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147 Commits

Author SHA1 Message Date
Donatienne (dopi) fbe10338c9 [IMP] Link trackers: updating content
task-3754778
2024-04-03 15:52:31 +02:00
Odoo Translation Bot 90606a0d56 [I18N] Update translation terms from Transifex 2024-03-24 00:41:05 +01:00
Jess Rogers (jero) c63dda1e5f [ADD] crm: quality leads report doc
closes odoo/documentation#7966

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-03-22 21:45:16 +00:00
Lara Martini (larm) e4057858a1 [IMP] payroll: updating new reporting for 17
closes odoo/documentation#7806

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-03-22 21:45:15 +00:00
João Alves 2c613fdfc4 Update location of Outlook Calendar setting
closes odoo/documentation#8254

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 20:01:23 +00:00
tiku-odoo 2e99e9b57e [IMP] essentials: import export rewrite
closes odoo/documentation#8314

X-original-commit: c635baa0a2
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-22 14:48:01 +00:00
Rémy Voet (ryv) 7353d7b2cc [IMP] orm: add 'any' and 'not any' operators
- Add descriptions of the 'any' and 'not any' operators
- Simplify the example for searching partners
- Add an example using the 'any' operator for the sale.order model

closes odoo/documentation#8195

Closes: #7620
Signed-off-by: Rémy Voet (ryv) <ryv@odoo.com>
2024-03-22 11:20:06 +00:00
Jess Rogers (jero) 4a28f69400 [ADD] crm: expected revenue report doc
closes odoo/documentation#7980

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-22 04:33:40 +00:00
tiku-odoo c2a84d65f7 [IMP] iot: flash card update section
closes odoo/documentation#8301

X-original-commit: 1f89b5f4b2
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-22 03:11:44 +00:00
Mohamed Alkobrosli dfb88db7b6 [FW][FIX] dev/assets: typo
the "py" letter should be "by" to make the syntax correct and understood.

closes odoo/documentation#8296

Forward-port-of: odoo/documentation#8276
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2024-03-22 01:30:24 +00:00
Brandon Seltenrich (BRSE) 3d82c7671c [ADD] inventory: add before date res doc
closes odoo/documentation#7925

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 01:30:23 +00:00
Brandon Seltenrich (BRSE) 9a5074848c [IMP] purchase: update blanket orders doc
closes odoo/documentation#8201

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 01:30:22 +00:00
John Holton (hojo) e0e97ea763 [ADD] Maintenance: Maintenance requests
closes odoo/documentation#8139

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 01:30:21 +00:00
KC (ksc) 3e4463c978 [IMP] email marketing: updated unsubscription/blacklist doc for 17
closes odoo/documentation#7809

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 01:30:20 +00:00
Lara Martini (larm) 735097850c [IMP] payroll: updating payslips info and pics for 17
closes odoo/documentation#7740

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 01:30:19 +00:00
KC (ksc) d8494b2c4b [ADD] subscriptions: add scheduled actions doc
closes odoo/documentation#7663

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-22 01:30:19 +00:00
tiku-odoo f4bcdc815e [IMP] email comms: feedback loop edit
closes odoo/documentation#8280

X-original-commit: 2fad56f841
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-21 23:03:01 +00:00
Martin Trigaux (mat) e655f90e62 [I18N] conf: add more language codes
closes odoo/documentation#8244

X-original-commit: 88fa5d6e0a
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2024-03-21 23:02:56 +00:00
Paolo Gatti (pgi) d7595e5eb8 [IMP] finance/fiscal_localizations: Internal Reverse Charge
Many updates are due because of all the changes that have happened in
the last version. Internal Reverse Charge section has been added. The
configuration section has been reordered and information no longer valid
(like invoices being automatically sent) are removed. The flow is
described in a little more detail.

closes odoo/documentation#8054

Signed-off-by: Paolo Gatti (pgi) <pgi@odoo.com>
2024-03-21 23:02:53 +00:00
Tom Aarab (toaa) 0b6bef6516 [IMP] accounting: add extra taxes
Extra taxes (ecotax, luxury, etc) are currently missing from doc

taskid-3794931

closes odoo/documentation#8076

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-21 21:30:40 +00:00
Jonathan Castillo (jcs) 3a18276d4a [FIX] website: anchors in analytics hyperlinks
Custom anchors can be used as hyperlinks to target a specific
heading on the page. However, the google analytics one didn't
work well because of the capital letters used.

closes odoo/documentation#8224

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-21 18:35:49 +00:00
tiku-odoo bb9cb27935 [IMP] hosting: add admonition block on subscription
closes odoo/documentation#8252

X-original-commit: 9df807a532
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-20 19:56:46 +00:00
tiku-odoo 148eaedfa9 [IMP] developer: external api add admonition block
closes odoo/documentation#8232

X-original-commit: d6f5e74971
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-20 18:29:27 +00:00
tiku-odoo a9d4fbbd5a [REM] voip: onsip scrub per onsip
closes odoo/documentation#8231

X-original-commit: 7b728a22f4
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-20 18:29:26 +00:00
Xavier (XPL) 7cacdf626b [FIX] website: domain names
closes odoo/documentation#8223

X-original-commit: b7ffab804b
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-03-20 17:11:45 +00:00
Ray Carnes b07ea8d014 [IMP] upgrade: ready to upgrade image
Screenshot taken from Odoo 16 database with the option to upgrade to Odoo 17

closes odoo/documentation#8212

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-03-20 17:11:43 +00:00
Donatienne (dopi) 158a1dee79 [ADD] Website: Structure blocks
task-3733822

closes odoo/documentation#7954

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-03-20 17:11:41 +00:00
Felicious bfcb1fa443 [ADD]inventory: product type
closes odoo/documentation#8091

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-20 13:52:18 +00:00
Colu 6355b52f87 [IMP] database management: update on-premise page
task-3627193

closes odoo/documentation#8179

X-original-commit: 739309b258
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-03-19 11:14:07 +00:00
Zachary Straub (ZST) d43cc3e466 [FIX] crm: unattended leads example
closes odoo/documentation#8200

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-18 19:04:01 +00:00
Felicious 281d3976da [DEL] remove usage; contains packages + packagings
closes odoo/documentation#8169

X-original-commit: 8deb666761
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-03-18 19:03:59 +00:00
glovebx 02a47a607d [FIX] dev/view_architectures: domain attribute of search view fields
The domain in the `field` component cannot accept user-provided values or access self variables.
This commit removes the misleading sentence about it from the documentation.

closes odoo/documentation#8193

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2024-03-18 11:47:42 +00:00
Martin Trigaux (mat) 36ab5e74c3 [FIX] conf: don't use None in language switcher
In a lang is not present in languages_names, the menu was displaying None

X-original-commit: 8b40d49

add Swedish

closes odoo/documentation#8159

X-original-commit: 8e647c342a
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2024-03-18 08:45:40 +00:00
Odoo Translation Bot 33712a339f [I18N] Update translation terms from Transifex 2024-03-17 00:41:16 +01:00
Brandon Seltenrich (BRSE) 5a8691d249 [ADD] inventory: add manual res doc
closes odoo/documentation#7886

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-15 22:10:36 +00:00
Brandon Seltenrich (BRSE) 20865bfaea [IMP} barcode: update default nomenclature doc
closes odoo/documentation#8044

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
2024-03-15 22:10:35 +00:00
Brandon Seltenrich (BRSE) 4255e514a9 [ADD] inventory: add res at confirmation doc
closes odoo/documentation#7876

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
2024-03-15 17:29:51 +00:00
Antoine Vandevenne (anv) 632add350d [FIX] tutorials/discover_js_framework: clarify instructions
closes odoo/documentation#8065

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-03-15 17:29:49 +00:00
Ricardo Gomes Rodrigues d36e0b095c [IMP] l10n: update/clarify CodaBox documentation
This commit:
- clarifies that the connection must be done by the Accounting Firm that
  has valid CodaBox Connect credentials
- updates the general configuration part following changes in
  https://github.com/odoo/enterprise/pull/58426
- adds a tip for multi-currencies bank statements

task-id 3795251

closes odoo/documentation#8134

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-14 11:12:30 +00:00
Stephan Wilson 946a55b029 [IMP] accounting: wrong line break in customer_invoices
Removed line break

closes odoo/documentation#8136

X-original-commit: 00b934c9d3
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-14 09:27:14 +00:00
Samuel Degueldre e259853486 [IMP] web: create how-to for using Owl components in the frontend
closes odoo/documentation#8129

Signed-off-by: Samuel Degueldre (sad) <sad@odoo.com>
2024-03-14 08:06:23 +00:00
Olivier Dony fd8b628b0e [FIX] legal: update license info for v17
closes odoo/documentation#8144

Signed-off-by: Olivier Dony (odo) <odo@odoo.com>
2024-03-14 01:22:45 +00:00
Lara Martini (larm) bcd3747156 [IMP] fleet: updating new config changes
closes odoo/documentation#8069

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-03-13 21:09:51 +00:00
Lara Martini (larm) 1f1f574615 [IMP] attendances: fixed typo and added details section
closes odoo/documentation#8068

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-03-13 21:09:50 +00:00
vladstroia 89c63cb952 [ADD] point_of_sale: customer display doc page
task-3226201

There was previously no docs for the customer display feature in pos.
In this commit we add a docs page for it

closes odoo/documentation#8122

X-original-commit: 28bfdbc97a
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-03-13 12:28:19 +00:00
Marion (masp) 2da5c1664f [ADD] Website/Configuration: Google Search Console
closes odoo/documentation#8117

Taskid: 3696023
X-original-commit: bf8491feda
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Marion Spindler (masp) <masp@odoo.com>
2024-03-13 09:14:12 +00:00
Jess Rogers (jero) 25f95ce12d [ADD] crm: unattended leads report doc
closes odoo/documentation#7965

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-13 02:26:49 +00:00
tiku-odoo 300345957a [IMP] misc: email comms alias admonition block odoo 17
closes odoo/documentation#8097

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-12 21:35:07 +00:00
Jonathan Castillo (jcs) ffaa9ec7a8 [FIX] redirections: wrong rule for supported versions
closes odoo/documentation#8112

X-original-commit: 0c392041ab
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-12 16:59:09 +00:00
KC (ksc) 60d55082ce [IMP] email marketing: updated mailing lists for 17
closes odoo/documentation#7661

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
2024-03-12 00:17:42 +00:00
Jess Rogers (jero) d8b4b1d60f [IMP] helpdesk: track and bill time
closes odoo/documentation#7986

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-03-11 20:41:08 +00:00
Jonathan Castillo (jcs) 10cd2a061b [MOV] documentation structure reorganization
This commit aims to improve the documentation's navigability by
redefining some categories' purposes and titles.

