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14 Commits

Author SHA1 Message Date
Loan (LSE)
c6e3853edf [IMP] iot: add documentation regarding HTTPS certificate
Also include details/troubleshoot/solutions for redundant
support issues:
 - Error code details for HTTPS certificate generation
   (see: https://github.com/odoo/odoo/pull/114993 )
 - DNS issue with HTTPS domain

 OPW-3227004
2023-04-12 10:47:29 -07:00
fvz-odoo
5ef339fe82 [l10n_mx] Update exempt tax configuration.
In Mexico there are two 0% taxes, 0% VAT and 0% exempt VAT. This change
makes the tip clearer so users do not confuse both taxes. Forward to
master.

closes odoo/documentation#2515

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-11 17:35:47 +02:00
Jonathan Castillo (jcs)
b0911a00ad [MOV] calendar: "Calendar" app from "Misc" to "Productivity"
To improve the structure of the documentation, the "Miscellaneous"
section should be limited as much as possible.

This commit:
- renames "Calendars" into "Calendar" (as the app name)
- moves the app from the "Miscellaneous" section to the "Productivity"
  section
- fixes the wrong file structure to follow the toc
  (e.g. general/calendars/outlook/outlook_calendar -> productivity/calendar/outlook)

task-3217827

closes odoo/documentation#4032

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-11 16:43:57 +02:00
Elisabeth Dickinson
3056c7b62d [IMP] odoo_theme: design improvements
Revamp of the side menu;
Round all borders for consistency with the buttons;
Improve .sig-* and .o_code elements;
Improve sphinx-tabs hover effect;

task-3046383

closes odoo/documentation#3264

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-04-11 16:43:55 +02:00
Elisabeth Dickinson
620e3c33ef [IMP] odoo_theme: general cleanup
A general reorganization of the code was needed for more clarity.
The different markup styles have been grouped together under a common
"chapter", comments have been rewritten and example pages have been
added for context.

Some levels have been removed Where there were too many for no reason.
By removing one level of styles (e.g.: `#wrap`) we avoid needing to
force overrides or adding `!important` to our code.
⌙ e.g.: before commit 9ef86cd93d8c6fc0fd96b437f629237e7a562c6e,
`.o_spoilers .accordion-body >:first-child` was being involuntarily
overridden.

task-3046383

Part-of: odoo/documentation#3264
2023-04-11 16:43:54 +02:00
Antoine Vandevenne (anv)
877d1de3c2 [IMP] odoo_theme: tweak the HTML structure of TOC entries
task-3046383

Part-of: odoo/documentation#3264
2023-04-11 16:43:54 +02:00
Antoine Vandevenne (anv)
281a893540 [IMP] extensions/custom_admonitions: tweak the HTML structure of dfn
The structure of the `dfn` role is changed from its default
`<em class="dfn">text</em>` to
`<span class="dfn"><span>text</span></span>` to ease the styling.

task-3046383

Part-of: odoo/documentation#3264
2023-04-11 16:43:54 +02:00
Jonathan Castillo (jcs)
e98cf5f54a [MOV] live chat: structure
task-3269837

closes odoo/documentation#4101

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-04-11 15:55:41 +02:00
Jonathan Castillo (jcs)
ce4a0c3e35 [MOV] website: structure
As a first step to update the doc - at last! - we first need to update
its structure.

task-3269837

Part-of: odoo/documentation#4101
2023-04-11 15:55:40 +02:00
Victor Feyens
380a5499de [ADD] tests: image size checker
closes odoo/documentation#3831

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-04-11 10:31:04 +02:00
John Holton (hojo)
1b640a7a30 [ADD] Quality: add Create quality alerts
closes odoo/documentation#3715

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-04-10 20:31:42 +02:00
John Holton (hojo)
bbbca62f6f [IMP] Inventory: Update dropshipping
closes odoo/documentation#3607

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-04-09 03:20:10 +02:00
Odoo Translation Bot
cbb0e49204 [I18N] Update translation terms from Transifex 2023-04-09 02:40:35 +02:00
Sam Lieber (sali)
728a462762 [IMP] purchase: update reordering rules config doc
closes odoo/documentation#3444

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-04-08 04:18:56 +02:00
212 changed files with 1774 additions and 1174 deletions

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@@ -13,7 +13,7 @@ personal email address or an address created by a custom domain.
.. seealso::
- :doc:`/applications/general/auth/azure`
- :doc:`/applications/general/calendars/outlook/outlook_calendar`
- :doc:`/applications/productivity/calendar/outlook`
Setup in Microsoft Azure Portal
===============================

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@@ -71,7 +71,7 @@ way to verify the ownership of your domain name is by adding a DNS record. You c
other providers.
.. seealso::
- :doc:`/applications/websites/website/optimize/seo`
- :doc:`/applications/websites/website/pages/seo`
- `Google Search Console Help - Verify your site ownership <https://support.google.com/webmasters/answer/9008080>`_
- `Bing Webmaster Tools - Add and Verify site <https://www.bing.com/webmasters/help/add-and-verify-site-12184f8b>`_

View File

@@ -13,7 +13,7 @@ email address or an address created by a custom domain.
.. seealso::
- :doc:`/applications/general/auth/google`
- :doc:`/applications/general/calendars/google/google_calendar_credentials`
- :doc:`/applications/productivity/calendar/google`
Setup in Google
===============

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@@ -174,8 +174,9 @@ Do the same for all the sales taxes that the company needs, either those that co
Odoo, or those that you add that are necessary for your company bill.
.. tip::
For the 0% VAT tax, select the option *Exento* instead of *Tasa* within the **Factor Type**
field.
For the 0% VAT tax, select the option :guilabel:`Tasa` within the :guilabel:`Factor Type` field.
For the 0% VAT **exempt** tax, select the option :guilabel:`Exento` instead of :guilabel:`Tasa`
within the :guilabel:`Factor Type` field.
When registering a payment, Odoo will carry out the movement of taxes from the **Cash Basis
Transition Account** to the account set in the **Definition** tab. For such movement, a tax base

View File

@@ -10,6 +10,5 @@ Miscellaneous
general/export_import_data
general/email_communication
general/voip
general/calendars
general/in_app_purchase
general/developer_mode

