diff --git a/content/applications/essentials/in_app_purchase.rst b/content/applications/essentials/in_app_purchase.rst index 4940852e6..d89dc836c 100644 --- a/content/applications/essentials/in_app_purchase.rst +++ b/content/applications/essentials/in_app_purchase.rst @@ -1,6 +1,6 @@ -===================== -In-app purchase (IAP) -===================== +====================== +In-app purchases (IAP) +====================== .. |IAP| replace:: :abbr:`IAP (In-app purchases)` @@ -22,7 +22,9 @@ the service in the app to activate it. However, each service requires its own pr when they run out, users **must** :ref:`buy more ` in order to keep using it. .. note:: - Users with an Enterprise version of Odoo Online get free credits to test IAP features. + Enterprise Odoo users with a valid subscription get free credits to test IAP features before + deciding to purchase more credits for the database. This includes demo/training databases, + educational databases, and one-app-free databases. .. _in_app_purchase/portal: @@ -31,7 +33,7 @@ IAP services |IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses. -The following |IAP| services are provided by Odoo: +The following |IAP| services are offered by Odoo: - :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes with OCR and AI. @@ -40,9 +42,12 @@ The following |IAP| services are provided by Odoo: - :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors into quality leads and opportunities. - :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide. +- :guilabel:`Signer identification with itsme®️`: ask document signatories in Odoo *Sign* to provide + their identity using the *itsme®* identity platform, which is available in Belgium and the + Netherlands. -For more information on every service currently available, visit the `Odoo IAP Catalog -`_. +For more information on every service currently available (offered from developers other than Odoo), +visit the `Odoo IAP Catalog `_. Use IAP services ---------------- @@ -53,7 +58,7 @@ settings. To use a service, simply interact with it wherever it appears in the d .. example:: The following flow focuses on the *SMS* |IAP| service being used from a contact's record. - This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the database. + This can be done by clicking the :guilabel:`📱 SMS` icon within the database. .. image:: in_app_purchase/sms-icon.png :align: center @@ -61,16 +66,17 @@ settings. To use a service, simply interact with it wherever it appears in the d One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps: - #. Navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile - phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the - contact form. - #. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱 - (phone) SMS` icon appears to the right. - #. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up - window appears. - #. Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS Text Message` - pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via - SMS, to the contact, and logs what was sent in the *chatter* of the contact's form. + First, navigate to the :menuselection:`Contacts application`, and click on a contact with a + mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the + contact form. + + Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or + :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text + Message` pop-up window appears. + + Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the + :guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what + was sent in the *chatter* of the contact's form. Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically deducted from the existing credits. If there are not enough credits to send the message, Odoo @@ -80,10 +86,10 @@ settings. To use a service, simply interact with it wherever it appears in the d For more information on how to use various |IAP| services, and for more in-depth instructions related to SMS functionality in Odoo, review the documentation below: - - :doc:`Lead mining ` + - :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>` - :doc:`Enrich your contacts base with Partner Autocomplete - ` - - :doc:`SMS essentials ` + <../sales/crm/optimize/partner_autocomplete>` + - :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>` .. _in_app_purchase/credits: @@ -113,7 +119,7 @@ Credits are purchased in *Packs* from the `Odoo IAP Catalog The number of credits consumed depends on the length of the SMS and the country of destination. For more information, refer to the :doc:`SMS Pricing and FAQ - ` documentation. + <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation. .. _iap/buying_credits: @@ -124,9 +130,10 @@ If there are not enough credits to perform a task, the database automatically pr of more credits. Users can check the current balance of credits for each service, and manually purchase more credits, -by navigating to the :menuselection:`Settings app --> Search IAP --> View My Services`. +by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the +:guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`. -Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the +Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased. @@ -135,32 +142,29 @@ Manually buy credits To manually buy credits in Odoo, follow these steps: -#. Go to the :menuselection:`Settings application`. -#. Type `IAP` in the search bar. -#. Click :guilabel:`View My Services`. +First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...