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rps-odoo 403d55ccc5 [IMP] accounting/l10n_ar: liquidity product direct sales
Link to GDrive images folder: https://drive.google.com/drive/folders/1qWtbGewR3LxDKs21QpMEPhCKEovVyoKx?usp=drive_link

Co-authored-by: XPL <xpl@odoo.com>
2024-03-28 13:14:58 -04:00
503 changed files with 510206 additions and 874880 deletions
-1
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@@ -213,7 +213,6 @@ 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-17.2': "Odoo Online",
'saas-17.1': "Odoo Online",
'17.0': "Odoo 17",
'saas-16.4': "Odoo Online",
-1
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@@ -61,5 +61,4 @@ functionalities, including functional support, upgrades, and hosting. `Pricing
administration/upgrade
administration/neutralized_database
administration/supported_versions
administration/mobile
administration/odoo_accounts
-67
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@@ -1,67 +0,0 @@
================
Odoo mobile apps
================
Two kind of Odoo mobile app exist: the progressive web app (PWA) and store apps. Using the PWA is
recommended.
Progressive web app (PWA)
=========================
PWAs are web-based applications designed to function across different devices and platforms,
leveraging web browsers to deliver user experiences similar to native apps.
The Odoo PWA features include:
- Quick access by adding the PWA to a device's home screen
- Seamless and borderless navigation experience
- Push notifications
- SSO authentication
To install the Odoo PWA, launch a browser supporting PWAs, and sign in to an Odoo database. The
instructions to install a PWA depend on the platform and browser used.
.. tabs::
.. tab:: Android
**Chrome**: open Chrome's menu (:guilabel:`⋮`), select :guilabel:`Install app`, and tap
:guilabel:`Install`.
**Firefox**: open Firefox's menu (:guilabel:`⋮`), select :guilabel:`Install`, and either touch
and hold the Odoo icon or tap :guilabel:`Add automatically`.
The PWA can also be installed with **Samsung Internet**, **Edge**, and **Opera**.
.. tab:: iOS
**Safari**: open the **Share** menu by tapping the square with an arrow pointing upwards icon,
select :guilabel:`Add to Home Screen`, edit the PWA details if desired, and tap
:guilabel:`Add`.
On iOS 16.4 and above, the PWA can also be installed with **Chrome**, **Firefox**, and
**Edge**.
.. tab:: Desktop
**Chrome** and **Edge**: click the installation icon at the right of the address bar and click
:guilabel:`Install`.
.. seealso::
- `Google Chrome Help: Use progressive web apps
<https://support.google.com/chrome/answer/9658361>`_
- `MDN Web Docs: Installing and uninstalling web apps
<https://developer.mozilla.org/en-US/docs/Web/Progressive_web_apps/Guides/Installing>`_
- `Microsoft Support: Install, manage, or uninstall apps in Microsoft Edge <https://support.microsoft.com/en-us/topic/install-manage-or-uninstall-apps-in-microsoft-edge-0c156575-a94a-45e4-a54f-3a84846f6113>`_
Store apps
==========
The Odoo mobile apps are available for download on the `Google Play Store
<https://play.google.com/store/apps/details?id=com.odoo.mobile>`_ and `Apple App Store
<https://apps.apple.com/app/odoo/id1272543640>`_.
.. important::
The iOS app cannot be updated and will be deprecated at some point in the future.
While the store apps support multi-accounts, they are not compatible with SS0 authentication.
+1 -1
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@@ -144,7 +144,7 @@ Odoo requires **Python 3.10** or later to run.
to download and install Python 3 if needed.
.. note::
If Python 3 is already installed, make sure that the version is 3.10 or above, as previous
If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
versions are not compatible with Odoo.
.. tabs::
@@ -31,12 +31,6 @@ This matrix shows the support status of every version.
- On-Premise
- Release date
- End of support
* - Odoo saas~17.2
- |green|
- N/A
- N/A
- April 2024
-
* - Odoo saas~17.1
- |green|
- N/A
@@ -66,8 +66,6 @@ localization:
When you install a database from scratch selecting `Ecuador` as the country, Odoo automatically
installs the base module :guilabel:`Ecuadorian - Accounting`.
.. _l10n_ec/configure-your-company:
Configure your company
----------------------
@@ -588,59 +586,3 @@ includes the tax code within the parenthesis in order to report it to the SRI.
.. image:: ecuador/104-form.png
:align: center
:alt: Report 104 form for Ecuador.
ATS report
----------
:ref:`Install <general/install>` the *ATS Report* (`l10n_ec_reports_ats`) module to enable
downloading the ATS report in XML format.
.. note::
The Ecuadorian *ATS Report* module is dependent on the previous installation of the *Accounting*
app and the *Ecuadorian EDI module*.
Configuration
~~~~~~~~~~~~~
To issue electronic documents, ensure your company is configured as explained in the
:ref:`electronic invoice <l10n_ec/configure-your-company>` section.
In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo (invoices,
vendor bills, sales and purchases withholdings, credit notes, and debit notes) will be included.
Vendor bills
************
When generating a vendor bill, it is necessary to register the authorization number from the
invoice that the vendor generated for the purchase. To do so, go to :menuselection:`Accounting
--> Vendors --> Bills` and select the bill. Then, enter the number from the vendor's invoice in the
:guilabel:`Authorization Number` field.
Credit and debit notes
**********************
When generating a credit note or debit note manually or through importation, it is necessary to link
this note to the sales invoice that is being modified by it.
.. note::
Remember to add all required information to the documents before downloading the :abbr:`ATS
(Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the
*SRI Payment Method* on documents, when needed.
XML generation
~~~~~~~~~~~~~~
To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to
:menuselection:`Accounting --> Reports --> Tax Report` and choose a time period for the desired
:abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`.
The downloaded XML file is ready to be uploaded to *DIMM Formularios*.
.. image:: ecuador/ats-report.png
:align: center
:alt: ATS report download for Ecuador in Odoo Accounting.
