[IMP] general: companies rewrite

closes odoo/documentation#8543

X-original-commit: 4073aac2bc
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

content/applications/general/companies.rst

@@ -4,89 +4,196 @@
 Companies
 =========
 
-A centralized management environment allows you to select multiple companies simultaneously and set
+A centralized management environment allows an administrator to select multiple companies
-their specific warehouses, customers, equipment, and contacts. It provides you the ability to
+simultaneously, and set their specific warehouses, customers, equipment, and contacts. It provides
-generate reports of aggregated figures without switching interfaces, which facilitates daily tasks
+the ability to generate reports of aggregated figures without switching interfaces, which
-and the overall management process.
+facilitates daily tasks, and enhances the overall management process.
+
+.. danger::
+   Utilizing a multi-company environment in an Odoo database warrants a subscription change from
+   *Standard* (or *One App Free*) to a *Custom* plan. Should the administrator not migrate the
+   subscription to a *Custom* plan after adding another company, the database risks being
+   deactivated. For more information, consult the `Odoo Pricing page
+   <https://www.odoo.com/pricing-plan>`_.
+
+   If the customer is on the *Standard* plan, and adds multi-company functionality to the database,
+   it triggers an upsell for the *Custom* plan.
+
+   If they are on a *Yearly* or *Multi-year* contract, this creates an upsell order, with a 30-day
+   limit (risking deactivation). If multi-company functionality is fully removed within that time
+   period, the next time the database pings, the upsell order and limit are removed automatically.
+
+   If the customer is on a *Monthly* contract, once the next bill is created, and multi-company
+   functionality is still detected while they are on a *Standard* plan, they are automatically
+   switched, and billed on the *Custom* plan.
+
+   Should the customer want to go back to *Standard*, the Customer Success Team **must** be
+   contacted.
+
+To create a new company, navigate to :menuselection:`Settings app --> Companies section`, and click
+:guilabel:`Manage Companies`. Then, click :guilabel:`New` to create a new company.
+
+Proceed to fill out the new company form that appears.
+
+.. tip::
+   To archive a company, navigate to :menuselection:`Settings app --> Companies section --> Manage
+   Companies`. Then, tick the checkbox to the left of the company to be archived. If the
+   :guilabel:`Companies` page is not in list view, click the :guilabel:`≣ (four bars)` icon, located
+   in the top-right corner of the page.
+
+   After selecting the appropriate company, click the :guilabel:`⚙️ Actions` icon, and select
+   :guilabel:`Archive` from the resulting drop-down menu.
+
+   To ensure all records related to the archived company are archived, contact Odoo's `Support Team
+   <https://www.odoo.com/help>`_.
+
+   Should a record not be archived, there is a risk of reactivating the archived company, and
+   creating the upsell again.
 
 .. _companies/manage:
 
 Manage companies and records
 ============================
 
-Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your company’s
+Go to :menuselection:`Settings app --> Companies section --> Manage Companies`. Then, either click
-information. If a *Parent Company* is selected, records are shared between the two companies (as
+:guilabel:`New`, and fill in the form with the company's information, or select a pre-existing
-long as both environments are active).
+company to edit it.
 
-.. image:: companies/create_js_store_us.png
+.. image:: companies/company-info.png
    :align: center
-   :alt: Overview of a new company's form in Odoo
+   :alt: Overview of a new company's form in Odoo.
 
 .. tip::
-   Activate the :ref:`developer mode <developer-mode>` to choose a *Favicon* for each of your
+   Activate the :ref:`developer mode <developer-mode>` to set social media accounts and
-   companies, and easily identify them by the browser tabs. Set your favicons’ files size to 16x16
+   company-specific email system parameters. See this documentation on
-   or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
+   :doc:`../marketing/social_marketing` and :ref:`email_servers/outbound`.
 
-   .. image:: companies/favicon.png
+   Companies also have a :guilabel:`Parent Company` set on the company form in :ref:`developer mode
+   <developer-mode>`.
+
+Switch between companies
+------------------------
+
+Switch between (or select) multiple companies, by clicking on the company name, located in the
+far-right corner of the header menu, anywhere throughout the database. Tick the checkboxes next to
+the desired company name(s) to activate them. The highlighted company represents the current
+environment that is in use. To switch environments, click on the desired company name.
+
+.. example::
+   In the example below, the user has access to eight companies, two are activated, and the
+   environment the database is in belongs to: *My Company (San Francisco)*.
+
+   .. image:: companies/multi-companies-menu-dashboard.png
       :align: center
-      :height: 200
+      :alt: View of the companies menu through the main dashboard in Odoo.
-      :alt: View of a web browser and the favicon for a specific company chosen in Odoo
 
-Switch between or select multiple companies by enabling their selection boxes to activate them. The
+Share records
-grayed company is the one which environment is in use. To switch environments, click on the
+-------------
-company’s name. In the example below, the user has access to three companies, two are activated, and
-the environment in use is of *JS Store US*.
 
