[IMP] create JavaScript howtos

The JavaScript cheatsheet is outdated, we therefore remove it and
replace it by multiple howtos:

- Create a view from scratch
- Extending an existing view
- Create a field from scratch
- Extend an existing field
- Create a client action

There is other subjects to introduce as the web framework is big. Other
future contributions will cover them.

content/applications/finance/accounting/bank.rst

@@ -8,7 +8,6 @@ Bank and cash
    :titlesonly:
 
    bank/setup
-   bank/bank_synchronization
-   bank/transactions
+   bank/feeds
    bank/reconciliation
    bank/interbank

content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst

@@ -1,36 +0,0 @@
-==============
-Enable Banking
-==============
-
-**Enable Banking** is a third-party provider aggregating banking information from bank accounts all
-in one place. It offers non-intrusive connectivity to ASPSPs' official APIs across Europe without
-storing data.
-
-.. image:: enablebanking/enablebanking.png
-   :align: center
-   :alt:   Enable Banking logo
-
-**Odoo** synchronizes directly with banks to get access to all bank transactions and automatically
-import them into your database.
-
-.. seealso::
-   - :doc:`../bank_synchronization`
-   - `Enable Banking website <https://enablebanking.com/>`_
-
-Configuration
-=============
-
-Link bank accounts with Odoo
-----------------------------
-
-#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration -->
-   Add a Bank Account`;
-#. Select your bank;
-#. Make sure you give your consent to share your account information with Odoo by clicking
-   :guilabel:`Continue authentication`;
-
-   .. image:: enablebanking/enablebankingauth.png
-      :align: center
-      :alt: Enable Banking authentication page
-
-#. Finally, you are redirected to your bank's login page.

content/applications/finance/accounting/bank/feeds.rst

@@ -0,0 +1,13 @@
+:nosearch:
+
+==========
+Bank feeds
+==========
+
+.. toctree::
+   :titlesonly:
+
+   feeds/transactions
+   feeds/bank_synchronization
+   feeds/ponto
+   feeds/saltedge

content/applications/finance/accounting/bank/feeds/bank_synchronization.rst

@@ -1,8 +1,6 @@
-:show-content:
-
-====================
-Bank synchronization
-====================
+======================================
+Bank synchronization: automatic import
+======================================
 
 Odoo can synchronize directly with your bank institution to get all bank statements imported
 automatically into your database.
@@ -17,12 +15,9 @@ To connect to the banks, Odoo uses multiple web-services:
 
 - **Plaid**: United States of America and Canada
 - **Yodlee**: Worldwide
-- :doc:`Salt Edge <bank_synchronization/saltedge>`: Europe
-- :doc:`Ponto <bank_synchronization/ponto>`: Europe
-- :doc:`Enable Banking <bank_synchronization/enablebanking>`: Scandinavian countries
-
-.. seealso::
-   :doc:`transactions`
+- **Salt Edge**: Europe (:doc:`more information <saltedge>`)
+- **Ponto**: Europe (:doc:`more information <ponto>`)
+- **EnableBanking**: Scandinavian countries
 
 Configuration
 =============
@@ -201,9 +196,7 @@ You can update your credentials by going to :menuselection:`Accounting Dashboard
 Configuration --> Accounting: Online Synchronization`,open the connection you want to update your
 credentials and click on the :guilabel:`Update Credentials` button.
 
-.. toctree::
-   :titlesonly:
-
-   bank_synchronization/saltedge
-   bank_synchronization/ponto
-   bank_synchronization/enablebanking
+.. seealso::
+   * :doc:`transactions`
+   * :doc:`ponto`
+   * :doc:`saltedge`

content/applications/finance/accounting/bank/feeds/ponto.rst

@@ -1,6 +1,6 @@
-=====
-Ponto
-=====
+======================================
+Ponto as bank synchronization provider
+======================================
 
 **Ponto** is a service that allows companies and professionals to aggregate their accounts in one
 place and directly see all their transactions within one app. It is a third-party solution that is
@@ -16,9 +16,9 @@ into your database.
 Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
 and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.
 
-.. seealso::
-   - :doc:`../bank_synchronization`
-   - :doc:`../transactions`
+.. note::
+   You can find more information about bank synchronization :doc:`on this page
+   <bank_synchronization>`.
 
 Configuration
 =============
@@ -115,3 +115,10 @@ and we advise you to contact Ponto directly.
 .. important::
    Using an institution in beta is beneficial for Ponto, it allows them to have real
    feedback on the connection with the institution.
+
+
+.. seealso::
+
+   * :doc:`bank_synchronization`
+   * :doc:`saltedge`
+   * :doc:`transactions`

content/applications/finance/accounting/bank/feeds/saltedge.rst

@@ -1,6 +1,6 @@
-=========
-Salt Edge
-=========
+==========================================
+Salt Edge as bank synchronization provider
+==========================================
 
 **Salt Edge** is a third-party provider that aggregates banking information
 from your bank accounts. It supports ~5000 institutions in more than 50
@@ -8,15 +8,12 @@ countries.
 
 .. image:: saltedge/saltedge-logo.png
    :align: center
-   :width: 50%
    :alt: Salt Edge Logo
 
 Odoo can synchronize directly with your bank to get all bank statements imported
 automatically into your database.
 
-.. seealso::
-   - :doc:`../bank_synchronization`
-   - :doc:`../transactions`
+Salt Edge is a free third-party provider.
 
 Configuration
 =============
@@ -106,3 +103,9 @@ In case you already have a connection with the same credentials present on your
 and this synchronization was created with Odoo, you will normally be able to find it by going to
 :menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an
 *Update Credentials* to reactivate the connection.
+
+.. seealso::
+
+   * :doc:`bank_synchronization`
+   * :doc:`ponto`
+   * :doc:`transactions`

content/applications/finance/accounting/bank/feeds/transactions.rst

@@ -0,0 +1,46 @@
+============
+Transactions
+============
+
+Importing transactions from your bank statements allows keeping track of bank account transactions
+and reconciling them with the ones recorded in your accounting.
+
+:doc:`Bank synchronization <bank_synchronization>` automates the process. However, if you do not
+want to use it or if your bank is not yet supported, other options exist:
+
+- :ref:`Import bank transactions <import-statements>` delivered by your bank;
+- :ref:`Register bank transactions <register-transactions>` manually.
+
+.. _import-statements:
+
+Import transactions
+===================
+
+Odoo supports multiple file formats to import transactions:
+
+- SEPA recommended Cash Management format (CAMT.053);
+- Comma-separated values (.CSV);
+- Open Financial Exchange (.OFX);
+- Quicken Interchange Format (.QIF);
+- Belgium: Coded Statement of Account (.CODA).
+
+To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal,
+click on :guilabel:`Import Transactions`.
+
+.. image:: transactions/import-transactions.png
+   :align: center
+   :alt: Import bank transactions from bank journal
+
+Next, select the file and upload it.
+
+After setting the necessary formatting options and mapping the needed columns, you can run a
+:guilabel:`Test` and :guilabel:`Import` your bank transactions.
+
+.. _register-transactions:
+
+Register bank transactions manually
+===================================
+
+You can also record your bank transactions manually. To do so, go to :guilabel:`Accounting
+Dashboard`, click on the :guilabel:`Bank` journal, and then on :guilabel:`New`. Make sure to fill
+out the :guilabel:`Partner` and :guilabel:`Label` fields to ease the reconciliation process.