There is a redirection rule for each documentation page moved.
This ensures that users won't have a 404 error message.

task-3217827

closes odoo/documentation#8061

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-11 15:03:04 +00:00
Odoo Translation Bot 41b3bd3bc9 [I18N] Update translation terms from Transifex 2024-03-10 00:41:26 +01:00
tiku-odoo 9be4c889e3 [IMP] misc: email comm add allowed alias sys parameter
closes odoo/documentation#8088

X-original-commit: 256c96b56f
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-08 22:55:44 +00:00
Brandon Seltenrich (BRSE) dc5136cc45 [ADD] barcode: add troubleshooting doc
closes odoo/documentation#7983

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
2024-03-08 22:55:42 +00:00
Brandon Seltenrich (BRSE) 2d0505c0bd [ADD] inventory: add reservation methods docs
closes odoo/documentation#7709

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-03-08 22:55:41 +00:00
tiku-odoo 22b294400f [IMP] iot: ts scale exception
closes odoo/documentation#8083

X-original-commit: 8a89c4311c
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-03-08 21:22:01 +00:00
Martin Trigaux (mat) ef3e57c994 [I18N] *: export 15.0 translations
closes odoo/documentation#8074

X-original-commit: 794eafff52
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2024-03-08 14:30:58 +00:00
Felicious 04f9ea14cd [IMP] inventory: putaway rules
closes odoo/documentation#8049

X-original-commit: 43f2ecd375
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
2024-03-07 23:41:56 +00:00
Brandon Seltenrich (BRSE) 4742f77ef9 [IMP] barcode: update hardware setup doc
closes odoo/documentation#7947

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
2024-03-07 22:11:44 +00:00
Felicious df01a6edf4 [ADD] inventory: packaging
closes odoo/documentation#8028

X-original-commit: a8659727e3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
2024-03-07 02:52:49 +00:00
Julien Castiaux d3f17c6609 [FIX] deploy: enable HSTS also for websocket
Fine tunning of 6a2725e604

closes odoo/documentation#8015

X-original-commit: c00571d724
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Signed-off-by: Julien Castiaux (juc) <juc@odoo.com>
2024-03-06 14:30:43 +00:00
Claire Bretton (clbr) a54e626075 [IMP] getting_started: use odoo/tutorials repository + runbot
We now use the odoo/tutorials to make the technical onboarding.
- Change the current documentation accordingly.
- Add a section for employees only so that they use odoo-dev/tutorials
as shared fork. It's closer to our way to work so we think it's better
to make them use to it as fast as possible.
- Add some explanations about runbot.

`odoo/technical-training-sandbox` will no longer be used and can be considered deprecated.

closes odoo/documentation#8041

X-original-commit: e60affa6fe
Signed-off-by: Claire Bretton (clbr) <clbr@odoo.com>
2024-03-06 12:46:16 +00:00
Jess Rogers (jero) 069ee16ee1 [IMP] helpdesk: update closing tickets
closes odoo/documentation#7888

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-03-06 00:01:15 +00:00
Jess Rogers (jero) df48788817 [IMP] helpdesk: update helpcenter doc
closes odoo/documentation#7710

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-03-06 00:01:14 +00:00
Jess Rogers (jero) dc0dfea959 [IMP] helpdesk: after sales updates
closes odoo/documentation#7796

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-03-05 22:33:50 +00:00
Felicious 1c2897c54d [IMP] inventory: gme's comments on packages
closes odoo/documentation#8000

X-original-commit: 4f15ba1eea
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
2024-03-05 16:48:21 +00:00
Felicious f87f12c53a [ADD] inventory: package use and type
closes odoo/documentation#7991

X-original-commit: 03a871a88b
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-04 22:35:40 +00:00
masi-odoo a7f87a913a [IMP] accounting/l10n_ar: ecommerce electronic invoicing
Improving l10n_ar documentation adding eCommerce feature

closes odoo/documentation#7792

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
2024-03-04 15:15:50 +00:00
Demesmaeker 77b0cc21ee [FIX] amazon_connector: change to more complete links
closes odoo/documentation#7941

X-original-commit: eb41f30593
Signed-off-by: Morgane Demesmaeker <edm@odoo.com>
2024-03-04 13:26:29 +00:00
Odoo Translation Bot 41c33f1165 [I18N] Update translation terms from Transifex 2024-03-03 00:40:43 +01:00
Marion (masp) 6d923e4729 [ADD] integration: geolocation
task-3694395

closes odoo/documentation#7976

X-original-commit: 22b75fd6de
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-03-01 19:45:58 +00:00
Ali Alfie (alal) 59dcc0e921 [IMP] fiscal_localizations: HMRC format improved
Before, when entering the company's VAT, the user had to leave out the 'GB' prefix. This is no longer needed after odoo/enterprise/pull/57570

task-3765235

closes odoo/documentation#7961

X-original-commit: 61c86a1a8e
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-01 13:48:26 +00:00
Felicious 3875f79b5c [IMP] inventory: combine uom and usage into one doc
closes odoo/documentation#7904

X-original-commit: 6f8118fba6
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-03-01 07:29:37 +00:00
tiku-odoo befe1d0c8d [IMP] misc: voip onsip version 17 changes
closes odoo/documentation#7895

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-29 19:00:42 +00:00
Felicious f65dbd4c15 [IMP] inventory: add visibility days section
closes odoo/documentation#7915

X-original-commit: 187d41bc02
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
2024-02-28 21:21:03 +00:00
Felicious 40015002bd [IMP] inventory: direct carrier contract
closes odoo/documentation#7911

X-original-commit: 786a9086e9
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-02-28 21:21:02 +00:00
Marion (masp) 2383ecff09 [ADD] administration: neutralized database
closes odoo/documentation#7922

Task: 3572950
X-original-commit: 65960a2726
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Marion Spindler (masp) <masp@odoo.com>
2024-02-28 19:49:16 +00:00
Sam Lieber (sali) d266d142a8 [IMP] marketing automation: overview content
closes odoo/documentation#7711

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: meng-odoo <101904966+meng-odoo@users.noreply.github.com>
2024-02-28 19:49:04 +00:00
Brandon Seltenrich (BRSE) f8c1f3538d [IMP] barcode: update zebra instructions
closes odoo/documentation#7580

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
2024-02-28 19:49:02 +00:00
Donatienne (dopi) 757f750358 [ADD] website: building blocks
task-3693628

closes odoo/documentation#7800

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-02-28 14:00:02 +00:00
Nicolas Viseur (vin) f61b571960 [ADD] Starshipit as a delivery provider
Starshipit is the leading provider of integrated
and automated fulfilment solutions for online businesses
integrating with the main carriers used in Australia and
New Zealand, such as Australia Post, DHL, Aramex, CouriersPlease and more

Task ID # 3041982

closes odoo/documentation#7798

Related: odoo/enterprise#47569
Related: odoo/odoo#135839
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-02-27 17:40:49 +00:00
John Holton (hojo) 6349f5a13e [ADD] Quality: Quality alerts doc
closes odoo/documentation#7821

X-original-commit: 8dd98b1314
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-02-27 16:16:04 +00:00
Donatienne (dopi) 76b234ba3a [IMP] maintain: domain names
task-3595179

closes odoo/documentation#7883

X-original-commit: 9d3948daaf
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-02-27 09:35:48 +00:00
Sam Lieber (sali) c1f4f1fb57 [IMP] accounting/l10n_pe: delivery guide 2.0 peru
closes odoo/documentation#7849

X-original-commit: 81de2a5bbe
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-02-26 21:22:55 +00:00
Tom Aarab (toaa) b2bad17b19 [IMP] localization/spain
Updated the Spain localization page

taskid-3736761

closes odoo/documentation#7685

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-02-26 21:22:48 +00:00
Lara Martini (larm) 1ad921a1d1 [ADD] appraisals: new documentation
closes odoo/documentation#7487

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-26 21:22:47 +00:00
Odoo Translation Bot 8291dc0379 [I18N] Update translation terms from Transifex 2024-02-25 00:40:32 +01:00
tiku-odoo 1534cf4e19 [IMP] sales: mrkt conn ebay exception
closes odoo/documentation#7866

X-original-commit: 97203c4027
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-02-23 22:41:47 +00:00
Lara Martini (larm) 3dc21be0a7 [IMP] payroll: update work entries, add menu
closes odoo/documentation#7551

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-23 22:41:46 +00:00
Lara Martini (larm) 9cbc9e3610 [IMP] Employees: updating new employee doc for version 17
closes odoo/documentation#7429

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-23 22:41:45 +00:00
Lara Martini (larm) 269d602af0 [IMP] Payroll: updating ocnfiguration doc for 17
closes odoo/documentation#7337

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-23 22:41:44 +00:00
tiku-odoo 0bde5db3bc [IMP] misc: voip onsip edits
closes odoo/documentation#7854

X-original-commit: 0a133687dd
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-02-23 18:10:39 +00:00
Ricardo Gomes Rodrigues ac9eb58b7a [IMP] l10n: update CodaBox documentation
This commit renames the "Fetch CODA's"
and "Fetch SODA's" texts in "Fetch from CodaBox"
to match the new text in the Entreprise branch.

closes odoo/documentation#7840

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-02-23 16:43:33 +00:00
tiku-odoo 3229ee3210 [IMP] iot: windows iot worldline exception
closes odoo/documentation#7837

X-original-commit: 4dc8875b42
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-02-23 16:43:31 +00:00
tiku-odoo 21362bea09 [IMP] iot: troubleshooting add barcode exception
closes odoo/documentation#7830

X-original-commit: 056242b831
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-02-23 15:13:58 +00:00
Xavier (XPL) 3867472761 [IMP] install: enterprise packaged installers note
task-3536177

closes odoo/documentation#7817

X-original-commit: 62e08e0c1f
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-02-23 15:13:55 +00:00
Donatienne (dopi) b3fc71894a [ADD] Website: adding link to the themes documentation
taskid-3685215

closes odoo/documentation#7799

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-02-22 11:14:56 +00:00
Loredana Perazzo 3fada867de [IMP] pos: update the whole page
task-3005131

closes odoo/documentation#6718

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-02-22 11:14:51 +00:00
Loredana Perazzo 75fa2c64b3 [ADD] POS: configure and use the ship later feature
task-3095674

closes odoo/documentation#7785

X-original-commit: a12f7925ca
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-02-21 09:41:23 +00:00
Donatienne (dopi) af5ac872e7 [ADD] Website: website themes page creation
taskid-3685215

closes odoo/documentation#7592

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-02-20 14:57:24 +00:00
Tarek berkane dc3bdd3824 [FW][FIX] tutorials/getting_started: typo in 'estate'
closes odoo/documentation#7782

Forward-port-of: odoo/documentation#7772
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-02-19 17:53:16 +00:00
Odoo Translation Bot ce85e620f1 [I18N] Update translation terms from Transifex 2024-02-18 00:40:29 +01:00
Jess Rogers (jero) 00faf01516 [IMP] helpdesk: update sla doc
closes odoo/documentation#7552

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
2024-02-17 01:59:39 +00:00
Felicious dcf55ac08a [IMP] inventory: sell stock virtual warehouse
closes odoo/documentation#7758

X-original-commit: 98994fbbaa
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
2024-02-17 00:26:00 +00:00
KC (ksc) b0009b8e10 [IMP] subscriptions: corrected error about recurring products tip
closes odoo/documentation#7748

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-17 00:25:59 +00:00
KC (ksc) b154ed017f [IMP] subscriptions: update close subs doc for 17
closes odoo/documentation#7327

