[IMP] on_premise: update version number in source install

[ADD] CRM: Merge Leads and Opps
closes odoo/documentation#8428 Signed-off-by: Jessica Rogers (jero) <jero@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-04-03 10:35:33 +02:00 · 2024-04-02 19:48:42 +00:00 · 2024-04-02 18:18:00 +00:00 · 2024-04-02 18:17:56 +00:00 · 2024-04-02 15:40:30 +00:00 · 2024-04-01 18:48:54 +00:00
695 changed files with 3422662 additions and 286695 deletions
@@ -21,6 +21,16 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en

+[o:odoo:p:odoo-17-doc:r:essentials]
+file_filter            = locale/<lang>/LC_MESSAGES/essentials.po
+source_file            = locale/sources/essentials.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = essentials
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
 [o:odoo:p:odoo-17-doc:r:finance]
 file_filter            = locale/<lang>/LC_MESSAGES/finance.po
 source_file            = locale/sources/finance.pot
@@ -41,6 +51,16 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en

+[o:odoo:p:odoo-17-doc:r:hr]
+file_filter            = locale/<lang>/LC_MESSAGES/hr.po
+source_file            = locale/sources/hr.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = hr
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
 [o:odoo:p:odoo-17-doc:r:index]
 file_filter            = locale/<lang>/LC_MESSAGES/index.po
 source_file            = locale/sources/index.pot
@@ -111,6 +131,16 @@ replace_edited_strings = false
 keep_translations      = false
 source_lang            = en

+[o:odoo:p:odoo-17-doc:r:studio]
+file_filter            = locale/<lang>/LC_MESSAGES/studio.po
+source_file            = locale/sources/studio.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = studio
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
 [o:odoo:p:odoo-17-doc:r:websites]
 file_filter            = locale/<lang>/LC_MESSAGES/websites.po
 source_file            = locale/sources/websites.pot
@@ -26,7 +26,7 @@ SOURCE_DIR     = content

 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/17.0
 endif
 ifneq ($(CURRENT_LANG),en)
  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
@@ -22,7 +22,7 @@ copyright = 'Odoo S.A.'
 # `version` is the version info for the project being documented, acts as replacement for |version|,
 # also used in various other places throughout the built documents.
 # `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
-version = release = 'master'
+version = release = '17.0'

 # `current_branch` is the technical name of the current branch.
 # E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -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-17.2': "Odoo Online",
    'saas-17.1': "Odoo Online",
    '17.0': "Odoo 17",
    'saas-16.4': "Odoo Online",
@@ -61,4 +61,5 @@ functionalities, including functional support, upgrades, and hosting. `Pricing
    administration/upgrade
    administration/neutralized_database
    administration/supported_versions
+    administration/mobile
    administration/odoo_accounts
@@ -0,0 +1,67 @@
+================
+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.
@@ -9,7 +9,7 @@ internet.

 .. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommendations!

-.. _db_filter:
+.. _dbfilter:

 dbfilter
 ========
@@ -573,12 +573,12 @@ security-related topics:

 - Use appropriate database filters ( :option:`--db-filter <odoo-bin --db-filter>`)
  to restrict the visibility of your databases according to the hostname.
-  See :ref:`db_filter`.
+  See :ref:`dbfilter`.
  You may also use :option:`-d <odoo-bin -d>` to provide your own (comma-separated)
  list of available databases to filter from, instead of letting the system fetch
  them all from the database backend.

- Once your ``db_name`` and ``db_filter`` are configured and only match a single database
+- Once your ``db_name`` and ``dbfilter`` are configured and only match a single database
  per hostname, you should set ``list_db`` configuration option to ``False``, to prevent
  listing databases entirely, and to block access to the database management screens
  (this is also exposed as the :option:`--no-database-list <odoo-bin --no-database-list>`
@@ -722,7 +722,7 @@ management screens.
  the system administrator, including provisioning of new databases and automated backups.

 Be sure to setup an appropriate ``db_name`` parameter
-(and optionally, ``db_filter`` too) so that the system can determine the target database
+(and optionally, ``dbfilter`` too) so that the system can determine the target database
 for each request, otherwise users will be blocked as they won't be allowed to choose the
 database themselves.

@@ -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 3.7 or above, as previous
+   If Python 3 is already installed, make sure that the version is 3.10 or above, as previous
   versions are not compatible with Odoo.

   .. tabs::
@@ -31,6 +31,12 @@ 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
@@ -20,7 +20,7 @@ can aid in reporting on activities, although, Odoo provides a precise and easy r
 each available application.

 With Odoo, the values can be exported from any field in any record. To do so, activate the list view
-(:guilabel:`☰ (three horizontal lines)` icon), on the items that need to be exported, and then
+(:guilabel:`≣ (four horizontal lines)` icon), on the items that need to be exported, and then
 select the records that should be exported. To select a record, tick the checkbox next to the
 corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then :guilabel:`Export`.

@@ -55,8 +55,9 @@ several options for the data to export:
   can)` icon to remove the field.
 #. For recurring reports, it is helpful to save export presets. Select all the needed fields, and
   click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a
-   unique name to the export just created. The next time the same list needs to be exported, select
-   the related template that was previously saved from the drop-down menu.
+   unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the
+   configuration. The next time the same list needs to be exported, select the related template that
+   was previously saved from the drop-down menu.

 .. tip::
   It is helpful to know the field's external identifier. For example, :guilabel:`Related Company`
@@ -98,11 +99,11 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or
 journal entries, and orders.

 Open the view of the object to which the data should be imported/populated, and click on
-:menuselection:`⭐ Favorites --> Import records`.
+:menuselection:`⚙️ (Action) --> Import records`.

 .. image:: export_import_data/import-button.png
   :align: center
-   :alt:  Favorites menu revealed with the import records option highlighted.
+   :alt:  Action menu revealed with the import records option highlighted.

