[MERGE] Forward-port of branch 13.0 to 13.3

This commit is contained in:
Antoine Vandevenne (anv) 2020-07-29 09:45:33 +02:00
commit 8c1f32559f
166 changed files with 1830 additions and 374 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 12 MiB

View File

@ -5,5 +5,4 @@ Miscellaneous
.. toctree::
:titlesonly:
misc/batch
misc/interbank

View File

@ -1,146 +0,0 @@
===============================
Manage batch deposits of checks
===============================
When your company's collections group receives checks from customers
they will often place this money into their bank account in batches. As
this money has been received in a physical form, someone in your company
must manually bring the checks to the bank.
The bank will ask for a deposit ticket (also referred to as deposit
slip) to be filled-in with the details of the checks or cash to be
included in the transactions.
The bank statement will reflect the total amount that was deposited and
the reference to the deposit ticket, not the individual checks.
Odoo assists you to prepare and print your deposit tickets, and later on
reconcile them with your bank statement easily.
Configuration
=============
Install the batch deposit feature
---------------------------------
In order to use the batch deposit feature, you need the module **Batch
Deposit** to be installed.
.. note::
Usually, this module is automatically
installed if checks are widely used in your country.
To verify that the **Batch Deposit** feature is installed, go to the
:menuselection:`Configuration --> Settings` menu of the accounting application.
Check the feature: **Allow batch deposit**.
.. image:: media/batch01.png
:align: center
Activate the feature on your bank accounts
------------------------------------------
Once you have installed this feature, Odoo automatically activate bank
deposits on your main bank accounts.
To control which bank account can do batch deposit and which can not, go
to the journal that you defined to pay your checks, usually called
'Checks' or 'Bank' (see :doc:`../../receivables/customer_payments/check`,
in the Accounting apps, :menuselection:`Configuration --> Accounting --> Journals`.
In **Advanced Settings** tab, in section **Miscellaneous**, set Debit Method to
**Batch Deposit**.
.. image:: media/batch02.png
:align: center
If you check **Batch Deposit** in your debit method field, it means that
payments created using this Journal (called Payment method when you want
to make or receive a payment) will be applicable for the creation of
Batch Deposits afterwards.
From checks received to the bank
================================
Receive customer checks
-----------------------
Once your checks are received, record them on the bank account on
which you plan to deposit them. Once you select the bank account (or
check journal if you configured Odoo that way), Odoo proposes you to use
a batch deposit. Select this option if you plan to deposit the check to
your bank.
.. image:: media/batch03.png
:align: center
In the memo field, you can set the reference of the check.
.. note::
payments can be registered from the menu :menuselection:`Sales --> Payments`,
or directly on the related invoice, using the **Register Payment** button.
Prepare a batch deposit
-----------------------
From the Accounting application, go to the menu :menuselection:`Sales --> Batch Deposit`,
and create a new **Batch Deposit**.
.. image:: media/batch04.png
:align: center
Select the bank, then select the payments (checks) you want to add in
this deposit. By default, Odoo proposes you all the checks that have not
been deposited yet. That way you can verify that you do not forget or
lost a check.
.. image:: media/batch05.png
:align: center
You can then print the batch deposit, which will be very useful
to prepare the deposit slip that the bank usually requires to complete.
Reconciling the Deposit with the Bank Statement
-----------------------------------------------
When you process the bank statement reconciliation you will see the
deposit ticket number referenced in the statement. When the reconciliation
process is run, the user will be able to select the batch deposit that
matches with the bank statement line.
.. image:: media/batch06.png
:align: center
If you select a batch deposit, Odoo will automatically fill all the
checks contained in this deposit for the matching. (2 checks were in
the batch deposit in the example below)
.. image:: media/batch07.png
:align: center
Troubleshooting
===============
I don't see the batch deposit link on bank statements?
------------------------------------------------------
If you don't have a batch deposit link in your bank statement, there
could be two reasons:
- After having installed the batch deposit features you need to reload
the page so that the browser is aware of this new feature. Just
click the reload button of your browser.
- You do not have a batch deposit created for this bank account.
What happens if a check was refused?
------------------------------------
If you have a smaller amount in your bank statement than the actual
amount in your batch deposit, it probably means that one of your check
has been refused.
In this case click on the line related to this check to remove it from
the bank statement matching.

Binary file not shown.

Before

Width:  |  Height:  |  Size: 13 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 22 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 18 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 9.9 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.9 KiB

View File

@ -69,8 +69,8 @@ integrate with the normal invoicing flow in Odoo.
.. _mx-legal-info:
Set you legal information in the company
----------------------------------------
Set your legal information in the company
-----------------------------------------
First, make sure that your company is configured with the correct data.
Go in :menuselection:`Settings --> Users --> Companies`

View File

@ -42,6 +42,6 @@ Please refer to the documentation listed below for more information.
.. seealso::
- :doc:`../../overview/getting_started/chart_of_accounts`
- :doc:`../../fiscality/taxes/create`
- :doc:`../../fiscality/taxes/taxes`
.. todo:: update list of linked docs, and link with the future one about country-specific statements.

View File

@ -5,11 +5,10 @@ Taxes
.. toctree::
:titlesonly:
taxes/create
taxes/taxes
taxes/default_taxes
taxes/fiscal_positions
taxes/taxcloud
taxes/tax_included
taxes/retention
taxes/B2B_B2C
taxes/cash_basis_taxes

View File

@ -1,70 +0,0 @@
================
Create new taxes
================
Odoo's tax engine is very flexible and support many different type of
taxes: value added taxes (VAT), eco-taxes, federal/states/city taxes, retention,
withholding taxes, etc. For most countries, your system is pre-configured with the
right taxes.
This section details how you can define new taxes for specific use cases.
* Go to :menuselection:`Accounting --> Configuration --> Taxes`. From this menu, you
get all the taxes you can use: sales taxes and purchase taxes.
.. image:: media/create01.png
:align: center
* Choose a scope: Sales, Purchase or None (e.g. deprecated tax).
* Select a computation method:
* **Fixed**: eco-taxes, etc.
* **Percentage of Price**: most common (e.g. 15% sales tax)
* **Percentage of Price Tax Included**: used in Brazil, etc.
* **Group of taxes**: allows to have a compound tax
.. image:: media/create02.png
:align: center
* If you use Odoo Accounting, set a tax account (i.e. where the tax journal item will be
posted). This field is optional, if you keep it empty, Odoo posts
the tax journal item in the income account.
.. tip::
If you want to avoid using a tax, you can not delete it because the tax
is probably used in several invoices. So, in order to avoid users to
continue using this tax, you should set the field *Tax Scope* to *None*.
.. note::
If you need more advanced tax mechanism, you can install the
module **account_tax_python** and you will be able to define new taxes
with Python code.
Advanced configuration
======================
* **Label on Invoices**: a short text on how you want this tax to be
printed on invoice line. For example, a tax named "15% on
Services" can have the following label on invoice "15%".
* **Tax Group**: defines where this tax is summed in the invoice footer.
All the tax belonging to the same tax group will be grouped on
the invoice footer. Examples of tax group: VAT, Retention.
* **Include in Analytic Cost**: the tax is counted as a cost and, thus,
generate an analytic entry if your invoice uses analytic
accounts.
* **Tags**: are used for custom reports. Usually, you can keep this field
empty.
.. seealso::
* :doc:`fiscal_positions`
* :doc:`tax_included`

