diff --git a/content/applications/sales/crm/performance.rst b/content/applications/sales/crm/performance.rst index e1a628499..481b5a807 100644 --- a/content/applications/sales/crm/performance.rst +++ b/content/applications/sales/crm/performance.rst @@ -8,4 +8,3 @@ Analyze performance :titlesonly: performance/win_loss - performance/google_spreadsheets diff --git a/content/applications/sales/crm/performance/google_spreadsheets.rst b/content/applications/sales/crm/performance/google_spreadsheets.rst deleted file mode 100644 index b12dc7faf..000000000 --- a/content/applications/sales/crm/performance/google_spreadsheets.rst +++ /dev/null @@ -1,91 +0,0 @@ -===================================================== -How to use Google Spreadsheet in Addition to my Data? -===================================================== - -Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using -spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, -etc. Formulas are written in Python but programming skills are not required. - -Configuration -============= - -From the *General Settings*, activate *Google Drive* and *Google Spreadsheet*. The options -*Authorization Code* and *Get Authorization Code* are now available. - -.. image:: google_spreadsheets/authori.png - :align: center - :alt: Enable the Google Drive and Google Spreadsheet features in Odoo - -Now, link your Google account with Odoo by following these steps: - -#. Get Authorization Code -#. Select your Google account -#. Enter your password -#. Copy the code -#. Paste it into the Authorization Code field - -Create a new Spreadsheet ------------------------- - -From the *CRM* app, for example, go to *Favorites* and click on *Add to Google Spreadsheet*. - -.. image:: google_spreadsheets/add_to_google_spread.png - :align: center - :alt: From the CRM application, for example, click on add to Google Spreadsheet in Odoo - -A new spreadsheet will be automatically created in your Google Drive. - -.. note:: - When you opening this new file, a second sheet is created automatically by Odoo with a - tutorial/documentation on *How to use Google Spreadsheet*. - -Link a Spreadsheet with Odoo ----------------------------- - -| From this new file, configure your database. -| Go to :menuselection:`Odoo --> Server Settings --> Database Name --> Username --> Password`. - -.. image:: google_spreadsheets/odoo_menu.png - :align: center - :alt: Menu called Odoo is shown on the settings bar in the Spreadsheet - -Applications -============ - -You have two different formulas available when using Google Spreadsheet in Odoo: *retrieve data* and -*retrieve grouped sums*. - -.. warning:: - Google Drive limits the execution time of scripts; if the data you requested takes - too long to be delivered, you might get an error. There is no specific size limit, since the - time for Odoo to respond depends on several factors - although reading data regarding several - thousand records is usually fine. - - -Retrieve Data -------------- - -| The theoretical formula is :command:`= oe_browse (table;columns;filters;orderby:limit)`. - Used it if you want to display the information without grouping it (e.g.: each sales - order in the database). -| Find some the arguments in the table below. - -.. image:: google_spreadsheets/retrieve_data.png - :align: center - :alt: Table with examples of arguments to use in Odoo - -Retrieve Grouped Sums ---------------------- - -| The theoretical formula is :command:`= oe_read_group (table;columns;group_by;filters;orderby:limit)`. - Use it when you want to display a sum of data (e.g.: total invoiced). -| Find some arguments in the table below. - -.. image:: google_spreadsheets/retrieve_sums.png - :align: center - :alt: Table with examples of grouped sum arguments to use in Odoo - -Other uses ----------- - -Mix Odoo data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs. diff --git a/content/applications/sales/crm/performance/google_spreadsheets/add_to_google_spread.png b/content/applications/sales/crm/performance/google_spreadsheets/add_to_google_spread.png deleted file mode 100644 index 82d45df49..000000000 Binary files a/content/applications/sales/crm/performance/google_spreadsheets/add_to_google_spread.png and /dev/null differ diff --git a/content/applications/sales/crm/performance/google_spreadsheets/authori.png b/content/applications/sales/crm/performance/google_spreadsheets/authori.png deleted file mode 100644 index 0a2668e80..000000000 Binary files a/content/applications/sales/crm/performance/google_spreadsheets/authori.png and /dev/null differ diff --git a/content/applications/sales/crm/performance/google_spreadsheets/odoo_menu.png b/content/applications/sales/crm/performance/google_spreadsheets/odoo_menu.png deleted file mode 100644 index 987b26968..000000000 Binary files a/content/applications/sales/crm/performance/google_spreadsheets/odoo_menu.png and /dev/null differ diff --git a/content/applications/sales/crm/performance/google_spreadsheets/retrieve_data.png b/content/applications/sales/crm/performance/google_spreadsheets/retrieve_data.png deleted file mode 100644 index 9c63bb8b5..000000000 Binary files a/content/applications/sales/crm/performance/google_spreadsheets/retrieve_data.png and /dev/null differ diff --git a/content/applications/sales/crm/performance/google_spreadsheets/retrieve_sums.png b/content/applications/sales/crm/performance/google_spreadsheets/retrieve_sums.png deleted file mode 100644 index b742f670c..000000000 Binary files a/content/applications/sales/crm/performance/google_spreadsheets/retrieve_sums.png and /dev/null differ diff --git a/redirects/16.0.txt b/redirects/16.0.txt index da004a8fc..61d56b3af 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -44,6 +44,7 @@ applications/inventory_and_mrp/manufacturing/quality_control/quality_control_poi # applications/sales +applications/sales/crm/performance/google_spreadsheets.rst applications/finance/spreadsheet/templates.rst # /google_spreadsheets --> /spreadsheet/templates applications/sales/point_of_sale/payment/stripe.rst applications/sales/point_of_sale/payment_methods/terminals/stripe.rst # /payment/* -> /payment_methods/terminals/* applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions applications/sales/sales/send_quotations/terms_and_conditions.rst applications/finance/accounting/customer_invoices/terms_conditions.rst # from sales to accounting