 After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
 downloaded and populated with the company's own data. Such templates can be imported in one click,
@@ -93,12 +93,11 @@ available on Odoo.
 - :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
 - Lithuania - Accounting
 - :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
 - Maroc - Accounting
 - :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
 - Mongolia - Accounting
 - :doc:`Netherlands - Accounting <fiscal_localizations/netherlands>`
- :doc:`New Zealand - Accounting <fiscal_localizations/new_zealand>`
+- New Zealand - Accounting
 - Norway - Accounting
 - OHADA - Accounting
 - Pakistan - Accounting
@@ -147,10 +146,8 @@ available on Odoo.
   fiscal_localizations/italy
   fiscal_localizations/kenya
   fiscal_localizations/luxembourg
-   fiscal_localizations/malaysia
   fiscal_localizations/mexico
   fiscal_localizations/netherlands
-   fiscal_localizations/new_zealand
   fiscal_localizations/romania
   fiscal_localizations/peru
   fiscal_localizations/philippines
@@ -162,4 +159,3 @@ available on Odoo.
   fiscal_localizations/vietnam
   fiscal_localizations/united_arab_emirates
   fiscal_localizations/united_kingdom
-   fiscal_localizations/employment_hero
@@ -948,6 +948,73 @@ the corresponding layout and fiscal stamps stated in the :ref:`Invoice printed r
 .. seealso::
   :doc:`Client account creation <../../websites/ecommerce/checkout_payment_shipping/checkout>`

+Liquidity product direct sales
+------------------------------
+
+Liquidity product direct sales are used for sales involving third parties. For such
+sales, the seller and the proprietary company of the goods can each register their corresponding
+sales and purchases.
+
+.. note::
+   :ref:`Install <general/install>` the *Argentinian Electronic Invoicing* module (`l10n_ar_edi`) to
+   use this feature.
+
+Configuration
+~~~~~~~~~~~~~
+
+Purchase journal
+****************
+
+A purchase journal is needed to generate an electronic vendor bill with a document type *Liquidity
+Product*. This journal needs to be synchronized with the AFIP as it will be used to generate the
+liquidity product electronic document.
+
+To modify the existing purchase journal or create a new one, navigate to :menuselection:`Accounting
+--> Configuration --> Journals`. Then, select the existing purchase journal or click the
+:guilabel:`New` button, and fill in the following required information:
+
+- :guilabel:`Type`: select :guilabel:`Purchase`.
+- :guilabel:`Use Documents`: check this field to to be able select the electronic document type.
+- :guilabel:`Is AFIP POS`: check this field to be able to generate electronic documents.
+- :guilabel:`AFIP POS System`: select :guilabel:`Electronic Invoice - Web Service` from the
+  drop-down menu in order to send the electronic document to AFIP via web service.
+- :guilabel:`AFIP POS Number`: is the number configured in the AFIP to identify the operations
+  related to this AFIP POS.
+- :guilabel:`AFIP POS Address`: is the field related to the commercial address registered for the
+  POS, which is usually the same address as the company. For example, if a company has multiple
+  stores (fiscal locations) then the AFIP will require the company to have one AFIP POS per
+  location. This location will be printed in the invoice report.
+
+.. image:: argentina/l10n-ar-purchase-journal.png
+   :align: center
+   :alt: l10n_ar Purchase Journal Configuration.
+
+Sales journal
+*************
+
+A sales journal is needed to register the invoice when a product is sold to a third party that will
+then sell the same product. This journal will not be synced with AFIP as the invoice will not be
+electronic.
+
+To modify the existing sales journal or create a new one, navigate to
+:menuselection:`Accounting --> Configuration --> Journals`. Then, selecting the sales journal or
+click the :guilabel:`New` button, and fill in the following required information:
+
+- :guilabel:`Type`: select :guilabel:`Sales`.
+- :guilabel:`Use Documents`: check this field on the journal to select the electronic document type
+  (in this case the electronic invoice).
+
+.. image:: argentina/l10n-ar-sales-journal.png
+   :align: center
+   :alt: l10n_ar Sales Journal Configuration.
+
+Invoicing flow
+~~~~~~~~~~~~~~
+
+Once the configurations are all set, the *Liquidity Product Vendor Bill* will be generated by the
+company that is selling the product on behalf of another party. For example, a distributor of a
+specific product.
+
 Reports
 =======

@@ -965,11 +1032,10 @@ VAT reports
 Sales VAT book
 ~~~~~~~~~~~~~~

-In this report, all the sales are recorded, which are taken as the basis for the accounting records
-to determine the VAT (Tax Debit).
-
-The :guilabel:`Sales VAT` book report can be exported in a `.zip` file :guilabel:`VAT BOOK (ZIP)`
-button in the top left, which contains `.txt` files to upload in the AFIP portal.
+This report records all the sales, which are taken as the basis for the accounting records
+to determine the VAT (Tax Debit). The :guilabel:`Sales VAT` book report can be exported as a `.zip`
+file using the :guilabel:`VAT BOOK (ZIP)` button at the top left, containing `.txt` files to upload
+to the AFIP portal.

 .. image:: argentina/sales-vat-book.png
   :align: center
@@ -978,8 +1044,9 @@ button in the top left, which contains `.txt` files to upload in the AFIP portal
 Purchases VAT book
 ~~~~~~~~~~~~~~~~~~

-The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file :guilabel:`VAT BOOK
-(ZIP)` button in the top left, which contains `.txt` files to upload in the AFIP portal.
+The :guilabel:`Purchases VAT` book report can be exported as a `.zip` file using the
+:guilabel:`VAT BOOK (ZIP)` button at the top left, which contains `.txt` files to upload to the AFIP
+portal.