-.. image:: companies/multi_companies_menu_dashboard.png
+Data (such as, products, contacts, and equipment) can be shared, or set to be shown for a specific
-   :align: center
-   :alt: View of the companies menu through the main dashboard in Odoo
-
-Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific
 company only. To do so, on their forms, choose between:
 
 - *A blank field*: the record is shared within all companies.
 - *Adding a company*: the record is visible to users logged in to that specific company.
 
-.. image:: companies/product_form_company.png
+.. image:: companies/product-form-company.png
    :align: center
-   :alt: View of a product's form emphasizing the company field in Odoo Sales
+   :alt: View of a product's form emphasizing the company field in Odoo Sales.
 
-Employees' access
+When an environment is selected from the top menu, along with an additional company, records are
-=================
+shared between the two companies.
 
-Once companies are created, manage your employees' :doc:`Access Rights <users/access_rights>`
+Branches
-for *Multi Companies*.
+========
 
-.. image:: companies/access_rights_multi_companies.png
+Branches are available to add to a company. Branches can be added by navigating to
+:menuselection:`Settings app --> Companies section --> Manage Companies`. Then, select the desired
+company from the list. From the company detail form, open the :guilabel:`Branches` tab. To add a
+branch, click :guilabel:`Add a line`, and fill out the :guilabel:`Create Branches` pop-up form that
+appears.
+
+.. image:: companies/add-branch.png
+   :align: center
+   :alt: Add a branch to a company with branches and add a line highlighted.
+
+.. tip::
+   Activate the :ref:`developer mode <developer-mode>` to set social media accounts and
+   company-specific email system parameters. See this documentation on
+   :doc:`../marketing/social_marketing` and :ref:`email_servers/outbound`.
+
+   Branches also have a :guilabel:`Parent Company` set on the branch form in :ref:`developer mode
+   <developer-mode>`. Accounting and fiscal localizations for the branch are set on the
+   :guilabel:`Parent Company`. To do so, select the company from the *company selector* in the top
+   menu, and go to :menuselection:`Settings app --> Accounting --> Fiscal Localization`.
+
+.. danger::
+   Adding a branch to a company triggers an upsell, should the database be in the *Standard* or
+   *One App Free* pricing plans. Adding one or more branches constitutes a multi-company database,
+   and needs to be moved to the *Custom* pricing plan.
+
+   For more information on pricing, see `Odoo's pricing <https://www.odoo.com/pricing-plan>`_ page.
+
+Employee access
+===============
+
+Once companies are created, manage the employees' :doc:`Access Rights <users/access_rights>` for
+*Multi Companies*.
+
+To access the *Access Rights*, navigate to :menuselection:`Settings app --> Users section --> Manage
+Users`.
+
+From the :guilabel:`Users` page, select a user from the list to modify. Then, either change the
+fields for :guilabel:`Allowed Companies` or :guilabel:`Default Company`.
+
+Multiple companies can be set for :guilabel:`Allowed Companies`, and *only one* can be set as the
+:guilabel:`Default Company`.
+
+.. image:: companies/access-rights-multi-companies.png
    :align: center
    :alt: View of an user form emphasizing the multi companies field under the access rights tabs
-         in Odoo
+         in Odoo.
 
-| If a user has multiple companies *activated* on his database, and he is **editing** a record,
+If an administrator has multiple companies activated on the database, and is editing a record, the
-  the editing happens on the record's related company.
+editing occurs on the record's related company.
-| Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium
+
-  environment, the changes are applied under JS Store US (the company from which the sale order
+.. example::
+   If editing a sale order issued under `JS Store US`, while working on the `JS Store Belgium`
+   environment, the changes are applied under `JS Store US` (the company from which the sale order
    was issued).
-| When **creating** a record, the company taken into account is:
 
-- The current company (the one active) or,
+When creating a record, the company taken into account is:
-- No company is set (on products and contacts’ forms for example) or,
-- The company set is the one linked to the document (the same as if a record is being edited).
 
-Documents’ format
+- The current company selected in the company selector, in the upper-right hand of the screen (the
-=================
+  one that is highlighted/active)
 
-To set documents' formats according to each company, *activate* and *select* the respective one and,
+**OR**
-under *Settings*, click on *Configure Document Layout*.
 
-.. image:: companies/document_layout.png
+- No company is set (because none is set on the product and contact forms, for example)
+
+**OR**
+
+- The company set is the company linked to the document (the same as if a record is being edited)
+
+Document format
+===============
+
+To set document formats according to each company, *activate* and *select* the respective company,
+and, under the :menuselection:`Settings app --> Companies section`, click on :guilabel:`Configure
+Document Layout` and edit the information as needed.
+
+.. image:: companies/document-layout.png
    :align: center
-   :alt: View of the settings page emphasizing the document layout field in Odoo
+   :alt: View of the settings page emphasizing the document layout field in Odoo.
 
