[IMP] account, website_sale: update taxcloud doc and misc changes in topic titles

accounting/others/taxes/application.rst

@@ -1,5 +1,5 @@
 ==========================================================
-How to adapt taxes to your customer status or localization
+How to adapt taxes to my customer status or localization
 ==========================================================
 
 Most often sales tax rates depend on your customer status or localization.
@@ -64,18 +64,6 @@ shipping address on creating an order.
     update and apply the new tax after the visitor has logged in or filled
     in his shipping address.
 
-In the US
----------
-If you are based in the US, right tax rates can be computed automatically thanks to TaxCloud.
-This is effort-less.
-
-* Create an account on TaxCloud.com.
-* Install *Account TaxCloud* addon in :menuselection:`Apps`.
-* Enter your credentials in :menuselection:`Accounting --> Configuration --> Settings`.
-* Hit *Sync TaxCloud Catgories (TIC)*.
-* Select a default TIC to compute taxes in :menuselection:`Accounting --> Configuration --> Settings`.
-* If some products go under a different TIC, select it from the product detail form (in *Invoicing* tab).
-
 Specific use cases
 ==================
 
@@ -92,5 +80,6 @@ taxes, just create two lines having the same *Tax on Product*.
 .. seealso::
 
   * :doc:`create`
+  * :doc:`taxcloud`
   * :doc:`tax_included`
   * :doc:`B2B_B2C`

accounting/others/taxes/default_taxes.rst

@@ -26,5 +26,6 @@ To change the default taxes set for any new product created go to
 
   * :doc:`create`
   * :doc:`application`
+  * :doc:`taxcloud`
   * :doc:`B2B_B2C`
   * :doc:`tax_included`

accounting/others/taxes/taxcloud.rst

@@ -1,8 +1,8 @@
 =======================================
-Manage Your Sales Tax with TaxCloud API
+How to get right tax rates in the US thanks to TaxCloud
 =======================================
 
-The **TaxCloud** module allows you to calculate the sales tax for every
+The **TaxCloud** integration allows you to calculate the sales tax for every
 address in the United States and keeps track of which product types are
 exempt from sales tax and in which states each exemption applies.
 TaxCloud calculates sales tax in real-time for every state, city, and
@@ -11,139 +11,77 @@ special jurisdiction in the United States.
 Configuration
 =============
 
-Install the TaxCloud module
----------------------------
-
-In the **Accounting** module, click on :menuselection:`Configuration --> Settings`.
-Under :menuselection:`Invoicing and Payments --> Taxes`, check the box **Compute sales
-tax automatically using TaxCloud**.
+In Tax Cloud
+------------
+* Create a free account on `*TaxCloud*
+  <https://taxcloud.net/#register>`__ website.
+* Register your website on TaxCloud to get an *API ID* and an *API Key*.
 
 .. image:: media/taxcloud01.png
   :align: center
 
-Configure TaxCloud API
-----------------------
-
-To configure your TaxCloud API, go to the **Accounting** module, click
-on :menuselection:`Configuration -> Settings`.
-** Under **TaxCloud Configuration** enter your account credentials (API ID and 
-API Key). For more information, please refer to the 
-`*Taxcloud* <http://taxcloud.net>`__ website.
+In Odoo
+-------
+* Go to :menuselection:`Invoicing/Accounting --> Configuration --> Settings`
+  and check *Compute sales tax automatically using TaxCloud*. Click *Apply*.
 
 .. image:: media/taxcloud02.png
   :align: center
 
-Synchronize the TICs(Taxability Information Codes) category
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-After connecting to TaxCloud API, click on **Sync TaxCloud
-Category (TIC)** to synchronize the TICs(Taxability Information Codes)
-for products.
+* Still in those settings, enter your TaxCloud credentials.
+* Hit *Sync TaxCloud Categories (TIC)* to import TIC product categories
+  from TaxCloud (Taxability Information Codes). Some categories may imply 
+  specific rates.
 
 .. image:: media/taxcloud03.png
   :align: center
 
-Company configuration
----------------------
+* Set default *TIC Code* and taxe rates. This will apply to any new 
+  product created. A default sales tax is needed to trigger the 
+  tax computation.
 
-In order to compute the right tax rate, the provider needs your company
-information. Be sure your address and default TIC category are correctly
-encoded.
+* For products under a specific category, select it in its detail form 
+  (in *Sales* tab).
+
+* Make sure your company address is well defined (especially the state 
+  and the zip code). Go to :menuselection:`Settings --> General Settings` 
+  and click *Configure your company data*.
+
+How it works
+============
+
+Automatic tax assignation works thanks to fiscal positions
+(see :doc:`application`).
+A specific fiscal position is created when installing *TaxCloud*.
+Everything works out-of-the-box.
+
+This fiscal position is set on any sales order, web order, or invoice
+when the customer country is *United States*. This is triggering the 
+automated tax computation.
 