 .. image:: argentina/purchases-vat-book.png
   :align: center
@@ -988,7 +1055,7 @@ The :guilabel:`Purchases VAT` book report can be exported in a `.zip` file :guil
 VAT summary
 ~~~~~~~~~~~

-Pivot table designed to check the monthly VAT totals. This report is for internal usage, it is not
+Pivot table designed to check the monthly VAT totals. This report is for internal use and is not
 sent to the AFIP.

 .. image:: argentina/vat-summary.png
@@ -1002,7 +1069,7 @@ IIBB - Sales by jurisdiction
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 Pivot table where you can validate the gross income in each jurisdiction. Affidavit for the
-corresponding taxes to pay, therefore it is not sent to the AFIP.
+corresponding taxes to pay; and therefore, it is not sent to the AFIP.

 .. image:: argentina/iibb-sales-jurisdiction.png
   :align: center
@@ -1012,7 +1079,7 @@ IIBB - Purchases by jurisdiction
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 Pivot table where you can validate the gross purchases in each jurisdiction. Affidavit for the
-corresponding taxes to pay, therefore it is not sent to the AFIP.
+corresponding taxes to pay; and therefore, it is not sent to the AFIP.

 .. image:: argentina/iibb-purchases-jurisdiction.png
   :align: center
@@ -35,6 +35,9 @@ Configuration
     - `l10n_account_customer_statements`
     - Allows the management and sending of monthly customer statements from the partner ledger and
       the contact form. Also used in New Zealand.
+   * - :guilabel:`Employment Hero Australian Payroll`
+     - `l10n_au_keypay`
+     - Synchronises all pay runs from Employment Hero with Odoo’s journal entries.

 .. _australia/coa:

@@ -858,12 +861,70 @@ from the batch.

 .. _australia/employment-hero:

-Employment Hero payroll
-=======================
+Employment Hero Australian Payroll
+==================================

-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
+If your business is already up and running with `Employment Hero <https://employmenthero.com/>`_,
+you can use our connector as an alternative payroll solution.
+
+The Employment Hero module synchronises payslip accounting entries (e.g., expenses, social charges,
+liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done
+in Employment Hero. We only record the **journal entries** in Odoo.

 .. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **Australia**,
-   use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.com.au/`.
+   KeyPay was rebranded as **Employment Hero** in March 2023.
+
+Configuration
+-------------
+
+#. :ref:`Activate <general/install>` the :guilabel:`Employment Hero Australian Payroll` module
+   (`l10n_au_keypay`).
+#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration
+   --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
+   Integration`.
+
+   .. image:: australia/employment-hero-integration.png
+      :alt: Enabling Employment Hero Integration in Odoo Accounting displays new fields in the
+            settings
+
+   - You can find the API Key in the :guilabel:`My Account` section of the Employment Hero platform.
+
+     .. image:: australia/employment-hero-myaccount.png
+        :alt: "Account Details" section on the Employment Hero dashboard
+
+   - The **Payroll URL** is pre-filled with `https://keypay.yourpayroll.com.au`.
+
+     .. warning::
+        Do not change the **pre-filled Payroll URL**
+
+   - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
+
+     .. image:: australia/employment-hero-business-id.png
+        :alt: The Employment Hero "Business ID" number is in the URL
+
+   - You can choose any Odoo journal to post the payslip entries.
+
+How does the API work?
+----------------------
+
+The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The
+reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve
+the same record in Employment Hero and Odoo.
+
+.. image:: australia/employment-hero-journal-entry.png
+   :alt: Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)
+
+By default, the synchronisation happens once per week. You can fetch the records manually by going
+to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable
+Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`.
+
+Employment Hero payslip entries also work based on double-entry bookkeeping.
+
+The accounts used by Employment Hero are defined in the section :guilabel:`Payroll settings`.
+
+.. image:: australia/employment-hero-chart-of-accounts.png
+   :alt: Chart of Accounts menu in Employment Hero
+
+For the API to work, you need to create the same accounts as the default accounts of your Employment
+Hero business (**same name and same code**) in Odoo. You also need to choose the correct account
+types in Odoo to generate accurate financial reports.
@@ -259,7 +259,8 @@ The configuration must be done on each client database. In the following
 instructions, we will refer to your client's company as *Company* and to your
 accounting firm as *Accounting Firm*.

-You must first :ref:`install <general/install>` :guilabel:`CodaBox` to start.
+You must first :ref:`install <general/install>` :guilabel:`CodaBox` and
+:guilabel:`CodaBox Bridge Wizard` (if available) to start.

 .. important::
   Make sure the company settings are correctly configured, i.e., the country is set to
@@ -66,6 +66,8 @@ 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
 ----------------------

@@ -586,3 +588,59 @@ 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.
@@ -1,73 +0,0 @@
-=======================
-Employment Hero Payroll
-=======================
-
-The `Employment Hero <https://employmenthero.com/>`_ module synchronises payslip accounting entries
-(e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo.
-Payroll administration is still done in Employment Hero. We only record the **journal entries** in
-Odoo.
-
-.. important::
-   KeyPay was rebranded as **Employment Hero** in March 2023.
-
-.. _employment_hero/configuration:
-
-Configuration
-------------
-
-#. :ref:`Activate <general/install>` the :guilabel:`Employment Hero Payroll` module
-   (`l10n_employment_hero`).
-#. Configure the **Employment Hero API** by going to :menuselection:`Accounting --> Configuration
-   --> Settings`. More fields become visible after clicking on :guilabel:`Enable Employment Hero
-   Integration`.
-
-   .. image:: employment_hero/employment-hero-integration.png
-      :alt: Enabling Employment Hero Integration in Odoo Accounting displays new fields in the
-            settings
-
-   - You can find the API Key in the :guilabel:`My Account` section of the Employment Hero platform.
-
-     .. image:: employment_hero/employment-hero-myaccount.png
-        :alt: "Account Details" section on the Employment Hero dashboard
-
-   - The **Payroll URL** is left empty by default to avoid any confusion. Please fill it according
-     to the documentation specific to your localization.
-
-     .. note::
-        Employment hero is available for :ref:`Australia <australia/employment-hero>`,
-        :ref:`Malaysia <malaysia/employment-hero>`,
-        :ref:`New Zealand <new-zealand/employment-hero>`,
-        :ref:`Singapore <singapore/employment-hero>`,
-        and the :ref:`United Kingdom <united-kingdom/employment-hero>`.
-
-   - You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)
-
-     .. image:: employment_hero/employment-hero-business-id.png
