[MERGE] Forward-port of branch 13.0 to 14.0
@ -1,16 +1,21 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
==============
|
||||
Administration
|
||||
==============
|
||||
====================
|
||||
Install and Maintain
|
||||
====================
|
||||
|
||||
These guides provide instructions on how to install, maintain and upgrade Odoo databases.
|
||||
|
||||
.. seealso::
|
||||
:doc:`History of Versions <administration/maintain/supported_versions>`
|
||||
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
administration/install
|
||||
administration/deployment
|
||||
administration/update
|
||||
administration/db_upgrade
|
||||
administration/maintain
|
||||
administration/odoo_sh
|
||||
administration/db_management
|
||||
administration/enterprise
|
||||
|
@ -1,12 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
===================
|
||||
Database Management
|
||||
===================
|
||||
|
||||
|
||||
.. toctree::
|
||||
|
||||
db_management/db_online
|
||||
db_management/db_premise
|
||||
db_management/hosting_changes
|
@ -1,233 +0,0 @@
|
||||
|
||||
.. _db_online:
|
||||
|
||||
==========================
|
||||
Online Database management
|
||||
==========================
|
||||
|
||||
To manage your databases, access the `database management page
|
||||
<https://www.odoo.com/my/databases>`__ (you will have to sign in). Then click
|
||||
on the `Manage Your Databases <https://www.odoo.com/my/databases/manage>`__
|
||||
button.
|
||||
|
||||
.. image:: media/databases.png
|
||||
:align: center
|
||||
|
||||
Make sure you are connected as the administrator of the database you
|
||||
want to manage - many operations depends on identifying you remotely to that
|
||||
database.
|
||||
|
||||
Several actions are available:
|
||||
|
||||
.. image:: media/db_buttons.png
|
||||
:align: center
|
||||
|
||||
* :ref:`Upgrade <upgrade_button>`
|
||||
Upgrade your database to the latest Odoo version to enjoy cutting-edge
|
||||
features
|
||||
* :ref:`Duplicate <duplicate_online>`
|
||||
Make an exact copy of your database, if you want
|
||||
to try out new apps or new flows without compromising
|
||||
your daily operations
|
||||
* :ref:`Rename <rename_online_database>`
|
||||
Rename your database (and its URL)
|
||||
* **Backup**
|
||||
Download an instant backup of your database; note that we
|
||||
back up databases daily according to our Odoo Cloud SLA
|
||||
* :ref:`Domains <custom_domain>`
|
||||
Configure custom domains to access your
|
||||
database via another URL
|
||||
* :ref:`Delete <delete_online_database>`
|
||||
Delete a database instantly
|
||||
* Contact Support
|
||||
Access our `support page <https://www.odoo.com/help>`__
|
||||
with the correct database already selected
|
||||
|
||||
.. _upgrade_button:
|
||||
|
||||
Upgrade
|
||||
=======
|
||||
|
||||
.. warning:: Upgrading your database to a newer version of Odoo is a complex operation
|
||||
that require time and caution. It is extremely important that you
|
||||
fully test the process before upgrading your production database.
|
||||
|
||||
Odoo releases new versions regularly (at least once a year), and upgrading your
|
||||
database to enjoy new Odoo features is part of the Odoo Online experience.
|
||||
|
||||
The upgrade process can take some time, especially if you use multiple apps or
|
||||
apps that manage sensitive data (e.g. Accounting, Inventory, etc.). In general,
|
||||
the 'smaller' the database, the quickest the upgrade. A single-user
|
||||
database that uses only CRM will be processed faster than a multi-company,
|
||||
multi-user database that uses Accounting, Sales, Purchase and Manufacturing.
|
||||
|
||||
Unfortunately, it is impossible to give time estimates for every upgrade request,
|
||||
since Odoo.com will test manually every database upgrade at least once and will
|
||||
need to correct/adapt changes made to the standard Odoo Apps (e.g. through Studio
|
||||
or through a Success Pack) on a case-by-case basis. This can make the process
|
||||
slower, since requests are treated in the order they arrive. This is especially
|
||||
true in the months following the release of a new major version, which can lengthen
|
||||
the upgrade delay significantly.
|
||||
|
||||
The upgrade process is quite simple from your point of view:
|
||||
|
||||
1. You request a test upgrade
|
||||
2. Once all tests have been validated **by you**, you upgrade your actual database
|
||||
|
||||
The process to request a test or a production (*actual*) upgrade is the same.
|
||||
|
||||
First, make sure to be connected to the database you want to upgrade and access the
|
||||
`database management page <https://www.odoo.com/my/databases>`__.
|
||||
|
||||
.. note:: You have to have an active session with access to the Settings app
|
||||
in the database you want to upgrade for the button to be visible.
|
||||
|
||||
On the line of the database you want to upgrade, click
|
||||
on the "Cog" menu. If an newer version of Odoo is available, you will see an 'Upgrade'
|
||||
button.
|
||||
|
||||
.. image:: media/upgrade1.png
|
||||
:align: center
|
||||
|
||||
You have the possibility to choose the target version of the upgrade. By default,
|
||||
we select the highest available version available for your database; if you were
|
||||
already in the process of testing an upgrade, we will automatically select the
|
||||
version you were already testing (even if we released a more recent version during
|
||||
your tests).
|
||||
|
||||
.. image:: media/upgrade_test.png
|
||||
:align: center
|
||||
|
||||
By clicking on the "Test upgrade" button, an upgrade request will be generated.
|
||||
Only one request can be made at time for each database; if a request has already
|
||||
been made, you will see an 'Upgrade Queued' note instead and asking another
|
||||
request will not be possible.
|
||||
|
||||
A test upgrade will create a copy of your database, upgrade it and make it
|
||||
available to you automatically once successful. If this is the first test you
|
||||
request for this particular database, a manual testing phase will be done by
|
||||
Odoo.com - this could take time (up to several weeks). Subsequent requests
|
||||
will not go through that manual testing step and will usually be made
|
||||
available in a few hours. Once the test database is available, you should
|
||||
receive an e-mail with the URL of the test database.
|
||||
|
||||
**Testing your database is the most important step of the upgrade process!**
|
||||
Even though we test all upgrades manually, we do not know your work processes.
|
||||
A change in standard workflows of Odoo in new versions might require you to
|
||||
change internal processes, or some of the customizations you made through Odoo
|
||||
Studio might not work properly. *It is up to you to make sure that everything
|
||||
works as it should!* You can report issues with your test database through our
|
||||
`Support page <https://www.odoo.com/help>`__.
|
||||
|
||||
Make sure to do one last test of your upgrade right before the final upgrade
|
||||
(e.g. the day before) to ensure everything will run smoothly. Downgrading is
|
||||
not possible and post-poning an upgrade is always easier than being prevented
|
||||
to work by an upgrade issue after the fact!
|
||||
|
||||
Once you are ready and you have validated all your tests, you can click
|
||||
again on the Upgrade button and confirm by clicking on Upgrade (the button
|
||||
with the little rocket!) to switch your production database to the new version.
|
||||
Your database will then be taken offline within the next 10 minutes and will be
|
||||
upgraded automatically; you receive a confirmation
|
||||
e-mail once the process is completed.
|
||||
|
||||
.. image:: media/upgrade_prod.png
|
||||
:align: center
|
||||
|
||||
.. warning::
|
||||
Your database will be taken offline during the upgrade (usually between 30min up to several hours
|
||||
for big databases), so make sure to plan your migration during non-business hours.
|
||||
|
||||
.. _duplicate_online:
|
||||
|
||||
Duplicating a database
|
||||
======================
|
||||
|
||||
.. note:: Database duplication, renaming, custom DNS, etc. is not available
|
||||
for trial databases on our Online platform. Paid Databases and "One App
|
||||
Free" database can duplicate without problem.
|
||||
|
||||
|
||||
In the line of the database you want to duplicate, you will have a few
|
||||
buttons. To duplicate your database, just click **Duplicate**. You will
|
||||
have to give a name to your duplicate, then click **Duplicate Database**.
|
||||
|
||||
.. image:: media/db_duplicate.png
|
||||
:align: center
|
||||
|
||||
.. danger:: If you do not check the "For testing purposes" checkbox when
|
||||
duplicating a database, all external communication will remain active:
|
||||
|
||||
* Emails are sent
|
||||
|
||||
* Payments are processed (in the e-commerce or Subscriptions apps, for
|
||||
example)
|
||||
|
||||
* Delivery orders (shipping providers) are sent
|
||||
|
||||
* Etc.
|
||||
|
||||
Make sure to check the checkbox "For testing purposes" if you want these
|
||||
behaviours to be disabled.
|
||||
|
||||
After a few seconds, you will be logged in your duplicated database.
|
||||
Notice that the url uses the name you chose for your duplicated
|
||||
database.
|
||||
|
||||
.. note::
|
||||
Duplicate databases expire automatically after 15 days.
|
||||
|
||||
.. image:: media/dup_expires.png
|
||||
:align: center
|
||||
|
||||
.. _rename_online_database:
|
||||
|
||||
Rename a Database
|
||||
===================
|
||||
|
||||
To rename your database, make sure you are connected to the database you want
|
||||
to rename, access the `database management page <https://www.odoo.com/my/databases>`__
|
||||
and click **Rename**. You will have to give a new name to your database,
|
||||
then click **Rename Database**.
|
||||
|
||||
.. image:: media/rename.png
|
||||
:align: center
|
||||
|
||||
.. _delete_online_database:
|
||||
|
||||
Deleting a Database
|
||||
===================
|
||||
|
||||
You can only delete databases of which you are the administrator.
|
||||
|
||||
.. danger:: When you delete your database all the data will be permanently lost.
|
||||
The deletion is instant and for all the Users. We advise you to do an
|
||||
instant backup of your database before deleting it, since the last automated
|
||||
daily backup may be several hours old at that point.
|
||||
|
||||
|
||||
From the `database management page <https://www.odoo.com/my/databases>`__,
|
||||
on the line of the database you want to delete, click on the "Delete" button.
|
||||
|
||||
.. image:: media/delete_button.png
|
||||
:align: center
|
||||
|
||||
|
||||
Read carefully the warning message that will appear and proceed only if you
|
||||
fully understand the implications of deleting a database:
|
||||
|
||||
.. image:: media/delete_warning.png
|
||||
:align: center
|
||||
|
||||
After a few seconds, the database will be deleted and the page will
|
||||
reload automatically.
|
||||
|
||||
.. note::
|
||||
* If you need to re-use this database name, it will be immediately available.
|
||||
|
||||
* It is not possible to delete a database if it is expired or linked
|
||||
to a Subscription. In these cases contact
|
||||
`Odoo Support <https://www.odoo.com/help>`__
|
||||
|
||||
* If you want to delete your Account, please contact
|
||||
`Odoo Support <https://www.odoo.com/help>`__
|
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@ -1,12 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
==========
|
||||
Deployment
|
||||
==========
|
||||
|
||||
|
||||
.. toctree::
|
||||
|
||||
deployment/deploy
|
||||
deployment/cdn
|
||||
deployment/email_gateway
|
@ -1,756 +1,12 @@
|
||||
:nosearch:
|
||||
|
||||
.. _setup/install:
|
||||
=======
|
||||
Install
|
||||
=======
|
||||
|
||||
===============
|
||||
Installing Odoo
|
||||
===============
|
||||
.. toctree::
|
||||
|
||||
There are multiple ways to install Odoo, or not install it at all, depending
|
||||
on the intended use case.
|
||||
|
||||
This documents attempts to describe most of the installation options.
|
||||
|
||||
:ref:`setup/install/online`
|
||||
The easiest way to use Odoo in production or to try it.
|
||||
|
||||
:ref:`setup/install/packaged`
|
||||
Suitable for testing Odoo, developing modules and can be used for
|
||||
long-term production use with additional deployment and maintenance work.
|
||||
|
||||
:ref:`setup/install/source`
|
||||
Provides greater flexibility: e.g. allow multiple running Odoo versions on
|
||||
the same system. Good for developing modules, can be used as base for
|
||||
production deployment.
|
||||
|
||||
:ref:`setup/install/docker`
|
||||
If you usually use docker_ for development or deployment, an official
|
||||
docker_ base image is available.