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
2024-02-17 00:25:53 +00:00
Zuzanna Luczynska 54f7faa593 [ADD] planning: new page planning basics
New doc concerning planning basics, e.g. creating roles, first shitfs,
configuration, etc.

taskid-3648638

closes odoo/documentation#7591

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-02-16 16:45:45 +00:00
Ricardo Gomes Rodrigues 2a00746f71 [IMP] l10n: update CodaBox documentation
This commit updates the documentation of CodaBox:
- new connection process
- new revocation process
- modified potential errors

closes odoo/documentation#7683

Related: odoo/enterprise#55858
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-02-16 13:51:51 +00:00
Dylan Kiss (dyki) ee1ef85417 [IMP] accounting: deferred detail change
Update the documentation for Deferred Revenues and Expenses following
the changes in https://github.com/odoo/enterprise/pull/56052

task-3725621

closes odoo/documentation#7729

X-original-commit: 1f730d050f
Related: odoo/enterprise#56554
Signed-off-by: Dylan Kiss (dyki) <dyki@odoo.com>
2024-02-14 18:32:11 +00:00
John Holton (hojo) 9f21404579 [IMP] MRP: Scrap during manufacturing
closes odoo/documentation#7712

X-original-commit: b498eb2cb9
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-14 03:46:57 +00:00
Jess Rogers (jero) 212da24684 [IMP] helpdesk: update receiving tickets
closes odoo/documentation#7579

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>
Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-02-14 03:46:56 +00:00
Luucwa ca71dfa66a Update send_quotes.rst
Removed "see also" links that lead nowhere

closes odoo/documentation#7599

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-14 02:16:55 +00:00
Sam Lieber (sali) 715bd20ac1 [FIX] odoo_theme: add bottom margin to inner lists
closes odoo/documentation#7727

X-original-commit: 1200df1ec8
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-02-13 19:14:54 +00:00
KC (ksc) 7576501508 [IMP] subscriptions: updated reports doc for 17
closes odoo/documentation#7365

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
2024-02-13 16:07:27 +00:00
Antoine Vandevenne (anv) 00771d68bd [IMP] supported_versions: release saas-17.1
closes odoo/documentation#7706

X-original-commit: e116579c99
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-02-12 22:26:17 +00:00
Donatienne (dopi) 83ca0c26ff [IMP] Website Analytics: adding Google Tag Manager documentation
taskid-3650278

closes odoo/documentation#7693

X-original-commit: 1799e47028
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-02-12 08:31:08 +00:00
Odoo Translation Bot e0010641ac [I18N] Update translation terms from Transifex 2024-02-11 00:40:46 +01:00
Sam Lieber (sali) 2198e60c5e [REF] marketing automation: move getting started
closes odoo/documentation#7658

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-09 15:47:16 +00:00
“Audrey d4d62b6967 [IMP] payment_providers/stripe: improve structure and add Enable Apple Pay button
task-3697828

closes odoo/documentation#7682

X-original-commit: 1bc080ed36
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-02-09 13:44:07 +00:00
Jess Rogers (jero) 48bfcc6d93 [IMP] helpdesk: getting started doc updates
closes odoo/documentation#7486

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>
Co-authored-by: Timothy Kukulka <91896312+tiku-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-02-09 04:13:52 +00:00
tiku-odoo 5eb6fc8cbc [IMP] Misc VoIP Version 17 Specific Changes
closes odoo/documentation#7669

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-09 02:36:56 +00:00
Donatienne (dopi) af0853ec77 [IMP] Website: updating seo documentation
taskid-3499195

closes odoo/documentation#7646

X-original-commit: 5f6dfc7880
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-02-08 10:57:00 +00:00
John Holton (hojo) 9265f644ad [ADD] Quality: Control points doc
closes odoo/documentation#7633

X-original-commit: 1bf87a0db9
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-06 23:14:56 +00:00
tiku-odoo 1da9a538c2 [ADD] Misc: VoIP Axivox Dial Plan Edits
closes odoo/documentation#7655

X-original-commit: 5ea7d3aa16
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-02-06 21:44:35 +00:00
John Holton (hojo) 91201d199a [IMP] MRP: Backorders Shop Floor workflow
closes odoo/documentation#7566

X-original-commit: de2a4e2db7
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-02-05 23:51:12 +00:00
John Holton (hojo) c612a4e1fa [IMP] Quality: Quality checks Shop Floor
closes odoo/documentation#7565

X-original-commit: 0806969e0d
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-02-05 23:51:11 +00:00
John Holton (hojo) caffe57110 [IMP] Quality: Measure check Shop Floor
closes odoo/documentation#7564

X-original-commit: 5b47c396ca
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-02-05 23:51:10 +00:00
John Holton (hojo) 7cf18082ad [IMP] Quality: Pass - Fail check Shop Floor
closes odoo/documentation#7560

X-original-commit: 30d2a5efd1
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-02-05 23:51:09 +00:00
Loredana Perazzo deecd2ae21 [IMP] POS: path to configure payment terminals
task-3684488

closes odoo/documentation#7606

X-original-commit: d16864d586
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-02-05 11:00:14 +00:00
KC (ksc) f07ce400b0 [IMP] subscriptions: update automation rules doc for 17
closes odoo/documentation#7338

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-04 04:08:52 +00:00
Lara Martini (larm) 23b5138038 [ADD] Frontdesk: new documentation for new app
closes odoo/documentation#7237

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
2024-02-04 04:08:51 +00:00
Brandon Seltenrich (BRSE) 18fd3f00e4 [ADD] purchase: add new temp rr doc
closes odoo/documentation#7576

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-04 02:51:23 +00:00
Odoo Translation Bot a8d88ed33e [I18N] Update translation terms from Transifex 2024-02-04 00:40:44 +01:00
“Audrey 281137ccfb [IMP] Studio: add a data table using the report editor
task-3698568

closes odoo/documentation#7558

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-02-02 12:41:58 +00:00
Felicious 81509af376 [REF] inventory: move removal strats into own folder
closes odoo/documentation#7530

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Jonathan <jcs@odoo.com>
2024-02-02 01:47:47 +00:00
tiku-odoo 8b76aedf88 [IMP] Productivity IoT Windows Add Admonition Block
closes odoo/documentation#7613

X-original-commit: c1ba4c61ae
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-02-01 21:01:45 +00:00
tiku-odoo cffbd073fb [IMP] Misc Auth LDAP Typo Edits
closes odoo/documentation#7588

X-original-commit: 03678233c5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-01-31 06:59:11 +00:00
Donatienne (dopi) 5400f76019 [IMP] accounting: reconciliation models update
task-3377307

closes odoo/documentation#7512

X-original-commit: e5a19771c1
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-01-30 15:15:09 +00:00
John Holton (hojo) a5803c0a57 [IMP] Quality: Take a Picture check Shop Floor
closes odoo/documentation#7563

X-original-commit: 93b47e7896
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-01-30 12:19:55 +00:00
John Holton (hojo) 72a7fa97e0 [IMP] Quality: Instructions check Shop Floor
closes odoo/documentation#7555

X-original-commit: 58365b78c4
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Felicious <feku@odoo.com>
Co-authored-by: ksc-odoo <ksc@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>
2024-01-30 08:24:50 +00:00
Lara Martini (larm) 9331fce764 [ADD] Time Off: new documentation needed
closes odoo/documentation#7535

X-original-commit: a838df1660
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-01-29 20:22:46 +00:00
Odoo Translation Bot 2abc1ceb54 [I18N] Update translation terms from Transifex 2024-01-28 00:40:50 +01:00
Augusto Perez c330f4d72e [ADD] Upgrade documentation: Upgrade scripts and Util package
closes odoo/documentation#7548

X-original-commit: 16a209c750
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-01-26 10:35:04 +00:00
John Holton (hojo) e8576b7a04 [IMP] MRP: Update Manufacturing step docs for Shop Floor
closes odoo/documentation#7498

X-original-commit: 71a9b4efac
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-01-26 07:48:50 +00:00
MaxKeilOdoo 07333c0061 [IMP] misc: IAP grammar updates and new image
closes odoo/documentation#7427

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: tiku-odoo <tiku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>
2024-01-26 01:17:56 +00:00
Donatienne (dopi) 05370926ff [IMP] elearning: set prerequisite courses
taskid-3433600