View File

@@ -6,5 +6,5 @@ Due to specific requirements in Azure's OAuth implementation, Microsoft Azure OA
is NOT compatible with Odoo at the moment.
.. seealso::
- :doc:`/applications/general/calendars/outlook/outlook_calendar`
- :doc:`../../productivity/calendar/outlook`
- :doc:`/administration/maintain/azure_oauth`

View File

@@ -9,7 +9,7 @@ This is particularly helpful if your organization uses Google Workforce and you
within your organization to connect to Odoo with their Google Accounts.
.. seealso::
- :doc:`/applications/general/calendars/google/google_calendar_credentials`
- :doc:`../../productivity/calendar/google`
- :doc:`/administration/maintain/google_oauth`
.. _google-sign-in/configuration:

View File

@@ -1,11 +0,0 @@
:nosearch:
=========
Calendars
=========
.. toctree::
:titlesonly:
calendars/outlook/outlook_calendar
calendars/google/google_calendar_credentials

View File

@@ -58,4 +58,4 @@ can change the Language to any previously installed language and click
:align: center
.. seealso::
* :doc:`../../websites/website/publish/translate`
* :doc:`../../websites/website/configuration/translate`

View File

@@ -1,109 +1,80 @@
==================================================================
Send Products to Customers Directly from Suppliers (Drop-shipping)
==================================================================
=============================================================
Use dropshipping to ship directly from suppliers to customers
=============================================================
What is Drop-Shipping?
======================
Dropshipping is an order fulfillment strategy that allows sellers to have items shipped directly
from suppliers to customers. Normally, a seller purchases a product from a supplier, stores it in
their inventory, and ships it to the end customer once an order is placed. With dropshipping, the
supplier is responsible for storing and shipping the item. This benefits the seller by reducing
inventory costs, including the price of operating warehouses.
Drop-Shipping is a system that allows orders taken from your store to be
shipped straight from your supplier to your customer. On a usual
delivery system, products are sent from your supplier to your warehouse
to be put in stock and then shipped to your customers after ordering.
Configure products to be dropshipped
====================================
With drop-shipping, no item is stocked. When a customer places an order
in your shop, the item is delivered straight from the supplier to the
customer. Therefore, the product doesn't need to get through your
warehouse.
To use dropshipping as a fulfillment strategy, navigate to the :guilabel:`Purchase` app and select
:menuselection:`Configuration --> Settings`. Under the :guilabel:`Logistics` heading, click the
:guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish.
Points to be Considered while Implementing Drop-Shipping
========================================================
Next, go to the :guilabel:`Sales` app, click :menuselection:`Products --> Products` and choose an
existing product or select :guilabel:`Create` to configure a new one. On the product page, make sure
that the :guilabel:`Can be Sold` and :guilabel:`Can be Purchased` checkboxes are enabled.
- Use drop-shipping only for the products you can't or don't want to keep in stock.
One reason is that you'll always make smaller
margins on items that are drop-shipped, so you should keep it
only for items that take up a lot of space in your warehouse.
.. image:: dropshipping/sold-purchased-checkboxes.png
:align: center
:alt: Enable the "Can be Sold" and "Can be Purchased" checkboxes on the product form.
- Drop-shipping is best for niche products.
Chances are that products that are in high demand are being offered by large suppliers at a
fraction of the price you'll be able to charge, so using a more
costly shipping method won't be financially rewarding. But if
your product is unique, then it makes sense!
Click on the :guilabel:`Purchase` tab and specify a vendor and the price that they sell the product
for. Multiple vendors can be added, but the vendor at the top of the list will be the one
automatically selected for purchase orders.
- To protect your customers from bad experiences.
Test drop-shipping companies for yourself beforehand and list the best ones.
.. image:: dropshipping/product-vendor-config.png
:align: center
:alt: The product form with a vendor specified.
- Make sure time is not against you.
Drop-shipping should take a reasonable amount of time and surely not more than it would have taken you to handle it all by yourself. It's also nice to be able
to provide your customers with a tracking number.
Finally, select the :guilabel:`Inventory` tab and enable the :guilabel:`Dropship` checkbox in the
:guilabel:`Routes` section.
- Items have to be available from your supplier.
It's good to know if
the product you're selling is available upstream. If you don't
have that information, inform your customers that you don't hold
the item in stock and that it's subject to availability from a
third party.
.. image:: dropshipping/enable-dropship-route.png
:align: center
:alt: Enable the Dropship option in the product inventory tab.
Fulfill orders using dropshipping
=================================
When a customer completes an online purchase for a dropshipped product, a sales order will be
automatically created with an associated request for quotation (:abbr:`RFQ (Request for Quotation)`)
for the supplier. Sales orders can be viewed in the :guilabel:`Sales` app by selecting
:menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart button at the top right of
a sales order to view the associated :abbr:`RFQ (Request for Quotation)`.
.. tip::
For more information and insights about Drop-Shipping, you can read our
blog: `*What is drop-shipping and how to use
it* <https://www.odoo.com/blog/business-hacks-1/post/what-is-drop-shipping-and-how-to-use-it-250>`__.
Dropship sales orders can also be created manually through the :guilabel:`Sales` app by selecting
:menuselection:`Orders --> Orders --> Create` and adding a product configured for dropshipping.
Configure Drop-Shipping
=======================
.. image:: dropshipping/dropship-sales-order.png
:align: center
:alt: A dropship sales order with the Purchase smart button in the top right corner.
Activate the functionality in the *Purchase* application by going to :menuselection:`Configuration
--> Settings`.
Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a purchase order and a
dropship receipt is created and linked to it. The receipt can be viewed by clicking the
:guilabel:`Receipt` smart button in the top right corner of the purchase order form.
.. image:: dropshipping/dropshipping_01.png
:align: center
.. image:: dropshipping/dropship-purchase-order.png
:align: center
:alt: A dropship purchase order with the Receipt smart button in the top right corner.
Then, go to the *Inventory* app, in :menuselection:`Configuration --> Settings` to
activate the *Multi-Step Routes* feature. It will allow you to make
the *Route* field appear on the sale order lines to specify you send a
product via drop-shipping.
The dropship receipt will list the supplier in the :guilabel:`Receive From` section and the customer
in the :guilabel:`Destination Location` section. Upon delivery of the product to the customer, click
on the :guilabel:`Validate` button at the top left of the dropship receipt to confirm the delivered
quantity.
.. image:: dropshipping/dropshipping_02.png
:align: center
.. image:: dropshipping/validate-dropship-receipt.png
:align: center
:alt: Validate the dropship receipt after delivery.
Now, in the *Sales* app, go to :menuselection:`Products --> Products`. Select the
product you would like to drop-ship and add a vendor pricelist which
contains the right supplier, via the purchase tab.
To view all dropship orders, simply navigate to the :guilabel:`Inventory` dashboard and click the
teal :guilabel:`# TO PROCESS` button on the :guilabel:`Dropship` card.
.. image:: dropshipping/dropshipping_03.png
:align: center
Send Products from the Suppliers Directly to the Customers
==========================================================
Create a *Sales Order* and add the product on which you just set the
vendor. Add the *Route* field thanks to the widget on the right of the
sale order line. Now, you are able to specify that your products route
is *Drop-Shipping*.
.. image:: dropshipping/dropshipping_04.png
:align: center
.. image:: dropshipping/dropshipping_05.png
:align: center
Once the sale order is confirmed, Odoo automatically generates a
*Request for Quotation* for the supplier who will proceed to the
drop-shipping. You can find it in the *Purchase* app, with the sale
order as *Source Document*.
.. image:: dropshipping/dropshipping_06.png
:align: center
Once this *Purchase Order* is confirmed, a *Receipt Order* is
created and linked to it. The source location is the vendor location and
the destination location is the customer location. Then, the product
wont go through your own stock when you validate the dropship document.
.. image:: dropshipping/dropshipping_07.png
:align: center
You can also easily access the dropship document directly from your
inventory dashboard.
.. image:: dropshipping/dropshipping_08.png
:align: center
.. image:: dropshipping/view-all-dropship-orders.png
:align: center
:alt: Click the green button on the Dropship card to view all dropship orders.