.. note::
When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a
warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless,
the user can still download the XML file.
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@@ -11,9 +11,9 @@ localization, such as a chart of accounts, taxes, and the BIR 2307 report. These
template to get started with using Philippine accounting.
.. note::
- When creating a new database and selecting the `Philippines` as a country, the fiscal
- When creating a new database and `Philippines` is selected as a country, the fiscal
localization module **Philippines - Accounting** is automatically installed.
- If the module is installed in an existing company, the **chart of accounts** and **taxes** will
- If installing the module in an existing company, the **chart of accounts** and **taxes** will
*not* be replaced if there are already posted journal entries.
- The BIR 2307 report is installed, but the withholding taxes may need to be manually created.
@@ -21,22 +21,20 @@ Chart of accounts and taxes
---------------------------
A minimum configuration default chart of accounts is installed, and the following types of taxes are
installed and linked to the relevant account:
installed and also linked to the relevant account:
- Sales and Purchase VAT 12%
- Sales and Purchase VAT Exempt
- Sales and Purchase VAT Zero-Rated
- Purchase Withholding
- VAT 12%
- VAT Exempt
- Withholding taxes
For the withholding taxes (:menuselection:`Configuration --> Taxes`), there is an additional
:guilabel:`Philippines ATC` field under the :guilabel:`Philippines` tab.
For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the
:guilabel:`Philippines` tab.
.. image:: philippines/philippines-atc-code.png
:alt: Philippines ATC code field set on taxes.
.. note::
Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code
must be added.
Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must
be added.
Contacts
--------
@@ -61,9 +59,8 @@ For individuals not belonging to a company, identify them by using the following
BIR 2307 report
===============
**BIR 2307** report data, also known as `Certificate of Creditable Tax Withheld at Source
<https://www.bir.gov.ph/index.php/bir-forms/certificates.html>`_, can be generated for purchase
orders and vendor payments with the applicable withholding taxes.
**BIR 2307** report data, also known as *Certificate of Creditable Tax Withheld at Source*,
can be generated for purchase orders and vendor payments with the applicable withholding taxes.
To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click
:menuselection:`Action --> Download BIR 2307 XLS`.
@@ -71,8 +68,7 @@ To generate a BIR 2307 report, select one or multiple vendor bills from the list
.. image:: philippines/philippines-multi-bill.png
:alt: Multiple vendor bills selected with action to "Download BIR 2307 XLS".
.. tip::
The same action can be performed on a vendor bill from the form view.
The same action can be performed on a vendor bill from the form view.
A pop-up appears to review the selection, then click on :guilabel:`Generate`.
@@ -82,67 +78,18 @@ A pop-up appears to review the selection, then click on :guilabel:`Generate`.
This generates the `Form_2307.xls` file that lists all the vendor bill lines with the applicable
withholding tax.
The process above can also be used for a *single* vendor :doc:`payment <../accounting/payments>` if
it is linked to one or more :doc:`vendor bills <../accounting/payments>` with applied withholding
taxes.
The same process above can also be done for a *single* vendor :doc:`payment
<../accounting/payments>` if they were linked to one or more :doc:`vendor bills
<../accounting/payments>` with applied withholding taxes.
.. note::
- If no withholding tax is applied, then the XLS file will not generate records for those vendor
bill lines.
- If there is no withholding tax applied, then the XLS file will not generate records for those
vendor bill lines.
- When grouping payments for multiple bills, Odoo splits the payments based on the contact. From
a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS` generates a report that
a payment, clicking :menuselection:`Action --> Download BIR 2307 XLS`, generates a report that
only includes vendor bills related to that contact.
.. important::
Odoo cannot generate the BIR 2307 PDF report or DAT files directly. The generated
:file:`Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT or PDF
format.
SLSP Report
===========
The **SLSP** report, also known as the *Summary List of Sales and Purchases*, can be viewed and
exported (in XLSX format). The report can be viewed from :menuselection:`Reporting --> Partner
Reports --> Summary List of Sales and Purchases`.
The report is split into two sections, which can be accessed from their respective buttons at the
top:
- | :guilabel:`Sales` for :abbr:`SLS (Summary List of Sales)` report
| All customer invoices with the associated sales taxes applied are shown in this report.
- | :guilabel:`Purchases` for :abbr:`SLP (Summary List of Purchases)` report
| All vendor bills with the associated purchase taxes applied are shown in this report.
.. image:: philippines/slsp.png
:alt: SLSP Report
By default, both reports exclude journal entries containing partners without a TIN number set and
those with importation taxes set. To view or hide them, the :guilabel:`Options:` button gives
additional filters to include these, among others:
- `Including Partners Without TIN`
- `Including Importations`
.. important::
Odoo cannot generate the DAT files directly. The :guilabel:`Export SLSP` and :guilabel:`XLSX`
buttons export an XLSX file, which can be processed using an *external* tool to convert to the
DAT format.
2550Q Tax report
================
The tax report report is accessible by navigating to :menuselection:`Reporting --> Statement Reports
--> Tax Report --> 2550Q(PH)`. The form is based on the latest *2550Q (Quarterly Value-Added Tax
Return)* Jan. 2023 version.
.. image:: philippines/2550Q.png
:alt: 2550Q Tax Report
.. tip::
Most lines in the tax report are automatically computed based on the taxes. For more accurate
reporting and filing of the tax report, manual journal entries can also be mapped to the tax
report through preconfigured **Tax Grids** for each tax report line.
.. important::
Odoo cannot generate the 2550Q BIR formatted PDF report directly. It should be used as a
reference when externally filing the form manually or online.
Odoo cannot generate the BIR 2307 PDF report or DAT files directly.
The generated `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT
or PDF format.
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@@ -73,99 +73,6 @@ Lastly, click :guilabel:`Flash`, and wait for the process to finish.
An alternative software for flashing the micro SD card is `Raspberry Pi Imager
<https://www.raspberrypi.com/software/>`_.
Windows IoT update
==================
Windows virtual :abbr:`IoT (Internet of Things)` box may occasionally need an update to work
properly.