-Inter-Company Transactions
+:guilabel:`Company Details` can be edited on the document layout. By default, this field is
+populated from the company information listed, when navigating here: :menuselection:`Settings app
+--> Companies section --> Manage Companies`, and select a company from the list.
+
+Inter-company transactions
 ==========================
 
-First, make sure each one of your companies is properly set in relation to:
+First, activate the :ref:`developer mode <developer-mode>`. Then, make sure each one of the
+companies is properly set in relation to:
 
 - :doc:`Chart of Accounts <../finance/accounting/get_started/chart_of_accounts>`
 - :doc:`Taxes <../finance/accounting/taxes>`
@@ -95,44 +202,54 @@ First, make sure each one of your companies is properly set in relation to:
 - :doc:`Fiscal Localizations <../finance/fiscal_localizations>`
 - :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`
 
-Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company
+Next, navigate to :menuselection:`Settings app --> Companies section --> Manage Companies`. Then,
-*activated* and *selected*, choose if you would like operations between companies to be synchronized
+select the desired company from the list. On the company form, select the :guilabel:`Inter-Company
-at an invoice/bills level or at a sales/purchase orders level.
+Transactions` tab, on the individual company's detail form.
 
-.. image:: companies/inter_company_transactions.png
+With the respective company activated and selected, choose one of the following :guilabel:`Rule`
+options:
+
+- :guilabel:`Do not synchronize`: do not synchronize any inter-company transactions.
+- :guilabel:`Synchronized invoice/bills`: generates a bill/invoice when a company confirms a
+  bill/invoice for the selected company.
+- :guilabel:`Synchronize Sales Order`: generates a drafted sales order using the selected company
+  warehouse, when a sales order is confirmed for the selected company. If, instead of a drafted
+  sales order, it should be validated, enable :guilabel:`Automatic Validation`.\*
+- :guilabel:`Synchronize Purchase Order`: generates a drafted purchase order using the selected
+  company warehouse, when a purchase order is confirmed for the selected company. If, instead of a
+  drafted purchase order, it should be validated, enable :guilabel:`Automatic Validation`.\*
+- :guilabel:`Synchronize Sales and Purchase Order`: generates a drafted purchase/sales order using
+  the selected company warehouse, when a sales/purchase order is confirmed for the selected company.
+  If, instead of a drafted purchase/sales order, it should be validated, enable :guilabel:`Automatic
+  Validation`.\*
+
+  \* The given option needs to be selected, so :guilabel:`Automatic Validation` appears in the
+  configuration.
+
+.. image:: companies/inter-company-transactions.png
    :align: center
-   :alt: View of the settings page emphasizing the inter company transaction field in Odoo
+   :alt: View of the settings page emphasizing the inter company transaction field in Odoo.
-
-- **Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for
-  the selected company.
-
-  *Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor
-  bill on the JS Store US, from the JS Store Belgium.
-
-.. image:: companies/invoice_inter_company.png
-   :align: center
-   :alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo
-
-- **Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected
-  company warehouse when a sales/purchase order is confirmed for the selected company. If instead of
-  a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*.
-
-  *Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order
-  on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature
-  was enabled).
-
-.. image:: companies/purchase_order_inter_company.png
-   :align: center
-   :alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo
 
 .. note::
-   Products have to be configured as *Can be sold* and must be shared between the companies.
+   Products **must** be configured as :guilabel:`Can be sold` and shared between the companies. See
+   :doc:`../inventory_and_mrp/inventory/product_management/product_tracking/type`.
+
+.. example::
+   :guilabel:`Synchronize invoice/bills`: an invoice posted on `JS Store Belgium`, for `JS Store
+   US`, automatically creates a vendor bill, and generates a drafted purchase/sales order using the
+   selected company warehouse, when a sales/purchase order is confirmed for the selected company.
+   If, instead of a drafted purchase/sales order, it should be validated, enable
+   :guilabel:`Automatic Validation`.
+
+   :guilabel:`Synchronize sales/purchase order`: when a sale order for `JS Store US` is confirmed on
+   `JS Store Belgium`, a purchase order on `JS Store Belgium` is automatically created (and
+   confirmed, if the :guilabel:`Automatic Validation` feature was enabled).
 
 .. tip::
-   Remember to test all workflows as an user other than the administrator.
+   Remember to test all workflows as a user *other* than the administrator.
 
 .. seealso::
-   - :doc:`Multi-company Guidelines </developer/howtos/company>`
+   - :doc:`Multi-company Guidelines <../../developer/howtos/company>`
    - :doc:`../finance/accounting/get_started/multi_currency`
 
 .. toctree::

content/applications/general/email_communication/email_servers.rst

@@ -55,6 +55,8 @@ their respective email, or as the name listed in their *Contacts* record.
 These notifications are sent using a default from address. For more information see
 :ref:`Use a default email address <email_communication/default>`.
 
+.. _email_servers/outbound:
+
 Manage outbound messages
 ========================