[MERGE] Forward-port of branch 14.0 to master
@ -47,6 +47,11 @@ file_filter = locale/<lang>/LC_MESSAGES/services.po
|
||||
source_file = locale/sources/services.pot
|
||||
source_lang = en
|
||||
|
||||
[odoo-14-doc.theme]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/sphinx.po
|
||||
source_file = locale/sources/sphinx.pot
|
||||
source_lang = en
|
||||
|
||||
[odoo-14-doc.user_settings]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/settings.po
|
||||
source_file = locale/sources/settings.pot
|
||||
@ -55,4 +60,4 @@ source_lang = en
|
||||
[odoo-14-doc.websites]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/websites.po
|
||||
source_file = locale/sources/websites.pot
|
||||
source_lang = en
|
||||
source_lang = en
|
1
conf.py
@ -130,6 +130,7 @@ github_user = 'odoo'
|
||||
github_project = 'documentation'
|
||||
|
||||
locale_dirs = ['../locale/']
|
||||
templates_path = ['../extensions']
|
||||
|
||||
# custom docname_to_domain to divide the translations of applications in subdirectories
|
||||
sphinx.transforms.i18n.docname_to_domain = (
|
||||
|
@ -78,7 +78,8 @@ You can start using Odoo.sh. Your first build is about to be created. You will s
|
||||
Import your database
|
||||
====================
|
||||
|
||||
You can import your database in your Odoo.sh project as long as this is an Odoo 10.0, 11.0 or above database.
|
||||
You can import your database in your Odoo.sh project as long as it is in a :doc:`supported version
|
||||
</services/support/supported_versions>` of Odoo.
|
||||
|
||||
Push your modules in production
|
||||
-------------------------------
|
||||
|
@ -471,12 +471,12 @@ credit and debit notes, they are set automatically by Odoo:
|
||||
Invoice PDF Report
|
||||
~~~~~~~~~~~~~~~~~~
|
||||
|
||||
After the invoice is Accepted and valdiated by the SII and the PDF is printed it includes the
|
||||
fiscal elements that indicates out document is fiscally valid:
|
||||
Once the invoice is accepted and validated by the SII and the PDF is printed, it includes the
|
||||
fiscal elements that indicate that the document is fiscally valid:
|
||||
|
||||
.. image:: media/Chile22.png
|
||||
:align: center
|
||||
:alt: Barcode and fiscal elements in the invice report.
|
||||
:alt: Barcode and fiscal elements in the invoice report.
|
||||
|
||||
|
||||
Commercial Validation
|
||||
|
@ -36,8 +36,8 @@ Configuration
|
||||
Install the Colombian localization modules
|
||||
------------------------------------------
|
||||
|
||||
For this, go in Apps and search for Colombia. Then click Install for
|
||||
the first two modules.
|
||||
To :ref:`install <general/install>` the modules, go to :menuselection:`Apps`, remove the *Apps*
|
||||
filter and search for "Colombia". Then click on *Install* for the first two modules.
|
||||
|
||||
.. image:: media/colombia02.png
|
||||
:align: center
|
||||
|
@ -59,9 +59,9 @@ In case of non-conformity, your company risks a fine of €7,500.
|
||||
|
||||
To get the certification just follow the following steps:
|
||||
|
||||
* If you use **Odoo Point of Sale**, install the **France - VAT Anti-Fraud Certification for Point
|
||||
of Sale (CGI 286 I-3 bis)** module by going to :menuselection:`Apps`, removing the *Apps* filter,
|
||||
then searching for *l10n_fr_pos_cert*, and installing the module.
|
||||
* If you use **Odoo Point of Sale**, :ref:`install <general/install>` the **France - VAT Anti-Fraud
|
||||
Certification for Point of Sale (CGI 286 I-3 bis)** module by going to :menuselection:`Apps`,
|
||||
removing the *Apps* filter, then searching for *l10n_fr_pos_cert*, and installing the module.
|
||||
|
||||
* Make sure a country is set on your company, otherwise your entries won’t be
|
||||
encrypted for the inalterability check. To edit your company’s data,
|
||||
|
@ -31,7 +31,135 @@ Export from Odoo to Datev
|
||||
It is possible to export your accounting entries from Odoo to Datev. To be able to use this
|
||||
feature, the german accounting localization needs to be installed on your Odoo Enterprise database.
|
||||
Then you can go in :menuselection:`Accounting --> Reporting --> General Ledger` then click on the
|
||||
**Export Datev (csv)** button.
|
||||
**Export Datev (csv)** button.
|
||||
|
||||
.. _germany/pos:
|
||||
|
||||
Point of Sale in Germany: Technical Security System
|
||||
===================================================
|
||||
|
||||
The **Kassensicherungsverordnung** (The Act on Protection against Manipulation of Digital Records)
|
||||
requires that electronic record-keeping systems - including the :doc:`point of sale
|
||||
<../../../../sales/point_of_sale>` systems - must be equipped with a **Technical Security System**
|
||||
(also called **TSS** or **TSE**).
|
||||
|
||||
Odoo offers a service that is compliant with the help of `fiskaly <https://fiskaly.com>`_, a
|
||||
*cloud-based solution*.
|
||||
|
||||
.. important::
|
||||
Since this solution is cloud-based, a working internet connection is required.
|
||||
|
||||
.. note::
|
||||
The only VAT rates allowed are given by fiskaly. You can check these rates by consulting:
|
||||
`fiskaly DSFinV-K API: VAT Definition
|
||||
<https://developer.fiskaly.com/api/dsfinvk/v0/#tag/VAT-Definition>`_.
|
||||
|
||||
Configuration
|
||||
-------------
|
||||
|
||||
Modules installation
|
||||
~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
#. If your database was created before June 2021, :ref:`upgrade <general/upgrade>` your **Point of
|
||||
Sale** app (`point_of_sale`) and the **Restaurant** module (`pos_restaurant`).
|
||||
#. :ref:`Install <general/install>` the **Germany - Certification for Point of Sale**
|
||||
(`l10n_de_pos_cert`) and **Germany - Certification for Point of Sale of type restaurant**
|
||||
(`l10n_de_pos_res_cert`) modules.
|
||||
|
||||
.. tip::
|
||||
If these modules are not listed, :ref:`update the app list <general/install>`.
|
||||
|
||||
.. image:: germany/pos-upgrade.png
|
||||
:align: center
|
||||
:alt: Upgrading Odoo Point of Sale from the Apps dashboard
|
||||
|
||||
Register your company at the financial authority
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
To register your company, go to :menuselection:`Settings --> General Settings --> Companies -->
|
||||
Update Info` and fill out the following fields:
|
||||
|
||||
- **Company name**
|
||||
- Valid **address**
|
||||
- **VAT** number
|
||||
- **St.-Nr** (Steuernummer): this number is assigned by the tax office to every taxable natural or
|
||||
legal person. (e.g., `2893081508152`)
|
||||
- **W-IdNr** (Wirtschafts-Identifikationsnummer): this number is used as a permanent
|
||||
identification number for economically active persons.
|
||||
|
||||
You can then **register your company through fiskaly** by opening the *fiskaly* tab and clicking on
|
||||
the *fiskaly Registration* button.
|
||||
|
||||
.. image:: germany/fiskaly-registration.png
|
||||
:align: center
|
||||
:alt: Button to register a company through fiskaly in Odoo
|
||||
|
||||
Once the registration has been finalized, new fields appear:
|
||||
|
||||
- **fiskaly organization ID** refers to the ID of your company at the fiskaly side.
|
||||
- **fiskaly API key** and **secret** are the credentials the system uses to access the services
|
||||
offered by fiskaly.
|
||||
|
||||
.. image:: germany/fiskaly-keys.png
|
||||
:align: center
|
||||
:alt: fiskaly keys as displayed on Odoo
|
||||
|
||||
.. note::
|
||||
It is possible to request new credentials if there is any issue with the current ones.
|
||||
|
||||
Create and link a Technical Security System to your PoS
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. image:: germany/create-tss.png
|
||||
:align: right
|
||||
:alt: Create TSS option from a point of sale
|
||||
|
||||
To use your point of sale in Germany, you first have to create a :abbr:`TSS (Technical Security
|
||||
System)` for it.
|
||||
|
||||
To do so, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the point
|
||||
of sale you want to edit, then check the box next to **Create TSS** and *Save*.