content/applications/finance/accounting/bank/interbank.rst

@@ -91,7 +91,7 @@ Manage and reconcile bank statements
 ------------------------------------
 
 The next step is to book the bank statements to finalize the transaction by creating,
-:doc:`importing <transactions>`, or :doc:`synchronizing <bank_synchronization>` your
+:doc:`importing <feeds/transactions>`, or :doc:`synchronizing <feeds/bank_synchronization>` your
 :guilabel:`Transactions lines`. Fill in the :guilabel:`Ending balance` and click on the
 :guilabel:`Reconcile` button.
 

content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst

@@ -125,5 +125,5 @@ line*.
 .. seealso::
 
    - :doc:`use_cases`
-   - :doc:`../bank_synchronization`
+   - :doc:`../feeds/bank_synchronization`
    - :doc:`../../receivables/customer_invoices/cash_discounts`

content/applications/finance/accounting/bank/reconciliation/use_cases.rst

@@ -102,4 +102,4 @@ right and validate all related payments :
    :align: center
 
 .. seealso::
-   :doc:`../bank_synchronization`
+   * :doc:`../feeds/bank_synchronization`

content/applications/finance/accounting/bank/setup/bank_accounts.rst

@@ -4,7 +4,7 @@ Bank and cash accounts
 
 You can manage as many bank or cash accounts as needed on your database. Configuring them well
 allows you to have all your banking data up-to-date and ready for :doc:`reconciliation
-<../reconciliation/use_cases>` with your journal entries.
+<../../bank/reconciliation/use_cases>` with your journal entries.
 
 In Odoo Accounting, each bank account has a dedicated journal set to post all entries in a dedicated
 account. Both the journal and the account are automatically created and configured whenever you add
@@ -33,7 +33,7 @@ To connect your bank account to your database, go to :menuselection:`Accounting
 follow the instructions.
 
 .. seealso::
-   :doc:`../bank_synchronization`
+   :doc:`../../bank/feeds/bank_synchronization`
 
 Create a bank account
 ---------------------
@@ -83,7 +83,7 @@ You can edit the accounting information and bank account number according to you
 
 .. seealso::
    - :doc:`../../others/multi_currency`
-   - :doc:`../transactions`
+   - :doc:`../../bank/feeds/transactions`
    - :doc:`../../bank/setup/outstanding_accounts`
 
 Suspense account
@@ -132,5 +132,5 @@ Bank feeds
   with your database.
 
 .. seealso::
-   - :doc:`../bank_synchronization`
-   - :doc:`../transactions`
+   - :doc:`../../bank/feeds/bank_synchronization`
+   - :doc:`../../bank/feeds/transactions`

content/applications/finance/accounting/bank/transactions.rst

@@ -1,94 +0,0 @@
-============
-Transactions
-============
-
-Importing transactions from your bank statements allows keeping track of bank account transactions
-and reconciling them with the ones recorded in your accounting.
-
-:doc:`Bank synchronization <bank_synchronization>` automates the process. However, if you do not
-want to use it or if your bank is not yet supported, other options exist:
-
-- :ref:`Import bank transactions <transactions/import>` delivered by your bank;
-- :ref:`Register bank transactions <transactions/register>` manually.
-
-.. note::
-   :ref:`Grouping transactions by statement <transactions/statements>` is optional.
-
-.. _transactions/import:
-
-Import transactions
-===================
-
-Odoo supports multiple file formats to import transactions:
-
-- SEPA recommended Cash Management format (CAMT.053);
-- Comma-separated values (.CSV);
-- Open Financial Exchange (.OFX);
-- Quicken Interchange Format (.QIF);
-- Belgium: Coded Statement of Account (.CODA).
-
-To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal,
-click on :guilabel:`Import Transactions`.
-
-.. image:: transactions/import-transactions.png
-   :alt: Import bank transactions from the bank journal
-
-Next, select the file and upload it.
-
-After setting the necessary formatting options and mapping the file columns with their related Odoo
-fields, you can run a :guilabel:`Test` and :guilabel:`Import` your bank transactions.
-
-.. seealso::
-   :doc:`/applications/general/export_import_data`
-
-.. _transactions/register:
-
-Register bank transactions manually
-===================================
-
-You can also record your bank transactions manually. To do so, go to :guilabel:`Accounting
-Dashboard`, click on the :guilabel:`Bank` journal, and then on :guilabel:`New`. Make sure to fill
-out the :guilabel:`Partner` and :guilabel:`Label` fields to ease the reconciliation process.
-
-.. _transactions/statements:
-
-Statements
-==========
-
-A **bank statement** is a document provided by a bank or financial institution that lists the
-transactions that have occurred in a particular bank account over a specified period of time.
-
-In Odoo Accounting, it is optional to group transactions by their related statement, but depending
-on your business flow, you may want to record them for control purposes.
-
-.. important::
-   If you want to compare the ending balances of your bank statements with the ending balances of
-   your financial records, *don't forget to create an opening transaction* to record the bank
-   account balance as of the date you begin synchronizing or importing transactions. This is
-   necessary to ensure the accuracy of your accounting.
-
-To access a list of statements, go to your :guilabel:`Accounting Dashboard`, click on the vertical
-ellipsis (:guilabel:`⋮`) button next to the bank or cash journal you want to check, then on
-:guilabel:`Statements`
-
-Statement creation from the kanban view
----------------------------------------
-
-Open the bank reconciliation view by clicking on the name of the bank journal, and identify the
-transaction corresponding to the last transaction of your bank statement. Click on the
-:guilabel:`STATEMENT` button when hovering on the upper separator line.
-
-.. image:: transactions/statements-kanban.png
-   :alt: A "STATEMENT" button is visible when hovering on the line separating two transactions.
-
-Fill out the statement's details and save. The newly created statement includes the previous
-transactions following the last statement.
-
-Statement creation from the list view
--------------------------------------
-
-Open the list of transactions by clicking on the name of the bank journal and switching to the list
-view. Select all the transactions corresponding to the bank statement, and, in the
-:guilabel:`Statement` column, select an existing statement or create a new one by typing its
-reference, clicking on :guilabel:`Create and edit...`, filling out the statement's details, and
-saving.

content/applications/finance/accounting/getting_started/initial_configuration/setup.rst

@@ -55,7 +55,7 @@ Connect your bank account to your database and have your bank statements synced
 so, find your bank in the list, click on *Connect*, and follow the instructions on-screen.
 