|
||||
|
||||
|
||||
.. _setup/install/editions:
|
||||
|
||||
Editions
|
||||
========
|
||||
|
||||
There are two different Editions_ of Odoo: the Community and Enterprise versions.
|
||||
Using the Enterprise version is possible on our SaaS_ and accessing the code is
|
||||
restricted to Enterprise customers and partners. The Community version is freely
|
||||
available to anyone.
|
||||
|
||||
If you already use the Community version and wish to upgrade to Enterprise, please
|
||||
refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
|
||||
|
||||
|
||||
.. _setup/install/online:
|
||||
|
||||
Online
|
||||
======
|
||||
|
||||
Demo
|
||||
----
|
||||
|
||||
To simply get a quick idea of Odoo, demo_ instances are available. They are
|
||||
shared instances which only live for a few hours, and can be used to browse
|
||||
around and try things out with no commitment.
|
||||
|
||||
Demo_ instances require no local installation, just a web browser.
|
||||
|
||||
SaaS
|
||||
----
|
||||
|
||||
Trivial to start with, fully managed and migrated by Odoo S.A., Odoo's SaaS_
|
||||
provides private instances and starts out free. It can be used to discover and
|
||||
test Odoo and do non-code customizations (i.e. incompatible with custom modules
|
||||
or the Odoo Apps Store) without having to install it locally.
|
||||
|
||||
Can be used for both testing Odoo and long-term production use.
|
||||
|
||||
Like demo_ instances, SaaS_ instances require no local installation, a web
|
||||
browser is sufficient.
|
||||
|
||||
|
||||
.. _setup/install/packaged:
|
||||
|
||||
Packaged installers
|
||||
===================
|
||||
|
||||
Odoo provides packaged installers for Windows, deb-based distributions
|
||||
(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
|
||||
both the Community and Enterprise versions.
|
||||
|
||||
These packages automatically set up all dependencies (for the Community version),
|
||||
but may be difficult to keep up-to-date.
|
||||
|
||||
Official Community packages with all relevant dependency requirements are
|
||||
available on our nightly_ server. Both Communtiy and Enterprise packages can
|
||||
be downloaded from our download_ page (you must to be logged in as a paying
|
||||
customer or partner to download the Enterprise packages).
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
#. Download the installer from our nightly_ server (Community only) or the Windows installer from
|
||||
the download_ page (any edition).
|
||||
#. Execute the downloaded file.
|
||||
|
||||
.. warning:: | On Windows 8 and later you may see a warning titled "Windows protected your PC".
|
||||
| Click on **More Info** and then on **Run anyway**.
|
||||
|
||||
#. Accept the UAC_ prompt.
|
||||
#. Go through the various installation steps.
|
||||
|
||||
Odoo will automatically be started at the end of the installation.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Debian/Ubuntu
|
||||
'''''''''''''
|
||||
|
||||
Odoo 14.0 'deb' package currently supports `Debian Buster`_, `Ubuntu 20.04`_ or above.
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can be
|
||||
used to install *Odoo Community Edition* by executing the following commands:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ wget -O - https://nightly.odoo.com/odoo.key | sudo apt-key add -
|
||||
$ sudo sh -c 'echo "deb http://nightly.odoo.com/14.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list'
|
||||
$ sudo apt-get update && sudo apt-get install odoo
|
||||
|
||||
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
|
||||
|
||||
At this moment, there is no nightly repository for the Enterprise Edition.
|
||||
|
||||
Deb Package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'deb' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Next, execute the following commands:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt-get install <path_to_installation_package>
|
||||
|
||||
This will install Odoo as a service, create the necessary PostgreSQL_ user
|
||||
and automatically start the server.
|
||||
|
||||
.. note:: The recommended `postgresql-server` package will be installed by the Debian Odoo package.
|
||||
The `--no-install-recommends` argument of the `apt-get` tool should be used if you plan
|
||||
to install the Postgresql server on another machine.
|
||||
|
||||
Fedora
|
||||
''''''
|
||||
|
||||
Odoo 14.0 'rpm' package supports Fedora 32.
|
||||
|
||||
.. warning:: The Odoo 14.0 rpm package does not support Fedora 33 or above.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is available
|
||||
and well configured and, only then, execute the following command in order to install the PostgreSQL
|
||||
server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf install -y postgresql-server
|
||||
$ sudo postgresql-setup --initdb --unit postgresql
|
||||
$ sudo systemctl enable postgresql
|
||||
$ sudo systemctl start postgresql
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with the Fedora distributions.
|
||||
It can be used to install *Odoo Community Edition* by executing the following
|
||||
commands:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/14.0/nightly/rpm/odoo.repo
|
||||
$ sudo dnf install -y odoo
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
RPM package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'rpm' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Once downloaded, the package can be installed using the 'dnf' package manager:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf localinstall odoo_14.0.latest.noarch.rpm
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
|
||||
.. _setup/install/source:
|
||||
|
||||
Source Install
|
||||
==============
|
||||
|
||||
The source "installation" is really about not installing Odoo, and running it directly from source
|
||||
instead.
|
||||
|
||||
This can be more convenient for module developers as the Odoo source is more easily accessible
|
||||
than using packaged installation (for information or to build this documentation and have it
|
||||
available offline).
|
||||
|
||||
It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
|
||||
packaged installations, and allows overriding settings using
|
||||
:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
|
||||
|
||||
Finally it provides greater control over the system's set up, and allows to more easily keep
|
||||
(and run) multiple versions of Odoo side-by-side.
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
|
||||
to download and install the latest version of Python 3 on your machine.
|
||||
|
||||
During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
|
||||
sure that **pip** is checked.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> python --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> pip --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL <https://www.postgresql.org/download/windows/>`_
|
||||
(supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
#. Add PostgreSQL's `bin` directory (by default: `C:\\Program Files\\PostgreSQL\\<version>\\bin`) to
|
||||
your `PATH`.
|
||||
#. Create a postgres user with a password using the pg admin gui:
|
||||
|
||||
1. Open **pgAdmin**.
|
||||
2. Double-click the server to create a connection.
|
||||
3. Select :menuselection:`Object --> Create --> Login/Group Role`.
|
||||
4. Enter the username in the **Role Name** field (e.g. `odoo`).
|
||||
5. Open the **Definition** tab and enter the password (e.g. ``odoo``), then click **Save**.
|
||||
6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?** to
|
||||
`Yes`.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Before installing the dependencies, you must download and install the
|
||||
`Build Tools for Visual Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
|
||||
When prompted, select **C++ build tools** in the **Workloads** tab and install them.
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file in a terminal **with Administrator privileges**:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd \CommunityPath
|
||||
C:\> pip install setuptools wheel
|
||||
C:\> pip install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install `nodejs <https://nodejs.org/en/download/>`_.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> npm install -g rtlcss
|
||||
|
||||
#. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is located
|
||||
(typically: `C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd CommunityPath/
|
||||
C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
|
||||
PostgreSQL login, `dbpassword` is the PostgreSQL password
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your package manager to download and install Python 3
|
||||
on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use your package manager to download and install
|
||||
PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
On Debian/Unbuntu, it can be achieved by executing the following:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql postgresql-client
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
For libraries using native code, it is necessary to install development tools and native
|
||||
dependencies before the Python dependencies of Odoo. They are available in `-dev` or `-devel`
|
||||
packages for Python, PostgreSQL, libxml2, libxslt1, libevent, libsasl2 and libldap2.
|
||||
|
||||
On Debian/Unbuntu, the following command should install all the required libraries:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install python3-dev libxml2-dev libxslt1-dev libldap2-dev libsasl2-dev \
|
||||
libtiff5-dev libjpeg8-dev libopenjp2-7-dev zlib1g-dev libfreetype6-dev \
|
||||
liblcms2-dev libwebp-dev libharfbuzz-dev libfribidi-dev libxcb1-dev libpq-dev
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** and **npm** with your package manager.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Mac OS
|
||||
------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your preferred package manager (homebrew_, macports_)
|
||||
to download and install Python 3 on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use `postgres.app <https://postgresapp.com>`_
|
||||
to download and install PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: Non-Python dependencies need to be installed with a package manager:
|
||||
|
||||
#. Download and install the **Command Line Tools**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ xcode-select --install
|
||||
|
||||
#. Download and install the package manager of your choice (homebrew_, macports_).
|
||||
#. Install non-python dependencies.
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
|
||||
.. _setup/install/docker:
|
||||
|
||||
Docker
|
||||
======
|
||||
|
||||
The full documentation on how to use Odoo with Docker can be found on the
|
||||
official Odoo `docker image <https://registry.hub.docker.com/_/odoo/>`_ page.
|
||||
|
||||
.. _Debian Buster: https://www.debian.org/releases/buster/
|
||||
.. _demo: https://demo.odoo.com
|
||||
.. _docker: https://www.docker.com
|
||||
.. _download: https://www.odoo.com/page/download
|
||||
.. _Ubuntu 20.04: http://releases.ubuntu.com/20.04/
|
||||
.. _EPEL: https://fedoraproject.org/wiki/EPEL
|
||||
.. _PostgreSQL: http://www.postgresql.org
|
||||
.. _the official installer:
|
||||
.. _install pip:
|
||||
https://pip.pypa.io/en/latest/installing.html#install-pip
|
||||
.. _Quilt: http://en.wikipedia.org/wiki/Quilt_(software)
|
||||
.. _saas: https://www.odoo.com/page/start
|
||||
.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
|
||||
.. _UAC: http://en.wikipedia.org/wiki/User_Account_Control
|
||||
.. _wkhtmltopdf: http://wkhtmltopdf.org
|
||||
.. _pip: https://pip.pypa.io
|
||||
.. _macports: https://www.macports.org
|
||||
.. _homebrew: http://brew.sh
|
||||
.. _wheels: https://wheel.readthedocs.org/en/latest/
|
||||
.. _virtualenv: https://pypi.python.org/pypi/virtualenv
|
||||
.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
|
||||
.. _pywin32: http://sourceforge.net/projects/pywin32/files/pywin32/
|
||||
.. _community-repository: https://github.com/odoo/odoo
|
||||
.. _enterprise-repository: https://github.com/odoo/enterprise
|
||||
.. _git: https://git-scm.com/
|
||||
.. _Editions: https://www.odoo.com/pricing#pricing_table_features
|
||||
.. _nightly: https://nightly.odoo.com/
|
||||
.. _extra: https://nightly.odoo.com/extra/
|
||||
install/install
|
||||
install/deploy
|
||||
install/cdn
|
||||
install/email_gateway
|
||||
|
@ -1,7 +1,6 @@
|
||||
|
||||
========================================
|
||||
Deploying with Content Delivery Networks
|
||||
========================================
|
||||
===========================================
|
||||
Setting up a Content Delivery Network (CDN)
|
||||
===========================================
|
||||
|
||||
.. _reference/cdn/keycdn:
|
||||
|
Before Width: | Height: | Size: 41 KiB After Width: | Height: | Size: 41 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 9.8 KiB After Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 33 KiB After Width: | Height: | Size: 33 KiB |
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 7.2 KiB After Width: | Height: | Size: 7.2 KiB |
@ -1,7 +1,6 @@
|
||||
|
||||
==============
|
||||
Deploying Odoo
|
||||
==============
|
||||
====================
|
||||
System configuration
|
||||
====================
|
||||
|
||||
This document describes basic steps to set up Odoo in production or on an
|
||||
internet-facing server. It follows :ref:`installation <setup/install>`, and is
|
@ -1,7 +1,6 @@
|
||||
|
||||
==================
|
||||
Odoo email gateway
|
||||
==================
|
||||
=============
|
||||
Email gateway
|
||||
=============
|
||||
|
||||
The Odoo mail gateway allows you to inject directly all the received emails in Odoo.
|
||||
|
782
content/administration/install/install.rst
Normal file
@ -0,0 +1,782 @@
|
||||
|
||||
.. _setup/install:
|
||||
|
||||
===============
|
||||
Installing Odoo
|
||||
===============
|
||||
|
||||
There are multiple ways to install Odoo, or not install it at all, depending
|
||||
on the intended use case.
|
||||
|
||||
This documents attempts to describe most of the installation options.
|
||||
|
||||
:ref:`setup/install/online`
|
||||
The easiest way to use Odoo in production or to try it.
|
||||
|
||||
:ref:`setup/install/packaged`
|
||||
Suitable for testing Odoo, developing modules and can be used for
|
||||
long-term production use with additional deployment and maintenance work.
