diff --git a/content/applications/general/in_app_purchase.rst b/content/applications/general/in_app_purchase.rst index 53caf9d4a..60549a9f7 100644 --- a/content/applications/general/in_app_purchase.rst +++ b/content/applications/general/in_app_purchase.rst @@ -1,8 +1,71 @@ -=============== -In-App Purchase -=============== +===================== +In-App Purchase (IAP) +===================== -.. toctree:: - :titlesonly: +In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you +to send SMS Text Messages or to send Invoices by post directly from my database. - in_app_purchase/in_app_purchase \ No newline at end of file +Buying Credits +============== + +Each IAP Service relies on prepaid credits to work and has its own pricing. To consult my current +balance or to recharge my account, go to :menuselection:`Settings --> Odoo IAP --> View my +Services`. + +.. image:: in_app_purchase/image1.png + :align: center + +.. tip:: + If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit from free credits to + test our IAP features. + +IAP accounts +============ + +Credits to use IAP services are stored on IAP accounts, which are specific to each service and +database. By default, IAP accounts are common to all companies, but can be restricted to specific +ones. Activate the :doc:`Developer mode `, then go to +:menuselection:`Technical Settings --> IAP Account`. + +.. image:: in_app_purchase/image2.png + :align: center + +IAP Portal +========== + +The IAP Portal is a platform regrouping my IAP Services. It is accessible from +:menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, I can view my current +balance, recharge my credits, review my consumption and set a reminder to when credits are low. + +.. image:: in_app_purchase/image3.png + :align: center + +Get notified when credits are low +================================= + +To be notified when it’s time to recharge my credits, I’ll go to my IAP Portal through +:menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and mark the +Receive threshold warning option. Then, I’ll provide a minimum amount of credits and email +addresses. Now, every time that the limit is reached, an automatic reminder will be sent to by +email! + +.. image:: in_app_purchase/image4.png + :align: center + +IAP services available +====================== + +Different services are available depending on the hosting type of your Database: + +- *Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail, + Reveal and Partner Autocomplete features); +- *Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party + apps can be used. + +Offering my own services +======================== + +I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity +to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole +initial purchase. Please, find more information at: :doc:`In-App Purchase +`. diff --git a/content/applications/general/in_app_purchase/media/image1.png b/content/applications/general/in_app_purchase/image1.png similarity index 100% rename from content/applications/general/in_app_purchase/media/image1.png rename to content/applications/general/in_app_purchase/image1.png diff --git a/content/applications/general/in_app_purchase/media/image2.png b/content/applications/general/in_app_purchase/image2.png similarity index 100% rename from content/applications/general/in_app_purchase/media/image2.png rename to content/applications/general/in_app_purchase/image2.png diff --git a/content/applications/general/in_app_purchase/media/image3.png b/content/applications/general/in_app_purchase/image3.png similarity index 100% rename from content/applications/general/in_app_purchase/media/image3.png rename to content/applications/general/in_app_purchase/image3.png diff --git a/content/applications/general/in_app_purchase/media/image4.png b/content/applications/general/in_app_purchase/image4.png similarity index 100% rename from content/applications/general/in_app_purchase/media/image4.png rename to content/applications/general/in_app_purchase/image4.png diff --git a/content/applications/general/in_app_purchase/in_app_purchase.rst b/content/applications/general/in_app_purchase/in_app_purchase.rst deleted file mode 100644 index 582932185..000000000 --- a/content/applications/general/in_app_purchase/in_app_purchase.rst +++ /dev/null @@ -1,71 +0,0 @@ -================================================== -General guide about In-App Purchase (IAP) Services -================================================== - -In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows me -to send SMS Text Messages or to send Invoices by post directly from my database. - -Buying Credits -============== - -Each IAP Service relies on prepaid credits to work and has its own pricing. To consult my current -balance or to recharge my account, go to :menuselection:`Settings --> Odoo IAP --> -View my Services`. - -.. image:: media/image1.png - :align: center - -.. tip:: - If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit from free credits to - test our IAP features. - -IAP accounts -============ - -Credits to use IAP services are stored on IAP accounts, which are specific to each service and -database. By default, IAP accounts are common to all companies, but can be restricted to specific -ones. Activate the :doc:`Developer mode `, then go to -:menuselection:`Technical Settings --> IAP Account`. - -.. image:: media/image2.png - :align: center - -IAP Portal -========== - -The IAP Portal is a platform regrouping my IAP Services. It is accessible from -:menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, I can view my current -balance, recharge my credits, review my consumption and set a reminder to when credits are low. - -.. image:: media/image3.png - :align: center - -Get notified when credits are low -================================= - -To be notified when it’s time to recharge my credits, I’ll go to my IAP Portal through -:menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and mark the -Receive threshold warning option. Then, I’ll provide a minimum amount of credits and email -addresses. Now, every time that the limit is reached, an automatic reminder will be sent to by -email! - -.. image:: media/image4.png - :align: center - -IAP services available -====================== - -Different services are available depending on the hosting type of your Database: - -- *Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail, - Reveal and Partner Autocomplete features); -- *Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party - apps can be used. - -Offering my own services -======================== - -I am more than welcome to offer my own IAP services through Odoo Apps! It is the perfect opportunity -to get recurring revenue for an ongoing service use rather than — and possibly instead of — a sole -initial purchase. Please, find more information at: :doc:`In-App Purchase -`. diff --git a/content/applications/general/multi_companies.rst b/content/applications/general/multi_companies.rst index 8349f9c79..e2403c69a 100644 --- a/content/applications/general/multi_companies.rst +++ b/content/applications/general/multi_companies.rst @@ -2,7 +2,134 @@ Multi Companies =============== -.. toctree:: - :titlesonly: +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 +generate reports of aggregated figures without switching interfaces, which facilitates daily tasks +and the overall management process. - multi_companies/manage_multi_companies \ No newline at end of file +Manage companies and records +============================ + +Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your company’s +information. If a *Parent Company* is selected, records are shared between the two companies (as +long as both environments are active). + +.. image:: multi_companies/create_js_store_us.png + :align: center + :alt: Overview of a new company's form in Odoo + +.. tip:: + Activate the :doc:`Developer mode ` to choose a *Favicon* + for each of your companies, and easily identify them by the browser tabs. Set your + favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted. + + .. image:: multi_companies/favicon.png + :align: center + :height: 200 + :alt: View of a web browser and the favicon for a specific company chosen in Odoo + +Switch between or select multiple companies by enabling their selection boxes to activate them. The +grayed company is the one which environment is in use. To switch environments, click on the +company’s name. In the example below, the user has access to three companies, two are activated, and +the environment in use is of *JS Store US*. + +.. image:: multi_companies/multi_companies_menu_dashboard.png + :align: center + :alt: View of the companies menu through the main dashboard in Odoo + +Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific +company only. To do so, on their forms, choose between: + +- *A blank field*: the record is shared within all companies. +- *Adding a company*: the record is visible to users logged in to that specific company. + +.. image:: multi_companies/product_form_company.png + :align: center + :alt: View of a product's form emphasizing the company field in Odoo Sales + +Employees' access +================= + +Once companies are created, manage your employees' :doc:`Access Rights ` +for *Multi Companies*. + +.. image:: multi_companies/access_rights_multi_companies.png + :align: center + :alt: View of an user form emphasizing the multi companies field under the access rights tabs + in Odoo + +| If a user has multiple companies *activated* on his database, and he is **editing** a record, + the editing happens on the record's related company. +| Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium + environment, the changes are applied under JS Store US (the company from which the sale order + was issued). +| When **creating** a record, the company taken into account is: + +- The current company (the one active) or, +- No company is set (on products and contacts’ forms for example) or, +- The company set is the one linked to the document (the same as if a record is being edited). + +Documents’ format +================= + +To set documents' formats according to each company, *activate* and *select* the respective one and, +under *Settings*, click on *Configure Document Layout*. + +.. image:: multi_companies/document_layout.png + :align: center + :alt: View of the settings page emphasizing the document layout field in Odoo + +Inter-Company Transactions +========================== + +First, make sure each one of your companies is properly set in relation to: + +- :doc:`Chart of Accounts + <../finance/accounting/getting_started/initial_configuration/chart_of_accounts>` +- :doc:`Taxes <../finance/accounting/taxation/taxes/default_taxes>` +- :doc:`Fiscal Positions <../finance/accounting/taxation/taxes/fiscal_positions>` +- :doc:`Journals <../finance/accounting/bank/setup/bank_accounts>` +- :doc:`Fiscal Localizations + <../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>` +- :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>` +- :doc:`Warehouses <../inventory_and_mrp/inventory/management/warehouses/warehouse_creation>` + +Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company +*activated* and *selected*, choose if you would like operations between companies to be synchronized +at an invoice/bills level or at a sales/purchase orders level. + +.. image:: multi_companies/inter_company_transactions.png + :align: center + :alt: View of the settings page emphasizing the inter company transaction field in Odoo + +- **Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for + the selected company. + + *Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor + bill on the JS Store US, from the JS Store Belgium. + +.. image:: multi_companies/invoice_inter_company.png + :align: center + :alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo + +- **Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected + company warehouse when a sales/purchase order is confirmed for the selected company. If instead of + a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*. + + *Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order + on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature + was enabled). + +.. image:: multi_companies/purchase_order_inter_company.png + :align: center + :alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo + +.. note:: + Products have to be configured as *Can be sold* and must be shared between the companies. + +.. tip:: + Remember to test all workflows as an user other than the administrator. + +.. seealso:: + - :doc:`Multi-company Guidelines ` + - :doc:`../finance/accounting/others/multicurrencies/how_it_works` diff --git a/content/applications/general/multi_companies/media/access_rights_multi_companies.png b/content/applications/general/multi_companies/access_rights_multi_companies.png similarity index 100% rename from content/applications/general/multi_companies/media/access_rights_multi_companies.png rename to content/applications/general/multi_companies/access_rights_multi_companies.png diff --git a/content/applications/general/multi_companies/media/create_js_store_us.png b/content/applications/general/multi_companies/create_js_store_us.png similarity index 100% rename from content/applications/general/multi_companies/media/create_js_store_us.png rename to content/applications/general/multi_companies/create_js_store_us.png diff --git a/content/applications/general/multi_companies/media/document_layout.png b/content/applications/general/multi_companies/document_layout.png similarity index 100% rename from content/applications/general/multi_companies/media/document_layout.png rename to content/applications/general/multi_companies/document_layout.png diff --git a/content/applications/general/multi_companies/media/favicon.png b/content/applications/general/multi_companies/favicon.png similarity index 100% rename from content/applications/general/multi_companies/media/favicon.png rename to content/applications/general/multi_companies/favicon.png diff --git a/content/applications/general/multi_companies/media/inter_company_transactions.png b/content/applications/general/multi_companies/inter_company_transactions.png similarity index 100% rename from content/applications/general/multi_companies/media/inter_company_transactions.png rename to content/applications/general/multi_companies/inter_company_transactions.png diff --git a/content/applications/general/multi_companies/media/invoice_inter_company.png b/content/applications/general/multi_companies/invoice_inter_company.png similarity index 100% rename from content/applications/general/multi_companies/media/invoice_inter_company.png rename to content/applications/general/multi_companies/invoice_inter_company.png diff --git a/content/applications/general/multi_companies/manage_multi_companies.rst b/content/applications/general/multi_companies/manage_multi_companies.rst deleted file mode 100644 index 280c0009b..000000000 --- a/content/applications/general/multi_companies/manage_multi_companies.rst +++ /dev/null @@ -1,132 +0,0 @@ -Multi Companies -=============== - -A centralized management environment allows you to select multiple companies simultaneously and set -their specific warehouses, customers, equipment, and contacts. It provides you the ability to -generate reports of aggregated figures without switching interfaces, which facilitates daily tasks -and the overall management process. - -Manage companies and records ----------------------------- - -Go to :menuselection:`Settings --> Manage Companies` and fill in the form with your company’s -information. If a *Parent Company* is selected, records are shared between the two companies (as -long as both environments are active). - -.. image:: media/create_js_store_us.png - :align: center - :alt: Overview of a new company's form in Odoo - -.. tip:: - Activate the :doc:`Developer mode <../developer_mode/activate>` to choose a *Favicon* - for each of your companies, and easily identify them by the browser tabs. Set your - favicons’ files size to 16x16 or 32x32 pixels. JPG, PNG, GIF, and ICO are extensions