 .. note::
-   :doc:`Click here <../../bank/bank_synchronization>` for more information about this feature.
+   :doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this feature.
 
 If your Bank Institution can’t be synchronized automatically, or if you prefer not to sync it with
 your database, you may also configure your bank account manually by clicking on *Create it*, and
@@ -188,6 +188,6 @@ Send yourself a sample invoice by email to make sure everything is correctly con
 .. seealso::
    * :doc:`../../bank/setup/bank_accounts`
    * :doc:`chart_of_accounts`
-   * :doc:`../../bank/bank_synchronization`
+   * :doc:`../../bank/feeds/bank_synchronization`
    * :doc:`../../../fiscal_localizations`
    * `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_

content/applications/finance/accounting/receivables/customer_invoices/overview.rst

@@ -103,7 +103,7 @@ The frequency of the invoicing and the services/products invoiced are
 defined on the contract.
 
 .. seealso::
-   - :doc:`/applications/sales/subscriptions`
+   - :doc:`/applications/sales/sales/invoicing/subscriptions`
 
 Others
 ======

content/applications/finance/accounting/receivables/customer_payments/batch.rst

@@ -1,71 +1,99 @@
-==============================
-Batch payments by bank deposit
-==============================
+==================================================
+Batch payments: Batch deposits (checks, cash etc.)
+==================================================
 
-A **batch deposit** is a convenient way to group customer payments and deposit them into your bank
-account. The feature lets you list multiple payments and generate a detailed deposit slip with a
-batch reference. This reference can be used when reconciling to match bank statement lines with
-transactions in the batch deposit.
+A **Batch Deposit** groups multiple payments in a single batch. This allows you to deposit several
+payments into your bank account with a single transaction. This is particularly useful to deposit
+cash and checks.
+
+This feature allows you to list several customer payments and print a **deposit slip**. This ticket
+contains the details of the transactions and a reference to the batch deposit. You can then select
+this reference during a bank reconciliation to match the single bank statement line with all the
+transactions listed in the batch deposit.
 
 Configuration
 =============
 
-Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer Payments` and tick
-:guilabel:`Batch Payments` to activate the feature.
+To activate the feature, go to :menuselection:`Accounting --> Configuration --> Settings -->
+Customer Payments`, activate **Batch Payments**, and click on *Save*.
+
+Payment Method Types
+--------------------
+
+To record new payments as part of a Batch Deposit, you have to configure first the Journal on which
+you record them.
+
+To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open the Journal
+you want to edit, click on *Edit*, and open the *Advanced Settings* tab. In the *Payment Method
+Types* section, enable **Batch Deposit**, and click on *Save*.
+
+.. image:: batch/batch-journal-settings.png
+   :align: center
+   :alt: Payment Method Types in a journal's advanced settings
+
+.. note::
+   Your main bank accounts are automatically configured to process batch payments when you activate
+   the feature.
 
 Deposit multiple payments in batch
 ==================================
 
-Register payments
------------------
+Record payments to deposit in batch
+-----------------------------------
 
-Before performing a batch deposit, it is necessary to register each transaction's payment. To do so,
-open the corresponding customer invoice and click :guilabel:`Register Payment`. In the pop-up
-window, select the :guilabel:`Journal` linked to your bank account and :guilabel:`Batch Deposit` as
-the :guilabel:`Payment Method`, and click :guilabel:`Create Payment`.
+:doc:`Register the payments <recording>` on the bank account on which you plan to deposit them by
+opening the *Customer Invoice* for which you received a payment, and clicking on *Register Payment*.
+There, select the appropriate Journal linked to your bank account and select *Batch Deposit* as
+Payment Method.
 
-.. image:: batch/batch-payments.png
+.. image:: batch/batch-register-payment.png
    :align: center
-   :alt: Registering a customer payment as part of a batch deposit
+   :alt: Registering a customer payment as part of a Batch Deposit in Odoo Accounting
 
-Add payments to a batch deposit
--------------------------------
-
-To add payments to a batch deposit, go to :menuselection:`Accounting --> Customers --> Batch
-Payments`, and click :guilabel:`New`. Next, select the :guilabel:`Bank` and choose :guilabel:`Batch
-Deposit` as the :guilabel:`Payment Method`.
-
-.. image:: batch/batch-customer-payment.png
-   :align: center
-   :alt: Filling out a new inbound batch payment form
-
-Click :guilabel:`Add a line`. In the pop-up window, tick all payments to include in the batch
-deposit, then click :guilabel:`Select`.
-
-.. image:: batch/batch-lines-selection.png
-   :align: center
-   :alt: Selecting all payments to include in the batch deposit
-
-Once done, click :guilabel:`Validate` to finalize the batch deposit.
-
-.. tip::
-   Click :guilabel:`Print` to download a PDF file to include with the deposit slip.
-
-Bank reconciliation
--------------------
-
-Once the bank transactions are on your database, you can reconcile bank statement lines with the
-batch payment. To do so, go to the :guilabel:`Accounting Dashboard` and click :guilabel:`Reconcile
-Items` on the related bank account. Go to the :guilabel:`Batch Payments` tab to select a specific
-batch and click :guilabel:`Validate` to finalize the process.
-
-.. image:: batch/batch-reconciliation.png
-   :align: center
-   :alt: Reconciling the batch payment with all its transactions
+Do this step for all checks or payments you want to process in batch.
 
 .. note::
-   If a specific payment could not be processed by the bank or is missing, remove the related
-   payment before reconciling.
+   Make sure to write the payment reference in the **Memo** field.
+
+Add payments to a Batch Deposit
+-------------------------------
+
+To add the payments to a Batch Deposit, go to :menuselection:`Accounting --> Customers --> Batch
+Payments`, and click on *Create*. Next, select the Bank and Payment Method, then click on *Add a
+line*.
+
+.. image:: batch/batch-new-inbound.png
+   :align: center
+   :alt: Filling out a new Inbound Batch Payment form on Odoo Accounting
+
+Select all payments to include in the current Batch Deposit and click on *Select*. You can also
+record a new payment and add it to the list by clicking on *Create*.
+
+.. image:: batch/batch-payments-selection.png
+   :align: center
+   :alt: Selection of all payments to include in the Batch Deposit
+
+Once done, click on *Validate* to finalize your Batch Deposit. You can then click on *Print* to
+download a PDF file to include with the deposit slip that the bank usually requires to fill out.
+
+Bank Reconciliation
+-------------------
+
+Once the bank statements are on your database, you can reconcile the bank statement line with the
+*Batch Payment* reference. To do so, start your **Bank Reconciliation** by going to your Accounting
+dashboard and clicking on *Reconcile Items* on the related bank account. At the bank statement line,
+click on *Choose counterpart or Create Write-off* to display more options, open the *Batch Payments*
+tab, and select your Batch Payment. All related payments are automatically added.
+
+.. note::
+   The *Batch Payments* tab won't appear if a Partner is selected for this bank statement line.
+
+.. image:: batch/batch-bank-reconciliation.png
+   :align: center
+   :alt: Reconciliation of the Batch Payment with all its transactions
+
+If a check, or a payment, couldn't be processed by the bank and is missing, remove the related
+payment before validating the bank reconciliation.
 