closes odoo/documentation#7540

X-original-commit: 2d4a3cc883
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-01-25 15:24:59 +00:00
1601 changed files with 928915 additions and 234002 deletions
+5 -1
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@@ -213,6 +213,7 @@ sphinx.transforms.i18n.docname_to_domain = (
# is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
versions_names = {
'master': "Master",
'saas-17.1': "Odoo Online",
'17.0': "Odoo 17",
'saas-16.4': "Odoo Online",
'saas-16.3': "Odoo Online",
@@ -232,8 +233,11 @@ languages_names = {
'es': 'ES',
'fr': 'FR',
'it': 'IT',
'ko': 'KO',
'nl': 'NL',
'pt_BR': 'PT',
'ro': 'RO',
'sv': 'SV',
'uk': 'UA',
'zh_CN': 'ZH (CN)',
'zh_TW': 'ZH (TW)'
@@ -444,7 +448,7 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
"""
_current_lang = app.config.language or 'en'
# Replace the context value by its upper-cased value ("FR" instead of "fr")
context['language'] = languages_names.get(_current_lang)
context['language'] = languages_names.get(_current_lang, _current_lang.upper())
context['language_code'] = _current_lang
# If the list of languages is not set, assume that the project has no alternate language
+49 -7
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@@ -3,20 +3,62 @@
:hide-page-toc:
:show-toc:
====================
Install and Maintain
====================
===================
Database management
===================
These guides provide instructions on how to install, maintain and upgrade Odoo databases.
.. seealso::
:doc:`History of Versions <administration/maintain/supported_versions>`
:doc:`History of Versions <administration/supported_versions>`
Installation
============
Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
all.
- :doc:`Online <administration/odoo_online>` is the easiest way to use Odoo in production or to try it.
- :doc:`Packaged installers <administration/on_premise/packages>` are suitable for testing Odoo and
developing modules. They can be used for long-term production with additional deployment and
maintenance work.
- :doc:`Source install <administration/on_premise/source>` provides greater flexibility, as it
allows, for example, running multiple Odoo versions on the same system. It is adequate to develop
modules and can be used as a base for production deployment.
- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
deployment.
.. _install/editions:
Editions
========
There are two different editions.
**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
Enterprise is built.
**Odoo Enterprise** is the shared source version of the software, giving access to more
functionalities, including functional support, upgrades, and hosting. `Pricing
<https://www.odoo.com/pricing-plan>`_ starts from one app free.
.. tip::
:doc:`Switch from Community to Enterprise <administration/on_premise/community_to_enterprise>` at
any time (except for the source install).
.. toctree::
:titlesonly:
administration/install
administration/maintain
administration/upgrade
administration/hosting
administration/odoo_online
administration/odoo_sh
administration/on_premise
administration/upgrade
administration/neutralized_database
administration/supported_versions
administration/odoo_accounts
@@ -1,4 +1,9 @@
=======================
=======
Hosting
=======
.. _hosting/change-solution:
Change hosting solution
=======================
@@ -15,7 +20,7 @@ To Odoo Online
- Odoo Online is *not* compatible with **non-standard apps**.
- The database's current version must be :doc:`supported <supported_versions>`.
#. Create a :ref:`duplicate <duplicate_premise>` of the database.
#. Create a :ref:`duplicate of the database <on-premise/duplicate>`.
#. In this duplicate, uninstall all **non-standard apps**.
#. Use the database manager to grab a *dump with filestore*.
#. `Submit a support ticket <https://www.odoo.com/help>`_ including the following:
@@ -54,6 +59,11 @@ Transferring an Odoo Online database
Click the gear icon (:guilabel:`⚙`) next to the database name on the `Odoo Online database
manager <https://www.odoo.com/my/databases/>`_ to display its version number.
.. warning::
If there is an active Odoo subscription linked to the database being migrated, reach out to
the Customer Service Manager or `submit a support ticket <https://www.odoo.com/help>`_ to
complete the subscription transfer.
To on-premise
-------------
-50
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@@ -1,50 +0,0 @@
:show-content:
=======
Install
=======
Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
all.
- :doc:`Online <install/online>` is the easiest way to use Odoo in production or to try it.
- :doc:`Packaged installers <install/packages>` are suitable for testing Odoo and developing
modules. They can be used for long-term production with additional deployment and maintenance
work.
- :doc:`Source install <install/source>` provides greater flexibility, as it allows, for example,
running multiple Odoo versions on the same system. It is adequate to develop modules and can be
used as a base for production deployment.
- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
deployment.
.. _install/editions:
Editions
========
There are two different editions.
**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
Enterprise is built.
**Odoo Enterprise** is the shared source version of the software, giving access to more
functionalities, including functional support, upgrades, and hosting. `Pricing
<https://www.odoo.com/pricing-plan>`_ starts from one app free.
.. tip::
:doc:`Switch from Community to Enterprise <maintain/enterprise>` at any time (except for the
source install).
.. toctree::
install/online
install/packages
install/source
install/deploy
install/cdn
install/email_gateway
install/geo_ip
-21
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@@ -1,21 +0,0 @@
======
Online
======
Online instances are accessed using any web browser and do not require a local installation.
Demo
----
To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
registration is required, but each instance only lives for a few hours.
Odoo Online
-----------
`Odoo Online <https://www.odoo.com/trial>`_ provides private instances which are fully managed and
hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
customizations that don't require code.
.. note::
Odoo Online is incompatible with custom modules or the Odoo App Store.
-18
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@@ -1,18 +0,0 @@
:nosearch:
========
Maintain
========
.. toctree::
maintain/domain_names
maintain/azure_oauth
maintain/google_oauth
maintain/mailjet_api
maintain/update
maintain/enterprise
maintain/hosting_changes
maintain/odoo_online
maintain/on_premise
maintain/supported_versions
@@ -1,366 +0,0 @@
============
Domain names
============
A **domain name** works as an address for your website. It makes the Internet much more accessible
as it allows users to type a meaningful web address, such as ``www.odoo.com``, rather than its
server's IP address with a series of numbers.
You can use a custom domain name to access your Odoo database and websites:
- By :ref:`registering a free domain name with Odoo <domain-name/odoo-register>` (for Odoo Online
databases)
- By :ref:`configuring a custom domain that you already own <domain-name/existing>`.
.. note::
Odoo Online and Odoo.sh databases, including their websites, use by default a subdomain of
``odoo.com`` for both the URL and the emails (e.g., ``https://example.odoo.com``).
.. important::
Odoo offers a :ref:`free custom domain name <domain-name/odoo-register>` to all Odoo Online
databases for one year. Visitors can then access your website with an address such as
``www.example.com`` rather than the default ``example.odoo.com``.
.. seealso::
- `Odoo Tutorials: Register a Free Domain Name
<https://www.odoo.com/slides/slide/register-a-free-domain-name-1663>`_
- `Odoo Quick Tips: Get a free domain name! <https://www.youtube.com/watch?v=eAfgeNOHLP4>`_
.. _domain-name/about:
About domain names
==================
Having a **good domain name** is as important to your branding as the name of your business or
organization as it is the first thing your visitors will notice. We recommend you keep them *simple,
short, easy to remember and spell*.
A **subdomain** is a domain that is a part of another domain. It often refers to the additional part
that comes before the main domain name. Traditionally, most websites use the ``www.`` subdomain,
but any string of letters can be used as well. You can use subdomains to direct your visitors to
other websites than your main website or to specific pages (e.g., ``experience.odoo.com`` points to
a specific page.)
All domain names are referenced in the **Domain Name System**, or **DNS**, which works as a giant
directory for the Internet. There are many DNS servers, so any modification to the DNS can take up
to 72 hours to propagate worldwide on all servers.
.. _domain-name/indexing:
Indexing of domain names by search engines
------------------------------------------
Search engines, such as Google and Bing, rely on web crawlers (:dfn:`robots that explore and analyze
the web`) to index all websites and their related domain names. These crawlers discover new URLs
thanks to links on known web pages. As a result, search engines should index domain names
automatically after a while, as long as their URLs are mentioned elsewhere on the Internet.
Improving the appearance and positioning of web pages on search engines is a practice named "Search
Engine Optimization" (SEO).
.. tip::
Adding relevant content, optimizing metadata, and building high-quality backlinks can all help
improve a website's search engine visibility.
Some search engines provide tools for web admins, such as
`Google Search Console <https://search.google.com/search-console>`_ and
`Bing Webmaster Tools <https://www.bing.com/webmasters>`_, to help you analyze and improve your
page ranking. To use these services, you must prove that you are the owner of your domain name. One
way to verify the ownership of your domain name is by adding a DNS record. You can do this for
:ref:`domain names registered with Odoo <domain-name/odoo-manage>` and for domain names managed by
other providers.
.. seealso::
- :doc:`/applications/websites/website/pages/seo`
- `Google Search Console Help - Verify your site ownership <https://support.google.com/webmasters/answer/9008080>`_
- `Bing Webmaster Tools - Add and Verify site <https://www.bing.com/webmasters/help/add-and-verify-site-12184f8b>`_
.. _domain-name/odoo-register:
Register a free domain name with Odoo
=====================================
You can register a domain name for your Odoo Online database directly from Odoo Website or your
database manager.
.. important::
- Your domain name is **free for one year** if you register it with Odoo!
- The domain name is registered with `Gandi <https://www.gandi.net/>`_, the domain name
registrar.
- You are the owner of the domain name and can use it for other purposes.
- Odoo manages payment and technical support for you.
- This offer doesn't include any mailbox. However, you can :ref:`configure your MX records
<domain-name/odoo-manage>` to use your own email server or solution such as Google Workspace.
To do so, go to :menuselection:`Website --> Domain Name`. Alternatively, open your `database manager
<https://www.odoo.com/my/databases>`_, click on the :guilabel:`settings` button next to your
database, then on :guilabel:`Domain names`.
.. image:: domain_names/register-menu.png
:align: center
:alt: Clicking on Domain Names from an Odoo website
Search for the domain name of your choice to check its availability, then select the one you want to
register for your website.
.. image:: domain_names/register-search.png
:align: center
:alt: The search of the domain name example.com shows which associated domains are available.
Next, fill in the form with your information to become the domain name owner.
Your domain name is directly linked to your database, but you still have to :ref:`map your domain
name with your website <domain-name/website-map>`.
.. note::
- Free domain names are also available for free Odoo Online databases (if you installed one app
only, for example). In this case, Odoo reviews your request and your website to avoid abuse.
This process can take several days due to the success of the offer.
- This is not available for Odoo.sh databases yet.
.. _domain-name/odoo-manage:
Manage your domain name registered with Odoo
--------------------------------------------
To manage the DNS records of your domain name registered with Odoo or to visualize the contacts
associated with it, open your `database manager <https://www.odoo.com/my/databases>`_, click on the
:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
:guilabel:`Contacts` or :guilabel:`DNS`.
.. image:: domain_names/manage.png
:align: center
:alt: Management of the domain names linked to an Odoo database
.. note::
Please `submit a support ticket <https://www.odoo.com/help>`_ if you need further assistance to
manage your domain name.
.. _domain-name/existing:
Configure your existing domain name
===================================
If you already own a domain name, you can use it to point to your website.
To avoid any issue with the :ref:`SSL certificate validation <domain-name/ssl>`, we highly recommend
that you proceed with the following actions in this order:
#. :ref:`Add a CNAME record <domain-name/cname>` on your domain name's DNS zone.
#. :ref:`Map your domain name with your Odoo database <domain-name/db-map>`.
#. :ref:`Map your domain name with your Odoo website <domain-name/website-map>`.
.. _domain-name/cname:
Add a CNAME record
------------------
A **CNAME record** is a type of DNS record that points to the domain of another website rather than
directly to an IP address.
You need a CNAME record that points to your Odoo database. The requirements are detailed in your
database manager.
.. tabs::
.. group-tab:: Odoo Online
The target address is the current address of your database, as defined at its creation (e.g.,
``example.odoo.com``)
.. group-tab:: Odoo.sh
Your project's main address is defined in :menuselection:`Settings --> Project Name`.
If you want to target a specific branch (production, staging or development), go to
:menuselection:`Branches --> select your branch --> Settings --> Custom domains`, and click on
:guilabel:`How to set up my domain?`. A message indicates which address your CNAME record
should target.
#. Open your domain name's manager dashboard.
#. Open the **DNS zone** management page for the domain name you want to configure.
#. Create a **CNAME record** pointing to the address of your database.
While Odoo suggests creating a CNAME record for your ``www.`` subdomain (``www.example.com``), you
can of course use any domain name of your choice, with any subdomain (e.g.,
``anything.example.com``).
.. example::
You own the domain name ``example.com``, and you have an Odoo Online database at the address
``example.odoo.com``. You want to access your Odoo database primarily with the domain
``www.example.com`` but also with the :ref:`naked domain <domain-name/naked-domain>`
``example.com``.
To do so, you create a CNAME record for the ``www`` subdomain, with ``example.odoo.com`` as the