|
||||
|
||||
:ref:`setup/install/source`
|
||||
Provides greater flexibility: e.g. allow multiple running Odoo versions on
|
||||
the same system. Good for developing modules, can be used as base for
|
||||
production deployment.
|
||||
|
||||
:ref:`setup/install/docker`
|
||||
If you usually use docker_ for development or deployment, an official
|
||||
docker_ base image is available.
|
||||
|
||||
|
||||
.. _setup/install/editions:
|
||||
|
||||
Editions
|
||||
========
|
||||
|
||||
There are two different Editions_ of Odoo: the Community and Enterprise versions.
|
||||
Using the Enterprise version is possible on our SaaS_ and accessing the code is
|
||||
restricted to Enterprise customers and partners. The Community version is freely
|
||||
available to anyone.
|
||||
|
||||
If you already use the Community version and wish to upgrade to Enterprise, please
|
||||
refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
|
||||
|
||||
|
||||
.. _setup/install/online:
|
||||
|
||||
Online
|
||||
======
|
||||
|
||||
Demo
|
||||
----
|
||||
|
||||
To simply get a quick idea of Odoo, demo_ instances are available. They are
|
||||
shared instances which only live for a few hours, and can be used to browse
|
||||
around and try things out with no commitment.
|
||||
|
||||
Demo_ instances require no local installation, just a web browser.
|
||||
|
||||
SaaS
|
||||
----
|
||||
|
||||
Trivial to start with, fully managed and migrated by Odoo S.A., Odoo's SaaS_
|
||||
provides private instances and starts out free. It can be used to discover and
|
||||
test Odoo and do non-code customizations (i.e. incompatible with custom modules
|
||||
or the Odoo Apps Store) without having to install it locally.
|
||||
|
||||
Can be used for both testing Odoo and long-term production use.
|
||||
|
||||
Like demo_ instances, SaaS_ instances require no local installation, a web
|
||||
browser is sufficient.
|
||||
|
||||
|
||||
.. _setup/install/packaged:
|
||||
|
||||
Packaged installers
|
||||
===================
|
||||
|
||||
Odoo provides packaged installers for Windows, deb-based distributions
|
||||
(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
|
||||
both the Community and Enterprise versions.
|
||||
|
||||
These packages automatically set up all dependencies (for the Community version),
|
||||
but may be difficult to keep up-to-date.
|
||||
|
||||
Official Community packages with all relevant dependency requirements are
|
||||
available on our nightly_ server. Both Communtiy and Enterprise packages can
|
||||
be downloaded from our download_ page (you must to be logged in as a paying
|
||||
customer or partner to download the Enterprise packages).
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
#. Download the installer from our nightly_ server (Community only) or the Windows installer from
|
||||
the download_ page (any edition).
|
||||
#. Execute the downloaded file.
|
||||
|
||||
.. warning:: | On Windows 8 and later you may see a warning titled "Windows protected your PC".
|
||||
| Click on **More Info** and then on **Run anyway**.
|
||||
|
||||
#. Accept the UAC_ prompt.
|
||||
#. Go through the various installation steps.
|
||||
|
||||
Odoo will automatically be started at the end of the installation.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Debian/Ubuntu
|
||||
'''''''''''''
|
||||
|
||||
Odoo 13.0 'deb' package currently supports `Debian Buster`_, `Ubuntu 18.04`_ or above.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. The default configuration for
|
||||
the Odoo 'deb' package is to use the PostgreSQL server on the same host as your
|
||||
Odoo instance. Execute the following command in order to install the PostgreSQL server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql -y
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can be
|
||||
used to install *Odoo Community Edition* by executing the following commands **as root**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
# wget -O - https://nightly.odoo.com/odoo.key | apt-key add -
|
||||
# echo "deb http://nightly.odoo.com/13.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list
|
||||
# apt-get update && apt-get install odoo
|
||||
|
||||
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
|
||||
|
||||
At this moment, there is no nightly repository for the Enterprise Edition.
|
||||
|
||||
Deb Package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'deb' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Next, execute the following commands **as root**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
# dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
|
||||
# apt-get install -f # should install the missing dependencies
|
||||
# dpkg -i <path_to_installation_package>
|
||||
|
||||
This will install Odoo as a service, create the necessary PostgreSQL_ user
|
||||
and automatically start the server.
|
||||
|
||||
.. warning:: The `python3-xlwt` Debian package does not exists in Debian Buster nor Ubuntu 18.04.
|
||||
This python module is needed to export into xls format.
|
||||
|
||||
If you need the feature, you can install it manually with:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo pip3 install xlwt
|
||||
|
||||
.. warning:: The `num2words` python package does not exists in Debian Buster nor Ubuntu 18.04.
|
||||
Textual amounts will not be rendered by Odoo and this could cause problems with the
|
||||
`l10n_mx_edi` module.
|
||||
|
||||
If you need this feature, you can install manually with:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo pip3 install num2words
|
||||
|
||||
Fedora
|
||||
''''''
|
||||
|
||||
Odoo 13.0 'rpm' package supports Fedora 30.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is available
|
||||
and well configured and, only then, execute the following command in order to install the PostgreSQL
|
||||
server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf install -y postgresql-server
|
||||
$ sudo postgresql-setup --initdb --unit postgresql
|
||||
$ sudo systemctl enable postgresql
|
||||
$ sudo systemctl start postgresql
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with the Fedora distributions.
|
||||
It can be used to install *Odoo Community Edition* by executing the following
|
||||
commands:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/13.0/nightly/rpm/odoo.repo
|
||||
$ sudo dnf install -y odoo
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
RPM package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'rpm' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Once downloaded, the package can be installed using the 'dnf' package manager:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf localinstall odoo_13.0.latest.noarch.rpm
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
|
||||
.. _setup/install/source:
|
||||
|
||||
Source Install
|
||||
==============
|
||||
|
||||
The source "installation" is really about not installing Odoo, and running it directly from source
|
||||
instead.
|
||||
|
||||
This can be more convenient for module developers as the Odoo source is more easily accessible
|
||||
than using packaged installation (for information or to build this documentation and have it
|
||||
available offline).
|
||||
|
||||
It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
|
||||
packaged installations, and allows overriding settings using
|
||||
:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
|
||||
|
||||
Finally it provides greater control over the system's set up, and allows to more easily keep
|
||||
(and run) multiple versions of Odoo side-by-side.
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
|
||||
to download and install the latest version of Python 3 on your machine.
|
||||
|
||||
During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
|
||||
sure that **pip** is checked.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> python --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> pip --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL <https://www.postgresql.org/download/windows/>`_
|
||||
(supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
#. Add PostgreSQL's `bin` directory (by default: `C:\\Program Files\\PostgreSQL\\<version>\\bin`) to
|
||||
your `PATH`.
|
||||
#. Create a postgres user with a password using the pg admin gui:
|
||||
|
||||
1. Open **pgAdmin**.
|
||||
2. Double-click the server to create a connection.
|
||||
3. Select :menuselection:`Object --> Create --> Login/Group Role`.
|
||||
4. Enter the username in the **Role Name** field (e.g. `odoo`).
|
||||
5. Open the **Definition** tab and enter the password (e.g. ``odoo``), then click **Save**.
|
||||
6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?** to
|
||||
`Yes`.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Before installing the dependencies, you must download and install the
|
||||
`Build Tools for Visual Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
|
||||
When prompted, select **C++ build tools** in the **Workloads** tab and install them.
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file in a terminal **with Administrator privileges**:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd \CommunityPath
|
||||
C:\> pip install setuptools wheel
|
||||
C:\> pip install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install `nodejs <https://nodejs.org/en/download/>`_.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> npm install -g rtlcss
|
||||
|
||||
#. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is located
|
||||
(typically: `C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd CommunityPath/
|
||||
C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
|
||||
PostgreSQL login, `dbpassword` is the PostgreSQL password
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your package manager to download and install Python 3
|
||||
on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use your package manager to download and install
|
||||
PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
On Debian/Unbuntu, it can be achieved by executing the following:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql postgresql-client
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
For libraries using native code, it is necessary to install development tools and native
|
||||
dependencies before the Python dependencies of Odoo. They are available in `-dev` or `-devel`
|
||||
packages for Python, PostgreSQL, libxml2, libxslt1, libevent, libsasl2 and libldap2.
|
||||
|
||||
On Debian/Unbuntu, the following command should install all the required libraries:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install python3-dev libxml2-dev libxslt1-dev libldap2-dev libsasl2-dev \
|
||||
libtiff5-dev libjpeg8-dev libopenjp2-7-dev zlib1g-dev libfreetype6-dev \
|
||||
liblcms2-dev libwebp-dev libharfbuzz-dev libfribidi-dev libxcb1-dev libpq-dev
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** and **npm** with your package manager.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Mac OS
|
||||
------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your preferred package manager (homebrew_, macports_)
|
||||
to download and install Python 3 on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use `postgres.app <https://postgresapp.com>`_
|
||||
to download and install PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: Non-Python dependencies need to be installed with a package manager:
|
||||
|
||||
#. Download and install the **Command Line Tools**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ xcode-select --install
|
||||
|
||||
#. Download and install the package manager of your choice (homebrew_, macports_).
|
||||
#. Install non-python dependencies.
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
|
||||
.. _setup/install/docker:
|
||||
|
||||
Docker
|
||||
======
|
||||
|
||||
The full documentation on how to use Odoo with Docker can be found on the
|
||||
official Odoo `docker image <https://registry.hub.docker.com/_/odoo/>`_ page.
|
||||
|
||||
.. _Debian Buster: https://www.debian.org/releases/buster/
|
||||
.. _demo: https://demo.odoo.com
|
||||
.. _docker: https://www.docker.com
|
||||
.. _download: https://www.odoo.com/page/download
|
||||
.. _Ubuntu 18.04: http://releases.ubuntu.com/18.04/
|
||||
.. _EPEL: https://fedoraproject.org/wiki/EPEL
|
||||
.. _PostgreSQL: http://www.postgresql.org
|
||||
.. _the official installer:
|
||||
.. _install pip:
|
||||
https://pip.pypa.io/en/latest/installing.html#install-pip
|
||||
.. _Quilt: http://en.wikipedia.org/wiki/Quilt_(software)
|
||||
.. _saas: https://www.odoo.com/page/start
|
||||
.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
|
||||
.. _UAC: http://en.wikipedia.org/wiki/User_Account_Control
|
||||
.. _wkhtmltopdf: http://wkhtmltopdf.org
|
||||
.. _pip: https://pip.pypa.io
|
||||
.. _macports: https://www.macports.org
|
||||
.. _homebrew: http://brew.sh
|
||||
.. _wheels: https://wheel.readthedocs.org/en/latest/
|
||||
.. _virtualenv: https://pypi.python.org/pypi/virtualenv
|
||||
.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
|
||||
.. _pywin32: http://sourceforge.net/projects/pywin32/files/pywin32/
|
||||
.. _community-repository: https://github.com/odoo/odoo
|
||||
.. _enterprise-repository: https://github.com/odoo/enterprise
|
||||
.. _git: https://git-scm.com/
|
||||
.. _Editions: https://www.odoo.com/pricing#pricing_table_features
|
||||
.. _nightly: https://nightly.odoo.com/
|
||||
.. _extra: https://nightly.odoo.com/extra/
|
14
content/administration/maintain.rst
Normal file
@ -0,0 +1,14 @@
|
||||
:nosearch:
|
||||
|
||||
========
|
||||
Maintain
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
|
||||
maintain/update
|
||||
maintain/db_upgrade
|
||||
maintain/enterprise
|
||||
maintain/hosting_changes
|
||||
maintain/db_premise
|
||||
maintain/supported_versions
|
@ -6,9 +6,9 @@
|
||||
|
||||
.. _db-upgrade:
|
||||
|
||||
=======
|
||||
Upgrade
|
||||
=======
|
||||
================
|
||||
Versions upgrade
|
||||
================
|
||||
|
||||
.. _db-upgrade/overview:
|
||||
|
||||
@ -20,8 +20,7 @@ Overview
|
||||
The upgrade process
|
||||
-------------------
|
||||
|
||||
This documentation is for our *On-Premise* (self-hosted) and *Odoo.sh* customers. If you are hosted
|
||||
Online, please check our :ref:`instruction page for our Online (SaaS) customers <upgrade_button>`.