-        :alt: The Employment Hero "Business ID" number is in the URL
-
-   - You can choose any Odoo journal to post the payslip entries.
-
-How does the API work?
----------------------
-
-The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The
-reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve
-the same record in Employment Hero and Odoo.
-
-.. image:: employment_hero/employment-hero-journal-entry.png
-   :alt: Example of a Employment Hero Journal Entry in Odoo Accounting (Australia)
-
-By default, the synchronisation happens once per week. You can fetch the records manually by going
-to :menuselection:`Accounting --> Configuration --> Settings` and, in the :guilabel:`Enable
-Employment Hero Integration` option, click on :guilabel:`Fetch Payruns Manually`.
-
-Employment Hero payslip entries also work based on double-entry bookkeeping.
-
-The accounts used by Employment Hero are defined in the section :guilabel:`Payroll settings`.
-
-.. image:: employment_hero/employment-hero-chart-of-accounts.png
-   :alt: Chart of Accounts menu in Employment Hero
-
-For the API to work, you need to create the same accounts as the default accounts of your Employment
-Hero business (**same name and same code**) in Odoo. You also need to choose the correct account
-types in Odoo to generate accurate financial reports.
@@ -164,48 +164,6 @@ Cancel`.
     the NIC e-Invoice portal. You can click :guilabel:`Process now` if you want to process the
     invoice immediately.

-.. _india/e-invoice-negative-lines:
-
-Management of negative lines in e-Invoices
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Negative lines are typically used to represent discounts or adjustments associated with specific
-products or global discounts. The government portal prohibits the submission of data with negative
-lines, which means they need to be converted based on the HSN code and GST rate. This is done
-automatically by Odoo.
-
-.. example::
-
-   Consider the following example:
-
-   +---------------------------------------------------------------------------------------------------+
-   |                                     **Product Details**                                           |
-   +=======================+==============+==================+==============+==============+===========+
-   | **Product Name**      | **HSN Code** | **Tax Excluded** | **Quantity** | **GST Rate** | **Total** |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-   | Product A             |  123456      |  1,000           |  1           |  18%         |  1,180    |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-   | Product B             |  239345      |  1,500           |  2           |  5%          |  3,150    |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-   | Discount on Product A |  123456      |  -100            |  1           |  18%         |  -118     |
-   +-----------------------+--------------+------------------+--------------+--------------+-----------+
-
-   Here's the transformed representation:
-
-   +-------------------------------------------------------------------------------------------------------------+
-   |                                         **Product Details**                                                 |
-   +==================+==============+==================+==============+==============+==============+===========+
-   | **Product Name** | **HSN Code** | **Tax Excluded** | **Quantity** | **Discount** | **GST Rate** | **Total** |
-   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
-   | Product A        |  123456      |  1,000           |  1           |  100         |  18%         |  1,062    |
-   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
-   | Product B        |  239345      |  1,500           |  2           |  0           |  5%          |  3,150    |
-   +------------------+--------------+------------------+--------------+--------------+--------------+-----------+
-
-   In this conversion, negative lines have been transformed into positive discounts, maintaining
-   accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and
-   standardized representation in the E-invoice records.
-
 .. _india/verify-e-invoice:

 GST e-Invoice verification
@@ -126,59 +126,3 @@ Correct an invoice that has been posted but not downloaded yet: Reset e-Faktur

 .. image:: indonesia/indonesia-e-faktur-reset.png
   :align: center
-
-.. _localization_indonesia/qris-qr:
-
-QRIS QR code on invoices
-========================
-
-`QRIS <https://qris.online/homepage/>`_ is a digital payment system that allows customers to make
-payments by scanning the QR code from their preferred e-wallet.
-
-.. important::
-    According to the `QRIS API documentation <https://qris.online/api-doc/create-invoice.php>`_,
-    QRIS expires after 30 minutes. Due to this restriction, the QR code is not included in reports
-    sent to customers and is only available on the customer portal.
-
-Activate QR codes
-----------------
-
-Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
-Payments` section, activate the :guilabel:`QR Codes` feature.
-
-QRIS bank account configuration
-------------------------------
-
-Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for
-which you want to activate QRIS. Set the :guilabel:`QRIS API Key` and :guilabel:`QRIS Merchant ID`
-based on the information provided by QRIS.
-
-.. important::
-   The account holder's country must be set to `Indonesia` on its contact form.
-
-.. image:: indonesia/qris-setup.png
-   :alt: QRIS bank account configuration
-
-.. seealso::
-   :doc:`../accounting/bank`
-
-Bank journal configuration
--------------------------
-
-Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill
-out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab.
-
-.. image:: indonesia/journal-bank-config.png
-    :alt: Bank journal configuration
-
-Issue invoices with QRIS QR codes
---------------------------------
-
-When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment
-QR-code` option to `QRIS`.
-
-.. image:: indonesia/invoice-qris.png
-   :alt: Select QRIS QR-code option
-
-Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to
-generate the QRIS QR code.
@@ -1,15 +0,0 @@
-========
-Malaysia
-========
-
-.. _malaysia/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **Malaysia**, use
-   the following value as :guilabel:`Payroll URL`: `https://apimy.yourpayroll.io/`.
@@ -1,15 +0,0 @@
-===========
-New Zealand
-===========
-
-.. _new-zealand/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **New Zealand**,
-   use the following value as :guilabel:`Payroll URL`: `https://api.nzpayroll.co.nz/`.
@@ -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 `Philippines` is selected as a country, the fiscal
+   - When creating a new database and selecting the `Philippines` as a country, the fiscal
     localization module **Philippines - Accounting** is automatically installed.
-   - If installing the module in an existing company, the **chart of accounts** and **taxes** will
+   - If the module is installed 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.

@@ -21,20 +21,22 @@ Chart of accounts and taxes
 ---------------------------

 A minimum configuration default chart of accounts is installed, and the following types of taxes are