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@@ -8,3 +8,4 @@ Quality control
:titlesonly:
quality_control/quality_control_points
quality_control/quality_alerts

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@@ -0,0 +1,79 @@
=====================
Create quality alerts
=====================
Configuring quality control points is a great way to ensure that quality checks are performed at
routine stages during specific operations. However, quality issues can often appear outside of these
scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not
detected by automated processes.
.. seealso::
:doc:`Add quality control points <quality_control_points>`
Find and fill out the quality alerts form
=========================================
In some situations, it is necessary to manually create quality alerts within the *Quality* module.
.. example::
A helpdesk user who is notified of a product defect by a customer ticket can create an alert that
brings the issue to the attention of the relevant quality team.
To create a new quality alert, start from the :menuselection:`Quality` module and select
:menuselection:`Quality Control --> Quality Alerts --> Create`. The quality alert form can then be
filled out as follows:
- :guilabel:`Title`: choose a concise, yet descriptive title for the quality alert
- :guilabel:`Product`: the product about which the quality alert is being created
- :guilabel:`Product Variant`: the specific variant of the product that has the quality issue, if
applicable
- :guilabel:`Lot`: the lot number assigned to the product
- :guilabel:`Work Center`: the work center where the quality issue originated
- :guilabel:`Picking`: the picking operation during which the quality issue originated
- :guilabel:`Team`: the quality team that will be notified by the quality alert
- :guilabel:`Responsible`: the individual responsible for managing the quality alert
- :guilabel:`Tags`: classify the quality alert based on user-created tags
- :guilabel:`Root Cause`: the cause of the quality issue, if known
- :guilabel:`Priority`: assign a priority between one and three stars to ensure more
urgent issues are prioritized
The tabs at the bottom of the form can be used to provide additional information to quality teams:
- :guilabel:`Description`: provide additional details about the quality issue
- :guilabel:`Corrective Actions`: the method for fixing affected products
- :guilabel:`Preventive Actions`: procedures for preventing the issue from occurring in
the future
- :guilabel:`Miscellaneous`: the product vendor (if applicable), the company that produces
the product, and the date assigned
.. image:: quality_alerts/quality-alert-form.png
:align: center
:alt: An example of a completed quality alert form.
Add quality alerts during the manufacturing process
===================================================
Odoo enables manufacturing employees to create quality alerts within a work order without accessing
the *Quality* module. From the work order tablet view, click the :guilabel:` ☰ ` hamburger menu
icon in the top left corner and select :guilabel:`Quality Alert`.
.. image:: quality_alerts/work-order-tablet-view-menu-button.png
:align: center
:alt: Access the work order menu.
The quality alert form can then be filled out as detailed in the previous section. After saving the
form, a new alert will appear on the :guilabel:`Quality Alerts` dashboard that can be found through
the :menuselection:`Quality --> Quality Control` menu.
Manage existing quality alerts
==============================
By default, quality alerts are organized in a kanban board view. The stages of the kanban board are
fully configurable and alerts can be moved from one stage to the next by dragging and dropping or
from within each alert. Additional options are available for viewing alerts, including graph,
calendar, and pivot table views.
.. tip::
Filter alerts based on diverse criteria like date assigned or date closed. Alerts can also be
grouped by quality team, root cause, or other parameters found under the :guilabel:`Filters`
button menu.

