[MERGE] Forward-port of branch 12.0 to 13.0
This commit is contained in:
commit
87ab494b42
@ -44,5 +44,5 @@ For Exim
|
|||||||
- `Exim <https://www.exim.org/docs.html>`_
|
- `Exim <https://www.exim.org/docs.html>`_
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
If you don't have access/manage your email server, use `inbound messages
|
If you don't have access/manage your email server, use :ref:`inbound messages
|
||||||
<https://www.odoo.com/documentation/user/13.0/discuss/advanced/email_servers.html#how-to-manage-outbound-messages>`_.
|
<discuss/email_servers/inbound_messages>`.
|
||||||
|
@ -167,7 +167,7 @@ In the above commands, the argument:
|
|||||||
* ``--stop-after-init`` will immediately shutdown the server instance after it completed the operations you asked.
|
* ``--stop-after-init`` will immediately shutdown the server instance after it completed the operations you asked.
|
||||||
|
|
||||||
More options are available and detailed in the
|
More options are available and detailed in the
|
||||||
`CLI documentation <https://www.odoo.com/documentation/13.0/reference/cmdline.html>`_.
|
:doc:`CLI documentation </developer/reference/cmdline>`.
|
||||||
|
|
||||||
You can find in the logs (*~/logs/odoo.log*) the addons path used by Odoo.sh to run your server.
|
You can find in the logs (*~/logs/odoo.log*) the addons path used by Odoo.sh to run your server.
|
||||||
Look for "*odoo: addons paths*":
|
Look for "*odoo: addons paths*":
|
||||||
|
@ -42,7 +42,7 @@ instance will be held temporarily unavailable for maintenance reason.
|
|||||||
|
|
||||||
This method is equivalent to perform an upgrade of the module through the Apps menu,
|
This method is equivalent to perform an upgrade of the module through the Apps menu,
|
||||||
or through the :code:`-u` switch of
|
or through the :code:`-u` switch of
|
||||||
`the command line <https://www.odoo.com/documentation/13.0/reference/cmdline.html>`_.
|
:doc:`the command line </developer/reference/cmdline>`.
|
||||||
|
|
||||||
In the case the changes in the commit prevent the server to restart,
|
In the case the changes in the commit prevent the server to restart,
|
||||||
or if the modules update fails,
|
or if the modules update fails,
|
||||||
@ -257,16 +257,16 @@ This server only keeps one month of backups: 7 daily and 4 weekly backups.
|
|||||||
Dedicated backup servers keep the same backups, as well as 3 additional monthly backups.
|
Dedicated backup servers keep the same backups, as well as 3 additional monthly backups.
|
||||||
To restore or download one of these monthly backups, please `contact us <https://www.odoo.com/help>`_.
|
To restore or download one of these monthly backups, please `contact us <https://www.odoo.com/help>`_.
|
||||||
|
|
||||||
If you merge a commit updating the version of one or several modules (in :file:`__manifest__.py`), or their linked python
|
If you merge a commit updating the version of one or several modules (in :file:`__manifest__.py`), or their linked python
|
||||||
dependencies (in :file:`requirements.txt`), then Odoo.sh performs a backup automatically (flagged with type Update in the list),
|
dependencies (in :file:`requirements.txt`), then Odoo.sh performs a backup automatically (flagged with type Update in the list),
|
||||||
as either the container will be changed by the installation of new pip packages, either the database itself will be
|
as either the container will be changed by the installation of new pip packages, either the database itself will be
|
||||||
changed with the module update triggered afterwards. In these two cases, we are doing a backup as it may potentially
|
changed with the module update triggered afterwards. In these two cases, we are doing a backup as it may potentially
|
||||||
break things.
|
break things.
|
||||||
|
|
||||||
If you merge a commit that only changes some code without the above-mentioned modifications, then no backup is done
|
If you merge a commit that only changes some code without the above-mentioned modifications, then no backup is done
|
||||||
by Odoo.sh, as neither the container nor the database is modified so the platform considers this safe enough. Of course,
|
by Odoo.sh, as neither the container nor the database is modified so the platform considers this safe enough. Of course,
|
||||||
as an extra precaution, you can make a backup manually before making big changes in your production sources in case
|
as an extra precaution, you can make a backup manually before making big changes in your production sources in case
|
||||||
something goes wrong (those manual backups are available for about one week). To avoid abuse, we limit manual backups
|
something goes wrong (those manual backups are available for about one week). To avoid abuse, we limit manual backups
|
||||||
to 5 per day.
|
to 5 per day.
|
||||||
|
|
||||||
The *import database* feature accepts database archives in the format provided by:
|
The *import database* feature accepts database archives in the format provided by:
|
||||||
@ -318,15 +318,15 @@ Staging builds duplicate the production build and the production build only inst
|
|||||||
**Test suite**
|
**Test suite**
|
||||||
|
|
||||||
For development branches, you can choose to enable or disable the test suite. It's enabled by default.
|
For development branches, you can choose to enable or disable the test suite. It's enabled by default.
|
||||||
When the test suite is enabled, you can restrict them by specifying test tags `test tags
|
When the test suite is enabled, you can restrict them by specifying test tags :ref:`test tags
|
||||||
<https://www.odoo.com/documentation/12.0/reference/testing.html#test-selection>`_.
|
<developer/reference/testing/selection>`.
|
||||||
|
|
||||||
**Odoo Version**
|
**Odoo Version**
|
||||||
|
|
||||||
For development branches only, you can change the version of Odoo, should you want to test upgraded code or develop
|
For development branches only, you can change the version of Odoo, should you want to test upgraded code or develop
|
||||||
features while your production database is in the process of being upgraded to a newer version.
|
features while your production database is in the process of being upgraded to a newer version.
|
||||||
|
|
||||||
In addition, for each version you have two options regarding the code update.
|
In addition, for each version you have two options regarding the code update.
|
||||||
|
|
||||||
* You can choose to benefit from the latest bug, security and performance fixes automatically. The
|
* You can choose to benefit from the latest bug, security and performance fixes automatically. The
|
||||||
sources of your Odoo server will be updated weekly. This is the 'Latest' option.
|
sources of your Odoo server will be updated weekly. This is the 'Latest' option.
|
||||||
|
@ -108,8 +108,7 @@ Access the URL :file:`/web/database/manager` of your on-premise database and dow
|
|||||||
.. Warning::
|
.. Warning::
|
||||||
|
|
||||||
If you cannot access the database manager, it may have been disabled by your system administrator.
|
If you cannot access the database manager, it may have been disabled by your system administrator.
|
||||||
See the `database manager security documentation
|
See the :ref:`database manager security documentation <db_manager_security>`.
|
||||||
<https://www.odoo.com/documentation/13.0/setup/deploy.html#database-manager-security>`_.
|
|
||||||
|
|
||||||
You will need the master password of your database server. If you do not have it, contact your system administrator.
|
You will need the master password of your database server. If you do not have it, contact your system administrator.
|
||||||
|
|
||||||
@ -152,7 +151,7 @@ Check your outgoing email servers
|
|||||||
There is a default mail server provided with Odoo.sh.
|
There is a default mail server provided with Odoo.sh.
|
||||||
To use it, there must be no enabled outgoing mail server configured in your database in
|
To use it, there must be no enabled outgoing mail server configured in your database in
|
||||||
:menuselection:`Settings --> Technical --> Outgoing Mail Servers`
|
:menuselection:`Settings --> Technical --> Outgoing Mail Servers`
|
||||||
(:doc:`Developer mode <../../../../applications/general/developer_mode/activate>` must be activated).
|
(:doc:`Developer mode </applications/general/developer_mode/activate>` must be activated).
|
||||||
|
|
||||||
After the import of your database,
|
After the import of your database,
|
||||||
all outgoing email servers are disabled so you use the Odoo.sh email server provided by default.
|
all outgoing email servers are disabled so you use the Odoo.sh email server provided by default.
|
||||||
|
@ -88,8 +88,7 @@ From the Odoo.sh editor, in a terminal:
|
|||||||
|
|
||||||
$ odoo-bin scaffold my_module ~/src/user/
|
$ odoo-bin scaffold my_module ~/src/user/
|
||||||
|
|
||||||
Or, from your computer, if you have an `installation of Odoo
|
Or, from your computer, if you have an :ref:`installation of Odoo <setup/install/source>`:
|
||||||
<https://www.odoo.com/documentation/13.0/setup/install.html#source-install>`_:
|
|
||||||
|
|
||||||
.. code-block:: bash
|
.. code-block:: bash
|
||||||
|
|
||||||
@ -150,7 +149,7 @@ Manually
|
|||||||
--------
|
--------
|
||||||
|
|
||||||
If you want to create your module structure manually,
|
If you want to create your module structure manually,
|
||||||
you can follow `Build an Odoo module <https://www.odoo.com/documentation/13.0/howtos/backend.html>`_ to understand
|
you can follow :doc:`Build an Odoo module </developer/howtos/backend>` to understand
|
||||||
the structure of a module and the content of each file.
|
the structure of a module and the content of each file.
|
||||||
|
|
||||||
Push the development branch
|
Push the development branch
|
||||||
@ -264,7 +263,7 @@ and on your production you would not like your module to be installed automatica
|
|||||||
|
|
||||||
Your module may not appear directly in your apps to install either, you need to update your apps list first:
|
Your module may not appear directly in your apps to install either, you need to update your apps list first:
|
||||||
|
|
||||||
* activate the :doc:`Developer mode <../../../applications/general/developer_mode/activate>`
|
* activate the :doc:`Developer mode </applications/general/developer_mode/activate>`
|
||||||
* in the apps menu, click the *Update Apps List* button,
|
* in the apps menu, click the *Update Apps List* button,
|
||||||
* in the dialog that appears, click the *Update* button.
|
* in the dialog that appears, click the *Update* button.
|
||||||
|
|
||||||
|
@ -122,7 +122,7 @@ database, please `submit a support ticket <https://www.odoo.com/help>`_.
|
|||||||
How can I update my bank credentials?
|
How can I update my bank credentials?
|
||||||
-------------------------------------
|
-------------------------------------
|
||||||
You can update your credentials in
|
You can update your credentials in
|
||||||
:doc:`Developer mode <../../../../../applications/general/developer_mode>`.
|
:doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
|
|
||||||
Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
|
Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
|
||||||
Institution you want to edit, and click on *Update Credentials*.
|
Institution you want to edit, and click on *Update Credentials*.
