[IMP] general: add intro for "general" + imp uninstalling apps/modules
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@ -16,94 +16,70 @@ General
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general/in_app_purchase
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general/unsplash
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.. _general/users-features:
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**Odoo** is a suite of open source business apps that cover all your company needs: :doc:`CRM
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<sales/crm>`, :doc:`eCommerce <websites/ecommerce>`, :doc:`accounting <finance/accounting>`,
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:doc:`inventory <inventory_and_mrp/inventory>`, :doc:`point of sale <sales/point_of_sale>`,
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:doc:`project management <services/project>`, etc. Its unique value proposition is to be at the same
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time *very easy* to use and *fully integrated*.
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Users and Features
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==================
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This section of the documentation covers all functional aspects that aren't app-specific. You can
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find, for example, information about:
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As the administrator of your database, you are responsible for its usage.
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This includes the Apps you install as well as the number of users currently
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in use.
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- :doc:`general/users` and :doc:`general/users/access_rights`, to configure each user correctly.
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- :doc:`general/export_import_data`, to transfer data from and to other environments than Odoo or
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update data.
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- :doc:`general/payment_acquirers`, to allow your customers to pay with their favorite payment
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method.
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- :doc:`general/auth/google`, as an authentication method.
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Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
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but it is *not* a smartphone. You should apply caution when adding/removing
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features (especially Apps) on your database since this may impact your
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subscription amount significantly (or switch you from a free account
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to a paying one on our online platform).
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.. important::
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- | **Installing or uninstalling apps, managing users, etc., is up to you.**
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| As the administrator of your database, you are responsible for its usage, as you know best
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how your organization works. This includes the installation or uninstallation of :ref:`apps
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<general/apps-modules>` as well as the number of :doc:`users <general/users>` currently in
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use.
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- | **Odoo apps have dependencies.**
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| Installing some apps and features with dependencies may also install additional apps and
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modules that are technically required, even if you won't actively use them.
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- | **Always test app installation/removal on a duplicate of your database.**
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| This way, you can know what app dependencies may be required or what data may be erased.
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This section contains some information as to how you can manage your Odoo
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instances. Before carrying any of these procedures, we **strongly** advise
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to test them on a duplicate of your database first. That way, if something goes
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wrong, your day-to-day business is not impacted.
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.. seealso::
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- :ref:`Online Database management: Duplicate a database <duplicate_online>`
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- :ref:`On-premises Database management: Duplicate a database <duplicate_premise>`
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- `Submit a Support Ticket <https://www.odoo.com/help>`_
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.. note:: You can find guides on how to duplicate your databases both for
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:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
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installations.
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.. _general/apps-modules:
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.. note:: If you have questions about the content of this section or if you
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encounter an issue while carrying out these procedures, please contact
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us through our `support form <https://www.odoo.com/help>`__.
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Apps and modules
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================
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Odoo is *not a smartphone*, and its apps shouldn't be installed or uninstalled carelessly. Apply
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caution when adding or removing apps and modules on your database since this may impact your
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subscription costs.
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Uninstalling Apps
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-----------------
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.. _general/uninstall:
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.. warning:: Make sure you first test what you are about to do on a
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:ref:`duplicate <duplicate_online>` of your database before making any
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changes (*especially* installing/uninstalling apps).
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Uninstall apps and modules
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--------------------------
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In your Odoo instance click on **Settings**; in this app, you will be
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able to see how many applications you have installed. Click on **Browse
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Apps** to access the list of your installed applications.
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+----------------+----------------+
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| |settings| | |browse_apps| |
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+----------------+----------------+
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In your applications' dashboard, you will see all the icons of your
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applications. Click on the application you want to uninstall. Then, on
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the form of the application, click on **Uninstall**.
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Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
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*Uninstall*.
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.. image:: general/uninstall.png
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:align: center
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:align: center
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.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
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etc. Therefore, the system will give you a warning message to advise
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you of what is about to be removed. If you uninstall your application,
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all its dependencies will be uninstalled as well (and the data in them
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will permanently disappear). If you are sure you still want to uninstall
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it, then click **Confirm**.
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Last, after having checked the warning message (if any), click **Confirm**.
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Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
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may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
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affected by it.
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.. image:: general/uninstall_deps.png
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:align: center
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:align: center
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You have finished uninstalling your application.
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To complete the uninstallation, click on *Confirm*.
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Good to know
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------------
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* **Uninstalling apps, managing users, etc. is up to you**: no one else can
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know if your business flow is broken better than you. If we were to uninstall
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applications for you, we would never be able to tell if relevant data had
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been removed or if one of your business flow was broken because we *do not
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know how you work* and therefore cannot validate these kinds of operations.
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* **Odoo Apps have dependencies**: this means that you may need to install
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modules that you do not actively use to access some features of Odoo
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you might need. For example, the Website Builder app is needed to be
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able to show your customer their Quotes in a web page. Even though you
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might not need or use the Website itself, it is needed for the Online
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Quotes feature to work properly.
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* **Always test app installation/removal on a duplicate** (or on a
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free trial database): that way you can know what other apps may
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be required, etc. This will avoid surprises when uninstalling
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or when receiving your invoices.
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.. |settings| image:: general/settings_app.png
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.. |browse_apps| image:: general/browse_apps.png
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.. danger::
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Uninstalling an app also uninstalls all its dependencies and permanently erases their data.
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.. _developer-mode:
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@ -112,8 +88,8 @@ Activate the developer mode (debug mode)
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The developer mode (or debug mode) gives you access to extra and advanced tools.
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Through the Settings application
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--------------------------------
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Through the Settings
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--------------------
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Go to :menuselection:`Settings --> Activate the developer mode`.
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@ -67,13 +67,12 @@ groups.
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Deactivate Users
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================
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Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to deactivate, click on
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*Action*, and then on *Archive*.
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Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to
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deactivate, click on *Action*, and then on *Archive*.
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.. danger::
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**Never** deactivate the main user (*admin*).
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.. _users/passwords-management:
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Passwords management
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