target. The DNS zone manager generates the following rule and adds it to your DNS zone: ``www IN
CNAME example.odoo.com.``
You also create a redirection from ``example.com`` to ``wwww.example.com``.
Your new DNS records are propagated to all DNS servers.
.. note::
Here are some specific guidelines to create a CNAME record:
- `GoDaddy <https://www.godaddy.com/help/add-a-cname-record-19236>`_
- `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain>`_
- `OVH <https://docs.ovh.com/us/en/domains/web_hosting_how_to_edit_my_dns_zone/#add-a-new-dns-record>`_
- `CloudFlare <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
- `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
.. _domain-name/naked-domain:
Naked domain
~~~~~~~~~~~~
A **naked domain** is a domain name that doesn't have any subdomain at the beginning of the address
(e.g., ``odoo.com`` instead of ``www.odoo.com``).
You may want your naked domain to redirect to your website as some visitors may not type the full
domain name to access your website.
#. Open your domain name's manager dashboard.
#. Create a **redirection** from the naked domain (``example.com``) to your main domain name
(``www.example.com``).
.. note::
Depending on your domain name registrar, this redirection may be already pre-configured.
.. _domain-name/db-map:
Map your domain name with your Odoo database
--------------------------------------------
.. tabs::
.. group-tab:: Odoo Online
Open your `database manager <https://www.odoo.com/my/databases>`_, click on the
:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
:guilabel:`Use my own domain` at the bottom of the right column.
Type the domain name you want to add to this database, then click on :guilabel:`Verify` to
check if the CNAME record is correctly configured. Once done, click on :guilabel:`I confirm,
it's done`.
.. image:: domain_names/online-map.png
:align: center
:alt: Verification of the CNAME records of a domain name before mapping it with a database
.. group-tab:: Odoo.sh
Go to :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, type
the domain name you want to add to this database, then click on :guilabel:`Add domain`.
.. image:: domain_names/odoo-sh-map.png
:align: center
:alt: Mapping a domain name with an Odoo.sh branch
.. seealso::
- :ref:`Odoo.sh branches: settings tab <odoosh-gettingstarted-branches-tabs-settings>`
.. warning::
Make sure to :ref:`add a CNAME record <domain-name/cname>` to your domain name's DNS **before**
mapping your domain name with your Odoo database.
Failing to do so may impede the validation of the :ref:`SSL certificate <domain-name/ssl>` and
would result in a *certificate name mismatch* error. This is often displayed by web browsers as a
warning such as *"Your connection is not private"*.
If this is the case and you have added the domain name to your database's settings less than five
days ago, wait 24 hours as the validation may still happen. Otherwise, please `submit a support
ticket <https://www.odoo.com/help>`_ including screenshots of your CNAME records.
.. _domain-name/ssl:
SSL encryption (HTTPS protocol)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
**SSL encryption** is an encryption-based Internet security protocol. It allows your visitors to
navigate your website through a secure connection, which appears as an ``https://`` protocol at the
beginning of your web address, rather than a non-secure ``http://`` protocol.
Odoo generates a separate SSL certificate for each domain :ref:`mapped in the database manager
<domain-name/db-map>`, using integration with `Let's Encrypt Certificate Authority and ACME protocol
<https://letsencrypt.org/how-it-works/>`_.
.. note::
- The certificate generation may take up to 24h.
- Several attempts to validate your certificate are made during the five days following the
moment you add your domain name in your database's settings.
- If you already use another service, you can keep using it or simply change for Odoo.
.. _domain-name/web-base-url:
Web base URL of a database
~~~~~~~~~~~~~~~~~~~~~~~~~~
.. note::
If you have Odoo Website, you can disregard this part and directly :ref:`map your domain name
with your website <domain-name/website-map>`.
The **web base URL** of a database, or **root URL** affects your main website address and all the
links sent to your customers (e.g., quotations, portal links, etc.).
To configure it, access your Odoo database with your custom address, then log in as an administrator
of your database (any user in the *Settings* group) from the login screen.
.. warning::
Connecting to your database with the original Odoo subdomain address (e.g., ``example.odoo.com``
also updates the web base URL of your database. See below to prevent these automatic updates.
Alternatively, you can do it manually. To do so, activate the :ref:`developer mode
<developer-mode>`, then go to :menuselection:`Settings --> Technical --> System Parameters`.
Find the key called ``web.base.url`` (or create it if it does not exist) and enter the full address
of your website as value, such as ``https://www.example.com``.
.. note::
The URL must include the protocol ``https://`` (or ``http://``) and must not end with a slash
(``/``).
To prevent the automatic update of the web base URL when an administrator logs in the database, you
can create the following System Parameter:
- key: ``web.base.url.freeze``
- value: ``True``
.. _domain-name/website-map:
Map your domain name with your website
======================================
Mapping your domain name to your website isn't the same as mapping it with your database:
- It defines your domain name as the main one for your website, helping search engines to index your
website properly.
- It defines your domain name as the base URL for your database, including the portal links sent by
email to your customers.
- If you have multiple websites, it maps your domain name with the appropriate website.
Go to :menuselection:`Website --> Configuration --> Settings --> Website Info`. If you have multiple
websites, select the one you want to configure.
In the :guilabel:`Domain` field, fill in the web address of your website (e.g.,
``https://www.example.com``) and click on :guilabel:`Save`.
.. image:: domain_names/website-settings.png
:align: center
:alt: Configuring https://www.example.com as the Domain of the website
.. warning::
Mapping your domain name with your Odoo website prevents Google from indexing both your custom
domain name ``www.example.com`` and your original odoo database address ``example.odoo.com``.
If both addresses are already indexed, it may take some time before Google removes the indexation
of the second address. You may also try using the `Google Search Console
<https://search.google.com/search-console>`_ to fix this.
.. note::
If you have multiple websites and companies on your database, make sure that you select the
right :guilabel:`Company` in the website settings, next to the :guilabel:`Domain` settings. Doing
so indicates Odoo which URL to use as the :ref:`base URL <domain-name/web-base-url>` according to
the company in use.
.. seealso::
- :doc:`/applications/general/email_communication/email_servers`
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==============================
On-premise database management
==============================
Register a database
===================
To register your database, you just need to enter your Subscription Code in the
banner in the App Switcher. Make sure you do not add extra spaces before or after
your subscription code. If the registration is successful, it will turn green and
will provide you with the Expiration Date of your freshly-registered database. You
can check this Expiration Date in the About menu (Odoo 9) or in the Settings Dashboard
(Odoo 10).
Registration Error Message
--------------------------
If you are unable to register your database, you will likely encounter this
message:
.. image:: on_premise/error_message_sub_code.png
:align: center
:alt: Something went wrong while registering your database, you can try again or contact Odoo
Help
Solutions
~~~~~~~~~
* Do you have a valid Enterprise subscription?
* Check if your subscription details get the tag "In Progress" on
your `Odoo Account
<https://accounts.odoo.com/my/subscription>`__ or with your Account Manager
* Have you already linked a database with your subscription reference?
* You can link only one database per subscription.
(Need a test or a development database? `Find a partner
<https://www.odoo.com/partners>`__)
* You can unlink the old database yourself on your `Odoo Contract
<https://accounts.odoo.com/my/subscription>`__ with the button "Unlink database"
.. image:: on_premise/unlink_single_db.png
:align: center
A confirmation message will appear; make sure this is the correct database as
it will be deactivated shortly:
.. image:: on_premise/unlink_confirm_enterprise_edition.png
:align: center
* Do you have the updated version of Odoo 9?
* From July 2016 onward, Odoo 9 now automatically change the uuid of a
duplicated database; a manual operation is no longer required.
* If it's not the case, you may have multiple databases sharing the same
UUID. Please check on your `Odoo Contract
<https://accounts.odoo.com/my/subscription>`__, a short message will appear
specifying which database is problematic:
.. image:: on_premise/unlink_db_name_collision.png
:align: center
In this case, you need to change the UUID on your test databases to solve this
issue. You will find more information about this in :ref:`this section <duplicate_premise>`.
For your information, we identify database with UUID. Therefore, each database
should have a distinct UUID to ensure that registration and invoicing proceed
effortlessly for your and for us.
* Check your network and firewall settings
* The Update notification must be able to reach Odoo's subscription
validation servers. In other words, make sure that the Odoo server is able
to open outgoing connections towards:
* services.odoo.com on port 443 (or 80)
* services.openerp.com on port 443 (or 80) for older deployments
* Once you activated your database, you must keep these ports open, as the
Update notification runs once a week.
Error message due to too many users
-----------------------------------
If you have more users in your local database than provisionned in your
Odoo Enterprise subscription, you may encounter this message:
.. image:: on_premise/add_more_users.png
:align: center
:alt: This database will expire in X days, you have more users than your subscription allows
When the message appears you have 30 days before the expiration.
The countdown is updated everyday.
Solutions
~~~~~~~~~
- **Add more users** on your subscription: follow the link and Validate
the upsell quotation and pay for the extra users.
- **Deactivate users** as explained in this `documentation <documentation.html#deactivating-users>`_
and **Reject** the upsell quotation.
Once your database has the correct number of users, the expiration message
will disappear automatically after a few days, when the next verification occurs.
We understand that it can be a bit frightening to see the countdown,
so you can :ref:`force an Update Notification <force_ping>` to make the message disappear
right away.
Database expired error message
------------------------------
If your database reaches its expiration date before your renew your subscription,
you will encounter this message:
.. image:: on_premise/database_expired.png
:align: center
:alt: This database has expired.
This **blocking** message appears after a non-blocking message that lasts 30 days.
If you fail to take action before the end of the countdown, the database is expired.
Solutions
~~~~~~~~~
* Renew your subscription: follow the link and renew your subscription - note that
if you wish to pay by Wire Transfer, your subscription will effectively be renewed
only when the payment arrives, which can take a few days. Credit card payments are
processed immediately.
* Contact our `Support <https://www.odoo.com/help>`__
None of those solutions worked for you? Please contact our
`Support <https://www.odoo.com/help>`__
.. _force_ping:
.. _duplicate_premise:
Duplicate a database
====================
You can duplicate your database by accessing the database manager on your
server (<odoo-server>/web/database/manager). In this page, you can easily
duplicate your database (among other things).
.. image:: on_premise/db_manager.gif
:align: center
When you duplicate a local database, it is **strongly** advised to change
the duplicated database's uuid (Unniversally Unique Identifier), since this
uuid is how your database identifies itself with our servers. Having two
databases with the same uuid could result in invoicing problems or registration
problems down the line.
.. note::
From July 2016 onward, Odoo 9 now automatically change the uuid of a duplicated database; a
manual operation is no longer required.
The database uuid is currently accessible from the menu :menuselection:`Settings --> Technical -->
System Parameters`, we advise you to use a `uuid generator <https://www.uuidtools.com>`_ or to
use the unix command ``uuidgen`` to generate a new uuid. You can then simply replace it like any
other record by clicking on it and using the edit button.
.. image:: on_premise/db_uuid.png
:align: center
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====================
Neutralized database
====================
A neutralized database is a non-production database on which several parameters are deactivated.
This enables one to carry out tests without the risk of launching specific automated processes that
could impact production data (e.g., sending emails to customers). Live access is removed and
turned into a testing environment.
.. note::
**Any testing database created is a neutralized database:**
- testing backup databases
- duplicate databases
- for Odoo.sh: staging and development databases
.. important::
A database can also be neutralized when upgrading, as it is vital to do some tests before
switching to a new version.
Deactivated features
====================
Here is a non-exhaustive list of the deactivated parameters:
- all planned actions (e.g., automatic invoicing of subscriptions, mass mailing, etc.)
- outgoing emails
- bank synchronization
- payment providers
- delivery methods
- :abbr:`IAP (In-App Purchase)` tokens
.. note::
**A red banner at the top of the screen is displayed on the neutralized database so that it can
be seen immediately.**

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@@ -1,6 +1,6 @@
========================
Odoo.com account changes
========================
=================
Odoo.com accounts
=================
This documentation is dedicated to edits made to an Odoo.com account. The following processes
describe how to delete an Odoo.com account, and how to change the password on an Odoo.com account.
@@ -1,6 +1,21 @@
===============================
Odoo Online database management
===============================
===========
Odoo Online
===========
`Odoo Online <https://www.odoo.com/trial>`_ provides private databases which are fully managed and
hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
