Compare commits
121 Commits
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bcbdbf00b2 |
[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 |
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809f29dc71 |
[I18N] *: export 15.0 translations
closes odoo/documentation#8079
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041929d7b0 |
[ADD] inventory: add reservation methods docs
closes odoo/documentation#8095
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d90d6d990e |
[IMP] misc: email comm add allowed alias sys parameter
closes odoo/documentation#8090
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9e21fdea23 |
[IMP] iot: ts scale exception
closes odoo/documentation#8085
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e2fec985a6 |
[IMP] barcode: update hardware setup doc
closes odoo/documentation#8071
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f4cfa38ac0 |
[IMP] inventory: putaway rules
closes odoo/documentation#8051
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a5c3441bda |
[ADD] inventory: packaging
closes odoo/documentation#8030
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cc427a0fea |
[IMP] helpdesk: update helpcenter doc
closes odoo/documentation#8033
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156980164a |
[FIX] deploy: enable HSTS also for websocket
Fine tunning of |
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0fab281c12 |
[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#8043
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e23005c5cc |
[IMP] inventory: gme's comments on packages
closes odoo/documentation#8002
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1d0d45d928 |
[ADD] inventory: package use and type
closes odoo/documentation#7993
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0a0991bbca |
[FIX] amazon_connector: change to more complete links
closes odoo/documentation#7943
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5824b76579 |
[ADD] integration: geolocation
task-3694395
closes odoo/documentation#7978
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10cc7aa831 |
[ADD] appraisals: new documentation
closes odoo/documentation#7891
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2ad21589d7 |
[IMP] Employees: updating new employee doc for version 17
closes odoo/documentation#7875
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4b4d568624 |
[IMP] payroll: update work entries, add menu
closes odoo/documentation#7874
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5bb59f4083 |
[IMP] Payroll: updating ocnfiguration doc for 17
closes odoo/documentation#7873
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bd6eb29718 |
[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#7963
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9bbf59a5c0 |
[IMP] misc: voip onsip version 17 changes
closes odoo/documentation#7946
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e0f0b3dbc6 |
[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#7933
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e944826961 |
[IMP] marketing automation: overview content
closes odoo/documentation#7932
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2c4e558804 |
[IMP] barcode: update zebra instructions
closes odoo/documentation#7931
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5129d832f5 |
[ADD] website: building blocks
task-3693628
closes odoo/documentation#7927
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4250fd8475 |
[ADD] administration: neutralized database
closes odoo/documentation#7924
Task: 3572950
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4ee2fdd8f8 |
[IMP] inventory: combine uom and usage into one doc
closes odoo/documentation#7906
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1829ea1dce |
[IMP] inventory: add visibility days section
closes odoo/documentation#7917
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797c47bfdd |
[IMP] inventory: direct carrier contract
closes odoo/documentation#7913
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a4246ae24a |
[ADD] Website: adding link to the themes documentation
taskid-3685215
closes odoo/documentation#7901
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7816b13536 |
[IMP] localization/spain
Updated the Spain localization page
taskid-3736761
closes odoo/documentation#7892
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e4def45a33 |
[IMP] maintain: domain names
task-3595179
closes odoo/documentation#7885
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25b787e8bc |
[ADD] Quality: Quality alerts doc
closes odoo/documentation#7823
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98cb1ebac3 |
[IMP] accounting/l10n_pe: delivery guide 2.0 peru
closes odoo/documentation#7853
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de33f53535 |
[IMP] pos: update the whole page
task-3005131
closes odoo/documentation#7803
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82a1564ab8 |
Update send_quotes.rst
Removed "see also" links that lead nowhere
closes odoo/documentation#7736
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564ac8fd7d |
[IMP] sales: mrkt conn ebay exception
closes odoo/documentation#7868
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98b21d0c02 |
[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#7859
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1ea67923d6 |
[IMP] misc: voip onsip edits
closes odoo/documentation#7856
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f06fbeff06 |
[IMP] iot: windows iot worldline exception
closes odoo/documentation#7839
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13cf7f74fa |
[IMP] iot: troubleshooting add barcode exception
closes odoo/documentation#7832
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5c3bb77fae |
[IMP] install: enterprise packaged installers note
task-3536177
closes odoo/documentation#7819
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a9ba3516d6 |
[ADD] Website: website themes page creation
taskid-3685215
closes odoo/documentation#7791
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33cfa48bc7 |
[IMP] iot: filter printers based on subtype
Add a Subtype field to the iot devices, if the subtype is not correct, users can change it in the iot Devices list task id : 2146229 closes odoo/documentation#7794 Author: viforget Co-author: tiku-odoo Signed-off-by: Zachary Straub (zst) <zst@odoo.com> |
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85750cdef1 |
[ADD] fiscal localizations: managing negative discount lines
Clarifying the application of managing negative lines, this commit elucidates how to effectively utilize the global discount setting. The inclusion of this feature enhances user understanding and proficiency, providing insights into the functionality of the newly introduced setting for handling negative discount lines. closes odoo/documentation#7001 Task: 3638605 Related: odoo/odoo#146969 Signed-off-by: Vraj Panchal (vrpa) <vrpa@odoo.com> |
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32ba97eeec |
[ADD] planning: new page planning basics
New doc concerning planning basics, e.g. creating roles, first shitfs,
configuration, etc.