|
||||
|
||||
.. image:: germany/tss-ids.png
|
||||
:align: right
|
||||
:alt: Example of TSS ID and Client ID from fiskaly in Odoo Point of Sale
|
||||
|
||||
Once the creation of the TSS is successful, you can find your **TSS ID** and **Client ID** under the
|
||||
*fiskaly API* section.
|
||||
|
||||
- **TSS ID** refers to the ID of your TSS at fiskaly's side.
|
||||
- **Client ID** refers to your PoS but at fiskaly's side.
|
||||
|
||||
DSFinV-K
|
||||
--------
|
||||
|
||||
.. image:: germany/dsfinv-k-export.png
|
||||
:align: right
|
||||
:alt: Menu to export DSFinV-K
|
||||
|
||||
Whenever you close a PoS session, the orders' details are sent to the :abbr:`DSFinV-K (Digitale
|
||||
Schnittstelle der Finanzverwaltung für Kassensysteme)` service of fiskaly.
|
||||
|
||||
In case of an audit, you can export the data sent to DSFinV-K by going to :menuselection:`Point of
|
||||
Sale --> Orders --> DSFinV-k exports`.
|
||||
|
||||
These fields are mandatory:
|
||||
|
||||
- **Name**
|
||||
- **Start Datetime** (export data with dates larger than or equal to the given start date)
|
||||
- **End Datetime** (export data with dates smaller than or equal to the given end date)
|
||||
|
||||
Leave the **Point of Sale** field blank if you want to export the data of all your points of sale.
|
||||
Specify a Point of Sale if you want to export this specific PoS' data only.
|
||||
|
||||
The creation of a DSFinV-K export triggers on export at fiskaly's side.
|
||||
|
||||
.. image:: germany/dsfinv-k-export-fields.png
|
||||
:align: center
|
||||
:alt: Pending DSFinV-K export on Odoo
|
||||
|
||||
As you can see, the **State** is *Pending*. This means that the export has been successfully
|
||||
triggered and is being processed. You have to click on *Refresh State* to check if it is ready.
|
||||
|
||||
.. _germany/gobd:
|
||||
|
||||
|
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 7.1 KiB |
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 6.4 KiB |
After Width: | Height: | Size: 2.4 KiB |
After Width: | Height: | Size: 13 KiB |
After Width: | Height: | Size: 11 KiB |
@ -118,6 +118,12 @@ click on *Update information* under your company name.
|
||||
In the resulting form, put your full address (including zip code), RFC (VAT number), and the rest of
|
||||
the data.
|
||||
|
||||
.. important::
|
||||
From a legal point of view, a Mexican company must use the local currency (MXN). Therefore, Odoo
|
||||
does not provide features to manage an alternative configuration. If you want to manage another
|
||||
currency, let MXN be the default currency and use a :doc:`pricelist
|
||||
</applications/sales/sales/products_prices/prices/pricing>` instead.
|
||||
|
||||
.. warning::
|
||||
Make sure that in the address, for the Country field, "Mexico" is chosen from the list of
|
||||
countries that Odoo shows, because if it is entered manually there is a risk of creating a "new
|
||||
|
@ -16,130 +16,107 @@ General
|
||||
general/in_app_purchase
|
||||
general/unsplash
|
||||
|
||||
.. _general/users-features:
|
||||
**Odoo** is a suite of open source business apps that cover all your company needs: :doc:`CRM
|
||||
<sales/crm>`, :doc:`eCommerce <websites/ecommerce>`, :doc:`accounting <finance/accounting>`,
|
||||
:doc:`inventory <inventory_and_mrp/inventory>`, :doc:`point of sale <sales/point_of_sale>`,
|
||||
:doc:`project management <services/project>`, etc. Its unique value proposition is to be at the same
|
||||
time *very easy* to use and *fully integrated*.
|
||||
|
||||
Users and Features
|
||||
==================
|
||||
This section of the documentation covers all functional aspects that aren't app-specific. You can
|
||||
find, for example, information about:
|
||||
|
||||
As the administrator of your database, you are responsible for its usage.
|
||||
This includes the Apps you install as well as the number of users currently
|
||||
in use.
|
||||
- :doc:`general/users` and :doc:`general/users/access_rights`, to configure each user correctly.
|
||||
- :doc:`general/export_import_data`, to transfer data from and to other environments than Odoo or
|
||||
update data.
|
||||
- :doc:`general/payment_acquirers`, to allow your customers to pay with their favorite payment
|
||||
method.
|
||||
- :doc:`general/auth/google`, as an authentication method.
|
||||
|
||||
Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
|
||||
but it is *not* a smartphone. You should apply caution when adding/removing
|
||||
features (especially Apps) on your database since this may impact your
|
||||
subscription amount significantly (or switch you from a free account
|
||||
to a paying one on our online platform).
|
||||
.. important::
|
||||
- | **Installing or uninstalling apps, managing users, etc., is up to you.**
|
||||
| As the administrator of your database, you are responsible for its usage, as you know best
|
||||
how your organization works. This includes the installation or uninstallation of :ref:`apps
|
||||
<general/apps-modules>` as well as the number of :doc:`users <general/users>` currently in
|
||||
use.
|
||||
- | **Odoo apps have dependencies.**
|
||||
| Installing some apps and features with dependencies may also install additional apps and
|
||||
modules that are technically required, even if you won't actively use them.
|
||||
- | **Always test app installation/removal on a duplicate of your database.**
|
||||
| This way, you can know what app dependencies may be required or what data may be erased.
|
||||
|
||||
This section contains some information as to how you can manage your Odoo
|
||||
instances. Before carrying any of these procedures, we **strongly** advise
|
||||
to test them on a duplicate of your database first. That way, if something goes
|
||||
wrong, your day-to-day business is not impacted.
|
||||
.. seealso::
|
||||
- :ref:`Online Database management: Duplicate a database <duplicate_online>`
|
||||
- :ref:`On-premises Database management: Duplicate a database <duplicate_premise>`
|
||||
- `Submit a Support Ticket <https://www.odoo.com/help>`_
|
||||
|
||||
.. note:: You can find guides on how to duplicate your databases both for
|
||||
:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
|
||||
installations.
|
||||
.. _general/apps-modules:
|
||||
|
||||
.. note:: If you have questions about the content of this section or if you
|
||||
encounter an issue while carrying out these procedures, please contact
|
||||
us through our `support form <https://www.odoo.com/help>`__.
|
||||
Apps and modules
|
||||
================
|
||||
|
||||
You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` and :ref:`uninstall
|
||||
<general/uninstall>` all apps and modules from the :menuselection:`Apps` dashboard.
|
||||
|
||||
Deactivating Users
|
||||
------------------
|
||||
By default, an *Apps* filter is applied. If you want to search for modules (including :doc:`Fiscal
|
||||
Localization Packages
|
||||
<finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`), click on
|
||||
*Filters* and select *Extra*.
|
||||
|
||||
.. note:: Make sure you have sufficient **administrative rights** if
|
||||
you want to change the status of any of your users.
|
||||
.. image:: general/apps-search-filter.png
|
||||
:align: center
|
||||
:alt: Add "Extra" filter in Odoo Apps
|
||||
|
||||
In your Odoo instance, click on **Settings**. You will have a section
|
||||
showing you the active users on your database. Click on **Manage Users.**
|
||||
.. warning::
|
||||
Odoo is *not a smartphone*, and its apps shouldn't be installed or uninstalled carelessly. Apply
|
||||
caution when adding or removing apps and modules on your database since this may impact your
|
||||
subscription costs.
|
||||
|
||||
+----------------+----------------+
|
||||
| |settings| | |browse_users| |
|
||||
+----------------+----------------+
|
||||
.. _general/install:
|
||||
|
||||
You'll then see the list of your users.
|
||||
Install apps and modules
|
||||
------------------------
|
||||
|
||||
.. image:: general/list_users.png
|
||||
:align: center
|
||||
Go to :menuselection:`Apps`, and click on the *Install* button of the app you want to install.
|
||||
|
||||
.. note:: The pre-selected filter *Internal Users* shows your paying
|
||||
users (different from the *Portal Users* which are free). If you
|
||||
remove this filter, you'll get all your users (the ones you pay for
|
||||
and the portal ones)
|
||||
.. note::
|
||||
If the module you are looking for is not listed, you can **update the app list**.
|
||||
|
||||
In your list of users, click on the user you want to deactivate. As soon
|
||||
as you are on the userform, click on the Action drop down menu, and
|
||||
then click on Archive.
