diff --git a/content/applications/general.rst b/content/applications/general.rst index 27f792e65..e28d3bd89 100644 --- a/content/applications/general.rst +++ b/content/applications/general.rst @@ -16,94 +16,70 @@ General general/in_app_purchase general/unsplash -.. _general/users-features: +**Odoo** is a suite of open source business apps that cover all your company needs: :doc:`CRM +`, :doc:`eCommerce `, :doc:`accounting `, +:doc:`inventory `, :doc:`point of sale `, +:doc:`project management `, etc. Its unique value proposition is to be at the same +time *very easy* to use and *fully integrated*. -Users and Features -================== +This section of the documentation covers all functional aspects that aren't app-specific. You can +find, for example, information about: -As the administrator of your database, you are responsible for its usage. -This includes the Apps you install as well as the number of users currently -in use. +- :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. -Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) -but it is *not* a smartphone. You should apply caution when adding/removing -features (especially Apps) on your database since this may impact your -subscription amount significantly (or switch you from a free account -to a paying one on our online platform). +.. 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 + ` as well as the number of :doc:`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. -This section contains some information as to how you can manage your Odoo -instances. Before carrying any of these procedures, we **strongly** advise -to test them on a duplicate of your database first. That way, if something goes -wrong, your day-to-day business is not impacted. +.. seealso:: + - :ref:`Online Database management: Duplicate a database ` + - :ref:`On-premises Database management: Duplicate a database ` + - `Submit a Support Ticket `_ -.. note:: You can find guides on how to duplicate your databases both for - :ref:`online ` and :ref:`on premise ` - installations. +.. _general/apps-modules: -.. note:: If you have questions about the content of this section or if you - encounter an issue while carrying out these procedures, please contact - us through our `support form `__. +Apps and modules +================ +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. -Uninstalling Apps ------------------ +.. _general/uninstall: -.. warning:: Make sure you first test what you are about to do on a - :ref:`duplicate ` of your database before making any - changes (*especially* installing/uninstalling apps). +Uninstall apps and modules +-------------------------- -In your Odoo instance click on **Settings**; in this app, you will be -able to see how many applications you have installed. Click on **Browse -Apps** to access the list of your installed applications. - -+----------------+----------------+ -| |settings| | |browse_apps| | -+----------------+----------------+ - -In your applications' dashboard, you will see all the icons of your -applications. Click on the application you want to uninstall. Then, on -the form of the application, click on **Uninstall**. +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 + :align: center -.. danger:: Some applications have dependencies, like Invoicing, eCommerce, - etc. Therefore, the system will give you a warning message to advise - you of what is about to be removed. If you uninstall your application, - all its dependencies will be uninstalled as well (and the data in them - will permanently disappear). If you are sure you still want to uninstall - it, then click **Confirm**. - -Last, after having checked the warning message (if any), click **Confirm**. +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 + :align: center -You have finished uninstalling your application. +To complete the uninstallation, click on *Confirm*. -Good to know ------------- - -* **Uninstalling apps, managing users, etc. is up to you**: no one else can - know if your business flow is broken better than you. If we were to uninstall - applications for you, we would never be able to tell if relevant data had - been removed or if one of your business flow was broken because we *do not - know how you work* and therefore cannot validate these kinds of operations. - -* **Odoo Apps have dependencies**: this means that you may need to install - modules that you do not actively use to access some features of Odoo - you might need. For example, the Website Builder app is needed to be - able to show your customer their Quotes in a web page. Even though you - might not need or use the Website itself, it is needed for the Online - Quotes feature to work properly. - -* **Always test app installation/removal on a duplicate** (or on a - free trial database): that way you can know what other apps may - be required, etc. This will avoid surprises when uninstalling - or when receiving your invoices. - -.. |settings| image:: general/settings_app.png -.. |browse_apps| image:: general/browse_apps.png +.. danger:: + Uninstalling an app also uninstalls all its dependencies and permanently erases their data. .. _developer-mode: @@ -112,8 +88,8 @@ Activate the developer mode (debug mode) The developer mode (or debug mode) gives you access to extra and advanced tools. -Through the Settings application --------------------------------- +Through the Settings +-------------------- Go to :menuselection:`Settings --> Activate the developer mode`. diff --git a/content/applications/general/browse_apps.png b/content/applications/general/browse_apps.png deleted file mode 100644 index de6793e9e..000000000 Binary files a/content/applications/general/browse_apps.png and /dev/null differ diff --git a/content/applications/general/settings_app.png b/content/applications/general/settings_app.png deleted file mode 100644 index f7c7dd121..000000000 Binary files a/content/applications/general/settings_app.png and /dev/null differ diff --git a/content/applications/general/uninstall.png b/content/applications/general/uninstall.png index a686d24cc..f9fd54db4 100644 Binary files a/content/applications/general/uninstall.png and b/content/applications/general/uninstall.png differ diff --git a/content/applications/general/uninstall_deps.png b/content/applications/general/uninstall_deps.png index be5c72013..2d84fe469 100644 Binary files a/content/applications/general/uninstall_deps.png and b/content/applications/general/uninstall_deps.png differ diff --git a/content/applications/general/users.rst b/content/applications/general/users.rst index b3b098d42..253d7c846 100644 --- a/content/applications/general/users.rst +++ b/content/applications/general/users.rst @@ -67,13 +67,12 @@ groups. Deactivate Users ================ -Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to deactivate, click on -*Action*, and then on *Archive*. +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