View File

@ -2,7 +2,7 @@
Default Taxes
=============
**Default Taxes** define which :doc:`taxes <create>` are automatically selected when there is no
**Default Taxes** define which :doc:`taxes <taxes>` are automatically selected when there is no
other indication about which tax to use. For example, Odoo prefills the **Taxes** field with the
Default Taxes when you create a new product or add a new line on an invoice.
@ -35,6 +35,6 @@ To change your **Default Taxes**, go to :menuselection:`Accounting --> Configura
.. seealso::
- :doc:`create`
- :doc:`taxes`
- :doc:`fiscal_positions`
- :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`
- :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`

View File

@ -106,6 +106,6 @@ To manually select which Fiscal Position to use for a new Sales Order, Invoice,
.. seealso::
* :doc:`create`
* :doc:`taxes`
* :doc:`taxcloud`
* :doc:`B2B_B2C`

Binary file not shown.

Before

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 16 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.9 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 2.7 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.3 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 5.7 KiB

View File

@ -67,4 +67,4 @@ The printed invoice will show the different amounts in each tax group.
.. seealso::
* :doc:`create`
* :doc:`taxes`

View File

@ -1,41 +0,0 @@
=======================
Set tax-included prices
=======================
In most countries, B2C prices are tax-included. To do that in Odoo, check
*Included in Price* for each of your sales taxes in
:menuselection:`Accounting --> Configuration --> Accounting --> Taxes`.
.. image:: media/tax_included.png
:align: center
This way the price set on the product form includes the tax. As an example,
let's say you have a product with a sales tax of 10%. The sales price on
the product form is $100.
- If the tax is not included in the price, you will get:
- Price without tax: $100
- Taxes: $10
- Total to pay: $110
- If the tax is included in the price
- Price without tax: 90.91
- Taxes: $9.09
- Total to pay: $100
You can rely on following documentation if you need both tax-included (B2C) and
tax-excluded prices (B2B): :doc:`B2B_B2C`.
Show tax-included prices in eCommerce catalog
=============================================
By default prices displayed in your eCommerce catalog are tax-excluded. To display
it in tax-included, check *Show line subtotals with taxes included (B2C)* in
:menuselection:`Sales --> Configuration --> Settings` (Tax Display).

View File

@ -0,0 +1,282 @@
=====
Taxes
=====
There are numerous types of **taxes**, and their application varies greatly, depending mostly on
your company's localization. To make sure they are recorded with accuracy, Odoo's tax engine
supports all kinds of uses and computations.
.. _taxes/list_activation:
Activate Sales Taxes from the List view
=======================================
As part of your :doc:`Fiscal Localization Package
<../../fiscal_localizations/overview/fiscal_localization_packages>`, most of your country's sales
taxes are already preconfigured on your database. However, only a few of them are activated by
default, so that you can activate only the ones relevant for your business.
To activate Sale Taxes, go to :menuselection:`Accounting --> Configuration --> Taxes` and use the
*Activate* toggle button to activate or deactivate a tax.
.. image:: media/taxes-list.png
:align: center
:alt: Activate pre-configured taxes in Odoo Accounting
.. _taxes/configuration:
Configuration
=============
To edit or create a **Tax**, go to :menuselection:`Accounting --> Configuration --> Taxes` and open
a tax or click on *Create*.
.. image:: media/taxes-edit.png
:align: center
:alt: Edition of a tax in Odoo Accounting
.. _taxes/labels:
.. important::
Taxes have three different labels, each one having a specific use. Refer to the following table to
see where they are displayed.
+------------------+-------------------------+-------------------------+
| :ref:`Tax Name | :ref:`Label on Invoice | :ref:`Tax Group |
| <taxes/name>` | <taxes/label-invoices>` | <taxes/tax-group>` |
+==================+=========================+=========================+
| Back end | *Taxes* column on | Above the *Total* line |
| | exported invoices | on exported invoices |
+------------------+-------------------------+-------------------------+
Basic Options
-------------
.. _taxes/name:
Tax Name
~~~~~~~~
The **Tax Name** as you want to display it for backend users. This is the :ref:`label
<taxes/labels>` you see while editing Sales Orders, Invoices, Products, etc.
.. _taxes/computation:
Tax Computation
~~~~~~~~~~~~~~~
- **Group of Taxes**
The tax is a combination of multiple sub-taxes. You can add as many taxes you want, in the order
you want them to be applied.
.. important::
Make sure that the tax sequence is correct, as the order in which they are may impact the
taxes' amounts computation, especially if one of the taxes :ref:`affects the base of the
subsequent ones <taxes/base-subsequent>`.
- **Fixed**
The tax has a fixed amount in the default currency. The amount remains the same, regardless of the
Sales Price.
For example, a product has a Sales Price of $1000, and we apply a *$10 fixed* tax. We then have:
+-------------+-------------+----------+----------+
| Product's | Price | Tax | Total |
| Sales Price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 1,000 | 10 | 1,010.00 |
+-------------+-------------+----------+----------+
- **Percentage of Price**
The *Sales Price* is the taxable basis: the tax's amount is computed by multiplying the Sales
Price by the tax's percentage.
For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax. We then
have:
+-------------+-------------+----------+----------+
| Product's | Price | Tax | Total |
| Sales Price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 1,000 | 100 | 1,100.00 |
+-------------+-------------+----------+----------+
- **Percentage of Price Tax Included**
The *Total* is the taxable basis: the tax's amount is a percentage of the Total.
For example, a product has a Sales Price of $1000, and we apply a *10% of Price Tax Included* tax.
We then have:
+-------------+-------------+----------+----------+
| Product's | Price | Tax | Total |
| Sales Price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 1,000 | 111.11 | 1,111.11 |
+-------------+-------------+----------+----------+
.. _taxes/active:
Active
~~~~~~
Only **Active** taxes can be added to new documents.
.. important::
It is not possible to delete taxes that have already been used. Instead, you can deactivate them
to prevent future use.
.. note::
This field can be modified from the *List View*. See :ref:`above <taxes/list_activation>` for
more information.
.. _taxes/scope:
Tax Scope
~~~~~~~~~
The **Tax Scope** determines the tax's application, which also restricts where it is displayed.
- **Sales**: Customer Invoices, Product's Customer Taxes, etc.
- **Purchase**: Vendor Bills, Product's Vendor Taxes, etc.
- **None**
.. tip::
You can use **None** for taxes that you want to include in a :ref:`Group of Taxes
<taxes/computation>` but that you don't want to list along with other Sales or Purchase taxes.
.. _taxes/definition-tab:
Definition tab
--------------
Allocate with precision the amount of the taxable basis or percentages of the computed tax to
multiple accounts and Tax Grids.
.. image:: media/taxes-definition.png
:align: center
:alt: Allocate tax amounts to the right accounts and tax grids
- **Based On**:
- Base: the price on the invoice line
- % of tax: a percentage of the computed tax.
- **Account**: if defined, an additional Journal Item is recorded.
- **Tax Grids**: used to generate :doc:`Tax Reports <../../reporting/declarations/tax_returns>`
automatically, according to your country's regulations.
.. _taxes/advanced-tab:
Advanced Options tab
--------------------
.. _taxes/label-invoices:
Label on Invoices
~~~~~~~~~~~~~~~~~
The label of the tax, as displayed on each invoice line in the **Taxes** column. This is the
:ref:`label <taxes/labels>` visible to *front end* users, on exported invoices, on their Customer
Portals, etc.
.. image:: media/taxes-invoice-label.png
:align: center
:alt: The Label on Invoices is displayed on each invoice line
.. _taxes/tax-group:
Tax Group
~~~~~~~~~
Select to which **Tax Group** the tax belongs. The Tax Group name is the :ref:`label
<taxes/labels>` displayed above the *Total* line on exported invoices, and the Customer Portals.
Tax groups include different iterations of the same tax. This can be useful when you must record
differently the same tax according to :doc:`Fiscal Positions <fiscal_positions>`.
.. image:: media/taxes-invoice-tax-group.png
:align: center
:alt: The Tax Group name is different from the Label on Invoices
In the example above, we see a 0% tax for Intra-Community customers in Europe. It records amounts on
specific accounts and with specific tax grids. Still, to the customer, it is a 0% tax. That's why
the :ref:`Label on the Invoice <taxes/label-invoices>` indicates *0% EU*, and the Tax Group name,
above the *Total* line, indicates *0%*.
.. _taxes/analytic-cost:
Include in Analytic Cost
~~~~~~~~~~~~~~~~~~~~~~~~
With this option activated, the tax's amount is assigned to the same **Analytic Account** as the
invoice line.
.. _taxes/included-in-price:
Included in Price
~~~~~~~~~~~~~~~~~
With this option activated, the total (including the tax) equals the **Sales Price**.
:dfn:`Total = Sales Price = Computed Tax-Excluded price + Tax`
For example, a product has a Sales Price of $1000, and we apply a *10% of Price* tax, which is
*included in the price*. We then have:
+-------------+-------------+----------+----------+
| Product's | Price | Tax | Total |
| Sales Price | without tax | | |
+=============+=============+==========+==========+
| 1,000 | 900.10 | 90.9 | 1,000.00 |
+-------------+-------------+----------+----------+
.. note::
If you need to define prices accurately, both tax-included and tax-excluded, please refer to the
following documentation: :doc:`B2B_B2C`.
.. note::
- **Invoices**: By default, the Line Subtotals displayed on your invoices are *Tax-Excluded*. To
display *Tax-Included* Line Subtotals, go to :menuselection:`Accounting --> Configuration -->
Settings --> Customer Invoices`, and select *Tax-Included* in the **Line Subtotals Tax
Display** field, then click on *Save*.
- **eCommerce**: By default, the prices displayed on your eCommerce website are *Tax-Excluded*.
To display *Tax-Included* prices, go to :menuselection:`Website --> Configuration --> Settings
--> Pricing`, and select *Tax-Included* in the **Product Prices** field, then click on *Save*.
.. _taxes/base-subsequent:
Affect Base of Subsequent Taxes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
With this option, the total tax-included becomes the taxable basis for the other taxes applied to
the same product.
You can configure a new :ref:`Group of Taxes <taxes/computation>` to include this tax, or add it
directly to a product line.
.. image:: media/taxes-subsequent-line.png
:align: center
:alt: The eco-tax is taken into the basis of the 21% VAT tax
.. warning::
The order in which you add the taxes on a product line has no effect on how amounts are computed.
If you add taxes directly on a product line, only the tax sequence determines the order in which
they are applied.
To reorder the sequence, go to :menuselection:`Accounting --> Configuration --> Taxes`, and drag
and drop the lines with the handles next to the tax names.
.. image:: media/taxes-list-sequence.png
:align: center
:alt: The taxes' sequence in Odoo determines which tax is applied first
.. seealso::
- :doc:`fiscal_positions`
- :doc:`B2B_B2C`
- :doc:`taxcloud`
- :doc:`../../reporting/declarations/tax_returns`