customizations that don't require code.
.. note::
Odoo Online is incompatible with custom modules or the Odoo App Store.
Odoo Online databases are accessed using any web browser and do not require a local installation.
To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
registration is required, but each instance only lives for a few hours.
Database management
===================
To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
as the database administrator.
@@ -69,10 +84,11 @@ Download a ZIP file containing a backup of the database.
Domain names
============
Use a custom :doc:`domain name <domain_names>` to access the database via another URL.
Use a custom :doc:`domain name </applications/websites/website/configuration/domain_names>` to
access the database via another URL.
.. tip::
You can :ref:`register a domain name for free <domain-name/odoo-register>`.
You can :ref:`register a domain name for free <domain-name/register>`.
.. _odoo_online/tags:
@@ -129,5 +145,5 @@ users, click :guilabel:`Add more users`.
To remove users, select them and click :guilabel:`Remove`.
.. seealso::
- :doc:`/applications/general/users/manage_users`
- :doc:`/applications/general/users/odoo_account`
- :doc:`/applications/general/users`
- :doc:`odoo_accounts`

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@@ -91,7 +91,7 @@ Import your database
====================
You can import your database in your Odoo.sh project as long as it is in a :doc:`supported version
</administration/maintain/supported_versions>` of Odoo.
</administration/supported_versions>` of Odoo.
Push your modules in production
-------------------------------
@@ -202,4 +202,4 @@ therefore removed, as you can only have one database linked per subscription.
If you plan to make it your production, unlink your former database from the subscription, and
register the newly imported database. Read the :doc:`database registration documentation
<../../maintain/on_premise>` for instructions.
<../../on_premise>` for instructions.
@@ -85,7 +85,7 @@ From the Odoo.sh editor, in a terminal:
$ odoo-bin scaffold my_module ~/src/user/
Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`:
Or, from your computer, if you have an :doc:`installation of Odoo <../../on_premise/source>`:
.. code-block:: bash
+123
View File
@@ -0,0 +1,123 @@
:show-content:
==========
On-premise
==========
Register a database
===================
To register your database, enter your subscription code in the banner in the app dashboard. If the
registration is successful, the banner will turn green and display the database expiration date.
.. tip::
The expiration date is also displayed at the bottom of the Settings page.
.. _on-premise/duplicate:
Duplicate a database
====================
Duplicate a database by accessing the database manager on your server
(`<odoo-server>/web/database/manager`). Typically, you want to duplicate your production database
into a neutralized testing database. It can be done by checking the neutralize box when prompted,
which executes all :file:`neutralize.sql` scripts for every installed module.
Common error messages and solutions
===================================
Registration error
------------------
In case of a registration error, the following message should be displayed.
.. image:: on_premise/error-message-sub-code.png
:alt: Database registration error message
To resolve the issue:
- Check the **validity of your Odoo Enterprise subscription** by verifying if your subscription
details have the tag :guilabel:`In Progress` on your `Odoo Account
<https://accounts.odoo.com/my/subscription>`_ or contact your Account Manager.
- Ensure that **no other database is linked** to the subscription code, as only one database can be
linked per subscription.
.. tip::
If a test or a development database is needed, you can :ref:`duplicate a database
<on-premise/duplicate>`.
- Verify that **no databases share the same UUID** (Universally Unique Identifier) by opening your
`Odoo Contract <https://accounts.odoo.com/my/subscription>`_. If two or more databases share the
same UUID, their name will be displayed.
.. image:: on_premise/unlink-db-name-collision.png
:alt: Database UUID error message
If that is the case, manually change the database(s) UUID or `send a support ticket
<https://www.odoo.com/help>`_.
- As the update notification must be able to reach Odoo's subscription validation servers, ensure
your **network and firewall settings** allow the Odoo server to open outgoing connections
towards:
- `services.odoo.com` on port `443` (or `80`)
- for older deployments, `services.openerp.com` on port `443` (or `80`)
These ports must be kept open even after registering a database, as the update notification runs
once a week.
Too many users error
--------------------
If you have more users in a local database than provisioned in your Odoo Enterprise subscription,
the following message should be displayed.
.. image:: on_premise/add-more-users.png
:alt: Too many users on a database error message
When the message appears, you have 30 days to act before the database expires. The countdown is
updated every day.
To resolve the issue, either:
- **Add more users** to your subscription by clicking the :guilabel:`Upgrade your subscription` link
displayed in the message to validate the upsell quotation and pay for the extra users.
- :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
.. important::
If you are on a monthly subscription plan, the database will automatically update to reflect the
added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
database. You can create the upsell quotation by clicking the banner to update the subscription
or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
Once your database has the correct number of users, the expiration message disappears automatically
after a few days, when the next verification occurs.
Database expired error
----------------------
If your database expires before you renew your subscription, the following message should be
displayed.
.. image:: on_premise/database-expired.png
:alt: Database expired error message
This message appears if you fail to act before the end of the 30-day countdown.
To resolve the issue, either:
- Click the :guilabel:`Renew your subscription` link displayed in the message and complete the
process. If you pay by wire transfer, your subscription will be renewed when the payment arrives
which can take a few days. Credit card payments are processed immediately.
- `Send a support ticket <https://www.odoo.com/help>`_.
.. toctree::
on_premise/packages
on_premise/source
on_premise/update
on_premise/deploy
on_premise/email_gateway
on_premise/geo_ip
on_premise/community_to_enterprise
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@@ -11,8 +11,8 @@ In any case the basic guidelines are:
* Backup your community database
.. image:: enterprise/db_manager.png
:class: img-fluid
.. image:: community_to_enterprise/db_manager.png
:class: img-fluid
* Shutdown your server
@@ -22,8 +22,8 @@ In any case the basic guidelines are:
* Enter your Odoo Enterprise Subscription code
.. image:: enterprise/enterprise_code.png
:class: img-fluid
.. image:: community_to_enterprise/enterprise_code.png
:class: img-fluid
On Linux, using an installer
============================
@@ -61,7 +61,7 @@ have your own favourite. You may need to adapt sections to your usual workflow.
* Shutdown your server
* Backup your community database
* Update the ``--addons-path`` parameter of your launch command (see :doc:`../install/source`)
* Update the ``--addons-path`` parameter of your launch command (see :doc:`../on_premise/source`)
* Install the web_enterprise module by using
.. code-block:: console
@@ -82,7 +82,7 @@ On Windows
* Uninstall Odoo Community (using the Uninstall executable in the installation folder) -
PostgreSQL will remain installed
.. image:: enterprise/windows_uninstall.png
.. image:: community_to_enterprise/windows_uninstall.png
:class: img-fluid
* Launch the Odoo Enterprise Installer and follow the steps normally. When choosing
@@ -90,8 +90,8 @@ On Windows
(this folder still contains the PostgreSQL installation).
Uncheck ``Start Odoo`` at the end of the installation
.. image:: enterprise/windows_setup.png
:class: img-fluid
.. image:: community_to_enterprise/windows_setup.png
:class: img-fluid
* Using a command window, update your Odoo Database using this command (from the Odoo
installation path, in the server subfolder)

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@@ -3,7 +3,7 @@ System configuration
====================
This document describes basic steps to set up Odoo in production or on an
internet-facing server. It follows :doc:`installation <../install>`, and is
internet-facing server. It follows :doc:`installation <../on_premise>`, and is
not generally necessary for a development systems that is not exposed on the
internet.
@@ -334,6 +334,9 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
proxy_set_header X-Real-IP $remote_addr;
add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
proxy_cookie_flags session_id samesite=lax secure; # requires nginx 1.19.8
}
# Redirect requests to odoo backend server
@@ -346,10 +349,8 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
proxy_redirect off;
proxy_pass http://odoo;
# Enable HSTS
add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
# requires nginx 1.19.8
proxy_cookie_flags session_id samesite=lax secure;
proxy_cookie_flags session_id samesite=lax secure; # requires nginx 1.19.8
}
# common gzip

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@@ -16,8 +16,8 @@ Official **Community** and **Enterprise** packages can be downloaded from the `O
<https://www.odoo.com/page/download>`_.
.. note::
It is required to be logged in as a paying customer or partner to download the Enterprise
packages.
It is required to be logged in as a paying on-premise customer or partner to download the
Enterprise packages.
.. _install/packages/linux:
@@ -1,6 +1,6 @@
======
Source
======
==============
Source install
==============
The source 'installation' is not about installing Odoo but running it directly from the source
instead.
@@ -479,7 +479,7 @@ http://localhost:8069 in a web browser and log into the Odoo database with the b
account: use `admin` as the email and, again, `admin` as the password.
.. tip::
- From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`.
- From there, create and manage new :doc:`users <../../applications/general/users>`.
- The user account used to log into Odoo's web interface differs from the :option:`--db_user
<odoo-bin -r>` CLI argument.

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@@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your
Edition on top of your current installation. This will preserve your data without any alteration,
as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo).
The main reference for updating is logically our :doc:`installation guide <../install>`,
The main reference for updating is logically our :doc:`installation guide <../on_premise>`,
which explains the common installation methods.
Updating is also most appropriately accomplished by the person who deployed Odoo initially,
@@ -13,7 +13,7 @@ Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
<odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
features of Odoo.
- Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
- Admins of Odoo Online databases are invited to :doc:`upgrade <upgrade>` them regularly.
- Online versions are *not* released for Odoo.sh and On-Premise installations.
- Online versions are listed below as *SaaS*.
@@ -31,12 +31,18 @@ This matrix shows the support status of every version.
- On-Premise
- Release date
- End of support
* - Odoo saas~17.1
- |green|
- N/A
- N/A
- January 2024
-
* - **Odoo 17.0**
- |green|
- |green|
- |green|
- November 2023
- November 2026 (planned)
- October 2026 (planned)
* - Odoo saas~16.4
- |green|
- N/A
+6 -6
View File
@@ -5,8 +5,8 @@ Upgrade
.. _administration/upgrade:
An upgrade is the process of moving your database from an older version to a newer :doc:`supported
version <maintain/supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is
essential as each version comes with new and improved features, bug fixes, and security patches.
version <supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is essential as
each version comes with new and improved features, bug fixes, and security patches.
.. _upgrade_faq/rolling_release:
@@ -33,9 +33,9 @@ essential as each version comes with new and improved features, bug fixes, and s
An upgrade does not cover:
- Downgrading to a previous version of Odoo
- :doc:`Switching editions <maintain/enterprise>` (e.g., from Community to Enterprise)
- :doc:`Changing hosting type </administration/maintain/hosting_changes>` (e.g., from on-premise
to Odoo Online)
- :doc:`Switching editions <on_premise/community_to_enterprise>` (e.g., from Community to
Enterprise)
- :ref:`Changing hosting type <hosting/change-solution>` (e.g., from on-premise to Odoo Online)
- Migrating from another ERP to Odoo
.. warning::
@@ -404,4 +404,4 @@ The following upgrade-related services are **not** included:
.. seealso::
- :doc:`Odoo.sh documentation <odoo_sh>`
- :doc:`Supported Odoo versions <maintain/supported_versions>`
- :doc:`Supported Odoo versions <supported_versions>`
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@@ -14,6 +14,7 @@ Discover our user guides and configuration tutorials per application.
.. toctree::
:maxdepth: 2
applications/essentials
applications/finance
applications/sales
applications/websites
@@ -22,4 +23,5 @@ Discover our user guides and configuration tutorials per application.
applications/marketing
applications/services
applications/productivity
applications/studio
applications/general
+11
View File
@@ -0,0 +1,11 @@
===============
Odoo essentials
===============
.. toctree::
essentials/activities
essentials/reporting
essentials/search
essentials/export_import_data
essentials/in_app_purchase
@@ -40,8 +40,7 @@ Lastly, click one of the following buttons:
opens a new activity window.
- :guilabel:`Discard`: discards any changes made on the pop-up window.
.. image:: plan_activities/schedule-pop-up.png
:align: center
.. image:: activities/schedule-pop-up.png
:alt: View of CRM leads and the option to schedule an activity.
.. note::
@@ -50,8 +49,7 @@ Lastly, click one of the following buttons:
Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`.
.. image:: plan_activities/chatter-activities.png
:align: center
.. image:: activities/chatter-activities.png
:alt: View of CRM leads and the option to schedule an activity.
Activities can also be scheduled from the kanban, list, or activities view of an application.
@@ -63,9 +61,8 @@ Activities can also be scheduled from the kanban, list, or activities view of an
Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form.
.. image:: plan_activities/schedule-kanban-activity.png
:align: center
:alt: Kanban view of the CRM pipeline and the option to schedule an activity.
.. image:: activities/schedule-kanban-activity.png
:alt: Kanban view of the CRM pipeline and the option to schedule an activity.
.. tab:: List view