|
||||
To do so, activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Apps
|
||||
--> Update Apps List` and click on *Update*.
|
||||
|
||||
.. image:: general/deactivate_user.png
|
||||
:align: center
|
||||
.. _general/upgrade:
|
||||
|
||||
Upgrade apps and modules
|
||||
------------------------
|
||||
|
||||
The user is now deactivated.
|
||||
On some occasions, new improvements or app features are added to :doc:`supported versions of Odoo
|
||||
</services/support/supported_versions>`. To be able to use them, you must **upgrade** your app.
|
||||
|
||||
.. danger:: **Never** deactivate the main user (*admin*)
|
||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to upgrade, then on
|
||||
*Upgrade*.
|
||||
|
||||
Uninstalling Apps
|
||||
-----------------
|
||||
.. _general/uninstall:
|
||||
|
||||
.. warning:: Make sure you first test what you are about to do on a
|
||||
:ref:`duplicate <duplicate_online>` of your database before making any
|
||||
changes (*especially* installing/uninstalling apps).
|
||||
Uninstall apps and modules
|
||||
--------------------------
|
||||
|
||||
In your Odoo instance click on **Settings**; in this app, you will be
|
||||
able to see how many applications you have installed. Click on **Browse
|
||||
Apps** to access the list of your installed applications.
|
||||
|
||||
+----------------+----------------+
|
||||
| |settings| | |browse_apps| |
|
||||
+----------------+----------------+
|
||||
|
||||
In your applications' dashboard, you will see all the icons of your
|
||||
applications. Click on the application you want to uninstall. Then, on
|
||||
the form of the application, click on **Uninstall**.
|
||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
|
||||
*Uninstall*.
|
||||
|
||||
.. image:: general/uninstall.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
|
||||
etc. Therefore, the system will give you a warning message to advise
|
||||
you of what is about to be removed. If you uninstall your application,
|
||||
all its dependencies will be uninstalled as well (and the data in them
|
||||
will permanently disappear). If you are sure you still want to uninstall
|
||||
it, then click **Confirm**.
|
||||
|
||||
Last, after having checked the warning message (if any), click **Confirm**.
|
||||
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
|
||||
may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
|
||||
affected by it.
|
||||
|
||||
.. image:: general/uninstall_deps.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
You have finished uninstalling your application.
|
||||
To complete the uninstallation, click on *Confirm*.
|
||||
|
||||
Good to know
|
||||
------------
|
||||
|
||||
* **Uninstalling apps, managing users, etc. is up to you**: no one else can
|
||||
know if your business flow is broken better than you. If we were to uninstall
|
||||
applications for you, we would never be able to tell if relevant data had
|
||||
been removed or if one of your business flow was broken because we *do not
|
||||
know how you work* and therefore cannot validate these kinds of operations.
|
||||
|
||||
* **Odoo Apps have dependencies**: this means that you may need to install
|
||||
modules that you do not actively use to access some features of Odoo
|
||||
you might need. For example, the Website Builder app is needed to be
|
||||
able to show your customer their Quotes in a web page. Even though you
|
||||
might not need or use the Website itself, it is needed for the Online
|
||||
Quotes feature to work properly.
|
||||
|
||||
* **Always test app installation/removal on a duplicate** (or on a
|
||||
free trial database): that way you can know what other apps may
|
||||
be required, etc. This will avoid surprises when uninstalling
|
||||
or when receiving your invoices.
|
||||
|
||||
.. |settings| image:: general/settings_app.png
|
||||
.. |browse_apps| image:: general/browse_apps.png
|
||||
.. |browse_users| image:: general/browse_users.png
|
||||
.. danger::
|
||||
Uninstalling an app also uninstalls all its dependencies and permanently erases their data.
|
||||
|
||||
.. _developer-mode:
|
||||
|
||||
@ -148,8 +125,8 @@ Activate the developer mode (debug mode)
|
||||
|
||||
The developer mode (or debug mode) gives you access to extra and advanced tools.
|
||||
|
||||
Through the Settings application
|
||||
--------------------------------
|
||||
Through the Settings
|
||||
--------------------
|
||||
|
||||
Go to :menuselection:`Settings --> Activate the developer mode`.
|
||||
|
||||
|
BIN
content/applications/general/apps-search-filter.png
Normal file
After Width: | Height: | Size: 5.3 KiB |
@ -1,49 +1,136 @@
|
||||
=======================================================
|
||||
How to allow users to sign in with their Google account
|
||||
=======================================================
|
||||
=============================
|
||||
Google Sign-In Authentication
|
||||
=============================
|
||||
|
||||
- Connect to your Google account and go to the `Google API Dashboard
|
||||
<https://console.developers.google.com/>`_.
|
||||
The **Google Sign-In Authentication** is a useful function that allows your users to sign in to Odoo
|
||||
with their Google account.
|
||||
|
||||
- Click on **Create Project** and enter the project name and other details.
|
||||
This is particularly helpful if your organization uses Google Workforce and you want the employees
|
||||
within your organization to connect to Odoo with their Google Accounts.
|
||||
|
||||
.. image:: media/google01.png
|
||||
:align: center
|
||||
.. _google-sign-in/configuration:
|
||||
|
||||
.. image:: media/google02.png
|
||||
:align: center
|
||||
Configuration
|
||||
=============
|
||||
|
||||
- Click on **Use Google APIs**
|
||||
The integration of the Google sign-in function requires configuration both on Google and on Odoo.
|
||||
|
||||
.. image:: media/google03.png
|
||||
:align: center
|
||||
.. _google-sign-in/api:
|
||||
|
||||
- On the left side menu, select the sub menu **Credentials** (from **API Manager**) then select **OAuth consent screen**.
|
||||
Google API Dashboard
|
||||
--------------------
|
||||
|
||||
.. image:: media/google04.png
|
||||
:align: center
|
||||
#. Go to the `Google API Dashboard <https://console.developers.google.com/>`_.
|
||||
#. Make sure the right project is opened. If you don't have a project yet, click on *Create
|
||||
Project*, fill out the project name and other details of your company, and click on *Create*.
|
||||
|
||||
- Fill in your address, email and the product name (for example odoo) and then save.
|
||||
.. image:: google/new-project-details.png
|
||||
:align: center
|
||||
:alt: Filling out the details of a new project
|
||||
|
||||
.. image:: media/google05.png
|
||||
:align: center
|
||||
.. tip::
|
||||
Choose the name of your own company from the drop-down menu.
|
||||
|
||||
- Then click on **Add Credentials** and select the second option (OAuth 2.0 Client ID).
|
||||
.. _google-sign-in/oauth:
|
||||
|
||||
.. image:: media/google06.png
|
||||
:align: center
|
||||
OAuth consent screen
|
||||
~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. image:: media/google07.png
|
||||
:align: center
|
||||
#. On the left side menu, click on :menuselection:`OAuth consent screen`.
|
||||
|
||||
- Check that the application type is set on **Web Application**. Now configure the allowed pages on which you will be redirected.
|
||||
.. image:: google/consent-selection.png
|
||||
:align: center
|
||||
:alt: Google oauth consent selection menu
|
||||
|
||||
- To achieve this, complete the field **Authorized redirect URIs**. Copy paste the following link in the box: http://mydomain.odoo.com/auth_oauth/signin. Then click on **Create**
|
||||
#. Choose one of the options **(Internal / External)** as instructed, and click on *Create*.
|
||||
|
||||
.. image:: media/google08.png
|
||||
:align: center
|
||||
.. image:: google/consent.png
|
||||
:align: center
|
||||
:alt: Choice of a user type in oauth consent
|
||||
|
||||
.. image:: media/google09.png
|
||||
:align: center
|
||||
#. Fill out your details and domain info, then click on *Save and Continue*.
|
||||
#. On the **Scopes** page, leave all fields as is, and click on *Save and Continue*.
|
||||
|
||||
- Once done, you receive two information (your Client ID and Client Secret). You have to insert your Client ID in the **General Settings**.
|
||||
.. _google-sign-in/credentials:
|
||||
|
||||
Credentials
|
||||
~~~~~~~~~~~
|
||||
|
||||
#. On the left side menu, click on :menuselection:`Credentials`.
|
||||
|
||||
.. image:: google/credentials-button.png
|
||||
:align: center
|
||||
:alt: Credentials button menu
|
||||
|
||||
#. Click on *Create Credentials* and select **OAuth client ID**.