|
||||||
|
@ -82,7 +82,7 @@ Update your synchronization credentials
|
|||||||
|
|
||||||
You might have to update your Ponto credentials or modify the synchronization settings.
|
You might have to update your Ponto credentials or modify the synchronization settings.
|
||||||
|
|
||||||
To do so, activate the :doc:`Developer Mode <../../../../../applications/general/developer_mode>`, and go to
|
To do so, activate the :doc:`Developer Mode </applications/general/developer_mode>`, and go to
|
||||||
:menuselection:`Accounting --> Configuration --> Online Synchronization`.
|
:menuselection:`Accounting --> Configuration --> Online Synchronization`.
|
||||||
|
|
||||||
Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify
|
Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify
|
||||||
|
@ -275,7 +275,7 @@ Sequences
|
|||||||
~~~~~~~~~
|
~~~~~~~~~
|
||||||
In case that you want to synchronize the next number in the sequence in Odoo based on the next
|
In case that you want to synchronize the next number in the sequence in Odoo based on the next
|
||||||
number in the AFIP POS, the next button that is visible under :doc:`developer mode
|
number in the AFIP POS, the next button that is visible under :doc:`developer mode
|
||||||
<../../../../../applications/general/developer_mode>` can be used:
|
</applications/general/developer_mode>` can be used:
|
||||||
|
|
||||||
.. image:: media/argentina_edi_05.png
|
.. image:: media/argentina_edi_05.png
|
||||||
:align: center
|
:align: center
|
||||||
|
@ -142,7 +142,7 @@ Journals
|
|||||||
Once the DIAN has assigned the official sequence and prefix for the
|
Once the DIAN has assigned the official sequence and prefix for the
|
||||||
electronic invoice resolution, the Sales journals related to your
|
electronic invoice resolution, the Sales journals related to your
|
||||||
invoice documents need to be updated in Odoo. The sequence can be
|
invoice documents need to be updated in Odoo. The sequence can be
|
||||||
accessed using the :doc:`Developer mode <../../../../../applications/general/developer_mode>`: :menuselection:`Accounting -->
|
accessed using the :doc:`Developer mode </applications/general/developer_mode>`: :menuselection:`Accounting -->
|
||||||
Settings --> Configuration Setting --> Journals`.
|
Settings --> Configuration Setting --> Journals`.
|
||||||
|
|
||||||
.. image:: media/colombia09.png
|
.. image:: media/colombia09.png
|
||||||
|
@ -52,7 +52,7 @@ of conformity testifying that your software complies with the anti-fraud
|
|||||||
legislation. This certificate is granted by Odoo SA to Odoo Enterprise users
|
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
|
If you use Odoo Community, you should
|
||||||
`upgrade to Odoo Enterprise <https://www.odoo.com/documentation/13.0/setup/enterprise.html>`_
|
:doc:`upgrade to Odoo Enterprise </administration/enterprise>`
|
||||||
or contact your Odoo service provider.
|
or contact your Odoo service provider.
|
||||||
|
|
||||||
In case of non-conformity, your company risks a fine of €7,500.
|
In case of non-conformity, your company risks a fine of €7,500.
|
||||||
@ -74,7 +74,7 @@ To get the certification just follow the following steps:
|
|||||||
.. note::
|
.. note::
|
||||||
* To install the module in any system created before
|
* To install the module in any system created before
|
||||||
December 18th 2017, you should update the modules list.
|
December 18th 2017, you should update the modules list.
|
||||||
To do so, activate the :doc:`Developer mode <../../../../../applications/general/developer_mode>`.
|
To do so, activate the :doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
Then go to the *Apps* menu and press *Update Modules List* in the top-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
|
* In case you run Odoo on-premise, you need to update your installation
|
||||||
and restart your server beforehand.
|
and restart your server beforehand.
|
||||||
@ -156,7 +156,7 @@ Invoicing and Accounting apps.
|
|||||||
it will be counted in the very next closing.
|
it will be counted in the very next closing.
|
||||||
|
|
||||||
.. tip:: For test & audit purposes such closings can be manually generated in the
|
.. tip:: For test & audit purposes such closings can be manually generated in the
|
||||||
:doc:`Developer mode <../../../../../applications/general/developer_mode>`. Then go to
|
:doc:`Developer mode </applications/general/developer_mode>`. Then go to
|
||||||
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
|
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
|
||||||
|
|
||||||
|
|
||||||
|
@ -25,7 +25,7 @@ elettronica sono i seguenti:
|
|||||||
di posta elettronica certificata sono fornite dal tuo fornitore o dal
|
di posta elettronica certificata sono fornite dal tuo fornitore o dal
|
||||||
Ministero. Lo stesso server deve essere configurato come server che
|
Ministero. Lo stesso server deve essere configurato come server che
|
||||||
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
|
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
|
||||||
puo’ consultare la relativa :doc:`guida <../../../../productivity/discuss/advanced/email_servers>`.
|
puo’ consultare la relativa :doc:`guida </applications/productivity/discuss/advanced/email_servers>`.
|
||||||
|
|
||||||
- Indirizzo PEC dell’ Azienda, tale indirizzo deve essere lo stesso
|
- Indirizzo PEC dell’ Azienda, tale indirizzo deve essere lo stesso
|
||||||
registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
|
registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
|
||||||
|
@ -111,7 +111,7 @@ Enabling CFDI Version 3.3
|
|||||||
SaaS instance please ask for an upgrade by submitting a ticket to support in
|
SaaS instance please ask for an upgrade by submitting a ticket to support in
|
||||||
https://www.odoo.com/help.
|
https://www.odoo.com/help.
|
||||||
|
|
||||||
Enable the :doc:`Developer mode <../../../../../applications/general/developer_mode>`.
|
Enable the :doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
|
|
||||||
Go and look the following technical parameter, on
|
Go and look the following technical parameter, on
|
||||||
:menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
:menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||||
@ -630,7 +630,7 @@ Enabling Explicit errors on the CFDI using the XSD local validator (CFDI 3.3)
|
|||||||
Frequently you want receive explicit errors from the fields incorrectly set
|
Frequently you want receive explicit errors from the fields incorrectly set
|
||||||
on the xml, those errors are better informed to the user if the check is
|
on the xml, those errors are better informed to the user if the check is
|
||||||
enable, to enable the Check with xsd feature follow the next steps (with the
|
enable, to enable the Check with xsd feature follow the next steps (with the
|
||||||
:doc:`Developer mode <../../../../../applications/general/developer_mode>` enabled).
|
:doc:`Developer mode </applications/general/developer_mode>` enabled).
|
||||||
|
|
||||||
- Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions`
|
- Go to :menuselection:`Settings --> Technical --> Actions --> Server Actions`
|
||||||
- Look for the Action called "Download XSD files to CFDI"
|
- Look for the Action called "Download XSD files to CFDI"
|
||||||
|
@ -73,7 +73,7 @@ of measures.
|
|||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
For more information on how to create a sales order based on time and
|
For more information on how to create a sales order based on time and
|
||||||
material please see :doc:`../../../../sales/sales/invoicing/time_materials`.
|
material please see :doc:`/applications/sales/sales/invoicing/time_materials`.
|
||||||
|
|
||||||
We save a Sales Order with the service product **External Consulting**. An
|
We save a Sales Order with the service product **External Consulting**. An
|
||||||
analytical account will automatically be generated once the **Sales Order**
|
analytical account will automatically be generated once the **Sales Order**
|
||||||
|
@ -1,10 +1,9 @@
|
|||||||
===========
|
=========
|
||||||
Inventory
|
Inventory
|
||||||
===========
|
=========
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
inventory/avg_price_valuation
|
inventory/avg_price_valuation
|
||||||
../../../inventory_and_mrp/inventory/management/reporting/inventory_valuation_config
|
/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config
|
||||||
|
|
||||||
|
@ -12,7 +12,7 @@ amount is first credited on a debt account before a later payment reconciliation
|
|||||||
.. note::
|
.. note::
|
||||||
Expenses paid by employees can be managed with **Odoo Expenses**, an app dedicated to the
|
Expenses paid by employees can be managed with **Odoo Expenses**, an app dedicated to the
|
||||||
approval of such expenses and the payments management. Click :doc:`here
|
approval of such expenses and the payments management. Click :doc:`here
|
||||||
<../../../expense/expense>` for more information on how to use Odoo Expenses.
|
</applications/finance/expense/expense>` for more information on how to use Odoo Expenses.
|
||||||
|
|
||||||
Register a receipt
|
Register a receipt
|
||||||
==================
|
==================
|
||||||
@ -42,4 +42,4 @@ needs, and click on *Post*.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`manage`
|
- :doc:`manage`
|
||||||
- :doc:`../../../expense/expense`
|
- :doc:`/applications/finance/expense/expense`
|
||||||
|
@ -42,7 +42,7 @@ lines, invoice a fixed advance.
|
|||||||
This process is good for both services and physical products.
|
This process is good for both services and physical products.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../../sales/sales/invoicing/proforma`
|
- :doc:`/applications/sales/sales/invoicing/proforma`
|
||||||
|
|
||||||
Sales Order ‣ Delivery Order ‣ Invoice
|
Sales Order ‣ Delivery Order ‣ Invoice
|
||||||
--------------------------------------
|
--------------------------------------
|
||||||
@ -58,7 +58,7 @@ later), the customer will receive two invoices, one for each delivery
|
|||||||
order.
|
order.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../../sales/sales/invoicing/invoicing_policy`
|
- :doc:`/applications/sales/sales/invoicing/invoicing_policy`
|
||||||
|
|
||||||
eCommerce Order ‣ Invoice
|
eCommerce Order ‣ Invoice
|
||||||
-------------------------
|
-------------------------
|
||||||
@ -91,9 +91,9 @@ mostly based on time and material. For services companies that invoice
|
|||||||
on fix price, they use a regular sales order.
|
on fix price, they use a regular sales order.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../../sales/sales/invoicing/time_materials`
|
- :doc:`/applications/sales/sales/invoicing/time_materials`
|
||||||
- :doc:`../../../../sales/sales/invoicing/expense`
|
- :doc:`/applications/sales/sales/invoicing/expense`
|
||||||
- :doc:`../../../../sales/sales/invoicing/milestone`
|
- :doc:`/applications/sales/sales/invoicing/milestone`
|
||||||
|
|
||||||
Recurring Contracts ‣ Invoices
|
Recurring Contracts ‣ Invoices
|
||||||
------------------------------
|
------------------------------
|
||||||
@ -103,7 +103,7 @@ The frequency of the invoicing and the services/products invoiced are
|
|||||||
defined on the contract.
|
defined on the contract.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../../sales/sales/invoicing/subscriptions`
|
- :doc:`/applications/sales/sales/invoicing/subscriptions`
|
||||||
|
|
||||||
Others
|
Others
|
||||||
======
|
======
|
||||||
|
@ -17,7 +17,7 @@ Configuration
|
|||||||
Make sure your :ref:`Payment Acquirers are correctly configured <payment_acquirers/configuration>`.
|
Make sure your :ref:`Payment Acquirers are correctly configured <payment_acquirers/configuration>`.
