments*.
@ -42,8 +42,8 @@ Then, you can select the option *Receive goods in input and then stock
:align: center
Activating this option will lead to the creation of a new *Input*
location. If you want to rename it, you can go to *Configuration >
Locations > Select Input* and update its name.
location. If you want to rename it, you can go to :menuselection:`Configuration -->
Locations --> Select Input` and update its name.
.. image:: media/two_steps_03.png
:align: center

4
inventory/management/lots_serial_numbers/expiration_dates.rst
View File

@ -17,7 +17,7 @@ Application configuration
-------------------------
To use expiration dates tracking, open the *Inventory* application and
go to *Configuration > Settings* and activate the *Lots & Serial
go to :menuselection:`Configuration --> Settings` and activate the *Lots & Serial
Numbers* and *Expiration Dates* features.
.. image:: media/expiration_dates_01.png
@ -58,7 +58,7 @@ Expiration Alerts
=================
You can access all your expiration alerts from the *inventory* app. To
do so, go to *Master Data > Lots/Serial Numbers*. There, you can use
do so, go to :menuselection:`Master Data --> Lots/Serial Numbers`. There, you can use
the pre-existing filter that shows all the lots/serial numbers that
exceeded their alert date.

10
inventory/management/lots_serial_numbers/lots.rst
View File

@ -21,7 +21,7 @@ Application Configuration
-------------------------
First, you need to activate the tracking of lot numbers. To do so, go to
*Inventory > Configuration > Settings* and tick *Lots & Serial
:menuselection:`Inventory --> Configuration --> Settings` and tick *Lots & Serial
Numbers*. Then, click on save.
.. image:: media/lots_01.png
@ -33,7 +33,7 @@ Product Configuration
Now, you have to configure which products you want to track by serial
numbers.
Go to *Master Data > Products* and open the product of your choice.
Go to :menuselection:`Master Data --> Products` and open the product of your choice.
There, click on *Edit* and select *Tracking by Lots* in the
inventory tab.
@ -94,7 +94,7 @@ Operation Types
Of course, you also have the possibility to define how you will manage
lots for each operation type. To do so, open the *Inventory* app and
go to *Configuration > Operation Types*.
go to :menuselection:`Configuration --> Operation Types`.
For each type (receipts, internal transfers, deliveries, …), you can
decide if you allow to create new lot numbers or only use existing ones.
@ -114,8 +114,8 @@ The lot number given to the products allows you to keep track of where
they were received, put in stock, to whom they were sold and where they
were shipped to.
To track an item, open the *Inventory* module and, in *Master Data >
Lots/Serial Numbers*, click on the lot number corresponding to your
To track an item, open the *Inventory* module and, in :menuselection:`Master Data -->
Lots/Serial Numbers`, click on the lot number corresponding to your
search.
.. image:: media/lots_09.png

16
inventory/management/lots_serial_numbers/serial_numbers.rst
View File

@ -18,7 +18,7 @@ Application configuration
-------------------------
First, you need to activate the serial numbers tracking. To do so, go to
*Configuration > Settings* in the *Inventory* application. Then,
:menuselection:`Configuration --> Settings` in the *Inventory* application. Then,
enable the feature and hit save.
.. image:: media/serial_numbers_01.png
@ -28,7 +28,7 @@ Product configuration
---------------------
Now, you have to configure the products you want to track by serial
numbers. To do so, go to *Master Data > Products* and open the product
numbers. To do so, go to :menuselection:`Master Data --> Products` and open the product
of your choice. Edit it and select *Tracking By Unique Serial Number*
in the *Inventory tab*. Then, click on save.
@ -106,8 +106,8 @@ Operation types
===============
You also have the possibility to define how you will manage lots for
each operation type. To define it, go to *Configuration > Operation
Types* in the *Inventory* app.
each operation type. To define it, go to :menuselection:`Configuration --> Operation Types` in the
*Inventory* app.
For each type, you can decide if you allow the creation of new lot
numbers or want to use existing ones. By default, the creation of new
@ -127,11 +127,9 @@ Using serial numbers allows you to keep track of where the products were
received, put in stock, to whom they were sold, and where they were
shipped to.
Tracking an item is easy: open the *Inventory* app, and go to *Master
Data > Lots/Serial Numbers* and click on the serial number
corresponding to your search. Then, open the *Traceability*
information. There, you will see in which documents the serial number
has been used.
Tracking an item is easy: open the *Inventory* app, and go to :menuselection:`Master Data -->
Lots/Serial Numbers` and click on the serial number corresponding to your search. Then, open the
*Traceability* information. There, you will see in which documents the serial number has been used.
.. image:: media/serial_numbers_12.png
:align: center

2
inventory/management/misc/owned_stock.rst
View File

@ -17,7 +17,7 @@ advanced settings.
Configuration
=============
To use this feature, go to *Inventory > Configuration > Settings* in
To use this feature, go to :menuselection:`Inventory --> Configuration --> Settings` in
the inventory app. Then, enable the *Consignment* feature in the
*Traceability* section. Now, hit save.