-installed and also linked to the relevant account:
+installed and linked to the relevant account:

- VAT 12%
- VAT Exempt
- Withholding taxes
+- Sales and Purchase VAT 12%
+- Sales and Purchase VAT Exempt
+- Sales and Purchase VAT Zero-Rated
+- Purchase Withholding

-For the withholding taxes, there is an additional :guilabel:`Philippines ATC` field under the
-:guilabel:`Philippines` tab.
+For the withholding taxes (:menuselection:`Configuration --> 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.

-Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code must
-be added.
+.. note::
+   Taxes' ATC codes are used for the BIR 2307 report. If a tax is created manually, its ATC code
+   must be added.

 Contacts
 --------
@@ -59,8 +61,9 @@ 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*,
-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
+<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.

 To generate a BIR 2307 report, select one or multiple vendor bills from the list view, and click
 :menuselection:`Action --> Download BIR 2307 XLS`.
@@ -68,7 +71,8 @@ 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".

-The same action can be performed on a vendor bill from the form view.
+.. tip::
+   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`.

@@ -78,18 +82,67 @@ 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 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.
+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.

 .. note::
-   - If there is no withholding tax applied, then the XLS file will not generate records for those
-     vendor bill lines.
+   - If no withholding tax is 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 `Form_2307.xls` file can be exported to an *external* tool to convert it to BIR DAT
-   or PDF format.
+   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.
@@ -52,16 +52,3 @@ QR-code` option to *EMV Merchant-Presented QR-code*.

 Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to
 generate the PayNow QR code.
-
-.. _singapore/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **Singapore**,
-   use the following value as :guilabel:`Payroll URL`: `https://apisg.yourpayroll.io/`.
-
@@ -115,15 +115,3 @@ each submission:
 .. note::
   During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based
   companies.
-
-.. _united-kingdom/employment-hero:
-
-Employment Hero payroll
-=======================
-
-If your business is already up and running with :doc:`Employment Hero <employment_hero>`, you can
-use our connector as an alternative payroll solution.
-
-.. important::
-   To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **United
-   Kingdom**, use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.co.uk/`.
@@ -7,3 +7,4 @@ Integrations
   integrations/mail_plugins
   integrations/unsplash
   integrations/geolocation
+   integrations/google_translate
@@ -0,0 +1,123 @@
+================
+Google Translate
+================
+
+*Google Translate* can be used to translate user generated text in the Odoo chatter.
+
+Google API console
+==================
+
+A majority of the setup for integrating *Google Translate* into Odoo is done with the *Google API
+console*. Once the following processes are complete, an *API key* is created to input in Odoo.
+
+.. seealso::
+   `Google Translate setup on Google <https://cloud.google.com/translate/docs/setup>`_
+
+Create a new project
+--------------------
+
+To get started, go to the `Google API Console <https://console.developers.google.com>`_. Then, log
+in with a *Google Workspace* account, if there is one. If not, log in with a personal Gmail account
+(this should match the email address that has billing attached to it).
+
+Next, click :guilabel:`Create Project` on the far-right of the :guilabel:`OAuth consent screen`.
+
+.. tip::
+   If the *Google API Console* has existing projects, click the drop-down menu next to the
+   :guilabel:`Google Cloud` icon, and a pop-over window appears. Next, click :guilabel:`New Project`
+   top-right of the pop-over window.
+
+On the :guilabel:`New Project` screen, rename the :guilabel:`Project name` to `Odoo Translate`, and
+browse for the :guilabel:`Location`. Set the :guilabel:`Location` as the *Google Workspace
+organization*. If a personal Gmail account is being used, leave the :guilabel:`Location` as
+:guilabel:`No Organization`.
+
+.. image:: google_translate/new-project.png
+   :align: center
+   :alt: Project Name and Location for Google OAuth.
+
+Click on :guilabel:`Create` to finish this step.
+
+API library
+-----------
+
+Next, the *Cloud Translation API* needs to be installed on this newly-created project. To do that,
+click :menuselection:`Library` in the left menu. Then, search the term `Cloud Translation API`, and
+click into the result. This should be a *Google Enterprise API* labeled :guilabel:`Cloud Translation
+API`.
+
+Click :guilabel:`Enable` to install the library on this project.
+
+.. important::
+   Using the *Google Translate* API **requires** a current billing account with `Google
+   <https://https://myaccount.google.com/>`_.
+
+Once a billing account is setup with *Google* and the library is enabled, click :guilabel:`Manage`
+to finish configuration on the API.
+
+Create credentials
+------------------
+
+Now that the project is set up, and the *Cloud Translation API* is enabled, credentials **must** be
+created. This includes the *API key*.
+
+To begin this process, click :menuselection:`Credentials` in the left sidebar menu.
+
+Then, click :guilabel:`Create Credentials` in the top menu, and select :guilabel:`API key` from the
+drop-down menu.
+
+.. image:: google_translate/api-key.png
+   :align: center
+   :alt: Create an API key in the Google API console.
+
+Copy the :guilabel:`API key` for use in the next section.
+
+.. important::
+   For security purposes, the usage of the *API key* can be restricted.
+
+   To do that, go to the *API restrictions* by clicking on :guilabel:`Edit API key` in the pop-over
+   window, or by clicking on the listed API key on the :guilabel:`Credentials` page. From here, key
+   restrictions can be set. This includes setting an application to restrict the use of the API key,
+   and whether this API key can call any API.
+
+   It is recommended that the Odoo *Translate API* be restricted to **only** allow requests from the
+   configured Odoo database and to the *Cloud Translation API*.
+
+   To add the website restriction, click :guilabel:`Websites`, under the :guilabel:`Set an
+   application restriction`. Then, enter the address of the database *Google Translate* is being
+   used in, by clicking on :guilabel:`Add`. Lastly, add the :abbr:`URL (Uniform Resource Locator)`,
+   and click :guilabel:`Done`.
+
+   To restrict use of the key to a selected API, first, select :guilabel:`Restrict key`, under the
+   :guilabel:`API restrictions` section. Then use the drop-down menu to choose the API being
+   configured (*Cloud Translation API*).
+
+.. tip::
+   - Save the API key: copy the API key and store it somewhere secure.
+   - Do **not** share the API key publicly or expose it in client-side code.
+
+Odoo configuration
+==================
+
+To access the integration in Odoo, navigate to the :menuselection:`Settings app --> Discuss
+section`. Enter the API key into the field labeled :guilabel:`Message Translation`. Then,