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@@ -1,96 +1,94 @@
============================================
Dont run out of stock with reordering rules
============================================
==========================
Configure reordering rules
==========================
To make sure you never run out of stock, you can define *Reordering Rules* on products. Thanks to
them, Odoo can help you replenish your stock automatically when it reaches set quantities or
whenever a sales order is created.
For certain products, it is necessary to ensure that there is always a minimum amount available on
hand at any given time. By adding a reordering rule to a product, it is possible to automate the
reordering process so that a purchase order is automatically created whenever the amount on hand
falls below a set threshold.
.. important:: You need to install the *Inventory app* to use reordering rules.
.. important::
The *Inventory* module must be installed to use reordering rules.
Configure your storable product
===============================
Configure products for reordering
=================================
Open or create a product with its *Product Type* set to *Storable Product*.
Products must be configured in a specific way before a reordering rule can be added to them.
.. image:: reordering/reordering-storable-product.png
Starting from the :menuselection:`Inventory`, :menuselection:`Manufacturing`,
:menuselection:`Purchase`, or :menuselection:`Sales` module, navigate to :menuselection:`Products
--> Products` and then click :guilabel:`Create` to make a new product. Alternatively, find a product
that already exists in the database and click into it's product form.
Next, on the product form, enable reordering by checking the :guilabel:`Can be Purchased` option
underneathe the :guilabel:`Product Name` field. Finally, set the :guilabel:`Product Type` to
`Storable Product` under the :guilabel:`General Information` tab.
.. image:: reordering/product-configured-for-reordering.png
:align: center
:alt: Set the product type in Odoo
:alt: Configure a product for reordering in Odoo.
As you are purchasing this product from a vendor, go to the product's *Purchase tab* and add a
vendor by clicking on *Add a line*. You can add multiple vendors, but make sure to order them
correctly, since reordering rules always use the first vendor in a list. You can add a price, but it
isn't necessary for the reordering rule to work. In addition, you can add a minimum quantity you
must order to benefit from that price.
Add a reordering rule to a product
==================================
After properly configuring a product, a reordering rule can be added to it by selecting the now
visible :guilabel:`Reordering Rules` tab at the top of that product's form, and then clicking
:guilabel:`Create` on the :guilabel:`Reordering Rules` dashboard.
.. image:: reordering/reordering-rules-tab.png
:align: center
:alt: Access reordering rules for a product from the product page in Odoo.
Once created, the reordering rule can be configured to generate purchase orders automatically by
defining the following fields:
- :guilabel:`Location` specifies where the ordered quantities should be stored once they are
received and entered into stock.
- :guilabel:`Min Quantity` sets the lower threshold for the reordering rule while :guilabel:`Max
Quantity` sets the upper threshold. If the stock on hand falls below the minimum quantity, a new
purchase order will be created to replenish it up to the maximum quantity.
.. example::
If :guilabel:`Min Quantity` is set to `5` and :guilabel:`Max Quantity` is set to `25` and the
stock on hand falls to four, a purchase order will be created for 21 units of the product.
- :guilabel:`Multiple Quantity` can be configured so that products are only ordered in batches of a
certain quantity. Depending on the number entered, this can result in the creation of a purchase
order that would put the resulting stock on hand above what is specified in the :guilabel:`Max
Quantity` field.
.. example::
If :guilabel:`Max Quantity` is set to `100` but :guilabel:`Multiple Quantity` is set to order
the product in batches of `200`, a purchase order will be created for 200 units of the
product.
- :guilabel:`UoM` specifies the unit of measurement by which the quantity will be ordered. For
discrete products, this should be set to `Units`. However, it can also be set to units of
measurement like `Volume` or `Weight` for non-discrete products like water or bricks.
.. image:: reordering/reordering-rule-configuration.png
:align: center
:alt: Configure the reordering rule in Odoo.
Manually trigger reordering rules using the scheduler
=====================================================
Reordering rules will be automatically triggered by the scheduler, which runs once a day by
default. To trigger reordering rules manually, navigate to :menuselection:`Inventory --> Operations
--> Run Scheduler`. On the pop-up window, confirm the manual action by clicking :guilabel:`Run
Scheduler`.
.. note::
If the quantity Odoo has to reorder doesn't match the minimum quantity specified, Odoo selects
the next vendor on your list. If you don't have another vendor on your list, the reordering rule
won't work. For that purpose, you can add the same vendor multiple times with different prices
for different quantities.
Manually triggering reordering rules will also trigger any other scheduled actions.
.. image:: reordering/reordering-product-vendor.png
:align: center
:alt: Add vendor to a product in Odoo
Manage reordering rules
=======================
.. tip::
By default, a draft purchase order is created. However, if you have enabled *Purchase
Agreements*, you can *Propose a call for tenders* instead as shown in the image above. For more
information, see :doc:`../manage_deals/agreements`
To manage the reordering rules for a single product, navigate to that product page's form and select
the :guilabel:`Reordering Rules` tab at the top of the form.
Next, make sure the correct route is selected under the Inventory tab of your product. If you
created your product within the Purchase app, the *Buy* route is selected by default. If you are
looking to dropship your product, select *Dropship*.
.. image:: reordering/reordering-product-routes.png
:align: center
:alt: Choose product routes in Odoo
Set up your reordering rule
===========================
Open your product and click on the *Reordering Rules* button.
.. image:: reordering/reordering-button.png
:align: center
:alt: Reordering rules button on a product in Odoo
Once you are on the product's reordering rules page, click on *Create*.
.. tip::
You can access and create reordering rules from :menuselection:`Inventory --> Configuration -->
Reordering Rules` and from :menuselection:`Inventory --> Operations --> Replenishment`. By
default, the replenishment view presents a summary of all the products that you might need to
purchase to fulfill your sales orders. From there, you can ask Odoo with a single click to order
a product once or automate all orders for that product, future orders included.
Define quantities
-----------------
You can set a **minimum quantity** your stock should always have. Once set, if your stock goes below
the minimum quantity, and if you selected the Buy route, a request for quotation is automatically
generated to reach that minimum quantity, plus any additional quantity needed to fill in a sales
order for example.
If you set a **maximum quantity**, every time the product has to be replenished, enough products are
reordered to reach the maximum quantity.
If you want to order only the exact quantity needed to fill in a sales order for example, set both
both the minimum and maximum quantity to **zero**. The quantity mentioned in the sales order is then
used by the reordering rule.
You can also add a **quantity multiple** to only order products in batches of a certain quantity.
Click on the optional columns drop-down menu, and select *Multiple Quantity* to show the column.
Bear in mind that you might go over the maximum quantity you set if your rule includes a quantity
multiple, as Odoo orders enough products to reach the maximum quantity and respect the set quantity
multiple.
.. image:: reordering/reordering-create-rule.png
:align: center
:alt: Create a reordering rule in Odoo
.. note:: If you selected multiple routes for the same product under its Inventory tab, make sure to
select your *Preferred Route* on your reordering rule by clicking on the optional columns
drop-down menu, adding the *Preferred Route* column, and selecting the right route.
.. Add link when inventory doc on replenishment is updated for v14. .. seealso:: - :doc:`../../..inventory/xxx/xxx`
To manage all reordering rules for every product, go to :menuselection:`Inventory --> Configuration
--> Reordering Rules`. From this dashboard, typical bulk actions in Odoo can be performed such as
exporting data or archiving rules that are no longer needed. As well, the :guilabel:`Filters`,
:guilabel:`Group By` or triple-dotted menu on the form are available to search for and/or organize
the reordering rules as desired.