taskid-3648638
closes odoo/documentation#7764
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669669d275 |
[ADD] POS: configure and use the ship later feature
task-3095674
closes odoo/documentation#7788
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f9ca4efa04 |
[IMP] subscriptions: corrected error about recurring products tip
closes odoo/documentation#7768
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8505bd7bb6 |
[IMP] subscriptions: update close subs doc for 17
closes odoo/documentation#7767
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a09a1e3f97 |
[IMP] helpdesk: update sla doc
closes odoo/documentation#7770
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54c328611c |
[FW][FIX] tutorials/getting_started: typo in 'estate'
closes odoo/documentation#7786 Forward-port-of: odoo/documentation#7772 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com> |
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81225fe2d6 |
[IMP] l10n: update CodaBox documentation
This commit updates the documentation of CodaBox:
- new connection process
- new revocation process
- modified potential errors
closes odoo/documentation#7771
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032e4ebb17 |
[IMP] inventory: sell stock virtual warehouse
closes odoo/documentation#7760
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39c408d30a |
[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#7742
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ac3d25aa65 |
[IMP] helpdesk: update receiving tickets
closes odoo/documentation#7738
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c5eef612ab |
[IMP] subscriptions: updated reports doc for 17
closes odoo/documentation#7732
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65935fdd3a |
[FIX] odoo_theme: add bottom margin to inner lists
closes odoo/documentation#7730
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262ecf4ed3 |
[IMP] MRP: Scrap during manufacturing
closes odoo/documentation#7714
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279ae26b85 |
[IMP] supported_versions: release saas-17.1
closes odoo/documentation#7708
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670084cbcf |
[REF] marketing automation: move getting started
closes odoo/documentation#7697
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2d5e29fd90 |
[IMP] Website Analytics: adding Google Tag Manager documentation
taskid-3650278
closes odoo/documentation#7695
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35711446e8 |
[IMP] payment_providers/stripe: improve structure and add Enable Apple Pay button
task-3697828
closes odoo/documentation#7688
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12b8b20ad4 |
[IMP] helpdesk: getting started doc updates
closes odoo/documentation#7677
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e4aac1214b |
[IMP] Misc VoIP Version 17 Specific Changes
closes odoo/documentation#7675
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6427517626 |
[IMP] Website: updating seo documentation
taskid-3499195
closes odoo/documentation#7648
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99751542c7 |
[IMP] orm: renaming of group_operator -> aggregator
closes odoo/documentation#5541 Related: odoo/enterprise#46795 Related: odoo/odoo#127353 Signed-off-by: Rémy Voet (ryv) <ryv@odoo.com> |
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ad749706ec |
[IMP] orm: changelog about group/aggregate/order by no-store related fields
Part-of: odoo/documentation#5541 |
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3d55908b4c |
[ADD] Misc: VoIP Axivox Dial Plan Edits
closes odoo/documentation#7657
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676c234151 |
[IMP] subscriptions: update automation rules doc for 17
closes odoo/documentation#7639
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35d79a866a |
[ADD] Frontdesk: new documentation for new app
closes odoo/documentation#7638
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f9c0be63ee |
[ADD] Quality: Control points doc
closes odoo/documentation#7635
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209864139d |
[IMP] MRP: Backorders Shop Floor workflow
closes odoo/documentation#7571
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6482fb8440 |
[IMP] Quality: Pass - Fail check Shop Floor
closes odoo/documentation#7562
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973d5800d2 |
[IMP] web: update javascript odoo modules
This commit adapts the javascript modules section with the last update https://github.com/odoo/odoo/pull/142858 and some outdated features. closes odoo/documentation#7640 Signed-off-by: Michaël Mattiello (mcm) <mcm@odoo.com> |
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412f844589 |
[IMP] Quality: Quality checks Shop Floor
closes odoo/documentation#7574
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4299eed3cd |
[IMP] Quality: Measure check Shop Floor
closes odoo/documentation#7572
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ee71f1eb9a |
[ADD] purchase: add new temp rr doc
closes odoo/documentation#7631
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b87b0b335a |
[IMP] POS: path to configure payment terminals
task-3684488
closes odoo/documentation#7608
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6a69730316 |
[IMP] Studio: add a data table using the report editor
task-3698568
closes odoo/documentation#7622
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603518a6c5 |
[REF] inventory: move removal strats into own folder
closes odoo/documentation#7617
