[MOV] general: single docs content up to their parent pages

This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.

This commit improves the structure of the "general" section:
- it moves the content of the doc "in_app_purchase" to its parent page
  "multi_companies"
- it moves the content of the doc "tags/take_tags" to "odoo_basics/tags"
- it moves the content of the doc "manage_multi_companies" to its parent
  page "multi_companies"

task-2535899
This commit is contained in:
Jonathan Castillo 2021-05-28 15:55:15 +02:00 committed by Antoine Vandevenne (anv)
parent 451f1ccee7
commit 6940f68cb5
31 changed files with 269 additions and 287 deletions

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===============
In-App Purchase
===============
=====================
In-App Purchase (IAP)
=====================
.. toctree::
:titlesonly:
In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you
to send SMS Text Messages or to send Invoices by post directly from my database.
in_app_purchase/in_app_purchase
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 :menuselection:`Settings --> Odoo IAP --> View my
Services`.
.. image:: in_app_purchase/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.
IAP accounts
============
Credits to use IAP services are stored on IAP accounts, which are specific to each service and
database. By default, IAP accounts are common to all companies, but can be restricted to specific
ones. Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
:menuselection:`Technical Settings --> IAP Account`.
.. image:: in_app_purchase/image2.png
:align: center
IAP Portal
==========
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:: in_app_purchase/image3.png
:align: center
Get notified when credits are low
=================================
To be notified when its time to recharge my credits, Ill 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, Ill 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:: in_app_purchase/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.
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: :doc:`In-App Purchase
</developer/webservices/iap>`.

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==================================================
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.
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 :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.
IAP accounts
============
Credits to use IAP services are stored on IAP accounts, which are specific to each service and
database. By default, IAP accounts are common to all companies, but can be restricted to specific
ones. Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
:menuselection:`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
: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 its time to recharge my credits, Ill 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, Ill 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.
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: :doc:`In-App Purchase
</developer/webservices/iap>`.