The following processes cover the :ref:`uninstallation <iot/config/uninstall-windows-iot>` and
:ref:`re-installation <iot/config/re-install-windows-iot>` of the Windows virtual :abbr:`IoT
(Internet of Things)` box.
.. _iot/config/uninstall-windows-iot:
Uninstalling Windows IoT
------------------------
Prior to upgrading the Windows virtual :abbr:`IoT (Internet of Things)` box, the previous version
should be uninstalled first.
.. important::
Before uninstalling a previous version of the Windows virtual :abbr:`IoT (Internet of Things)`
box, ensure that there is a newer version of Windows virtual :abbr:`IoT (Internet of Things)` box
available, compared to the version currently installed. To do so, navigate to the `Odoo Nightly
builds <https://nightly.odoo.com/>`_ page.
On the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds (stable version)
--> windows/` to view the date next to the :file:`odoo_(version).latest.exe` file; where
*(version)* is equal to the version of Odoo (e.g. 16.0, 17.0). The latest version of the Windows
virtual :abbr:`IoT (Internet of Things)` box can be downloaded by selecting this file, or it is
always available at the `Odoo Download <https://odoo.com/download/>`_ page.
Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows
program manager.
On any version of Windows, search for `program` to open the :menuselection:`Programs --> Programs
and Features` section of the :guilabel:`Control Panel`. Then, select :guilabel:`Uninstall or change
a program`. Next, search for `Odoo`, and click the :guilabel:`... (three dot)` menu on the
:guilabel:`Odoo.exe` program to uninstall.
Confirm the uninstallation, and follow the steps to uninstall through the Odoo uninstall wizard.
.. _iot/config/re-install-windows-iot:
Download and re-install
-----------------------
The latest version of the Windows virtual :abbr:`IoT (Internet of Things)` box can be downloaded
from the `Odoo Nightly builds <https://nightly.odoo.com/>`_ page or it is always available at the
`Odoo Download <https://odoo.com/download/>`_ page.
To download from the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds
(stable version) --> windows/` to and select the :file:`odoo_(version).latest.exe` file; where
*(version)* is equal to the version of Odoo (e.g. 16.0, 17.0).
To download from the :guilabel:`Odoo Download` page, find the section for the version of Odoo (e.g.
16.0, 17.0), and select the :guilabel:`Download` button for :guilabel:`Windows`.
Next, install and setup the downloaded Odoo :file:`.exe` file. After the instructions screen, click
:guilabel:`Next` to start the installation, and agree to the :abbr:`TOS (Terms of Service)`.
During the next step of the re-installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select
the type of install` drop-down menu.
.. example::
For reference, the following should be installed:
- :guilabel:`Odoo server`
- :guilabel:`Odoo IoT`
- :guilabel:`Nginx WebServer`
- :guilabel:`Ghostscript interpreter`
Ensure there is enough space on the computer for the installation, then click :guilabel:`Next`.
Set the destination and complete the installation
-------------------------------------------------
To complete the re-installation, select the :guilabel:`Destination Folder`, and click
:guilabel:`Install`.
.. warning::
Choosing `C:\\odoo` as the install location allows for the *Nginx* server to start. Odoo's
Windows virtual :abbr:`IoT (Internet of Things)` box software should **not** be installed inside
any of the Windows user's directories. Doing so does **not** allow for *Nginx* to initialize.
The installation may take a few minutes. When complete, click :guilabel:`Next` to continue.
Then, ensure that the :guilabel:`Start Odoo` box is checked, and click :guilabel:`Finish`. After
installation, the Odoo server runs, and automatically opens `http://localhost:8069` on a web
browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage.
.. tip::
A :ref:`restart <iot/restart_windows_iot>` of the Windows IoT program may be necessary if the web
browser does not display anything.
.. _iot/config/homepage-upgrade:
Update from the IoT box home page
@@ -182,7 +182,7 @@ Configure new rule
On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From
the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then,
select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in
`8069, 443`. Finally, click :guilabel:`Next` to continue to the next step.
`8069`. Finally click :guilabel:`Next` to continue to the next step.
On the :menuselection:`Actions` page, select :guilabel:`Allow the connection` and click
:guilabel:`Next`. The following page on the :menuselection:`Rule Configuration` wizard is the
@@ -509,7 +509,7 @@ regardless.
- :guilabel:`Application Settings`: enter the employee's :guilabel:`Billing Time Target` for the
billing rate leader board in the *Timesheets* application. Next, enter the :guilabel:`Hourly Cost`
in a XX.XX format. This is factored in when the employee is working at a :doc:`work center
<../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`.
<../../inventory_and_mrp/manufacturing/management/using_work_centers>`.
If applicable, enter the :guilabel:`Fleet Mobility Card` number.
+381 -69
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@@ -2,42 +2,36 @@
Job positions
=============
In Odoo *Recruitment*, all job positions are shown on the default dashboard in the *Recruitment*
app. This includes positions that are being actively recruited for, as well as inactive positions.
In the default :menuselection:`Recruitment` dashboard view, all job positions are shown, regardless
of status. Current published positions with active applicants are shown, as well as job positions
that have been created but have not yet been published.
Each job position is shown in an individual Kanban card. If the job position is active, and
candidates can apply, a :guilabel:`Published` banner appears in the top-right corner of the card.
Each job position is shown in an individual kanban card. If the job position is active and
candidates can apply, then a :guilabel:`Published` banner will appear in the top-right corner of the
card.
View submitted applications by clicking anywhere on a job position card.
.. image:: new_job/jobs.png
:align: center
:alt: Main dashboard view of Recruitment app showing all job positions.
:alt: Main dashboard view of Recruitment showing all job positions.
Create a new job position
=========================
To create a new job position from the main dashboard in the *Recruitment* app, click the
:guilabel:`New` button in the top-left corner, and a :guilabel:`Create a Job Position` modal
appears.
Create a new job position from the main Recruitment dashboard by clicking the :guilabel:`New` button
in the top-left corner.
