[MERGE] Forward-port of branch 13.0 to 14.0
@ -1,16 +1,21 @@
|
|||||||
:nosearch:
|
: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::
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
administration/install
|
administration/install
|
||||||
administration/deployment
|
administration/maintain
|
||||||
administration/update
|
|
||||||
administration/db_upgrade
|
|
||||||
administration/odoo_sh
|
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
|
||||||
|
=======
|
||||||
|
|
||||||
===============
|
.. toctree::
|
||||||
Installing Odoo
|
|
||||||
===============
|
|
||||||
|
|
||||||
There are multiple ways to install Odoo, or not install it at all, depending
|
install/install
|
||||||
on the intended use case.
|
install/deploy
|
||||||
|
install/cdn
|
||||||
This documents attempts to describe most of the installation options.
|
install/email_gateway
|
||||||
|
|
||||||
: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/
|
|
||||||
|
@ -1,7 +1,6 @@
|
|||||||
|
===========================================
|
||||||
========================================
|
Setting up a Content Delivery Network (CDN)
|
||||||
Deploying with Content Delivery Networks
|
===========================================
|
||||||
========================================
|
|
||||||
|
|
||||||
.. _reference/cdn/keycdn:
|
.. _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 @@
|
|||||||
|
====================
|
||||||
==============
|
System configuration
|
||||||
Deploying Odoo
|
====================
|
||||||
==============
|
|
||||||
|
|
||||||
This document describes basic steps to set up Odoo in production or on an
|
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
|
internet-facing server. It follows :ref:`installation <setup/install>`, and is
|
@ -1,7 +1,6 @@
|
|||||||
|
=============
|
||||||
==================
|
Email gateway
|
||||||
Odoo email gateway
|
=============
|
||||||
==================
|
|
||||||
|
|
||||||
The Odoo mail gateway allows you to inject directly all the received emails in Odoo.
|
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:
|
.. _db-upgrade:
|
||||||
|
|
||||||
=======
|
================
|
||||||
Upgrade
|
Versions upgrade
|
||||||
=======
|
================
|
||||||
|
|
||||||
.. _db-upgrade/overview:
|
.. _db-upgrade/overview:
|
||||||
|
|
||||||
@ -20,8 +20,7 @@ Overview
|
|||||||
The upgrade process
|
The upgrade process
|
||||||
-------------------
|
-------------------
|
||||||
|
|
||||||
This documentation is for our *On-Premise* (self-hosted) and *Odoo.sh* customers. If you are hosted
|
This documentation is for our *On-Premise* (self-hosted) and *Odoo.sh* customers.
|
||||||
Online, please check our :ref:`instruction page for our Online (SaaS) customers <upgrade_button>`.
|
|
||||||
|
|
||||||
.. _db-upgrade/definition:
|
.. _db-upgrade/definition:
|
||||||
|
|
||||||
@ -109,8 +108,7 @@ The upgrade process varies depending on where your database is hosted.
|
|||||||
Online (SaaS)
|
Online (SaaS)
|
||||||
-------------
|
-------------
|
||||||
|
|
||||||
If you are hosted Online, please check our :ref:`instruction page for our Online (SaaS) customers
|
If you are hosted Online, please check your `database manager <https://www.odoo.com/my/databases>`_.
|
||||||
<upgrade_button>`.
|
|
||||||
|
|
||||||
.. _db-upgrade/odoo-sh:
|
.. _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
|
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:
|
.. _db-upgrade/on-premise:
|
||||||
|
|
||||||
@ -351,7 +349,7 @@ for the production request.
|
|||||||
Upgrade of the custom modules
|
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.
|
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
|
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>`_.
|
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
|
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|
|
.. 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
|
suggest you to prefer the most recent version to benefit from a longer support (before having to
|
||||||
upgrade again).
|
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:
|
.. _setup/enterprise:
|
||||||
|
|
||||||
============================
|
===============================
|
||||||
From Community to Enterprise
|
Upgrade Community to Enterprise
|
||||||
============================
|
===============================
|
||||||
|
|
||||||
Depending on your current installation, there are multiple ways to upgrade
|
Depending on your current installation, there are multiple ways to upgrade
|
||||||
your community version.
|
your community version.