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
By default, ":doc:`Wire Transfer <../../../../general/payment_acquirers/wire_transfer>`" is the only
|
By default, ":doc:`Wire Transfer </applications/general/payment_acquirers/wire_transfer>`" is the only
|
||||||
Payment Acquirer activated, but you still have to fill out the payment details.
|
Payment Acquirer activated, but you still have to fill out the payment details.
|
||||||
|
|
||||||
To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
|
To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
|
||||||
@ -42,4 +42,4 @@ They can choose which Payment Acquirer to use by clicking on *Pay Now*.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
- :doc:`../../../../general/payment_acquirers/payment_acquirers`
|
- :doc:`/applications/general/payment_acquirers/payment_acquirers`
|
||||||
|
@ -14,7 +14,7 @@ Activate the developer mode
|
|||||||
===========================
|
===========================
|
||||||
|
|
||||||
In order to have access to the financial report creation interface, the
|
In order to have access to the financial report creation interface, the
|
||||||
:doc:`Developer mode <../../../../../applications/general/developer_mode>` needs to be activated.
|
:doc:`Developer mode </applications/general/developer_mode>` needs to be activated.
|
||||||
|
|
||||||
Create your financial report
|
Create your financial report
|
||||||
============================
|
============================
|
||||||
|
@ -24,7 +24,7 @@ IAP accounts
|
|||||||
|
|
||||||
Credits to use IAP services are stored on IAP accounts, which are specific to each service and
|
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
|
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
|
ones. Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
|
||||||
:menuselection:`Technical Settings --> IAP Account`.
|
:menuselection:`Technical Settings --> IAP Account`.
|
||||||
|
|
||||||
.. image:: media/image2.png
|
.. image:: media/image2.png
|
||||||
@ -67,5 +67,5 @@ Offering my own services
|
|||||||
|
|
||||||
I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity
|
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
|
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
|
initial purchase. Please, find more information at: :doc:`In-App Purchase
|
||||||
<https://www.odoo.com/documentation/13.0/webservices/iap.html>`_
|
</developer/webservices/iap>`.
|
||||||
|
@ -128,5 +128,5 @@ at an invoice/bills level or at a sales/purchase orders level.
|
|||||||
Remember to test all workflows as an user other than the administrator.
|
Remember to test all workflows as an user other than the administrator.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `Multi-company Guidelines <https://www.odoo.com/documentation/13.0/howtos/company.html>`_
|
- :doc:`Multi-company Guidelines </developer/howtos/company>`
|
||||||
- :doc:`../../finance/accounting/others/multicurrencies/how_it_works`
|
- :doc:`../../finance/accounting/others/multicurrencies/how_it_works`
|
||||||
|
@ -39,7 +39,7 @@ the user. The user must click on it to accept the invitation and create a login.
|
|||||||
`pricing page <https://www.odoo.com/pricing>`_
|
`pricing page <https://www.odoo.com/pricing>`_
|
||||||
for more information.
|
for more information.
|
||||||
|
|
||||||
With the :doc:`Developer mode <../../../../applications/general/developer_mode>` activated, *User Types* can
|
With the :doc:`Developer mode </applications/general/developer_mode>` activated, *User Types* can
|
||||||
be selected.
|
be selected.
|
||||||
|
|
||||||
.. image:: users/user-type.png
|
.. image:: users/user-type.png
|
||||||
@ -121,7 +121,7 @@ can reaccess your database using your new password.
|
|||||||
Access Rights in detail
|
Access Rights in detail
|
||||||
=======================
|
=======================
|
||||||
|
|
||||||
Activate the :doc:`Developer mode <../../../../applications/general/developer_mode>`, then go to
|
Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
|
||||||
:menuselection:`Settings --> Users & Companies --> Groups`.
|
:menuselection:`Settings --> Users & Companies --> Groups`.
|
||||||
|
|
||||||
Groups
|
Groups
|
||||||
@ -194,7 +194,7 @@ the user can have access.
|
|||||||
.. note::
|
.. note::
|
||||||
Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company
|
Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company
|
||||||
behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
|
behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
|
||||||
to `this <https://www.odoo.com/documentation/13.0/howtos/company.html>`_ documentation.
|
to :doc:`this </developer/howtos/company>` documentation.
|
||||||
|
|
||||||
.. image:: users/multi-companies.png
|
.. image:: users/multi-companies.png
|
||||||
:align: center
|
:align: center
|
||||||
|
@ -14,7 +14,7 @@ Create a Barcode Nomenclature
|
|||||||
|
|
||||||
Odoo supports Barcode Nomenclatures, which determine the mapping and
|
Odoo supports Barcode Nomenclatures, which determine the mapping and
|
||||||
interpretation of the encoded information. You can configure your barcode nomenclature being in
|
interpretation of the encoded information. You can configure your barcode nomenclature being in
|
||||||
:doc:`Developer mode <../../../../../applications/general/developer_mode>`.
|
:doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
To do so, go to :menuselection:`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
|
You can create a barcode nomenclature from there, and then add a line to
|
||||||
|
@ -66,4 +66,4 @@ Please read documentation on :doc:`three_steps`
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../delivery/inventory_flow`
|
- :doc:`../delivery/inventory_flow`
|
||||||
- :doc:`../../../purchase/purchases/rfq/analyze`
|
- :doc:`/applications/inventory_and_mrp/purchase/purchases/rfq/analyze`
|
||||||
|
@ -45,7 +45,7 @@ Configure and run the scheduler (for advanced users)
|
|||||||
----------------------------------------------------
|
----------------------------------------------------
|
||||||
|
|
||||||
To use this feature, you have to enable the
|
To use this feature, you have to enable the
|
||||||
:doc:`Developer mode <../../../../../applications/general/developer_mode>` mode.
|
:doc:`Developer mode </applications/general/developer_mode>` mode.
|
||||||
|
|
||||||
Then, go to :menuselection:`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
|
and modify the *Run MRP Scheduler Configuration*. There, you can set
|
||||||
|
@ -9,4 +9,4 @@ Valuation Methods
|
|||||||
reporting/inventory_valuation_config
|
reporting/inventory_valuation_config
|
||||||
reporting/using_inventory_valuation
|
reporting/using_inventory_valuation
|
||||||
reporting/integrating_landed_costs
|
reporting/integrating_landed_costs
|
||||||
../../../finance/accounting/others/inventory/avg_price_valuation
|
/applications/finance/accounting/others/inventory/avg_price_valuation
|
||||||
|
@ -184,7 +184,7 @@ accounting modes.
|
|||||||
|
|
||||||
Usually, based on your country, the correct accounting mode will be
|
Usually, based on your country, the correct accounting mode will be
|
||||||
chosen by default. If you want to verify your accounting mode, activate
|
chosen by default. If you want to verify your accounting mode, activate
|
||||||
the :doc:`Developer mode <../../../../../applications/general/developer_mode>` and open your accounting
|
the :doc:`Developer mode </applications/general/developer_mode>` and open your accounting
|
||||||
settings.
|
settings.
|
||||||
|
|
||||||
Manual Inventory Valuation
|
Manual Inventory Valuation
|
||||||
|
@ -54,4 +54,4 @@ shipped.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
* :doc:`../../../purchase/replenishment/flows/setup_stock_rule`
|
* :doc:`/applications/inventory_and_mrp/purchase/replenishment/flows/setup_stock_rule`
|
||||||
|
@ -30,7 +30,7 @@ quantity it will replenish your stock to your **maximum quantity**.
|
|||||||
*Inventory* module runs. By default in Odoo, the schedulers will run
|
*Inventory* module runs. By default in Odoo, the schedulers will run
|
||||||
every night at 12:00PM.
|
every night at 12:00PM.
|
||||||
|
|
||||||
See also: :doc:`../../../inventory/management/planning/schedulers`
|
See also: :doc:`/applications/inventory_and_mrp/inventory/management/planning/schedulers`
|
||||||
|
|
||||||
From now on, every time a product with a reordering rule reaches the
|
From now on, every time a product with a reordering rule reaches the
|
||||||
minimum stock, the system will automatically see how to fulfill that
|
minimum stock, the system will automatically see how to fulfill that
|
||||||
|
@ -96,7 +96,7 @@ a transfer or when manufacturing it.
|
|||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
This process can be simplified by using a connected :doc:`camera
|
This process can be simplified by using a connected :doc:`camera
|
||||||
<../../../productivity/iot/devices/measurement_tool>`.
|
</applications/productivity/iot/devices/measurement_tool>`.
|
||||||
|
|
||||||
Pass-Fail
|
Pass-Fail
|
||||||
---------
|
---------
|
||||||
@ -153,7 +153,7 @@ gives instructions to the worker.
|
|||||||
:alt:
|
:alt:
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
This process can be simplified by using connected :doc:`measurement tools <../../../productivity/iot/devices/camera>`.
|
This process can be simplified by using connected :doc:`measurement tools </applications/productivity/iot/devices/camera>`.
|
||||||
|
|
||||||
Register Consumed Materials
|
Register Consumed Materials
|
||||||
---------------------------
|
---------------------------
|
||||||
@ -204,4 +204,4 @@ to the product during the manufacturing process.
|
|||||||
:alt:
|
:alt:
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
This process can be simplified by using a connected :doc:`printer <../../../productivity/iot/devices/printer>`.
|
This process can be simplified by using a connected :doc:`printer </applications/productivity/iot/devices/printer>`.
|
||||||
|
@ -82,6 +82,6 @@ Manage campaigns
|
|||||||
menu within those applications. All of this is possible because the applications work integrated.
|
menu within those applications. All of this is possible because the applications work integrated.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../productivity/discuss/advanced/email_servers`
|
- :doc:`/applications/productivity/discuss/advanced/email_servers`
|
||||||
- :doc:`../../social_marketing/overview/campaigns`
|
- :doc:`../../social_marketing/overview/campaigns`
|
||||||
|
|
||||||
|
@ -64,7 +64,7 @@ Speakers*.
|
|||||||
.. note::
|
.. note::
|
||||||
Credits are required to be able to send SMSs. For more information about Pricing :doc:`click here
|
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
|
<../../sms_marketing/pricing/pricing_and_faq>`, and, about IAP Services :doc:`here
|
||||||
<../../../general/in_app_purchase/in_app_purchase>`.
|
</applications/general/in_app_purchase/in_app_purchase>`.