+:guilabel:`Save` the settings, and *Google Translate* can be used in any chatter throughout the
+database.
+
+.. image:: google_translate/odoo-config.png
+   :align: center
+   :alt: Odoo configuration of the API key from the *Google API Console*.
+
+Translate chatter
+=================
+
+To translate a user's text from another language, click the :guilabel:`... (three dot)` icon menu to
+the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the
+*language* set on the user's preferences.
+
+.. image:: google_translate/google-translate.png
+   :align: center
+   :alt: Google Translate present in an Odoo database's chatter.
+
+.. seealso::
+   :ref:`language/change-user-language`
@@ -100,18 +100,6 @@ printer.
   Epson and Star receipt printers and Zebra label printers do not need a driver to work. Make sure
   that no driver is selected for those printers.

-The printer is detected but is not recognized correctly
-------------------------------------------------------
-
-If the printer is not recognized correctly by Odoo and the :abbr:`IoT (Internet of Things)` box, go
-to the form view of the device (:menuselection:`IoT App --> Devices -->Printer Device`) and change
-the subtype. The three options available are: :guilabel:`Receipt Printer`, :guilabel:`Label
-Printer`, and :guilabel:`Office Printer`.
-
-.. image:: troubleshooting/sub-type.png
-   :align: center
-   :alt: Sub-type selection in a printer IoT device.
-
 Epson configuration special case
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

@@ -73,6 +73,99 @@ 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`. Finally click :guilabel:`Next` to continue to the next step.
+`8069, 443`. 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
@@ -1,67 +1,184 @@
 =============
-Access Rights
+Access rights
 =============

-Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Settings --> Users &
-Companies --> Groups`.
+*Access rights* are permissions that determine the content and applications users can access and
+edit. In Odoo, these permissions can be set for individual users or for groups of users. Limiting
+permissions to only those who need them ensures that users do not modify or delete anything they
+should not have access to.

-Groups
-======
+**Only** an *administrator* can change access rights.

-| When choosing the groups the user can have access under
-  :ref:`Access Rights <users/add-individual>`, details of the rules and inheritances of that group
-  are not shown, so this is when the menu *Groups* comes along. *Groups* are created to define rules
-  to models within an application.
-| Under *Users*, have a list of the current ones. The ones with administrative rights are shown
-  in black.
+.. danger::
+   Making changes to access rights can have a detrimental impact on the database. This includes
+   *impotent admin*, which means that no user in the database can make changes to the access rights.
+   For this reason, Odoo recommends contacting an Odoo Business Analyst, or our Support Team, before
+   making changes.

-.. image:: access_rights/groups-users.png
+.. tip::
+   A user **must** have the specific *Administration* access rights set on their user profile, in
+   order to make changes on another user's settings for access rights.
+
+   To access this setting, navigate to :menuselection:`Settings app --> Manage users --> select a
+   user --> Access Rights tab --> Administration section --> Administration field`.
+
+   Once at the setting, an already existing administrator **must** change the setting in the
+   :guilabel:`Administration` field to :guilabel:`Access Rights`.
+
+   Once complete, click :guilabel:`Save` to save the changes, and implement the user as an
+   administrator.
+
+Users
+=====
+
+The access rights for :ref:`individual users <users/add-individual>` are set when the user is added
+to the database, but they can be adjusted at any point in the user's profile.
+
+To make changes to a user's rights, click on the desired user to edit their profile.
+
+.. image:: access_rights/navigate-to-users-menu.png
   :align: center
-   :alt: View of a group’s form emphasizing the tab users in Odoo
+   :alt: Users menu in the Users & Companies section of the Settings app of Odoo.

-*Inherited* means that users added to this application group are automatically added to the
-following ones. In the example below, users who have access to the group *Administrator* of *Sales*
-also have access to *Website/Restricted Editor* and *Sales/User: All Documents*.
+On the user's profile page, in the :guilabel:`Access Rights` tab, scroll down to view the current
+permissions.

-.. image:: access_rights/groups-inherited.png
+For each app, use the drop-down menu to select what level of permission this user should have. The
+options vary for each section, yet the most common are: :guilabel:`Blank/None`, :guilabel:`User: Own
+Documents`, :guilabel:`User: All Documents`, or :guilabel:`Administrator`.
+
+The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab has the following options:
+:guilabel:`Settings` or :guilabel:`Access Rights`.
+
+.. image:: access_rights/user-permissions-dropdown-menu.png
   :align: center
-   :height: 330
-   :alt: View of a group’s form emphasizing the tab inherited in Odoo
+   :alt: The Sales apps drop-down menu to set the user's level of permissions.
+
+Create and modify groups
+========================
+
+*Groups* are app-specific sets of permissions that are used to manage common access rights for a
+large amount of users. Administrators can modify the existing groups in Odoo, or create new ones to
+define rules for models within an application.
+
+To access groups, first activate Odoo's :ref:`developer mode <developer-mode>`, then go to
+:menuselection:`Settings app --> Users & Companies --> Groups`.
+
+.. image:: access_rights/click-users-and-companies.png
+   :align: center
+   :alt: Groups menu in the Users & Companies section of the Settings app of Odoo.
+
+To create a new group from the :guilabel:`Groups` page, click :guilabel:`Create`. Then, from the
+blank group form, select an :guilabel:`Application`, and complete the group form (detailed below).
+
+To modify existing groups, click on an existing group from the list displayed on the
+:guilabel:`Groups` page, and edit the contents of the form.
+
+Enter a :guilabel:`Name` for the group and tick the checkbox next to :guilabel:`Share Group`, if
+this group was created to set access rights for sharing data with some users.

 .. important::
-   Remember to always test the settings being changed in order to ensure that they are being applied
-   to the needed and right users.
+   Always test the settings being changed to ensure they are being applied to the correct users.

-The *Menus* tab is where you define which menus (models) the user can have access to.
+The group form contains multiple tabs for managing all elements of the group. In each tab, click
+:guilabel:`Add a line` to add a new row for users or rules, and click the :guilabel:`❌ (remove)`
+icon to remove a row.

-.. image:: access_rights/groups-menus.png
+.. image:: access_rights/groups-form.png
   :align: center
-   :height: 330
-   :alt: View of a group’s form emphasizing the tab menus in Odoo
+   :alt: Tabs in the Groups form to modify the settings of the group.