 .. seealso::
    - :doc:`recording`

content/applications/finance/payment_providers/flutterwave.rst

@@ -17,12 +17,9 @@ Configuration on Flutterwave Dashboard
      `/payment/flutterwave/webhook` in the :guilabel:`URL` text field.
    | For example: `https://yourcompany.odoo.com/payment/flutterwave/webhook`.
 #. Fill the :guilabel:`Secret hash` with a password that you generate and save its value for later.
-#. Make sure *all* the remaining checkboxes are ticked.
+#. Make sure all the remaining checkboxes are ticked.
 #. Click on **Save** to finalize the configuration.
 
-.. image:: flutterwave/flutterwave-settings.png
-   :alt: Flutterwave settings
-
 .. _payment_providers/flutterwave/configure_odoo:
 
 Configuration on Odoo

content/applications/inventory_and_mrp/inventory/management.rst

@@ -10,6 +10,7 @@ Warehouse Management
 
    management/products
    management/warehouses
+   management/replenishment_strategies
    management/inventory_adjustments
    management/delivery
    management/incoming

content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst

@@ -0,0 +1,11 @@
+:nosearch:
+
+========================
+Replenishment strategies
+========================
+
+.. toctree::
+   :titlesonly:
+   :glob:
+
+   replenishment_strategies/virtual_warehouses

content/applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst

@@ -0,0 +1,53 @@
+===============================
+Resupply from another Warehouse
+===============================
+
+Configuration
+=============
+
+In order to be able to resupply from another warehouse, you need to
+activate \*multi-step routes\*.
+
+.. image:: virtual_warehouses/virtual-warehouses-settings.png
+   :align: center
+   :alt: Enable Multi-Step Routes in an Odoo database's settings
+
+You can then access your warehouses via :menuselection:`Inventory --> Configuration -->
+Warehouses`.
+Enter the warehouse which should be resupplied by another one. You will
+have the possibility to directly indicate through which warehouse it
+gets resupplied.
+
+.. image:: virtual_warehouses/virtual_warehouses_02.png
+   :align: center
+
+By activating this option, a new route will now be available on your
+products \*Supply Product from Second warehouse\*. It can now be
+selected, along with either a \*reordering rule\* or a \*make to
+order\*.
+
+.. image:: virtual_warehouses/virtual_warehouses_03.png
+   :align: center
+
+For the demonstration, I set a reordering rule with a minimum of 5 units
+in stock and a maximum of 10 units in stock, having currently 0 units on
+hand. I will run the scheduler by going to :menuselection:`Inventory --> Operations -->
+Run scheduler`.
+
+.. image:: virtual_warehouses/virtual_warehouses_04.png
+   :align: center
+
+The system automatically creates two pickings, one \*delivery order\*
+from my Second Warehouse which contains the necessary products, and a
+receipt in my main warehouse WH/Stock for the same products. The source
+document is the \*reordering rule\* which triggered the route \*Supply
+Product from Second warehouse\*.
+
+.. image:: virtual_warehouses/virtual_warehouses_05.png
+   :align: center
+
+.. image:: virtual_warehouses/virtual_warehouses_06.png
+   :align: center
+
+.. image:: virtual_warehouses/virtual_warehouses_07.png
+   :align: center

content/applications/inventory_and_mrp/inventory/management/reporting.rst

@@ -11,3 +11,4 @@ Valuation Methods
    reporting/inventory_valuation_config
    reporting/using_inventory_valuation
    reporting/integrating_landed_costs
+   /applications/finance/accounting/others/inventory/avg_price_valuation

content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst

@@ -1,9 +1,7 @@
 =================================
-Inventory valuation configuration
+Inventory Valuation Configuration
 =================================
 
-.. _inventory/inventory_valuation_config:
-
 All of a company's stock on-hand contributes to the valuation of its inventory. That value should
 be reflected in the company's accounting records to accurately show the value of the company and
 all of its assets.
@@ -29,32 +27,32 @@ between locations in a company's inventory.
    need to be periodically checked to ensure accuracy, and adjustments may be needed on an ongoing
    basis depending on the needs and priorities of the business.
 
-Types of accounting
+Types of Accounting
 -------------------
 
-Accounting entries will depend on the accounting mode: *Continental* or *Anglo-Saxon*.
+Accounting entries will depend on the accounting mode: Continental or Anglo-Saxon.
 
 .. tip::
-   Verify the accounting mode by activating the :ref:`developer-mode` and navigating to
-   :menuselection:`Accounting --> Configuration --> Settings`.
+   Verify the accounting mode by activating the :ref:`developer-mode`
+   and navigating to :menuselection:`Accounting --> Configuration --> Settings`.
 
-In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported when products are sold or
+In Anglo-Saxon accounting, the costs of goods sold (COGS) are reported when products are sold or
 delivered. This means that the cost of a good is only recorded as an expense when a customer is
-invoiced for a product. *Interim Stock Accounts* are used for the input and output accounts, and are
-both *Asset Accounts* in the balance sheet.
+invoiced for a product. Interim Stock Accounts are used for the input and output accounts, and are
+both Asset Accounts in the Balance Sheet.
 
-In *Continental* accounting, the cost of a good is reported as soon as a product is received into
-stock. Additionally, a single *Expense* account is used for both input and output accounts in
-the balance sheet.
+In Continental accounting, the cost of a good is reported as soon as a product is received into
+stock. Additionally, a *single* Expense account is used for both input and output accounts in
+the Balance Sheet.
 
-Costing methods
+Costing Methods
 ---------------
 
 Below are the three costing methods that can be used in Odoo for inventory valuation.
 