View File

@ -35,4 +35,18 @@ respective tag (available in *Edit* mode), and selecting the right information i
:alt: Example of a scanned bill in Odoo Accounting
.. note::
The more bills you scan, the better the system gets at identifying the correct data.
The more bills you scan, the better the system gets at identifying the correct data.
Pricing
=======
| The *Bill Digitalization* is an *In-App Purchase (IAP)* service which requires prepaid credits to
work. Digitalizing one document consumes one credit.
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Bill
Digitalization` and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and
click on *View My Services*.
.. important::
- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
credits to test the feature.
- Click `here <https://iap.odoo.com/privacy#header_4>`_ to know about our *Privacy Policy*.

View File

@ -8,5 +8,6 @@ Customer Payments
customer_payments/recording
customer_payments/online_payment
customer_payments/check
customer_payments/batch
customer_payments/batch_sdd
customer_payments/followup

View File

@ -0,0 +1,100 @@
==================================================
Batch Payments: Batch Deposits (checks, cash etc.)
==================================================
A **Batch Deposit** groups multiple payments in a single batch. This allows you to deposit several
payments into your bank account with a single transaction. This is particularly useful to deposit
cash and checks.
This feature allows you to list several customer payments and print a **deposit slip**. This ticket
contains the details of the transactions and a reference to the batch deposit. You can then select
this reference during a bank reconciliation to match the single bank statement line with all the
transactions listed in the batch deposit.
Configuration
=============
To activate the feature, go to :menuselection:`Accounting --> Configuration --> Settings -->
Customer Payments`, activate **Batch Payments**, and click on *Save*.
Payment Method Types
--------------------
To record new payments as part of a Batch Deposit, you have to configure first the Journal on which
you record them.
To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open the Journal
you want to edit, click on *Edit*, and open the *Advanced Settings* tab. In the *Payment Method
Types* section, enable **Batch Deposit**, and click on *Save*.
.. image:: media/batch-journal-settings.png
:align: center
:alt: Payment Method Types in a journal's advanced settings
.. note::
Your main bank accounts are automatically configured to process batch payments when you activate
the feature.
Deposit multiple payments in batch
==================================
Record payments to deposit in batch
-----------------------------------
:doc:`Register the payments <recording>` on the bank account on which you plan to deposit them by
opening the *Customer Invoice* for which you received a payment, and clicking on *Register Payment*.
There, select the appropriate Journal linked to your bank account and select *Batch Deposit* as
Payment Method.
.. image:: media/batch-register-payment.png
:align: center
:alt: Registering a customer payment as part of a Batch Deposit in Odoo Accounting
Do this step for all checks or payments you want to process in batch.
.. note::
Make sure to write the payment reference in the **Memo** field.
Add payments to a Batch Deposit
-------------------------------
To add the payments to a Batch Deposit, go to :menuselection:`Accounting --> Customers --> Batch
Payments`, and click on *Create*. Next, select the Bank and Payment Method, then click on *Add a
line*.
.. image:: media/batch-new-inbound.png
:align: center
:alt: Filling out a new Inbound Batch Payment form on Odoo Accounting
Select all payments to include in the current Batch Deposit and click on *Select*. You can also
record a new payment and add it to the list by clicking on *Create*.
.. image:: media/batch-payments-selection.png
:align: center
:alt: Selection of all payments to include in the Batch Deposit
Once done, click on *Validate* to finalize your Batch Deposit. You can then click on *Print* to
download a PDF file to include with the deposit slip that the bank usually requires to fill out.
Bank Reconciliation
-------------------
Once the bank statements are on your database, you can reconcile the bank statement line with the
*Batch Payment* reference. To do so, start your **Bank Reconciliation** by going to your Accounting
dashboard and clicking on *Reconcile Items* on the related bank account. At the bank statement line,
click on *Choose counterpart or Create Write-off* to display more options, open the *Batch Payments*
tab, and select your Batch Payment. All related payments are automatically added.
.. note::
The *Batch Payments* tab won't appear if a Partner is selected for this bank statement line.
.. image:: media/batch-bank-reconciliation.png
:align: center
:alt: Reconciliation of the Batch Payment with all its transactions
If a check, or a payment, couldn't be processed by the bank and is missing, remove the related
payment before validating the bank reconciliation.
.. seealso::
- :doc:`recording`
- :doc:`batch_sdd`