-*Access Rights* rules are the first level of rights. The field is composed of the object name, which
-is the technical name given to a model. For each model, enable the following options as appropriate:
+- :guilabel:`Users` tab: lists the current users in the group. Users listed in black have
+  administrative rights. Users without administrative access appear in blue. Click :guilabel:`Add a
+  line` to add users to this group.
+- :guilabel:`Inherited` tab: inherited means that users added to this group are automatically added
+  to the groups listed on this tab. Click :guilabel:`Add a line` to add inherited groups.

- *Read*: the values of that object can be only seen by the user.
- *Write*: the values of that object can be edited by the user.
- *Create*: values for that object can be created by the user.
- *Delete*: the values of that object can be deleted by the user.
+  .. example::
+     For example, if the group *Sales/Administrator* lists the group *Website/Restricted Editor* in
+     its :guilabel:`Inherited` tab, then any users added to the *Sales/Administrator* group
+     automatically receive access to the *Website/Restricted Editor* group, as well.

-.. image:: access_rights/groups-access-rights.png
-   :align: center
-   :alt: View of a group’s form emphasizing the tab access rights in Odoo
+- :guilabel:`Menus` tab: defines which menus/models the group can have access to. Click
+  :guilabel:`Add a line` to add a specific menu.
+- :guilabel:`Views` tab: lists which views in Odoo the group has access to. Click :guilabel:`Add a
+  line` to add a view to the group.
+- :guilabel:`Access Rights` tab: lists the first level of rights (models) that this group has access
+  rights to. Click :guilabel:`Add a line` to link access rights to this group. In this tab, the
+  :guilabel:`Model` column represents the common name of the menu/model, and the :guilabel:`Name`
+  column represents the technical name given to the model. For each model, enable the following
+  options as appropriate:

-| As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite,
-  or refine, the *Access Rights*.
-| A record rule is written using a *Domain*. Domains are conditions used to filter or searching
-  data. Therefore, a domain expression is a list of conditions. For each rule, choose among the
-  following options: *Read*, *Write*, *Create* and *Delete* values.
+  - :guilabel:`Read`: users can see the object's existing values.
+  - :guilabel:`Write`: users can edit the object's existing values.
+  - :guilabel:`Create`: users can create new values for the object.
+  - :guilabel:`Delete`: users can delete values for the object.

-.. image:: access_rights/groups-record-rules.png
-   :align: center
-   :alt: View of a group’s form emphasizing the tab record rules in Odoo
+  .. tip::
+     First try searching for the common name of the model in the drop-down menu of the
+     :guilabel:`Model` column. The :guilabel:`Model` technical name can be found by expanding the
+     model common name, which can be done by clicking the :guilabel:`(external link)` icon.
+
+     The model technical name can also be accessed in :ref:`developer mode <developer-mode>`.
+
+     On a form, navigate to any field, and hover over the field name. A box of backend information
+     reveals itself with the specific Odoo :guilabel:`Object` name in the backend. This is the
+     technical name of the model that should be added.
+
+     .. image:: access_rights/technical-info.png
+        :align: center
+        :alt: Technical information shown on a field of a model, with object highlighted.
+
+- :guilabel:`Record Rules`: lists the second layer of editing and visibility rights.
+  :guilabel:`Record Rules` overwrite, or refine, the group's access rights. Click :guilabel:`Add a
+  line` to add a record rule to this group. For each rule, choose values for the following options:
+
+  - :guilabel:`Apply for Read`.
+  - :guilabel:`Apply for Write`.
+  - :guilabel:`Apply for Create`.
+  - :guilabel:`Apply for Delete`.
+
+  .. important::
+     Record rules are written using a *domain*, or conditions that filter data. A domain expression
+     is a list of such conditions. For example:
+
+     `[('mrp_production_ids', 'in', user.partner_id.commercial_partner_id.production_ids.ids)]`
+
+     This record rule is to enable MRP consumption warnings for subcontractors.
+
+     Odoo has a library of preconfigured record rules for ease of use. Users without knowledge of
+     domains (and domain expressions) should consult an Odoo Business Analyst, or the Odoo Support
+     Team, before making changes.
+
+Superuser mode
+==============
+
+*Superuser mode* allows the user to bypass record rules and access rights. To activate *Superuser
+mode*, first, activate :ref:`developer mode <developer-mode>`. Then, navigate to the *debug* menu,
+represented by a :guilabel:`🪲 (bug)` icon, located in the top banner.
+
+Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`.

 .. important::
-   Making changes in access rights can have a big impact on the database. For this reason, we
-   recommend you to contact your Odoo Business Analyst or our Support Team, unless you have
-   knowledge about Domains in Odoo.
+   Only users with *Settings* access for the *Administration* section of the *Access Rights* (in
+   their user profile) are allowed to log in to *Superuser mode*.
+
+.. danger::
+   *Superuser mode* allows for circumvention of record rules and access rights, and therefore,
+   should be exercised with extreme caution.
+
+   Upon exiting *Superuser mode*, users may be locked out of the database, due to changes that were
+   made. This can cause *impotent admin*, or an administrator without the ability to change access
+   rights/settings.
+
+   In this case contact Odoo Support here: `new help ticket <https://www.odoo.com/help>`_. The
+   support team is able to restore access using a support login.
+
+To leave *Superuser mode*, log out of the account, by navigating to the upper-right corner, and
+clicking on the :guilabel:`OdooBot` username. Then, select the :guilabel:`Log out` option.
+
+.. tip::
+   An alternative way to activate *Superuser mode* is to login as a superuser. To do that, navigate
+   to the login screen, and enter the appropriate :guilabel:`Email` and :guilabel:`Password`.
+
+   Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as superuser`.
@@ -23,6 +23,8 @@ select a language to install and click on **LOAD.**
    If you check the "Websites to translate" checkbox you will have the option
    to change the navigation language on your website.

+.. _language/change-user-language:
+
 Change your language
 ====================

@@ -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/management/using_work_centers>`.
+  <../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`.

  If applicable, enter the :guilabel:`Fleet Mobility Card` number.

@@ -106,8 +106,8 @@ The contract template forms the basis of an offer, and can be modified for speci
 employees, when necessary. If a contract template is created or modified in the *Payroll*
 application, the changes are also reflected in the *Recruitment* application.

-To view all the current contract templates in the database, navigate to :menuselection:`Payroll
-app --> Configuration --> Contracts: Templates`.
+To view all the current contract templates in the database, navigate to :menuselection:`Payroll app