 - **Standard Price**: is the default costing method in Odoo. The cost of the product is manually
   defined on the product form, and this cost is used to compute the valuation. Even if the purchase
-  price on a purchase order differs, the valuation will still use the cost defined on the product
+  price on a Purchase Order differs, the valuation will still use the cost defined on the product
   form.
 - **Average Cost (AVCO)**: calculates the valuation of a product based on the average cost of that
   product, divided by the total number of available stock on-hand. With this costing method,
@@ -83,11 +81,10 @@ valuation method should apply.
 Under the :guilabel:`Inventory Valuation` heading are two labels: :guilabel:`Costing Method` and
 :guilabel:`Inventory Valuation`. Pick the desired :guilabel:`Costing Method` using the drop-down
 menu (e.g. :guilabel:`Standard`, :guilabel:`Average Cost (AVCO)`, or :guilabel:`First In First Out
-(FIFO)`) and switch the :guilabel:`Inventory Valuation` to :guilabel:`Automated`.
+(FIFO)` and switch the :guilabel:`Inventory Valuation` to :guilabel:`Automated`.
 
 .. seealso::
-   :doc:`Using the inventory valuation
-   </applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation>`
+   :doc:`Using the inventory valuation <using_inventory_valuation>`
 
 .. note::
    When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing Method`, the numerical

content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst

@@ -1,130 +1,77 @@
-=========================
-Using inventory valuation
-=========================
+=============================
+Using the inventory valuation
+=============================
 
-*Inventory valuation* is a quintessential accounting procedure that calculates the value of on-hand
-stock. Once determined, the inventory valuation amount is then incorporated into a company's overall
-value.
+Inventory valuation refers to how you value your stock. It’s a very
+important aspect of a business as the inventory can be the biggest asset
+of a company.
 
-In Odoo, this process can be conducted manually— by warehouse employees physically counting the
-products— or automatically through the database.
+In this documentation, we will explain how the inventory valuation works
+in Odoo.
 
-.. seealso::
-   :ref:`Inventory valuation configuration <inventory/inventory_valuation_config>`
-
-Understand the basics of inventory valuation
-============================================
-
-In order to understand how moving products in and out of stock affects the company's overall value,
-consider the following product and stock moves scenario below.
+Inventory valuation: the basics
+===============================
 
 Receive a product
 -----------------
 
-For example, consider an physical product, a simple *table*, which is categorized as `Office
-Furniture` in the product form's :guilabel:`Product Category` field.
+Each time a product enters or leaves your stock, the value of your
+inventory is impacted. The way it is impacted depends on the
+configuration of your product (more info here).
 
-Navigate to the the product category itself by going to :menuselection:`Inventory app -->
-Configuration --> Product Categories`, and on the form, set the :guilabel:`Costing Method` as `First
-In First Out (FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`.
+Let’s take an example with a product - a table - configured with a
+*FIFO costing method* and an automated inventory valuation.
+
+I purchase 10 tables at a cost of $10.
+
+.. image:: using_inventory_valuation/use_inventory_valuation_01.png
+    :align: center
+
+When I’ll confirm the receipt of the products, the value of my inventory
+will be impacted. If I want to know what this impact is, I can click on
+the valuation stat button.
 
 .. tip::
-   Alternatively access the :guilabel:`Product Categories` dashboard by clicking on the
-   :guilabel:`internal link` arrow on the individual product's form, by hovering over the
-   :guilabel:`Product Category` field.
+         The consignment feature allows you to set owners on your stock (discover
+         more about the consignment feature). When you receive products that are
+         owned by another company, they are not taken into account in your
+         inventory valuation.
 
-Next, assume 10 tables are purchased at a price of $10.00, each. The :abbr:`PO (Purchase Order)` for
-those tables will show the subtotal of the purchase as $100, plus any additional costs or taxes.
+.. image:: using_inventory_valuation/use_inventory_valuation_02.png
+    :align: center
 
-.. image:: using_inventory_valuation/purchase-order.png
-   :align: center
-   :alt: Purchase order with 10 tables products valued at $10 each.
+.. note::
+         You need access rights on the accounting module to see that button.
 
-After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use the
-:guilabel:`Valuation` smart button to view how the value of inventory was impacted.
+In this case, I can see that the 10 tables entered the stock for a total
+value of $100.
 
-.. image:: using_inventory_valuation/valuation-smart-button.png
-   :align: center
-   :alt: Valuation smart button on a receipt.
+.. image:: using_inventory_valuation/use_inventory_valuation_03.png
+    :align: center
 
-.. important::
-   :ref:`Developer mode <developer-mode>` must be turned on to see the *Valuation* smart button.
+I can also easily access the accounting entry that has been generated
+(in case of automated inventory valuation).
 
-.. tip::
-   The :doc:`consignment </applications/inventory_and_mrp/inventory/management/misc/owned_stock>`
-   feature allows ownership to items in stock. Thus, products owned by other companies are not
-   accounted for in the host company's inventory valuation.
-
-The :guilabel:`Stock Valuation` dashboard then displays valuation of all products in the shipment,
-along with their quantities and valuation. In the example of 10 tables being purchased, the
-:guilabel:`Total Value` column of the dashboard would display a calculated valuation of $100.
-
-.. image:: using_inventory_valuation/stock-valuation-product.png
-   :align: center
-   :alt: Stock valuation page depicting the products within a shipment.
-
-In Odoo, automatic inventory valuation records are also recorded in the *Accounting* app. To access
-these accounting entries, navigate to :menuselection:`Accounting --> Journal Entries`, and look for
-inventory valuation entries with the `STJ` prefix in the :guilabel:`Journal` and :guilabel:`Number`
-columns, respectively.
-
-.. image:: using_inventory_valuation/inventory-valuation-entry.png
-   :align: center
-   :alt: Accounting entry for the inventory valuation of 10 tables.
+.. image:: using_inventory_valuation/use_inventory_valuation_04.png
+    :align: center
 
 Deliver a product
 -----------------
 
-In the same logic, when a table is shipped to a customer and leaves the warehouse, the stock
-valuation decreases. The :guilabel:`Valuation` smart button on the :abbr:`DO (Delivery Order)`,
-likewise, displays the stock valuation record as it does on a :abbr:`PO (Purchase Order)`
+In the same logic, when a table will be delivered, the stock valuation
+will be impacted and you will have access to a similar information.
 
-.. image:: using_inventory_valuation/decreased-stock-valuation.png
-   :align: center
-   :alt: Decreased stock valuation after a product is shipped.
+.. image:: using_inventory_valuation/use_inventory_valuation_05.png
+    :align: center
 
 The inventory valuation report
 ------------------------------
 
-To view the current value of all products in the warehouse, go to :menuselection:`Inventory app -->
-Reporting --> Inventory Valuation`. The records in the table are organized by product, and selecting
-a product's drop-down menu displays detailed records with the :guilabel:`Date`,
-:guilabel:`Quantity`, and :guilabel:`Total Value` of the inventory.
+The summary of this is accessible via the inventory valuation report
+(accessible from :menuselection:`Inventory --> Reporting --> Inventory Valuation`). It gives
+you, product per product, the value of your stock. By clicking on the
+button *Inventory At Date*, you can have the same information for a
+past date.
 
