[ADD]Website:Multi Website

getting_started/Nouveau dossier/documentation.rst

@@ -0,0 +1,430 @@
+:banner: banners/getting_started.jpg
+
+==========================
+Odoo Online Implementation
+==========================
+
+This document summarizes **Odoo Online's services**, our Success Pack
+**implementation methodology**, and best practices to get started
+with our product.
+
+*We recommend that new Odoo Online customers read this document before
+the kick-off call with our project manager. This way, we save time and
+don't have to use your hours from the success pack discussing the
+basics.*
+
+*If you have not read this document, our project manager will review
+this with you at the time of the kick-off call.*
+
+Getting Started
+===============
+
+Do not wait for the kick-off meeting to begin playing with the software.
+The more exposure you have with Odoo, the more time you will save later
+during the implementation.
+
+Once you purchase an Odoo Online subscription, you will receive
+instructions by email on how to activate or create your database. From
+this email, you can activate your existing Odoo database or create a new
+one from scratch.
+
+If you did not receive this email, e.g. because the payment was made by
+someone else in your company, contact our support team using our 
+`online support form <https://www.odoo.com/help>`__.
+
+.. image:: media/getting_started02.png
+    :align: center
+
+Fill in the sign-in or sign-up screens and you will get your first Odoo
+database ready to be used. 
+
+In order to familiarize yourself with the user interface, take a few
+minutes to create records: *products, customers, opportunities* or
+*projects/tasks*. Follow the blinking dots, they give you tips about
+the user interface as shown in the picture below.
+
++----------------+----------------+
+|  |left_pic|    | |right_pic|    |
++----------------+----------------+
+
+Once you get used to the user interface, have a look at the
+implementation planners. These are accessible from the Settings app, or
+from the top progress bar on the right hand side of the main
+applications.
+
+.. image:: media/getting_started05.png
+    :align: center
+
+These implementation planners will:
+
+-  help you define your goals and KPIs for each application,
+
+-  guide you through the different configuration steps,
+
+-  and provide you with tips and tricks to getting the most out of Odoo.
+
+Fill in the first steps of the implementation planner (goals,
+expectations and KPIs). Our project manager will review them with you
+during the implementation process.
+
+.. image:: media/getting_started06.png
+    :align: center
+
+If you have questions or need support, our project manager will guide
+you through all the steps. But you can also:
+
+-   Read the documentation on our website:
+    `https://www.odoo.com/documentation/user <https://www.odoo.com/documentation/user>`__
+    
+-   Watch the videos on our eLearning platform (free with your first Success Pack):
+    `https://odoo.thinkific.com/courses/odoo-functional <https://odoo.thinkific.com/courses/odoo-functional>`__
+    
+-   Watch the webinars on our 
+    `Youtube channel <https://www.youtube.com/user/OpenERPonline>`__    
+
+-   Or send your questions to our online support team through our
+    `online support form <https://www.odoo.com/help>`__.
+
+What do we expect from you?
+===========================
+
+We are used to deploying fully featured projects within 25 to 250 hours of
+services, which is much faster than any other ERP vendor on the market.
+Most projects are completed between 1 to 9 calendar months.
+
+But what really **differentiates between a successful implementation and
+a slow one, is you, the customer!** From our experience, when our customer 
+is engaged and proactive the implementation is smooth.
+
+Your internal implementation manager
+------------------------------------
+
+We ask that you maintain a single point of contact within your company to 
+work with our project manager on your Odoo implementation. This is to ensure 
+efficiency and a single knowledge base in your company. 
+Additionally, this person must:
+
+-   **Be available at least 2 full days a week** for the project,
+    otherwise you risk slowing down your implementation. More is better with
+    the fastest implementations having a full time project manager.
+
+-   **Have authority to take decisions** on their own. Odoo usually