` +bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the +:guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My +Services`. - .. image:: in_app_purchase/view-services.png - :align: center - :alt: The Settings app showing the Odoo IAP heading and View My Services button. +.. image:: in_app_purchase/view-services.png + :align: center + :alt: The Settings app showing the Odoo IAP heading and View My Services button. -#. Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the - database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, - where additional credits can be purchased. -#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. +Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the +database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where +additional credits can be purchased. - .. image:: in_app_purchase/account-info.png - :align: center - :alt: The Account Information page for an IAP service showing the Buy Credit button. +On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. Doing so loads +a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on +the desired pack of credits. Then, follow the prompts to enter payment details, and confirm the +order. -#. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click - :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment - details, and confirm the order. +.. image:: in_app_purchase/buy-pack.png + :align: center + :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase. - .. image:: in_app_purchase/buy-pack.png - :align: center - :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase. - -#. Once the transaction is complete, the credits are available for use in the database. +Once the transaction is complete, the credits are available for use in the database. .. _in_app_purchase/low-credits: @@ -170,23 +174,19 @@ Low-credit notification It is possible to be notified when credits are low, in order to avoid running out of credits, while using an |IAP| service. To do that, follow this process: -#. Go to the :menuselection:`Settings application`. -#. Type `IAP` in the search bar. -#. Click :guilabel:`View My Services`. -#. The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From - here, click on the desired |IAP| account to view that service's :guilabel:`Account Information` - page. -#. On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` box. Doing so reveals - two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`. +Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar. +Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My +Services`. - .. image:: in_app_purchase/low-credits.png - :align: center - :alt: Odoo will send an email alert when credits for this service fall below the threshold. +The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here, +click on the desired |IAP| account to view that service's :guilabel:`Account Information` page. -#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum - threshold for this service. -#. In the :guilabel:`Warning Email` field, enter the email address that should receive the - notification. +On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` checkbox. Doing so reveals +two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`. + +In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the +minimum threshold for this service. In the :guilabel:`Warning Email` field, enter the email address +that receives the notification. Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls below the amount listed as the :guilabel:`Threshold`. diff --git a/content/applications/essentials/in_app_purchase/account-info.png b/content/applications/essentials/in_app_purchase/account-info.png index 6325f15cd..273bbe639 100644 Binary files a/content/applications/essentials/in_app_purchase/account-info.png and b/content/applications/essentials/in_app_purchase/account-info.png differ diff --git a/content/applications/essentials/in_app_purchase/buy-pack.png b/content/applications/essentials/in_app_purchase/buy-pack.png index 003f918e5..36f789f35 100644 Binary files a/content/applications/essentials/in_app_purchase/buy-pack.png and b/content/applications/essentials/in_app_purchase/buy-pack.png differ diff --git a/content/applications/essentials/in_app_purchase/iap.png b/content/applications/essentials/in_app_purchase/iap.png index 80f686b33..1a0749dc5 100644 Binary files a/content/applications/essentials/in_app_purchase/iap.png and b/content/applications/essentials/in_app_purchase/iap.png differ diff --git a/content/applications/essentials/in_app_purchase/low-credits.png b/content/applications/essentials/in_app_purchase/low-credits.png index 325dc9c00..5b44e618e 100644 Binary files a/content/applications/essentials/in_app_purchase/low-credits.png and b/content/applications/essentials/in_app_purchase/low-credits.png differ diff --git a/content/applications/essentials/in_app_purchase/packs.png b/content/applications/essentials/in_app_purchase/packs.png index 2c090975f..55672e636 100644 Binary files a/content/applications/essentials/in_app_purchase/packs.png and b/content/applications/essentials/in_app_purchase/packs.png differ diff --git a/content/applications/essentials/in_app_purchase/sms-icon.png b/content/applications/essentials/in_app_purchase/sms-icon.png index 234371381..a9a7a3a7a 100644 Binary files a/content/applications/essentials/in_app_purchase/sms-icon.png and b/content/applications/essentials/in_app_purchase/sms-icon.png differ diff --git a/content/applications/essentials/in_app_purchase/view-services.png b/content/applications/essentials/in_app_purchase/view-services.png index 066007c2f..b245e372e 100644 Binary files a/content/applications/essentials/in_app_purchase/view-services.png and b/content/applications/essentials/in_app_purchase/view-services.png differ