[MERGE] Forward-port of 11.0 up to 00d5bd76d7
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870696b048
@ -5,9 +5,10 @@ How to create a customized reports with your own formulas?
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Overview
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Overview
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========
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========
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Odoo 9 comes with a powerful and easy-to-use reporting framework.
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Odoo 12 comes with a powerful and easy-to-use reporting framework.
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Creating new reports (such as a tax report or a balance sheet for a
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Creating new reports (such as a tax report or a balance sheet or
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specific country) to suit your needs is now easier than ever.
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income statement with specific groupings and layout ) to suit your
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needs is now easier than ever.
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Activate the developer mode
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Activate the developer mode
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===========================
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===========================
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@ -33,21 +34,21 @@ First, you need to create your financial report. To do that, go to
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.. image:: media/customize02.png
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.. image:: media/customize02.png
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:align: center
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:align: center
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Once the name is filled, there are two other parameters that need to be
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Once the name is entered, there are two other parameters that need to be
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configured:
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configured:
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- **Show Credit and Debit Columns**
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- **Show Credit and Debit Columns**
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- **Analysis Period** :
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- **Analysis Period** :
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- Based on date ranges (eg Profit and Loss)
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- Based on date ranges (e.g. Profit and Loss)
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- Based on a single date (eg Balance Sheet)
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- Based on a single date (e.g. Balance Sheet)
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- Based on date ranges with 'older' and 'total' columns and last 3
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- Based on date ranges with 'older' and 'total' columns and last 3
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months (eg. Aged Partner Balances)
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months (e.g. Aged Partner Balances)
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- Bases on date ranges and cash basis method (eg Cash Flow
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- Bases on date ranges and cash basis method (e.g. Cash Flow
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Statement)
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Statement)
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Add lines in your custom reports
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Add lines in your custom reports
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@ -95,4 +96,4 @@ Other useful fields :
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(always displayed) or ``never`` (never shown).
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(always displayed) or ``never`` (never shown).
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.. seealso::
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.. seealso::
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* :doc:`main_reports`
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* :doc:`main_reports`
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@ -97,6 +97,9 @@ Click *More Options* and set the two default encoding formats as
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Your Paypal account is ready!
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Your Paypal account is ready!
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.. tip:: For Encrypted Website Payments & EWP_SETTINGS error,
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please check the `paypal documentation. <https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/encryptedwebpayments/#encrypted-website-payments-ewp>`__
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Settings in Odoo
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Settings in Odoo
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================
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================
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@ -26,13 +26,13 @@ scanner** and the **mobile computer scanner**.
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is a good choice if you want to be mobile but don't need a big
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is a good choice if you want to be mobile but don't need a big
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investment. An approach is to log in Odoo on you smartphone, pair
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investment. An approach is to log in Odoo on you smartphone, pair
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the bluetooth scanner with the smartphone and work in the
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the bluetooth scanner with the smartphone and work in the
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warehouse with always the possibility to check your smartphone
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warehouse with the possibility to check your smartphone
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from time to time and use the software 'manually'.
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from time to time and use the software 'manually'.
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- For heavy use, the **mobile computer scanner** is the handiest solution.
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- For heavy use, the **mobile computer scanner** is the handiest solution.
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It consists in a small computer with a built-in barcode scanner.
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It consists of a small computer with a built-in barcode scanner.
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This one can turn out to be a very productive solution, however
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This one can turn out to be a very productive solution, however
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you need to make sure that is is capable of running Odoo smoothy.
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you need to make sure that is is capable of running Odoo smoothly.
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The most recent models using Android + Google Chrome or Windows +
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The most recent models using Android + Google Chrome or Windows +
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Internet Explorer Mobile should do the job. However, due to the
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Internet Explorer Mobile should do the job. However, due to the
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variety of models and configurations on the market, it is
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variety of models and configurations on the market, it is
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@ -81,7 +81,7 @@ numbers of security days from the calculation and thus to compute a
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scheduled date earlier than the one you promised to your client. In that
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scheduled date earlier than the one you promised to your client. In that
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way you are sure to be able to keep your commitment.