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
@ -50,4 +50,4 @@ among the payment methods you chose to have available.
|
|||||||
:alt: View of website transaction for Odoo Events
|
:alt: View of website transaction for Odoo Events
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../general/payment_acquirers/payment_acquirers`
|
- :doc:`/applications/general/payment_acquirers/payment_acquirers`
|
||||||
|
@ -64,4 +64,4 @@ Use cases
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`automate_actions`
|
- :doc:`automate_actions`
|
||||||
- :doc:`../../../general/tags/take_tags`
|
- :doc:`/applications/general/tags/take_tags`
|
||||||
|
@ -47,7 +47,7 @@ all the contacts needed, and under *Action* select *Send SMS*.
|
|||||||
Set up SMS templates
|
Set up SMS templates
|
||||||
====================
|
====================
|
||||||
|
|
||||||
To set up *SMS Templates*, activate the :doc:`Developer mode <../../../general/developer_mode/activate>`,
|
To set up *SMS Templates*, activate the :doc:`Developer mode </applications/general/developer_mode/activate>`,
|
||||||
then go to :menuselection:`Technical --> SMS Templates`.
|
then go to :menuselection:`Technical --> SMS Templates`.
|
||||||
|
|
||||||
.. image:: ./media/sms_marketing17.png
|
.. image:: ./media/sms_marketing17.png
|
||||||
@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../social_marketing/overview/campaigns`
|
- :doc:`../../social_marketing/overview/campaigns`
|
||||||
- :doc:`../../../productivity/discuss/advanced/email_template`
|
- :doc:`/applications/productivity/discuss/advanced/email_template`
|
||||||
|
@ -100,7 +100,7 @@ More common questions
|
|||||||
|
|
||||||
Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete
|
Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete
|
||||||
history of the SMSs sent is available on
|
history of the SMSs sent is available on
|
||||||
:doc:`Developer mode <../../../general/developer_mode/activate>` under
|
:doc:`Developer mode </applications/general/developer_mode/activate>` under
|
||||||
:menuselection:`Technical --> SMS`.
|
:menuselection:`Technical --> SMS`.
|
||||||
|
|
||||||
|
|
||||||
|
@ -57,4 +57,4 @@ on the respective pages.
|
|||||||
:alt: Choose the pages to be tracked in the website application for Odoo Social Marketing
|
:alt: Choose the pages to be tracked in the website application for Odoo Social Marketing
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../websites/livechat/overview/get_started`
|
- :doc:`/applications/websites/livechat/overview/get_started`
|
||||||
|
@ -108,6 +108,8 @@ Restriction
|
|||||||
-----------
|
-----------
|
||||||
Please note that the port 25 is blocked for security reasons. Try using 587, 465 or 2525.
|
Please note that the port 25 is blocked for security reasons. Try using 587, 465 or 2525.
|
||||||
|
|
||||||
|
.. _discuss/email_servers/inbound_messages:
|
||||||
|
|
||||||
How to manage inbound messages
|
How to manage inbound messages
|
||||||
==============================
|
==============================
|
||||||
|
|
||||||
@ -161,10 +163,10 @@ alias in your mail server.
|
|||||||
You should set redirections for all the email addresses to Odoo's domain name in your
|
You should set redirections for all the email addresses to Odoo's domain name in your
|
||||||
email server (e.g. *catchall@mydomain.ext* to *catchall@mycompany.odoo.com*).
|
email server (e.g. *catchall@mydomain.ext* to *catchall@mycompany.odoo.com*).
|
||||||
|
|
||||||
.. tip:: All the aliases are customizable in Odoo.
|
.. tip:: All the aliases are customizable in Odoo.
|
||||||
Object aliases can be edited from their respective configuration view.
|
Object aliases can be edited from their respective configuration view.
|
||||||
To edit catchall and bounce aliases, you first need to activate the
|
To edit catchall and bounce aliases, you first need to activate the
|
||||||
:doc:`Developer mode <../../../../applications/general/developer_mode>`.
|
:doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
|
|
||||||
Then go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
Then go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`
|
||||||
to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*).
|
to customize the aliases (*mail.catchall.alias* & * mail.bounce.alias*).
|
||||||
@ -172,11 +174,11 @@ alias in your mail server.
|
|||||||
.. image:: media/system_parameters.png
|
.. image:: media/system_parameters.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
.. note:: By default inbound messages are fetched every 5 minutes in Odoo on-premise.
|
.. note:: By default inbound messages are fetched every 5 minutes in Odoo on-premise.
|
||||||
You can change this value in :doc:`Developer mode <../../../../applications/general/developer_mode>`.
|
You can change this value in :doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
Go to :menuselection:`Settings --> Technical --> Automation -->
|
Go to :menuselection:`Settings --> Technical --> Automation -->
|
||||||
Scheduled Actions` and look for *Mail: Fetchmail Service*.
|
Scheduled Actions` and look for *Mail: Fetchmail Service*.
|
||||||
|
|
||||||
.. _Office 365 documentation:
|
.. _Office 365 documentation:
|
||||||
https://support.office.com/en-us/article/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-office-365-69f58e99-c550-4274-ad18-c805d654b4c4
|
https://support.office.com/en-us/article/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-office-365-69f58e99-c550-4274-ad18-c805d654b4c4
|
||||||
|
|
||||||
@ -195,7 +197,7 @@ or Sendgrid for mass mailings.
|
|||||||
unless you want to use a specific external outgoing email server for technical reasons.
|
unless you want to use a specific external outgoing email server for technical reasons.
|
||||||
|
|
||||||
To do this, you should first enable the :doc:`Developer mode
|
To do this, you should first enable the :doc:`Developer mode
|
||||||
<../../../../applications/general/developer_mode>` and then go to :menuselection:`Settings --> Technical
|
</applications/general/developer_mode>` and then go to :menuselection:`Settings --> Technical
|
||||||
--> Outgoing` e-mail servers. There you have to create two e-mail MTA server settings. One for
|
--> Outgoing` e-mail servers. There you have to create two e-mail MTA server settings. One for
|
||||||
transactional e-mails and one for mass mail servers. Be sure to mark the priority of transactional
|
transactional e-mails and one for mass mail servers. Be sure to mark the priority of transactional
|
||||||
e-mail servers as low as the mass email servers.
|
e-mail servers as low as the mass email servers.
|
||||||
|
@ -11,7 +11,7 @@ improving their overall experience with the company.
|
|||||||
Enable it and understand a few concepts
|
Enable it and understand a few concepts
|
||||||
=======================================
|
=======================================
|
||||||
|
|
||||||
The :doc:`Developer mode <../../../../applications/general/developer_mode>` must be activated. Then, go to
|
The :doc:`Developer mode </applications/general/developer_mode>` must be activated. Then, go to
|
||||||
:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown.
|
:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown.
|
||||||
|
|
||||||
.. warning::
|
.. warning::
|
||||||
|
@ -11,7 +11,7 @@ Choose your notifications preference
|
|||||||
====================================
|
====================================
|
||||||
|
|
||||||
Access your *Preferences* and choose how you would like your
|
Access your *Preferences* and choose how you would like your
|
||||||
:doc:`Chatter <../../../services/project/tasks/collaborate>` notifications to be handled.
|
:doc:`Chatter </applications/services/project/tasks/collaborate>` notifications to be handled.
|
||||||
|
|
||||||
.. image:: media/change_preferences.png
|
.. image:: media/change_preferences.png
|
||||||
:align: center
|
:align: center
|
||||||
@ -61,7 +61,7 @@ You can also create :doc:`public and private channels <team_communication>`.
|
|||||||
Mentions in the chat and on the Chatter
|
Mentions in the chat and on the Chatter
|
||||||
---------------------------------------
|
---------------------------------------
|
||||||
|
|
||||||
| To mention a user within a chat or the :doc:`chatter <../../../services/project/tasks/collaborate>` type
|
| To mention a user within a chat or the :doc:`chatter </applications/services/project/tasks/collaborate>` type
|
||||||
*@user-name*; to refer to a channel, type *#channel-name*.
|
*@user-name*; to refer to a channel, type *#channel-name*.
|
||||||
| A notification is sent to the user mentioned either to his *Inbox* or through email, depending
|
| A notification is sent to the user mentioned either to his *Inbox* or through email, depending
|
||||||
on his settings.
|
on his settings.
|
||||||
@ -72,7 +72,7 @@ Mentions in the chat and on the Chatter
|
|||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
When a user is mentioned, the search list (list of names) suggests values first based on the
|
When a user is mentioned, the search list (list of names) suggests values first based on the
|
||||||
task’s :doc:`followers <../../../services/project/tasks/collaborate>`, and secondly on *Employees*. If the
|
task’s :doc:`followers </applications/services/project/tasks/collaborate>`, and secondly on *Employees*. If the
|
||||||
record being searched does not match with either a follower or employee, the scope of the search
|
record being searched does not match with either a follower or employee, the scope of the search
|
||||||
becomes all partners.
|
becomes all partners.
|
||||||
|
|
||||||
@ -94,6 +94,6 @@ sidebar and on the *Messaging menu*.
|
|||||||
:alt: View of the contacts’ status for Odoo Discuss
|
:alt: View of the contacts’ status for Odoo Discuss
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../services/project/tasks/collaborate`
|
- :doc:`/applications/services/project/tasks/collaborate`
|
||||||
- :doc:`team_communication`
|
- :doc:`team_communication`
|
||||||
- :doc:`../advanced/email_servers`
|
- :doc:`../advanced/email_servers`
|
||||||
|
@ -19,7 +19,7 @@ Access and manage your activities wherever you are in Odoo by the *Activities* m
|
|||||||
Plan activities
|
Plan activities
|
||||||
===============
|
===============
|
||||||
|
|
||||||
Activities can be planned and managed from the :doc:`Chatter <../../../services/project/tasks/collaborate>`
|
Activities can be planned and managed from the :doc:`Chatter </applications/services/project/tasks/collaborate>`
|
||||||
by clicking on *Schedule activity*, or through Kanban views.