View File

@ -147,6 +147,7 @@ Finally, upload this file to your online banking interface to process the paymen
:menuselection:`Accounting --> Configuration --> Customers --> Batch Payments`.
.. seealso::
* :doc:`batch`
* :doc:`../../bank/setup/bank_accounts`
* `Odoo Academy: SEPA Direct Debit Mandates (SDD) <https://www.odoo.com/r/Zxs>`_
* `List of all SEPA countries

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 4.8 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.5 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.0 KiB

View File

@ -120,6 +120,6 @@ with the amount you have to pay or be refunded.
above.
.. seealso::
* :doc:`../../fiscality/taxes/create`
* :doc:`../../fiscality/taxes/taxes`
* :doc:`../../overview/getting_started/setup`
* :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`

View File

@ -57,6 +57,7 @@ Applications
sales
purchase
accounting
subscriptions
project
timesheets
planning

View File

@ -7,6 +7,6 @@ Collect taxes
../../accounting/fiscality/taxes/default_taxes
../../accounting/fiscality/taxes/fiscal_positions
../../accounting/fiscality/taxes/tax_included
../../accounting/fiscality/taxes/taxes
../../accounting/fiscality/taxes/taxcloud

View File

@ -7,4 +7,5 @@ Events
.. toctree::
:titlesonly:
events/overview
events/integrations

11
events/overview.rst Normal file
View File

@ -0,0 +1,11 @@
========
Overview
========
.. toctree::
:titlesonly:
overview/create_event
overview/tickets
overview/track_attendees
overview/track_talks

View File

@ -0,0 +1,101 @@
=======================
Create your First Event
=======================
Some of the reasons why hosting events is essential are:
- To create an engaging experience with your audience;
- To generate word of mouth about your company;
- To allow networking;
- To provide an opportunity for sales representatives to walk their prospects through the product
and even their pipeline.
Get started
===========
Under the menu *Events*, have a view of all existing events and some key information, such as the
number of expected and confirmed attendees.
.. image:: media/events_dashboard.png
:align: center
:alt: Overview of events with the kanban view in Odoo Events
To start a new one, click on *Create* and fill in the form with all the needed information. Enable
*Website Menu* to have the menus *Introduction*, *Location*, and *Register* being shown on your
events website page.
.. image:: media/website_menu_field.png
:align: center
:alt: View of an event's form emphasizing the option website menu in Odoo Events
To personalize these pages, click on *Edit* to open the
`website builder <https://www.odoo.com/slides/slide/website-basics-643?fullscreen=1>`_, and edit
content by dragging and dropping blocks.
.. image:: media/website_edit.png
:align: center
:alt: View of an event's website page emphasizing the edit button for Odoo Events
Tab: Tickets
------------
| Go to :menuselection:`Events --> Configuration --> Settings` and enable
:doc:`Tickets and Online Ticketing <tickets>`.
| Now, under the *Tickets* Tab, add lines to include the different ticket types you offer. Include
the price, the start and end dates for registrations, and even the maximum number of tickets that
can be sold.
| The *Reserved Seats* and *Unconfirmed Seat Reservations* are counted as attendees are marked as
:doc:`confirmed <track_attendees>` or not.
.. image:: media/tickets_tab.png
:align: center
:alt: View of an event form emphasizing the tab tickets in Odoo Events
Tab: Communication
------------------
| Choose the email and/or SMS message template, as well as the frequency with which you would like
to communicate with your attendees under the tab *Communication*.
| Create a template on the fly or choose an existing one. Define the *Interval* (2, 7, 15..) for the
*Unit* (days, hours, weeks, etc.), and the *Trigger* action (after registration, after the event,
etc.).
.. image:: media/communication_tab.png
:align: center
:alt: View of an event form and the tab communication in Odoo Events
Tab: Questions
--------------
| Go to :menuselection:`Configuration --> Settings` and enable *Questions*.
| Now, under the tab *Questions*, edit your questions and answers, choosing if you would like your
questionnaire to be asked per order or per registration.
| Example of a registration for 3 attendees: if enabling the option *Ask each attendee*,
the questionnaire is shown 3 times, meaning that answers can vary for each attendee; if *Ask each
attendee* is not enabled, the questionnaire is shown once, resulting in a global answer.
.. image:: media/questions_tab.png
:align: center
:alt: View of an event form and a questions window opened in Odoo Events
Once your event is *Confirmed*, you can manage attendees badges, and mark the event as
*Finished*. Events marked as *Finished* can be *Set to draft*, putting the event back to an
*Unconfirmed* stage from which it can be edited and used again.
.. image:: media/set_to_draft.png
:align: center
:alt: View of an events form emphasizing the option set to draft in Odoo Events
Publish your event
------------------
*Go to Website* and turn *Published* on.
.. image:: media/publish_event.png
:align: center
:alt: View of a website page and the option to publish the event in Odoo Events
.. seealso::
- :doc:`track_attendees`
- :doc:`tickets`
- :doc:`track_talks`

Binary file not shown.