accepted. - - .. image:: media/favicon.png - :align: center - :height: 200 - :alt: View of a web browser and the favicon for a specific company chosen in Odoo - -Switch between or select multiple companies by enabling their selection boxes to activate them. The -grayed company is the one which environment is in use. To switch environments, click on the -company’s name. In the example below, the user has access to three companies, two are activated, and -the environment in use is of *JS Store US*. - -.. image:: media/multi_companies_menu_dashboard.png - :align: center - :alt: View of the companies menu through the main dashboard in Odoo - -Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific -company only. To do so, on their forms, choose between: - -- *A blank field*: the record is shared within all companies. -- *Adding a company*: the record is visible to users logged in to that specific company. - -.. image:: media/product_form_company.png - :align: center - :alt: View of a product's form emphasizing the company field in Odoo Sales - -Employees' access ------------------ - -Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/users>` -for *Multi Companies*. - -.. image:: media/access_rights_multi_companies.png - :align: center - :alt: View of an user form emphasizing the multi companies field under the access rights tabs - in Odoo - -| If a user has multiple companies *activated* on his database, and he is **editing** a record, - the editing happens on the record's related company. -| Example: if editing a sale order issued under JS Store US while working on the JS Store Belgium - environment, the changes are applied under JS Store US (the company from which the sale order - was issued). -| When **creating** a record, the company taken into account is: - -- The current company (the one active) or, -- No company is set (on products and contacts’ forms for example) or, -- The company set is the one linked to the document (the same as if a record is being edited). - -Documents’ format ------------------ - -To set documents' formats according to each company, *activate* and *select* the respective one and, -under *Settings*, click on *Configure Document Layout*. - -.. image:: media/document_layout.png - :align: center - :alt: View of the settings page emphasizing the document layout field in Odoo - -Inter-Company Transactions --------------------------- - -First, make sure each one of your companies is properly set in relation to: - -- :doc:`Chart of Accounts <../../finance/accounting/getting_started/initial_configuration/chart_of_accounts>` -- :doc:`Taxes <../../finance/accounting/taxation/taxes/default_taxes>` -- :doc:`Fiscal Positions <../../finance/accounting/taxation/taxes/fiscal_positions>` -- :doc:`Journals <../../finance/accounting/bank/setup/bank_accounts>` -- :doc:`Fiscal Localizations <../../finance/accounting/fiscal_localizations/overview/fiscal_localization_packages>` -- :doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>` -- :doc:`Warehouses <../../inventory_and_mrp/inventory/management/warehouses/warehouse_creation>` - -Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company -*activated* and *selected*, choose if you would like operations between companies to be synchronized -at an invoice/bills level or at a sales/purchase orders level. - -.. image:: media/inter_company_transactions.png - :align: center - :alt: View of the settings page emphasizing the inter company transaction field in Odoo - -- **Synchronize invoice/bills**: generates a bill/invoice when a company confirms a bill/invoice for - the selected company. - - *Example:* an invoice posted on JS Store Belgium, for JS Store US, automatically creates a vendor - bill on the JS Store US, from the JS Store Belgium. - -.. image:: media/invoice_inter_company.png - :align: center - :alt: View of an invoice for JS Store US created on JS Store Belgium in Odoo - -- **Synchronize sales/purchase order**: generates a drafted purchase/sales order using the selected - company warehouse when a sales/purchase order is confirmed for the selected company. If instead of - a drafted purchase/sales order you rather have it validated, enable *Automatic Validation*. - - *Example:* when a sale order for JS Store US is confirmed on JS Store Belgium, a purchase order - on JS Store Belgium is automatically created (and confirmed if the *Automatic Validation* feature - was enabled). - -.. image:: media/purchase_order_inter_company.png - :align: center - :alt: View of the purchase created on JS Store US from JS Store Belgium in Odoo - -.. note:: - Products have to be configured as *Can be sold* and must be shared between the companies. - -.. tip:: - Remember to test all workflows as an user other than the administrator. - -.. seealso:: - - :doc:`Multi-company Guidelines ` - - :doc:`../../finance/accounting/others/multicurrencies/how_it_works` diff --git a/content/applications/general/multi_companies/media/multi_companies_menu_dashboard.png b/content/applications/general/multi_companies/multi_companies_menu_dashboard.png similarity index 100% rename from content/applications/general/multi_companies/media/multi_companies_menu_dashboard.png rename to content/applications/general/multi_companies/multi_companies_menu_dashboard.png diff --git a/content/applications/general/multi_companies/media/product_form_company.png b/content/applications/general/multi_companies/product_form_company.png