|
||||
This documentation is for our *On-Premise* (self-hosted) and *Odoo.sh* customers.
|
||||
|
||||
.. _db-upgrade/definition:
|
||||
|
||||
@ -109,8 +108,7 @@ The upgrade process varies depending on where your database is hosted.
|
||||
Online (SaaS)
|
||||
-------------
|
||||
|
||||
If you are hosted Online, please check our :ref:`instruction page for our Online (SaaS) customers
|
||||
<upgrade_button>`.
|
||||
If you are hosted Online, please check your `database manager <https://www.odoo.com/my/databases>`_.
|
||||
|
||||
.. _db-upgrade/odoo-sh:
|
||||
|
||||
@ -118,7 +116,7 @@ Odoo.sh
|
||||
-------
|
||||
|
||||
If you are Odoo.sh hosted, check our :doc:`specific instructions to be able to upgrade
|
||||
<odoo_sh/advanced/upgrade_your_database>`.
|
||||
<../odoo_sh/advanced/upgrade_your_database>`.
|
||||
|
||||
.. _db-upgrade/on-premise:
|
||||
|
||||
@ -351,7 +349,7 @@ for the production request.
|
||||
Upgrade of the custom modules
|
||||
-----------------------------
|
||||
|
||||
As stated in our :doc:`../legal/terms/enterprise`, section :ref:`charges_standard`, this optional
|
||||
As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
|
||||
service is subject to additional fees.
|
||||
|
||||
If you have a custom code, you can choose to have it upgraded by our services, by one of our
|
||||
@ -376,7 +374,7 @@ Switching the hosting types (Self-hosted vs Online vs Odoo.sh)
|
||||
An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
|
||||
|
||||
Open the following link to get :doc:`more information about how to change your hosting type
|
||||
<db_management/hosting_changes>`.
|
||||
<hosting_changes>`.
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
@ -412,4 +410,4 @@ This is a factor to take into consideration before upgrading. If you are on an o
|
||||
suggest you to prefer the most recent version to benefit from a longer support (before having to
|
||||
upgrade again).
|
||||
|
||||
You can get more information about our :doc:`supported versions <../services/support/supported_versions>`.
|
||||
You can get more information about our :doc:`supported versions <supported_versions>`.
|
@ -1,9 +1,9 @@
|
||||
|
||||
.. _setup/enterprise:
|
||||
|
||||
============================
|
||||
From Community to Enterprise
|
||||
============================
|
||||
===============================
|
||||
Upgrade Community to Enterprise
|
||||
===============================
|
||||
|
||||
Depending on your current installation, there are multiple ways to upgrade
|
||||
your community version.
|
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Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
@ -1,9 +1,9 @@
|
||||
|
||||
.. _db_management/hosting_changes:
|
||||
|
||||
===============
|
||||
Hosting Changes
|
||||
===============
|
||||
=======================
|
||||
Change hosting solution
|
||||
=======================
|
||||
|
||||
You may want to move your Odoo database from one hosting solution to another.
|
||||
Depending on the platforms, you have to do it by yourself or contact our support team first.
|
||||
@ -59,4 +59,3 @@ From Odoo.sh to on-premises
|
||||
1. Grab a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
|
||||
2. Restore it from the database manager on your local server.
|
||||
|
||||
|
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
Before Width: | Height: | Size: 4.6 KiB After Width: | Height: | Size: 4.6 KiB |
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
Before Width: | Height: | Size: 2.8 KiB After Width: | Height: | Size: 2.8 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 8.7 KiB After Width: | Height: | Size: 8.7 KiB |
Before Width: | Height: | Size: 2.9 KiB After Width: | Height: | Size: 2.9 KiB |
Before Width: | Height: | Size: 89 KiB After Width: | Height: | Size: 89 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
@ -82,4 +82,4 @@ OpenERP 7.0, 6.1, 6.0 and 5.0 is not supported anymore, on any platform.
|
||||
|
||||
TinyERP 4.0, 3.0, 2.0 and 1.0 is not supported anymore, on any platform.
|
||||
|
||||
You should consider `upgrading <https://upgrade.odoo.com/>`_ your database.
|
||||
Even though we don't support older versions, you can always `upgrade from any version <https://upgrade.odoo.com/>`_.
|
@ -1,9 +1,9 @@
|
||||
|
||||
.. _setup/update:
|
||||
|
||||
=============================
|
||||
Updating an Odoo installation
|
||||
=============================
|
||||
==============
|
||||
Bugfix updates
|
||||
==============
|
||||
|
||||
Introduction
|
||||
============
|
||||
@ -147,4 +147,4 @@ Docker
|
||||
------
|
||||
|
||||
Please refer to our `Docker image documentation <https://hub.docker.com/_/odoo/>`_ for
|
||||
specific update instructions.
|
||||
specific update instructions.
|
@ -1,7 +1,7 @@
|
||||
:nosearch:
|
||||
|
||||
=======
|
||||
Odoo sh
|
||||
Odoo.sh
|
||||
=======
|
||||
|
||||
|
||||
|
@ -167,7 +167,7 @@ In the above commands, the argument:
|
||||
* ``--stop-after-init`` will immediately shutdown the server instance after it completed the operations you asked.
|
||||
|
||||
More options are available and detailed in the
|
||||
:doc:`CLI documentation </developer/reference/cmdline>`.
|
||||
:doc:`CLI documentation </developer/misc/other/cmdline>`.
|
||||
|
||||
You can find in the logs (*~/logs/odoo.log*) the addons path used by Odoo.sh to run your server.
|
||||
Look for "*odoo: addons paths*":
|
||||
|
@ -42,7 +42,7 @@ instance will be held temporarily unavailable for maintenance reason.
|
||||
|
||||
This method is equivalent to perform an upgrade of the module through the Apps menu,
|
||||
or through the :code:`-u` switch of
|
||||
:doc:`the command line </developer/reference/cmdline>`.
|
||||
:doc:`the command line </developer/misc/other/cmdline>`.
|
||||
|
||||
In the case the changes in the commit prevent the server to restart,
|
||||
or if the modules update fails,
|
||||
|
@ -79,7 +79,7 @@ Import your database
|
||||
====================
|
||||
|
||||
You can import your database in your Odoo.sh project as long as it is in a :doc:`supported version
|
||||
</services/support/supported_versions>` of Odoo.
|
||||
</administration/maintain/supported_versions>` of Odoo.
|
||||
|
||||
Push your modules in production
|
||||
-------------------------------
|
||||
|
@ -1,11 +1,18 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
============
|
||||
Applications
|
||||
============
|
||||
|
||||
=========
|
||||
User Docs
|
||||
=========
|
||||
|
||||
Discover our user guides and configuration tutorials per application.
|
||||
|
||||
|
||||
.. toctree::
|
||||
:maxdepth: 2
|
||||
|
||||
applications/finance
|
||||
applications/sales
|
||||
|
@ -1,9 +1,25 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
========================
|
||||
Accounting and Invoicing
|
||||
========================
|
||||
|
||||
**Odoo Invoicing** is a standalone invoicing app to create invoices, send them to your customers,
|
||||
and manage payments.
|
||||
|
||||
**Odoo Accounting** is a full featured accounting app. Accountant productivity is at the core of its
|
||||
development with features such as AI-powered invoice recognition, synchronization with your bank
|
||||
accounts, smart matching suggestions, etc.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Invoicing <https://www.odoo.com/slides/invoicing-18>`_
|
||||
- `Odoo Tutorials: Accounting <https://www.odoo.com/slides/accounting-19>`_
|
||||
- :doc:`Accounting Cheat Sheet <accounting/getting_started/memento>`
|
||||
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
@ -15,155 +31,3 @@ Accounting and Invoicing
|
||||
accounting/reporting
|
||||
accounting/others
|
||||
accounting/fiscal_localizations
|
||||
|
||||
**Odoo Invoicing** is a standalone invoicing app that allows you to :doc:`issue invoices
|
||||
<accounting/receivables/customer_invoices/overview>`, send them to your customers, and manage
|
||||
payments, including :doc:`online payments
|
||||
<accounting/receivables/customer_payments/online_payment>`. It works as a "lighter" version of Odoo
|
||||
Accounting, and you can upgrade it to Odoo Accounting if you need more advanced accounting features.
|
||||
|
||||
**Odoo Accounting** is a complete and strong accounting app. The automation of processes is at the
|
||||
core of its development with its perfect integration with all Odoo apps and with features such as
|
||||
:doc:`AI-powered invoice recognition <accounting/payables/supplier_bills/ocr>`,
|
||||
:doc:`synchronization with your bank accounts <accounting/bank/feeds/bank_synchronization>`, and
|
||||
:doc:`automatic suggestions for a simplified reconciliation process
|
||||
<accounting/bank/reconciliation/reconciliation_models>`.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Invoicing: product page <https://www.odoo.com/app/invoicing>`_
|
||||
- `Odoo Accounting: product page <https://www.odoo.com/app/accounting>`_
|
||||
|
||||
Double-entry bookkeeping
|
||||
========================
|
||||
|
||||
Odoo automatically creates all the behind-the-scenes journal entries
|
||||
for each of your accounting transactions: customer invoices, point of
|
||||
sale order, expenses, inventory moves, etc.
|
||||
|
||||
Odoo uses the rules of double-entry bookkeeping system: all journal
|
||||
entries are automatically balanced (sum of debits = sum of credits).
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Understand Odoo's accounting transactions per document
|
||||
<accounting/getting_started/memento>`
|
||||
|
||||
Accrual and Cash Basis Methods
|
||||
==============================
|
||||
|
||||
Odoo supports both accrual and cash basis reporting. This allows you to
|
||||
report income / expense at the time transactions occur (i.e., accrual basis), or when
|
||||
payment is made or received (i.e., cash basis).
|
||||
|
||||
Multi-companies
|
||||
===============
|
||||
|
||||
Odoo allows one to manage several companies within the same database. Each
|
||||
company has its own chart of accounts and rules. You can get
|
||||
consolidation reports following your consolidation rules.
|
||||
|
||||
Users can access several companies but always work in one company at a
|
||||
time.
|
||||
|
||||
Multi-currencies
|
||||
================
|
||||
|
||||
Every transaction is recorded in the default currency of the
|
||||
company. For transactions occurring in another currency, Odoo stores
|
||||
both the value in the currency of the company and the value in the
|
||||
currency of the transaction. Odoo can generate currencies gains and
|
||||
losses after the reconciliation of the journal items.
|
||||
|
||||
Currency rates are updated once a day using a yahoo.com online
|
||||
web-service.
|
||||
|
||||
International Standards
|
||||
=======================
|
||||
|
||||
Odoo accounting supports more than 50 countries. The Odoo core
|
||||
accounting implements accounting standards that are common to all
|
||||
countries. Specific modules exist per country for the
|
||||
specificities of the country like the chart of accounts, taxes, or
|
||||
bank interfaces.
|
||||
|
||||
In particular, Odoo's core accounting engine supports:
|
||||
|
||||
* Anglo-Saxon Accounting (U.S., U.K.,, and other English-speaking
|
||||
countries including Ireland, Canada, Australia, and New Zealand)
|
||||
where costs of good sold are reported when products are
|
||||
sold/delivered.
|
||||
* European accounting where expenses are accounted at the supplier
|
||||
bill.
|
||||
|
||||
Odoo has modules to comply with IFRS rules.
|
||||
|
||||
Accounts Receivable and Payable
|
||||
===============================
|
||||
|
||||
By default, Odoo uses a single account for all account
|
||||
receivable entries and one for all accounts payable entries. You can
|
||||
create separate accounts per customers/suppliers, but you don't need
|
||||
to.
|
||||
|
||||
As transactions are associated to customers or suppliers, you get
|
||||
reports to perform analysis per customer/supplier such as the customer
|
||||
statement, revenues per customers, aged receivable/payables, ...