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way you are sure to be able to keep your commitment.
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To set ut your security dates, go to :menuselection:`Settings --> General settings` and
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To set up your security dates, go to :menuselection:`Settings --> General settings` and
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click on **Configure your company data**.
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click on **Configure your company data**.
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.. image:: media/scheduled_dates04.png
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.. image:: media/scheduled_dates04.png
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@ -66,7 +66,7 @@ numbers.
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:align: center
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:align: center
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If you move products that already have serial numbers assigned, those
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If you move products that already have serial numbers assigned, those
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will appear in the list. Just click on the **+** icon to to confirm that you
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will appear in the list. Just click on the **+** icon to confirm that you
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are moving those serial numbers.
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are moving those serial numbers.
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.. image:: media/serial_numbers05.png
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.. image:: media/serial_numbers05.png
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@ -126,4 +126,4 @@ You can have more details by clicking on the **Traceability** button :
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.. seealso::
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.. seealso::
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* :doc:`differences`
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* :doc:`differences`
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* :doc:`lots`
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* :doc:`lots`
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@ -43,14 +43,14 @@ In the Procurement rules section, click on Add an item.
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:align: center
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:align: center
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Here you can set the conditions of your rule. There are 3 types of
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Here you can set the conditions of your rule. There are 3 types of
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action possibles :
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action possible :
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- Move from another location rules
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- Move from another location rules
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- Manufacturing rules that will trigger the creation of manufacturing
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- Manufacturing rules that will trigger the creation of manufacturing
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orders.
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orders
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- Buy rules that will trigger the creation of purchase orders.
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- Buy rules that will trigger the creation of purchase orders
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.. note::
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.. note::
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The Manufacturing application has to be installed in order to
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The Manufacturing application has to be installed in order to
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@ -74,4 +74,4 @@ action possibles :
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.. seealso::
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.. seealso::
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* :doc:`push_rule`
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* :doc:`push_rule`
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* :doc:`inter_warehouse`
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* :doc:`inter_warehouse`
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* :doc:`cross_dock`
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* :doc:`cross_dock`
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@ -13,7 +13,7 @@ meet the forecast demand and sell, or push, the goods to the consumer.
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Disadvantages of the push inventory control system are that forecasts
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Disadvantages of the push inventory control system are that forecasts
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are often inaccurate as sales can be unpredictable and vary from one
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are often inaccurate as sales can be unpredictable and vary from one
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year to the next. Another problem with push inventory control systems is
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year to the next. Another problem with push inventory control systems is
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that if too much product is left in inventory. This increases the
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that if too much product is left in inventory, this increases the
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company's costs for storing these goods. An advantage to the push system
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company's costs for storing these goods. An advantage to the push system
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is that the company is fairly assured it will have enough product on
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is that the company is fairly assured it will have enough product on
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hand to complete customer orders, preventing the inability to meet
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hand to complete customer orders, preventing the inability to meet
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@ -82,4 +82,4 @@ be moved to the main stock.
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.. seealso::
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.. seealso::
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* :doc:`procurement_rule`
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* :doc:`procurement_rule`
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* :doc:`inter_warehouse`
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* :doc:`inter_warehouse`
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* :doc:`cross_dock`
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* :doc:`cross_dock`
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@ -124,7 +124,7 @@ These dates can be set from :menuselection:`Inventory Control --> Serial Numbers
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- **Removal Date:** This is the date on which the goods with this
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- **Removal Date:** This is the date on which the goods with this
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serial/lot number should be removed from the stock. Using the FEFO
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serial/lot number should be removed from the stock. Using the FEFO
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removal strategym goods are picked for delivery orders using this date.
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removal strategy goods are picked for delivery orders using this date.
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- **Alert Date:** This is the date on which an alert should be sent
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- **Alert Date:** This is the date on which an alert should be sent
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about the goods with this serial/lot number.