|
||||
|
||||
.. image:: google/client-id.png
|
||||
:align: center
|
||||
:alt: Oauth client id selection
|
||||
|
||||
#. Select **Web Application** as the Application type. Now configure the allowed pages on which you
|
||||
will be redirected.
|
||||
|
||||
In order to achieve this, in the **Authorized redirect URIs** field, enter your database's domain
|
||||
immediately followed by ``/auth_oauth/signin``. For example:
|
||||
``https://mydomain.odoo.com/auth_oauth/signin``, then click on *Create*.
|
||||
|
||||
.. image:: google/create-client-id.png
|
||||
:align: center
|
||||
:alt: Creating oauth client id
|
||||
|
||||
.. _google-sign-in/auth-odoo:
|
||||
|
||||
Google Authentication on Odoo
|
||||
-----------------------------
|
||||
|
||||
.. _google-sign-in/client-id:
|
||||
|
||||
Retrieve the Client ID
|
||||
~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Once you have done the previous steps, two keys are generated on the Google API Dashboard: *Client
|
||||
ID* and *Client Secret*. Copy the *Client ID*.
|
||||
|
||||
.. image:: google/secret-ids.png
|
||||
:align: center
|
||||
:alt: Google OAuth Client ID generated
|
||||
|
||||
.. _google-sign-in/odoo-activation:
|
||||
|
||||
Odoo activation
|
||||
~~~~~~~~~~~~~~~
|
||||
|
||||
#. Go to :menuselection:`Odoo General Settings --> Integrations` and activate **OAuth
|
||||
Authentication**.
|
||||
|
||||
.. note::
|
||||
You may have to log in again after this step.
|
||||
|
||||
#. Go back to :menuselection:`General Settings --> Integrations`, activate **Google
|
||||
Authentication**, then fill out the *Client ID* with the key from the Google API Dashboard, and
|
||||
*Save*.
|
||||
|
||||
.. image:: google/odoo-client-id.png
|
||||
:align: center
|
||||
:alt: Filling out the client id in Odoo settings
|
||||
|
||||
.. _google-sign-in/log-in:
|
||||
|
||||
Log in to Odoo with Google
|
||||
==========================
|
||||
|
||||
To link your Google account to your Odoo profile, click on *Log in with Google* when you are asked
|
||||
to choose a new password.
|
||||
|
||||
.. image:: google/first-login.png
|
||||
:align: center
|
||||
:alt: Reset password screen with "Log in with Google" button
|
||||
|
||||
Existing users must :ref:`reset their password <users/reset-password>` to access the *reset
|
||||
password* page, while new users can directly click on *Log in with Google* instead of choosing a new
|
||||
password.
|
||||
|
||||
.. seealso::
|
||||
- `Google Cloud Platform Console Help - Setting up OAuth 2.0
|
||||
<https://support.google.com/cloud/answer/6158849>`_
|
||||
|
BIN
content/applications/general/auth/google/client-id.png
Normal file
After Width: | Height: | Size: 20 KiB |
BIN
content/applications/general/auth/google/consent-selection.png
Normal file
After Width: | Height: | Size: 6.6 KiB |
BIN
content/applications/general/auth/google/consent.png
Normal file
After Width: | Height: | Size: 22 KiB |
BIN
content/applications/general/auth/google/create-client-id.png
Normal file
After Width: | Height: | Size: 7.7 KiB |
BIN
content/applications/general/auth/google/credentials-button.png
Normal file
After Width: | Height: | Size: 6.5 KiB |
BIN
content/applications/general/auth/google/first-login.png
Normal file
After Width: | Height: | Size: 5.4 KiB |
BIN
content/applications/general/auth/google/new-project-details.png
Normal file
After Width: | Height: | Size: 12 KiB |
BIN
content/applications/general/auth/google/odoo-client-id.png
Normal file
After Width: | Height: | Size: 5.1 KiB |
BIN
content/applications/general/auth/google/secret-ids.png
Normal file
After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 5.8 KiB |
Before Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 6.4 KiB |
Before Width: | Height: | Size: 6.0 KiB |
Before Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 7.9 KiB |
Before Width: | Height: | Size: 9.5 KiB |
Before Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 8.9 KiB |
Before Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 72 KiB |
Before Width: | Height: | Size: 94 KiB |
Before Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 296 KiB |
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 20 KiB |
@ -62,6 +62,17 @@ The *Portal* and *Public* options do not allow you to choose access rights. Memb
|
||||
ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
|
||||
groups.
|
||||
|
||||
.. _users/deactivate:
|
||||
|
||||
Deactivate Users
|
||||
================
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to
|
||||
deactivate, click on *Action*, and then on *Archive*.
|
||||
|
||||
.. danger::
|
||||
**Never** deactivate the main user (*admin*).
|
||||
|
||||
.. _users/passwords-management:
|
||||
|
||||
Passwords management
|
||||
|
@ -1,66 +1,65 @@
|
||||
=======================
|
||||
Manage expiration dates
|
||||
=======================
|
||||
================
|
||||
Expiration Dates
|
||||
================
|
||||
|
||||
In many companies, products have expiration dates and they should be
|
||||
tracked based on those dates. In the food industry, for example,
|
||||
tracking stocks based on expiration dates is mandatory to avoid selling
|
||||
expired products to customers.
|
||||
In many companies, products have expiration dates and they should be managed based on those dates.
|
||||
In the food industry, for example, tracking and managing product stock based on expiration dates is
|
||||
mandatory to avoid selling expired products to customers.
|
||||
|
||||
With Odoo, you can track your products based on their expiration dates,
|
||||
even if they are already tracked by lots or serial numbers.
|
||||
With Odoo, you can track and manage your products based on their expiration dates, even if they are
|
||||
already tracked by lots or serial numbers.
|
||||
|
||||
Configurations
|
||||
==============
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Application configuration
|
||||
-------------------------
|
||||
|
||||
To use expiration dates tracking, open the *Inventory* application and
|
||||
go to :menuselection:`Configuration --> Settings` and activate the *Lots & Serial
|
||||
Numbers* and *Expiration Dates* features.
|
||||
To use expiration date tracking, open the *Inventory* application and go to
|
||||
:menuselection:`Configuration --> Settings` and activate the *Lots & Serial Numbers* and *Expiration
|
||||
Dates* features.
|
||||
|
||||
.. image:: media/expiration_dates_01.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
Product configuration
|
||||
---------------------
|
||||
|
||||
Now, you have the possibility to define different dates in the
|
||||
*inventory tab* of the product form:
|
||||
Now, you can define different dates in the *inventory tab* of the product form:
|
||||
|
||||
- Product Use Time: it’s the number of days before the goods start deteriorating, without being dangerous yet. It will be computed using the lot/serial number;
|
||||
|
||||
- Product Life Time: refers to the number of days before the goods may become dangerous and must not be consumed. It will be computed on the lot/serial number;
|
||||
|
||||
- Product Removal Time: shows the number of days before the goods should be removed from the stock. It will be computed on the lot/serial number;
|
||||
|
||||
- Product Alert Time: refers to the number of days before an alert should be raised on the lot/serial number.
|
||||
- Product Use Time: the number of days before the goods start deteriorating, without being
|
||||
dangerous. This is used to calculate the Best before date on each lot/serial number received.
|
||||
- Product Life Time: the number of days before the goods may become dangerous and must not be
|
||||
consumed. This is used to calculate the Expiration date on each lot/serial number received.
|
||||
- Product Removal Time: shows the number of days before the goods should be removed from the stock.
|
||||
This is used to calculate the Removal date on each lot/serial number received.
|
||||
- Product Alert Time: refers to the number of days before an alert should be raised on the
|
||||
lot/serial number. This is used to calculate the Alert date on each lot/serial number received.
|
||||
Once the Alert date is reached, an Activity is assigned on the relevant lot/serial number to the
|
||||
Responsible user defined on the Product.
|
||||
|
||||
.. image:: media/expiration_dates_02.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
Expiration Date on Lots/Serial Numbers
|
||||
======================================
|
||||
|
||||
When receiving a product in stock, the dates will automatically be
|
||||
updated on the corresponding lot/serial number. This update will be
|
||||
based on the reception date of the product and the times set on the
|
||||
product form.
|
||||
When receiving a product into inventory, the dates will automatically be updated on the
|
||||
corresponding lot/serial number. These updates will be based on the receipt date of the product and
|
||||
the days set on the product form.