+    transforms all departments within a company for the better. There 
+    can be many small details that need quick turnarounds for answers and
+    if there is too much back and forth between several internal decision 
+    makers within your company it could potentially seriously slow everything down.
+
+-   **Have the leadership** to train and enforce policies internally with full support
+    from all departments and top management, or be part of top management.
+
+Integrate 90% of your business, not 100%
+----------------------------------------
+
+You probably chose Odoo because no other software allows for such a high
+level of automation, feature coverage, and integration. But **don't be an
+extremist.**
+
+Customizations cost you time, money, are more complex to maintain, add risks
+to the implementation, and can cause issues with upgrades.
+
+Standard Odoo can probably cover 90% of your business processes and requirements.
+Be flexible on the remaining 10%, otherwise that 10% will cost you twice the original
+project price. One always underestimates the hidden costs of customization.
+
+-   **Do it the Odoo way, not yours.** Be flexible, use Odoo the way it
+    was designed. Learn how it works and don't try to replicate the
+    way your old system(s) work.
+
+-   **The project first, customizations second.** If you really want to
+    customize Odoo, phase it towards the end of the project, ideally
+    after having been in production for several months. Once a customer 
+    starts using Odoo, they usually drop about 60% of their customization
+    requests as they learn to perform their workflows out of the box, or 
+    the Odoo way. It is more important to have all your business processes 
+    working than customizing a screen to add a few fields here and there 
+    or automating a few emails.
+
+Our project managers are trained to help you make the right decisions and
+measure the tradeoffs involved but it is much easier if you are aligned
+with them on the objectives. Some processes may take more time than your 
+previous system(s), however you need to weigh that increase in time with 
+other decreases in time for other processes. If the net time spent is 
+decreased with your move to Odoo than you are already ahead.
+
+Invest time in learning Odoo
+----------------------------
+
+Start your free trial and play with the system. The more comfortable you
+are navigating Odoo, the better your decisions will be and the quicker
+and easier your training phases will be.
+
+Nothing replaces playing with the software, but here are some extra
+resources:
+
+-   Documentation:
+    `https://www.odoo.com/documentation/user <https://www.odoo.com/documentation/user>`__
+
+-   Introduction Videos:
+    `https://www.odoo.com/r/videos <https://www.odoo.com/r/videos>`__
+
+-   Customer Reviews:
+    `https://www.odoo.com/blog/customer-reviews-6 <https://www.odoo.com/blog/customer-reviews-6>`__
+
+Get things done
+---------------
+
+Want an easy way to start using Odoo? Install Odoo Notes to manage your
+to-do list for the implementation:
+`https://www.odoo.com/page/notes <https://www.odoo.com/page/notes>`__.
+From your Odoo home, go to Apps and install the Notes application.
+
+.. image:: media/getting_started07.png
+    :align: center
+
+This module allows you to:
+
+-   Manage to-do lists for better interactions with your consultant;
+
+-   Share Odoo knowledge & good practices with your employees;
+
+-   Get acquainted with all the generic tools of Odoo: Messaging,
+    Discussion Groups, Kanban Dashboard, etc.
+
+.. image:: media/getting_started08.png
+    :align: center
+
+.. tip::
+    This application is even compatible with the Etherpad platform
+    (http://etherpad.org). To use these collaborative pads rather than
+    standard Odoo Notes, install the following add-on: Memos Pad.
+
+What should you expect from us?
+===============================
+
+Subscription Services
+---------------------
+
+Cloud Hosting
+~~~~~~~~~~~~~
+
+Odoo provides a top notch cloud infrastructure including backups in
+three different data centers, database replication, the ability to
+duplicate your instance in 10 minutes, and more!
+
+-   Odoo Online SLA:
+    `https://www.odoo.com/page/odoo-online-sla <https://www.odoo.com/page/odoo-online-sla>`__\
+
+-   Odoo Online Security:
+    `https://www.odoo.com/page/security <https://www.odoo.com/fr_FR/page/security>`__
+