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@@ -8,5 +8,6 @@ Productivity
.. toctree::
productivity/discuss
productivity/calendar
productivity/iot
productivity/studio

View File

@@ -0,0 +1,11 @@
:nosearch:
========
Calendar
========
.. toctree::
:titlesonly:
calendar/outlook
calendar/google

View File

@@ -1,6 +1,6 @@
=====================================
Synchronize Google Calendar with Odoo
=====================================
===============================
Google Calendar synchronization
===============================
Synchronize Google Calendar with Odoo to see and manage meetings from both platforms (updates go
in both directions). This integration helps organize your schedule so you never miss a meeting.
@@ -25,7 +25,7 @@ Begin by creating a new Google API project and enabling the Google Calendar API.
Next, click :guilabel:`Select a project` and select or create an API project to store credentials.
.. image:: google_calendar_credentials/new-api-project.png
.. image:: google/new-api-project.png
:align: center
:alt: Create a new API project to store credentials.
@@ -34,14 +34,14 @@ Next, click :guilabel:`Select a project` and select or create an API project to
Then, open the API Project and click :guilabel:`Enable APIs and Services`.
.. image:: google_calendar_credentials/enable-apis-services.png
.. image:: google/enable-apis-services.png
:align: center
:alt: Enable APIs and Services on the API Project.
After that, search for *Google Calendar API* using the search bar and select :guilabel:`Google
Calendar API` from the search results. Click :guilabel:`Enable`.
.. image:: google_calendar_credentials/enable-google-cal-api.png
.. image:: google/enable-google-cal-api.png
:align: center
:alt: Enable the Google Calendar API.
@@ -55,7 +55,7 @@ four steps to create your API credentials.
- In the first step, :guilabel:`Credential Type`, select the :guilabel:`Google Calendar API` and
:guilabel:`User Data` options. Then, click :guilabel:`Next`.
.. image:: google_calendar_credentials/credential-type.png
.. image:: google/credential-type.png
:align: center
:alt: Select Google Calendar API and User Data for the Credential Type.
@@ -76,7 +76,7 @@ four steps to create your API credentials.
your company's Odoo URL address followed by */google_account/authentication*. Finally, click
:guilabel:`Create` and :guilabel:`Done`.
.. image:: google_calendar_credentials/uri.png
.. image:: google/uri.png
:align: center
:alt: Add the authorized JavaScript origins and the authorized redirect URIs.
@@ -94,7 +94,7 @@ Next, locate the credentials you just created for the Google Calendar API. Then,
:guilabel:`Edit OAuth Client` (the pencil icon). The page will redirect to the edit page, where you
can view the Client ID and the Client Secret.
.. image:: google_calendar_credentials/edit-oauth-2.png
.. image:: google/edit-oauth-2.png
:align: center
:alt: Click Edit OAuth Client to view the credential details.
@@ -105,7 +105,7 @@ Once the Client ID and the Client Secret are located, open the Odoo database and
:menuselection:`Settings --> General Settings --> Integrations --> Google Calendar`. Check the box
next to :guilabel:`Google Calendar`.
.. image:: google_calendar_credentials/settings-google-cal.png
.. image:: google/settings-google-cal.png
:align: center
:alt: The Google Calendar checkbox in General Settings.
@@ -116,7 +116,7 @@ page into their respective fields below the :guilabel:`Google Calendar` checkbox
Finally, open the Calendar module in Odoo and click on the :guilabel:`Google` sync button to sync
Google Calendar with Odoo.
.. image:: google_calendar_credentials/sync-google.png
.. image:: google/sync-google.png
:align: center
:alt: Click the Google sync button in Odoo Calendar to sync Google Calendar with Odoo.
@@ -124,12 +124,12 @@ Google Calendar with Odoo.
The first time you sync your Google Calendar with Odoo, the page will redirect to your Google
Account. Click :guilabel:`OK` and :guilabel:`Allow` to authorize Odoo to access Google Calendar.
.. image:: google_calendar_credentials/trust-odoo.png
.. image:: google/trust-odoo.png
:align: center
:alt: Give Odoo permission to access Google Calendar.
Now, Odoo Calendar is successfully synced with Google Calendar!
.. image:: google_calendar_credentials/successful-sync.png
.. image:: google/successful-sync.png
:align: center
:alt: Successfully sync between Odoo and Google Calendar.