|
||||
|
||||
.. image:: media/expiration_dates_03.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
.. image:: media/expiration_dates_04.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
||||
Expiration Alerts
|
||||
=================
|
||||
|
||||
You can access all your expiration alerts from the *inventory* app. To
|
||||
do so, go to :menuselection:`Master Data --> Lots/Serial Numbers`. There, you can use
|
||||
the pre-existing filter that shows all the lots/serial numbers that
|
||||
exceeded their alert date.
|
||||
You can access expiration alerts from the *inventory* app. To do so, go to :menuselection:`Master
|
||||
Data --> Lots/Serial Numbers`. There, you can use the pre-existing filter to show all the
|
||||
lots/serial numbers that have exceeded their respective alert dates.
|
||||
|
||||
.. image:: media/expiration_dates_05.png
|
||||
:align: center
|
||||
:align: center
|
||||
|
@ -11,3 +11,4 @@ Sales
|
||||
sales/sales
|
||||
sales/point_of_sale
|
||||
sales/subscriptions
|
||||
sales/rental
|
||||
|
103
content/applications/sales/rental.rst
Normal file
@ -0,0 +1,103 @@
|
||||
======
|
||||
Rental
|
||||
======
|
||||
|
||||
**Odoo Rental** is a comprehensive solution to manage your rentals.
|
||||
|
||||
From a single view, you can send out quotations, confirm orders, schedule rentals, register when
|
||||
products are picked up and returned, and invoice your customers.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Rental: product page <https://www.odoo.com/app/rental>`_
|
||||
- `Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_
|
||||
|
||||
.. _rental/pricing:
|
||||
|
||||
Rental Pricing
|
||||
==============
|
||||
|
||||
Configuration
|
||||
-------------
|
||||
|
||||
Go to :menuselection:`Rental --> Products`, select or create a product, and click on the product's
|
||||
*Rental* tab. Under *Rental Pricing*, click on *Add a price*. Then choose a *Unit* of time (hours,
|
||||
days, weeks, or months), a *Duration*, and a *Price*. You can add as many price lines as necessary,
|
||||
usually to give out discounts for longer rental durations.
|
||||
|
||||
.. image:: rental/rental-pricing-example.png
|
||||
:align: center
|
||||
:alt: Example of rental pricing configuration in Odoo Rental
|
||||
|
||||
.. tip::
|
||||
Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*. You can also set a
|
||||
*Security Time*, expressed in hours, to make the product temporarily unavailable between two
|
||||
rental orders.
|
||||
|
||||
.. note::
|
||||
If you want to rent a product created outside of the Rental app, do not forget to tick *Can be
|
||||
Rented* under the product's name. By default, this option is ticked when you create a product
|
||||
directly from the Rental app.
|
||||
|
||||
Computing
|
||||
---------
|
||||
|
||||
Odoo always uses two rules to compute the price of a product when you create a rental order:
|
||||
|
||||
#. Only one price line is used.
|
||||
#. The cheapest line is selected.
|
||||
|
||||
.. exercise::
|
||||
Consider the following rental pricing configuration for a product:
|
||||
|
||||
- 1 day: $100
|
||||
- 3 days: $250
|
||||
- 1 week: $500
|
||||
|
||||
A customer wants to rent this product for eight days. What price will they pay?
|
||||
|
||||
After an order is created, Odoo selects the second line as this is the cheapest option. The
|
||||
customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750.
|
||||
|
||||
.. _rental/customer-signature:
|
||||
|
||||
Customer signature
|
||||
==================
|
||||
|
||||
You can ask your customers to sign a rental agreement outlining the arrangement between you and your
|
||||
customers before they pick up products to make sure your products are returned on time and in their
|
||||
original condition. To do so, go to :menuselection:`Rental --> Configuration --> Settings`, activate
|
||||
*Digital Documents*, and *Save*.
|
||||
|
||||
.. image:: rental/digital-documents-settings.png
|
||||
:align: center
|
||||
:alt: Digital Documents settings in Odoo Rental
|
||||
|
||||
.. note::
|
||||
This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, Odoo installs it after
|
||||
activating *Digital Documents*.
|
||||
|
||||
Once the app settings are saved, you have the option to change the default *Rental Agreement* from
|
||||
the dropdown menu. You can pick any document already uploaded to the *Sign* app, or upload a new one
|
||||
to the *Sign* app by clicking on *Upload Template*.
|
||||
|
||||
To request a customer signature, select a confirmed rental order, click on *Sign Documents*, choose
|
||||
the document template and click on *Sign Documents* again. On the next window, select your customer
|
||||
and click on *Sign Now* to start the signing process with your customer. Once the document is
|
||||
completed, click on *Validate & Send Completed Document*.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
|
||||
|
||||
.. _rental/pickup-return:
|
||||
|
||||
Pickup and Return receipt
|
||||
=========================
|
||||
|
||||
You can print and give your customers receipts when they pick up and/or return products. To do so,
|
||||
open any rental order, click on *Print* and select *Pickup and Return Receipt*. Odoo then generates
|
||||
a PDF detailing all information about the current status of the rented items: which were picked up,
|
||||
when they are expected to be returned, which were returned, and potential rental delay costs.
|
||||
|
||||
.. image:: rental/print-receipt.png
|
||||
:align: center
|
||||
:alt: Printing a Pickup and Return receipt in Odoo Rental
|
BIN
content/applications/sales/rental/digital-documents-settings.png
Normal file
After Width: | Height: | Size: 9.2 KiB |
BIN
content/applications/sales/rental/print-receipt.png
Normal file
After Width: | Height: | Size: 7.2 KiB |
BIN
content/applications/sales/rental/rental-pricing-example.png
Normal file
After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 40 KiB |
Before Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 8.4 KiB |
Before Width: | Height: | Size: 6.9 KiB |
Before Width: | Height: | Size: 4.8 KiB |
Before Width: | Height: | Size: 6.4 KiB |
Before Width: | Height: | Size: 33 KiB |
@ -1,92 +1,110 @@
|
||||
==============================
|
||||
How to manage product variants
|
||||
==============================
|
||||
=======================
|
||||
Manage product variants
|
||||
=======================
|
||||
|
||||
Product variants are used to offer variations of the same product to your
|
||||
customers on the products page. For example, the customer chooses a T-shirt
|
||||
and then selects its size and color. In the example below, the customer
|
||||
chooses a phone, and then selects the memory; color and Wi-Fi band from the
|
||||
available options.
|
||||
Product variants are used to offer variations of the same product to your customers on the product's
|
||||
page.
|
||||
|
||||
.. image:: ./media/variants.png
|
||||
Let's say one of your customers selects a T-shirt from your product catalog.
|
||||
|
||||
Then, they choose the size and color they want. The various size and color combinations are known as
|
||||
product variants.
|
||||
|
||||
Create attributes & variants
|
||||
============================
|
||||
|
||||
In order to create various attributes and variants for your products, you first need to turn on
|
||||
*Variants* in :menuselection:`Sales --> Configuration --> Settings`.
|
||||
|
||||
Then, select a product from the Products list (:menuselection:`Sales / Website --> Products -->
|
||||
Products`). When the product detail form opens, click on *Edit*, and go to the *Variants* tab.
|
||||
|
||||
Here, you can add as many different attributes as you'd like by clicking on *Add a line*.
|
||||
|
||||
These attributes appear as three different types:
|
||||
|
||||
- Radio buttons
|
||||
- Color buttons
|
||||
- Drop-down menu
|
||||
|
||||
Several variants appear as soon as there are two values for one attribute.
|
||||
|
||||
Don't forget to hit *Save* once all variants have been entered.
|
||||
|
||||
.. image:: variants/values.png
|
||||
:align: center
|
||||
:alt: ecommerce product variants values
|
||||
|
||||
How to create attributes & variants
|
||||
===================================
|
||||
Edit variants
|
||||
=============
|
||||
|
||||
* Turn on *Products can have several attributes, defining variants (Example:
|
||||
size, color,...)* in :menuselection:`Sales --> Settings`.
|
||||
After you hit *Save*, you are able to see all the variants from the product template detail form via
|
||||
the *Variants* smart button.
|
||||
|
||||
* Select a product from the Products list, go to the *Variants* tab.
|
||||
|
||||
* Add as many attributes as you need from 3 different types: radio buttons,
|
||||
drop-down menu or color buttons. You get several variants as soon as there are
|
||||
2 values for 1 attribute.