|
||||
|
||||
Wide range of financial reports
|
||||
===============================
|
||||
|
||||
In Odoo, you can generate financial reports in real time. Odoo's
|
||||
reports range from basic accounting reports to advanced management
|
||||
reports. Odoo's reports include:
|
||||
|
||||
* Performance reports (such as Profit and Loss, Budget Variance)
|
||||
* Position reports (such as Balance Sheet, Aged Payables, Aged
|
||||
Receivables)
|
||||
* Cash reports (such as Bank Summary)
|
||||
* Detail reports (such as Trial Balance and General Ledger)
|
||||
* Management reports (such as Budgets, Executive Summary)
|
||||
|
||||
Odoo's report engine allows you to customize your own report based on
|
||||
your own formulae.
|
||||
|
||||
Import bank feeds automatically
|
||||
===============================
|
||||
|
||||
Bank reconciliation is a process that matches your bank statement
|
||||
lines, as supplied by the bank, to your accounting transactions in the
|
||||
general ledger. Odoo makes bank reconciliation easy by frequently
|
||||
importing bank statement lines from your bank directly into your Odoo
|
||||
account. This means you can have a daily view of your cashflow without
|
||||
having to log into your online banking or wait for your paper bank
|
||||
statements.
|
||||
|
||||
Odoo speeds up bank reconciliation by matching most of your imported
|
||||
bank statement lines to your accounting transactions. Odoo also
|
||||
remembers how you've treated other bank statement lines and provides
|
||||
suggested general ledger transactions.
|
||||
|
||||
Calculate the tax you owe your tax authority
|
||||
============================================
|
||||
|
||||
Odoo totals all your accounting transactions for your tax period and
|
||||
uses these totals to calculate your tax obligation. You can then check
|
||||
your sales tax by running Odoo's Tax Report.
|
||||
|
||||
Inventory Valuation
|
||||
===================
|
||||
|
||||
Odoo support both periodic (manual) and perpetual (automated)
|
||||
inventory valuations. The available methods are standard price,
|
||||
average price, LIFO (for countries allowing it) and FIFO.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`View impact of the valuation method on your transactions
|
||||
<../inventory_and_mrp/inventory/management/reporting/inventory_valuation_config>`
|
||||
|
||||
Easy retained earnings
|
||||
======================
|
||||
|
||||
Retained earnings are the portion of income retained by your
|
||||
business. Odoo automatically calculates your current year earnings in
|
||||
real time so no year-end journal or rollover is required. This is
|
||||
calculated by reporting the profit and loss balance to your balance
|
||||
sheet report automatically.
|
||||
|
@ -2,44 +2,44 @@
|
||||
France
|
||||
======
|
||||
|
||||
FEC
|
||||
FEC
|
||||
===
|
||||
|
||||
If you have installed the French Accounting, you will be able to download the FEC.
|
||||
For this, go in :menuselection:`Accounting --> Reporting --> France --> FEC`.
|
||||
For this, go in :menuselection:`Accounting --> Reporting --> France --> FEC`.
|
||||
|
||||
.. tip::
|
||||
If you do not see the submenu **FEC**, go in **Apps** and search for the module
|
||||
called **France-FEC** and verify if it is well installed.
|
||||
called **France-FEC** and verify if it is well installed.
|
||||
|
||||
French Accounting Reports
|
||||
=========================
|
||||
|
||||
If you have installed the French Accounting, you will have access to some accounting reports specific to France:
|
||||
If you have installed the French Accounting, you will have access to some accounting reports specific to France:
|
||||
|
||||
- Bilan comptable
|
||||
- Compte de résultats
|
||||
- Plan de Taxes France
|
||||
- Plan de Taxes France
|
||||
|
||||
Get the VAT anti-fraud certification with Odoo
|
||||
==============================================
|
||||
|
||||
As of January 1st 2018, a new anti-fraud legislation comes into effect
|
||||
in France and DOM-TOM. This new legislation stipulates certain criteria
|
||||
concerning the inalterability, security, storage and archiving of sales data.
|
||||
These legal requirements are implemented in Odoo, version 9 onward,
|
||||
As of January 1st 2018, a new anti-fraud legislation comes into effect
|
||||
in France and DOM-TOM. This new legislation stipulates certain criteria
|
||||
concerning the inalterability, security, storage and archiving of sales data.
|
||||
These legal requirements are implemented in Odoo, version 9 onward,
|
||||
through a module and a certificate of conformity to download.
|
||||
|
||||
Is my company required to use an anti-fraud software?
|
||||
-----------------------------------------------------
|
||||
|
||||
Your company is required to use an anti-fraud cash register software like
|
||||
Your company is required to use an anti-fraud cash register software like
|
||||
Odoo (CGI art. 286, I. 3° bis) if:
|
||||
|
||||
* You are taxable (not VAT exempt) in France or any DOM-TOM,
|
||||
* Some of your customers are private individuals (B2C).
|
||||
|
||||
This rule applies to any company size. Auto-entrepreneurs are exempted from
|
||||
This rule applies to any company size. Auto-entrepreneurs are exempted from
|
||||
VAT and therefore are not affected.
|
||||
|
||||
Get certified with Odoo
|
||||
@ -47,13 +47,12 @@ Get certified with Odoo
|
||||
|
||||
Getting compliant with Odoo is very easy.
|
||||
|
||||
Your company is requested by the tax administration to deliver a certificate
|
||||
Your company is requested by the tax administration to deliver a certificate
|
||||
of conformity testifying that your software complies with the anti-fraud
|
||||
legislation. This certificate is granted by Odoo SA to Odoo Enterprise users
|
||||
legislation. This certificate is granted by Odoo SA to Odoo Enterprise users
|
||||
`here <https://www.odoo.com/my/contract/french-certification/>`_.
|
||||
If you use Odoo Community, you should
|
||||
:doc:`upgrade to Odoo Enterprise </administration/enterprise>`
|
||||
or contact your Odoo service provider.
|
||||
If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise
|
||||
</administration/maintain/enterprise>` or contact your Odoo service provider.
|
||||
|
||||
In case of non-conformity, your company risks a fine of €7,500.
|
||||
|
||||
@ -89,52 +88,52 @@ Anti-fraud features
|
||||
|
||||
The anti-fraud module introduces the following features:
|
||||
|
||||
* **Inalterability**: deactivation of all the ways to cancel or modify
|
||||
* **Inalterability**: deactivation of all the ways to cancel or modify
|
||||
key data of POS orders, invoices and journal entries;
|
||||
* **Security**: chaining algorithm to verify the inalterability;
|
||||
* **Storage**: automatic sales closings with computation of both period
|
||||
* **Storage**: automatic sales closings with computation of both period
|
||||
and cumulative totals (daily, monthly, annually).
|
||||
|
||||
Inalterability
|
||||
~~~~~~~~~~~~~~
|
||||
|
||||
All the possible ways to cancel and modify key data of paid POS orders,
|
||||
confirmed invoices and journal entries are deactivated,
|
||||
if the company is located in France or in any DOM-TOM.
|
||||
All the possible ways to cancel and modify key data of paid POS orders,
|
||||
confirmed invoices and journal entries are deactivated,
|
||||
if the company is located in France or in any DOM-TOM.
|
||||
|
||||
.. note:: If you run a multi-companies environment, only the documents of
|
||||
.. note:: If you run a multi-companies environment, only the documents of
|
||||
such companies are impacted.
|
||||
|
||||
Security
|
||||
~~~~~~~~
|
||||
|
||||
To ensure the inalterability, every order or journal entry is encrypted
|
||||
upon validation.
|
||||
This number (or hash) is calculated from the key data of the document as
|
||||
To ensure the inalterability, every order or journal entry is encrypted
|
||||
upon validation.
|
||||
This number (or hash) is calculated from the key data of the document as
|
||||
well as from the hash of the precedent documents.
|
||||
|
||||
The module introduces an interface to test the data inalterability.
|
||||
If any information is modified on a document after its validation,
|
||||
the test will fail. The algorithm recomputes all the hashes and compares them
|
||||
against the initial ones. In case of failure, the system points out the first
|
||||
The module introduces an interface to test the data inalterability.
|
||||
If any information is modified on a document after its validation,
|
||||
the test will fail. The algorithm recomputes all the hashes and compares them
|
||||
against the initial ones. In case of failure, the system points out the first
|
||||
corrupted document recorded in the system.
|
||||
|
||||
Users with *Manager* access rights can launch the inalterability check.
|
||||
For POS orders, go to
|
||||
:menuselection:`Point of Sales --> Reporting --> French Statements`.
|
||||
For invoices or journal entries,
|
||||
Users with *Manager* access rights can launch the inalterability check.
|
||||
For POS orders, go to
|
||||
:menuselection:`Point of Sales --> Reporting --> French Statements`.
|
||||
For invoices or journal entries,
|
||||
go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`.
|
||||
|
||||
Storage
|
||||
~~~~~~~
|
||||
|
||||
The system also processes automatic sales closings on a daily, monthly
|
||||
The system also processes automatic sales closings on a daily, monthly
|
||||
and annual basis.
|
||||
Such closings distinctly compute the sales total of the period as well as
|
||||
the cumulative grand totals from the very first sales entry recorded
|
||||
Such closings distinctly compute the sales total of the period as well as
|
||||
the cumulative grand totals from the very first sales entry recorded
|
||||
in the system.
|
||||
|
||||
Closings can be found in the *French Statements* menu of Point of Sale,
|
||||
Closings can be found in the *French Statements* menu of Point of Sale,
|
||||
Invoicing and Accounting apps.
|
||||
|
||||
.. note::
|
||||
@ -142,15 +141,15 @@ Invoicing and Accounting apps.
|
||||
|
||||
* For multi-companies environments, such closings are performed by company.
|
||||
|
||||
* POS orders are posted as journal entries at the closing of the POS session.
|
||||
Closing a POS session can be done anytime.
|
||||
To prompt users to do it on a daily basis, the module prevents from resuming
|
||||
a session opened more than 24 hours ago.
|
||||
* POS orders are posted as journal entries at the closing of the POS session.
|
||||
Closing a POS session can be done anytime.
|
||||
To prompt users to do it on a daily basis, the module prevents from resuming
|
||||
a session opened more than 24 hours ago.
|
||||
Such a session must be closed before selling again.
|
||||
|
||||
* A period’s total is computed from all the journal entries posted after the
|
||||
previous closing of the same type, regardless of their posting date.
|
||||
If you record a new sales transaction for a period already closed,
|
||||
* A period’s total is computed from all the journal entries posted after the
|
||||
previous closing of the same type, regardless of their posting date.
|
||||
If you record a new sales transaction for a period already closed,
|
||||
it will be counted in the very next closing.
|
||||
|
||||
.. tip:: For test & audit purposes such closings can be manually generated in the
|
||||
@ -161,14 +160,14 @@ Invoicing and Accounting apps.
|
||||
Responsibilities
|
||||
----------------
|
||||
|
||||
Do not uninstall the module! If you do so, the hashes will be reset and none
|
||||
Do not uninstall the module! If you do so, the hashes will be reset and none
|
||||
of your past data will be longer guaranteed as being inalterable.
|
||||
|
||||
Users remain responsible for their Odoo instance and must use it with
|
||||
due diligence. It is not permitted to modify the source code which guarantees
|
||||
Users remain responsible for their Odoo instance and must use it with
|
||||
due diligence. It is not permitted to modify the source code which guarantees
|
||||
the inalterability of data.
|
||||
|
||||
Odoo absolves itself of all and any responsibility in case of changes
|
||||
|
||||
Odoo absolves itself of all and any responsibility in case of changes
|
||||
in the module’s functions caused by 3rd party applications not certified by Odoo.
|
||||
|
||||
|
||||
|
@ -7,6 +7,7 @@ Getting Started
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
getting_started/main_concept
|
||||
getting_started/memento
|
||||
getting_started/initial_configuration
|
||||
getting_started/process_overview
|
||||
|
@ -0,0 +1,138 @@
|
||||
========================
|
||||
Main accounting concepts
|
||||
========================
|
||||
|
||||
Double-entry bookkeeping
|
||||
========================
|
||||
|
||||
Odoo automatically creates all the behind-the-scenes journal entries
|
||||
for each of your accounting transactions: customer invoices, point of
|
||||
sale order, expenses, inventory moves, etc.
|
||||
|
||||
Odoo uses the rules of double-entry bookkeeping system: all journal
|
||||
entries are automatically balanced (sum of debits = sum of credits).