First, enter the name of the :guilabel:`Job Position` (such as `Sales Manager`, `Mechanical
Engineer`, etc.) in the field.
Next, enter an :guilabel:`Application email` by typing in the first half of the email address in the
first field, then select the second half of the email using the drop-down menu in the second field.
Applicants can send a resumé to this specific email address, and Odoo creates an application for
them automatically.
When complete, click the :guilabel:`Create` button to save the entry, or the :guilabel:`Discard`
button to delete it.
Then, a :guilabel:`Create a Job Position` pop-up window will appear. From here, enter the name of
the position (such as `Sales Manager`, `Mechanical Engineer`, etc.). When complete, click the
:guilabel:`Create` button to save the entry, or the :guilabel:`Discard` button to delete it.
.. image:: new_job/job-title.png
:align: center
:alt: Create a new job position.
Once the job position has been created, it appears as a card in the Kanban view on the main
*Recruitment* app dashboard.
Once the job position has been created, it will appear as a card in the kanban view on the main
:guilabel:`Recruitment` dashboard.
Edit a new job position
-----------------------
@@ -50,43 +44,40 @@ options, and then click :guilabel:`Configuration` to edit the details.
:align: center
:alt: Edit the job position card.
All the basic information about the job position is listed under the :guilabel:`Recruitment` tab.
Enter the job description in the :guilabel:`Job Summary` tab. This information is what is visible to
potential applicants when searching for available jobs.
None of the fields are required, but it is important to configure and populate the
:guilabel:`Department`, :guilabel:`Location`, :guilabel:`Employment Type`, and :guilabel:`Job
Summary` fields, as they are all visible to prospective applicants on the website.
Recruitment
~~~~~~~~~~~
All the basic information about the job position is listed under the :guilabel:`Recruitment` tab.
None of the fields are required, but it is a good idea to provide at least a few details, such as
where the job is located.
The fields can be filled out as follows:
- :guilabel:`Department`: select the relevant department for the job position. This is visible on
the website.
- :guilabel:`Job Location`: select the physical address for the job. If the job position is remote,
leave this field blank. This is visible on the website.
- :guilabel:`Email Alias`: enter an email address to which applicants can send a resumé. Once
emailed, Odoo automatically creates an application for them.
- :guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu.
The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`,
:guilabel:`Interim`, :guilabel:`Full-Time`, and :guilabel:`Part-Time`. This is visible on the
website.
- :guilabel:`Company`: select the company the job is for. This field only appears if using a
multi-company database.
- :guilabel:`Department`: select the relevant department for the job position.
- :guilabel:`Job Location`: select the physical address for the job.
- :guilabel:`Employment Type`: select what type of position the job is, such as
:guilabel:`Full-Time`, :guilabel:`Part-Time`, etc.
- :guilabel:`Company`: select the company the job is for.
- :guilabel:`Target`: enter the number of employees to be hired for this position.
- :guilabel:`Is Published`: activate this option to publish the job online.
- :guilabel:`Website`: select the website the job is published on.
- :guilabel:`Recruiter`: select the person responsible for recruiting this role.
- :guilabel:`Interviewers`: select who should perform the interviews. Multiple people can be
- :guilabel:`Website`: select the website where the job will be published.
- :guilabel:`Recruiter`: select the person who will be doing the recruiting for this role.
- :guilabel:`Interviewers`: select who should perform the interview(s). Multiple people can be
selected.
- :guilabel:`Interview Form`: select an :ref:`Interview form <recruitment/interview>` that
applicants fill out prior to their interview.
- :guilabel:`Contract Template`: select a contract template to be used when offering the job to a
candidate.
- :guilabel:`Interview Form`: select an :ref:`Interview form <interview>` that applicants will fill
out prior to their interview.
- :guilabel:`Contract Template`: select a contract template that will be used when offering the job
to a candidate.
- :guilabel:`Process Details` section: this section contains information that is displayed online
for the job position. This informs the applicants of the timeline and steps for the recruitment
process, so they know when to expect a reply.
- :guilabel:`Time to Answer`: enter the number of days before the applicant is contacted.
- :guilabel:`Process`: enter the various stages the candidate goes through during the recruitment
process.
- :guilabel:`Process`: enter the various stages the candidate will go through during the
recruitment process.
- :guilabel:`Days to get an Offer`: enter the number of days before the applicant should expect
an offer after the recruitment process has ended.
@@ -95,13 +86,11 @@ The fields can be filled out as follows:
selected from a drop-down menu. The text is displayed on the website exactly as it appears in
this tab.
Finally, enter the job description in the :guilabel:`Job Summary` tab.
.. image:: new_job/recruitment-tab.png
:align: center
:alt: Enter job information details in the recruitment tab.
.. _recruitment/interview:
.. _interview:
Create interview form
---------------------
@@ -110,27 +99,350 @@ An *Interview Form* is used to determine if a candidate is a good fit for a job
forms can be as specific or general as desired, and can take the form of a certification, an exam,
or a general questionnaire. Interview forms are determined by the recruitment team.
Before creating an interview form, ensure the proper settings are enabled. Navigate to
:menuselection:`Recruitment app --> Configuration --> Settings`, and under the
:guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is
enabled.
Since there are no pre-configured forms in Odoo, all interview forms must be created. To create an
interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In
the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed,
several options populate beneath the entry: :guilabel:`Create (interview form name)`,
:guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...`
and a :guilabel:`Create Interview Form` modal appears.
.. image:: new_job/blank-interview-form.png
:align: center
:alt: The blank interview form modal.
All interview forms must be created, there are no pre-configured forms in Odoo. To create an
interview form, start from the recruitment tab of the :guilabel:`Job Position` form. In the
:guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed,
several options populate beneath the entry, :guilabel:`Create (interview form name)`,
:guilabel:`View all`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...`. and
a :guilabel:`Create Interview Form` pop-up window appears.