@@ -73,9 +70,8 @@ Activities can also be scheduled from the kanban, list, or activities view of an
then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the
clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon.
.. image:: plan_activities/schedule-list-activity.png
:align: center
:alt: List view of the CRM pipeline and the option to schedule an activity.
.. image:: activities/schedule-list-activity.png
:alt: List view of the CRM pipeline and the option to schedule an activity.
.. tab:: Activity view
@@ -83,16 +79,14 @@ Activities can also be scheduled from the kanban, list, or activities view of an
menu bar anywhere in the database. Select any application from the drop-down menu, and click
the :guilabel:`🕘 (clock)` icon for the desired app.
.. image:: plan_activities/schedule-activity-view-menu.png
:align: center
:alt: Activity menu drop down with focus on where to open activity view for CRM.
.. image:: activities/schedule-activity-view-menu.png
:alt: Activity menu drop down with focus on where to open activity view for CRM.
Select a record on which to schedule an activity. Move across the row to find the desired
activity type, then click the :guilabel:` (plus sign)`.
.. image:: plan_activities/schedule-activity-view.png
:align: center
:alt: Activity view of the CRM pipeline and the option to schedule an activity.
.. image:: activities/schedule-activity-view.png
:alt: Activity view of the CRM pipeline and the option to schedule an activity.
.. note::
Activity colors, and their relation to an activity's due date, is consistent throughout Odoo,
@@ -122,8 +116,7 @@ specific application in a drop-down menu.
The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom
of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked.
.. image:: plan_activities/activities-menu.png
:align: center
.. image:: activities/activities-menu.png
:alt: View of CRM leads page emphasizing the activities menu.
Configure activity types
@@ -132,8 +125,7 @@ Configure activity types
To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss
--> Activities --> Activity Types`.
.. image:: plan_activities/settings-activities-types.png
:align: center
.. image:: activities/settings-activities-types.png
:alt: View of the settings page emphasizing the menu activity types.
Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found.
@@ -144,8 +136,7 @@ new activity type, click :guilabel:`Create`.
At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity
type.
.. image:: plan_activities/new-activity-type.png
:align: center
.. image:: activities/new-activity-type.png
:alt: New activity type form.
Activity settings
@@ -208,8 +199,7 @@ This :guilabel:`Schedule` field information can be altered before the activity i
When all configurations are complete, click :guilabel:`Save`.
.. image:: plan_activities/schedule-recommended-activity.png
:align: center
.. image:: activities/schedule-recommended-activity.png
:alt: Schedule activity popup with emphasis on recommended activities.
.. note::
@@ -236,8 +226,7 @@ This :guilabel:`Schedule` field information can be altered before the activity i
When all configurations are complete, click :guilabel:`Save`.
.. image:: plan_activities/triggered-activities.png
:align: center
.. image:: activities/triggered-activities.png
:alt: Schedule new activity popup with emphasis on Done and launch next button.
.. note::
@@ -246,5 +235,5 @@ When all configurations are complete, click :guilabel:`Save`.
:guilabel:`Trigger` field.
.. seealso::
- :doc:`get_started`
- :doc:`team_communication`
- :doc:`/applications/productivity/discuss`
- :doc:`/applications/productivity/discuss/team_communication`

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@@ -0,0 +1,477 @@
======================
Export and import data
======================
In Odoo, it is sometimes necessary to export or import data for running reports, or for data
modification. This document covers the export and import of data into and out of Odoo.
.. important::
Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This
can occur with large exports, or in cases where the import file is too large. To circumvent this
limitation surrounding the size of the records, process exports or imports in smaller batches.
.. _export-data:
Export data from Odoo
=====================
When working with a database, it is sometimes necessary to export data in a distinct file. Doing so
can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with
each available application.
With Odoo, the values can be exported from any field in any record. To do so, activate the list view
(:guilabel:`☰ (three horizontal lines)` icon), on the items that need to be exported, and then
select the records that should be exported. To select a record, tick the checkbox next to the
corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then :guilabel:`Export`.
.. image:: export_import_data/list-view-export.png
:align: center
:alt: View of the different things to enable/click to export data.
When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with
several options for the data to export:
.. image:: export_import_data/export-data-overview.png
:align: center
:alt: Overview of options to consider when exporting data in Odoo..
#. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system
only shows the fields that can be imported. This is helpful in the case where the existing
records need to be updated. This works like a filter. Leaving the box unticked, gives many more
field options because it shows all the fields, not just the ones that can be imported.
#. When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`,
items are separated by a comma, while `.xls` holds information about all the worksheets in a
file, including both content and formatting.
#. These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display
more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the
:guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to
display all fields.
#. The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to
export` list.
#. The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the
fields up and down, to change the order in which they are displayed in the exported file.
Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon.
#. The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash
can)` icon to remove the field.
#. For recurring reports, it is helpful to save export presets. Select all the needed fields, and
click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a
unique name to the export just created. The next time the same list needs to be exported, select
the related template that was previously saved from the drop-down menu.
.. tip::
It is helpful to know the field's external identifier. For example, :guilabel:`Related Company`
in the export user interface is equal to *parent_id* (external identifier). This is helpful
because then, the only data exported is what should be modified and re-imported.
.. _import-data:
Import data into Odoo
=====================
Importing data into Odoo is extremely helpful during implementation, or in times where data needs to
be updated in bulk. The following documentation covers how to import data into an Odoo database.
.. warning::
Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created
on` or `last modified`) to identify records changed or created by the import.
.. tip::
Activating :ref:`developer mode <developer-mode>` changes the visible import settings in the left
menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two
options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.
.. image:: export_import_data/advanced-import.png
:align: center
:alt: Advanced import options when developer mode is activated.
If the model uses openchatter, the :guilabel:`Track history during import` option sets up
subscriptions and sends notifications during the import, but leads to a slower import.
Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields
within a field are used to match under the :guilabel:`Odoo Field` while importing.
Get started
-----------
Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV
(Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements,
journal entries, and orders.
Open the view of the object to which the data should be imported/populated, and click on
:menuselection:`⭐ Favorites --> Import records`.
.. image:: export_import_data/import-button.png
:align: center
:alt: Favorites menu revealed with the import records option highlighted.
After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
downloaded and populated with the company's own data. Such templates can be imported in one click,
since the data mapping is already done. To download a template click :guilabel:`Import Template for
Customers` at the center of the page.
.. important::
When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
options. These options do **not** appear when importing the proprietary Excel file type (`.xls`,
`.xlsx`).
.. image:: export_import_data/formatting.png
:align: center
:alt: Formatting options presented when a CVS file is imported in Odoo.
Make necessary adjustments to the *Formatting* options, and ensure all columns in the
:guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click
:guilabel:`Import` to import the data.
Adapt a template
----------------
Import templates are provided in the import tool of the most common data to import (contacts,
products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*,
*OpenOffice*, *Google Drive*, etc.).
Once the template is downloaded, proceed to follow these steps:
- Add, remove, and sort columns to best fit the data structure.
- It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the
next section).
- Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID`
(ID) column.
.. image:: export_import_data/dragdown.gif
:align: center
:alt: An animation of the mouse dragging down the ID column, so each record has a unique ID.
.. note::
When a new column is added, Odoo may not be able to map it automatically, if its label does not
fit any field within Odoo. However, new columns can be mapped manually when the import is tested.
Search the drop-down menu for the corresponding field.
.. image:: export_import_data/field_list.png
:align: center
:alt: Drop-down menu expanded in the initial import screen on Odoo.
Then, use this field's label in the import file to ensure future imports are successful.
.. tip::
Another useful way to find out the proper column names to import is to export a sample file
using the fields that should be imported. This way, if there is not a sample import template,
the names are accurate.
Import from another application
-------------------------------
The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one
from previous software to facilitate the transition to Odoo.
Setting an ID is not mandatory when importing, but it helps in many cases:
- Update imports: import the same file several times without creating duplicates.
- :ref:`Import relation fields <export_import_data/relation-fields>`.
To recreate relationships between different records, the unique identifier from the original
application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo.
When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for
the original unique identifier. This record can also be found using its name.
.. warning::
It should be noted that there will be a conflict if two or more records have the same name.
The :guilabel:`External ID` (ID) can also be used to update the original import, if modified data
needs to be re-imported later, therefore, it is a good practice to specify it whenever possible.
Field missing to map column
---------------------------
Odoo heuristically tries to find the type of field for each column inside the imported file, based
on the first ten lines of the files.
For example, if there is a column only containing numbers, only the fields with the *integer* type
are presented as options.
While this behavior might be beneficial in most cases, it is also possible that it could fail, or
the column may be mapped to a field that is not proposed by default.
If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a
complete list of fields becomes available for each column.
.. image:: export_import_data/field_list.png
:align: center
:alt: Searching for the field to match the tax column.
Change data import format
-------------------------
.. note::
Odoo can automatically detect if a column is a date, and tries to guess the date format from a
set of most commonly used date formats. While this process can work for many date formats, some
date formats are not recognizable. This can cause confusion, due to day-month inversions; it is
difficult to guess which part of a date format is the day, and which part is the month, in a
date, such as `01-03-2016`.
When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
options.
To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is
shown when clicking on options under the file selector. If this format is incorrect, change it to
the preferred format using *ISO 8601* to define the format.
.. important::
*ISO 8601* is an international standard, covering the worldwide exchange, along with the
communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`.
So, in the case of July 24th 1981, it should be written as `1981-07-24`.
.. tip::
When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This
maintains locale date formats for display, regardless of how the date is formatted in Odoo. When
importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section
to select the date format columns to import.
Import numbers with currency signs
----------------------------------
Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with
currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is
used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the
import crashes.
.. note::
When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu
appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be
changed.
Examples of supported numbers (using 'thirty-two thousand' as the figure):
- 32.000,00
- 32000,00
- 32,000.00
- -32000.00
- (32000.00)
- $ 32.000,00
- (32000.00 €)
Example that will not work:
- ABC 32.000,00
- $ (32.000,00)
.. important::
A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value.
The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a
negative currency value.
Import preview table not displayed correctly
--------------------------------------------
By default, the import preview is set on commas as field separators, and quotation marks as text
delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify
the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV
(Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file).
.. important::
If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does
**not** detect the separations. The file format options need to be modified in the spreadsheet
application. See the following :ref:`Change CSV file format <export_import_data/change-csv>`
section.
.. _export_import_data/change-csv:
Change CSV file format in spreadsheet application
-------------------------------------------------
When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the