|
by clicking on *Schedule activity*, or through Kanban views.
|
||||||
|
|
||||||
.. image:: media/schedule_activity.png
|
.. image:: media/schedule_activity.png
|
||||||
|
@ -55,7 +55,7 @@ Then, you have to connect the peripheral devices to your IoT Box.
|
|||||||
|
|
||||||
- **Payment terminal**: The connection process depends on the terminal,
|
- **Payment terminal**: The connection process depends on the terminal,
|
||||||
please refer to the :doc:`payment terminals documentation
|
please refer to the :doc:`payment terminals documentation
|
||||||
<../../../sales/point_of_sale/payment>`.
|
</applications/sales/point_of_sale/payment>`.
|
||||||
|
|
||||||
Once it's done, you can connect the IoT Box to your PoS. For this, go in
|
Once it's done, you can connect the IoT Box to your PoS. For this, go in
|
||||||
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
|
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*
|
||||||
|
@ -48,10 +48,10 @@ For every Trigger option, **conditions** can be applied, such as:
|
|||||||
- *Update a Record*: updates the record that triggered the action.
|
- *Update a Record*: updates the record that triggered the action.
|
||||||
- *Execute several actions*: defines an action that triggers other server actions.
|
- *Execute several actions*: defines an action that triggers other server actions.
|
||||||
- *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent.
|
- *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent.
|
||||||
- *Add Followers*: :doc:`followers <../../../services/project/tasks/collaborate>` are notified of changes in
|
- *Add Followers*: :doc:`followers </applications/services/project/tasks/collaborate>` are notified of changes in
|
||||||
the task.
|
the task.
|
||||||
- *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*.
|
- *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*.
|
||||||
- *Send SMS Text Message*: sends an :doc:`SMS <../../../marketing/sms_marketing/pricing/pricing_and_faq>`.
|
- *Send SMS Text Message*: sends an :doc:`SMS </applications/marketing/sms_marketing/pricing/pricing_and_faq>`.
|
||||||
|
|
||||||
Example
|
Example
|
||||||
~~~~~~~
|
~~~~~~~
|
||||||
|
@ -34,7 +34,7 @@ them. Fields with related objects have their directives shown on *Field Expressi
|
|||||||
| Under **Visible if**, define the rule(s) to set visibility conditions to fields.
|
| Under **Visible if**, define the rule(s) to set visibility conditions to fields.
|
||||||
| Example: if choosing to display a product image, you could set a visibility rule to only display
|
| Example: if choosing to display a product image, you could set a visibility rule to only display
|
||||||
the ones that are *set* in the product form, avoiding having a plain icon when they are not set.
|
the ones that are *set* in the product form, avoiding having a plain icon when they are not set.
|
||||||
| **Visible for** is used to set which :doc:`groups <../../../general/odoo_basics/users>`
|
| **Visible for** is used to set which :doc:`groups </applications/general/odoo_basics/users>`
|
||||||
can have access to specific elements in the report. **Limit visibility to groups**, under
|
can have access to specific elements in the report. **Limit visibility to groups**, under
|
||||||
*Report*, sets the visibility of the report to specifics groups, meaning that users belonging to
|
*Report*, sets the visibility of the report to specifics groups, meaning that users belonging to
|
||||||
other groups do not see the same final document.
|
other groups do not see the same final document.
|
||||||
@ -50,7 +50,7 @@ added to the *Print* menu list on its respective document form.
|
|||||||
:align: center
|
:align: center
|
||||||
:alt: View of an invoice form emphasizing the menu print for Odoo Studio
|
:alt: View of an invoice form emphasizing the menu print for Odoo Studio
|
||||||
|
|
||||||
If activating the :doc:`Developer mode <../../../general/developer_mode/activate>`, additional fields
|
If activating the :doc:`Developer mode </applications/general/developer_mode/activate>`, additional fields
|
||||||
such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible.
|
such as *Class* under *Options*, and *Reload from attachment* under *Report*, become visible.
|
||||||
|
|
||||||
- *Class*: add custom CSS classes to the selected element (e.g. Bootstrap classes such as
|
- *Class*: add custom CSS classes to the selected element (e.g. Bootstrap classes such as
|
||||||
|
@ -116,7 +116,7 @@ Administrator* or managers.
|
|||||||
|
|
||||||
- **Case scenario 5: change the tooltip of a field for all views.**
|
- **Case scenario 5: change the tooltip of a field for all views.**
|
||||||
|
|
||||||
| Activate the :doc:`Developer mode <../../../general/developer_mode/activate>` and open Studio.
|
| Activate the :doc:`Developer mode </applications/general/developer_mode/activate>` and open Studio.
|
||||||
| Select the necessary field and, under *Properties*, click on *More* to write your tooltip message
|
| Select the necessary field and, under *Properties*, click on *More* to write your tooltip message
|
||||||
on *Field Help*. The tooltip message is the explanatory message shown when the user hovers the
|
on *Field Help*. The tooltip message is the explanatory message shown when the user hovers the
|
||||||
field. The message here written is displayed on all views forms where the field is added.
|
field. The message here written is displayed on all views forms where the field is added.
|
||||||
|
@ -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.
|
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
* :doc:`In-App Purchases (IAP) <../../../general/in_app_purchase/in_app_purchase>`
|
* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>`
|
||||||
|
|
||||||
|
@ -122,8 +122,8 @@ If everything is correct, validate the session and post the closing entries.
|
|||||||
.. tip::
|
.. tip::
|
||||||
To connect the PoS hardware with an Odoo IoT Box, please refer to these
|
To connect the PoS hardware with an Odoo IoT Box, please refer to these
|
||||||
docs: :doc:`Connect an IoT Box to your database
|
docs: :doc:`Connect an IoT Box to your database
|
||||||
<../../../productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS
|
</applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS
|
||||||
<../../../productivity/iot/config/pos>`.
|
</applications/productivity/iot/config/pos>`.
|
||||||
|
|
||||||
View your statistics
|
View your statistics
|
||||||
====================
|
====================
|
||||||
|
@ -16,7 +16,7 @@ Connect an IoT Box
|
|||||||
|
|
||||||
Connecting an Ingenico Payment Terminal to Odoo is a feature that
|
Connecting an Ingenico Payment Terminal to Odoo is a feature that
|
||||||
requires an IoT Box. For more information on how to connect an IoT Box
|
requires an IoT Box. For more information on how to connect an IoT Box
|
||||||
to your database, please refer to the :doc:`IoT documentation <../../../productivity/iot/config/connect>`.
|
to your database, please refer to the :doc:`IoT documentation </applications/productivity/iot/config/connect>`.
|
||||||
|
|
||||||
Configure the Lane/5000 for Ingenico BENELUX
|
Configure the Lane/5000 for Ingenico BENELUX
|
||||||
--------------------------------------------
|
--------------------------------------------
|
||||||
|
@ -19,14 +19,14 @@ Seller Central and notify the customer.
|
|||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
To force the synchronization of an order whose status has not changed since the last
|
To force the synchronization of an order whose status has not changed since the last
|
||||||
synchronization, activate the :doc:`Developer mode <../../../../applications/general/developer_mode>`,
|
synchronization, activate the :doc:`Developer mode </applications/general/developer_mode>`,
|
||||||
navigate to your Amazon account and modify the date under
|
navigate to your Amazon account and modify the date under
|
||||||
:menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status
|
:menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status
|
||||||
change of the order that you wish to synchronize and save.
|
change of the order that you wish to synchronize and save.
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
To synchronize immediately the orders of your Amazon account switch to
|
To synchronize immediately the orders of your Amazon account switch to
|
||||||
:doc:`Developer mode <../../../../applications/general/developer_mode>`, head to your Amazon account and click on
|
:doc:`Developer mode </applications/general/developer_mode>`, head to your Amazon account and click on
|
||||||
**SYNC ORDERS**. The same can be done with order cancellations and pickings by clicking
|
**SYNC ORDERS**. The same can be done with order cancellations and pickings by clicking
|
||||||
on **SYNC CANCELLATIONS** and **SYNC PICKINGS**.
|
on **SYNC CANCELLATIONS** and **SYNC PICKINGS**.
|
||||||
|
|
||||||
|
@ -98,7 +98,7 @@ code, a default database product **Amazon Sale** is used. The same is done with
|
|||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
To modify the default products, activate the
|
To modify the default products, activate the
|
||||||
:doc:`Developer mode <../../../../applications/general/developer_mode>` and navigate to
|
:doc:`Developer mode </applications/general/developer_mode>` and navigate to
|
||||||
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
|
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
|
||||||
Default Products`.
|
Default Products`.
|
||||||
|
|
||||||
@ -131,7 +131,7 @@ marketplaces.
|
|||||||
must belong to the same region as that of your seller account.
|
must belong to the same region as that of your seller account.
|
||||||
|
|
||||||
To add a new marketplace, you must first enable :doc:`Developer mode
|
To add a new marketplace, you must first enable :doc:`Developer mode
|
||||||
<../../../../applications/general/developer_mode>`.
|
</applications/general/developer_mode>`.
|
||||||
|
|
||||||
Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors -->
|
Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors -->
|
||||||
Amazon Sync --> Amazon Marketplaces`.
|
Amazon Sync --> Amazon Marketplaces`.
|
||||||
|
@ -32,7 +32,7 @@ you can proceed to the next step.
|
|||||||
|
|
||||||
If you use Odoo with an on-premise setup or through a partner, then you must update
|
If you use Odoo with an on-premise setup or through a partner, then you must update
|
||||||
your installation as detailed in
|
your installation as detailed in
|
||||||
`this documentation page <https://www.odoo.com/documentation/13.0/setup/update.html>`_
|
:doc:`this documentation page </administration/update>`
|
||||||
or by contacting your integrating partner.
|
or by contacting your integrating partner.
|
||||||
|
|
||||||
Update the list of available modules
|
Update the list of available modules
|
||||||
@ -41,7 +41,7 @@ Update the list of available modules
|
|||||||
New modules must be *discovered* by your Odoo instance to be available in the **Apps**
|
New modules must be *discovered* by your Odoo instance to be available in the **Apps**
|
||||||
menu.
|
menu.
|
||||||
|
|
||||||
To do so, activate the :doc:`Developer Mode <../../../../../applications/general/developer_mode>`, and go to
|
To do so, activate the :doc:`Developer Mode </applications/general/developer_mode>`, and go to
|
||||||
:menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation.