.. note::
The option :guilabel:`Search More...` only appears if there are any interview forms already
created. If no interview forms exist, the only options available are :guilabel:`Create (interview
form name)`, and :guilabel:`Create and edit...`.
The option :guilabel:`View all` only appears if there are any interview forms already created.
If no interview forms exist, the only options available are :guilabel:`Create (interview form
name)`, and :guilabel:`Create and edit...`.
Proceed to fill out the modal interview form as a typical survey. For specific directions on how to
create a survey, refer to the :doc:`survey essentials <../../marketing/surveys/create>` document,
which provides step-by-step instructions on how to create and configure a survey.
First, enter a name for the form in the :guilabel:`Name` field. This should be indicative of when
the form should be used. For example, is the form specific to a job position, or is it a general
form that can be used for all recruitment scenarios?
Next, select what kind of interview form is being created. The default is :guilabel:`Custom`, which
is pre-selected. The various options are :guilabel:`Survey`, :guilabel:`Live session`,
:guilabel:`Assessment`, :guilabel:`Custom`, and :guilabel:`Appraisal`.
Then select the person responsible for the form from the drop-down menu for the
:guilabel:`Responsible` field.
If desired, an image can be added to the interview form. Mouse over the camera icon on the far right
and a :guilabel:`✏️ (pencil)` icon appears. Click the :guilabel:`✏️ (pencil)` icon and a file
explorer window appears. Navigate to the desired image file, then click :guilabel:`Open` to select
it.
.. image:: new_job/create-interview-form.png
:align: center
:alt: The top portion of the new interview form with everything filled out and selected.
Questions
~~~~~~~~~
In the :guilabel:`Questions` tab, click on :guilabel:`Add a section` to add a section to the form. A
line appears, and a section heading can be entered. When complete, click off the line, or press
enter to lock in the new section on the form.
Next, click :guilabel:`Add a question` to add a question to the section. A :guilabel:`Create
Sections and Questions` pop-up window appears where the question details are entered. Type out the
question in the top line.
There are several :guilabel:`Question Types` to choose from:
- :guilabel:`Multiple choice: only one answer`: a multiple choice question that only allows the
candidate to select one answer
- :guilabel:`Multiple choice: multiple answers allowed`: a multiple choice question that allows the
candidate to select multiple answers
- :guilabel:`Multiple Lines Text Box`: allows the applicant to enter several lines of text
- :guilabel:`Single Line Text Box`: limits the applicant to only a single line of text
- :guilabel:`Numerical Value`: only allows a number to be entered
- :guilabel:`Date`: a calendar module is presented to select a date
- :guilabel:`Datetime`: a calendar module and a clock icon is presented to select a date and time
- :guilabel:`Matrix`: a customizable table that allows the candidate to choose an answer for each
row
After selecting a question type, a sample question appears in gray. This represents how the question
will be displayed to applicants.
.. image:: new_job/questions.png
:align: center
:alt: Add a new question to the interview form.
Questions and sections can be reorganized. Move them by clicking and dragging individual section
headings or question lines to their desired position(s).
Sections are indicated by a gray background, while questions have a white background.
.. image:: new_job/questions-matrix.png
:align: center
:alt: A sample of categories and questions for a candidate.
Answers
*******
If :guilabel:`Multiple choice: only one answer`, :guilabel:`Multiple choice: multiple answers
allowed`, :guilabel:`Single Line Text Box`, or :guilabel:`Matrix` is selected for the
:guilabel:`Question Type`, an :guilabel:`Answers` tab appears beneath the question. If another
question type is selected, the :guilabel:`Answers` tab remains hidden from view.
.. tabs::
.. tab:: Multiple choice
For both the :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice:
multiple answers allowed` question type, the answers are populated in the same way.
First, in the :guilabel:`Answers` tab, click :guilabel:`Add a line`. A line appears, and an
answer can be entered. After typing in the answer, click off the line, or press enter to lock
in the new answer on the form and have another answer line appear.
If desired, an image can be attached to the answer. Click on a line to select it, and an
:guilabel:`Upload your file` button appears on the right side. Click the :guilabel:`Upload
your file` button and a file explorer window appears. Navigate to the image file, select it,
then click :guilabel:`Open` to select it.
Repeat this for all the answers to be added for the multiple choice question. The answers can
be rearranged in any order. To move an answer, click on the six small squares on the far left
of each answer line, and drag the answer to the desired position. The order the answers appear
in the form is the order the answers will appear online.
To delete a line, click on the :guilabel:`🗑️ (trash can)` icon on the far right side of the
answer line.
.. image:: new_job/multi-answers.png
:align: center
:alt: Answers to a multiple choice question, where each line has a different answer listed.
.. tab:: Single Line Text Box
If the :guilabel:`Single Line Text Box` question type is selected, only two checkboxes appear
in the :guilabel:`Answers` tab:
- :guilabel:`Input must be an email`: activate this option if the answer must be in the format
of an email address.
- :guilabel:`Save as user email?`: this option appears if :guilabel:`Input must be an email`
is selected. This saves the email entered on the form as the user's email, and will be
used anytime Odoo contacts the user via email.
- :guilabel:`Save as user nickname?`: activate this option to populate the answer as the
user's nickname. This is stored and used anywhere Odoo uses a nickname.
.. image:: new_job/single-line.png
:align: center
:alt: The three possible checkboxes that can appear if a single line of text is selected
for the question type.
.. tab:: Matrix
Sometimes, a question is asked that does not fit a standard answer format, and is best suited
for a matrix. For example, asking an applicant what is their availability to work compared to
the various shifts is a perfect question for a matrix format. In this example, an applicant
can click on all the shifts they are available to work.
For a :guilabel:`Matrix` question type, there are two sets of data that need to be input. The
rows and columns must both be configured. The columns are represented by the
:guilabel:`Choices` section, while the rows are configured in the :guilabel:`Rows` section.