|
||||
|
||||
.. image:: ./media/variants_setup.png
|
||||
.. image:: variants/smart-button.png
|
||||
:align: center
|
||||
:alt: ecommerce product variants smart button
|
||||
|
||||
How to edit variants
|
||||
====================
|
||||
Clicking the *Variants* smart button takes you to the Product Variants page, where you can edit the
|
||||
following data for each specific variant:
|
||||
|
||||
See all the variants from the product template detail form.
|
||||
|
||||
.. image:: ./media/variants_button.png
|
||||
:align: center
|
||||
:scale: 50
|
||||
:width: 50
|
||||
:height: 50
|
||||
|
||||
You can edit following data:
|
||||
|
||||
* Picture (will update in real time on the website),
|
||||
* Barcode,
|
||||
* Internal Reference (SKU #),
|
||||
* Volume,
|
||||
* Weight,
|
||||
* Active (available in quotes & website).
|
||||
- Picture(s)
|
||||
- Internal Reference (SKU #)
|
||||
- Barcode
|
||||
- Volume
|
||||
- Weight
|
||||
- Cost
|
||||
|
||||
.. note::
|
||||
Both the Barcode and the Internal Reference are variant-specific.
|
||||
You need to populate them once the variants generated.
|
||||
Both the Barcode and the Internal Reference are variant-specific. You need to populate them once
|
||||
the variants are generated.
|
||||
|
||||
.. tip::
|
||||
See and edit all the variants from :menuselection:`Sales --> Sales --> Product Variants`
|
||||
as well. This might be quicker if you manage lots of variants.
|
||||
|
||||
How to set specific prices per variant
|
||||
======================================
|
||||
|
||||
You can also set a specific public price per variant by clicking *Variant Prices*
|
||||
in the product detail form (action in top-left corner).
|
||||
|
||||
.. image:: ./media/variant_prices_button.png
|
||||
:align: center
|
||||
|
||||
The Price Extra is added to the product price whenever the corresponding attribute
|
||||
value is selected.
|
||||
|
||||
.. image:: ./media/variant_prices.png
|
||||
:align: center
|
||||
|
||||
.. image:: ./media/variant_prices_web.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
Pricelist formulas let you set advanced price computation methods for product variants.
|
||||
See :doc:`../maximizing_revenue/pricing`.
|
||||
|
||||
How to disable/archive variants
|
||||
Set specific prices per variant
|
||||
===============================
|
||||
|
||||
You can disable/archive specific variants so that they are no longer available in quotes &
|
||||
website (not existing in your stock, deprecated, etc.). Simply uncheck *Active* in their detail form.
|
||||
You can set a specific public price per variant by clicking on *Configure Variants* in the product
|
||||
detail form (top-left corner). That takes you to the *Product Variant Values* page for that product.
|
||||
|
||||
.. image:: ./media/variant_active.png
|
||||
.. image:: variants/configure-variants.png
|
||||
:align: center
|
||||
:alt: ecommerce product variants configure variants
|
||||
|
||||
To retrieve such archived items, hit *Archived* on searching the variants list. You can
|
||||
reactivate them the same way.
|
||||
To set a specific public price for a particular variant, simply click on the variant you want to
|
||||
modify, then click on *Edit*.
|
||||
|
||||
.. image:: ./media/variant_archive.png
|
||||
The *Value Price Extra* field represents the monetary value that is added to the original product
|
||||
price whenever the corresponding attribute value is selected.
|
||||
|
||||
.. image:: variants/value-price-extra.png
|
||||
:align: center
|
||||
:alt: ecommerce value price extra
|
||||
|
||||
This is how the *Value Price Extra* looks on your website:
|
||||
|
||||
.. image:: variants/value-price-extra-frontend.png
|
||||
:align: center
|
||||
:alt: ecommerce value price extra on the frontend
|
||||
|
||||
.. note::
|
||||
Pricelist formulas let you set advanced price computation methods for product variants. See
|
||||
:doc:`../maximizing_revenue/pricing`.
|
||||
|
||||
Disable/archive variants
|
||||
========================
|
||||
|
||||
You can disable/archive specific variants so they are no longer available in quotes or on your
|
||||
website (not existing in your stock, deprecated, etc.). Simply select *Archive* in their detail
|
||||
form. You can reactivate them the same way.
|
||||
|
||||
.. image:: variants/archive.png
|
||||
:align: center
|
||||
:alt: ecommerce product variants archive
|
||||
|
||||
To retrieve such items, hit *Archived* in the *Filters* category while searching the variants list.
|
||||
|
||||
.. image:: variants/archive-search.png
|
||||
:align: center
|
||||
:alt: ecommerce product variants archive search
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../../sales/sales/products_prices/products/variants`
|
||||
|
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 2.8 KiB |
After Width: | Height: | Size: 29 KiB |
After Width: | Height: | Size: 25 KiB |
After Width: | Height: | Size: 14 KiB |
After Width: | Height: | Size: 6.2 KiB |
After Width: | Height: | Size: 5.2 KiB |
@ -518,7 +518,7 @@ Document metadata
|
||||
| `code-column` | | Show a dynamic side column that can be used to display interactive |
|
||||
| | tutorials or code excerpts. |
|
||||
| | | For example, see :doc:`/developer/webservices/upgrade` or |
|
||||
| | :doc:`/applications/finance/accounting/overview/main_concepts/memento`. |
|
||||
| | :doc:`/applications/finance/accounting/getting_started/memento`. |
|
||||
+-----------------+--------------------------------------------------------------------------------+
|
||||
| `hide-page-toc` | Hide the "On this page" sidebar and use full page width for the content. |
|
||||
+-----------------+--------------------------------------------------------------------------------+
|
||||
|
@ -82,7 +82,7 @@ be uninstalled**. Think about your favorite Linux distribution package manager
|
||||
- ``/home/$USER/src/custom/estate/__manifest__.py``
|
||||
|
||||
The ``__manifest__.py`` file should only define the name and the dependencies of our modules.
|
||||
Two framework modules are necessary: ``base`` and ``web``.
|
||||
The only necessary framework module for now is ``base``.
|
||||
|
||||
|
||||
Restart the Odoo server and add the ``custom`` folder to the ``addons-path``:
|
||||
|
@ -10,9 +10,9 @@ Legal
|
||||
.. toctree::
|
||||
:hidden:
|
||||
|
||||
legal/cla
|
||||
legal/licenses
|
||||
legal/terms
|
||||
legal/others
|
||||
|
||||
Licenses
|
||||
========
|
||||
|
@ -1,8 +1,105 @@
|
||||
:nosearch:
|
||||
|
||||
.. _licenses:
|
||||
|
||||
========
|
||||
Licenses
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
licenses/licenses
|
||||
.. _odoo_community_license:
|
||||
|
||||
Odoo 14 Community Edition
|
||||
=========================
|
||||
|
||||
Odoo 14 Community Edition is licensed under
|
||||
`LGPL version 3 <http://www.gnu.org/licenses/lgpl-3.0.en.html>`_ (also known as LGPLv3).
|
||||
See also the `GPL FAQ <http://www.gnu.org/licenses/gpl-faq.en.html>`_ and the
|
||||
`compatibility matrix <http://www.gnu.org/licenses/gpl-faq.en.html#AllCompatibility>`_.
|
||||
|
||||
|
||||
.. _odoo_enterprise_license:
|
||||
|
||||
Odoo 14 Enterprise Edition
|
||||
==========================
|
||||
|
||||
Odoo 14 Enterprise Edition is licensed under the Odoo Enterprise Edition License v1.0,
|
||||
defined as follows:
|
||||
|
||||
.. use <tt> to avoid default <pre> styling
|
||||
|
||||
.. raw:: html
|
||||
|
||||
<tt>
|
||||
|
||||
.. include:: licenses/enterprise_license.txt
|
||||
|
||||
.. raw:: html
|
||||
|
||||
</tt>
|
||||
|
||||
|
||||
.. _odoo_apps_license:
|
||||
|
||||
Odoo Apps
|
||||
=========
|
||||
|
||||
Unless otherwise stated, Odoo Apps by Odoo SA (including the website themes) are published under
|
||||
the Odoo Proprietary License v1.0, defined as follows
|
||||
|
||||
.. use <tt> to avoid default <pre> styling
|
||||
|
||||
.. raw:: html
|
||||
|
||||
<tt>
|
||||
|
||||
Odoo Proprietary License v1.0
|
||||
|
||||
This software and associated files (the "Software") may only be used
|
||||
(executed, modified, executed after modifications) if you have purchased a
|
||||
valid license from the authors, typically via Odoo Apps, or if you have
|
||||
received a written agreement from the authors of the Software (see the
|
||||
COPYRIGHT file).
