diff --git a/getting_started/Nouveau dossier/documentation.rst b/getting_started/Nouveau dossier/documentation.rst new file mode 100644 index 000000000..bab6af9d3 --- /dev/null +++ b/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 `__. + +.. 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 `__ + +- Watch the videos on our eLearning platform (free with your first Success Pack): + `https://odoo.thinkific.com/courses/odoo-functional `__ + +- Watch the webinars on our + `Youtube channel `__ + +- Or send your questions to our online support team through our + `online support form `__. + +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 `__ + +- Introduction Videos: + `https://www.odoo.com/r/videos `__ + +- Customer Reviews: + `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 `__. +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 `__\ + +- Odoo Online Security: + `https://www.odoo.com/page/security `__ + +- Privacy Policies: + `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 `__. + +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 `__ 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 `__ + +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 `. + +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 diff --git a/getting_started/Nouveau dossier/media/getting_started01.png b/getting_started/Nouveau dossier/media/getting_started01.png new file mode 100644 index 000000000..0633f8892 Binary files /dev/null and b/getting_started/Nouveau dossier/media/getting_started01.png differ diff --git a/getting_started/Nouveau dossier/media/getting_started02.png b/getting_started/Nouveau dossier/media/getting_started02.png new file mode 100644 index 000000000..3aea9f7ba Binary files /dev/null and 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+.. 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 `__, + +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 `__, + +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 `__, + +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