[IMP] essentials: iap rewrite

closes odoo/documentation#8936

X-original-commit: cd49934d95
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

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 <iap/buying_credits>` 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),
-<https://iap.odoo.com/iap/all-in-app-services>`_.
+visit the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
 
 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
+   First, navigate to the :menuselection:`Contacts application`, and click on a contact with a
-      phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
+   mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
-      contact form.
+   contact form.
-   #. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱
+
-      (phone) SMS` icon appears to the right.
+   Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or
-   #. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up
+   :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text
-      window appears.
+   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
+   Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the
-      SMS, to the contact, and logs what was sent in the *chatter* of the contact's form.
+   :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 </applications/sales/crm/acquire_leads/lead_mining>`
+   - :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
    - :doc:`Enrich your contacts base with Partner Autocomplete
-     </applications/sales/crm/optimize/partner_autocomplete>`
+     <../sales/crm/optimize/partner_autocomplete>`
-   - :doc:`SMS essentials </applications/marketing/sms_marketing/essentials/sms_essentials>`
+   - :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
-   </applications/marketing/sms_marketing/pricing/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`.
+First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...`
-#. Type `IAP` in the search bar.
+bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the
-#. Click :guilabel:`View My Services`.
+:guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My
+Services`.
 
-   .. image:: in_app_purchase/view-services.png
+.. image:: in_app_purchase/view-services.png
-      :align: center
+   :align: center
-      :alt: The Settings app showing the Odoo IAP heading and View My Services button.
+   :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
+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,
+database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
-   where additional credits can be purchased.
+additional credits can be purchased.
-#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.
 
-   .. image:: in_app_purchase/account-info.png
+On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. Doing so loads
-      :align: center
+a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on
-      :alt: The Account Information page for an IAP service showing the Buy Credit button.
+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
+.. image:: in_app_purchase/buy-pack.png
-   :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment
+   :align: center
-   details, and confirm the order.
+   :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
 
-   .. image:: in_app_purchase/buy-pack.png
+Once the transaction is complete, the credits are available for use in the database.
-      :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.
 
 .. _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`.
+Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar.
-#. Type `IAP` in the search bar.
+Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My
-#. Click :guilabel:`View My Services`.
+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`.
 
-   .. image:: in_app_purchase/low-credits.png
+The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here,
-      :align: center
+click on the desired |IAP| account to view that service's :guilabel:`Account Information` page.
-      :alt: Odoo will send an email alert when credits for this service fall below the threshold.
 
-#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum
+On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` checkbox. Doing so reveals
-   threshold for this service.
+two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
-#. In the :guilabel:`Warning Email` field, enter the email address that should receive the
+
-   notification.
+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`.