 .. image:: media/taxcloud04.png
   :align: center
 
-Set default TIC category on your company. This ensures if you are
-selling the same TIC category product you aren’t required to fill the
-TIC on each product or in case of a missing TIC category on product it
-will automatically reference the default category for your company.
+Add a product with a default sales tax. Odoo will automatically
+send a request to TaxCloud, get the correct tax percentage based on the
+customer location (state and zip code) and product TIC category, create
+a new tax rate if that tax percentage does not already exist in 
+your system and return it in the order item line (e.g. 7.0%).
 
 .. image:: media/taxcloud05.png
   :align: center
 
-To check your information, go to the **Settings** app and click on
-**General Settings**. Next, click **Configure your company
-data.**
+How to create specific tax mappings using TaxCloud
+============================
 
-Product configuration
----------------------
-
-Set the correct sales tax and TIC category on the product. The main
-taxes are automatically configured according to the US chart of accounts.
-
-If you want to set a specific tax rate on a product, you can set the
-sales tax on the **product form** under the **Accounting** tab.
+You can create several fiscal positions using TaxCloud.
+Check *Use TaxCloud API* to do so. Such fiscal postions can be
+assigned to customers in their detail form in order to get them by default
+whenever they buy you something.
 
 .. image:: media/taxcloud06.png
   :align: center
 
-You can set the TIC Category on the **Product form** under the
-**Sales** tab.
-
-.. image:: media/taxcloud07.png
-  :align: center
-
-Customer configuration
-----------------------
-
-In order to compute the correct tax, the provider needs customer information. 
-Be sure your customer address is correctly encoded.
-
-.. image:: media/taxcloud08.png
-  :align: center
-
-The main fiscal positions are automatically created for TaxCloud in the
-**US** by default but you may need to create additional fiscal positions 
-for specific user cases.
-
-To define fiscal position:
-
--   Navigate to the **Accounting** app
-
--   Go to :menuselection:`Configuration --> Fiscal Position`
-
--   Default fiscal position (country) is set to US (you can
-    define the fiscal position in the Customer Form of the
-    **Accounting tab**).
-
-For more information on fiscal position, see the Odoo documentation on
-:doc:`application`.
-
-Manage your sales tax
-=====================
-
-Get sales tax automatically via TaxCloud
-----------------------------------------
-
-When the fiscal position(tax mapping on fiscal position) is applied
-(automatically) on a sales order, web order, or invoices it will send a
-request to TaxCloud and return a sales tax calculation.
-
-For example, to get sales tax automatically on a sales order: In the
-main menu click :menuselection:`Sales --> Sales orders` and create a new sales order. 
-Select a customer in the United States and TaxCloud will automatically
-apply the US fiscal position on the sales order.
-
-.. image:: media/taxcloud09.png
-  :align: center
-
-Add a product with sales tax on an order line and Odoo will automatically
-send a request to TaxCloud, get the correct tax percentage based on the
-customer’s State and Product TIC category, create a new tax rate if
-that tax percentage does not already exist on your list and return the
-new tax rate (example: 7.0%).
-
-.. image:: media/taxcloud10.png
-  :align: center
-
-You can also add a tax mapping line on the fiscal position with the new
-tax. Odoo will check if the tax exists for the customer's State and
-product TIC category in the fiscal position mapping line and if it does
-not exist it will send a request to TaxCloud to retrieve the new tax
-rate.
-
-.. image:: media/taxcloud11.png
-  :align: center
-
 .. seealso::
+  * :doc:`default_taxes`
   * :doc:`application`

ecommerce/getting_started.rst

@@ -1,5 +1,5 @@
 =================
-Getting Started
+Get started
 =================
 
 .. toctree::

ecommerce/getting_started/catalog.rst

@@ -1,5 +1,5 @@
 ==================================
-How to customize your catalog page 
+How to customize my catalog page 
 ==================================
 
 Product Catalog

ecommerce/managing_products.rst

@@ -1,5 +1,5 @@
 =================
-Manage your products
+Manage my products
 =================
 
 .. toctree::

ecommerce/maximizing_revenue.rst

@@ -1,5 +1,5 @@
 =================
-Maximize your revenue
+Maximize my revenue
 =================
 
 .. toctree::

ecommerce/publish.rst

@@ -1,5 +1,5 @@
 ===================
-Launch your website
+Launch my website
 ===================
 
 .. toctree::

ecommerce/shopper_experience.rst

@@ -1,5 +1,5 @@
 =================
-Improve the shopper experience
+Improve shopper experience
 =================
 
 .. toctree::

ecommerce/shopper_experience/portal.rst

@@ -1,5 +1,5 @@
 ==========================================
-How your customers can access their portal
+How customers can access their portal
 ==========================================
 
 It has never been so easy for your customers to access their documents