14
inventory/management/misc/scrap.rst
View File

@ -22,13 +22,13 @@ When you install the *Inventory* app, Odoo automatically creates a
scrap location. It’s named *Virtual Location/Scap*.
Of course, you can create new scrap areas if needed. To do so, go to
*Inventory > Configuration > Settings* and activate the *Storage
:menuselection:`Inventory --> Configuration --> Settings` and activate the *Storage
Locations* feature.
.. image:: media/scrap_01.png
:align: center
Now, go to *Configuration > Locations* and create your scrap location.
Now, go to :menuselection:`Configuration --> Locations` and create your scrap location.
.. note::
You have to check *Is a Scrap Location?* on the location form. In
@ -44,8 +44,8 @@ a delivery order, and from an internal transfer.
Scrap from receipt
------------------
Scrapping products from receipts is easy. Go to *Inventory > Dashboard
> Receipts* or click on *1 TO PROCESS* under the receipts location.
Scrapping products from receipts is easy. Go to :menuselection:`Inventory --> Dashboard -->
Receipts` or click on *1 TO PROCESS* under the receipts location.
.. image:: media/scrap_02.png
:align: center
@ -67,8 +67,8 @@ location.
Scrap from delivery order
-------------------------
To scrap products from a delivery order, go to *Inventory > Dashboard >
Delivery orders* or click on *1 TO PROCESS*.
To scrap products from a delivery order, go to :menuselection:`Inventory --> Dashboard -->
Delivery orders` or click on *1 TO PROCESS*.
.. image:: media/scrap_05.png
:align: center
@ -93,7 +93,7 @@ Scrap from an internal transfer
-------------------------------
To do this, the flow is almost the same. In fact, you just have to go to
*Inventory > Dashboard > Internal Transfers*.
:menuselection:`Inventory --> Dashboard --> Internal Transfers`.
.. image:: media/scrap_09.png
:align: center

12
inventory/management/planning/scheduled_date.rst
View File

@ -94,8 +94,8 @@ calculation and, thus, to compute a scheduled date earlier than the one
you promised to your client. In that way, you are sure to be able to
keep your commitment.
To set up your security dates, go to *Inventory > Configuration >
Settings* and enable the feature.
To set up your security dates, go to :menuselection:`Inventory --> Configuration -->
Settings` and enable the feature.
.. image:: media/scheduled_date_04.png
:align: center
@ -111,8 +111,8 @@ When the system generates purchase orders for procuring products, they
will be scheduled that many days earlier to cope with unexpected vendor
delays.
To find purchase lead time, go to *Inventory > Configuration >
Settings* and enable the feature.
To find purchase lead time, go to :menuselection:`Inventory --> Configuration -->
Settings` and enable the feature.
.. image:: media/scheduled_date_05.png
:align: center
@ -124,7 +124,7 @@ The security lead time for manufacturing allows generating manufacturing
orders which are scheduled that many days earlier to cope with
unexpected manufacturing days.
To configure it, go to *Manufacturing > Configuration > Settings* and
To configure it, go to :menuselection:`Manufacturing --> Configuration --> Settings` and
enable the *Security Lead Time* option. Then, hit save.
.. image:: media/scheduled_date_06.png
@ -138,7 +138,7 @@ influence the computed date. The delays due to internal transfers can be
specified in the *Inventory* app when you create a new rule in a
route.
To specify them, go to *Inventory > Configuration > Routes* and add a
To specify them, go to :menuselection:`Inventory --> Configuration --> Routes` and add a
push rule to set a delay. Of course, you need to activate *Multi-step
Routes* to use this feature.

8
inventory/management/planning/schedulers.rst
View File

@ -33,8 +33,8 @@ Configure and run the scheduler
Run the scheduler manually
--------------------------
To start the scheduler manually, go to *Inventory > Operations > Run
Schedulers*. The scheduler uses all the relevant parameters defined for
To start the scheduler manually, go to :menuselection:`Inventory --> Operations --> Run
Schedulers`. The scheduler uses all the relevant parameters defined for
products, suppliers and the company to prioritize the different
production orders, deliveries and supplier purchases.
@ -45,12 +45,12 @@ Configure and run the scheduler (for advanced users)
----------------------------------------------------
To use this feature, you have to enable the debug mode. To do so, go to
*Settings > Activate the developer mode*.
:menuselection:`Settings --> Activate the developer mode`.
.. image:: media/schedulers_02.png
:align: center
Then, go to *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
the starting time of the scheduler.

6
inventory/management/products/uom.rst
View File

@ -15,7 +15,7 @@ product.
Configuration
=============
In the *Inventory* application, go to *Configuration > Settings*. In
In the *Inventory* application, go to :menuselection:`Configuration --> Settings`. In
the *Products* section, activate *Units of Measure*, then *Save*.
.. image:: media/uom_01.png
@ -24,7 +24,7 @@ the *Products* section, activate *Units of Measure*, then *Save*.
Create New Units of Measure
===========================
In the *Inventory* application go to *Configuration > UoM*. There,
In the *Inventory* application go to :menuselection:`Configuration --> UoM`. There,
hit *Create*. As an example, we will create a Box of 6 units that we
will use for the Egg product.
@ -42,7 +42,7 @@ unit of measure for the category which is “Units” here.
Specify Units of Measure on your Products
=========================================
In the *Inventory application > Master Data > Products*, open the
In the :menuselection:`Inventory application --> Master Data --> Products`, open the
product which you would like to change the purchase/sale unit of
measure, and click on *Edit*.