+--> Configuration --> Contracts: Templates`.

 On the :guilabel:`Contract Templates` page, all current contract templates appear in a list view. To
 view the details of a contract template, click anywhere on the line to open the contract form. The
@@ -219,6 +219,8 @@ list.
   :align: center
   :alt: The employment types in the database by default, in a list view.

+.. _payroll/work-entries:
+
 Work entries
 ============

@@ -2,36 +2,42 @@
 Job 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.
+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.

-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.
+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.

 View submitted applications by clicking anywhere on a job position card.

 .. image:: new_job/jobs.png
   :align: center
-   :alt: Main dashboard view of Recruitment showing all job positions.
+   :alt: Main dashboard view of Recruitment app showing all job positions.

 Create a new job position
 =========================

-Create a new job position from the main Recruitment dashboard by clicking the :guilabel:`New` button
-in the top-left corner.
+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.

-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.
+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.

 .. image:: new_job/job-title.png
   :align: center
   :alt: Create a new job position.

-Once the job position has been created, it will appear as a card in the kanban view on the main
-:guilabel:`Recruitment` dashboard.
+Once the job position has been created, it appears as a card in the Kanban view on the main
+*Recruitment* app dashboard.

 Edit a new job position
 -----------------------
@@ -44,40 +50,43 @@ options, and then click :guilabel:`Configuration` to edit the details.
   :align: center
   :alt: Edit the job position card.

-Enter the job description in the :guilabel:`Job Summary` tab. This information is what is visible to
-potential applicants when searching for available jobs.
-
-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.
+
+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.

 The fields can be filled out as follows:

- :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:`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:`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 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
+- :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
  selected.
- :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:`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:`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 will go through during the
-    recruitment process.
+  - :guilabel:`Process`: enter the various stages the candidate goes 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.

@@ -86,11 +95,13 @@ 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.

-.. _interview:
+.. _recruitment/interview:

 Create interview form
 ---------------------
@@ -99,350 +110,27 @@ 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.

-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.
+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.

 .. note::
-   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...`.
+   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...`.

-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.
+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.
@@ -1,90 +1,125 @@
-=================================================
-How to invoice the shipping cost to the customer?
-=================================================
+=======================
+Shipping cost invoicing
+=======================

 .. _inventory/shipping/invoice:

-Overview
-========
+Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping
+factors like distance, weight, and method.

-There are two ways to invoice the shipping costs:
+In Odoo, shipping costs can be invoiced in two ways:

-1.  Agree with the customer over a cost and seal it down in the sale
-    order
+#. Agree with the customer on a fixed cost and :ref:`include it in the sale order.
+   <inventory/shipping/invoice-so>`

-2.  Invoice the real cost of the shipping.
+#. :ref:`Invoice shipping costs to the customer post-delivery
+   <inventory/shipping/invoice-shipping>`, reflecting the actual expenses incurred by the business.

 Configuration
 =============

-To configure the price of your delivery methods, go to the **Inventory**
-app, click on :menuselection:`Configuration --> Delivery --> Delivery Methods`.
+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`.

-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
+.. image:: invoicing/enable-delivery.png
   :align: center
+   :alt: Enable the "Delivery Methods" feature in Settings.

-The price is computed when you **save** the sale order or when you click on
-**Set price**.
+Add shipping method
+===================

-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.
+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:

-When you create the invoice, it will take the price set on the sale
-order.
+- :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.

-.. image:: invoicing/invoicing01.png
+  .. 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
   :align: center
+   :alt: Click "Add Shipping" button at the bottom right, near the total.

-Invoice the real shipping costs
-------------------------------
+In the :guilabel:`Add a shipping method` pop-up window, choose the intended carrier in the
+:guilabel:`Shipping Method` field.

-On your sale order, choose the carrier that will be used. Click on
-**Delivery Method** to choose the right one.
+Then, click the :guilabel:`Get Rate` button to the calculate shipping price based on real-time
+shipping data Odoo's shipping carrier integration.

-.. image:: invoicing/invoicing05.png
+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
   :align: center
+   :alt: Calculate shipping by selecting a shipping method.

-The price is computed when you **save** the sale order. Confirm the sale
-order and proceed to deliver the product.
+.. _inventory/shipping/invoice-on-so:

-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.
+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.

-.. image:: invoicing/invoicing02.png
+.. image:: invoicing/delivery-product.png
   :align: center
+   :alt: Show delivery product on the sales order line.

-Go back to the sale order, the real cost is now added to the sale
-order.
+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.

-.. image:: invoicing/invoicing03.png
+.. image:: invoicing/create-invoice.png
   :align: center
+   :alt: Show "Create Invoice" button.

-When you create the invoice, it will take the price computed by the
-carrier.
+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.

-.. image:: invoicing/invoicing04.png
+.. image:: invoicing/invoice-line.png
   :align: center
+   :alt: Show delivery product in the invoice line.

-.. note::
-    If you split the delivery and make several ones, each delivery
-    order will add a line to the sale order.
+.. _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.

 .. seealso::
-    * :doc:`../setup_configuration/third_party_shipper`
-    * :doc:`labels`
+   - :doc:`../setup_configuration/third_party_shipper`
+   - :doc:`labels`
--- a/Show More
+++ b/Show More