|
:menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation.
|
||||||
|
|
||||||
Install the Amazon/Authentication Patch
|
Install the Amazon/Authentication Patch
|
||||||
@ -51,7 +51,7 @@ Install the Amazon/Authentication Patch
|
|||||||
You should never install new modules in your production database without testing
|
You should never install new modules in your production database without testing
|
||||||
them in a duplicate or staging environment. For Odoo.com customers, a duplicate database
|
them in a duplicate or staging environment. For Odoo.com customers, a duplicate database
|
||||||
can be created from the database management page as explained in
|
can be created from the database management page as explained in
|
||||||
:doc:`this documentation page <../../../../administration/db_management/db_online>`. For
|
:doc:`this documentation page </administration/db_management/db_online>`. For
|
||||||
Odoo.sh users, you should use a staging or duplicate database. For on-premise users,
|
Odoo.sh users, you should use a staging or duplicate database. For on-premise users,
|
||||||
you should use a staging environment - you should contact your integrating partner for
|
you should use a staging environment - you should contact your integrating partner for
|
||||||
more information regarding how to test a new module in your particular setup.
|
more information regarding how to test a new module in your particular setup.
|
||||||
|
@ -48,7 +48,7 @@ parallel in existing installations.
|
|||||||
|
|
||||||
To switch to the new synchronization mechanism:
|
To switch to the new synchronization mechanism:
|
||||||
|
|
||||||
#. Enable the :doc:`Developer mode <../../../../applications/general/developer_mode>`.
|
#. Enable the :doc:`Developer mode </applications/general/developer_mode>`.
|
||||||
#. Go to :menuselection:`Settings --> Technical --> Scheduled Actions`
|
#. Go to :menuselection:`Settings --> Technical --> Scheduled Actions`
|
||||||
#. Archive the old synchronization actions (both are named *Ebay: update product status*)
|
#. Archive the old synchronization actions (both are named *Ebay: update product status*)
|
||||||
#. Activate the new synchronization actions (*Ebay: get new orders* which runs every 15min by default and *Ebay: synchronise stock (for 'get new orders' synchronisation)* which runs once a day per default)
|
#. Activate the new synchronization actions (*Ebay: get new orders* which runs every 15min by default and *Ebay: synchronise stock (for 'get new orders' synchronisation)* which runs once a day per default)
|
||||||
|
@ -138,4 +138,4 @@ In case of discount, you can show the public price and the computed discount % o
|
|||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
* :doc:`currencies`
|
* :doc:`currencies`
|
||||||
* :doc:`../../../../websites/ecommerce/maximizing_revenue/pricing`
|
* :doc:`/applications/websites/ecommerce/maximizing_revenue/pricing`
|
||||||
|
@ -221,5 +221,5 @@ When you have entered all the extra values, click on **Save**.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `Accounting Memento: Details of Journal Entries
|
- `Accounting Memento: Details of Journal Entries
|
||||||
<../../../accounting/overview/main_concepts/memento.html#journal-entries>`_
|
</applications/finance/accounting/overview/main_concepts/memento.html#journal-entries>`_
|
||||||
- :doc:`../../../../finance/accounting/overview/process_overview/supplier_bill`
|
- :doc:`/applications/finance/accounting/overview/process_overview/supplier_bill`
|
||||||
|
@ -1,12 +1,12 @@
|
|||||||
=================
|
=========
|
||||||
Set taxes
|
Set taxes
|
||||||
=================
|
=========
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
../../../finance/accounting/taxation/taxes/default_taxes
|
/applications/finance/accounting/taxation/taxes/default_taxes
|
||||||
../../../finance/accounting/taxation/taxes/fiscal_positions
|
/applications/finance/accounting/taxation/taxes/fiscal_positions
|
||||||
../../../finance/accounting/taxation/taxes/taxes
|
/applications/finance/accounting/taxation/taxes/taxes
|
||||||
../../../finance/accounting/taxation/taxes/taxcloud
|
/applications/finance/accounting/taxation/taxes/taxcloud
|
||||||
../../../finance/accounting/taxation/taxes/B2B_B2C
|
/applications/finance/accounting/taxation/taxes/B2B_B2C
|
||||||
|
@ -22,9 +22,9 @@ feature.
|
|||||||
There, you will have direct access to the **Payment Acquirers** page. It will allow you to select
|
There, you will have direct access to the **Payment Acquirers** page. It will allow you to select
|
||||||
and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to
|
and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to
|
||||||
check out our documentation about how to be paid with payment acquirers such as
|
check out our documentation about how to be paid with payment acquirers such as
|
||||||
:doc:`../../../general/payment_acquirers/paypal`,
|
:doc:`/applications/general/payment_acquirers/paypal`,
|
||||||
:doc:`../../../general/payment_acquirers/authorize`, and others in the
|
:doc:`/applications/general/payment_acquirers/authorize`, and others in the
|
||||||
:doc:`../../../general/payment_acquirers` documentation.
|
:doc:`/applications/general/payment_acquirers` documentation.
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
If you are familiar with this documentation: :doc:`quote_template`; you
|
If you are familiar with this documentation: :doc:`quote_template`; you
|
||||||
@ -48,8 +48,8 @@ possibilities to make their online payments. For example:
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`quote_template`
|
- :doc:`quote_template`
|
||||||
- :doc:`../../../general/payment_acquirers`
|
- :doc:`/applications/general/payment_acquirers`
|
||||||
- :doc:`../../../general/payment_acquirers/paypal`
|
- :doc:`/applications/general/payment_acquirers/paypal`
|
||||||
- :doc:`../../../general/payment_acquirers/authorize`
|
- :doc:`/applications/general/payment_acquirers/authorize`
|
||||||
|
|
||||||
|
|
||||||
|
@ -57,4 +57,4 @@ Convenient feature as it allows accountants to easily access all finished tasks
|
|||||||
:alt: Invoice Task in Odoo Field Service
|
:alt: Invoice Task in Odoo Field Service
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
* :doc:`../../../services/project/advanced/feedback`
|
* :doc:`/applications/services/project/advanced/feedback`
|
||||||
|
@ -39,4 +39,4 @@ person he can be assigned.
|
|||||||
Create projects per team, or per working site, and have a more accurate and dynamic database.
|
Create projects per team, or per working site, and have a more accurate and dynamic database.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
* :doc:`../../../services/project/overview/setup`
|
* :doc:`/applications/services/project/overview/setup`
|
||||||
|
@ -66,4 +66,4 @@ same way as if you were on the *Field Service* application.
|
|||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../fsm/overview/invoicing_time`
|
- :doc:`../../fsm/overview/invoicing_time`
|
||||||
- `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
|
- `Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_
|
||||||
- :doc:`../../../inventory_and_mrp/manufacturing/repair/repair`
|
- :doc:`/applications/inventory_and_mrp/manufacturing/repair/repair`
|
||||||
|
@ -61,4 +61,4 @@ or use the stage.
|
|||||||
:alt: View of a team’s kanban view in Odoo Helpdesk
|
:alt: View of a team’s kanban view in Odoo Helpdesk
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../general/odoo_basics/users`
|
- :doc:`/applications/general/odoo_basics/users`
|
||||||
|
@ -32,7 +32,7 @@ customer.
|
|||||||
:align: center
|
:align: center
|
||||||
:alt: View of a standard helpdesk customer review email template for Odoo Helpdesk
|
:alt: View of a standard helpdesk customer review email template for Odoo Helpdesk
|
||||||
|
|
||||||
Ratings can be seen on the :doc:`chatter <../../../services/project/tasks/collaborate>` of each ticket, under
|
Ratings can be seen on the :doc:`chatter </applications/services/project/tasks/collaborate>` of each ticket, under
|
||||||
the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*.
|
the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*.
|
||||||
|
|
||||||
Ratings visible on the customer portal
|
Ratings visible on the customer portal
|
||||||
|
@ -58,7 +58,7 @@ Live Chat
|
|||||||
| Through live interactions with your website visitors, helpdesk tickets can be instantly created
|
| Through live interactions with your website visitors, helpdesk tickets can be instantly created
|
||||||
and redirected to the right person.
|
and redirected to the right person.
|
||||||
| Click on your helpdesk team's name - for the example below: *Customer Care* -
|
| Click on your helpdesk team's name - for the example below: *Customer Care* -
|
||||||
and :doc:`set up your channel <../../../websites/livechat/overview/get_started>`.
|
and :doc:`set up your channel </applications/websites/livechat/overview/get_started>`.
|
||||||
|
|
||||||
.. image:: media/live_chat.png
|
.. image:: media/live_chat.png
|
||||||
:align: center
|
:align: center
|
||||||
@ -66,7 +66,7 @@ Live Chat
|
|||||||
in Odoo Helpdesk
|
in Odoo Helpdesk
|
||||||
|
|
||||||
Now, your operators can create tickets by using the
|
Now, your operators can create tickets by using the
|
||||||
:doc:`command <../../../websites/livechat/overview/responses>` */helpdesk (subject_of_ticket)*.
|
:doc:`command </applications/websites/livechat/overview/responses>` */helpdesk (subject_of_ticket)*.
|
||||||
|
|
||||||
Prioritize tickets
|
Prioritize tickets
|
||||||
==================
|
==================
|
||||||
@ -86,4 +86,4 @@ the Kanban view.
|
|||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`sla`
|
- :doc:`sla`
|
||||||
- :doc:`../advanced/close_tickets`
|
- :doc:`../advanced/close_tickets`
|
||||||
- :doc:`../../../productivity/discuss/advanced/email_servers`
|
- :doc:`/applications/productivity/discuss/advanced/email_servers`
|
||||||
|
@ -109,4 +109,4 @@ order.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`reinvoice_from_project`
|
- :doc:`reinvoice_from_project`
|
||||||
- :doc:`../../../inventory_and_mrp/inventory/management/products/uom`
|
- :doc:`/applications/inventory_and_mrp/inventory/management/products/uom`
|
||||||
|
@ -28,7 +28,7 @@ of re-planning it.
|
|||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
Repeated shifts are generated for the next six months. A modification is possible in
|
Repeated shifts are generated for the next six months. A modification is possible in
|
||||||
:doc:`Developer mode <../../../../applications/general/developer_mode>`, from *Settings*.
|
:doc:`Developer mode </applications/general/developer_mode>`, from *Settings*.