+-   Privacy Policies:
+    `https://www.odoo.com/page/odoo-privacy-policy <https://www.odoo.com/page/odoo-privacy-policy>`__
+
+Support
+~~~~~~~
+
+Your Odoo Online subscription includes an **unlimited support service at
+no extra cost, 24/5, Monday to Friday**. To cover 24 hours, our teams
+are in San Francisco, Belgium, and India. Questions could be about
+anything and everything, like specific questions on current Odoo features and where to configure them, bugfix requests,
+payments, or subscription issues.
+
+Our support team can be contacted through our
+`online support form <https://www.odoo.com/help>`__.
+
+Note: The support team cannot develop new features, customize, import
+data or train your users. These services are provided by your dedicated
+project manager, as part of the Success Pack.
+
+Upgrades
+~~~~~~~~
+
+Once every two months, Odoo releases a new version. You will get an
+upgrade button within the **Manage Your Databases** screen. Upgrading your
+database is at your own discretion, but allows you to benefit from new
+features.
+
+We provide the option to upgrade in a test environment so that you can
+evaluate a new version or train your team before the rollout. Simply
+fill our `online support form <https://www.odoo.com/help>`__ to make this request.
+
+Success Pack Services
+---------------------
+
+The Success Pack is a package of premium hour-based services performed by
+a dedicated project manager and business analyst. The initial allotted hours
+you purchased are purely an estimate and we do not guarantee completion of 
+your project within the first pack. We always strive to complete projects 
+within the initial allotment however any number of factors can contribute
+to us not being able to do so; for example, a scope expansion (or "Scope Creep")
+in the middle of your implementation, new detail discoveries, or an increase
+in complexity that was not apparent from the beginning.
+
+The list of services according to your Success Pack is detailed online:
+`https://www.odoo.com/pricing-packs <https://www.odoo.com/pricing-packs>`__
+
+The goal of the project manager is to help you get to production within
+the defined time frame and budget, i.e. the initial number of hours
+defined in your Success Pack.
+
+His/her role includes:
+
+-   **Project Management:** Review of your objectives & expectations,
+    phasing of the implementation (roadmap), mapping your
+    business needs to Odoo features.
+
+-   **Customized Support:** By phone, email or webinar.
+
+-   **Training, Coaching, and Onsite Consulting:** Remote trainings via
+    screen sharing or training on premises. For on-premise training
+    sessions, you will be expected to pay extra for travel expenses
+    and accommodations for your consultant.
+
+-   **Configuration:** Decisions about how to implement specific needs in
+    Odoo and advanced configuration (e.g. logistic routes, advanced
+    pricing structures, etc.)
+
+-   **Data Import**: We can do it or assist you on how to do it with a
+    template prepared by the project manager.
+
+If you have subscribed to **Studio**, you benefit from the following
+extra services:
+
+-   **Customization of screens:** Studio takes the Drag and Drop approach to
+    customize most screens in any way you see fit.
+
+-   **Customization of reports (PDF):** Studio will not allow you
+    to customize the reports yourself, however our project managers have 
+    access to developers for advanced customizations. 
+
+-   **Website design:** Standard themes are provided to get started at
+    no extra cost. However, our project manager can coach you on how to utilize
+    the building blocks of the website designer. The time spent will consume
+    hours of your Success Pack.
+
+-   **Workflow automations:** Some examples include setting values in fields based on
+    triggers, sending reminders by emails, automating actions, etc.
+    For very advanced automations, our project managers have access
+    to Odoo developers.
+    
+If any customization is needed, Odoo Studio App will be required. Customizations 
+made through Odoo Studio App will be maintained and upgraded at each Odoo upgrade, 
+at no extra cost.
+
+All time spent to perform these customizations by our Business Analysts will be 
+deducted from your Success Pack.
+
+In case of customizations that cannot be done via Studio and would require a 
+developer’s intervention, this will require Odoo.sh, please speak to your 