After

Width:  |  Height:  |  Size: 68 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 40 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 42 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 35 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 74 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 74 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 33 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 215 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 56 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 59 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 30 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 116 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 40 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 62 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 72 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 51 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 128 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 107 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 20 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 137 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 106 KiB

View File

@ -0,0 +1,53 @@
===============
Selling Tickets
===============
If you automate processes, you save time. If you give attendees multiple payment options to choose
from, you allow flexibility and open margins for more registrations to happen.
Configuration
=============
| Go to :menuselection:`Configuration --> Settings` and activate *Tickets* and *Online Ticketing*.
| *Tickets* allow tickets to be sold :ref:`events/create_event/through_sales_orders`. *Online
Ticketing* allows the sale of tickets to happen :ref:`events/create_event/through_the_website`.
.. image:: media/registration_tickets_online.png
:align: center
:alt: View of the settings page for Odoo Events
.. _events/create_event/through_sales_orders:
Through Sales Orders
--------------------
On the *Sales* application, choose the event product you created and add it as a product line. A
window pops-up, allowing you to choose the event for which you want to create the sales order.
.. image:: media/ticket_sales_order.png
:align: center
:alt: View of a sales order and the option to choose the event as the product line in Odoo Events
.. important::
Remember to create a product form for the event registration, under *Product*, in the *Sales*
application, and to add that same product under your events form.
.. image:: media/tickets_product.png
:align: center
:alt: View of an event form highlighting the column product under the tab tickets in Odoo
Events
.. _events/create_event/through_the_website:
Through the Website
-------------------
On the website, once tickets are added to the cart, the user can continue the transaction choosing
among the payment methods you chose to have available.
.. image:: media/website_ticket_transaction.png
:align: center
:alt: View of website transaction for Odoo Events
.. seealso::
- :doc:`../../general/payment_acquirers/payment_acquirers`

View File

@ -0,0 +1,46 @@
====================
Track your Attendees
====================
Attendees are at the heart of your event. Keeping track of their number and managing their
registration and attendance is necessary for planning and analyzing reasons.
Attendees list and attendance
=============================
| Once attendees have registered or bought their tickets, they are added to the *Attendees* list.
| Tickets sold through sales orders validate attendees as soon as the quotation is confirmed.
.. image:: media/attendees.png
:align: center
:alt: Overview of events with the kanban view in Odoo Events
The check mark button is used to confirm the registration. Once a registration is confirmed,
attendance can be marked.
.. image:: media/attendees_registration.png
:align: center
:alt: Overview of events with the kanban view in Odoo Events
Bagdes and cancellations
------------------------
On the attendees form, choose to send badges manually by clicking on *Send By Email*. *Cancel
Registration* to have that attendee being moved to the *Cancelled* stage.
.. image:: media/emails_and_cancel_registration.png
:align: center
:alt: View of an attendee form emphasizing the send by email and cancel registration in Odoo
Events
To see a list of your canceled attendees, under *Filters*, add a *Custom Filter* choosing *Status
> is > Cancelled*.
.. image:: media/filters.png
:align: center
:alt: View of a list of the canceled attendees using the filters in Odoo Events
.. seealso::
- :doc:`../integrations/integration_sms`
- :doc:`tickets`
- :doc:`track_talks`

View File

@ -0,0 +1,49 @@
======================
Track and Manage Talks
======================
Allow partners to submit talk proposals so they can share their knowledge and expertise. Good
speakers and talks are what make your event great.
Configuration
=============
| Go to :menuselection:`Events --> Configuration --> Settings` and enable *Schedule & Tracks*.
| Now, in your event's form, once *Website menu* is enabled, the options *Tracks on Website* and
*Track Proposals on Website* become available. Enabling them adds the menus *Talks*,
*Talk Proposals*, and *Agenda* to your website.
.. image:: media/track_proposals_website.png
:align: center
:alt: View of an event form and the options to track and propose speaker in Odoo Events
Besides having the ability to suggest their own talks, the website now allows users to see a list of
the whole agenda and scheduled talks.
.. image:: media/website_menus.png
:align: center
:alt: View of the published website and the menus talks, talk proposal and agenda in Odoo Events
.. tip::
To handle tracks internally and not have the menus *Talks*, *Talk Proposals*, and *Agenda*
online, use the menu *Tracks* individually.
Publishing speaker proposals
----------------------------
Once partners have filled in the appropriate form and submitted their proposals, a new *Proposal* is
instantly created under the menu *Track*.
.. image:: media/proposals_list.png
:align: center
:alt: View of the talks proposals page emphasizing the column proposal in Odoo Events
If the proposal is accepted and can go online, simply open its form and click on *Go to Website*.
From the website page, turn *Published* on.
.. image:: media/publish_speakers.png
:align: center
:alt: View of the website page to publish a proposed talk for Odoo Events
.. seealso::
- :doc:`../integrations/integration_sms`

View File

@ -33,7 +33,7 @@ Here are some examples to configure:
Don't forget to set an expense tax on each expense type
(and an account if you use Odoo Accounting).
It's usually a good practice to use a tax that is configured
with *Tax Included in Price* (see: :doc:`../accounting/fiscality/taxes/tax_included`).
with :ref:`Tax Included in Price <taxes/included-in-price>`.
That way, employees report expenses with
prices including taxes, which is usually the expected behaviour.

View File

@ -81,7 +81,7 @@ Settings --> Transaction Response Settings --> Response/Receipt URLs`, and set t
- | Default Receipt URL:
| *https://[yourcompany.odoo.com]*/**payment/authorize/return**
- | Default Relay Response URL:
| *https://[yourcompany.odoo.com]*/**payment/authorize/return**
| *https://[yourcompany.odoo.com]*/**shop/confirmation**
.. note::
| Failing to complete this step results in the following error:

View File

@ -25,10 +25,16 @@ Ethernet Connection
2. Power on the IoT Box.
3. Then click on the Scan button.
3. Read the Pairing Code from a screen or a receipt printer connected to the IoT Box.
.. image:: media/connect04.png
:align: center
.. image:: media/connect04.png
4. Input the Pairing Code and click on the Pair button.
.. note::
Recent changes in modern web browsers forced us to modify the connection wizard.
If your screen is different from the screenshots, make sure that the
``iot_pairing`` module is installed.
WiFi Connection
~~~~~~~~~~~~~~~
@ -37,35 +43,31 @@ WiFi Connection
2. Copy the token
.. image:: media/connect05.png
:align: center
.. image:: media/connect05.png
1. Connect to the IoT Box WiFi Network (make sure there is no ethernet
3. Connect to the IoT Box WiFi Network (make sure there is no ethernet
cable plugged in your computer).
.. image:: media/connect06.png
:align: center
.. image:: media/connect06.png
4. You will be redirected to the IoT Box Homepage (if it doesn't work,
connect to the IP address of the box). Give a name to your IoT Box (not
required) and paste the token, then click on next.
.. image:: media/connect07.png
:align: center
.. image:: media/connect07.png
.. tip::
If you are on Runbot, do not forget to add the -all or -base in the
token (e.g. this token
**http://375228-saas-11-5-iot-f3f920.runbot16.odoo.com\|4957098401**
should become
**http://375228-saas-11-5-iot-f3f920-all.runbot16.odoo.com\|4957098401**).
.. tip::
If you are on Runbot, do not forget to add the -all or -base in the
token (e.g. this token
**http://375228-saas-11-5-iot-f3f920.runbot16.odoo.com\|4957098401**
should become
**http://375228-saas-11-5-iot-f3f920-all.runbot16.odoo.com\|4957098401**).
5. Choose the WiFi network you want to connect with (enter the password
if there is one) and click on Submit. Wait a few seconds before being
redirected to your database.
.. image:: media/connect08.png
:align: center
.. image:: media/connect08.png
You should now see the IoT Box.

Binary file not shown.

Before

Width:  |  Height:  |  Size: 14 KiB

After

Width:  |  Height:  |  Size: 52 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 18 KiB

After

Width:  |  Height:  |  Size: 10 KiB

View File

@ -102,7 +102,7 @@ You can read the `git-scm.com documentation <https://git-scm.com/book/en/v2/Git-
for more details about the Git submodules.
For instance, if you would like to update your submodules to have their latest revision,
you can follow the chapter
`Pulling in Upstream changes <https://git-scm.com/book/en/v2/Git-Tools-Submodules#_pulling_in_upstream_changes>`_.
`Pulling in Upstream changes <https://git-scm.com/book/en/v2/Git-Tools-Submodules#_pulling_in_upstream_changes_from_the_submodule_remote>`_.
Ignore modules
==============

View File

@ -19,7 +19,7 @@ Stages
Odoo.sh offers three different stages for your branches: production, staging and development.
You can change the stage of a branch by drag and dropping it on the stage section title.
You can change the stage of a branch by drag and dropping it into the stage section title.
.. image:: ./media/interface-branches-stagechange.png
:align: center
@ -107,7 +107,7 @@ After that, they can be automatically garbage collected to make room for new dat
Merging your branches
---------------------
You can merge your branches easily by drag and dropping them on each other.
You can merge your branches easily by drag and dropping them into each other.
.. image:: ./media/interface-branches-merge.png
:align: center

View File

@ -1,11 +1,13 @@
============================================
==========================================
Create a Schedule and Make Encoding Easier
============================================
==========================================
Organize regular schedules or forecast projects in a long term basis. Create shifts to manage your
tasks, assign employees, and stay organized at a high level.
Organize your team by roles
============================
===========================
Go to :menuselection:`Configuration --> Roles --> Create`.
Optionally, go to the *Employees* application, select the respective employee, and under *Work
Information* select the *Default Planning Role*.
@ -15,7 +17,8 @@ Information* select the *Default Planning Role*.
:alt: Roles in Odoo Planning Application
Make shifts recurrent
======================
=====================
While creating a shift, select *Repeat* and configure as needed, saving you from the need
of re-planning it.
@ -23,32 +26,34 @@ of re-planning it.
:align: center
:alt: Repeat shifts in Odoo Planning Application
.. note::
Repeated shifts are generated for the next six months. A modification is possible in developer
mode, from *Settings*.
Repeated shifts are generated for the next six months. A modification is possible in
:doc:`Developer mode <../../general/developer_mode/activate>`, from *Settings*.
.. image:: media/rate_shift_generation.png
:align: center
:alt: Repeat shifts in Odoo Planning Application
.. tip::
To duplicate a shift in the Gantt view, press CTRL + drag and drop.
Save shifts as templates
=========================
If creating a shift on the fly and knowing that you will use that template in the future,
click on *Save as a Template*.
========================
If creating a shift on the fly and know you might use that template in the future, click on *Save as
a Template*.
.. image:: media/cs3.png
:align: center
:alt: Save shift as a Template in Odoo Planning Application
.. tip::
To create a template in advance, go to :menuselection:`Configuration --> Shifts Templates -->
Create`.
Duplicate a planning from the previous week
============================================
===========================================
When in the Gantt view, either under *Schedule by Employee, Role or Project*, instead of re-planning
shifts that have been planned before, simply click on *Copy Previous Week*.
@ -56,7 +61,6 @@ shifts that have been planned before, simply click on *Copy Previous Week*.
:align: center
:alt: Shift recurrency in Odoo Planning Application
.. note::
The integration with the *Time off* and *Employee* applications, show you grayed cells to the
days when the employee does not work and is on vacation time, for example.
days when the employee does not work and is on vacation time, for example.

Binary file not shown.

After

Width:  |  Height:  |  Size: 36 KiB

View File

@ -1,12 +1,14 @@
============================================================
===========================================================
Send Planned Shifts and Give Employees Autonomy Over Shifts
============================================================
===========================================================
If you are not on top of your tasks and shifts you might fall behind, loosing productivity.
Allowing your employees to have a say over shifts helps you to be on top of your workload, and
gives them flexibility.
Publish and send the planned week by email
===========================================
==========================================
Once you have your shifts planned, click on *Send Schedule*. Select *Include Open shift* if
you would like the *Unassigned* shifts to be seen.
@ -15,18 +17,17 @@ you would like the *Unassigned* shifts to be seen.
:alt: Publish and Send planned shifts in Odoo Planning Application
Choose if you just want to *Publish* or *Publish and Send*. If you *Publish and Send*, employees
will get an email that will redirect them to their planned tasks:
get an email that redirects them to their planned tasks:
.. image:: media/sp2.png
:alt: Publish and Send planned shifts in Odoo Planning Application
.. note::
Employees will not be able to see shifts until they have been published.
Let employees unassign themselves from shifts
===============================================
=============================================
Go to *Configuration* and enable *Allow Unassignment*.
From now on, when an employee opens his tasks, he can indicate his unavailability clicking
on *I am unavailable*. The shift will be opened again, allowing someone else to take it.
@ -35,11 +36,9 @@ on *I am unavailable*. The shift will be opened again, allowing someone else to
:align: center
:alt: Allow Unassignment in Odoo Planning Application
.. image:: media/sp4.png
:align: center
:alt: Allow Unassignment in Odoo Planning Application
.. tip::
Employees have portal access; users have access to the database.

View File

@ -38,6 +38,7 @@ sales/sale_amazon.rst sales/amazon_connector.rst # sale_amazon ->
sales/sale_amazon/apply.rst sales/amazon_connector/apply.rst # sale_amazon/* -> amazon_connector/* (#524)
sales/sale_amazon/setup.rst sales/amazon_connector/setup.rst # sale_amazon/* -> amazon_connector/* (#524)
sales/sale_amazon/manage.rst sales/amazon_connector/manage.rst # sale_amazon/* -> amazon_connector/* (#524)
sales/amazon_connector/apply.rst sales/amazon_connector/update.rst # (#728)