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7519600559 |
[IMP] Productivity IoT Windows Add Admonition Block
closes odoo/documentation#7615
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5a512bbdcf |
[IMP] Misc Auth LDAP Typo Edits
closes odoo/documentation#7590
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9e75bca747 |
[IMP] Quality: Take a Picture check Shop Floor
closes odoo/documentation#7573
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7c3abb5af5 |
[IMP] accounting: reconciliation models update
task-3377307
closes odoo/documentation#7514
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89cfd364dc |
[IMP] Quality: Instructions check Shop Floor
closes odoo/documentation#7557
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8d9d0c90ed |
[IMP] misc: IAP grammar updates and new image
closes odoo/documentation#7554
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cce9456f93 |
[ADD] Time Off: new documentation needed
closes odoo/documentation#7537
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1febb15453 |
[ADD] Upgrade documentation: Upgrade scripts and Util package
closes odoo/documentation#7550
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832628a8c7 |
[IMP] MRP: Update Manufacturing step docs for Shop Floor
closes odoo/documentation#7500
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b84e81d3a1 |
[IMP] elearning: set prerequisite courses
taskid-3433600
closes odoo/documentation#7542
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4f098945d7 |
[ADD] localizations: indonesia qris
Adding QRIS documentation from the following PR https://github.com/odoo/odoo/pull/146926 closes odoo/documentation#7477 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com> |
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86fac322d3 |
[IMP] payment_providers: payment methods + restructure doc page
task-3570280
closes odoo/documentation#7527
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958fa599e1 |
[FIX] reference/user_interface: filter element name is mandatory
The filter element attribute 'name' is now required since
odoo/odoo/commit/4ddc3231
closes odoo/documentation#7523
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0604fb56f9 |
[IMP] Studio: new report editor
task-3553091
closes odoo/documentation#7518
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3fe09dd653 |
[IMP] pos: note about products loading
task-3095675
closes odoo/documentation#7509
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06eaf3a0c7 |
[IMP]Productivity WhatsApp Enterprise Edit
closes odoo/documentation#7502
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14c0438764 |
[IMP] reference/user_interface: reformat and clarify views reference
In particular, the following changes are made:
- Use the `class` and `attribute` admonitions along with custom
attributes to define classes, views' root attributes, views'
components, and attribute values. This allows re-using the responsive
design that was made for reference lists, and getting rid of the
previous implementation that relied on class attributes, which were not
intended for this usage and reduce readability while hindering further
contributions due to a lack of flexibility (no admonitions,
sub-attributes...)
- Use definition lists to define view types to allow for clearer and
longer descriptions.
- Rewrite and restructure the explanations when there is a lack clarity.
- Extract duplicated content to included RST files.
- Display SVG images into dedicated admonitions.
- Fix RST and English mistakes.
- Rename `view_architecture` to `view_architectures`, as it lists all
existing architectures and doesn't describe "the architecture of a
view".
- Replace underscores with hyphens in image file names to improve SEO.
task-3458320
closes odoo/documentation#5237
closes odoo/documentation#7497
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db3db3c727 |
[IMP] IoT Printer doc edits
closes odoo/documentation#7496
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1be6f341dd |
[IMP] Website: menus
Update screenshots to reflect V17
closes odoo/documentation#7400
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39541bb745 |
[ADD] POS: page to setup and use product combos
Task-3604850
closes odoo/documentation#7485
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157c1e18ea |
[RMV]Sales: remove snyc menu line ebay connector
closes odoo/documentation#7471
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ab5c9feb40 |
[ADD] payment_providers: Xendit
Documentation for Xendit payment provider
taskid-2946329
closes odoo/documentation#7475
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6c3385cf90 |
[I18N] *: export 16.0 translations
closes odoo/documentation#7473
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b53427ddde |
[IMP] subscriptions: update renewals doc
closes odoo/documentation#7433
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e6dbd3d9e4 |
[IMP] Microsoft Azure Email Phrasing update
closes odoo/documentation#7462
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646bfe2e2c |
[RMV]VOIP:Scrub Asterisk Docs
closes odoo/documentation#7445
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e620f27378 |
[ADD] inventory: least packages removal strategy
closes odoo/documentation#7417
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f10c8d4ad2 |
[IMP] barcode: update adjustments doc
closes odoo/documentation#7424
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b4cab2a3db |
[FIX] requirements: fix sphinxcontrib versions
It seems that the latest version if sphinx contrib libs needs sphinx 5.0.