+Account Manager for more information. Additionally, any work performed by a 
+developer will add a recurring maintenance fee to your subscription to cover 
+maintenance and upgrade services. This cost will be based on hours spent by 
+the developer: 4€ or $5/month, per hour of development will be added to the 
+subscription fee.
+
+**Example:** A customization that took 2 hours of development will cost:
+2 hours deducted from the Success Pack for the customization development
+2 * $5 = $10/month as a recurring fee for the maintenance of this customization
+
+Implementation Methodology
+==========================
+
+We follow a **lean and hands-on methodology** that is used to put
+customers in production in a short period of time and at a low cost.
+
+After the kick-off meeting, we define a phasing plan to deploy Odoo
+progressively, by groups of apps.
+
+.. image:: media/getting_started09.png
+    :align: center
+
+The goal of the **Kick-off call** is for our project manager to come
+to an understanding of your business in order to propose an
+implementation plan (phasing). Each phase is the deployment of a set of
+applications that you will fully use in production at the end of the
+phase.
+
+For every phase, the steps are the following:
+
+1.  **Onboarding:** Odoo's project manager will review Odoo's business
+    flows with you, according to your business. The goal is to train
+    you, validate the business process and configure according to
+    your specific needs.
+
+2.  **Data:** Created manually or imported from your existing system.
+    You are responsible for exporting the data from your existing system
+    and Odoo's project manager will import them in Odoo.
+
+3.  **Training:** Once your applications are set up, your data imported, and
+    the system is working smoothly, you will train your users. There will 
+    be some back and forth with your Odoo project manager to answer questions 
+    and process your feedback.
+
+4.  **Production**: Once everyone is trained, your users start using
+    Odoo.
+
+Once you are comfortable using Odoo, we will fine-tune the process and
+**automate** some tasks and do the remaining customizations (**extra
+screens and reports**).
+
+Once all applications are deployed and users are comfortable with Odoo,
+our project manager will not work on your project anymore (unless you
+have new needs) and you will use the support service if you have further
+questions.
+
+Managing your databases
+=======================
+
+To access your databases, go to Odoo.com, sign in and click **My
+Databases** in the drop-down menu at the top right corner.
+
+.. image:: media/getting_started10.png
+    :align: center
+
+Odoo gives you the opportunity to test the system before going live or
+before upgrading to a newer version. Do not mess up your working
+environment with test data!
+
+For those purposes, you can create as many free trials as you want
+(each available for 15 days). Those instances can be instant copies of your
+working environment. To do so, go to the Odoo.com account in **My
+Organizations** page and click **Duplicate**.
+
+.. image:: media/getting_started11.png
+    :align: center
+
+.. image:: media/getting_started12.png
+    :align: center
+    
+You can find more information on how to manage your databases
+:ref:`here <db_management/documentation>`.
+
+Customer Success
+================
+
+Odoo is passionate about delighting our customers and ensuring that
+they have all the resources needed to complete their project.
+
+During the implementation phase, your point of contact is the project
+manager and eventually the support team.
+
+Once you are in production, you will probably have less interaction
+with your project manager. At that time, we will assign a member of
+our Client Success Team to you. They are specialized in the long-term
+relationship with our customers. They will contact you to showcase new
+versions, improve the way you work with Odoo, assess your new needs,
+etc...
+
+Our internal goal is to keep customers for at least 10 years and offer
+them a solution that grows with their needs!
+
+Welcome aboard and enjoy your Odoo experience!
+
+.. seealso::
+    * :doc:`../../db_management/documentation`
+    
+.. image:: media/getting_started13.png
+    :align: center
+
+.. |left_pic| image:: media/getting_started03.png
+.. |right_pic| image:: media/getting_started04.png