sales/sale_ebay.rst sales/ebay_connector.rst # sale_ebay -> ebay_connector (#524)
sales/ebay/setup.rst sales/ebay_connector/setup.rst # ebay/* moved to ebay_connector/* (#524)
sales/ebay/manage.rst sales/ebay_connector/manage.rst # ebay/* moved to ebay_connector/* (#524)
@ -85,6 +86,9 @@ accounting/payables/supplier_bills/bills_or_receipts.rst accounting/payables/sup
accounting/bank/reconciliation/configure.rst accounting/bank/reconciliation/reconciliation_models.rst # configure -> reconciliation_models (#613)
accounting/receivables/customer_payments/credit_cards.rst accounting/receivables/customer_payments/online_payment.rst # credit_cards -> online_payment
accounting/fiscality/taxes/application.rst accounting/fiscality/taxes/fiscal_positions.rst # application -> fiscal_positions
accounting/fiscality/taxes/create.rst accounting/fiscality/taxes/taxes.rst # create -> taxes
accounting/fiscality/taxes/tax_included.rst accounting/fiscality/taxes/taxes.rst # tax_included -> taxes
accounting/bank/misc/batch.rst accounting/receivables/customer_payments/batch.rst # bank/misc/* -> receivables/customer_payments/*
social_marketing/social_marketing.rst social_marketing/overview.rst # social_marketing/* -> overview/* (#578)
@ -153,7 +157,7 @@ helpdesk/close_tickets.rst helpdesk/advanced/close_tickets.rst
helpdesk/invoice_time.rst helpdesk/timesheet_and_invoice/invoice_time.rst # (#565)
helpdesk/reinvoice_from_project.rst helpdesk/timesheet_and_invoice/reinvoice_from_project.rst # (#565)
# Redirections introduced in 13.2 :
# Redirections introduced in 13.3 :
planning/duplicate_a_planning.rst planning/overview/duplicate_a_planning.rst # (#567)
planning/send_planned_shifts.rst planning/overview/send_planned_shifts.rst # (#567)

View File

@ -5,6 +5,7 @@ Amazon Connector
.. toctree::
:titlesonly:
amazon_connector/apply
amazon_connector/features
amazon_connector/setup
amazon_connector/manage
amazon_connector/manage
amazon_connector/update

View File

@ -1,10 +0,0 @@
================================
Apply for Amazon MWS Access Keys
================================
.. _amazon/developer-form:
.. warning::
| The authentication mechanism that previously used MWS keys is no longer authorized by Amazon
and will soon be replaced by another flow.
| This page will be updated accordingly in the coming weeks.

View File

@ -0,0 +1,51 @@
====================================
Amazon Connector: supported features
====================================
The **Amazon Connector** synchronizes the orders between Amazon and your Odoo database, which
reduces considerably the amount of time spent on your Amazon Seller Central dashboard, making your
daily routine a lot easier.
The connector is able to:
- Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and their order items which
include:
- the products name, description and quantity
- the shipping costs for the product
- the gift wrapping charges
- Create on Odoo any missing partner related to an order (contact types supported: contact and
delivery).
- Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid.
- Support multiple seller accounts.
- Support multiple marketplaces per seller account.
+----------------------+----------------------------+-------------------------------------+
| | Fulfilled By Amazon (FBA) | Fulfilled By Merchant (FBM) |
+======================+============================+=====================================+
| **Orders** | Synchronize shipped and | Synchronize unshipped and canceled |
| | canceled orders | orders |
+----------------------+----------------------------+-------------------------------------+
| **Shipping** | - Charges | - Charges |
| | | - Delivery created |
+----------------------+----------------------------+-------------------------------------+
| **Gift Wrapping** | Handled by Amazon | - Gift wrapping charges |
| | | - Gift message |
+----------------------+----------------------------+-------------------------------------+
| **Stock Management** | One stock move created | Handled by the delivery |
| | per sales order item | |
+----------------------+----------------------------+-------------------------------------+
| **Confirmation** | Handled by Amazon | Notify Amazon when confirming |
| | | delivery |
+----------------------+----------------------------+-------------------------------------+
.. note::
The connector is designed to synchronize orders' data as detailed above. Other actions, such as
downloading monthly fees report, handling disputes, or issuing refunds must be managed from
Amazon Seller Central, as usual.
.. seealso::
- :doc:`setup`
- :doc:`manage`

View File

@ -12,12 +12,6 @@ and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the sa
**Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are
created in Odoo if they are not yet registered.
.. note::
If you did not request access to Personally Identifiable Information of your customers in the
:ref:`Developer Registration and Assessment form <amazon/developer-form>`, the customers are
created anonymously (the name, postal address and phone number are omitted) and named
**Amazon Customer**.
When an order is canceled in Amazon and was already synchronized in Odoo, the corresponding sales
order is automatically canceled in Odoo.
@ -31,8 +25,7 @@ order is automatically canceled in Odoo.
.. tip::
To synchronize immediately the orders of your Amazon account switch to
:doc:`Developer mode <../../general/developer_mode/activate>`, head to your Amazon account and
click on **SYNC ORDERS**. The same can be done with order cancellations and pickings by clicking
on **SYNC CANCELLATIONS** and **SYNC PICKINGS**.
click on **SYNC ORDERS**. The same can be done with pickings by clicking on **SYNC PICKINGS**.
Manage deliveries in FBM
========================
@ -98,4 +91,8 @@ reporting for the sales of this account.
remove the marketplace you wish to track separately from the list of synchronized marketplaces.
Then, create another registration for this account and remove all marketplaces, except the one to
isolate from the others. Finally, assign another sales team to one of the two registrations of
your account.
your account.
.. seealso::
- :doc:`features`
- :doc:`setup`

Binary file not shown.

After

Width:  |  Height:  |  Size: 19 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 428 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 19 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 36 KiB

View File

@ -2,16 +2,67 @@
Configure Amazon Connector in Odoo
==================================
Generate an Authorization Token in Seller Central
=================================================
.. _amazon/generate_auth_token:
The Amazon Connector uses an Authorization Token that allows Odoo to fetch data from your Amazon
Seller Central account. This token can be obtained directly through Seller Central in a few clicks
and needs to be set up in your Odoo database configuration.
Connect to your Seller Central account for the marketplace you initially signed
up (e.g. if you created your account on Amazon Germany, go to `Amazon Seller
Central for Germany <https://sellercentral.amazon.de>`_) with an administrator account.
.. note::
You might need to use the *main* (or first) administrator account and not one
added subsequently.
In the main menu, select :menuselection:`Apps & Services --> Manage Your Apps`;
in the page that displays, click on the ``Authorize new developper`` button:
.. image:: ./media/seller_central_apps.png
:align: center
Fill in the form depending on your Marketplace:
.. image:: ./media/seller_central_form.png
:align: center
If your seller account is registered in the **North America** region, use these values:
- Developer's Name: ``Odoo S.A.``
- Developer ID: ``586127723692``
For the **Europe** region, use these values:
- Developer's Name: ``Odoo S.A.``
- Developer ID: ``579095187166``
Amazon will then inform you that by submitting the form, you are giving access
to your Seller Central Information to Odoo S.A.
.. note::
Odoo S.A. is unable to access your Amazon account's information without the
Authorization Token which is stored in your Odoo database - we do not store
these tokens on our platform directly and are therefore unable to access
your account's information outside of the Amazon Connector normal flows.
Register your Amazon account in Odoo
====================================
.. _amazon/setup:
To register your seller account in Odoo, navigate to :menuselection:`Sales --> Configuration
--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts` and click on **CREATE**.
The **Seller ID** can be found in Seller Central under the link **Your Merchant Token** on the
**Seller Account Information** page. The **Access Key** and the **Secret Key** can be found in
Developer Central (where the :ref:`Developer Registration and Assessment form
<amazon/developer-form>` was located).