4
inventory/management/replenishment_strategies/min_stock_rule_vs_mto.rst
View File

@ -24,7 +24,7 @@ Reordering Rules
----------------
The *Reordering Rules* configuration is available through the menu
*Inventory > Master Data > Reordering Rules*. There, click on
:menuselection:`Inventory --> Master Data --> Reordering Rules`. There, click on
*Create* to set minimum and maximum stock values for a given product.
.. image:: media/min_stock_rule_vs_mto_01.png
@ -67,7 +67,7 @@ Make to Order
-------------
The *Make To Order* configuration is available on your product form
through your *Inventory module > Master Data > Products* (or in any
through your :menuselection:`Inventory module --> Master Data --> Products` (or in any
other module where products are available).
On the product form, in the *Inventory tab*, you can set a route. You

8
inventory/management/replenishment_strategies/virtual_warehouses.rst
View File

@ -13,8 +13,8 @@ multi-warehouses.
.. image:: media/virtual_warehouses_01.png
:align: center
You can then access your warehouses via \*Inventory > Configuration >
Warehouses\*. Create the necessary warehouses following this
You can then access your warehouses via :menuselection:`Inventory --> Configuration -->
Warehouses`. Create the necessary warehouses following this
`*documentation* <https://docs.google.com/document/d/14xNFdUOAbfzdloqXcjq67T8qjjlY7pu4Db6BbR4_fdA/edit>`__.
Enter the warehouse which should be resupplied by another one. You will
have the possibility to directly indicate through which warehouse it
@ -33,8 +33,8 @@ order\*.
For the demonstration, I set a reordering rule with a minimum of 5 units
in stock and a maximum of 10 units in stock, having currently 0 units on
hand. I will run the scheduler by going to \*Inventory > Operations >
Run scheduler\*.
hand. I will run the scheduler by going to :menuselection:`Inventory --> Operations -->
Run scheduler`.
.. image:: media/virtual_warehouses_04.png
:align: center

7
inventory/management/reporting/integrating_landed_costs.rst
View File

@ -14,7 +14,7 @@ product.
Configuration
=============
First, you need to go in *Inventory > Configuration > Settings* and
First, you need to go in :menuselection:`Inventory --> Configuration --> Settings` and
activate the landed costs feature. You can also determine the default
journal in which the landed cost accounting entries will be recorded.
@ -60,6 +60,5 @@ by clicking on the journal entry.
:align: center
.. note::
You are not forced to start from the vendor bill, you can also go in
*Inventory > Operations > Landed Costs* and directly create the landed
cost from there.
You are not forced to start from the vendor bill, you can also go in :menuselection:`Inventory
--> Operations --> Landed Costs` and directly create the landed cost from there.

2
inventory/management/reporting/inventory_valuation_config.rst
View File

@ -190,7 +190,7 @@ Manual Inventory Valuation
In this case, goods receipts and deliveries won’t have any direct impact
on your accounting books. Periodically, you create a manual journal
entry representing the value of what you have in stock. To know that
value, go in Inventory > Reporting > Inventory Valuation.
value, go in :menuselection:`Inventory --> Reporting --> Inventory Valuation`.
This is the default configuration in Odoo and it works
out-of-the-box. Check following operations and find out how

2
inventory/management/reporting/using_inventory_valuation.rst
View File

@ -68,7 +68,7 @@ The inventory valuation report
------------------------------
The summary of this is accessible via the inventory valuation report
(accessible from *Inventory > Reporting > Inventory Valuation*). It gives
(accessible from :menuselection:`Inventory --> Reporting --> Inventory Valuation`). It gives
you, product per product, the value of your stock. By clicking on the
button *Inventory At Date*, you can have the same information for a
past date.

6
inventory/management/warehouses/location_creation.rst
View File

@ -7,13 +7,13 @@ Configuration
In order to be able to create different locations, you will need to
activate *Multi-Locations* in the settings which can be done from the
*Inventory application > Configuration > Settings*.
:menuselection:`Inventory application --> Configuration --> Settings`.
.. image:: media/location_creation_01.png
:align: center
In the *Inventory application*, you can now go to *Configuration >
Locations* and hit *Create* in order to create a new location.
In the *Inventory application*, you can now go to :menuselection:`Configuration -->
Locations` and hit *Create* in order to create a new location.
.. image:: media/location_creation_02.png
:align: center

6
inventory/management/warehouses/warehouse_creation.rst
View File

@ -9,13 +9,13 @@ In order to create a new warehouse, you should activate the
*Multi-Warehouse* settings. Note that the *Multi-Locations* settings
will be automatically activated at the same time.
In order to do so, go to the *Inventory app > Configuration >
Settings*.
In order to do so, go to the :menuselection:`Inventory app --> Configuration -->
Settings`.
.. image:: media/warehouse_creation_01.png
:align: center
You can then go to *Inventory > Configuration > Warehouses* and hit
You can then go to :menuselection:`Inventory --> Configuration --> Warehouses` and hit
*Create* to add a new warehouse.
.. image:: media/warehouse_creation_02.png

2
inventory/overview/process/deliver_from_stock.rst
View File

@ -6,7 +6,7 @@ Create Storable/Consumable Products
===================================
The first step to use the inventory application is to create products in
your database via the menu *Master Data > Products*. Click the Create
your database via the menu :menuselection:`Master Data --> Products`. Click the Create
button and enter the name of your product.
.. image:: media/deliver_from_stock_01.png

4
inventory/overview/process/initial_stock.rst
View File

@ -3,7 +3,7 @@ Set your Initial Stock
======================
The first step to use the inventory application is to create products in
your database via the menu *Master Data > Products*. Click the Create
your database via the menu :menuselection:`Master Data --> Products`. Click the Create
button and enter the name of your product.
.. image:: media/initial_stock_01.png
@ -20,7 +20,7 @@ Inventory Adjustment for Multiple Products
Once you have created all your *storable products*, you can create an
*inventory adjustment* to determine their current stock level in Odoo.
You therefore need to go to *Operations > Inventory Adjustments* and
You therefore need to go to :menuselection:`Operations --> Inventory Adjustments` and
create a new one.
.. image:: media/initial_stock_03.png

2
inventory/overview/process/receive_in_stock.rst
View File

@ -3,7 +3,7 @@ Receive Products in Stock
=========================
The first step to use the inventory application is to create products in
your database via the menu *Master Data > Products*. Click the Create
your database via the menu :menuselection:`Master Data --> Products`. Click the Create
button and enter the name of your product.
.. image:: media/receive_in_stock_01.png