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
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:
|
.. _db_management/hosting_changes:
|
||||||
|
|
||||||
===============
|
=======================
|
||||||
Hosting Changes
|
Change hosting solution
|
||||||
===============
|
=======================
|
||||||
|
|
||||||
You may want to move your Odoo database from one hosting solution to another.
|
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.
|
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>`.
|
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.
|
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.
|
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:
|
.. _setup/update:
|
||||||
|
|
||||||
=============================
|
==============
|
||||||
Updating an Odoo installation
|
Bugfix updates
|
||||||
=============================
|
==============
|
||||||
|
|
||||||
Introduction
|
Introduction
|
||||||
============
|
============
|
||||||
@ -147,4 +147,4 @@ Docker
|
|||||||
------
|
------
|
||||||
|
|
||||||
Please refer to our `Docker image documentation <https://hub.docker.com/_/odoo/>`_ for
|
Please refer to our `Docker image documentation <https://hub.docker.com/_/odoo/>`_ for
|
||||||
specific update instructions.
|
specific update instructions.
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
: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.
|
* ``--stop-after-init`` will immediately shutdown the server instance after it completed the operations you asked.
|
||||||
|
|
||||||
More options are available and detailed in the
|
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.
|
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*":
|
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,
|
This method is equivalent to perform an upgrade of the module through the Apps menu,
|
||||||
or through the :code:`-u` switch of
|
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,
|
In the case the changes in the commit prevent the server to restart,
|
||||||
or if the modules update fails,
|
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
|
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
|
Push your modules in production
|
||||||
-------------------------------
|
-------------------------------
|
||||||
|
@ -1,11 +1,18 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
:show-content:
|
||||||
|
:hide-page-toc:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
============
|
|
||||||
Applications
|
=========
|
||||||
============
|
User Docs
|
||||||
|
=========
|
||||||
|
|
||||||
|
Discover our user guides and configuration tutorials per application.
|
||||||
|
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
:maxdepth: 2
|
||||||
|
|
||||||
applications/finance
|
applications/finance
|
||||||
applications/sales
|
applications/sales
|
||||||
|
@ -1,9 +1,25 @@
|
|||||||
|
:nosearch:
|
||||||
:show-content:
|
:show-content:
|
||||||
|
:hide-page-toc:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
========================
|
========================
|
||||||
Accounting and Invoicing
|
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::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
@ -15,155 +31,3 @@ Accounting and Invoicing
|
|||||||
accounting/reporting
|
accounting/reporting
|
||||||
accounting/others
|
accounting/others
|
||||||
accounting/fiscal_localizations
|
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
|
France
|
||||||
======
|
======
|
||||||
|
|
||||||
FEC
|
FEC
|
||||||
===
|
===
|
||||||
|
|
||||||
If you have installed the French Accounting, you will be able to download the 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::
|
.. tip::
|
||||||
If you do not see the submenu **FEC**, go in **Apps** and search for the module
|
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
|
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
|
- Bilan comptable
|
||||||
- Compte de résultats
|
- Compte de résultats
|
||||||
- Plan de Taxes France
|
- Plan de Taxes France
|
||||||
|
|
||||||
Get the VAT anti-fraud certification with Odoo
|
Get the VAT anti-fraud certification with Odoo
|
||||||
==============================================
|
==============================================
|
||||||
|
|
||||||
As of January 1st 2018, a new anti-fraud legislation comes into effect
|
As of January 1st 2018, a new anti-fraud legislation comes into effect
|
||||||
in France and DOM-TOM. This new legislation stipulates certain criteria
|
in France and DOM-TOM. This new legislation stipulates certain criteria
|
||||||
concerning the inalterability, security, storage and archiving of sales data.
|
concerning the inalterability, security, storage and archiving of sales data.
|
||||||
These legal requirements are implemented in Odoo, version 9 onward,
|
These legal requirements are implemented in Odoo, version 9 onward,
|
||||||
through a module and a certificate of conformity to download.
|
through a module and a certificate of conformity to download.
|
||||||
|
|
||||||
Is my company required to use an anti-fraud software?
|
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:
|
Odoo (CGI art. 286, I. 3° bis) if:
|
||||||
|
|
||||||
* You are taxable (not VAT exempt) in France or any DOM-TOM,
|
* You are taxable (not VAT exempt) in France or any DOM-TOM,
|
||||||
* Some of your customers are private individuals (B2C).
|
* 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.
|
VAT and therefore are not affected.
|
||||||
|
|
||||||
Get certified with Odoo
|
Get certified with Odoo
|
||||||
@ -47,13 +47,12 @@ Get certified with Odoo
|
|||||||
|
|
||||||
Getting compliant with Odoo is very easy.
|
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
|
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/>`_.
|
`here <https://www.odoo.com/my/contract/french-certification/>`_.