-.. image:: using_inventory_valuation/inventory-valuation-products.png
-   :align: center
-   :alt: Inventory valuation report showing multiple products.
-
-.. note::
-   The :guilabel:`Inventory At Date` button, located in the top-left corner of the :guilabel:`Stock
-   Valuation` dashboard, shows the inventory valuation of products available during a prior
-   specified date.
-
-Update product unit price
-~~~~~~~~~~~~~~~~~~~~~~~~~
-
-For any company: lead times, supply chain failures, and other risk factors can contribute to
-invisible costs. Although Odoo attempts to accurately represent the stock value, *manual valuation*
-serves as an additional tool to update the unit price of products.
-
-.. important::
-   Manual valuation is intended for products that can be purchased and received for a cost greater
-   than 0, or have product categories set with :guilabel:`Costing Method` set as either `Average
-   Cost (AVCO)` or `First In First Out (FIFO)`.
-
-.. image:: using_inventory_valuation/add-manual-valuation.png
-   :align: center
-   :alt: Add manual valuation of stock value to a product.
-
-Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard by first navigating to
-:menuselection:`Inventory app --> Reporting --> Inventory Valuation`, and then click the little gray
-drop-down icon to the left of a product's name, to then reveal stock valuation line items below as
-well as a teal :guilabel:`+ (plus)` button on the right.
-
-Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product Revaluation` form,
-where updates to the calculation of inventory valuation can be made, by increasing or decreasing the
-unit price of each product.
-
-.. image:: using_inventory_valuation/product-revaluation.png
-   :align: center
-   :alt: Product revaluation form adding a value of $1.00 with the reason being inflation.
+.. image:: using_inventory_valuation/use_inventory_valuation_06.png
+    :align: center

content/applications/inventory_and_mrp/inventory/management/warehouses.rst

@@ -8,6 +8,5 @@ Warehouses
    :titlesonly:
    :glob:
 
-   warehouses/resupply_warehouses
-   warehouses/warehouse_replenishment_transfer
    warehouses/warehouses_locations
+   warehouses/resupply_warehouses

content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst

@@ -1,150 +0,0 @@
-========================================================
-Transfer products between warehouses using replenishment
-========================================================
-
-For companies that use multiple warehouses, it is often necessary to transfer items between them.
-This is referred to as an *inter-warehouse transfer*. Odoo *Inventory* handles the administrative
-process of inter-warehouse transfers to ensure that inventory counts remain accurate during and
-after the transfer. This document will detail the method for conducting an inter-warehouse transfer
-using replenishment.
-
-Configure warehouses for inter-warehouse replenishment
-======================================================
-
-First, ensure the :guilabel:`Multi-Step Routes` setting is enabled by navigating to
-:menuselection:`Inventory --> Configuration --> Settings`, and then check the box under the
-:guilabel:`Warehouse` tab. This will provide additional configuration options when creating a second
-warehouse that are needed for inter-warehouse replenishment.
-
-By default, Odoo comes with a main warehouse already configured. If an additional warehouse has not
-already been created, do so now from the :guilabel:`Inventory` module by selecting
-:menuselection:`Configuration --> Warehouses --> Create`. Otherwise, select the warehouse that
-products will be transferred to from the :guilabel:`Warehouses` page and then click :guilabel:`Edit`
-to change its settings. Configure the warehouse as follows:
-
-- :guilabel:`Warehouse`: choose a name that is not already being used for another warehouse (e.g.
-  `Alternative Warehouse`)
-- :guilabel:`Short Name`: choose a short name by which the warehouse will be identified (e.g.
-  `ALT_WH`)
-
-Click :guilabel:`Save` and the new warehouse will be created. In addition, a new :guilabel:`Resupply
-From` field will appear on the warehouse's form. Click :guilabel:`Edit` and then check the box next
-to the warehouse that will be used to resupply the warehouse that is currently being configured.
-
-.. image:: warehouse_replenishment_transfer/new-warehouse-configuration.png
-   :align: center
-   :alt: A warehouse settings form configured to allow resupplying between warehouses.
-
-.. note::
-   For the purposes of this demonstration, the warehouse that products are transferred from
-   (outgoing) will be titled "San Francisco", and the warehouse that products are transferred to
-   (incoming) will be titled "San Francisco 2".
-
-Configure products for inter-warehouse replenishment
-====================================================
-
-Products must also be configured properly in order for them to be transferred between warehouses.
-Navigate to :menuselection:`Inventory --> Products --> Products` and select an existing product or
-:guilabel:`Create` a new one, if necessary.
-
-Then, on the product form, go to the :guilabel:`Inventory` tab and enable the checkbox for
-:guilabel:`X: Supply Product from Y`, with *X* being the warehouse receiving the transferred
-products and *Y* being the warehouse that products are transferred from.
-
-.. image:: warehouse_replenishment_transfer/product-transfer-configuration.png
-   :align: center
-   :alt: Enable the checkbox to resupply one warehouse from another.
-
-Replenish one warehouse from another
-====================================
-
-Starting in the :menuselection:`Inventory` module, select :menuselection:`Products --> Products` and
-then choose the product that will be replenished. Click the :guilabel:`Replenish` button on the top
-left of the product page and fill out the pop-up form as follows:
-
-- :guilabel:`Quantity`: the number of units that will be sent to the warehouse being replenished
-- :guilabel:`Scheduled Date`: the date that the replenishment is scheduled to take place
-- :guilabel:`Warehouse`: the warehouse that will be replenished
-- :guilabel:`Preferred Routes`: select `X: Supply Product from Y`, with *X* being the warehouse to
-  be replenished and *Y* being the warehouse that the product will be transferred from
-
-.. image:: warehouse_replenishment_transfer/product-replenishment-form.png
-   :align: center
-   :alt: The form for replenishing a product.
-
-Click :guilabel:`Confirm` and a delivery order will be created for the outgoing warehouse along with
-a receipt for the warehouse that will receive the product. Depending on the configuration settings
-for the outgoing and incoming warehouses, processing delivery orders and receipts will require
-between one and three steps. This document will detail how to process one-step deliveries and
-receipts.
-
-Process the delivery order
---------------------------
-
-The first stage of a replenishment order is processing the delivery from the warehouse that the
-product is being transferred from. On the :menuselection:`Inventory` dashboard, select the
-:guilabel:`X to Process` button on the :guilabel:`Delivery Orders` card for the outgoing warehouse,
-then the delivery order created for the replenishment. On the delivery order page, click the
-:guilabel:`Check Availability` button in the top left to reserve the quantity of the product to be
-transferred. Once the delivery has been dispatched, click the :guilabel:`Validate` button to
-register the quantities shipped.
-
-.. image:: warehouse_replenishment_transfer/delivery-orders-card.png
-   :align: center
-   :alt: The delivery orders card for the outgoing warehouse.
-
-Process the receipt
--------------------
-
-Once the goods arrive at the incoming warehouse, the receipt created for that warehouse must be
-processed as well. Return to the :menuselection:`Inventory` dashboard and select the :guilabel:`X to
-Process` button on the :guilabel:`Receipts` card for the incoming warehouse, then the receipt
-created for the replenishment. On the receipt page, click the :guilabel:`Validate` button in the top
-left of the page to register the quantities received.
-
-.. image:: warehouse_replenishment_transfer/receipts-card.png
-   :align: center
-   :alt: The delivery orders card for the outgoing warehouse.
-
-After processing the receipt, the products transferred will now appear in the inventory of the
-incoming warehouse. The stock numbers for both warehouses can be viewed by returning to the product
-page and selecting the :guilabel:`X Units On Hand` button at the top of the screen.
-
-Automate inter-warehouse replenishment
-======================================
-
-Using reordering rules, it is possible to automate the process of replenishing one warehouse from
-another.
-
-To get started, navigate to :menuselection:`Inventory --> Products --> Products`, and then
-choose the product that will be replenished. From the product page, select the :guilabel:`Reordering
-Rules` smart button at the top of the form, and then on the next page, click :guilabel:`Create` to
-configure the form as follows:
-
-- :guilabel:`Location`: the location that the reordering rule will replenish when triggered, in this
-  case, the incoming warehouse
-- :guilabel:`Min Quantity`: when the quantity on hand at the incoming warehouse falls below this
-  number, the reordering rule will be triggered
-- :guilabel:`Max Quantity`: when the reordering rule is triggered, the product will be replenished
-  at the incoming warehouse up to this quantity
-- :guilabel:`Multiple Quantity`: specify if the product should be replenished in batches of a
-  certain quantity; for example, a product could be replenished in batches of 20
-- :guilabel:`UoM`: the unit of measure used for reordering the product; this value can simply be
-  `Units`, or a specific unit of measurement for weight, length, etc.
-
-.. image:: warehouse_replenishment_transfer/reordering-rule-configuration.png
-   :align: center
-   :alt: A fully configured reordering rule.
-
-Finish by clicking :guilabel:`Save` and the reordering rule will be created. Now, when the scheduler
-runs automatically each day, a transfer will be created for each reordering rule that has been
-triggered.
-
-.. tip::
-   To manually trigger reordering rules, start from the :menuselection:`Inventory` module and select
-   :menuselection:`Operation --> Run Scheduler`, then click the green :guilabel:`Run Scheduler`
-   button in the pop-up that appears.
-
-After the scheduler runs, a delivery order and receipt will be created for the outgoing and incoming
-warehouses, respectively. Both the delivery order and receipt should be processed using the same
-method as detailed above.