10
inventory/routes/concepts/cross_dock.rst
View File

@ -12,7 +12,8 @@ Cross-docking is the process of sending products that are received directly to t
Configuration
==============
In the *Inventory* app, open *Configuration > Settings* and activate the *Multi-Step Routes*.
In the *Inventory* app, open :menuselection:`Configuration --> Settings` and activate the *Multi-Step Routes*.
.. image:: media/cross2.png
:align: center
@ -20,12 +21,15 @@ In the *Inventory* app, open *Configuration > Settings* and activate the *Multi-
.. note::
Doing so will also enable the *Storage Locations* feature.
Now, both *Incoming* and *Outgoing* shipments should be configured to work with 2 steps. To adapt the configuration, go to *Inventory > Configuration > Warehouses* and edit your warehouse.
Now, both *Incoming* and *Outgoing* shipments should be configured to work with 2 steps. To adapt
the configuration, go to :menuselection:`Inventory --> Configuration --> Warehouses` and edit your
warehouse.
.. image:: media/cross3.png
:align: center
This modification will lead to the creation of a *Cross-Docking* route that can be found in *Inventory > Configuration > Routes*.
This modification will lead to the creation of a *Cross-Docking* route that can be found in
:menuselection:`Inventory --> Configuration --> Routes`.
.. image:: media/cross4.png
:align: center

2
inventory/routes/concepts/procurement_rule.rst
View File

@ -35,7 +35,7 @@ Procurement rules settings
==========================
The procurement rules are set on the routes. In the inventory
application, go to Configuration > Routes.
application, go to :menuselection:`Configuration --> Routes`.
In the Procurement rules section, click on Add an item.

8
inventory/routes/strategies/putaway.rst
View File

@ -9,7 +9,8 @@ If, for example, a warehouse contains volatile substances, it is important to ma
Configuration
==============
In the *Inventory* app, go to *Configuration > Settings* and activate the *Multi-Step Routes*. By doing so, the *Storage Locations* will be automatically activated.
In the *Inventory* app, go to :menuselection:`Configuration --> Settings` and activate the
*Multi-Step Routes*. By doing so, the *Storage Locations* will be automatically activated.
.. image:: media/putaw1.png
:align: center
@ -21,7 +22,10 @@ In some cases, like for a retail shop storing vegetables and fruits, we have to
Let’s suppose there are one warehouse location *WH/Stock* and two sub-locations *WH/Stock/Vegatable* and *WH/Stock/Fruits*.
To manage those locations, we will create putaway rules. To do so, open the *Inventory* app and go to *Configuration > Putaway Rules*. Then, click on create and configure your first rule indicating the main location the product will enter before being redirected to the right location.
To manage those locations, we will create putaway rules. To do so, open the *Inventory* app and go
to :menuselection:`Configuration --> Putaway Rules`. Then, click on create and configure your first
rule indicating the main location the product will enter before being redirected to the right
location.
.. note::
The putaway rules can be defined either per product or per product category.

2
iot/config/pos.rst
View File

@ -71,7 +71,7 @@ other hardware might work as well.
connection is available on boot.
Once it's done, you can connect the IoT Box to your PoS. For this, go in
Point of Sale > Configuration > PoS, tick the box "IoT Box" and select
:menuselection:`Point of Sale --> Configuration --> PoS`, tick the box "IoT Box" and select
the IoT Box you want to connect with. Save the changes.
Set up is done, you can launch a new PoS Session.

5
manufacturing/management/bill_configuration.rst
View File

@ -22,9 +22,8 @@ other words, you choose to realize your manufacturing process in one
step and do not track the steps the product goes through.
Before creating your *BoM*, you have to create the product using the
*BoM* and, at least, one of the components. Go to the *Master Data*
menu > *Products* and create both the finished product and the
component.
*BoM* and, at least, one of the components. Go to the :menuselection:`Master Data menu --> Products`
and create both the finished product and the component.
Once done, go to the *Bills of Materials* menu under *Master Data*.
Now, create it. Choose the product from the dropdown menu and add your

7
manufacturing/management/subcontracting.rst
View File

@ -8,13 +8,16 @@ through subcontractors. This can be easily managed through Odoo.
Configuration
=============
Go to the *Manufacturing app > Configuration > Settings* and tick the
Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` and tick the
box *Subcontracting*.
.. image:: media/subcontract_01.png
:align: center
You can now define subcontracted *Bill of Materials*. Therefore, you need to go to *Manufacturing > Master Data > Bill of Materials* and hit *Create*. In this *BoM*, list the components which will be used by the subcontractor to manufacture the subcontracted finished product. Specify that the *BoM* type is *Subcontracting*.
You can now define subcontracted *Bill of Materials*. Therefore, you need to go to
:menuselection:`Manufacturing --> Master Data --> Bill of Materials` and hit *Create*. In this
*BoM*, list the components which will be used by the subcontractor to manufacture the subcontracted
finished product. Specify that the *BoM* type is *Subcontracting*.
.. image:: media/subcontract_03.png
:align: center

6
manufacturing/management/use_mps.rst
View File

@ -8,8 +8,8 @@ production based on your demand forecast.
Configuration
=============
Go to the *Manufacturing app > Configuration > Settings* and activate
the Master Production Schedule feature before hitting save.
Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` and activate the Master
Production Schedule feature before hitting save.
.. image:: media/use_mps_01.png
:align: center
@ -17,7 +17,7 @@ the Master Production Schedule feature before hitting save.
.. tip::
In the manufacturing settings, you can define the time range of your MPS (month/week/day) and the number of periods you want to display.
Now, go in *Planning > Master Production Schedule* and click on add a
Now, go in :menuselection:`Planning --> Master Production Schedule` and click on add a
product. You can now define your safety stock target (= the stock you
want to have on hand at the end of the period) and the minimum and
maximum quantities to replenish.