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Understand Odoo's accounting transactions per document
|
||||
<memento>`
|
||||
|
||||
Accrual and Cash Basis Methods
|
||||
==============================
|
||||
|
||||
Odoo supports both accrual and cash basis reporting. This allows you to
|
||||
report income / expense at the time transactions occur (i.e., accrual basis), or when
|
||||
payment is made or received (i.e., cash basis).
|
||||
|
||||
Multi-companies
|
||||
===============
|
||||
|
||||
Odoo allows one to manage several companies within the same database. Each
|
||||
company has its own chart of accounts and rules. You can get
|
||||
consolidation reports following your consolidation rules.
|
||||
|
||||
Users can access several companies but always work in one company at a
|
||||
time.
|
||||
|
||||
Multi-currencies
|
||||
================
|
||||
|
||||
Every transaction is recorded in the default currency of the
|
||||
company. For transactions occurring in another currency, Odoo stores
|
||||
both the value in the currency of the company and the value in the
|
||||
currency of the transaction. Odoo can generate currencies gains and
|
||||
losses after the reconciliation of the journal items.
|
||||
|
||||
Currency rates are updated once a day using a yahoo.com online
|
||||
web-service.
|
||||
|
||||
International Standards
|
||||
=======================
|
||||
|
||||
Odoo accounting supports more than 50 countries. The Odoo core
|
||||
accounting implements accounting standards that are common to all
|
||||
countries. Specific modules exist per country for the
|
||||
specificities of the country like the chart of accounts, taxes, or
|
||||
bank interfaces.
|
||||
|
||||
In particular, Odoo's core accounting engine supports:
|
||||
|
||||
* Anglo-Saxon Accounting (U.S., U.K.,, and other English-speaking
|
||||
countries including Ireland, Canada, Australia, and New Zealand)
|
||||
where costs of good sold are reported when products are
|
||||
sold/delivered.
|
||||
* European accounting where expenses are accounted at the supplier
|
||||
bill.
|
||||
|
||||
Odoo has modules to comply with IFRS rules.
|
||||
|
||||
Accounts Receivable and Payable
|
||||
===============================
|
||||
|
||||
By default, Odoo uses a single account for all account
|
||||
receivable entries and one for all accounts payable entries. You can
|
||||
create separate accounts per customers/suppliers, but you don't need
|
||||
to.
|
||||
|
||||
As transactions are associated to customers or suppliers, you get
|
||||
reports to perform analysis per customer/supplier such as the customer
|
||||
statement, revenues per customers, aged receivable/payables, ...
|
||||
|
||||
Wide range of financial reports
|
||||
===============================
|
||||
|
||||
In Odoo, you can generate financial reports in real time. Odoo's
|
||||
reports range from basic accounting reports to advanced management
|
||||
reports. Odoo's reports include:
|
||||
|
||||
* Performance reports (such as Profit and Loss, Budget Variance)
|
||||
* Position reports (such as Balance Sheet, Aged Payables, Aged
|
||||
Receivables)
|
||||
* Cash reports (such as Bank Summary)
|
||||
* Detail reports (such as Trial Balance and General Ledger)
|
||||
* Management reports (such as Budgets, Executive Summary)
|
||||
|
||||
Odoo's report engine allows you to customize your own report based on
|
||||
your own formulae.
|
||||
|
||||
Import bank feeds automatically
|
||||
===============================
|
||||
|
||||
Bank reconciliation is a process that matches your bank statement
|
||||
lines, as supplied by the bank, to your accounting transactions in the
|
||||
general ledger. Odoo makes bank reconciliation easy by frequently
|
||||
importing bank statement lines from your bank directly into your Odoo
|
||||
account. This means you can have a daily view of your cashflow without
|
||||
having to log into your online banking or wait for your paper bank
|
||||
statements.
|
||||
|
||||
Odoo speeds up bank reconciliation by matching most of your imported
|
||||
bank statement lines to your accounting transactions. Odoo also
|
||||
remembers how you've treated other bank statement lines and provides
|
||||
suggested general ledger transactions.
|
||||
|
||||
Calculate the tax you owe your tax authority
|
||||
============================================
|
||||
|
||||
Odoo totals all your accounting transactions for your tax period and
|
||||
uses these totals to calculate your tax obligation. You can then check
|
||||
your sales tax by running Odoo's Tax Report.
|
||||
|
||||
Inventory Valuation
|
||||
===================
|
||||
|
||||
Odoo support both periodic (manual) and perpetual (automated)
|
||||
inventory valuations. The available methods are standard price,
|
||||
average price, LIFO (for countries allowing it) and FIFO.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`View impact of the valuation method on your transactions
|
||||
</applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config>`
|
||||
|
||||
Easy retained earnings
|
||||
======================
|
||||
|
||||
Retained earnings are the portion of income retained by your
|
||||
business. Odoo automatically calculates your current year earnings in
|
||||
real time so no year-end journal or rollover is required. This is
|
||||
calculated by reporting the profit and loss balance to your balance
|
||||
sheet report automatically.
|
@ -2,9 +2,9 @@
|
||||
:custom-css: accounting.css
|
||||
:custom-js: accounts.js,chart-of-accounts.js,entries.js,misc.js,reconciliation.js
|
||||
|
||||
==============================================
|
||||
Accounting Memento For Entrepreneurs (US GAAP)
|
||||
==============================================
|
||||
======================
|
||||
Accounting cheat sheet
|
||||
======================
|
||||
|
||||
.. h:div:: intro-list
|
||||
|
||||
|
@ -1,6 +1,6 @@
|
||||
=================================
|
||||
Overview of the invoicing process
|
||||
=================================
|
||||
===================
|
||||
Invoicing processes
|
||||
===================
|
||||
|
||||
Depending on your business and the application you use, there are
|
||||
different ways to automate the customer invoice creation in Odoo.
|
||||
|
@ -1,184 +1,15 @@
|
||||
:show-content:
|
||||
|
||||
=======
|
||||
General
|
||||
=======
|
||||
=============
|
||||
Miscellaneous
|
||||
=============
|
||||
|
||||
.. toctree::
|
||||
|
||||
general/users
|
||||
general/export_import_data
|
||||
general/multi_companies
|
||||
general/auth
|
||||
general/apps_modules
|
||||
general/export_import_data
|
||||
general/payment_acquirers
|
||||
general/voip
|
||||
general/calendars
|
||||
general/in_app_purchase
|
||||
general/unsplash
|
||||
|
||||
**Odoo** is a suite of open source business apps that cover all your company needs: :doc:`CRM
|
||||
<sales/crm>`, :doc:`eCommerce <websites/ecommerce>`, :doc:`accounting <finance/accounting>`,
|
||||
:doc:`inventory <inventory_and_mrp/inventory>`, :doc:`point of sale <sales/point_of_sale>`,
|
||||
:doc:`project management <services/project>`, etc. Its unique value proposition is to be at the same
|
||||
time *very easy* to use and *fully integrated*.
|
||||
|
||||
This section of the documentation covers all functional aspects that aren't app-specific. You can
|
||||
find, for example, information about:
|
||||
|
||||
- :doc:`general/users` and :doc:`general/users/access_rights`, to configure each user correctly.
|
||||
- :doc:`general/export_import_data`, to transfer data from and to other environments than Odoo or
|
||||
update data.
|
||||
- :doc:`general/payment_acquirers`, to allow your customers to pay with their favorite payment
|
||||
method.
|
||||
- :doc:`general/auth/google`, as an authentication method.
|
||||
|
||||
.. important::
|
||||
- | **Installing or uninstalling apps, managing users, etc., is up to you.**
|
||||
| As the administrator of your database, you are responsible for its usage, as you know best
|
||||
how your organization works. This includes the installation or uninstallation of :ref:`apps
|
||||
<general/apps-modules>` as well as the number of :doc:`users <general/users>` currently in
|
||||
use.
|
||||
- | **Odoo apps have dependencies.**
|
||||
| Installing some apps and features with dependencies may also install additional apps and
|
||||
modules that are technically required, even if you won't actively use them.
|
||||
- | **Always test app installation/removal on a duplicate of your database.**
|
||||
| This way, you can know what app dependencies may be required or what data may be erased.
|
||||
|
||||
.. seealso::
|
||||
- :ref:`Online Database management: Duplicate a database <duplicate_online>`
|
||||
- :ref:`On-premises Database management: Duplicate a database <duplicate_premise>`
|
||||
- `Submit a Support Ticket <https://www.odoo.com/help>`_
|
||||
|
||||
.. _general/apps-modules:
|
||||
|
||||
Apps and modules
|
||||
================
|
||||
|
||||
You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` and :ref:`uninstall
|
||||
<general/uninstall>` all apps and modules from the :menuselection:`Apps` dashboard.
|
||||
|
||||
By default, an *Apps* filter is applied. If you want to search for modules (including :doc:`Fiscal
|
||||
Localization Packages
|
||||
<finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`), click on
|
||||
*Filters* and select *Extra*.
|
||||
|
||||
.. image:: general/apps-search-filter.png
|
||||
:align: center
|
||||
:alt: Add "Extra" filter in Odoo Apps
|
||||
|
||||
.. warning::
|
||||
Odoo is *not a smartphone*, and its apps shouldn't be installed or uninstalled carelessly. Apply
|
||||
caution when adding or removing apps and modules on your database since this may impact your
|
||||
subscription costs.
|
||||
|
||||
.. _general/install:
|
||||
|
||||
Install apps and modules
|
||||
------------------------
|
||||
|
||||
Go to :menuselection:`Apps`, and click on the *Install* button of the app you want to install.
|
||||
|
||||
.. note::
|
||||
If the module you are looking for is not listed, you can **update the app list**.
|
||||
|
||||
To do so, activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Apps
|
||||
--> Update Apps List` and click on *Update*.
|
||||
|
||||
.. _general/upgrade:
|
||||
|
||||
Upgrade apps and modules
|
||||
------------------------
|
||||
|
||||
On some occasions, new improvements or app features are added to :doc:`supported versions of Odoo
|
||||
</services/support/supported_versions>`. To be able to use them, you must **upgrade** your app.
|
||||
|
||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to upgrade, then on
|
||||
*Upgrade*.
|
||||
|
||||
.. _general/uninstall:
|
||||
|
||||
Uninstall apps and modules
|
||||
--------------------------
|
||||
|
||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
|
||||
*Uninstall*.
|
||||
|
||||
.. image:: general/uninstall.png
|
||||
:align: center
|
||||
|
||||
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
|
||||
may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
|
||||
affected by it.
|
||||
|
||||
.. image:: general/uninstall_deps.png
|
||||
:align: center
|
||||
|
||||
To complete the uninstallation, click on *Confirm*.
|
||||
|
||||
.. danger::
|
||||
Uninstalling an app also uninstalls all its dependencies and permanently erases their data.
|
||||
|
||||
.. _developer-mode:
|
||||
|
||||
Activate the developer mode (debug mode)
|
||||
========================================
|
||||
|
||||
The developer mode (or debug mode) gives you access to extra and advanced tools.
|
||||
|
||||
Through the Settings
|
||||
--------------------
|
||||
|
||||
Go to :menuselection:`Settings --> Activate the developer mode`.
|
||||
|
||||
.. image:: general/settings.png
|
||||
:align: center
|
||||
:alt: Overview of the debug options under settings in Odoo
|
||||
|
||||
.. note::
|
||||
*Activate the developer mode (with assets)* is used by developers; *Activate the developer mode
|
||||
(with tests assets)* is used by developers and testers.
|
||||
|
||||
Once activated, the *Deactivate the developer mode* option becomes available.
|
||||
|
||||
Through a browser extension
|
||||
---------------------------
|
||||
|
||||
| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the
|
||||
extension is installed, a new icon will be shown on your toolbar.
|
||||
| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
|
||||
double click enables it with assets. To deactivate it, use a single click.
|
||||
|
||||
.. image:: general/monkey.png
|
||||
:align: center
|
||||
:alt: View of odoo’s debug icon in a chrome’s toolbar
|
||||
|
||||
Through the URL
|
||||
---------------
|
||||
|
||||
In the URL add ``?debug=1`` or ``?debug=true`` after *web*.
|
||||
|
||||
.. image:: general/url.png
|
||||
:align: center
|
||||
:alt: Overview of an url with the debug mode command added in Odoo
|
||||
|
||||
.. tip::
|
||||
Developers: type ``?debug=assets`` and activate the mode with assets.