The method for populating both sections is the same. In the :guilabel:`Answers` tab, click
:guilabel:`Add a line` in either the :guilabel:`Choices` or :guilabel:`Row` section. A line
appears, and an answer can be entered. After typing in the answer, click off the line, or
press enter to lock in the new answer on the form and have another answer line appear. Repeat
this for all answers for both the :guilabel:`Choices` and :guilabel:`Rows` sections.
.. figure:: new_job/matrix.png
:align: center
This is an example matrix that asks an applicant what shifts they are available to work on
Saturdays and Sundays, either morning, afternoon, or evening.
Description
***********
Enter any information that may be helpful to an applicant. This description will appear for this
specific question only, and therefore should be question-specific and not generalized.
Options
*******
To view the options that are available to set for a question, click on the :guilabel:`Options` tab.
The :guilabel:`Layout`, :guilabel:`Constraints`, and :guilabel:`Live Sessions` sections are
universal for all :guilabel:`Question Types`, while the :guilabel:`Answers` tab is specific to the
:guilabel:`Question Type` selected, and changes based on the selection.
Answers
^^^^^^^
- :guilabel:`Multiple choice: only one answer` and :guilabel:`Multiple choice: multiple answers
allowed`: a :guilabel:`Show Comments Field` option appears. Activate the option to allow the
applicant to answer the question by typing in an answer (or comment). A :guilabel:`Comment
Message` and :guilabel:`Comment is an answer` field appear if activated. Enter the text to appear
in the :guilabel:`Comment Message` field. This should be helpful to the applicant, such as `If
other, please specify`. Last, if the comment should be logged as the applicant's answer, activate
the box.
- :guilabel:`Multiple Lines Text Box`: a :guilabel:`Placeholder` field appears. Enter any text that
should appear with the question to help clarify how the applicant should answer.
- :guilabel:`Single Line Text Box` and :guilabel:`Numerical Value`: a :guilabel:`Validate entry`
option appears. Activate this option if what the applicant enters must be a numerical value, *and*
needs to be verified. The answer can *only* be verified if it is a numerical entry. When
activated, several other options appear. Enter the values for the :guilabel:`Min/Max Limits` in
the two fields. Next, enter the text that appears when the answer given does not fit within the
designated minimum and maximum parameters. Last, enter any text in the :guilabel:`Placeholder`
field to provide any additional information or directions to assist the applicant.
- :guilabel:`Date` and :guilabel:`Datetime`: a :guilabel:`Validate entry` option appears. Activate
this option if the applicant's answer needs to be verified. When activated, several other options
appear. Enter the date ranges for the :guilabel:`Min/Max Limits` in the two fields. Click on
a field, either the :guilabel:`minimum` or :guilabel:`maximum`, and a calendar appears. Select the
dates for the corresponding fields. Next, enter the text that appears when the answer given does
not fit within the designated minimum and maximum dates. Last, enter any text in the
:guilabel:`Placeholder` field to provide any additional information or directions to assist the
applicant.
- :guilabel:`Matrix`: the first option that appears is :guilabel:`Matrix Type`. Select either
:guilabel:`One choice per row` or :guilabel:`Multiple choices per row` using the drop-down menu.
The next option is :guilabel:`Show Comments Field`. Activate the option if there should be a
comment displayed to the applicant. If activated, a :guilabel:`Comment Message` and
:guilabel:`Comment is an answer` field appear. Enter the text to appear in the :guilabel:`Comment
Message` field. This should be an instruction helpful to the applicant, such as `If other, please
specify`. Last, if the comment should be logged as the applicant's answer, activate the box.
Constraints
^^^^^^^^^^^
If the question is required to be answered by the applicant, activate the box next to
:guilabel:`Mandatory Answer`. An :guilabel:`Error message` field appears, with some example text in
gray (*This question requires an answer*). Enter the message that should appear if the applicant
attempts to move on to the next question without answering this required one. The text should
explain that the question must be answered.
Layout
^^^^^^
If the question should only appear if a previous question is answered in a specific way, activate
the :guilabel:`Conditional Display` option. A new :guilabel:`Triggering Question` field appears.
Using the drop-down menu, select the previous question this new question is linked to. Once a
previous question is selected, a :guilabel:`Triggering Answer` field appears. Select the answer that
must be selected in order for the new question to appear.
.. example::
To further illustrate a triggering question, the following is an example that is applicable to
recruitment. The question, `Do you have experience with managing a sales team?` is already
added. A new question is then added, `How many years of experience?`. This question should *only*
appear if the applicant selected `Yes` to the question `Do you have prior experience managing a
sales team?`.
To properly configure this example, activate the :guilabel:`Conditional Display` option. Then,
select `Do you have experience with managing a sales team?` as the :guilabel:`Triggering
Question`. Then, select :guilabel:`Yes` for the triggering answer.
.. image:: new_job/layout.png
:align: center
:alt: The layout field when properly configured for a conditional question.
Live Sessions
^^^^^^^^^^^^^
If the question is for a live session, activate the :guilabel:`Question Time Limit` option. A
:guilabel:`seconds` field appears. Enter the amount of time allotted for the applicant to enter the
answer, in seconds.
Options
~~~~~~~
Next, configure the various options for the interview form. Click the :guilabel:`Options` tab to
view all the options to configure, by category.
Questions
*********
- :guilabel:`Pagination`: choose how the questions should be displayed.
- :guilabel:`One page per question`: display a single question on each page.
- :guilabel:`One page per section`: display each section with the corresponding questions on an
individual page.
- :guilabel:`One page with all the questions`: display all sections and questions at the same
time.
- :guilabel:`Display Progress as`: choose how to display the percentage of questions remaining to
answer. This option only appears if either :guilabel:`One page per question` or :guilabel:`One
page per section` is selected for :guilabel:`Pagination`.
- :guilabel:`Percentage left`: display the remaining amount in a percentage (%).
- :guilabel:`Number`: display the remaining amount in a numerical value.
- :guilabel:`Question Selection`: choose which questions are presented.
- :guilabel:`All questions`: display the entire form, with all questions form all sections.
- :guilabel:`Randomized per Section`: display only a random selection of questions from each
section.