similarity index 100% rename from content/applications/general/multi_companies/media/product_form_company.png rename to content/applications/general/multi_companies/product_form_company.png diff --git a/content/applications/general/multi_companies/media/purchase_order_inter_company.png b/content/applications/general/multi_companies/purchase_order_inter_company.png similarity index 100% rename from content/applications/general/multi_companies/media/purchase_order_inter_company.png rename to content/applications/general/multi_companies/purchase_order_inter_company.png diff --git a/content/applications/general/odoo_basics/users.rst b/content/applications/general/odoo_basics/users.rst index 5ee1d0527..159535ccc 100644 --- a/content/applications/general/odoo_basics/users.rst +++ b/content/applications/general/odoo_basics/users.rst @@ -202,5 +202,5 @@ the user can have access. :alt: View of a user’s form emphasizing the multi companies field in Odoo .. seealso:: - - :doc:`../multi_companies/manage_multi_companies` + - :doc:`../multi_companies` - :doc:`../../settings/users_and_features` \ No newline at end of file diff --git a/content/applications/general/tags.rst b/content/applications/general/tags.rst index 307ee61ad..4b9ac81b6 100644 --- a/content/applications/general/tags.rst +++ b/content/applications/general/tags.rst @@ -2,7 +2,65 @@ Tags ==== -.. toctree:: - :titlesonly: +Tags work like keywords or labels that will help you to categorize your work, as well as make +objectives and goals clearer and available for everyone instantly. They are also a useful source of +filtering, helping you boost productivity. - tags/take_tags \ No newline at end of file + +Where can I use and how do I create tags? +========================================= + +| Tags can be used in numerous applications going from *CRM*, *Project*, *Contacts*, *Marketing + Automation*, etc. +| On *CRM* for instance, under :menuselection:`CRM --> Configuration --> Tags` you can create new or + edit existing ones. + +.. image:: tags/create_tags.png + :align: center + :height: 300 + :alt: Click on Create to create Tags in Odoo + +You can also create them on the fly. + +.. image:: tags/create_tags_fly.png + :align: center + :alt: Type the name of the tag on the field and create and edit a tag in Odoo + +Choose specific colors for each tag to help identify them, or *Hide in Kanban*, simply by +clicking on the tag once it is created. + +.. image:: tags/tags_colors.png + :align: center + :height: 260 + :alt: Click on the tag and choose a color in Odoo + +Remove tags from a task or from the database +============================================ + +Click on the *x* to delete a tag from a specific task or contact. To delete it from your +database, go to :menuselection:`CRM --> Configuration --> Tags --> Action --> Delete`. + +.. image:: tags/delete.png + :align: center + :alt: Select a tag and click on action then delete to delete it from the database in Odoo + +Use tags as a parameter +======================= + +On the *Marketing Automation* application, for example, you can re-use tags as a parameter to +specify a niche of records for your campaign. + +.. image:: tags/mkt_automation.png + :align: center + :height: 430 + :alt: Apply tags as filters in Odoo Marketing Automation application + +Use tags for reporting +====================== + +To get the information you need in an organized format and for a specific purpose, you can also +add tags. + +.. image:: tags/reporting.png + :align: center + :alt: Apply tags to create reports in Odoo diff --git a/content/applications/general/tags/media/create_tags.png b/content/applications/general/tags/create_tags.png similarity index 100% rename from content/applications/general/tags/media/create_tags.png rename to content/applications/general/tags/create_tags.png diff --git a/content/applications/general/tags/media/create_tags_fly.png b/content/applications/general/tags/create_tags_fly.png similarity index 100% rename from content/applications/general/tags/media/create_tags_fly.png rename to content/applications/general/tags/create_tags_fly.png diff --git a/content/applications/general/tags/media/delete.png b/content/applications/general/tags/delete.png similarity index 100% rename from content/applications/general/tags/media/delete.png rename to content/applications/general/tags/delete.png diff --git a/content/applications/general/tags/media/mkt_automation.png b/content/applications/general/tags/mkt_automation.png similarity index 100% rename from content/applications/general/tags/media/mkt_automation.png rename to content/applications/general/tags/mkt_automation.png diff --git a/content/applications/general/tags/media/reporting.png b/content/applications/general/tags/reporting.png similarity index 100% rename from content/applications/general/tags/media/reporting.png rename to content/applications/general/tags/reporting.png diff --git a/content/applications/general/tags/media/tags_colors.png b/content/applications/general/tags/tags_colors.png similarity index 100% rename from content/applications/general/tags/media/tags_colors.png rename to content/applications/general/tags/tags_colors.png diff --git a/content/applications/general/tags/take_tags.rst b/content/applications/general/tags/take_tags.rst deleted file mode 100644 index 6f26c125c..000000000 --- a/content/applications/general/tags/take_tags.rst +++ /dev/null @@ -1,66 +0,0 @@ -====================== -Take Advantage of Tags -====================== - -Tags work like keywords or labels that will help you to categorize your work, as well as make -objectives and goals clearer and available for everyone instantly. They are also a useful source of -filtering, helping you to boost productivity. - - -Where can I use and how do I create tags? -========================================= - -| Tags can be used in numerous applications going from *CRM*, *Project*, *Contacts*, *Marketing - Automation*, etc. -| On *CRM* for instance, under :menuselection:`CRM --> Configuration --> Tags` you can create new or - edit existing ones. - -.. image:: media/create_tags.png - :align: center - :height: 300 - :alt: Click on Create to create Tags in Odoo - -You can also create them on the fly. - -.. image:: media/create_tags_fly.png - :align: center - :alt: Type the name of the tag on the field and create and edit a tag in Odoo - -Choose specific colors for each tag to help identify them, or *Hide in Kanban*, simply by -clicking on the tag once it is created. - -.. image:: media/tags_colors.png - :align: center - :height: 260 - :alt: Click on the tag and choose a color in Odoo - -Remove tags from a task or from the database -============================================ - -Click on the *x* to delete a tag from a specific task or contact. To delete it from your -database, go to :menuselection:`CRM --> Configuration --> Tags --> Action --> Delete`. - -.. image:: media/delete.png - :align: center - :alt: Select a tag and click on action then delete to delete it from the database in Odoo - -Use tags as a parameter -======================= - -On the *Marketing Automation* application, for example, you can re-use tags as a parameter to -specify a niche of records for your campaign. - -.. image:: media/mkt_automation.png - :align: center - :height: 430 - :alt: Apply tags as filters in Odoo Marketing Automation application - -Use tags for reporting -====================== - -To get the information you need in an organized format and for a specific purpose, you can also -add tags. - -.. image:: media/reporting.png - :align: center - :alt: Apply tags to create reports in Odoo diff --git a/content/applications/marketing/events/integrations/integration_sms.rst b/content/applications/marketing/events/integrations/integration_sms.rst index d5cd2ab4c..60edb4136 100644 --- a/content/applications/marketing/events/integrations/integration_sms.rst +++ b/content/applications/marketing/events/integrations/integration_sms.rst @@ -64,7 +64,7 @@ Speakers*. .. note:: Credits are required to be able to send SMSs. For more information about Pricing :doc:`click here <../../sms_marketing/pricing/pricing_and_faq>`, and, about IAP Services :doc:`here - `. + `. diff --git a/content/applications/marketing/marketing_automation/overview/segment.rst b/content/applications/marketing/marketing_automation/overview/segment.rst index 5cca09f34..aea881464 100644 --- a/content/applications/marketing/marketing_automation/overview/segment.rst +++ b/content/applications/marketing/marketing_automation/overview/segment.rst @@ -64,4 +64,4 @@ Use cases .. seealso:: - :doc:`automate_actions` - - :doc:`/applications/general/tags/take_tags` + - :doc:`/applications/general/tags` diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 53aff7150..d4982e0bd 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/content/applications/sales/crm/acquire_leads/lead_mining.rst @@ -68,5 +68,5 @@ Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Ser If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature. .. seealso:: - * :doc:`In-App Purchases (IAP) ` + * :doc:`In-App Purchases (IAP) ` diff --git a/content/applications/services/project/tasks/get_started.rst b/content/applications/services/project/tasks/get_started.rst index 7ea7ff2e7..f9fcda4d9 100644 --- a/content/applications/services/project/tasks/get_started.rst +++ b/content/applications/services/project/tasks/get_started.rst @@ -80,7 +80,7 @@ Drag and drop tasks to change their stage and define colors to help you identify :alt: Choose a color to identify your task in Odoo Project .. seealso:: - - :doc:`/applications/general/tags/take_tags` + - :doc:`/applications/general/tags` diff --git a/redirects.txt b/redirects.txt index 5de69f0ba..6bc041f4f 100644 --- a/redirects.txt +++ b/redirects.txt @@ -195,6 +195,9 @@ discuss/overview.rst applications/productivity/discuss/overview/get_started.rst crm/optimize/onsip.rst applications/general/voip/onsip.rst # crm/optimize/* --> general/voip/* crm/optimize/setup.rst applications/general/voip/asterisk.rst # crm/optimize/setup --> general/voip/asterisk -general/odoo_basics/add_user.rst applications/general/odoo_basics/users.rst # add_user --> users +general/odoo_basics/add_user.rst applications/general/odoo_basics/users.rst # add_user -> users +applications/general/in_app_purchase/in_app_purchase.rst applications/general/in_app_purchase.rst # in_app_purchase/in_app_purchase -> in_app_purchase +applications/general/tags/take_tags.rst applications/general/tags.rst # tags/take_tags -> tags +applications/general/multi_companies/manage_multi_companies.rst applications/general/multi_companies.rst # multi_companies/manage_multi_companies -> multi_companies applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*