2
mobile/firebase.rst
View File

@ -10,5 +10,5 @@ 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 *Settings* > *General Settings* > *Odoo Cloud Notification (OCN)*
Simply go to :menuselection:`Settings --> General Settings --> Odoo Cloud Notification (OCN)`
and make sure that **Push Notifications** is checked.

20
odoo_sh/advanced/upgrade_your_database.rst
View File

@ -6,20 +6,22 @@ Upgrade your database
.. _odoosh-advanced-upgrade_your_database:
1. Download and Upload your database
------------------------------------
Download and Upload your database
=================================
Download a dump of your database (from the :ref:`Builds view <odoosh-gettingstarted-builds-download-dump>`), choose the
exact copy and without filestore options. Upload the .sql.gz dump on https://upgrade.odoo.com/database/upload and
select the Testing Purpose. If you have custom code, you can choose to have it upgraded by us, or do it yourself. Once
it's processed, you'll get a dump of the database in return.
.. Warning::
.. warning::
Do *not* upload *backups* of your production database (found in the Backups tab of the production branch) as these
are incompatible with the Upgrade platform - they contain your complete sources, etc. that are not needed for the
upgrade. Make sure to download a **Dump** instead - either through the Backups tab using the *Download Dump* button
or through the Builds page by using the *Download Dump* entry of the contextual menu of your latest production build.
Do *not* upload *backups* of your production database (found in the Backups tab of the production branch) as these are incompatible with the Upgrade platform - they contain your complete sources, etc. that are not needed for the upgrade. Make sure to download a **Dump** instead - either through the Backups tab using the *Download Dump* button or through the Builds page by using the *Download Dump* entry of the contextual menu of your latest production build.
2. Test your upgraded database
------------------------------
Test your upgraded database
===========================
Create a staging branch that will run the upgraded database. Either make sure your production branch's code is
compatible between the two Odoo versions and fork your production branch, or make a new staging branch containing
@ -31,8 +33,8 @@ change the version of Odoo's source code to the corresponding version for the bu
Test the upgraded database and make sure everything runs as it's supposed to.
3. Replace your existing production database
--------------------------------------------
Replace your existing production database
=========================================
Once you've tested everything and you're satisfied, start the process over to get an up-to-date upgraded dump:

20
point_of_sale/payment/ingenico.rst
View File

@ -20,9 +20,9 @@ to your database, please refer to `this
documentation <https://www.odoo.com/documentation/user/12.0/iot.html>`__.
Once the IoT Box is up and running, you’ll need to link your payment
terminal to your PoS. Open the Point of Sale app and go to *Configuration
> Point of Sale*. Select a PoS, tick the IoT Box Device option and select
your payment terminal.
terminal to your PoS. Open the *Point of Sale* app and go to
:menuselection:`Configuration --> Point of Sale`. Select a PoS, tick the IoT
Box Device option and select your payment terminal.
.. image:: media/payment_terminal_01.png
:align: center
@ -30,8 +30,8 @@ your payment terminal.
Configure the Lane/5000 for Ingenico BENELUX
--------------------------------------------
Click on the F button of the terminal, then go in the *PoS Menu* >
settings menu and enter the settings password.
Click on the F button of the terminal, then go in the
:menuselection:`PoS Menu --> Settings` and enter the settings password.
Now, click on connexion change and TCP/IP. Type the IP of your *IoT
Box* (you can find it on the form view of your IoT Box). Then, enter
@ -50,9 +50,9 @@ Ingenico setting.
.. image:: media/payment_terminal_03.png
:align: center
Go back in *Point of Sale > Configuration > Point of Sale*, go in the
payments section and access your payment methods. Create a new payment
method for Ingenico, select the payment terminal option Ingenico, and
Go back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
go in the payments section and access your payment methods. Create a new
payment method for Ingenico, select the payment terminal option Ingenico, and
select your payment terminal device.
.. image:: media/payment_terminal_04.png
@ -79,8 +79,8 @@ order in Odoo even if the connexion between the terminal and Odoo has
issues.
.. note::
This option will only be available if you received an error message
telling you the connexion failed.
This option will only be available if you received an error message
telling you the connexion failed.
Once your payment is processed, on the payment record, you’ll find the
type of card that has been used and the transaction ID.

20
point_of_sale/payment/six.rst
View File

@ -6,7 +6,7 @@ Connecting a SIX/Worldline payment terminal allows you to offer a fluid
payment flow to your customers and ease the work of your cashiers.
.. note::
Please note SIX/Worldine is currently only available for UE customers.
Please note SIX/Worldine is currently only available for UE customers.
Configuration
=============
@ -20,9 +20,9 @@ to your database, please refer to `this documentation
<https://www.odoo.com/documentation/user/12.0/iot.html>`__.
Once the *IoT Box* is up and running, you’ll need to link it to your
PoS. Open the Point of Sale app and go to *Configuration > Point of
Sale*. Select a PoS, tick the IoT Box Device option and select your
payment terminal.
PoS. Open the Point of Sale app and go to :menuselection:`Configuration
--> Point of Sale`. Select a PoS, tick the IoT Box Device option and select
your payment terminal.
.. image:: media/six_01.png
:align: center
@ -40,8 +40,8 @@ takes +/- 1 min).
:align: center
.. tip::
The terminal should only be connected to the network with the Ethernet.
Do not connect it to the IoT Box with a USB Cable.
The terminal should only be connected to the network with the Ethernet.
Do not connect it to the IoT Box with a USB Cable.
Configure the Payment Method
----------------------------
@ -52,10 +52,10 @@ setting.
.. image:: media/six_04.png
:align: center
Back in *Point of Sale > Configuration > Point of Sale*, go in the
payments section and access your payment methods. Create a new payment
method for SIX, select the payment terminal option SIX, and select your
payment terminal device.
Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`,
go in the payments section and access your payment methods. Create a new
payment method for SIX, select the payment terminal option SIX, and select
your payment terminal device.
.. image:: media/six_05.png
:align: center