|
||||
|
||||
You may develop Odoo modules that use the Software as a library (typically
|
||||
by depending on it, importing it and using its resources), but without
|
||||
copying any source code or material from the Software. You may distribute
|
||||
those modules under the license of your choice, provided that this license
|
||||
is compatible with the terms of the Odoo Proprietary License (For example:
|
||||
LGPL, MIT, or proprietary licenses similar to this one).
|
||||
|
||||
It is forbidden to publish, distribute, sublicense, or sell copies of the
|
||||
Software or modified copies of the Software.
|
||||
|
||||
The above copyright notice and this permission notice must be included in
|
||||
all copies or substantial portions of the Software.
|
||||
|
||||
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
|
||||
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
|
||||
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
|
||||
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
|
||||
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING
|
||||
FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
|
||||
DEALINGS IN THE SOFTWARE.
|
||||
|
||||
.. raw:: html
|
||||
|
||||
</tt>
|
||||
|
||||
.. _odoo_9_license:
|
||||
|
||||
Odoo 9 - Odoo 13
|
||||
================
|
||||
|
||||
The licenses for both Community Edition and Enterprise Edition of all
|
||||
Odoo versions since Odoo 9 are respectively the same as for
|
||||
:ref:`odoo_community_license` and :ref:`odoo_enterprise_license`.
|
||||
|
||||
.. _odoo_8_license:
|
||||
|
||||
|
||||
Odoo 8
|
||||
======
|
||||
|
||||
Odoo 8 is licensed under
|
||||
`AGPL version 3 <http://www.gnu.org/licenses/agpl-3.0.en.html>`_ (also known as AGPLv3).
|
||||
See also the `GPL FAQ <http://www.gnu.org/licenses/gpl-faq.en.html>`_ and the
|
||||
`compatibility matrix <http://www.gnu.org/licenses/gpl-faq.en.html#AllCompatibility>`_.
|
||||
|
@ -1,105 +0,0 @@
|
||||
|
||||
.. _licenses:
|
||||
|
||||
========
|
||||
Licenses
|
||||
========
|
||||
|
||||
.. _odoo_community_license:
|
||||
|
||||
Odoo 14 Community Edition
|
||||
=========================
|
||||
|
||||
Odoo 14 Community Edition is licensed under
|
||||
`LGPL version 3 <http://www.gnu.org/licenses/lgpl-3.0.en.html>`_ (also known as LGPLv3).
|
||||
See also the `GPL FAQ <http://www.gnu.org/licenses/gpl-faq.en.html>`_ and the
|
||||
`compatibility matrix <http://www.gnu.org/licenses/gpl-faq.en.html#AllCompatibility>`_.
|
||||
|
||||
|
||||
.. _odoo_enterprise_license:
|
||||
|
||||
Odoo 14 Enterprise Edition
|
||||
==========================
|
||||
|
||||
Odoo 14 Enterprise Edition is licensed under the Odoo Enterprise Edition License v1.0,
|
||||
defined as follows:
|
||||
|
||||
.. use <tt> to avoid default <pre> styling
|
||||
|
||||
.. raw:: html
|
||||
|
||||
<tt>
|
||||
|
||||
.. include:: enterprise_license.txt
|
||||
|
||||
.. raw:: html
|
||||
|
||||
</tt>
|
||||
|
||||
|
||||
.. _odoo_apps_license:
|
||||
|
||||
Odoo Apps
|
||||
=========
|
||||
|
||||
Unless otherwise stated, Odoo Apps by Odoo SA (including the website themes) are published under
|
||||
the Odoo Proprietary License v1.0, defined as follows
|
||||
|
||||
.. use <tt> to avoid default <pre> styling
|
||||
|
||||
.. raw:: html
|
||||
|
||||
<tt>
|
||||
|
||||
Odoo Proprietary License v1.0
|
||||
|
||||
This software and associated files (the "Software") may only be used
|
||||
(executed, modified, executed after modifications) if you have purchased a
|
||||
valid license from the authors, typically via Odoo Apps, or if you have
|
||||
received a written agreement from the authors of the Software (see the
|
||||
COPYRIGHT file).
|
||||
|
||||
You may develop Odoo modules that use the Software as a library (typically
|
||||
by depending on it, importing it and using its resources), but without
|
||||
copying any source code or material from the Software. You may distribute
|
||||
those modules under the license of your choice, provided that this license
|
||||
is compatible with the terms of the Odoo Proprietary License (For example:
|
||||
LGPL, MIT, or proprietary licenses similar to this one).
|
||||
|
||||
It is forbidden to publish, distribute, sublicense, or sell copies of the
|
||||
Software or modified copies of the Software.
|
||||
|
||||
The above copyright notice and this permission notice must be included in
|
||||
all copies or substantial portions of the Software.
|
||||
|
||||
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
|
||||
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
|
||||
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
|
||||
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
|
||||
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING
|
||||
FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
|
||||
DEALINGS IN THE SOFTWARE.
|
||||
|
||||
.. raw:: html
|
||||
|
||||
</tt>
|
||||
|
||||
.. _odoo_9_license:
|
||||
|
||||
Odoo 9 - Odoo 13
|
||||
================
|
||||
|
||||
The licenses for both Community Edition and Enterprise Edition of all
|
||||
Odoo versions since Odoo 9 are respectively the same as for
|
||||
:ref:`odoo_community_license` and :ref:`odoo_enterprise_license`.
|
||||
|
||||
.. _odoo_8_license:
|
||||
|
||||
|
||||
Odoo 8
|
||||
======
|
||||
|
||||
Odoo 8 is licensed under
|
||||
`AGPL version 3 <http://www.gnu.org/licenses/agpl-3.0.en.html>`_ (also known as AGPLv3).
|
||||
See also the `GPL FAQ <http://www.gnu.org/licenses/gpl-faq.en.html>`_ and the
|
||||
`compatibility matrix <http://www.gnu.org/licenses/gpl-faq.en.html#AllCompatibility>`_.