**Seller Account Information** page. The **Authorization Token** is the one you generated in the
:ref:`previous step <amazon/generate_auth_token>`.
Upon saving, your credentials are checked. In case of issues, an error will be displayed - the
information cannot be saved until your credentials are recognized by Amazon.
Once the account is registered, the marketplaces available to this account are synchronized and
listed under the **Marketplaces** tab. If you wish, you can remove some items from the list of
@ -62,4 +113,50 @@ the subtotals between Seller Central and Odoo.
.. note::
As Amazon does not necessarily apply the same taxes as those configured in Odoo, it may happen
that order totals differ by a few cents from that on Seller Central. Those differences can be
resolved with a write-off when reconciling the payments in Odoo.
resolved with a write-off when reconciling the payments in Odoo.
Add an unsupported marketplace to the Amazon Connector
======================================================
Some Amazon Marketplaces, such as Amazon Brazil or Amazon Netherlands, are
not included by default in the Amazon Connector list of possible marketplaces.
These marketplaces can be added manually should you wish to use them.
.. important::
These marketplaces are not officially supported by Odoo - there is no guarantee
that adding a new marketplace as described here will work, nor can this be considered
as a bug when contacting Odoo Support.
.. note::
Amazon marketplaces are only supported in the European and North American region;
though Amazon includes Brazil with the North American region and India in the
European region, so your mileage may vary; check the `Amazon Documentation
<https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_
to know to which region your marketplace belongs.
To add a new marketplace, you must first enable
:doc:`Developer mode <../../general/developer_mode/activate>`.
Once that is done, go to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync -->
Amazon Marketplaces`.
From there, you can create a new marketplace record. You will need the Marketplace ID and Endpoint for your
marketplace as described in the
`Amazon Documentation <https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_.
Set the name of the record to ``Amazon.<domain>`` to easily retrieve it. The **Code**, **Domain** and
**API Identifier** fields should contain the *Country Code*, *Amazon MWS Endpoint* and *MarkteplaceId*
values from the Amazon Documentation respectively.
Once the marketplace is saved, you should then update the Amazon Account configuration by going to
:menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`,
open the account on which you wish to use the new marketplace, go to the **Marketplaces** tab and click
on **Update available marketplaces** (an animation should confirm the success of the operation). You can then
edit the Amazon Account to add the new marketplace in the list of synchronized marketplaces - if the new
marketplace is not available in the list, it means it is either incompatible with the account's region or
simply that it is not supported by the Amazon Connector.
.. seealso::
- :doc:`features`
- :doc:`manage`

View File

@ -0,0 +1,75 @@
==================================================
Install the Amazon Connector Authentication Update
==================================================
Starting July 2020, the Amazon Connector requires the use of a new authentication
method that makes it easier for you to set up the Connector.
Prior to the update, Odoo customers who wished to use the Amazon Connector had
to apply to get developer credentials through Amazon, which was a painful and long
process that could take weeks. This method of authentication is still technically
possible, but Amazon will refuse to provide developer credentials for Odoo customers
from July 2020 onwards and will deactivate such credentials for existing customers.
This documentation will help you install the update and use the new authentication
flow.
Note that if your Odoo database was first created after the update was released, the
update module is installed automatically. You can check if this module is already installed
by going to the **Apps** menu, removing the ``Apps`` search facet and search for ``amazon``.
If the module **Amazon/Authentication Patch** is present and marked as installed, your Odoo
database is already up-to-date and you can proceed with the :doc:`setup <setup>` step
of the Amazon Connector.
Update Odoo to the latest release
=================================
The new authentication mechanism is made available through a new Odoo module; to
be able to install it, you must make sure that your Odoo source code is up-to-date.
If you use Odoo on Odoo.com or Odoo.sh platform, your code is already up-to-date and
you can proceed to the next step.
If you use Odoo with an on-premise setup or through a partner, then you must update
your installation as detailed in
`this documentation page <https://www.odoo.com/documentation/13.0/setup/update.html>`_
or by contacting your integrating partner.
Update the list of available modules
====================================
New modules must be *discovered* by your Odoo instance to be available in the **Apps**
menu.
To do so, activate the :doc:`Developer Mode <../../../general/developer_mode/activate>`, and go to
:menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation.
Install the Amazon/Authentication Patch
=======================================
.. warning::
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
can be created from the database management page as explained in
:doc:`this documentation page <../../db_management/db_online>`. For
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
more information regarding how to test a new module in your particular setup.
The module should now be available in your **Apps** menu. Remove the ``Apps`` search facet
and search for ``amazon``; the module **Amazon/Authentication Patch** should be available for
installation. If you cannot find the module after having updated the list of available
modules, it means your Odoo source code is not up-to-date; refer to step one of this
page.
.. image:: ./media/auth_module.png
:align: center
Once the module is installed, you will need to generate an Authorization Token in Amazon
Seller Central and set it up on your Amazon Account in Odoo; this process is detailed
in the :doc:`setup <setup>` page.
.. seealso::
- :doc:`features`
- :doc:`setup`
- :doc:`manage`

View File

@ -7,7 +7,7 @@ Set taxes
../../accounting/fiscality/taxes/default_taxes
../../accounting/fiscality/taxes/fiscal_positions
../../accounting/fiscality/taxes/tax_included
../../accounting/fiscality/taxes/taxes
../../accounting/fiscality/taxes/taxcloud
../../accounting/fiscality/taxes/B2B_B2C

View File

@ -8,4 +8,5 @@ Studio
:titlesonly:
studio/concepts
studio/use_cases
studio/use_cases
studio/how_to

10
studio/how_to.rst Normal file
View File

@ -0,0 +1,10 @@
======
How To
======
.. toctree::
:titlesonly:
how_to/rainbow_man
how_to/reports
how_to/export_import

View File

@ -0,0 +1,28 @@
=========================
Export and Import Modules
=========================
When you do customizations in Odoo Studio, a new module is created in your database, making it easy
to use Studio for prototyping.
To export these customizations, activate Studio on the main dashboard and, under the menu
*Customizations*, click on *Export*. The default filename is *customizations.zip*.
.. image:: media/export_import/customizations_menu.png
:align: center
:alt: View of the menu customizations in Odoo Studio
| The module created contains the definition of custom models and fields, as well as the UI elements
of any customization in an XML format.
| To import and install the customizations in another instance, connect to the destination database,
activate Studio and, under *Customizations*, click on *Import*.
.. image:: media/export_import/import_modules.png
:align: center
:alt: View of the import modules window for Odoo Studio
.. warning::
Studio does not know which apps are customized (because the same view can be modified on
different apps), therefore, it *does not* add the underlying modules as dependencies of the
exported module. In other words, the applications installed on the source database should be
installed on the destination database.

Binary file not shown.

After

Width:  |  Height:  |  Size: 5.1 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 119 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 46 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 13 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 15 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 32 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 41 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 28 KiB

Some files were not shown because too many files have changed in this diff Show More