2
point_of_sale/payment/vantiv.rst
View File

@ -21,7 +21,7 @@ Vantiv setting.
.. image:: media/vantiv_01.png
:align: center
Back in *Point of Sale > Configuration > Point of Sale*, go in the
Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the
payments section and access your payment methods. Create a new payment
method for Vantiv, select the payment terminal option Vantiv, and create
new Vantiv credentials.

22
portal/my_odoo_portal.rst
View File

@ -8,10 +8,10 @@ My Odoo Portal
In this section of the portal, you will find all the communications between you
and Odoo: documents such as quotations, sales orders, invoices and subscriptions.
.. note :: To access this section, you have to log with your username and password
to `Odoo <https://www.odoo.com/my/home>`__ . If you are already logged in, just
click on your name on the top-right corner and select "My Account".
.. note::
To access this section, you have to log with your username and password to `Odoo
<https://www.odoo.com/my/home>`_. 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
@ -98,11 +98,11 @@ 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.
.. 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
=============
@ -111,5 +111,5 @@ 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`
.. seealso::
If you need information about how to manage your database see :ref:`db_online`

4
quality/checks/quality_mo.rst
View File

@ -16,7 +16,7 @@ Create the Quality Control Point
--------------------------------
To create a quality control point, open the quality app and go to
*Control > Control Points*. There, hit create. Make sure to select
:menuselection:`Control --> Control Points`. There, hit create. Make sure to select
*Manufacturing* as operation and choose the type of quality check you
want to perform.
@ -53,7 +53,7 @@ Create the Quality Control Point
--------------------------------
If you want to create a *Quality Control Point*, open the *Quality*
app and go to *Control > Control Points*. Then, click on create. Make
app and go to :menuselection:`Control --> Control Points`. Then, click on create. Make
sure to select *Manufacturing* as operation and select the work order
operation on which the quality check should be performed.

2
quality/checks/quality_transfers.rst
View File

@ -6,7 +6,7 @@ Create the Quality Control Point
================================
To create a *Quality Control Point*, open the *Quality* application.
Then, go to *Quality Control > Control Points > Create*. Now, you can
Then, go to :menuselection:`Quality Control --> Control Points --> Create`. Now, you can
define the quality control point you want to apply to a specific
product. Don’t forget to select a transfer operation type.

4
quality/control/control_points.rst
View File

@ -6,8 +6,8 @@ Quality Control Points
======================
If it is the first *Quality Control Point* that you create, know that
you need to open the *Quality* app. Then, go to *Quality Control >
Control Points*. Once there, you have to define the product on which
you need to open the *Quality* app. Then, go to :menuselection:`Quality Control -->
Control Points`. Once there, you have to define the product on which
the quality control will take place, as well as the operation at which
it should take place.

5
sales/amazon_connector/setup.rst
View File

@ -19,13 +19,12 @@ synchronized marketplaces to disable their synchronization.
Match database products in Amazon
=================================
.. Anchor should be one paragraph below but is placed here to fix wrongly adjusted display
.. _amazon/matching:
When an Amazon order is synchronized, up to three sales order items are created in Odoo for each
product sold on Amazon: one for the marketplace product, one for the shipping charges (if any) and
one for the gift wrapping charges (if any).
.. _amazon/matching:
The selection of a database product for a sales order item is done by matching its
**internal reference** with the **SKU** for marketplace items, the **shipping code** for delivery
charges, and the **gift wrapping** code for gift wrapping charges.

18
sales/send_quotations/quote_template.rst
View File

@ -43,21 +43,21 @@ services and products. When you click on *Edit Template* you will be
brought to the quotation editor.
.. image:: media/quote_template03.png
:align: center
:align: center
.. image:: media/quote_template04.png
:align: center
:align: center
This lets you edit the description content thanks to drag & drop of
building blocks. To describe your products add a content block in the
zone dedicated to each product.
.. image:: media/quote_template05.png
:align: center
:align: center
.. note::
The description set for the products will be used in all
quotations templates containing those products.
The description set for the products will be used in all
quotations templates containing those products.
Use a quotation template
========================
@ -65,13 +65,13 @@ Use a quotation template
When creating a quotation, you can select a template.
.. image:: media/quote_template06.png
:align: center
:align: center
Each product in that template will be added to your quotation.
.. tip::
You can select a template to be suggested by default in the
*Sales* settings.
You can select a template to be suggested by default in the
*Sales* settings.
Confirm the quotation
=====================
@ -81,7 +81,7 @@ digital signature or online payment. You can select that in the template
itself.
.. image:: media/quote_template07.png
:align: center
:align: center
Every quotation will now have this setting added to it.