|
||||||
|
|
||||||
.. image:: media/rate_shift_generation.png
|
.. image:: media/rate_shift_generation.png
|
||||||
:align: center
|
:align: center
|
||||||
|
@ -100,7 +100,7 @@ Share stages across projects
|
|||||||
|
|
||||||
| In order to have a clean Kanban view that works across projects, and to avoid duplicates,
|
| In order to have a clean Kanban view that works across projects, and to avoid duplicates,
|
||||||
delineate specific stages for different projects.
|
delineate specific stages for different projects.
|
||||||
| :doc:`Activate the Developer mode <../../../../applications/general/developer_mode>` then go to
|
| :doc:`Activate the Developer mode </applications/general/developer_mode>` then go to
|
||||||
:menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add
|
:menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add
|
||||||
the projects among which you would like to share stages.
|
the projects among which you would like to share stages.
|
||||||
|
|
||||||
|
@ -29,7 +29,7 @@ by people according to the billable hours recorded, and even a timesheet table.
|
|||||||
If you do not have the Timesheets application installed
|
If you do not have the Timesheets application installed
|
||||||
-------------------------------------------------------
|
-------------------------------------------------------
|
||||||
|
|
||||||
| Activate the :doc:`Developer mode <../../../../applications/general/developer_mode>`. Then go to
|
| Activate the :doc:`Developer mode </applications/general/developer_mode>`. Then go to
|
||||||
*Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project -->
|
*Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project -->
|
||||||
Configuration --> Projects` and specify an *Analytic Account* under the needed project.
|
Configuration --> Projects` and specify an *Analytic Account* under the needed project.
|
||||||
| A *Profitability* menu to the costs and revenues of this analytic account is directly available
|
| A *Profitability* menu to the costs and revenues of this analytic account is directly available
|
||||||
@ -51,6 +51,6 @@ or do your analysis through a pivot view.
|
|||||||
:alt: Overview of the reporting page showing costs and revenues in Odoo Project
|
:alt: Overview of the reporting page showing costs and revenues in Odoo Project
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../finance/accounting/others/analytic/usage`
|
- :doc:`/applications/finance/accounting/others/analytic/usage`
|
||||||
- :doc:`../../../finance/accounting/others/analytic/timesheets`
|
- :doc:`/applications/finance/accounting/others/analytic/timesheets`
|
||||||
- :doc:`../../../finance/accounting/others/analytic/purchases_expenses`
|
- :doc:`/applications/finance/accounting/others/analytic/purchases_expenses`
|
||||||
|
@ -67,5 +67,5 @@ Once the task is complete, click on *Sales Order* and *Create Invoice*.
|
|||||||
Settings`, and enable *Approved timesheets only*.
|
Settings`, and enable *Approved timesheets only*.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../overview/setup`
|
* :doc:`../overview/setup`
|
||||||
- :doc:`../../../sales/sales/invoicing/subscriptions`
|
* :doc:`/applications/sales/sales/invoicing/subscriptions`
|
||||||
|
@ -12,7 +12,7 @@ Set up an incoming email server
|
|||||||
|
|
||||||
| On the *Settings* application, enable *External Email Servers* and define the incoming email
|
| On the *Settings* application, enable *External Email Servers* and define the incoming email
|
||||||
alias you would like to use.
|
alias you would like to use.
|
||||||
| **For more information**: :doc:`../../../productivity/discuss/advanced/email_servers`
|
| **For more information**: :doc:`/applications/productivity/discuss/advanced/email_servers`
|
||||||
|
|
||||||
Configure the email alias in your project
|
Configure the email alias in your project
|
||||||
-----------------------------------------
|
-----------------------------------------
|
||||||
|
@ -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
|
:alt: Choose a color to identify your task in Odoo Project
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../../general/tags/take_tags`
|
- :doc:`/applications/general/tags/take_tags`
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
@ -6,7 +6,7 @@ Odoo automatically timesheets on project/tasks upon time off requests. This allo
|
|||||||
overall control over the validation of timesheets, as it does not leave place for forgetfulness
|
overall control over the validation of timesheets, as it does not leave place for forgetfulness
|
||||||
and questions after hours that have not been timesheeted by the employee.
|
and questions after hours that have not been timesheeted by the employee.
|
||||||
|
|
||||||
Activate the :doc:`Developer mode <../../../../applications/general/developer_mode>`, go to *Timesheets*,
|
Activate the :doc:`Developer mode </applications/general/developer_mode>`, go to *Timesheets*,
|
||||||
and change the *Project* and *Task* set by default, if you like.
|
and change the *Project* and *Task* set by default, if you like.
|
||||||
|
|
||||||
.. image:: media/record_time_off.png
|
.. image:: media/record_time_off.png
|
||||||
|
@ -24,7 +24,7 @@ See how to configure your products from links here below.
|
|||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
* :doc:`../managing_products/variants`
|
* :doc:`../managing_products/variants`
|
||||||
* :doc:`../../../sales/sales/products_prices/taxes`
|
* :doc:`/applications/sales/sales/products_prices/taxes`
|
||||||
* :doc:`../managing_products/stock`
|
* :doc:`../managing_products/stock`
|
||||||
* :doc:`../maximizing_revenue/cross_selling`
|
* :doc:`../maximizing_revenue/cross_selling`
|
||||||
* :doc:`../maximizing_revenue/reviews`
|
* :doc:`../maximizing_revenue/reviews`
|
||||||
|
@ -9,7 +9,7 @@ This section sheds light on pricing features found in the eCommerce app:
|
|||||||
* let the customer choose the currency.
|
* let the customer choose the currency.
|
||||||
|
|
||||||
As a pre-requisite, check out how to managing product pricing:
|
As a pre-requisite, check out how to managing product pricing:
|
||||||
:doc:`../../../sales/sales/products_prices/prices/pricing`).
|
:doc:`/applications/sales/sales/products_prices/prices/pricing`).
|
||||||
|
|
||||||
Geo-IP automatically applies the right price
|
Geo-IP automatically applies the right price
|
||||||
============================================
|
============================================
|
||||||
@ -32,6 +32,6 @@ can be found in *Pricelists* under the *Products* menu, located in the Website a
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
* :doc:`../../../sales/sales/products_prices/prices/pricing`
|
* :doc:`/applications/sales/sales/products_prices/prices/pricing`
|
||||||
* :doc:`../../../sales/sales/products_prices/prices/currencies`
|
* :doc:`/applications/sales/sales/products_prices/prices/currencies`
|
||||||
* :doc:`promo_code`
|
* :doc:`promo_code`
|
||||||
|
@ -56,7 +56,7 @@ orders straight on.
|
|||||||
Select your **bank account** if you get paid immediately on your bank account. If you don't you
|
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
|
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
|
online payments in an intermediary account of your books until you get paid into your bank
|
||||||
account (see :doc:`../../../general/payment_acquirers/payment_acquirers`).
|
account (see :doc:`/applications/general/payment_acquirers/payment_acquirers`).
|
||||||
|
|
||||||
|
|
||||||
Capture the payment after the delivery
|
Capture the payment after the delivery
|
||||||
|
@ -52,5 +52,5 @@ clicks.
|
|||||||
get access to the *Link Tracker* module and its back-end functionalities.
|
get access to the *Link Tracker* module and its back-end functionalities.
|
||||||
#. Integrated with :doc:`Google Analytics <google_analytics>`, those trackers allow you to see
|
#. Integrated with :doc:`Google Analytics <google_analytics>`, those trackers allow you to see
|
||||||
the number of clicks and visitors to keep you on top of your marketing campaigns.
|
the number of clicks and visitors to keep you on top of your marketing campaigns.
|
||||||
#. The integration with the :doc:`CRM <../../../sales/crm/track_leads/prospect_visits>` application allows
|
#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
|
||||||
you to understand where your leads and opportunities are coming from.
|
you to understand where your leads and opportunities are coming from.
|
||||||
|
@ -480,7 +480,7 @@ page. As these files are shared across all pages, further clicks by the
|
|||||||
same visitor will not load any other Javascript resource.
|
same visitor will not load any other Javascript resource.
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
If you work on :doc:`Developer mode <../../../../applications/general/developer_mode>`, the CSS and
|
If you work on :doc:`Developer mode </applications/general/developer_mode>`, the CSS and
|
||||||
Javascript are neither concatenated, nor minified. Thus, it's much slower. But it allows you to
|
Javascript are neither concatenated, nor minified. Thus, it's much slower. But it allows you to
|
||||||
easily debug with the Chrome debugger as CSS and Javascript resources are not transformed from
|
easily debug with the Chrome debugger as CSS and Javascript resources are not transformed from
|
||||||
their original versions.
|
their original versions.
|
||||||
@ -639,6 +639,6 @@ and there is no other indexing rule than specified in the sitemap
|
|||||||
to be found at following address.
|
to be found at following address.
|
||||||
|
|
||||||
You can customize the file *robots* in
|
You can customize the file *robots* in
|
||||||
:doc:`Developer mode <../../../../applications/general/developer_mode>` from *Settings --> Technical -->
|
:doc:`Developer mode </applications/general/developer_mode>` from *Settings --> Technical -->
|
||||||
User Interface --> Views* (exclude robots, exclude some pages, redirect to a custom Sitemap).
|
User Interface --> Views* (exclude robots, exclude some pages, redirect to a custom Sitemap).
|
||||||
Make the Model Data of the view *Non Updatable* to not reset the file after system upgrades.
|
Make the Model Data of the view *Non Updatable* to not reset the file after system upgrades.
|
||||||
|
@ -2,14 +2,14 @@
|
|||||||
How to use my own domain name
|
How to use my own domain name
|
||||||
=============================
|
=============================
|
||||||
|
|
||||||
By default, your Odoo Online instance and website have a *.odoo.com* domain name,
|
By default, your Odoo Online instance and website have a *.odoo.com* domain name,
|
||||||
for both the URL and the emails.
|
for both the URL and the emails.
|
||||||
But you can change to a custom one (e.g. www.yourcompany.com).
|
But you can change to a custom one (e.g. www.yourcompany.com).