View File

@@ -1,6 +1,6 @@
======================================
Synchronize Outlook Calendar with Odoo
======================================
================================
Outlook Calendar synchronization
================================
Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of their tasks and
appointments across all related applications.
@@ -33,7 +33,7 @@ URI (URL) followed by `/microsoft_account/authentication`.
Enter `https://www.companyname.odoo.com/microsoft_account/authentication` for the
:guilabel:`Redirect URI`.
.. image:: outlook_calendar/azure-register-application.png
.. image:: outlook/azure-register-application.png
:align: center
:alt: The "Supported account type" and "Redirect URI" settings in the Microsoft Azure AD portal.
@@ -58,27 +58,27 @@ Configuration in Odoo
In the Odoo database, go to :menuselection:`Settings --> General Settings --> Integrations` and
activate the :guilabel:`Outlook Calendar` setting.
.. image:: outlook_calendar/outlook-calendar-setting.png
.. image:: outlook/outlook-calendar-setting.png
:align: center
:alt: The "Outlook Calendar" setting activated in Odoo.
From the Microsoft Azure portal, under the :guilabel:`Overview` section of the application, copy
the :guilabel:`Application (Client) ID`, and paste it into the :guilabel:`Client ID` field in Odoo.
.. image:: outlook_calendar/client-id.png
.. image:: outlook/client-id.png
:align: center
:alt: The "Client ID" in the Microsoft Azure portal.
In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` section, copy the
:guilabel:`Client Secret Value` and paste it into the :guilabel:`Client Secret` field in Odoo.
.. image:: outlook_calendar/client-secret-value.png
.. image:: outlook/client-secret-value.png
:align: center
:alt: The "Client Secret" token to be copied from Microsoft to Odoo.
Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`.
.. _outlook_calendar/sync_with_outlook:
.. _outlook/sync:
Sync with Outlook
=================
@@ -125,7 +125,7 @@ In the Odoo database, go to the :guilabel:`Calendar` module and click the :guila
button. The page will redirect to a Microsoft login page, and the user is asked to log in to
their account, if they are not already, and grant the required permissions.
.. image:: outlook_calendar/outlook-sync-button.png
.. image:: outlook/outlook-sync-button.png
:align: center
:alt: The "Outlook" sync button in Odoo Calendar.
@@ -134,11 +134,11 @@ The synchronization is a two-way process, meaning that events are reconciled in
.. note::
All users that want to use the synchronization simply need to :ref:`sync their calendar with
Outlook <outlook_calendar/sync_with_outlook>`. The configuration of Microsoft's Azure account
Outlook <outlook/sync>`. The configuration of Microsoft's Azure account
is only done once, as Azure AD tenants' Client IDs and Client Secrets are unique, and represent
an organization that helps the user to manage a specific instance of Microsoft cloud services
for their internal and external users.
.. seealso::
- :doc:`../../../sales/crm/optimize/outlook_extension`
- :doc:`../google/google_calendar_credentials`
- :doc:`../../sales/crm/optimize/outlook_extension`
- :doc:`google`

View File

@@ -10,5 +10,6 @@ Configuration
config/connect
config/pos
config/https_certificate_iot
config/flash_sdcard
config/troubleshooting