|
@ -1,10 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
======================
|
||||
Other legal references
|
||||
======================
|
||||
|
||||
.. toctree::
|
||||
|
||||
others/privacy
|
||||
others/cla
|
@ -1,7 +0,0 @@
|
||||
.. _privacy_policy:
|
||||
|
||||
==============
|
||||
Privacy Policy
|
||||
==============
|
||||
|
||||
Temporary version at `<https://www.odoo.com/page/odoo-privacy-policy>`__ (needs cleanup)
|
@ -1,9 +1,9 @@
|
||||
<div class="o_get_help container-fluid d-lg-flex">
|
||||
<div class="col-12 col-lg-10">
|
||||
<h5><i class="i-o-help me-2"></i>Get Help</h5>
|
||||
<h5><i class="i-o-help me-2"></i>{{ _("Get Help") }}</h5>
|
||||
<div>
|
||||
<a href="https://odoo.com/help" target="_blank" class="btn btn-outline-secondary mb-2">Contact Support</a>
|
||||
<a href="https://www.odoo.com/forum/help-1" target="_blank" class="btn btn-outline-secondary mb-2">Ask the Odoo Community</a>
|
||||
<a href="https://odoo.com/help" target="_blank" class="btn btn-outline-secondary mb-2">{{ _("Contact Support") }}</a>
|
||||
<a href="https://www.odoo.com/forum/help-1" target="_blank" class="btn btn-outline-secondary mb-2">{{ _("Ask the Odoo Community") }}</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12 col-lg-2 mt-5 mt-lg-0 text-center">
|
||||
|
@ -8,5 +8,5 @@
|
||||
<div class="d-none d-lg-flex ms-auto">
|
||||
{%- include "layout_templates/language_switcher.html" %}
|
||||
{%- include "layout_templates/version_switcher.html" %}
|
||||
<a class="btn btn-primary fw_semibold" href="https://odoo.com/trial">Try Odoo for FREE</a>
|
||||
<a class="btn btn-primary fw_semibold" href="https://odoo.com/trial">{{ _('Try Odoo for FREE') }}</a>
|
||||
</div>
|
||||
|
@ -1,65 +1,65 @@
|
||||
<div id="o_content">
|
||||
<section class="o_content_fw_banner row">
|
||||
<div class="col-lg-6">
|
||||
<h1 class="text-white">Odoo Documentation</h1>
|
||||
<p class="text-white">The comprehensive guide for Odoo users. Easily find the tutorial and helpful tips that suit your needs.</p>
|
||||
<h1 class="text-white">{{ _("Odoo Documentation") }}</h1>
|
||||
<p class="text-white">{{ _("The comprehensive guide for Odoo users. Easily find the tutorial and helpful tips that suit your needs.") }}</p>
|
||||
<div class="mt-3">
|
||||
<a href="https://odoo.com/trial" class="btn btn-primary mb-2 o-hidden-ios">Try Odoo for FREE</a>
|
||||
<a href="https://odoo.com/trial" class="btn btn-primary mb-2 o-hidden-ios">{{ _("Try Odoo for FREE") }}</a>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
<section>
|
||||
<div class="row gx-lg-5">
|
||||
<div class="col-lg-6">
|
||||
<h2><i class="i-doc-apps d-lg-none me-2"></i>Applications</h2>
|
||||
<p class="text-muted">Master any app thanks to their end-user guides. Our wide array of functional workflows and processes are designed to help you unleash Odoo's potential.</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">Top Links</h5>
|
||||
<h2><i class="i-doc-apps d-lg-none me-2"></i>{{ _("Applications") }}</h2>
|
||||
<p class="text-muted">{{ _("Master any app thanks to their end-user guides. Our wide array of functional workflows and processes are designed to help you unleash Odoo's potential.") }}</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">{{ _("Top Links") }}</h5>
|
||||
<ul class="list-unstyled">
|
||||
<li>
|
||||
<a href="{{ pathto('applications/finance/accounting/overview/main_concepts/in_odoo') }}" class="stretched-link">
|
||||
The Accounting behind Odoo
|
||||
{{ _("The Accounting behind Odoo") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses') }}" class="stretched-link">
|
||||
Resupply from another Warehouse
|
||||
{{ _("Resupply from another Warehouse") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('applications/general/base_import/import_faq') }}" class="stretched-link">
|
||||
Import data into Odoo
|
||||
{{ _("Import data into Odoo") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('applications/productivity/discuss/overview/get_started') }}" class="stretched-link">
|
||||
Get Started with Discuss
|
||||
{{ _("Get Started with Discuss") }}
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="col-lg-6">
|
||||
<h2 class="border-top pt-4 pt-lg-0"><i class="i-doc-admin d-lg-none me-2"></i>Administration</h2>
|
||||
<p class="text-muted">Easily setup your first Odoo installation. From downloads to day-to-day database administration, the dedicated tutorials have got you covered.</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">Top Links</h5>
|
||||
<h2 class="border-top pt-4 pt-lg-0"><i class="i-doc-admin d-lg-none me-2"></i>{{ _("Administration") }}</h2>
|
||||
<p class="text-muted">{{ _("Easily setup your first Odoo installation. From downloads to day-to-day database administration, the dedicated tutorials have got you covered.") }}</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">{{ _("Top Links") }}</h5>
|
||||
<ul class="list-unstyled">
|
||||
<li>
|
||||
<a href=" {{ pathto('administration/install') }} " class="stretched-link">
|
||||
Installing Odoo
|
||||
{{ _("Installing Odoo") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('administration/deployment/deploy') }}" class="stretched-link">
|
||||
Deploying Odoo
|
||||
{{ _("Deploying Odoo") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('administration/update') }}" class="stretched-link">
|
||||
Updating Odoo
|
||||
{{ _("Updating Odoo") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('administration/odoo_sh/overview/introduction') }}" class="stretched-link">
|
||||
Introduction to Odoo.sh
|
||||
{{ _("Introduction to Odoo.sh") }}
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
@ -67,50 +67,50 @@
|
||||
</div>
|
||||
<div class="row gx-lg-5">
|
||||
<div class="col-lg-6">
|
||||
<h2 class="border-top pt-4"><i class="i-doc-dev d-lg-none me-2"></i>Developer</h2>
|
||||
<p class="text-muted">Learn to develop in Odoo by reading the framework references and programmer tutorials.</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">Top Links</h5>
|
||||
<h2 class="border-top pt-4"><i class="i-doc-dev d-lg-none me-2"></i>{{ _("Developer") }}</h2>
|
||||
<p class="text-muted">{{ _("Learn to develop in Odoo by reading the framework references and programmer tutorials.") }}</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">{{ _("Top Links") }}</h5>
|
||||
<ul class="list-unstyled">
|
||||
<li>
|
||||
<a href="{{ pathto('developer/reference/orm') }}" class="stretched-link">
|
||||
ORM API
|
||||
{{ _("ORM API") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('developer/howtos/backend') }}" class="stretched-link">
|
||||
Building a Module
|
||||
{{ _("Building a Module") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('developer/webservices/odoo') }}" class="stretched-link">
|
||||
External API
|
||||
{{ _("External API") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('developer/reference/cmdline') }}" class="stretched-link">
|
||||
Command-line interface
|
||||
{{ _("Command-line interface") }}
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="col-lg-6">
|
||||
<h2 class="border-top pt-4"><i class="i-doc-services d-lg-none me-2"></i>Services</h2>
|
||||
<p class="text-muted">Find out how to open a support ticket should you need to contact a Customer Service Representative.</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">Top Links</h5>
|
||||
<h2 class="border-top pt-4"><i class="i-doc-services d-lg-none me-2"></i>{{ _("Services") }}</h2>
|
||||
<p class="text-muted">{{ _("Find out how to open a support ticket should you need to contact a Customer Service Representative.") }}</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">{{ _("Top Links") }}</h5>
|
||||
<ul class="list-unstyled">
|
||||
<li>
|
||||
<a href="{{ pathto('services/support/where_can_i_get_support') }}" class="stretched-link">
|
||||
Where to find help?
|
||||
{{ _("Where to find help?") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('services/support/supported_versions') }}" class="stretched-link">
|
||||
Supported versions
|
||||
{{ _("Supported versions") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('legal') }}" class="stretched-link">
|
||||
Legal
|
||||
{{ _("Legal") }}
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
@ -118,18 +118,18 @@
|
||||
</div>
|
||||
<div class="row gx-lg-5">
|
||||
<div class="col-lg-6">
|
||||
<h2 class="border-top pt-4"><i class="i-doc-contribute d-lg-none me-2"></i>Contributing</h2>
|
||||
<p class="text-muted">You want to contribute to Odoo but don't know where to start? The tutorials and guidelines are there to help you make Odoo even better.</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">Top Links</h5>
|
||||
<h2 class="border-top pt-4"><i class="i-doc-contribute d-lg-none me-2"></i>{{ _("Contributing") }}</h2>
|
||||
<p class="text-muted">{{ _("You want to contribute to Odoo but don't know where to start? The tutorials and guidelines are there to help you make Odoo even better.") }}</p>
|
||||
<h5 class="text-muted pt-3 text-uppercase fw_semibold">{{ _("Top Links") }}</h5>
|
||||
<ul class="list-unstyled">
|
||||
<li>
|
||||
<a href="{{ pathto('contributing/documentation') }}" class="stretched-link">
|
||||
Write documentation
|
||||
{{ _("Write documentation") }}
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="{{ pathto('contributing/documentation/content_guidelines') }}" class="stretched-link">
|
||||
Content guidelines
|
||||
{{ _("Content guidelines") }}
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
|
@ -1,4 +1,4 @@
|
||||
<div class="o_page_toc_nav mt-1">
|
||||
<h3>On this page</h3>
|
||||
<h3>{{ _("On this page") }}</h3>
|
||||
{{ toc }} {# this is the page TOC (or local toc) #}
|
||||
</div>
|
||||
|
@ -218,6 +218,9 @@ applications/finance/sign/overview/signature_validity.rst applications/finance/s
|
||||
|
||||
# Redirections introduced in 14.0 :
|
||||
|
||||
legal/others/cla.rst legal/cla.rst
|
||||
legal/licenses/licenses.rst legal/licenses.rst
|
||||
|
||||
crm/optimize/mail_client_extension.rst applications/sales/crm/optimize/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension
|
||||
crm/optimize/google_calendar_credentials.rst applications/general/calendars/google/google_calendar_credentials.rst # (#765)
|
||||
|
||||
|