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Multi Companies
===============
.. toctree::
:titlesonly:
A centralized management environment allows you to select multiple companies simultaneously and set
their specific warehouses, customers, equipment, and contacts. It provides you the ability to
generate reports of aggregated figures without switching interfaces, which facilitates daily tasks
and the overall management process.
multi_companies/manage_multi_companies
Manage companies and records
============================
Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your companys
information. If a *Parent Company* is selected, records are shared between the two companies (as
long as both environments are active).
.. image:: multi_companies/create_js_store_us.png
:align: center
:alt: Overview of a new company's form in Odoo
.. tip::
Activate the :doc:`Developer mode <developer_mode/activate>` to choose a *Favicon*
for each of your companies, and easily identify them by the browser tabs. Set your
favicons files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
.. image:: multi_companies/favicon.png
:align: center
:height: 200
:alt: View of a web browser and the favicon for a specific company chosen in Odoo
Switch between or select multiple companies by enabling their selection boxes to activate them. The
grayed company is the one which environment is in use. To switch environments, click on the
companys name. In the example below, the user has access to three companies, two are activated, and
the environment in use is of *JS Store US*.
.. image:: multi_companies/multi_companies_menu_dashboard.png
:align: center
:alt: View of the companies menu through the main dashboard in Odoo
Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific
company only. To do so, on their forms, choose between:
- *A blank field*: the record is shared within all companies.
- *Adding a company*: the record is visible to users logged in to that specific company.
.. image:: multi_companies/product_form_company.png
:align: center
:alt: View of a product's form emphasizing the company field in Odoo Sales
Employees' access
=================
Once companies are created, manage your employees' :doc:`Access Rights <odoo_basics/users>`
for *Multi Companies*.
.. image:: multi_companies/access_rights_multi_companies.png
:align: center
:alt: View of an user form emphasizing the multi companies field under the access rights tabs
in Odoo
| If a user has multiple companies *activated* on his database, and he is **editing** a record,
the editing happens on the record's related company.
| Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium
environment, the changes are applied under JS Store US (the company from which the sale order
was issued).
| When **creating** a record, the company taken into account is:
- The current company (the one active) or,
- No company is set (on products and contacts forms for example) or,
- The company set is the one linked to the document (the same as if a record is being edited).
Documents format
=================
To set documents' formats according to each company, *activate* and *select* the respective one and,
under *Settings*, click on *Configure Document Layout*.
.. image:: multi_companies/document_layout.png
:align: center
:alt: View of the settings page emphasizing the document layout field in Odoo
Inter-Company Transactions
==========================
First, make sure each one of your companies is properly set in relation to:
- :doc:`Chart of Accounts
<../finance/accounting/getting_started/initial_configuration/chart_of_accounts>`
- :doc:`Taxes <../finance/accounting/taxation/taxes/default_taxes>`
- :doc:`Fiscal Positions <../finance/accounting/taxation/taxes/fiscal_positions>`
- :doc:`Journals <../finance/accounting/bank/setup/bank_accounts>`
- :doc:`Fiscal Localizations
<../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`
- :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`
- :doc:`Warehouses <../inventory_and_mrp/inventory/management/warehouses/warehouse_creation>`
Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company
*activated* and *selected*, choose if you would like operations between companies to be synchronized
at an invoice/bills level or at a sales/purchase orders level.
.. image:: multi_companies/inter_company_transactions.png
:align: center
:alt: View of the settings page emphasizing the inter company transaction field in Odoo
- **Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for
the selected company.
*Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor
bill on the JS Store US, from the JS Store Belgium.
.. image:: multi_companies/invoice_inter_company.png
:align: center
:alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo
- **Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected
company warehouse when a sales/purchase order is confirmed for the selected company. If instead of
a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*.
*Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order
on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature
was enabled).
.. image:: multi_companies/purchase_order_inter_company.png
:align: center
:alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo
.. note::
Products have to be configured as *Can be sold* and must be shared between the companies.
.. tip::
Remember to test all workflows as an user other than the administrator.
.. seealso::
- :doc:`Multi-company Guidelines </developer/howtos/company>`
- :doc:`../finance/accounting/others/multicurrencies/how_it_works`