View File

@@ -0,0 +1,260 @@
.. _iot/https_certificate_iot:
=======================
HTTPS certificate (IoT)
=======================
What is HTTPS?
==============
*Hypertext Transfer Protocol Secure* (HTTPS) is the secure version of *Hypertext Transfer Protocol*
(HTTP), which is the primary protocol used to send data back and forth between a web browser and a
website. :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is encrypted in order to increase the
security of data transfer.
:abbr:`HTTPS (Hypertext Transfer Protocol Secure)` uses an encryption protocol to encrypt
communications. The protocol is called *Transport Layer Security* (TLS), although formerly it was
known as *Secure Sockets Layer* (SSL).
:abbr:`HTTPS (Hypertext Transfer Protocol Secure)` occurs based upon the transmission of :abbr:`TLS
(Transport Layer Security)`/:abbr:`SSL (Secure Sockets Layer)` certificates, which verify that a
particular provider is who they say they are.
.. note::
In this documentation and throughout Odoo the term "HTTPS certificate" will be used to define the
fact that the :abbr:`SSL (Secure Sockets Layer)` certificate is valid and allows a :abbr:`HTTPS
(Hypertext Transfer Protocol Secure)` connection.
Why is it needed?
-----------------
In order to communicate with certain network devices (in particular for payment terminals), the
usage of :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` is mandatory. If the :abbr:`HTTPS
(Hypertext Transfer Protocol Secure)` certificate isn't valid, some devices won't be able to
interact with the :abbr:`IoT (Internet of Things)` Box.
How to obtain a Hypertext Transfer Protocol Secure (HTTPS) certificate
======================================================================
The generation of the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate is automatic.
The :abbr:`IoT (Internet of Things)` Box will send a specific request to `<https://www.odoo.com>`_
which will send back the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate if the
:abbr:`IoT (Internet of Things)` box and database are eligible.
.. _iot/iot-eligibility:
Internet of Things (IoT) eligibility
------------------------------------
#. The database should be a **production** instance. The database instance should not be a copy, a
duplicate, a staging, or a development environment.
#. The Odoo subscription must:
- Have an :guilabel:`IoT Box Subscription` line.
- :guilabel:`Status` must be :guilabel:`In Progress`.
If the subscription is linked to a `<https://www.odoo.com>`_ portal user check the information
on the portal subscription page.
.. figure:: https_certificate_iot/sub-example-in-progress.png
:align: center
:alt: Odoo.com portal subscriptions filtered by "in progress".
In this case, both subscriptions are considered "in progress" as the :guilabel:`Filter By\:
In Progress` was used.
.. note::
If the subscription is in question, contact the database's Account Manager or Partner
regarding the matter.
Troubleshooting Hypertext Transfer Protocol Secure (HTTPS) certificate errors
=============================================================================
If anything goes wrong during the process of the "HTTPS certificate" generation or reception, a
specific error will code be given on the :abbr:`IoT (Internet of Things)` box home page.
.. tip::
Accessing the :abbr:`IoT (Internet of Things)` box homepage will check for the presence of the
"HTTPS certificate" and will attempt its generation if it is missing. As such, if there is an
error on the :abbr:`IoT (Internet of Things)` box home page, refresh the :abbr:`IoT (Internet of
Things)` home page to see if the error disappears.
`ERR_IOT_HTTPS_CHECK_NO_SERVER`
-------------------------------
Reason:
The configuration regarding the server is missing. In other words, the Odoo instance is not
connected with the IoT box.
Solution:
Ensure that the server is configured.
.. seealso::
:doc:`/applications/productivity/iot/config/connect`
`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`
-----------------------------------------
Reason:
An unhandled error happened when trying to read the existing :abbr:`HTTPS (Hypertext Transfer
Protocol Secure)` certificate.
Solution:
Ensure that the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate file is readable.
`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`
----------------------------------
Reason:
The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is missing.
Solution:
Ensure that both values are configured as intended. To modify them, go to the :abbr:`IoT
(Internet of Things)` box home page, and navigate to :guilabel:`Credential`.
`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`
--------------------------------------
Reason:
An unexpected error happened when the :abbr:`IoT (Internet of Things)` box tried to reach
`<https://www.odoo.com>`_. The causes are likely due to the network
infrastructure/configuration:
- The :abbr:`IoT (Internet of Things)` box does not have access to internet.
- The network does not allow the :abbr:`IoT (Internet of Things)` box to communicate with
`<https://www.odoo.com>`_. This may be due to network devices preventing the communication
(firewalls, etc.) or the network configuration (:abbr:`VPN (Virtual Private Network)`,
etc.).
.. note::
More information regarding the error that occurred can be found in the full request
exception details, which are in the :abbr:`IoT (Internet of Things)` box logs.
Solution:
.. warning::
Consult with your system or network administrator should this issue arise. This error code
depends on the network infrastructure and goes beyond :doc:`Odoo support's service scope
</services/support/what_can_i_expect>`.
`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`
-----------------------------------
Reason:
The IoT-box was able to reach `<https://www.odoo.com>`_ but received an unusual
`HTTP response (status codes)
<https://developer.mozilla.org/en-US/docs/Web/HTTP/Status>`_.
This error code will also give the HTTP response status codes. For example, if the error reads
`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` it means that the page returned a 404 error, which is
the "Page Not Found" code.
Solution:
Check if `<https://www.odoo.com>`_ is down using a web browser, as it's possible that it is down
due to maintenance.
- If `<https://www.odoo.com>`_ is down due to maintenance, unfortunately there is nothing that
can be done but instead wait for it to recover.
- If `<https://www.odoo.com>`_ is not down due to maintenance, open a `support ticket
<https://www.odoo.com/help>`_ on the matter. Ensure that the 3 digits status code next to the
code error is included in the support ticket.
`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`
--------------------------------------
Reason:
The :abbr:`IoT (Internet of Things)` box was able to reach `<https://www.odoo.com>`_ but it
refused to deliver the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate.
Solution:
Ensure that the :abbr:`IoT (Internet of Things)` box and database are eligible for a
certificate: :ref:`Internet of Things (IoT) eligibility <iot/iot-eligibility>`.
How to ensure that the HTTPS certificate is correct
===================================================
If the certificate has been applied successfully, a new :abbr:`HTTPS (Hypertext Transfer Protocol
Secure)` :abbr:`URL (Uniform Resource Locator)` for the :abbr:`IoT (Internet of Things)` box ending
with `.odoo-iot.com` will appear on the Odoo database, inside of the :menuselection:`IoT`
application on that specific device's form.
.. image:: https_certificate_iot/odoo-new-domain.png
:align: center
:alt: Odoo IoT app IoT box with .odoo-iot.com domain.
When navigating to the :abbr:`URL (Uniform Resource Locator)` in a browser a secured :abbr:`HTTPS
(Hypertext Transfer Protocol Secure)` connection will be established.
.. figure:: https_certificate_iot/secured-connection.png
:align: center
:alt: Example of valid SSL certificate details on the browser.
Padlock in Chrome on Windows 10 attesting the fact that the connection is secured in :abbr:`HTTPS
(Hypertext Transfer Protocol Secure)`.
The IoT-box homepage will now display an `OK` status next to `HTTPS certificate`. The
drop-down menu icon, when clicked, will reveal information regarding the certificate.
.. image:: https_certificate_iot/status-ok.png
:align: center
:alt: IoT box homepage with HTTPS certificate OK status.
Domain Name System (DNS) issue
==============================
If the :abbr:`IoT (Internet of Things)` box can be accessed from its :abbr:`IP (Intrernet Protocol)`
address but not the Odoo assigned domain: `.odoo-iot.com`; then the :abbr:`IoT (Internet of Things)`
box is likely running into a :abbr:`DNS (Domain Name System)` issue. On some browsers, it will give
an error code mentioning :abbr:`DNS (Domain Name System)` (like `DNS_PROBE_FINISHED_NXDOMAIN`).
These :abbr:`DNS (Domain Name System)` issues may appear as the following in different browsers:
.. tabs::
.. tab:: Chrome
.. figure:: https_certificate_iot/dns-chrome.png
:align: center
:alt: DNS issue on Chrome browser on Windows 10.
DNS issue on Chrome browser on Windows 10.
.. tab:: Firefox
.. figure:: https_certificate_iot/dns-firefox.png
:align: center
:alt: DNS issue on Firefox browser on Windows 10.
DNS issue on Firefox browser on Windows 10.
.. tab:: Edge
.. figure:: https_certificate_iot/dns-edge.png
:align: center
:alt: DNS issue on Edge browser on Windows 10.
DNS issue on Edge browser on Windows 10.
Domain Name System (DNS) issue solution
---------------------------------------
#. Should the router allow the :abbr:`DNS (Domain Name System)` to be manually changed, change the
DNS to use `Google DNS <https://developers.google.com/speed/public-dns>`_.
#. If your router doesn't allow for this, then a change will need to be made on the :abbr:`DNS
(Domain Name System)` settings of each of the devices using `Google DNS
<https://developers.google.com/speed/public-dns>`_. This will need to occur on **every** device
that plans to interact with the :abbr:`IoT (Internet of Things)` box (e.g. computer, tablet or
phone). The individual device configuration processes can be found on the website of the
device's manufacturer.
.. note::
Other :abbr:`IoT (Internet of Things)` devices such as payment terminals likely won't need
their :abbr:`DNS (Domain Name System)` settings changed as they are already configured with
custom :abbr:`DNS (Domain Name System)`.
.. warning::
Consult with your system or network administrator should this issue arise. This error code
depends on the network infrastructure, and it goes beyond :doc:`Odoo support's service scope
</services/support/what_can_i_expect>`.