closes odoo/documentation#7413
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999c8db465 |
[IMP] l10n: Codabox for Belgium
Add Codabox Belgium documentation following the introduction of the
module introduced in https://github.com/odoo/enterprise/pull/47607
task-id 3592955
closes odoo/documentation#7405
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6ec9eb1fcc |
[ADD] inventory: lifo removal strategy
closes odoo/documentation#7373
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baab56946f |
[IMP] sign: tags, signing orders, reminders, expiration dates
task-3609727
New features are available in v17:
Modify tags on signed documents.
Send automatic email reminders to people who have yet to sign a document after a set delay.
Signing order available as soon as you have more than one signer
Setting expiration dates on signature requests.
closes odoo/documentation#7275
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73499c595e |
[IMP] accounting: peppol
In 17.0 we have introduced some additional features in Peppol:
- switching between the demo mode/test mode/live
- better UI that allows fetch peppol message status, new documents, etc from the accounting dashboard
- peppol ready filter to filter customer invoices that are ready to be sent via peppol
part of:
task-3614809
closes odoo/documentation#7402
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2c1277d0f7 |
[IMP] accounting: internal transfers
taskid-3663508
closes odoo/documentation#7401
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fc98af5814 |
[ADD] inventory: closest locations removal strat
closes odoo/documentation#7367
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d0b7363de5 |
[IMP] conf: special case alt lang links for legal terms
Legal terms live under specific URL as their translations are not managed in the same manner. Layout is like this: /terms/enterprise.html (EN) /terms/i18n/enterprise_fr.html (FR) This commit adapts the generation of alternative languages links for each "legal terms page", so that it targets the correct i18n link, or goes back to the canonical EN one, depending on the target language. closes odoo/documentation#7382 closes odoo/documentation#7384 closes odoo/documentation#7387 Signed-off-by: Olivier Dony (odo) <odo@odoo.com> |
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65f1e3ce0a |
[CHG] legal: make Spanish partnership contract official
Removed the "not legally binding" warning, as Odoo now has official establishments in countries when Spanish contracts are mandatory and need to be binding. More careful reviews of the Spanish translations will be necessary from now on. Part-of: odoo/documentation#7387 |
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a48ebe55bf |
[IMP] legal: update spanish Enterprise contract to v10a
Including spellchecking and proper emphasis of some important terms, and the disambiguation of "Extra Covered Modules" and "Bug" Removed the "not legally binding" warning, as Odoo now has official establishments in countries when Spanish contracts are mandatory and need to be binding. More careful reviews of the Spanish translations will be necessary from now on. Part-of: odoo/documentation#7387 |
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3d28850a40 |
[FIX] redirects: redirection loop on install.rst
closes odoo/documentation#7392
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83a68e4b9b |
[MOV] geo ip installation: move page to install
Page moved from Websites to Install section
taskid-3512515
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|
be60243eff |
[IMP] orm: update changelog for the new flush strategy
closes odoo/documentation#7194 Related: odoo/upgrade#5469 Related: odoo/odoo#144747 Related: odoo/enterprise#53380 Signed-off-by: Rémy Voet (ryv) <ryv@odoo.com> |
@@ -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",
|
||||
@@ -478,8 +479,24 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
|
||||
_version = _version or app.config.version
|
||||
_lang = _lang or app.config.language or 'en'
|
||||
_canonical_page = f'{pagename}.html'
|
||||
|
||||
# legal translations have different URLs schemes as they are not managed on transifex
|
||||
# e.g. FR translation of /terms/enterprise => /fr/terms/enterprise_fr
|
||||
if pagename.startswith('legal/terms/'):
|
||||
if _lang in legal_translations and not pagename.endswith(f"_{_lang}"):
|
||||
# remove language code for current translation, set target one
|
||||
_page = re.sub("_[a-z]{2}$", "", pagename)
|
||||
if 'terms/i18n' not in _page:
|
||||
_page = _page.replace("/terms/", "/terms/i18n/")
|
||||
_canonical_page = f'{_page}_{_lang}.html'
|
||||
elif _lang == 'en' and pagename.endswith(tuple(f"_{l}" for l in legal_translations)):
|
||||
# remove language code for current translation, link to original EN one
|
||||
_page = re.sub("_[a-z]{2}$", "", pagename)
|
||||
_canonical_page = f'{_page.replace("/i18n/", "/")}.html'
|
||||
|
||||
if app.config.is_remote_build:
|
||||
_canonical_page = _canonical_page.replace('index.html', '')
|
||||
|
||||
return f'{_root}' \
|
||||
f'{f"/{_version}" if app.config.versions else ""}' \
|
||||
f'{f"/{_lang}" if _lang != "en" else ""}' \
|
||||
|
||||
@@ -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
|
||||
=======================
|
||||
|
||||
@@ -1,49 +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
|
||||
@@ -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.