|
||||||
If you use Odoo Community, you should
|
If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise
|
||||||
:doc:`upgrade to Odoo Enterprise </administration/enterprise>`
|
</administration/maintain/enterprise>` or contact your Odoo service provider.
|
||||||
or contact your Odoo service provider.
|
|
||||||
|
|
||||||
In case of non-conformity, your company risks a fine of €7,500.
|
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:
|
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;
|
key data of POS orders, invoices and journal entries;
|
||||||
* **Security**: chaining algorithm to verify the inalterability;
|
* **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).
|
and cumulative totals (daily, monthly, annually).
|
||||||
|
|
||||||
Inalterability
|
Inalterability
|
||||||
~~~~~~~~~~~~~~
|
~~~~~~~~~~~~~~
|
||||||
|
|
||||||
All the possible ways to cancel and modify key data of paid POS orders,
|
All the possible ways to cancel and modify key data of paid POS orders,
|
||||||
confirmed invoices and journal entries are deactivated,
|
confirmed invoices and journal entries are deactivated,
|
||||||
if the company is located in France or in any DOM-TOM.
|
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.
|
such companies are impacted.
|
||||||
|
|
||||||
Security
|
Security
|
||||||
~~~~~~~~
|
~~~~~~~~
|
||||||
|
|
||||||
To ensure the inalterability, every order or journal entry is encrypted
|
To ensure the inalterability, every order or journal entry is encrypted
|
||||||
upon validation.
|
upon validation.
|
||||||
This number (or hash) is calculated from the key data of the document as
|
This number (or hash) is calculated from the key data of the document as
|
||||||
well as from the hash of the precedent documents.
|
well as from the hash of the precedent documents.
|
||||||
|
|
||||||
The module introduces an interface to test the data inalterability.
|
The module introduces an interface to test the data inalterability.
|
||||||
If any information is modified on a document after its validation,
|
If any information is modified on a document after its validation,
|
||||||
the test will fail. The algorithm recomputes all the hashes and compares them
|
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
|
against the initial ones. In case of failure, the system points out the first
|
||||||
corrupted document recorded in the system.
|
corrupted document recorded in the system.
|
||||||
|
|
||||||
Users with *Manager* access rights can launch the inalterability check.
|
Users with *Manager* access rights can launch the inalterability check.
|
||||||
For POS orders, go to
|
For POS orders, go to
|
||||||
:menuselection:`Point of Sales --> Reporting --> French Statements`.
|
:menuselection:`Point of Sales --> Reporting --> French Statements`.
|
||||||
For invoices or journal entries,
|
For invoices or journal entries,
|
||||||
go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`.
|
go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`.
|
||||||
|
|
||||||
Storage
|
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.
|
and annual basis.
|
||||||
Such closings distinctly compute the sales total of the period as well as
|
Such closings distinctly compute the sales total of the period as well as
|
||||||
the cumulative grand totals from the very first sales entry recorded
|
the cumulative grand totals from the very first sales entry recorded
|
||||||
in the system.
|
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.
|
Invoicing and Accounting apps.
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
@ -142,15 +141,15 @@ Invoicing and Accounting apps.
|
|||||||
|
|
||||||
* For multi-companies environments, such closings are performed by company.
|
* For multi-companies environments, such closings are performed by company.
|
||||||
|
|
||||||
* POS orders are posted as journal entries at the closing of the POS session.
|
* POS orders are posted as journal entries at the closing of the POS session.
|
||||||
Closing a POS session can be done anytime.
|
Closing a POS session can be done anytime.
|
||||||
To prompt users to do it on a daily basis, the module prevents from resuming
|
To prompt users to do it on a daily basis, the module prevents from resuming
|
||||||
a session opened more than 24 hours ago.
|
a session opened more than 24 hours ago.
|
||||||
Such a session must be closed before selling again.
|
Such a session must be closed before selling again.
|
||||||
|
|
||||||
* A period’s total is computed from all the journal entries posted after the
|
* 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.
|
previous closing of the same type, regardless of their posting date.
|
||||||
If you record a new sales transaction for a period already closed,
|
If you record a new sales transaction for a period already closed,
|
||||||
it will be counted in the very next closing.
|
it will be counted in the very next closing.
|
||||||
|
|
||||||
.. tip:: For test & audit purposes such closings can be manually generated in the
|
.. tip:: For test & audit purposes such closings can be manually generated in the
|
||||||
@ -161,14 +160,14 @@ Invoicing and Accounting apps.
|
|||||||
Responsibilities
|
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.
|
of your past data will be longer guaranteed as being inalterable.