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@@ -58,7 +58,7 @@ Live Chat
| Through live interactions with your website visitors, helpdesk tickets can be instantly created
and redirected to the right person.
| Click on your helpdesk team's name - for the example below: *Customer Care* -
and :doc:`set up your channel </applications/websites/livechat/overview/get_started>`.
and :doc:`set up your channel </applications/websites/livechat>`.
.. image:: receiving_tickets/live_chat.png
:align: center
@@ -66,7 +66,7 @@ Live Chat
in Odoo Helpdesk
Now, your operators can create tickets by using the
:doc:`command </applications/websites/livechat/overview/responses>` */helpdesk (subject_of_ticket)*.
:doc:`command </applications/websites/livechat/responses>` */helpdesk (subject_of_ticket)*.
Prioritize tickets
==================

View File

@@ -28,4 +28,4 @@ See how to configure your products from links here below.
- :doc:`../maximizing_revenue/cross_selling`
- :doc:`../maximizing_revenue/reviews`
- :doc:`../maximizing_revenue/pricing`
- :doc:`../../website/optimize/seo`
- :doc:`../../website/pages/seo`

View File

@@ -1,16 +1,87 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
=========
Live Chat
=========
Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses
and it is accessible and convenient, as your customers can keep doing what they are doing while
interacting with you. Remember: your customers want to talk to you, so let's make it easy.
.. seealso::
- `Live Chat: product page <https://www.odoo.com/app/live-chat>`_
- :doc:`livechat/ratings`
- :doc:`livechat/responses`
Set up
======
Once *Live Chat* is installed on your database, if your website was created with Odoo, the
application is automatically added to it. All that is left to do is to go to
:menuselection:`Website --> Configuration --> Settings --> Live Chat`.
.. image:: livechat/livechat_settings.png
:height: 300
:alt: View of the settings page and the live chat feature for Odoo Live Chat
Select the channel to be linked to your website or create one on the fly.
.. image:: livechat/channels.png
:alt: View of a live chat channel form for Odoo Live Chat
| For both scenarios, under:
| - **Operators**: add agents to respond to the chat requests. Add as many as you like, and keep in
mind that operators that do not show any activity in Odoo for more than 30min are considered
disconnected.
| - **Options**: set the default text to be shown on the live chat button; an automated welcome
message to be seen by visitors when a conversation is initiated, and the text that prompts the
user to initiate a chat.
| - **Channel Rules**: choose an action for a given URL, and/or per country. In the example below,
the chat window automatically pops-up 3 seconds after users (from any country) land on the
contact us page.
.. image:: livechat/rules.png
:alt: View of a channels rules form for Odoo Live Chat
.. note::
GeoIP, which refers to the process of finding a computer terminals geographical location by its
IP address, must be installed on your server. Otherwise, under *Channel Rules*, countries are
not taken into account.
External options
----------------
| If your website was not created with Odoo, you can find the code to be added to your own, under
the *Widget* tab.
| Odoo also offers an URL you can send to users so they can have access to a single live chat page.
.. image:: livechat/widget.png
:alt: View of the widget tab for Odoo Live Chat
Managing chat requests
======================
Conversations initiated by visitors pop up as a direct message, and are shown in *Discuss*.
Therefore, inquiries can be answered wherever you are in Odoo.
.. image:: livechat/discuss.png
:alt: View of the discuss application with a message sent through live chat in Odoo
.. note::
Conversations are dispatched based on the current workload of the online operators.
Leave or join a channel
=======================
Go to :menuselection:`Website --> Configuration --> Settings`, access your channel under
*Live Chat*, and *Join Channel* or *Leave Channel*.
.. image:: livechat/joinchannel.png
:alt: View of a channel form and the option to join a channel for Odoo Live Chat
.. toctree::
:titlesonly:
livechat/overview
livechat/ratings
livechat/responses

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@@ -1,12 +0,0 @@
:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/get_started
overview/ratings
overview/responses

View File

@@ -1,83 +0,0 @@
==========================
Get Started with Live Chat
==========================
Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses
and it is accessible and convenient, as your customers can keep doing what they are doing while
interacting with you. Remember: your customers want to talk to you, so let's make it easy.
Set up
======
Once *Live Chat* is installed on your database, if your website was created with Odoo, the
application is automatically added to it. All that is left to do is to go to
:menuselection:`Website --> Configuration --> Settings --> Live Chat`.
.. image:: get_started/livechat_settings.png
:align: center
:height: 300
:alt: View of the settings page and the live chat feature for Odoo Live Chat
Select the channel to be linked to your website or create one on the fly.
.. image:: get_started/channels.png
:align: center
:alt: View of a live chat channel form for Odoo Live Chat
| For both scenarios, under:
| - **Operators**: add agents to respond to the chat requests. Add as many as you like, and keep in
mind that operators that do not show any activity in Odoo for more than 30min are considered
disconnected.
| - **Options**: set the default text to be shown on the live chat button; an automated welcome
message to be seen by visitors when a conversation is initiated, and the text that prompts the
user to initiate a chat.
| - **Channel Rules**: choose an action for a given URL, and/or per country. In the example below,
the chat window automatically pops-up 3 seconds after users (from any country) land on the
contact us page.
.. image:: get_started/rules.png
:align: center
:alt: View of a channels rules form for Odoo Live Chat
.. note::
GeoIP, which refers to the process of finding a computer terminals geographical location by its
IP address, must be installed on your server. Otherwise, under *Channel Rules*, countries are
not taken into account.
External options
----------------
| If your website was not created with Odoo, you can find the code to be added to your own, under
the *Widget* tab.
| Odoo also offers an URL you can send to users so they can have access to a single live chat page.
.. image:: get_started/widget.png
:align: center
:alt: View of the widget tab for Odoo Live Chat
Managing chat requests
======================
Conversations initiated by visitors pop up as a direct message, and are shown in *Discuss*.
Therefore, inquiries can be answered wherever you are in Odoo.
.. image:: get_started/discuss.png
:align: center
:alt: View of the discuss application with a message sent through live chat in Odoo
.. note::
Conversations are dispatched based on the current workload of the online operators.
Leave or join a channel
=======================
Go to :menuselection:`Website --> Configuration --> Settings`, access your channel under
*Live Chat*, and *Join Channel* or *Leave Channel*.
.. image:: get_started/joinchannel.png
:align: center
:alt: View of a channel form and the option to join a channel for Odoo Live Chat
.. seealso::
- :doc:`ratings`
- :doc:`responses`

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.. toctree::
:titlesonly:
website/publish
website/optimize
website/pages
website/configuration
website/reporting

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:nosearch:
=============
Configuration
=============
.. toctree::
:titlesonly:
configuration/translate
configuration/multi_website
configuration/unsplash
configuration/on-premise_geo-ip-installation

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=====================
Manage Multi Websites
=====================
=================
Multiple websites
=================
.. image:: multi_website/multi_website04.png
:align: center

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