website.rst

@@ -9,5 +9,6 @@ Website
 
    website/publish
    website/optimize
+   
 
 

website/publish.rst

@@ -7,6 +7,7 @@ Publish
 
    publish/domain_name
    publish/translate
+   publish/multi_website
 
 
 

website/publish/multi_website.rst

@@ -0,0 +1,307 @@
+=====================
+Manage Multi Websites
+=====================
+
+.. image:: media/multi_website01.png
+  :align: center
+
+Odoo’s Multi-Websites opens up wide possibilities of diversification and
+customer segmentation for your business. A multiplied audience and
+boosted revenue are now just a few clicks away!
+
+Each website can work in a fully independent way, with its own theme,
+branding, domain name, header & footer, pages, languages, products, blog
+posts, forum, slides, events, live chat channels, etc. Let’s go for a
+tour!
+
+Setup
+=====
+
+To create a new website, go to :menuselection:`Website --> Configuration → Settings`.
+The button, *Create a new website*, lays in the first section.
+
+
+
+.. image:: media/multi_website02.png
+  :align: center
+
+In the upcoming prompt, set a name for your new website and a specific
+domain name. Leave empty to publish the new website under the default
+domain of your Odoo database. You can later set some country groups to
+redirect visitors to it using Geo IP.
+
+Then, select a theme. This new website might have a totally different
+purpose or audience than the first one. So feel free to go for a
+different theme!
+
+Once the theme is selected, you can start to build the homepage of your
+website. Follow the purple drops, they will help you in the first steps.
+
+.. image:: media/multi_website03.png
+  :align: center
+
+.. note::
+      If you run Odoo Online, don’t forget to redirect any new domain
+      name to your Odoo database (CNAME) and to authorize it Odoo-side. 
+      `Read <https://www.odoo.com/documentation/user/online/website/publish/domain_name.html>`__,
+
+Create the menu
+===============
+
+The new website has a default menu with all the installed applications.
+To edit it, click *Pages > Edit Menu*. Moving forward you only edit
+the menu of the current website.
+
+Switch from one website to another
+==================================
+
+
+As easy as ABC! There is a website switcher in the right corner of the
+edit bar. Switching to another website will connect to the domain of
+this website. If you use another domain for the website, the user is
+requested to sign in.
+
+.. image:: media/multi_website04.png
+  :align: center
+
+
+
+.. note::
+    When switching, you are taken to the same domain path in the
+    other website (e.g. /shop/myproduct). If this URL is not used there, you will be redirected to a 404 page but suggested to create a new page from there.
+
+Add features
+============
+
+The website apps you install (e.g. Slides, Blogs) are made available in
+all your websites. You can of course keep them hidden in one website by
+removing the menu item.
+
+Each website comes with a high range of specific options in the
+settings. First select the website to configure.
+
+.. image:: media/multi_website05.png
+  :align: center
+
+Then, take a look at the options flagged with the earth icon. It means
+they only impact the very website you are working on.
+
+.. image:: media/multi_website06.png
+  :align: center
+
+You can for instance set specific :
+
+-  languages,
+
+-  domain names,
+
+-  social media links,
+
+-  customer portal mode (B2C vs. B2B),
+
+-  dedicated live chat channels,
+
+-  etc.
+
+The other options are global and apply to all your websites.
+
+Manage domain names
+===================
+
+
+As said earlier, your websites can either share the same domain name or
+use a specific one. If you share it and want to adapt the content per
+region, set country groups in the setting of each website. Visitors will
+be redirected to the right website using Geo IP.
+
+.. image:: media/multi_website07.png
+  :align: center
+
+.. note:: 
+Geo IP is installed by default in Odoo Online. If you run Odoo
+on-premise, don’t forget to install \*geoip\* library.
+
+`Read the full documenation about domain names here <https://www.odoo.com/documentation/user/online/website/publish/domain_name.html>`__, 
+
+Customize the visitor experience
+================================
+
+
+The customer experience can be customized very deeply thanks to the menu
+\*Customize\*. All the visual options available there are specific to
+each website. Go through the different pages to adapt them to this new
+audience. Focus on workflows and automatic pages (eCommerce checkout,
+blogs, events, etc.) as the number of available options is higher there.
+
+.. image:: media/multi_website08.png
+  :align: center
+
+Publish specific content per website
+------------------------------------
+
+
+Like static pages, any content created from the front-end (product, blog
+post, etc.) is always only published in the current website. You can
+change that from the edit form view in the backend and leave the
+*Website* field blank. This will publish it in all the websites.
+
+.. image:: media/multi_website09.png
+  :align: center
+
+Here are all the objects that you can link to *either one or all the
+websites*:
+
+1. Products
+
+2. Product Categories for eCommerce
+
+3. Blogs
+
+4. Slide Channels
+
+5. Forums
+
+6. Events
+
+7. Job Positions
+
+.. note::
+    When you create the record from the backend and publish it,
+    typically a product or an event, it is made available in all websites.
+
+Publish a page in all websites
+------------------------------
+
+A new static page is created and only made available in the current
+website. You can duplicate it to other websites from 
+:menuselection:`Website --> Configuration → Pages`. To do so, leave the *Website* field empty.
+
+If you want to duplicate it in just one other website, duplicate the
+page and set the new website.
+
+.. image:: media/multi_website10.png
+  :align: center
+
+When you edit the page again, the change only affects the current
+website. A new page is actually duplicated and tied up to the website.
+The original page still being linked to all websites.
+
+.. tip:: 
+      By grouping pages by URL in the page manager, you easily find
+      the original page behind each edited page.
+
+.. image:: media/multi_website11.png
+  :align: center
+
+Multi-companies
+===============
+
+Each website can be linked to a specific company of your system, in a
+multi-companies environment.
+
+.. image:: media/multi_website12.png
+  :align: center
+
+With such a configuration, only company-related data appear on the
+website (products, jobs, events, etc.).
+
+Website editors can only view and edit the pages of the records they
+have access to, typically the ones belonging to their current company
+(and to their subsidiaries, or child companies in Odoo language). And so
+is it for visitors.
+
+.. note::
+      If websites are multi-companies, you don’t change company when
+      switching websites. To change company and see the related content, use
+      the company selector in the menu.
+
+.. image:: media/multi_website13.png
+  :align: center
+
+Configure your eCommerce website
+================================
+
+eCommerce is a key feature in the multi-websites environment. We made it
+so that the entire flow can be customized to fit the very audience of
+each website.
+
+Products only available in one website
+--------------------------------------
+
+We already saw earlier how to publish a specific record in only one
+website. You will find the \*Website\* field in the eCommerce tab of the
+product edit form. Empty means available in all websites.
+
+.. image:: media/multi_website14.png
+  :align: center
+
+Products available on *some* websites
+-------------------------------------
+
+To make a product available on some websites, but not all of them, you
+should duplicate the product for each website.
+
+If you need a unique reference to manage in your inventory, you should
+install *Manufacturing\ and create *Kits* BoMs (bills of materials).
+Each kit will link each published “virtual” product to the main
+reference managed in your inventory. That way, any item sold from your
+website will be converted into the storable item in the delivery order.
+
+Pricelists
+----------
+
+To manage specific prices by websites, you can activate *Multiple Sales
+Prices per Product* in Website settings.
+
+Then, go to :menuselection:`Website --> Products → Pricelists` to create additional
+pricelists. Read `Pricelists Documenation <https://www.odoo.com/documentation/user/online/ecommerce/maximizing_revenue/pricing.html>`__, 
+
+if you need help. Select a website to make a pricelist only available on
+this website.
+
+.. image:: media/multi_website15.png
+  :align: center
+
+Leaving the field empty means you make it work in all websites if
+*Selectable* is checked. Otherwise, it makes it only available for
+sales backend operations of Sales and Point of Sale applications.
+
+Payment Methods
+---------------
+
+By default, activated payment acquirers are deployed in all websites.
+You could already use specific payment acquirers per country using Geo
+IP by defining countries in their configuration. Now you can also do it
+per website by filling in the *Website* field.
+
+Customer accounts
+-----------------
+
+There is a setting to choose how to manage customer accounts in Website
+settings. You can either allow customers to use one account through all
+the websites or compel them to create one account for each website. This
+last option is convenient if your websites shouldn’t be related to each
+other in the visitor mind.
+
+.. image:: media/multi_website16.png
+  :align: center
+
+Technical hints for customization
+=================================
+
+If you want to publish custom objects on the website, here are a few
+tips to make it work with multi websites:
+
+-  Sitemap: don’t forget the domain in the route to only publish
+       available records in each website’s sitemap.
+
+-  Access: you should call the method
+       *can_access_from_current_website* in the controller to make
+       sure the visitor can see a record in the current website.
+
+-  Search: when a list of records is displayed, don’t forget to specify
+       the domain to only display records available for the current
+       website.
+
+.. image:: media/multi_website17.png
+  :align: center