|
||||
|
||||
Locate the mode tools
|
||||
---------------------
|
||||
|
||||
The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the
|
||||
header of your pages.
|
||||
|
||||
.. image:: general/button_location.png
|
||||
:align: center
|
||||
:alt: Overview of a console page and the debug icon being shown in Odoo
|
||||
|
||||
Mobile Push Notifications
|
||||
=========================
|
||||
|
||||
As of Odoo 12.0, 13.0 or above, there is no more complex configuration to enable push
|
||||
notifications in the mobile app.
|
||||
|
||||
Simply go to :menuselection:`Settings --> General Settings --> Odoo Cloud Notification (OCN)`
|
||||
and make sure that **Push Notifications** is checked.
|
||||
general/developer_mode
|
||||
|
76
content/applications/general/apps_modules.rst
Normal file
@ -0,0 +1,76 @@
|
||||
================
|
||||
Apps and modules
|
||||
================
|
||||
|
||||
You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` and :ref:`uninstall
|
||||
<general/uninstall>` all apps and modules from the :menuselection:`Apps` dashboard.
|
||||
|
||||
By default, an *Apps* filter is applied. If you want to search for modules, click on
|
||||
*Filters* and select *Extra*.
|
||||
|
||||
.. image:: apps-search-filter.png
|
||||
:align: center
|
||||
:alt: Add "Extra" filter in Odoo Apps
|
||||
|
||||
.. warning::
|
||||
Odoo is *not a smartphone*, and its apps shouldn't be installed or uninstalled carelessly. Apply
|
||||
caution when adding or removing apps and modules on your database since this may impact your
|
||||
subscription costs.
|
||||
|
||||
- | **Installing or uninstalling apps and managing users is up to you.**
|
||||
| As the administrator of your database, you are responsible for its usage, as you know best
|
||||
how your organization works.
|
||||
- | **Odoo apps have dependencies.**
|
||||
| Installing some apps and features with dependencies may also install additional apps and
|
||||
modules that are technically required, even if you won't actively use them.
|
||||
- | **Test app installation/removal on a duplicate of your database.**
|
||||
| This way, you can know what app dependencies may be required or what data may be erased.
|
||||
|
||||
.. _general/install:
|
||||
|
||||
Install apps and modules
|
||||
========================
|
||||
|
||||
Go to :menuselection:`Apps`, and click on the *Install* button of the app you want to install.
|
||||
|
||||
.. note::
|
||||
If the module you are looking for is not listed, you can **update the app list**.
|
||||
|
||||
To do so, activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Apps
|
||||
--> Update Apps List` and click on *Update*.
|
||||
|
||||
.. _general/upgrade:
|
||||
|
||||
Upgrade apps and modules
|
||||
========================
|
||||
|
||||
On some occasions, new improvements or app features are added to :doc:`supported versions of Odoo
|
||||
</administration/maintain/supported_versions>`. To be able to use them, you must **upgrade** your app.
|
||||
|
||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to upgrade, then on
|
||||
*Upgrade*.
|
||||
|
||||
.. _general/uninstall:
|
||||
|
||||
Uninstall apps and modules
|
||||
==========================
|
||||
|
||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
|
||||
*Uninstall*.
|
||||
|
||||
.. image:: uninstall.png
|
||||
:align: center
|
||||
|
||||
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
|
||||
may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
|
||||
affected by it.
|
||||
|
||||
.. image:: uninstall_deps.png
|
||||
:align: center
|
||||
|
||||
To complete the uninstallation, click on *Confirm*.
|
||||
|
||||
.. danger::
|
||||
Uninstalling an app also uninstalls all its dependencies and permanently erases their data.
|
||||
|
||||
|
@ -8,7 +8,6 @@ Authentication
|
||||
:titlesonly:
|
||||
|
||||
auth/google
|
||||
auth/google_spreadsheets
|
||||
auth/azure
|
||||
auth/ldap
|
||||
auth/2fa
|
||||
|
@ -1,6 +1,6 @@
|
||||
=======================================
|
||||
How to allow users to sign in with LDAP
|
||||
=======================================
|
||||
=================
|
||||
Sign in with LDAP
|
||||
=================
|
||||
|
||||
- Install the LDAP module in General Settings.
|
||||
|
||||
|
57
content/applications/general/developer_mode.rst
Normal file
@ -0,0 +1,57 @@
|
||||
.. _developer-mode:
|
||||
|
||||
===========================
|
||||
Developer Mode (debug mode)
|
||||
===========================
|
||||
|
||||
The developer mode (or debug mode) gives you access to extra and advanced tools.
|
||||
|
||||
Activate through the Settings
|
||||
=============================
|
||||
|
||||
Go to :menuselection:`Settings --> Activate the developer mode`.
|
||||
|
||||
.. image:: settings.png
|
||||
:align: center
|
||||
:alt: Overview of the debug options under settings in Odoo
|
||||
|
||||
.. note::
|
||||
*Activate the developer mode (with assets)* is used by developers; *Activate the developer mode
|
||||
(with tests assets)* is used by developers and testers.
|
||||
|
||||
Once activated, the *Deactivate the developer mode* option becomes available.
|
||||
|
||||
Activate through a browser extension
|
||||
====================================
|
||||
|
||||
| Go to the settings and extensions of your web browser, and search for *Odoo Debug*. Once the
|
||||
extension is installed, a new icon will be shown on your toolbar.
|
||||
| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
|
||||
double click enables it with assets. To deactivate it, use a single click.
|
||||
|
||||
.. image:: monkey.png
|
||||
:align: center
|
||||
:alt: View of odoo’s debug icon in a chrome’s toolbar
|
||||
|
||||
Activate through the URL
|
||||
========================
|
||||
|
||||
In the URL add ``?debug=1`` or ``?debug=true`` after *web*.
|
||||
|
||||
.. image:: url.png
|
||||
:align: center
|
||||
:alt: Overview of an url with the debug mode command added in Odoo
|
||||
|
||||
.. tip::
|
||||
Developers: type ``?debug=assets`` and activate the mode with assets.
|
||||
|
||||
Locate the mode tools
|
||||
=====================
|
||||
|
||||
The Developer mode tools can be accessed from the *Open Developer Tools* button, located on the
|
||||
header of your pages.
|
||||
|
||||
.. image:: button_location.png
|
||||
:align: center
|
||||
:alt: Overview of a console page and the debug icon being shown in Odoo
|
||||
|
@ -68,4 +68,4 @@ Offering my own services
|
||||
I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity
|
||||
to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole
|
||||
initial purchase. Please, find more information at: :doc:`In-App Purchase
|
||||
</developer/webservices/iap>`.
|
||||
</developer/misc/api/iap>`.
|
||||
|
@ -1,161 +1,20 @@
|
||||
:show-content:
|
||||
:nosearch:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
==============
|
||||
Users settings
|
||||
==============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
users/language
|
||||
users/access_rights
|
||||
=================
|
||||
Users & Companies
|
||||
=================
|
||||
|
||||
Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as
|
||||
many users as you need and, in order to restrict the type of information each user can access, rules
|
||||
can be applied. Users and access rights can be added and changed at any point.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`users/language`
|
||||
- :doc:`users/access_rights`
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
.. _users/add-individual:
|
||||
users/manage_users
|
||||
users/language
|
||||
users/access_rights
|
||||
users/companies
|
||||
|
||||
Add individual users
|
||||
====================
|
||||
|
||||
Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
|
||||
|
||||
.. image:: users/manage-users.png
|
||||
:align: center
|
||||
:height: 280
|
||||
:alt: View of the settings page emphasizing the manage users field in Odoo
|
||||
|
||||
| Fill in the form with the needed information. Under the tab
|
||||
:doc:`Access Rights <users/access_rights>` choose the group within each application the user can
|
||||
have access to.
|
||||
| The list of applications shown is based on the applications installed on the database.
|
||||
|
||||
.. image:: users/new_user.png
|
||||
:align: center
|
||||
:alt: View of a user’s form emphasizing the access rights tab in Odoo
|
||||
|
||||
When you are done editing the page and have *Saved* it, an invitation email is automatically sent to
|
||||
the user. The user must click on it to accept the invitation and create a login.
|
||||
|
||||
.. image:: users/invitation-email.png
|
||||
:align: center
|
||||
:alt: View of a user’s form with a notification that the invitation email has been sent in Odoo
|
||||
|
||||
.. note::
|
||||
Remember that subscription prices follow the number of users. Refer to our
|
||||
`pricing page <https://www.odoo.com/pricing>`_
|
||||
for more information.
|
||||
|
||||
With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected.
|
||||
|
||||
.. image:: users/user-type.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of a user’s form in developer mode emphasizing the user type field in Odoo
|
||||
|
||||
The *Portal* and *Public* options do not allow you to choose access rights. Members have specific
|
||||
ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
|
||||
groups.
|
||||
|
||||
.. _users/deactivate:
|
||||
|
||||
Deactivate Users
|
||||
================
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to
|
||||
deactivate, click on *Action*, and then on *Archive*.
|
||||
|
||||
.. danger::
|
||||
**Never** deactivate the main user (*admin*).
|
||||
|
||||
.. _users/passwords-management:
|
||||
|
||||
Passwords management
|
||||
====================
|
||||
|
||||
.. _users/reset-password:
|
||||
|
||||
Reset passwords
|
||||
---------------
|
||||
|
||||
.. _users/reset-password-login:
|
||||
|
||||
Enable password resets from login page
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
It is possible to enable password resets directly from the login page.
|
||||
|
||||
To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*.
|
||||
|
||||
.. image:: users/password-reset-login.png
|
||||
:align: center
|
||||
:alt: Enabling Password Reset in Odoo Settings
|
||||
|
||||
.. _users/reset-password-email:
|
||||
|
||||
Send reset instructions to users
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and
|
||||
click on *Send Password Reset Instructions* on its user form. An email is automatically sent to
|
||||
them.
|
||||
|
||||
.. note::
|
||||
The *Send Password Reset Instructions* button only appears if the Odoo invitation email has
|
||||
already been confirmed by the user.
|
||||
|
||||
This email contains all the instructions needed to reset the password, along with a link redirecting
|
||||
the user to an Odoo login page.
|
||||
|
||||
.. image:: users/password-email.png
|
||||
:align: center
|
||||
:alt: Example of an email with a password reset link for an Odoo account
|
||||
|
||||
.. _users/change-password:
|
||||
|
||||
Change users’ passwords
|
||||
-----------------------
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its
|
||||
form. Click on the *Action* button and select *Change Password*.
|
||||
|
||||
.. image:: users/change-password.png
|
||||
:align: center
|
||||
:alt: Change another user's password on Odoo
|
||||
|
||||
Enter a new password and confirm by clicking on *Change Password*.
|
||||
|
||||
.. note::
|
||||
This operation only modifies the password of the users locally and does not affect their odoo.com
|
||||
account. If you want to change the odoo.com password, you can :ref:`send the password reset
|
||||
instructions <users/reset-password-email>`.
|
||||
|
||||
Click on *Change Password* one more time. You are then redirected to an Odoo login page where you
|
||||
can reaccess your database using your new password.
|
||||
|
||||
.. _users/multi-companies:
|
||||
|
||||
Multi Companies
|
||||
===============
|
||||
|
||||
The *Multi Companies* field allows you to set to which of the multiple companies database you hold
|
||||
the user can have access.
|
||||
|
||||
.. note::
|
||||
Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company
|
||||
behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
|
||||
to :doc:`this </developer/howtos/company>` documentation.
|
||||
|
||||
.. image:: users/multi-companies.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of a user’s form emphasizing the multi companies field in Odoo
|
||||
|
||||
.. seealso::
|
||||
- :doc:`multi_companies`
|
||||
- :doc:`../general`
|
@ -1,6 +1,6 @@
|
||||
===============
|
||||
Multi Companies
|
||||
===============
|
||||
=========
|
||||
Companies
|
||||
=========
|
||||
|
||||
A centralized management environment allows you to select multiple companies simultaneously and set
|
||||
their specific warehouses, customers, equipment, and contacts. It provides you the ability to
|
||||
@ -14,7 +14,7 @@ Go to :menuselection:`Settings --> Manage Companies` and fill in the form with y
|
||||
information. If a *Parent Company* is selected, records are shared between the two companies (as
|
||||
long as both environments are active).