2
sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing.rst
View File

@ -16,7 +16,7 @@ Go to *Apps*, search for *SMS Marketing* and click on *Install*.
Build an SMS mailing
====================
Go to *SMS Marketing > Create*.
Go to :menuselection:`SMS Marketing --> Create`.
.. image:: ./media/sms_marketing1.png
:align: center

4
sms_marketing/SMS_mkt_contact_lists_and_blacklist.rst
View File

@ -6,7 +6,7 @@ Contact lists
==================================
Creating my own list of contacts, or importing it, is useful when I want to create specific groups of people, such as the subscribers of my newsletter. It is also the best way to get started if I am coming from another system and already have built an audience. It makes the SMS distribution a lot easier.
Go to *Contacts lists > Contacts lists > Create*.
Go to :menuselection:`Contacts lists --> Contacts lists --> Create`.
I’ll choose a name for my *Mailing list*, and activate the option *Public* if I would like to make the mailing list accessible to my recipients in the unsubscription page to allow them to update their subscription preferences.
Once inside the list, I can again *Create* or *Import* contacts for that specific list.
@ -28,7 +28,7 @@ Example: my sales representative can easily find out which SMS mailing promotion
Blacklist
==================================
If I’m coming from another software and have a list of clients who have already asked to be blacklisted from my news, I can import those entries in my database.
For that, I’ll go to *Configuration > Phone Blacklist > Import*.
For that, I’ll go to :menuselection:`Configuration --> Phone Blacklist --> Import`.
.. image:: ./media/sms_marketing11.png
:align: center

10
sms_marketing/SMS_mkt_integrations_and_template.rst
View File

@ -7,7 +7,8 @@ With the SMS Marketing app isn’t different!
Organize Email Marketing and SMS campaigns
===========================================
First, make sure to have the necessary feature activated. Go to the *Email Marketing app > Configuration > Settings> activate the option Mailing Campaigns*.
First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing
app --> Configuration --> Settings --> activate the option Mailing Campaigns`.
.. image:: ./media/sms_marketing12.png
:align: center
@ -30,14 +31,17 @@ For that, I’ll go to the *Contacts* app, select the contact and click on the *
.. image:: ./media/sms_marketing15.png
:align: center
If I’d like to send a message in a batch here, I could go to *List View > select all the contacts > Action > Send SMS*.
If I’d like to send a message in a batch here, I could go to :menuselection:`List View --> select
all the contacts --> Action --> Send SMS`.
.. image:: ./media/sms_marketing16.png
:align: center
Set up SMS Templates
==================================
To set up *SMS Templates*, I’ll go to the *Settings* app and activate the *developer mode*. Now, back to *Settings* app, I’ll go to *Technical > Phone/SMS section > SMS Templates* and create the content I need.
To set up *SMS Templates*, I’ll go to the *Settings* app and activate the *developer mode*. Now,
back to *Settings* app, I’ll go to :menuselection:`Technical --> Phone/SMS section -->
SMS Templates` and create the content I need.
.. image:: ./media/sms_marketing17.png
:align: center

36
sms_marketing/fqapricing.rst
View File

@ -4,11 +4,15 @@ SMS Pricing and FAQ
Pricing
==================================
SMS Text Messaging is an In-App Purchase (IAP) service which requires prepaid credits to work. The price of an SMS depends on the destination and the length of the message. With 1 credit, I can send up to 92 SMSs.
SMS Text Messaging is an In-App Purchase (IAP) service which requires prepaid credits to work.
The price of an SMS depends on the destination and the length of the message. With 1 credit, I can
send up to 92 SMSs.
**For more information, please consult our FAQ page**: `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_
**For more information, please consult our FAQ page**:
`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_
To buy credits I will go to *Settings > Buy Credits* (under *Send SMS*); or go to *Settings > View my Services* (under *Odoo IAP*).
To buy credits I will go to :menuselection:`Settings --> Buy Credits` (under *Send SMS*); or go to
:menuselection:`Settings --> View my Services` (under *Odoo IAP*).
.. image:: media/fqa1.png
:align: center
@ -23,7 +27,8 @@ FAQ
No, your credits won’t expire.
**Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in front of the field “phone”?**
**Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in front
of the field “phone”?**
Only if that phone number supports SMS (e.g. SIP phones).
@ -37,11 +42,14 @@ No, it is not possible to reply to the SMS.
**What happens if I send multiple SMS but I do not have enough credits to send them all?**
The whole transaction is counted as a single one, so no SMS will be sent until you have enough credits to send them all.
The whole transaction is counted as a single one, so no SMS will be sent until you have enough
credits to send them all.
**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 SMS sent is available under Settings> Activate the developer mode > Technical > SMS.
Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete
history of SMS sent is available under :menuselection:`Settings --> Activate the developer mode -->
Technical --> SMS`.
**Can I send as many SMSs I want at once?**
@ -49,9 +57,11 @@ Yes, if you have enough credits.
**If I have a number that does not exist in the list of recipients, will I lose credits?**
Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is sent to the wrong person or to a fake number, the credit will be lost.
Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is sent
to the wrong person or to a fake number, the credit will be lost.
**What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a festival)?**
**What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a
festival)?**
The SMS will not be delivered to that kind of number, so you won’t be charged.
@ -61,16 +71,20 @@ Only the ones that have an invalid format.
**How does the GDPR regulation affect this service?**
Please find our Privacy Policy here: `Odoo IPA Purchase Privacy Policy <https://iap.odoo.com/privacy#sms>`__
Please find our Privacy Policy here: `Odoo IPA Purchase Privacy Policy
<https://iap.odoo.com/privacy#sms>`__
**How many types of SMS exist and how many characters make 1 SMS?**
There are 2 types of SMS message:
*Standard* (GSM-7): contains only characters from the GSM-7 set, which can be seen in the following picture.
*Standard* (GSM-7): contains only characters from the GSM-7 set, which can be seen in the following
picture.
.. image:: media/fqa3.png
:align: center
*Unicode*: contains at least one character that is not in the previous table.
For Standard SMS the size limit is 160 characters, and for Unicode is 70. Above these limits, the content is divided into a multi-part message. The system will inform you in real-time about the number of SMS your message represents.
For Standard SMS the size limit is 160 characters, and for Unicode is 70. Above these limits, the
content is divided into a multi-part message. The system will inform you in real-time about the
number of SMS your message represents.