|
||||||
|
|
||||||
Users remain responsible for their Odoo instance and must use it with
|
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
|
due diligence. It is not permitted to modify the source code which guarantees
|
||||||
the inalterability of data.
|
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.
|
in the module’s functions caused by 3rd party applications not certified by Odoo.
|
||||||
|
|
||||||
|
|
||||||
|
@ -7,6 +7,7 @@ Getting Started
|
|||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
|
getting_started/main_concept
|
||||||
getting_started/memento
|
getting_started/memento
|
||||||
getting_started/initial_configuration
|
getting_started/initial_configuration
|
||||||
getting_started/process_overview
|
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-css: accounting.css
|
||||||
:custom-js: accounts.js,chart-of-accounts.js,entries.js,misc.js,reconciliation.js
|
: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
|
.. 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
|
Depending on your business and the application you use, there are
|
||||||
different ways to automate the customer invoice creation in Odoo.
|
different ways to automate the customer invoice creation in Odoo.
|
||||||
|
@ -1,184 +1,15 @@
|
|||||||
:show-content:
|
=============
|
||||||
|
Miscellaneous
|
||||||
=======
|
=============
|
||||||
General
|
|
||||||
=======
|
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
|
||||||
general/users
|
general/users
|
||||||
general/export_import_data
|
|
||||||
general/multi_companies
|
|
||||||
general/auth
|
general/auth
|
||||||
|
general/apps_modules
|
||||||
|
general/export_import_data
|
||||||
general/payment_acquirers
|
general/payment_acquirers
|
||||||
general/voip
|
general/voip
|
||||||
general/calendars
|
general/calendars
|
||||||
general/in_app_purchase
|
general/in_app_purchase
|
||||||
general/unsplash
|
general/developer_mode
|
||||||
|
|
||||||
**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.
|
|
||||||
|
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:
|
:titlesonly:
|
||||||
|
|
||||||
auth/google
|
auth/google
|
||||||
auth/google_spreadsheets
|
|
||||||
auth/azure
|
auth/azure
|
||||||
auth/ldap
|
auth/ldap
|
||||||
auth/2fa
|
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.
|
- 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
|
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
|
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
|
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
|
Users & Companies
|
||||||
==============
|
=================
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
users/language
|
|
||||||
users/access_rights
|
|
||||||
|
|
||||||
Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as
|
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
|
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.
|
can be applied. Users and access rights can be added and changed at any point.
|
||||||
|
|
||||||
.. seealso::
|
.. toctree::
|
||||||
- :doc:`users/language`
|
:titlesonly:
|
||||||
- :doc:`users/access_rights`
|
|
||||||
|
|
||||||
.. _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
|
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
|
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
|
information. If a *Parent Company* is selected, records are shared between the two companies (as
|
||||||
long as both environments are active).
|
long as both environments are active).
|
||||||
|
|
||||||
.. image:: multi_companies/create_js_store_us.png
|
.. image:: companies/create_js_store_us.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of a new company's form in Odoo
|
: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
|
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.
|
or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted.
|
||||||
|
|
||||||
.. image:: multi_companies/favicon.png
|
.. image:: companies/favicon.png
|
||||||
:align: center
|
:align: center
|
||||||
:height: 200
|
:height: 200
|
||||||
:alt: View of a web browser and the favicon for a specific company chosen in Odoo
|
: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
|
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*.
|
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
|
:align: center
|
||||||
:alt: View of the companies menu through the main dashboard in Odoo
|
: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.
|
- *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.
|
- *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
|
:align: center
|
||||||
:alt: View of a product's form emphasizing the company field in Odoo Sales
|
:alt: View of a product's form emphasizing the company field in Odoo Sales
|
||||||
|
|
||||||
Employees' access
|
Employees' access
|
||||||
=================
|
=================
|
||||||
|
|
||||||
Once companies are created, manage your employees' :doc:`Access Rights <users/access_rights>` for
|
Once companies are created, manage your employees' :doc:`Access Rights <access_rights>`
|
||||||
*Multi Companies*.
|
for *Multi Companies*.
|
||||||
|
|
||||||
.. image:: multi_companies/access_rights_multi_companies.png
|
.. image:: companies/access_rights_multi_companies.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of an user form emphasizing the multi companies field under the access rights tabs
|
:alt: View of an user form emphasizing the multi companies field under the access rights tabs
|
||||||
in Odoo
|
in Odoo
|
||||||
@ -75,7 +75,7 @@ Documents’ format
|
|||||||
To set documents' formats according to each company, *activate* and *select* the respective one and,
|
To set documents' formats according to each company, *activate* and *select* the respective one and,
|
||||||
under *Settings*, click on *Configure Document Layout*.