content/applications/inventory_and_mrp/inventory/routes/concepts.rst

@@ -9,5 +9,6 @@ Concepts
    :glob:
 
    concepts/use_routes
+   concepts/inter_warehouse
    concepts/cross_dock
    concepts/stock_warehouses

content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst

@@ -0,0 +1,71 @@
+=========================
+Inter-warehouse transfers
+=========================
+
+When owning several warehouses, goods might need to be transferred from one warehouse to another.
+This type of transfer is called an *inter-warehouse transfer*. While physically performing the
+inter-warehouse transfer might be simple, the administrative part can be complex. Fortunately, Odoo
+comes with an intuitive flow that helps save time when registering inter-warehouse transfers.
+
+Create an internal transfer
+===========================
+
+The following paragraphs detail a sample inter-warehouse transfer, referred to as an *internal
+transfer*, use case. The sample use case assumes that the user has already configured their second
+warehouse.
+
+To transfer eight units of a product from the first warehouse to another one, proceed as follows:
+
+From the :guilabel:`Inventory` dashboard, select an internal movement operation of one of the two
+warehouses. To do so, click on the three vertical dots icon on the top right corner of the
+operation card and select :guilabel:`Planned Transfer`.
+
+.. image:: inter_warehouse/internal-transfer-choice.png
+   :align: center
+   :alt: View of the choice between planned transfer and immediate transfer.
+
+On the new planned transfer form, select the :guilabel:`Source Location` (in this case, the first
+warehouse) and the :guilabel:`Destination Location` (in this case, the second warehouse).
+
+Next, add the products that will be transferred by clicking on :guilabel:`Add a line`, then click
+on :guilabel:`Save` and :guilabel:`Mark as ToDo` once done. After that, Odoo puts the transfer in
+the :guilabel:`Waiting` status. Then, click on :guilabel:`Reserve` to reserve the number of
+products in the source warehouse.
+
+.. image:: inter_warehouse/planned-internal-transfer.png
+   :align: center
+   :alt: View of the internal transfer form.
+
+.. note::
+   If :guilabel:`Immediate Transfer` was selected instead of :guilabel:`Planned Transfer`, Odoo
+   processes the transfer automatically after the :guilabel:`Validate` button is clicked on the
+   internal transfer form.
+
+It is also possible to manually transfer each product:
+
+#. On the :guilabel:`Inventory` dashboard, open the souce location's internal transfer operation
+   page.
+
+.. image:: inter_warehouse/in-progress-internal-transfer.png
+   :align: center
+   :alt: View of the dashboard with a zoom of the pending internal transfer.
+
+#. Open the desired transfer order form.
+
+.. image:: inter_warehouse/internal-transfers-list.png
+   :align: center
+   :alt: View of the pending internal transfers list.
+
+#. Click on the pencil icon in the lower right corner to open the operation details window. In this
+   new window, the quantity of products can be manually set.
+
+.. image:: inter_warehouse/backorder.png
+   :align: center
+   :alt: View of a backorder pop-up window because all products are not moved at the same time.
+
+.. note::
+   To process the transfer order partially (e.g., a part of the products can't be shipped yet due
+   to an unexpected event), Odoo automatically asks if a *backorder* should be created.
+
+   - Create a backorder if it is expected that the remaining products will be processed later.
+   - Do not create a backorder if the remaining products will not be supplied/received.

content/applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst

@@ -89,8 +89,6 @@ Area*. Then, once the quality check is done, move them to their *Storage Locatio
    orders and their products are grouped in one transfer, whereas the packing operation respects the
    grouping per customer order.
 