|
||||
@@ -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`
|
||||
|
Before Width: | Height: | Size: 12 KiB |
|
Before Width: | Height: | Size: 8.9 KiB |
|
Before Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 32 KiB |
|
Before Width: | Height: | Size: 7.2 KiB |
@@ -0,0 +1,35 @@
|
||||
====================
|
||||
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.**
|
||||
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
@@ -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`
|
||||
|
Before Width: | Height: | Size: 2.8 KiB After Width: | Height: | Size: 2.8 KiB |
|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
|
Before Width: | Height: | Size: 6.0 KiB After Width: | Height: | Size: 6.0 KiB |
@@ -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
|
||||
|
||||
|
||||
@@ -1,6 +1,8 @@
|
||||
==============================
|
||||
On-premise database management
|
||||
==============================
|
||||
:show-content:
|
||||
|
||||
==========
|
||||
On-premise
|
||||
==========
|
||||
|
||||
Register a database
|
||||
===================
|
||||
@@ -19,7 +21,6 @@ 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
|
||||
|
||||
@@ -42,13 +43,11 @@ Solutions
|
||||
<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?
|
||||
|
||||
@@ -61,7 +60,6 @@ Solutions
|
||||
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>`.
|
||||
@@ -89,7 +87,6 @@ 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
|
||||
|
||||
|
||||
@@ -117,7 +114,6 @@ 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.
|
||||
@@ -147,7 +143,6 @@ 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
|
||||
@@ -165,4 +160,13 @@ use the unix command ``uuidgen`` to generate a new uuid. You can then simply rep
|
||||
other record by clicking on it and using the edit button.
|
||||
|
||||
.. image:: on_premise/db_uuid.png
|
||||
:align: center
|
||||
|
||||
.. 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
|
||||
|
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
@@ -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)
|
||||
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
|
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
|
Before Width: | Height: | Size: 4.6 KiB After Width: | Height: | Size: 4.6 KiB |
|
Before Width: | Height: | Size: 89 KiB After Width: | Height: | Size: 89 KiB |
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
@@ -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
|
||||
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
@@ -1,6 +1,9 @@
|
||||
==========================================
|
||||
Geo IP Installation (On-Premises Database)
|
||||
==========================================
|
||||
======
|
||||
Geo IP
|
||||
======
|
||||
|
||||
.. note::
|
||||
This documentation only applies to On-premise databases.
|
||||
|
||||
Installation
|
||||
============
|
||||
@@ -32,8 +35,8 @@ Installation
|
||||
.. seealso::
|
||||
- :doc:`CLI documentation </developer/reference/cli>`.
|
||||
|
||||
Test GeoIP Geolocation In Odoo Website
|
||||
======================================
|
||||
Test GeoIP geolocation in your Odoo website
|
||||
===========================================
|
||||
|
||||
Edit a web page to include some geo-ip information such as the country name of the current
|
||||
request IP address. To do so:
|
||||
@@ -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.
|
||||
|
||||
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
@@ -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
|
||||
@@ -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>`
|
||||
|
||||
@@ -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
|
||||
|
||||
@@ -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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|
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|
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|
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|
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|
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|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
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|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
|
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|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
|
Before Width: | Height: | Size: 8.2 KiB After Width: | Height: | Size: 8.2 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
@@ -0,0 +1,192 @@
|
||||
=====================
|
||||
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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@@ -8,8 +8,5 @@ Finance
|
||||
|
||||
finance/accounting
|
||||
finance/expenses
|
||||
finance/documents
|
||||
finance/sign
|
||||
finance/spreadsheet
|
||||
finance/payment_providers
|
||||
finance/fiscal_localizations
|
||||
|
||||