|
under *Settings*, click on *Configure Document Layout*.
|
||||||
|
|
||||||
.. image:: multi_companies/document_layout.png
|
.. image:: companies/document_layout.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of the settings page emphasizing the document layout field in Odoo
|
:alt: View of the settings page emphasizing the document layout field in Odoo
|
||||||
|
|
||||||
@ -84,18 +84,20 @@ Inter-Company Transactions
|
|||||||
|
|
||||||
First, make sure each one of your companies is properly set in relation to:
|
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:`Chart of Accounts
|
||||||
- :doc:`Taxes <../finance/accounting/taxation/taxes/default_taxes>`
|
<../../finance/accounting/getting_started/initial_configuration/chart_of_accounts>`
|
||||||
- :doc:`Fiscal Positions <../finance/accounting/taxation/taxes/fiscal_positions>`
|
- :doc:`Taxes <../../finance/accounting/taxation/taxes/default_taxes>`
|
||||||
- :doc:`Journals <../finance/accounting/bank/setup/bank_accounts>`
|
- :doc:`Fiscal Positions <../../finance/accounting/taxation/taxes/fiscal_positions>`
|
||||||
- :doc:`Fiscal Localizations <../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>`
|
- :doc:`Journals <../../finance/accounting/bank/setup/bank_accounts>`
|
||||||
- :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`
|
- :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
|
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
|
*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.
|
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
|
:align: center
|
||||||
:alt: View of the settings page emphasizing the inter company transaction field in Odoo
|
:alt: View of the settings page emphasizing the inter company transaction field in Odoo
|
||||||
|
|
||||||
@ -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
|
*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.
|
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
|
:align: center
|
||||||
:alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo
|
: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
|
on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature
|
||||||
was enabled).
|
was enabled).
|
||||||
|
|
||||||
.. image:: multi_companies/purchase_order_inter_company.png
|
.. image:: companies/purchase_order_inter_company.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo
|
: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::
|
.. seealso::
|
||||||
- :doc:`Multi-company Guidelines </developer/howtos/company>`
|
- :doc:`Multi-company Guidelines </developer/howtos/company>`
|
||||||
- :doc:`../finance/accounting/others/multicurrencies/how_it_works`
|
- :doc:`../../finance/accounting/others/multicurrencies/how_it_works`
|
||||||
|
|
Before Width: | Height: | Size: 62 KiB After Width: | Height: | Size: 62 KiB |
Before Width: | Height: | Size: 23 KiB After Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 42 KiB After Width: | Height: | Size: 42 KiB |
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 |
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
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`
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
Before Width: | Height: | Size: 37 KiB After Width: | Height: | Size: 37 KiB |
@ -1,13 +1,24 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
:show-content:
|
||||||
|
:hide-page-toc:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
=========
|
=========
|
||||||
Inventory
|
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::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
inventory/management
|
inventory/management
|
||||||
inventory/shipping
|
inventory/shipping
|
||||||
inventory/routes
|
inventory/routes
|
||||||
inventory/barcode
|
inventory/barcode
|
||||||
|
@ -1,9 +1,21 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
:show-content:
|
||||||
|
:hide-page-toc:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
=============
|
=============
|
||||||
Manufacturing
|
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::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
|
@ -1,9 +1,18 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
:show-content:
|
||||||
|
:hide-page-toc:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
========
|
========
|
||||||
Purchase
|
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::
|
.. toctree::
|
||||||
:titlesonly:
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:titlesonly:
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@ -9,4 +9,4 @@ Marketing
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marketing/marketing_automation
|
marketing/marketing_automation
|
||||||
marketing/sms_marketing
|
marketing/sms_marketing
|
||||||
marketing/survey
|
marketing/surveys
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||||||
|
@ -1,9 +1,15 @@
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:nosearch:
|
:nosearch:
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:show-content:
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:hide-page-toc:
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:show-toc:
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||||||
|
|
||||||
====================
|
====================
|
||||||
Marketing Automation
|
Marketing Automation
|
||||||
====================
|
====================
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
|
@ -1,10 +1,16 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
:show-content:
|
||||||
|
:hide-page-toc:
|
||||||
|
:show-toc:
|
||||||
|
|
||||||
=============
|
=============
|
||||||
SMS Marketing
|
SMS Marketing
|
||||||
=============
|
=============
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
: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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