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about the goods with this serial/lot number.
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@ -7,7 +7,7 @@ Overview
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In some cases, handling products in different unit of measures is
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In some cases, handling products in different unit of measures is
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necessary. For example, if you buy products in a country where the
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necessary. For example, if you buy products in a country where the
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metric system is of application and sell the in a country where the
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metric system is of application and sell them in a country where the
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imperial system is used, you will need to convert the units.
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imperial system is used, you will need to convert the units.
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You can set up Odoo to work with different units of measure for one
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You can set up Odoo to work with different units of measure for one
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@ -26,7 +26,7 @@ different units of measure (advanced)**, then click on **Apply**.
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Setting up units on your products
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Setting up units on your products
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=================================
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=================================
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In :menuselection:`Inventory Control --> Products`, open the product which you would like to
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In :menuselection:`Master Data --> Products`, open the product which you would like to
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change the purchase/sale unit of measure, and click on **Edit**.
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change the purchase/sale unit of measure, and click on **Edit**.
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In the **Unit of Measure** section, select the unit in which the product
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In the **Unit of Measure** section, select the unit in which the product
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@ -126,4 +126,4 @@ converted automatically :
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- When should you use packages, units of measure or kits?
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- When should you use packages, units of measure or kits?
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.. |edit| image:: ./media/uom07.png
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.. |edit| image:: ./media/uom07.png
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@ -61,8 +61,8 @@ On your sale order, choose the carrier that will be used. Click on
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The price is computed when you **save** the sale order. Confirm the sale
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The price is computed when you **save** the sale order. Confirm the sale
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order and proceed to deliver the product.
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order and proceed to deliver the product.
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The real shipping cost are computed when the delivery order is
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The real shipping cost is computed when the delivery order is
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validated.
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validated, you can see the real cost in the chatter of the delivery order.
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.. image:: media/invoicing02.png
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.. image:: media/invoicing02.png
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:align: center
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:align: center
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@ -55,7 +55,7 @@ The demo data is not loaded, as it is not meant to be used in a production datab
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The unit tests are not performed, as it would increase the unavailabity time of the production database during the updates.
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The unit tests are not performed, as it would increase the unavailabity time of the production database during the updates.
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Partners using trial projects should be aware their production branch, along with all the staging branches,
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Partners using trial projects should be aware their production branch, along with all the staging branches,
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will automatically be set back to the development stage after 15 days.
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will automatically be set back to the development stage after 30 days.
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Staging
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Staging
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-------
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-------
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@ -155,12 +155,9 @@ Most domain managers have the feature to configure this redirection. This is com
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HTTPS/SSL
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HTTPS/SSL
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---------
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---------
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You can use a third-party CDN such as *Cloudflare.com* to enable the *HTTPS* support for your custom domain:
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If the redirection is correctly set up, the platform will automatically generate an SSL certificate with `Let's Encrypt <https://letsencrypt.org/about/>`_ within the hour and your domain will be accessible through HTTPS.
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* `Create a Cloudflare account <https://support.cloudflare.com/hc/en-us/articles/201720164-Step-2-Create-a-Cloudflare-account-and-add-a-website>`_
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While it is currently not possible to configure your own SSL certificates on the Odoo.sh platform we are considering the feature.
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* `Change your domain name servers to Cloudflare <https://support.cloudflare.com/hc/en-us/articles/205195708-Step-3-Change-your-domain-name-servers-to-Cloudflare>`_
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* `Choose an SSL mode <https://support.cloudflare.com/hc/en-us/articles/201897700-Step-4-Recommended-First-Steps-for-all-Cloudflare-users#sslmode>`_
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* `Redirect your visitors to HTTPS <https://support.cloudflare.com/hc/en-us/articles/200170536-How-do-I-redirect-all-visitors-to-HTTPS-SSL->`_
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SPF and DKIM compliance
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SPF and DKIM compliance
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-----------------------
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-----------------------
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