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Multi Companies
===============
A centralized management environment allows you to select multiple companies simultaneously and set
their specific warehouses, customers, equipment, and contacts. It provides you the ability to
generate reports of aggregated figures without switching interfaces, which facilitates daily tasks
and the overall management process.
Manage companies and records
----------------------------
Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your companys
information. If a *Parent Company* is selected, records are shared between the two companies (as
long as both environments are active).
.. image:: media/create_js_store_us.png
:align: center
:alt: Overview of a new company's form in Odoo
.. tip::
Activate the :doc:`Developer mode <../developer_mode/activate>` to choose a *Favicon*
for each of your companies, and easily identify them by the browser tabs. Set your
favicons files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
.. image:: media/favicon.png
:align: center
:height: 200
:alt: View of a web browser and the favicon for a specific company chosen in Odoo
Switch between or select multiple companies by enabling their selection boxes to activate them. The
grayed company is the one which environment is in use. To switch environments, click on the
companys name. In the example below, the user has access to three companies, two are activated, and
the environment in use is of *JS Store US*.
.. image:: media/multi_companies_menu_dashboard.png
:align: center
:alt: View of the companies menu through the main dashboard in Odoo
Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific
company only. To do so, on their forms, choose between:
- *A blank field*: the record is shared within all companies.
- *Adding a company*: the record is visible to users logged in to that specific company.
.. image:: media/product_form_company.png
:align: center
:alt: View of a product's form emphasizing the company field in Odoo Sales
Employees' access
-----------------
Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/users>`
for *Multi Companies*.
.. image:: media/access_rights_multi_companies.png
:align: center
:alt: View of an user form emphasizing the multi companies field under the access rights tabs
in Odoo
| If a user has multiple companies *activated* on his database, and he is **editing** a record,
the editing happens on the record's related company.
| Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium
environment, the changes are applied under JS Store US (the company from which the sale order
was issued).
| When **creating** a record, the company taken into account is:
- The current company (the one active) or,
- No company is set (on products and contacts forms for example) or,
- The company set is the one linked to the document (the same as if a record is being edited).
Documents format
-----------------
To set documents' formats according to each company, *activate* and *select* the respective one and,
under *Settings*, click on *Configure Document Layout*.
.. image:: media/document_layout.png
:align: center
:alt: View of the settings page emphasizing the document layout field in Odoo
Inter-Company Transactions
--------------------------
First, make sure each one of your companies is properly set in relation to:
- :doc:`Chart of Accounts <../../finance/accounting/getting_started/initial_configuration/chart_of_accounts>`
- :doc:`Taxes <../../finance/accounting/taxation/taxes/default_taxes>`
- :doc:`Fiscal Positions <../../finance/accounting/taxation/taxes/fiscal_positions>`
- :doc:`Journals <../../finance/accounting/bank/setup/bank_accounts>`
- :doc:`Fiscal Localizations <../../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`
- :doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`
- :doc:`Warehouses <../../inventory_and_mrp/inventory/management/warehouses/warehouse_creation>`
Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company
*activated* and *selected*, choose if you would like operations between companies to be synchronized
at an invoice/bills level or at a sales/purchase orders level.
.. image:: media/inter_company_transactions.png
:align: center
:alt: View of the settings page emphasizing the inter company transaction field in Odoo
- **Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for
the selected company.
*Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor
bill on the JS Store US, from the JS Store Belgium.
.. image:: media/invoice_inter_company.png
:align: center
:alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo
- **Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected
company warehouse when a sales/purchase order is confirmed for the selected company. If instead of
a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*.
*Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order
on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature
was enabled).
.. image:: media/purchase_order_inter_company.png
:align: center
:alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo
.. note::
Products have to be configured as *Can be sold* and must be shared between the companies.
.. tip::
Remember to test all workflows as an user other than the administrator.
.. seealso::
- :doc:`Multi-company Guidelines </developer/howtos/company>`
- :doc:`../../finance/accounting/others/multicurrencies/how_it_works`

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@ -202,5 +202,5 @@ the user can have access.
:alt: View of a users form emphasizing the multi companies field in Odoo
.. seealso::
- :doc:`../multi_companies/manage_multi_companies`
- :doc:`../multi_companies`
- :doc:`../../settings/users_and_features`

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@ -2,7 +2,65 @@
Tags
====
.. toctree::
:titlesonly:
Tags work like keywords or labels that will help you to categorize your work, as well as make
objectives and goals clearer and available for everyone instantly. They are also a useful source of
filtering, helping you boost productivity.
tags/take_tags
Where can I use and how do I create tags?
=========================================
| Tags can be used in numerous applications going from *CRM*, *Project*, *Contacts*, *Marketing
Automation*, etc.
| On *CRM* for instance, under :menuselection:`CRM --> Configuration --> Tags` you can create new or
edit existing ones.
.. image:: tags/create_tags.png
:align: center
:height: 300
:alt: Click on Create to create Tags in Odoo
You can also create them on the fly.
.. image:: tags/create_tags_fly.png
:align: center
:alt: Type the name of the tag on the field and create and edit a tag in Odoo
Choose specific colors for each tag to help identify them, or *Hide in Kanban*, simply by
clicking on the tag once it is created.
.. image:: tags/tags_colors.png
:align: center
:height: 260
:alt: Click on the tag and choose a color in Odoo
Remove tags from a task or from the database
============================================
Click on the *x* to delete a tag from a specific task or contact. To delete it from your
database, go to :menuselection:`CRM --> Configuration --> Tags --> Action --> Delete`.
.. image:: tags/delete.png
:align: center
:alt: Select a tag and click on action then delete to delete it from the database in Odoo
Use tags as a parameter
=======================
On the *Marketing Automation* application, for example, you can re-use tags as a parameter to
specify a niche of records for your campaign.
.. image:: tags/mkt_automation.png
:align: center
:height: 430
:alt: Apply tags as filters in Odoo Marketing Automation application
Use tags for reporting
======================
To get the information you need in an organized format and for a specific purpose, you can also
add tags.
.. image:: tags/reporting.png
:align: center
:alt: Apply tags to create reports in Odoo