- :guilabel:`Back Button`: activate this option if the applicant is able to click a back button to
go back to previous questions.
.. note::
Although it is a selectable option, the :guilabel:`Randomized per section` option should only be
used if receiving partial information/an incomplete survey from every applicant is acceptable to
the business.
Time & Scoring
**************
- :guilabel:`Survey Time Limit`: activate this option to limit the time allowed to complete the
form. When selected, a field to enter the minutes appears next to the checked box. Enter the time
(using an XX:XX minute/second format) in the field.
- :guilabel:`Scoring`: choose how the questions should be scored.
- :guilabel:`No scoring`: select this option to not score the form.
- :guilabel:`Scoring with answers at the end`: select this option to score the form and display
the correct answers for the candidate when they are finished with the form.
- :guilabel:`Scoring without answers at the end`: select this option to score the form but not
display the answers to the candidate.
- :guilabel:`Required Score (%)`: this option appears if one of the scoring options was selected.
Enter the percentage the candidate needs to pass the exam (example, 80.00%). The entry should be
written in an “XX.XX” format.
- :guilabel:`Is a Certification`: activate this option if the form is a certification exam. When
activated, a drop-down menu appears next to the checkbox. Select one of the default formats for
the PDF certificate that will be sent to the candidate after completing the certification exam.
Click the :guilabel:`Preview` button to view an example of the PDF certificate.
- :guilabel:`Certified Email Template`: if the :guilabel:`Is a Certification` box is activated, a
:guilabel:`Certified Email Template` appears. Select the email template from the drop-down menu
that is to be used when the applicant passes the test. Click the :guilabel:`External Link` icon to
the right of the email template to preview the email.
Participants
************
- :guilabel:`Access Mode`: specify who can access the exam. Either :guilabel:`Anyone with the link`
or :guilabel:`Invited people only`.
- :guilabel:`Require Login`: activate this option to require candidates to log in before taking the
exam, whether they have a valid token or not.
- :guilabel:`Limit Attempts`: if there is a limit to how many times the exam can be taken, activate
this box, then enter the maximum attempt number in the field next to it.
Live Session
************
- :guilabel:`Session Code`: enter the access code that will allow the viewers into the live exam
session.
- :guilabel:`Session Link`: the link appears in a box next to the :guilabel:`Session Link` option.
Click the :guilabel:`Copy` button to copy the link.
- :guilabel:`Reward quick answers`: if the exam is to be taken live, activate this option to award
more points to participants who answer quickly.
After all fields have been entered, click the :guilabel:`Save` button to save the changes, or click
:guilabel:`Discard` to delete the changes.
.. image:: new_job/options.png
:align: center
:alt: Various options to configure for the interview form.
Description
~~~~~~~~~~~
When the applicant begins the survey, the text entered in this tab appears at the top of the survey
page. Enter any information or descriptions that would be helpful to the applicant.
End Message
~~~~~~~~~~~
After the survey is complete, the message entered in this tab is displayed for the applicant.
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@@ -1,125 +1,90 @@
=======================
Shipping cost invoicing
=======================
=================================================
How to invoice the shipping cost to the customer?
=================================================
.. _inventory/shipping/invoice:
Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping
factors like distance, weight, and method.
Overview
========
In Odoo, shipping costs can be invoiced in two ways:
There are two ways to invoice the shipping costs:
#. Agree with the customer on a fixed cost and :ref:`include it in the sale order.
<inventory/shipping/invoice-so>`
1. Agree with the customer over a cost and seal it down in the sale
order
#. :ref:`Invoice shipping costs to the customer post-delivery
<inventory/shipping/invoice-shipping>`, reflecting the actual expenses incurred by the business.
2. Invoice the real cost of the shipping.
Configuration
=============
To set prices to delivery methods, go to :menuselection:`Inventory app --> Configuration -->
Settings`. Under the :guilabel:`Shipping` section, enable the :guilabel:`Delivery Methods` feature.
Then, click :guilabel:`Save`.
To configure the price of your delivery methods, go to the **Inventory**
app, click on :menuselection:`Configuration --> Delivery --> Delivery Methods`.
.. image:: invoicing/enable-delivery.png
You can manually set a price for the shipping: It can be fixed or based
on rules.
Or you can use the transportation company computation system by :doc:`integrating a third-party
shipper <../setup_configuration/third_party_shipper>`.
How to invoice the shipping costs to the customer?
==================================================
Invoice the price set on the sale order
---------------------------------------
On your sale order, choose the carrier that will be used. Click on
**Delivery Method** to choose the right one.
.. image:: invoicing/invoicing06.png
:align: center
:alt: Enable the "Delivery Methods" feature in Settings.
Add shipping method
===================
The price is computed when you **save** the sale order or when you click on
**Set price**.
Next, configure the the price of each delivery method by going to :menuselection:`Inventory app -->
Configuration --> Shipping Methods` and click the :guilabel:`Create` button. Doing so opens a form
to provide details about the shipping provider, including:
To invoice the price of the delivery charge on the sale order, click on
**Set price**, it will add a line with the name of the delivery method as
a product. It may vary from the real price.
- :guilabel:`Shipping Method` (*required*) the name of the delivery method (e.g. `flat-rate
shipping`, `same day delivery`, etc.).
- :guilabel:`Provider` (*required*): choose the delivery service, like FedEx, if using a
third-party carrier Ensure the integration with the shipping carrier is properly installed and
select the provider from the drop-down menu.
When you create the invoice, it will take the price set on the sale
order.
.. seealso::
:doc:`../setup_configuration/third_party_shipper`
- :guilabel:`Company`: if the shipping method should apply to a specific company, select it from the
drop-down menu. Leave the field blank to apply the method to all companies.
- :guilabel:`Website`: configure shipping methods for an e-commerce page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages.
- :guilabel:`Delivery Product` (*required*): the product listed on the :ref:`sales order line
<inventory/shipping/invoice-on-so>` as the delivery charge.
- :guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer
spends above the specified amount.