|
||||||
|
|
||||||
What is a good domain name
|
What is a good domain name
|
||||||
==========================
|
==========================
|
||||||
Your website address is as important to your branding as the name of your
|
Your website address is as important to your branding as the name of your
|
||||||
business or organization, so put some thought into changing it for a proper
|
business or organization, so put some thought into changing it for a proper
|
||||||
domain. Here are some tips:
|
domain. Here are some tips:
|
||||||
|
|
||||||
- Simple and obvious
|
- Simple and obvious
|
||||||
@ -24,18 +24,18 @@ How to buy a domain name
|
|||||||
========================
|
========================
|
||||||
Buy your domain name at a popular registrar:
|
Buy your domain name at a popular registrar:
|
||||||
|
|
||||||
- `GoDaddy <https://www.godaddy.com>`__
|
- `GoDaddy <https://www.godaddy.com>`__
|
||||||
- `Namecheap <https://www.namecheap.com>`__
|
- `Namecheap <https://www.namecheap.com>`__
|
||||||
- `OVH <https://www.ovh.com>`__
|
- `OVH <https://www.ovh.com>`__
|
||||||
|
|
||||||
.. note:: Steps to buy a domain name are pretty much straight forward.
|
.. note:: Steps to buy a domain name are pretty much straight forward.
|
||||||
In case of issue, check out those easy tutorials:
|
In case of issue, check out those easy tutorials:
|
||||||
|
|
||||||
- `GoDaddy <https://roadtoblogging.com/buy-domain-name-from-godaddy>`__
|
- `GoDaddy <https://roadtoblogging.com/buy-domain-name-from-godaddy>`__
|
||||||
- `Namecheap <https://www.loudtips.com/buy-domain-name-hosting-namecheap//>`__
|
- `Namecheap <https://www.loudtips.com/buy-domain-name-hosting-namecheap//>`__
|
||||||
|
|
||||||
Feel free to buy an email server to have email addresses using your domain name.
|
Feel free to buy an email server to have email addresses using your domain name.
|
||||||
However don't buy any extra service to create or host your website.
|
However don't buy any extra service to create or host your website.
|
||||||
This is Odoo's job!
|
This is Odoo's job!
|
||||||
|
|
||||||
.. _custom_domain:
|
.. _custom_domain:
|
||||||
@ -60,7 +60,7 @@ First let's authorize the redirection (yourcompany.com -> yourcompany.odoo.com):
|
|||||||
.. image:: media/domain_name03.png
|
.. image:: media/domain_name03.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
* A database domain prompt will appear. Enter your custom domain
|
* A database domain prompt will appear. Enter your custom domain
|
||||||
(e.g. www.yourcompany.com).
|
(e.g. www.yourcompany.com).
|
||||||
|
|
||||||
|
|
||||||
@ -72,7 +72,7 @@ We can now apply the redirection from your domain name's manager account:
|
|||||||
* Log in to your account and search for the DNS Zones management page.
|
* Log in to your account and search for the DNS Zones management page.
|
||||||
|
|
||||||
* Create a CNAME record *www.yourdomain.com* pointing to *mywebsite.odoo.com*.
|
* Create a CNAME record *www.yourdomain.com* pointing to *mywebsite.odoo.com*.
|
||||||
If you want to use the naked domain (e.g. yourdomain.com), you need to redirect
|
If you want to use the naked domain (e.g. yourdomain.com), you need to redirect
|
||||||
*yourdomain.com* to *www.yourdomain.com*.
|
*yourdomain.com* to *www.yourdomain.com*.
|
||||||
|
|
||||||
.. note:: Here are some specific guidelines to create a CNAME record:
|
.. note:: Here are some specific guidelines to create a CNAME record:
|
||||||
@ -100,7 +100,7 @@ How to make sure that all my URLs use my custom domain?
|
|||||||
|
|
||||||
To set up the root URL of your website and of all the links sent in emails, you can ask an administrator of your database (any user in the *Settings* group) to perform a login from the login screen. It's as simple as that!
|
To set up the root URL of your website and of all the links sent in emails, you can ask an administrator of your database (any user in the *Settings* group) to perform a login from the login screen. It's as simple as that!
|
||||||
|
|
||||||
If you want to do it manually, you can go to :menuselection:`Settings --> Technical --> System Parameters` .
|
If you want to do it manually, you can go to :menuselection:`Settings --> Technical --> System Parameters` .
|
||||||
Find the entry called ``web.base.url`` (you can create it if it does not exist) and enter the full URL of your website, like ``https://www.myodoowebsite.com``.
|
Find the entry called ``web.base.url`` (you can create it if it does not exist) and enter the full URL of your website, like ``https://www.myodoowebsite.com``.
|
||||||
|
|
||||||
.. warning::
|
.. warning::
|
||||||
@ -117,4 +117,4 @@ Google indexes your website under both names. This is a limitation of the Odoo c
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
|
|
||||||
* :doc:`../../../productivity/discuss/advanced/email_servers`
|
* :doc:`/applications/productivity/discuss/advanced/email_servers`
|
||||||
|
@ -33,11 +33,11 @@ Installation
|
|||||||
./odoo-bin --geoip-db= ~/Downloads/GeoLite2-City.mmdb
|
./odoo-bin --geoip-db= ~/Downloads/GeoLite2-City.mmdb
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `CLI documentation <https://www.odoo.com/documentation/13.0/reference/cmdline.html>`_.
|
- :doc:`CLI documentation </developer/reference/cmdline>`.
|
||||||
|
|
||||||
.. warning::
|
.. warning::
|
||||||
``GeoIP`` Python library can also be used. However this version is discontinued since January
|
``GeoIP`` Python library can also be used. However this version is discontinued since January
|
||||||
2019. See `GeoLite Legacy databases are now discontinued
|
1. See `GeoLite Legacy databases are now discontinued
|
||||||
<https://support.maxmind.com/geolite-legacy-discontinuation-notice/>`_
|
<https://support.maxmind.com/geolite-legacy-discontinuation-notice/>`_
|
||||||
|
|
||||||
How To Test GeoIP Geolocation In Your Odoo Website
|
How To Test GeoIP Geolocation In Your Odoo Website
|
||||||
@ -59,11 +59,6 @@ You should end up with a dictionary indicating the location of the IP address.
|
|||||||
If the curly braces are empty ``{}``, it can be for any of the following reasons :
|
If the curly braces are empty ``{}``, it can be for any of the following reasons :
|
||||||
|
|
||||||
- The browsing IP address is the localhost (``127.0.0.1``) or a local area network one (``192.168.*.*``)
|
- The browsing IP address is the localhost (``127.0.0.1``) or a local area network one (``192.168.*.*``)
|
||||||
- If a reversed proxy is used, make sure to configure it correctly. See `--proxy-mode <https://www.odoo.com/documentation/13.0/reference/cmdline.html#cmdoption-odoo-bin-proxy-mode>`__
|
- If a reversed proxy is used, make sure to configure it correctly. See :option:`proxy mode <odoo-bin --proxy-mode>`
|
||||||
- ``geoip2`` is not installed or the GeoIP database file wasn't found
|
- ``geoip2`` is not installed or the GeoIP database file wasn't found
|
||||||
- The GeoIP database was unable to resolve the given IP address
|
- The GeoIP database was unable to resolve the given IP address
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
@ -103,6 +103,8 @@ Odoo server.
|
|||||||
|
|
||||||
.. _unittest documentation: https://docs.python.org/3/library/unittest.html
|
.. _unittest documentation: https://docs.python.org/3/library/unittest.html
|
||||||
|
|
||||||
|
.. _developer/reference/testing/selection:
|
||||||
|
|
||||||
Test selection
|
Test selection
|
||||||
--------------
|
--------------
|
||||||
|
|
||||||
|
@ -290,7 +290,9 @@ Adding a new fiscal position to my Chart of Accounts
|
|||||||
####################################################
|
####################################################
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
If you need more information about what is a fiscal position and how it works in Odoo, please refer to `How to adapt taxes to my customer status or localization <https://www.odoo.com/documentation/user/online/accounting/others/taxes/application.html>`_.
|
|
||||||
|
If you need more information about what is a fiscal position and how it works in Odoo,
|
||||||
|
please refer to :doc:`/applications/finance/accounting/taxation/taxes/fiscal_positions`.
|
||||||
|
|
||||||
To create a new fiscal position, simply use the ``account.fiscal.position.template`` model:
|
To create a new fiscal position, simply use the ``account.fiscal.position.template`` model:
|
||||||
|
|
||||||
@ -361,7 +363,8 @@ How to create a new bank operation model?
|
|||||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
How a bank operation model works exactly in Odoo? See `Configure model of entries <https://www.odoo.com/documentation/user/online/accounting/bank/reconciliation/configure.html>`_.
|
|
||||||
|
How a bank operation model works exactly in Odoo? See :doc:`/applications/finance/accounting/bank/reconciliation/reconciliation_models`.
|
||||||
|
|
||||||
Since ``V10``, a new feature is available in the bank statement reconciliation widget: the bank operation model.
|
Since ``V10``, a new feature is available in the bank statement reconciliation widget: the bank operation model.
|
||||||
This allows the user to pre-fill some accounting entries with a single click.
|
This allows the user to pre-fill some accounting entries with a single click.
|
||||||
|
@ -28,5 +28,5 @@ Here are some resources that might help you:
|
|||||||
|
|
||||||
- Our `documentation pages <https://www.odoo.com/page/docs>`_.
|
- Our `documentation pages <https://www.odoo.com/page/docs>`_.
|
||||||
- Ask your question on the `community forum <https://www.odoo.com/forum/help-1>`_.
|
- Ask your question on the `community forum <https://www.odoo.com/forum/help-1>`_.
|
||||||
- `Buy Odoo Enterprise <https://www.odoo.com/documentation/13.0/setup/enterprise.html>`_ to get the
|
- :doc:`Buy Odoo Enterprise </administration/enterprise>` to get the
|
||||||
support and bugfix services.
|
support and bugfix services.
|
||||||
|
@ -30,6 +30,7 @@ contributing/documentation/guidelines.rst contributing/documentation/rst_guideli
|
|||||||
|
|
||||||
# Redirections introduced in 12.0 :
|
# Redirections introduced in 12.0 :
|
||||||
|
|
||||||
|
administration/odoo_sh/documentation.rst administration/odoo_sh.rst # moved during doc-apocalypse (#945)
|
||||||
support/user_doc.rst contributing/documentation/introduction_guide.rst # removed in forward-port of #544 (b109c3af)
|
support/user_doc.rst contributing/documentation/introduction_guide.rst # removed in forward-port of #544 (b109c3af)
|
||||||
|
|
||||||
# Redirections introduced in 13.0 :
|
# Redirections introduced in 13.0 :
|
||||||
|
Loading…
Reference in New Issue
Block a user