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======================
Take Advantage of Tags
======================
Tags work like keywords or labels that will help you to categorize your work, as well as make
objectives and goals clearer and available for everyone instantly. They are also a useful source of
filtering, helping you to boost productivity.
Where can I use and how do I create tags?
=========================================
| Tags can be used in numerous applications going from *CRM*, *Project*, *Contacts*, *Marketing
Automation*, etc.
| On *CRM* for instance, under :menuselection:`CRM --> Configuration --> Tags` you can create new or
edit existing ones.
.. image:: media/create_tags.png
:align: center
:height: 300
:alt: Click on Create to create Tags in Odoo
You can also create them on the fly.
.. image:: media/create_tags_fly.png
:align: center
:alt: Type the name of the tag on the field and create and edit a tag in Odoo
Choose specific colors for each tag to help identify them, or *Hide in Kanban*, simply by
clicking on the tag once it is created.
.. image:: media/tags_colors.png
:align: center
:height: 260
:alt: Click on the tag and choose a color in Odoo
Remove tags from a task or from the database
============================================
Click on the *x* to delete a tag from a specific task or contact. To delete it from your
database, go to :menuselection:`CRM --> Configuration --> Tags --> Action --> Delete`.
.. image:: media/delete.png
:align: center
:alt: Select a tag and click on action then delete to delete it from the database in Odoo
Use tags as a parameter
=======================
On the *Marketing Automation* application, for example, you can re-use tags as a parameter to
specify a niche of records for your campaign.
.. image:: media/mkt_automation.png
:align: center
:height: 430
:alt: Apply tags as filters in Odoo Marketing Automation application
Use tags for reporting
======================
To get the information you need in an organized format and for a specific purpose, you can also
add tags.
.. image:: media/reporting.png
:align: center
:alt: Apply tags to create reports in Odoo

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@ -64,7 +64,7 @@ Speakers*.
.. note::
Credits are required to be able to send SMSs. For more information about Pricing :doc:`click here
<../../sms_marketing/pricing/pricing_and_faq>`, and, about IAP Services :doc:`here
</applications/general/in_app_purchase/in_app_purchase>`.
</applications/general/in_app_purchase>`.

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@ -64,4 +64,4 @@ Use cases
.. seealso::
- :doc:`automate_actions`
- :doc:`/applications/general/tags/take_tags`
- :doc:`/applications/general/tags`

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@ -68,5 +68,5 @@ Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Ser
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
.. seealso::
* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>`
* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase>`

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@ -80,7 +80,7 @@ Drag and drop tasks to change their stage and define colors to help you identify
:alt: Choose a color to identify your task in Odoo Project
.. seealso::
- :doc:`/applications/general/tags/take_tags`
- :doc:`/applications/general/tags`

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@ -195,6 +195,9 @@ discuss/overview.rst applications/productivity/discuss/overview/get_started.rst
crm/optimize/onsip.rst applications/general/voip/onsip.rst # crm/optimize/* --> general/voip/*
crm/optimize/setup.rst applications/general/voip/asterisk.rst # crm/optimize/setup --> general/voip/asterisk
general/odoo_basics/add_user.rst applications/general/odoo_basics/users.rst # add_user --> users
general/odoo_basics/add_user.rst applications/general/odoo_basics/users.rst # add_user -> users
applications/general/in_app_purchase/in_app_purchase.rst applications/general/in_app_purchase.rst # in_app_purchase/in_app_purchase -> in_app_purchase
applications/general/tags/take_tags.rst applications/general/tags.rst # tags/take_tags -> tags
applications/general/multi_companies/manage_multi_companies.rst applications/general/multi_companies.rst # multi_companies/manage_multi_companies -> multi_companies
applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*