computer's regional settings are applied for the separator and delimiter. Odoo suggests using
*OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from
*LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter
settings' --> Save`).
Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box -->
'Tools' drop-down menu --> Encoding tab`).
Difference between Database ID and External ID
----------------------------------------------
Some fields define a relationship with another object. For example, the country of a contact is a
link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links
between the different records. To help import such fields, Odoo provides three mechanisms.
.. important::
**Only one** mechanism should be used per field that is imported.
For example, to reference the country of a contact, Odoo proposes three different fields to import:
- :guilabel:`Country`: the name or code of the country
- :guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL
column
- :guilabel:`Country/External ID`: the ID of this record referenced in another application (or the
`.XML` file that imported it)
For the country of Belgium, for example, use one of these three ways to import:
- :guilabel:`Country`: `Belgium`
- :guilabel:`Country/Database ID`: `21`
- :guilabel:`Country/External ID`: `base.be`
According to the company's need, use one of these three ways to reference records in relations. Here
is an example when one or the other should be used, according to the need:
- Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated
Values)` files that have been created manually.
- Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers
as the main advantage is to never have conflicts (there may be several records with the same name,
but they always have a unique Database ID)
- Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party
application.
When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the
:guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported.
Then, a reference can be made to that record with columns, like `Field/External ID`. The following
two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories.
- :download:`CSV file for categories
<export_import_data/External_id_3rd_party_application_product_categories.csv>`
- :download:`CSV file for Products
<export_import_data/External_id_3rd_party_application_products.csv>`
.. _export_import_data/relation-fields:
Import relation fields
----------------------
An Odoo object is always related to many other objects (e.g. a product is linked to product
categories, attributes, vendors, etc.). To import those relations, the records of the related object
need to be imported first, from their own list menu.
This can be achieved by using either the name of the related record, or its ID, depending on the
circumstances. The ID is expected when two records have the same name. In such a case add `/ ID`
at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`).
Options for multiple matches on fields
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc.
Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be
imported. However, Odoo recommends that the data is not imported because it will all be linked to
the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`).
Odoo, instead, recommends modifying one of the duplicate's values, or the product category
hierarchy.
However, if the company does not wish to change the configuration of product categories, Odoo
recommends making use of the *External ID* for this field, 'Category'.
Import many2many relationship fields
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The tags should be separated by a comma, without any spacing. For example, if a customer needs to be
linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded
in the same column of the :abbr:`CSV (Comma-separated Values)` file.
- :download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
Import one2many relationships
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If a company wants to import a sales order with several order lines, a specific row **must** be
reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line
is imported on the same row as the information relative to order. Any additional lines need an
additional row that does not have any information in the fields relative to the order.
As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be
imported, based on demo data:
- :download:`File for some Quotations
<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`
The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with
their respective purchase order lines:
- :download:`Purchase orders with their respective purchase order lines
<export_import_data/o2m_purchase_order_lines.csv>`
The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their
respective contacts:
- :download:`Customers and their respective contacts
<export_import_data/o2m_customers_contacts.csv>`
Import records several times
----------------------------
If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`,
records that have already been imported are modified, instead of being created. This is extremely
useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several
times, while having made some changes in between two imports.
Odoo takes care of creating or modifying each record, depending if it is new or not.
This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records
in a spreadsheet application.
Value not provided for a specific field
---------------------------------------
If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined
field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file,
Odoo sets the empty value in the field, instead of assigning the default value.
Export/import different tables from an SQL application to Odoo
--------------------------------------------------------------
If data needs to be imported from different tables, relations need to be recreated between records
belonging to different tables. For instance, if companies and people are imported, the link between
each person and the company they work for needs to be recreated.
To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a
record is the unique identifier of this record in another application. The `External ID` must be
unique across all records of all objects. It is a good practice to prefix this `External ID` with
the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')
As an example, suppose there is an SQL database with two tables that are to be imported: companies
and people. Each person belongs to one company, so the link between a person and the company they
work for must be recreated.
Test this example, with a :download:`sample of a PostgreSQL database
<export_import_data/database_import_test.sql>`.
First, export all companies and their *External ID*. In PSQL, write the following command:
.. code-block:: sh
> copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:
.. code-block:: text
External ID,Name,Is a Company
company_1,Bigees,True
company_2,Organi,True
company_3,Boum,True
To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the
following SQL command in PSQL:
.. code-block:: sh
> copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
It produces the following :abbr:`CSV (Comma-separated Values)` file:
.. code-block:: text
External ID,Name,Is a Company,Related Company/External ID
person_1,Fabien,False,company_1
person_2,Laurence,False,company_1
person_3,Eric,False,company_2
person_4,Ramsy,False,company_3
In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is
working for the Organi company. The relation between people and companies is done using the
*External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a
conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in
the original database).
The two files produced are ready to be imported in Odoo without any modifications. After having
imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three
companies (the first two contacts are linked to the first company). Keep in mind to first import
the companies, and then the people.
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=====================
In-app purchase (IAP)
=====================
.. |IAP| replace:: :abbr:`IAP (In-app purchases)`
In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its
own specific features and functionality. A full list of services is available on the `Odoo IAP
Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
.. image:: in_app_purchase/iap.png
:align: center
:alt: The IAP catalog with various services available on IAP.Odoo.com.
.. example::
The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the
:guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and
resumes with optical character recognition (OCR) and artificial intelligence (AI).
|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on
the service in the app to activate it. However, each service requires its own prepaid credits, and
when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it.
.. note::
Users with an Enterprise version of Odoo Online get free credits to test IAP features.
.. _in_app_purchase/portal:
IAP services
============
|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses.
The following |IAP| services are provided by Odoo:
- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes
with OCR and AI.
- :guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data.
- :guilabel:`SMS`: sends SMS text messages to contacts directly from the database.
- :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors
into quality leads and opportunities.
- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
For more information on every service currently available, visit the `Odoo IAP Catalog
<https://iap.odoo.com/iap/all-in-app-services>`_.
Use IAP services
----------------
|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any
settings. To use a service, simply interact with it wherever it appears in the database.
.. example::
The following flow focuses on the *SMS* |IAP| service being used from a contact's record.
This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the database.
.. image:: in_app_purchase/sms-icon.png
:align: center
:alt: The SMS icon on a typical contact information form located within an Odoo database.
One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:
#. Navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile
phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
contact form.
#. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱
(phone) SMS` icon appears to the right.
#. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up
window appears.
#. Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS Text Message`
pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via
SMS, to the contact, and logs what was sent in the *chatter* of the contact's form.
Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically
deducted from the existing credits. If there are not enough credits to send the message, Odoo
prompts the user to purchase more.
.. seealso::
For more information on how to use various |IAP| services, and for more in-depth instructions
related to SMS functionality in Odoo, review the documentation below:
- :doc:`Lead mining </applications/sales/crm/acquire_leads/lead_mining>`
- :doc:`Enrich your contacts base with Partner Autocomplete
</applications/sales/crm/optimize/partner_autocomplete>`
- :doc:`SMS essentials </applications/marketing/sms_marketing/essentials/sms_essentials>`
.. _in_app_purchase/credits:
IAP credits
===========
Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts
the purchase of more credits when there are not enough credits left to continue using a service.
Email alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`.
Credits are purchased in *Packs* from the `Odoo IAP Catalog
<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service.
.. example::
The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four packs available, in
denominations of:
- :guilabel:`Starter Pack`: 10 credits
- :guilabel:`Standard Pack`: 100 credits
- :guilabel:`Advanced Pack`: 500 credits
- :guilabel:`Expert Pack`: 1,000 credits
.. image:: in_app_purchase/packs.png
:align: center
:alt: Four different packs of credits for the SMS IAP service.
The number of credits consumed depends on the length of the SMS and the country of destination.
For more information, refer to the :doc:`SMS Pricing and FAQ
</applications/marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
.. _iap/buying_credits:
Buy credits
-----------
If there are not enough credits to perform a task, the database automatically prompts the purchase
of more credits.
Users can check the current balance of credits for each service, and manually purchase more credits,
by navigating to the :menuselection:`Settings app --> Search IAP --> View My Services`.
Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
additional credits can be purchased.
Manually buy credits
~~~~~~~~~~~~~~~~~~~~
To manually buy credits in Odoo, follow these steps:
#. Go to the :menuselection:`Settings application`.
#. Type `IAP` in the search bar.
#. Click :guilabel:`View My Services`.
.. image:: in_app_purchase/view-services.png
:align: center
:alt: The Settings app showing the Odoo IAP heading and View My Services button.
#. Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
database. From here, click an |IAP| service to open its :guilabel:`Account Information` page,
where additional credits can be purchased.
#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.
.. image:: in_app_purchase/account-info.png
:align: center
:alt: The Account Information page for an IAP service showing the Buy Credit button.
#. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click
:guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment
details, and confirm the order.
.. image:: in_app_purchase/buy-pack.png
:align: center
:alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
#. Once the transaction is complete, the credits are available for use in the database.
.. _in_app_purchase/low-credits:
Low-credit notification
~~~~~~~~~~~~~~~~~~~~~~~
It is possible to be notified when credits are low, in order to avoid running out of credits, while
using an |IAP| service. To do that, follow this process:
#. Go to the :menuselection:`Settings application`.
#. Type `IAP` in the search bar.
#. Click :guilabel:`View My Services`.
#. The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From
here, click on the desired |IAP| account to view that service's :guilabel:`Account Information`
page.
#. On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` box. Doing so reveals
two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
.. image:: in_app_purchase/low-credits.png
:align: center
:alt: Odoo will send an email alert when credits for this service fall below the threshold.
#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum
threshold for this service.
#. In the :guilabel:`Warning Email` field, enter the email address that should receive the
notification.
Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls
below the amount listed as the :guilabel:`Threshold`.
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