.. _inventory/shipping/invoice-so:
Invoice cost on sales order
===========================
To invoice shipping costs on the sales order, before the item is delivered, go to the
:menuselection:`Sales app` and select the desired sales order.
On the sales order, click the :guilabel:`Add Shipping` button at the bottom-right corner.
.. image:: invoicing/add-shipping.png
.. image:: invoicing/invoicing01.png
:align: center
:alt: Click "Add Shipping" button at the bottom right, near the total.
In the :guilabel:`Add a shipping method` pop-up window, choose the intended carrier in the
:guilabel:`Shipping Method` field.
Invoice the real shipping costs
-------------------------------
Then, click the :guilabel:`Get Rate` button to the calculate shipping price based on real-time
shipping data Odoo's shipping carrier integration.
On your sale order, choose the carrier that will be used. Click on
**Delivery Method** to choose the right one.
The :guilabel:`Cost` is automatically calculated using the weight of the items in the order.
Finally, click the :guilabel:`Add` button to close the window.
.. image:: invoicing/add-a-shipping-method.png
.. image:: invoicing/invoicing05.png
:align: center
:alt: Calculate shipping by selecting a shipping method.
.. _inventory/shipping/invoice-on-so:
The price is computed when you **save** the sale order. Confirm the sale
order and proceed to deliver the product.
On the sales order, the delivery product appears in the :guilabel:`Order Lines` tab, with the
:guilabel:`Unit Price` set as the shipping cost calculated in the :guilabel:`Add a shipping method`
pop-up window.
The real shipping cost is computed when the delivery order is
validated, you can see the real cost in the chatter of the delivery order.
.. image:: invoicing/delivery-product.png
.. image:: invoicing/invoicing02.png
:align: center
:alt: Show delivery product on the sales order line.
Finally, after the product is delivered, click the :guilabel:`Create invoice` button, and an invoice
is created that includes the shipping cost that was added earlier.
Go back to the sale order, the real cost is now added to the sale
order.
.. image:: invoicing/create-invoice.png
.. image:: invoicing/invoicing03.png
:align: center
:alt: Show "Create Invoice" button.
Then, click the :guilabel:`Create and View Invoice` button, and a draft invoice is generated, with
the shipping cost included in the :guilabel:`Invoice Lines` tab.
When you create the invoice, it will take the price computed by the
carrier.
.. image:: invoicing/invoice-line.png
.. image:: invoicing/invoicing04.png
:align: center
:alt: Show delivery product in the invoice line.
.. _inventory/shipping/invoice-shipping:
Invoice real shipping costs
===========================
To modify the invoice to reflect the real cost of shipping, follow the steps :ref:`above
<inventory/shipping/invoice-so>` to create an invoice with a delivery product with a :guilabel:`Unit
Price` of zero.
Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the real shipping cost.
Finally, invoice the customer the adjusted shipping cost by clicking :guilabel:`Confirm`.
.. image:: invoicing/invoice-cost.png
:align: center
:alt: Show delivery product on the invoice line.
.. note::
If you split the delivery and make several ones, each delivery
order will add a line to the sale order.
.. seealso::
- :doc:`../setup_configuration/third_party_shipper`
- :doc:`labels`
* :doc:`../setup_configuration/third_party_shipper`
* :doc:`labels`
@@ -1,3 +1,4 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
@@ -18,7 +19,5 @@ allow workers to trigger maintenance operations, feedback loops, quality issues,
.. toctree::
:titlesonly:
manufacturing/basic_setup
manufacturing/advanced_configuration
manufacturing/workflows
manufacturing/management
manufacturing/shop_floor
@@ -1,14 +0,0 @@
:nosearch:
======================
Advanced configuration
======================
.. toctree::
:titlesonly:
advanced_configuration/product_variants
advanced_configuration/kit_shipping
advanced_configuration/sub_assemblies
advanced_configuration/using_work_centers
advanced_configuration/work_order_dependencies
@@ -1,14 +0,0 @@
:nosearch:
===========
Basic setup
===========
.. toctree::
:titlesonly:
basic_setup/configure_manufacturing_product
basic_setup/bill_configuration
basic_setup/one_step_manufacturing
basic_setup/two_step_manufacturing
basic_setup/three_step_manufacturing
@@ -0,0 +1,26 @@
:nosearch:
=======================
Manufacturing workflows
=======================
.. toctree::
:titlesonly:
management/bill_configuration
management/product_variants
management/kit_shipping
management/sub_assemblies
management/subcontracting
management/use_mps
management/using_work_centers
management/work_center_time_off
management/scrap_manufacturing
management/manufacturing_backorders
management/configure_manufacturing_product
management/split_merge
management/work_order_dependencies
management/unbuild_orders
management/one_step_manufacturing
management/two_step_manufacturing
management/three_step_manufacturing
@@ -87,10 +87,9 @@ their respective drop-down menus.
Enable the :guilabel:`Replenish Scrapped Quantities` checkbox if a picking order should be created
to replace the scrapped component(s) upon confirmation of the scrap order. This option should only
be enabled for warehouses with :doc:`two-step <../basic_setup/two_step_manufacturing>` or
:doc:`three-step <../basic_setup/three_step_manufacturing>` manufacturing enabled, since components
are not picked as part of the :doc:`one-step <../basic_setup/one_step_manufacturing>` manufacturing
process.
be enabled for warehouses with :doc:`two-step <two_step_manufacturing>` or :doc:`three-step
<three_step_manufacturing>` manufacturing enabled, since components are not picked as part of the
:doc:`one-step <one_step_manufacturing>` manufacturing process.
.. image:: scrap_manufacturing/scrap-window.png
:align: center
@@ -16,7 +16,7 @@ products must be configured. Therefore, the first step is to create the semi-fin
their :abbr:`BoMs (Bills of Materials)`.
.. seealso::
:doc:`../basic_setup/bill_configuration`
:doc:`bill_configuration`
.. image:: sub_assemblies/semifinished-product-bom.png
:align: center

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