2
social_marketing/social_marketing/social_marketing.rst
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@ -92,7 +92,7 @@ Configure your own Facebook and Twitter developer accounts
By default, the Social application is already configured with a Facebook
and Twitter developer accounts but you can use your own if necessary.
Activate the developer mode, go to Configuration > Settings and enter
Activate the developer mode, go to :menuselection:`Configuration --> Settings` and enter
your own API keys.
.. image:: media/social_marketing05.png

34
support/user_doc.rst
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@ -14,36 +14,43 @@ First of all...
Edit an existing page
=====================
0. As our documentation is maintained on GitHub, you'll need a free `GitHub account <https://help.github.com/en/articles/signing-up-for-a-new-github-account>`_.
1. Pick a page in our `user documentation <https://www.odoo.com/documentation/user>`_. **Please take care of choosing the right version of Odoo.**
2. Click on **Edit on Github** in the left menu.
#. As our documentation is maintained on GitHub, you'll need a free `GitHub account
<https://help.github.com/en/articles/signing-up-for-a-new-github-account>`_.
#. Pick a page in our `user documentation <https://www.odoo.com/documentation/user>`_.
**Please take care of selecting the right version of Odoo.**
#. Click on **Edit on Github** in the left menu.
.. image:: ./media/edit_on_github.png
:align: center
:alt: Click on "Edit on Github".
3. If this is the first time you edit our documentation, click on **Fork repository**, else you won't see this step.
4. Use Github's editor to add your text. Text is tagged with a simple syntax called `RST <http://docutils.sourceforge.net/rst.html>`_. Don't worry, it's not so hard to learn 🤓... See the following section of this document for a quick overview of RST commands.
#. If this is the first time you edit our documentation, click on **Fork repository**, otherwise
you won't see this step.
#. Use Github's editor to add your text. Text is tagged with a simple syntax called `RST
<http://docutils.sourceforge.net/rst.html>`_. Don't worry, it's not so hard to learn 🤓...
See the following section of this document for a quick overview of RST commands.
.. image:: ./media/add_text.png
:align: center
:alt: Use Github's editor to add your text.
5. Click on **Preview changes** to review your contribution in a human-readable format.
#. Click on **Preview changes** to review your contribution in a human-readable format.
.. image:: ./media/preview_changes.png
:align: center
:alt: Click on "Preview changes" to review your contribution.
6. In the **Propose file change** section, add a short title to your contribution. The title should summarize your changes. You may use the second box to add an extended description if your contribution requires a longer explanation.
#. In the **Propose file change** section, add a short title to your contribution.
The title should summarize your changes. You may use the second box to add an extended
description if your contribution requires a longer explanation.
.. image:: ./media/propose_changes.png
:align: center
:alt: Add a title and submit your contribution.
7. Submit your contribution by clicking on **Propose file change**.
8. Click on **Create pull request**.
9. Wait for an Odoo maintainer to add your contribution. Thank you for your help!
#. Submit your contribution by clicking on **Propose file change**.
#. Click on **Create pull request**.
#. Wait for an Odoo maintainer to add your contribution. Thank you for your help!
.. warning::
There is no automatic port of your edit to another version of the documentation.
@ -69,13 +76,13 @@ Here is a summary of the markup elements you may use while editing our documenta
| | | |
| Text in **bold** letters | | |
+------------------------------+--------------------------+---------------------------------------+
| .. code-block:: rst | 1. Numbered | Must be surrounded by white lines. |
| .. code-block:: rst | 1. Numbered | - Must be surrounded by white lines. |
| | 2. Bullet | |
| 1. Numbered | 3. List | |
| 2. Bullet | | |
| 3. List | | |
+------------------------------+--------------------------+---------------------------------------+
| .. code-block:: rst | - Numbered | Must be surrounded by white lines. |
| .. code-block:: rst | - Numbered | - Must be surrounded by white lines. |
| | - Bullet | |
| - Bullet | - List | |
| - Point | | |
@ -89,7 +96,8 @@ Here is a summary of the markup elements you may use while editing our documenta
.. note::
There are many more commands available, see `comprehensive documentation <http://docutils.sourceforge.net/docs/ref/rst/restructuredtext.html>`_ of RST.
There are many more commands available, see `comprehensive documentation
<http://docutils.sourceforge.net/docs/ref/rst/restructuredtext.html>`_ of RST.
Add images to your documents

4
support/where_can_i_get_support.rst
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@ -9,7 +9,9 @@ Where to find help?
Odoo Enterprise
===============
Users who have a valid Odoo Enterprise subscription may always contact our support teams through our `support form <https://www.odoo.com/help>`_, no matter the hosting type you chose (Odoo Online, Odoo.sh or on your own server).
Users who have a valid Odoo Enterprise subscription may always contact our support teams through our
`support form <https://www.odoo.com/help>`_, no matter the hosting type you chose (Odoo Online,
Odoo.sh or on your own server).
Please include in your request:

2
website/publish/multi_website.rst
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@ -52,7 +52,7 @@ Create the menu
===============
The new website has a default menu with all the installed applications.
To edit it, click *Pages > Edit Menu*. Moving forward you only edit
To edit it, click :menuselection:`Pages --> Edit Menu`. Moving forward you only edit
the menu of the current website.
Switch from one website to another