|
||||
|
||||
.. image:: multi_companies/create_js_store_us.png
|
||||
.. image:: companies/create_js_store_us.png
|
||||
:align: center
|
||||
:alt: Overview of a new company's form in Odoo
|
||||
|
||||
@ -23,7 +23,7 @@ long as both environments are active).
|
||||
companies, and easily identify them by the browser tabs. Set your favicons’ files size to 16x16
|
||||
or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
|
||||
|
||||
.. image:: multi_companies/favicon.png
|
||||
.. image:: companies/favicon.png
|
||||
:align: center
|
||||
:height: 200
|
||||
:alt: View of a web browser and the favicon for a specific company chosen in Odoo
|
||||
@ -33,7 +33,7 @@ grayed company is the one which environment is in use. To switch environments, c
|
||||
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:: multi_companies/multi_companies_menu_dashboard.png
|
||||
.. image:: companies/multi_companies_menu_dashboard.png
|
||||
:align: center
|
||||
:alt: View of the companies menu through the main dashboard in Odoo
|
||||
|
||||
@ -43,17 +43,17 @@ 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:: multi_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
|
||||
|
||||
Employees' access
|
||||
=================
|
||||
|
||||
Once companies are created, manage your employees' :doc:`Access Rights <users/access_rights>` for
|
||||
*Multi Companies*.
|
||||
Once companies are created, manage your employees' :doc:`Access Rights <access_rights>`
|
||||
for *Multi Companies*.
|
||||
|
||||
.. image:: multi_companies/access_rights_multi_companies.png
|
||||
.. 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
|
||||
@ -75,7 +75,7 @@ Documents’ format
|
||||
To set documents' formats according to each company, *activate* and *select* the respective one and,
|
||||
under *Settings*, click on *Configure Document Layout*.
|
||||
|
||||
.. image:: multi_companies/document_layout.png
|
||||
.. image:: companies/document_layout.png
|
||||
:align: center
|
||||
:alt: View of the settings page emphasizing the document layout field in Odoo
|
||||
|
||||
@ -84,18 +84,20 @@ Inter-Company Transactions
|
||||
|
||||
First, make sure each one of your companies is properly set in relation to:
|
||||
|
||||
- :doc:`Chart of Accounts <../finance/accounting/getting_started/initial_configuration/chart_of_accounts>`
|
||||
- :doc:`Taxes <../finance/accounting/taxation/taxes/default_taxes>`
|
||||
- :doc:`Fiscal Positions <../finance/accounting/taxation/taxes/fiscal_positions>`
|
||||
- :doc:`Journals <../finance/accounting/bank/setup/bank_accounts>`
|
||||
- :doc:`Fiscal Localizations <../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`
|
||||
- :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`
|
||||
- :doc:`Chart of Accounts
|
||||
<../../finance/accounting/getting_started/initial_configuration/chart_of_accounts>`
|
||||
- :doc:`Taxes <../../finance/accounting/taxation/taxes/default_taxes>`
|
||||
- :doc:`Fiscal Positions <../../finance/accounting/taxation/taxes/fiscal_positions>`
|
||||
- :doc:`Journals <../../finance/accounting/bank/setup/bank_accounts>`
|
||||
- :doc:`Fiscal Localizations
|
||||
<../../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`
|
||||
- :doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`
|
||||
|
||||
Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company
|
||||
*activated* and *selected*, choose if you would like operations between companies to be synchronized
|
||||
at an invoice/bills level or at a sales/purchase orders level.
|
||||
|
||||
.. image:: multi_companies/inter_company_transactions.png
|
||||
.. image:: companies/inter_company_transactions.png
|
||||
:align: center
|
||||
:alt: View of the settings page emphasizing the inter company transaction field in Odoo
|
||||
|
||||
@ -105,7 +107,7 @@ at an invoice/bills level or at a sales/purchase orders level.
|
||||
*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:: multi_companies/invoice_inter_company.png
|
||||
.. image:: companies/invoice_inter_company.png
|
||||
:align: center
|
||||
:alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo
|
||||
|
||||
@ -117,7 +119,7 @@ at an invoice/bills level or at a sales/purchase orders level.
|
||||
on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature
|
||||
was enabled).
|
||||
|
||||
.. image:: multi_companies/purchase_order_inter_company.png
|
||||
.. 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
|
||||
|
||||
@ -129,5 +131,4 @@ at an invoice/bills level or at a sales/purchase orders level.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Multi-company Guidelines </developer/howtos/company>`
|
||||
- :doc:`../finance/accounting/others/multicurrencies/how_it_works`
|
||||
|
||||
- :doc:`../../finance/accounting/others/multicurrencies/how_it_works`
|
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Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 45 KiB After Width: | Height: | Size: 45 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
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Before Width: | Height: | Size: 44 KiB After Width: | Height: | Size: 44 KiB |
Before Width: | Height: | Size: 68 KiB After Width: | Height: | Size: 68 KiB |
152
content/applications/general/users/manage_users.rst
Normal file
@ -0,0 +1,152 @@
|
||||
============
|
||||
Manage users
|
||||
============
|
||||
|
||||
Odoo defines a **user** as someone who has access to a database to perform daily tasks. You can add
|
||||
as many users as you need and, in order to restrict the type of information each user can access,
|
||||
rules can be applied. Users and access rights can be added and changed at any point.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`language`
|
||||
- :doc:`access_rights`
|
||||
|
||||
.. _users/add-individual:
|
||||
|
||||
Add individual users
|
||||
====================
|
||||
|
||||
Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
|
||||
|
||||
.. image:: manage_users/manage-users.png
|
||||
:align: center
|
||||
:height: 280
|
||||
:alt: View of the settings page emphasizing the manage users field in Odoo
|
||||
|
||||
| Fill in the form with the needed information. Under the tab
|
||||
:doc:`Access Rights <access_rights>` choose the group within each application the user can
|
||||
have access to.
|
||||
| The list of applications shown is based on the applications installed on the database.
|
||||
|
||||
.. image:: manage_users/new_user.png
|
||||
:align: center
|
||||
:alt: View of a user’s form emphasizing the access rights tab in Odoo
|
||||
|
||||
When you are done editing the page and have *Saved* it, an invitation email is automatically sent to
|
||||
the user. The user must click on it to accept the invitation and create a login.
|
||||
|
||||
.. image:: manage_users/invitation-email.png
|
||||
:align: center
|
||||
:alt: View of a user’s form with a notification that the invitation email has been sent in Odoo
|
||||
|
||||
.. note::
|
||||
Remember that subscription prices follow the number of users. Refer to our
|
||||
`pricing page <https://www.odoo.com/pricing>`_
|
||||
for more information.
|
||||
|
||||
With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected.
|
||||
|
||||
.. image:: manage_users/user-type.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of a user’s form in developer mode emphasizing the user type field in Odoo
|
||||
|
||||
The *Portal* and *Public* options do not allow you to choose access rights. Members have specific
|
||||
ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
|
||||
groups.
|
||||
|
||||
.. _users/deactivate:
|
||||
|
||||
Deactivate users
|
||||
================
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to
|
||||
deactivate, click on *Action*, and then on *Archive*.
|
||||
|
||||
.. danger::
|
||||
**Never** deactivate the main user (*admin*).
|
||||
|
||||
.. _users/passwords-management:
|
||||
|
||||
Passwords management
|
||||
====================
|
||||
|
||||
.. _users/reset-password:
|
||||
|
||||
Reset passwords
|
||||
---------------
|
||||
|
||||
.. _users/reset-password-login:
|
||||
|
||||
Enable password resets from login page
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
It is possible to enable password resets directly from the login page.
|
||||
|
||||
To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*.
|
||||
|
||||
.. image:: manage_users/password-reset-login.png
|
||||
:align: center
|
||||
:alt: Enabling Password Reset in Odoo Settings
|
||||
|
||||
.. _users/reset-password-email:
|
||||
|
||||
Send reset instructions to users
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and
|
||||
click on *Send Password Reset Instructions* on its user form. An email is automatically sent to
|
||||
them.
|
||||
|
||||
.. note::
|
||||
The *Send Password Reset Instructions* button only appears if the Odoo invitation email has
|
||||
already been confirmed by the user.
|
||||
|
||||
This email contains all the instructions needed to reset the password, along with a link redirecting
|
||||
the user to an Odoo login page.
|
||||
|
||||
.. image:: manage_users/password-email.png
|
||||
:align: center
|
||||
:alt: Example of an email with a password reset link for an Odoo account
|
||||
|
||||
.. _users/change-password:
|
||||
|
||||
Change users’ passwords
|
||||
-----------------------
|
||||
|
||||
Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its
|
||||
form. Click on the *Action* button and select *Change Password*.
|
||||
|
||||
.. image:: manage_users/change-password.png
|
||||
:align: center
|
||||
:alt: Change another user's password on Odoo
|
||||
|
||||
Enter a new password and confirm by clicking on *Change Password*.
|
||||
|
||||
.. note::
|
||||
This operation only modifies the password of the users locally and does not affect their odoo.com
|
||||
account. If you want to change the odoo.com password, you can :ref:`send the password reset
|
||||
instructions <users/reset-password-email>`.
|
||||
|
||||
Click on *Change Password* one more time. You are then redirected to an Odoo login page where you
|
||||
can reaccess your database using your new password.
|
||||
|
||||
.. _users/multi-companies:
|
||||
|
||||
Multi Companies
|
||||
===============
|
||||
|
||||
The *Multi Companies* field allows you to set to which of the multiple companies database you hold
|
||||
the user can have access.
|
||||
|
||||
.. note::
|
||||
Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company
|
||||
behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
|
||||
to :doc:`this </developer/howtos/company>` documentation.
|
||||
|
||||
.. image:: manage_users/multi-companies.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of a user’s form emphasizing the multi companies field in Odoo
|
||||
|
||||
.. seealso::
|
||||
- :doc:`companies`
|
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|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
=========
|
||||
Inventory
|
||||
=========
|
||||
|
||||
**Odoo Inventory** is both an inventory application and a warehouse management system, with an
|
||||
advanced barcode scanner app. Learn how to manage lead times, automate replenishments, and configure
|
||||
advanced routes like drop-shipping, cross-docks, etc.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Inventory <https://www.odoo.com/slides/inventory-24>`_
|
||||
- `Odoo Tutorials: Barcode Scanner <https://www.odoo.com/slides/barcode-30>`_
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
inventory/management
|
||||
inventory/shipping
|
||||
inventory/routes
|
||||
inventory/barcode
|
||||
inventory/barcode
|
||||
|
@ -1,9 +1,21 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
=============
|
||||
Manufacturing
|
||||
=============
|
||||
|
||||
**Odoo Manufacturing** helps you schedule, plan and process manufacturing orders. With the work
|
||||
center control panel, put tablets on the shop floor to control all your work orders in real-time and
|
||||
allow workers to trigger maintenance operations, feedback loops, quality issues, etc.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: MRP <https://www.odoo.com/slides/mrp-29>`_
|
||||
- `Odoo Tutorials: Barcode Scanner <https://www.odoo.com/slides/barcode-30>`_
|
||||
- :doc:`IoT Boxes (MES) </applications/productivity/iot>`
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
|
@ -1,9 +1,18 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
========
|
||||
Purchase
|
||||
========
|
||||
|
||||
**Odoo Purchase** helps you keep track of purchase agreements, quotations, and purchase orders.
|
||||
Learn how to keep track of purchase tender, automate replenishments and follow up on your orders.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Purchase <https://www.odoo.com/slides/purchase-23>`_
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
|
@ -9,4 +9,4 @@ Marketing
|
||||
|
||||
marketing/marketing_automation
|
||||
marketing/sms_marketing
|
||||
marketing/survey
|
||||
marketing/surveys
|
||||
|
@ -1,9 +1,15 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
====================
|
||||
Marketing Automation
|
||||
====================
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
|
@ -1,10 +1,16 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
=============
|
||||
SMS Marketing
|
||||
=============
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
sms_marketing/pricing
|
||||
sms_marketing/pricing
|
||||
|
@ -1,10 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
======
|
||||
Survey
|
||||
======
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
survey/overview
|
16
content/applications/marketing/surveys.rst
Normal file
@ -0,0 +1,16 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
=======
|
||||
Surveys
|
||||
=======
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
surveys/overview
|
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