-.. _use-routes/routes-rules:
-
 Use routes and rules
 ====================
 

content/applications/marketing/sms_marketing.rst

@@ -13,5 +13,4 @@ SMS Marketing
 .. toctree::
    :titlesonly:
 
-   sms_marketing/essentials
    sms_marketing/pricing

content/applications/marketing/sms_marketing/essentials.rst

@@ -1,12 +0,0 @@
-:nosearch:
-
-==========
-Essentials
-==========
-
-.. toctree::
-   :titlesonly:
-
-   essentials/sms_essentials
-   essentials/sms_campaign_settings
-   essentials/mailing_lists_blacklists

content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst

@@ -1,145 +0,0 @@
-============================
-Mailing lists and blacklists
-============================
-
-Creating or importing mailing lists in Odoo is very useful when curating content to specific groups
-of people that already share similar demographics or interests. Mailing lists are also a great way
-to get started if a company is migrating from another system, and already has a established
-audience.
-
-Moreover, providing an audience with the option to 'unsubscribe' from mailings, helps businesses
-maintain good customer relations, by giving recipients the power to control what they are (and
-aren't) sent.
-
-Mailing lists
-=============
-
-In the :guilabel:`SMS Marketing` app, there's an option on the header menu called :guilabel:`Mailing
-Lists`. When clicked, a sub-menu is revealed with options for :guilabel:`Mailing Lists` and
-:guilabel:`Mailing List Contacts`.
-
-Click :menuselection:`Mailing Lists --> Mailing Lists` to see an overview of all mailing lists in
-the database.
-
-.. image:: mailing_lists_blacklists/mailing-list-main-page.png
-   :align: center
-   :alt: View of the main SMS mailing list page on the Odoo SMS Marketing application.
-
-To edit any existing list, select the desired list from the :guilabel:`Mailing Lists` page, and
-proceed to modify it in a number of ways.
-
-To create a new mailing list, click :guilabel:`Create` in the upper left corner of the
-:guilabel:`Mailing Lists` page. Doing so, will reveal a blank mailing list template form.
-
-.. image:: mailing_lists_blacklists/sms-mailing-list-popup.png
-   :align: center
-   :alt: View of the mailing list pop-up window in Odoo SMS Marketing.
-
-First, choose a name for the :guilabel:`Mailing List`, and activate the option :guilabel:`Is
-Public`, to make the mailing list accessible to recipients on the :guilabel:`Subscription Management
-page`. Doing so allows users to update their subscription preferences at any time.
-
-.. note::
-   Checking the :guilabel:`Is Public` box is not required, but is recommended to maintain good
-   customer relations.
-
-When those fields are filled in, click :guilabel:`Create` to finalize the form. Then on the main
-:guilabel:`Mailing Lists` dashboard, the new mailing list that was just created will be accessible.
-
-To edit or customize the mailing list further, select the mailing list from the main
-:guilabel:`Mailing Lists` page to reveal the mailing list detail form.
-
-Along the top of the mailing list detail form, there are various analytical smart buttons displaying
-statistics for different metrics related to the mailing list (e.g. :guilabel:`Recipients`,
-:guilabel:`Mailings`, etc.).
-
-To review or edit any of those elements, click the desired smart button to reveal a separate page
-with in-depth data associated with the mailing list.
-
-To make changes to the mailing list itself, click the :guilabel:`Edit` button in the upper-left
-corner of the mailing list detail form.
-
-.. image:: mailing_lists_blacklists/sms-mailing-list.png
-   :align: center
-   :alt: View of the mailing list template form in Odoo SMS Marketing.
-
-.. note::
-   Don't forget to hit the :guilabel:`Save` button once changes have been made.
-
-Mailing lists contacts
-======================
-
-Access contacts information from one or more mailing lists navigate to :menuselection:`Mailing Lists
---> Mailing List Contacts` to reveal a dashboard with with all the contacts associated with one or
-more of the configured mailing lists in the database.
-
-.. image:: mailing_lists_blacklists/mailing-list-contacts-page.png
-   :align: center
-   :alt: View of the mailing lists contact page in the Odoo SMS Marketing application.
-
-.. note::
-   By default, Odoo reveals the :guilabel:`Mailing List Contacts` page with the :guilabel:`Exclude
-   Blacklisted Phone` filter in the search bar. Therefore only showing contact information for
-   recipients who still want to receive communications and mailings.
-
-Communication history in the Chatter
-------------------------------------
-
-An accessible record of every sent mailing(s) is kept on each recipient's *chatter* section, located
-beneath a recipient's contact form (in the *Contacts* application).
-
-Database users can reference the chatter to easily keep track of communications, and see a history
-of interactions with contacts and prospects.
-
-For example, sales representatives can use the chatter to quickly find out which :abbr:`SMS (Short
-Message Service)` mailing promotions a certain customer has received (or not received).
-
-.. image:: mailing_lists_blacklists/sms-marketing-chatter.png
-   :align: center
-   :alt: View of what the chatter looks like in the Odoo Contacts app.
-
-Blacklist
-=========
-
-Odoo *SMS Marketing* has a :guilabel:`Blacklist` feature that provides recipients with the power to
-add their phone number to a list of people who no longer want to receieve communications or
-mailings.
-
-This is also known as the unsubscribe process: customers will automatically be added onto a
-*blacklist*, if they click :guilabel:`Unsubscribe`, via their :guilabel:`Subscription Management`
-page. Customers can also be added manually to the blacklist, if necessary.
-
-To see a complete collection of blacklisted numbers, navigate to the :menuselection:`SMS Marketing
-app --> Configuration --> Blacklisted Phone Numbers` to reveal a dashboard containing every
-blacklisted phone number in the database.
-
-.. image:: mailing_lists_blacklists/sms-blacklist-menu.png
-   :align: center
-   :alt: SMS Blacklist menu in the application.
-
-To manually add a number to a blacklist, click the :guilabel:`Create` button in the upper-left
-corner of the dashboard and enter the phone number on the next page's form. There's also a
-checkbox to indicate whether that particular phone numnber is :guilabel:`Active` (or not).
-
-.. image:: mailing_lists_blacklists/sms-blacklist-create.png
-   :align: center
-   :alt: SMS Blacklist menu in the application.
-
-Once the form is completed, click :guilabel:`Save` to add it to the :guilabel:`Blacklisted Phone
-Numbers` list. To remove any number from the blacklist, select the desired number on the dashboard,
-and then, on the phone number's form, click :guilabel:`Unblacklist`.
-
-Importing blacklists
---------------------
-
-During a software/platform migration, it is possible to import an already existing blacklist of
-contacts. This would include customers, who have already asked to be blacklisted` on :abbr:`SMS
-(Short Message Service)` mailings.
-
-To do that, navigate to :menuselection:`SMS Marketing app --> Configuration --> Blacklisted Phone
-Numbers`, and then select the :guilabel:`Favorites` drop-down menu (beneath the search bar), and
-click :guilabel:`Import records`.
-
-.. image:: mailing_lists_blacklists/import-blacklist.png
-   :align: center
-   :alt: View of how to import a blacklist in Odoo SMS Marketing.

content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst

@@ -1,158 +0,0 @@
-=====================
-SMS campaign settings
-=====================
-
-Utilizing :abbr:`SMS (Short Message Service)` campaigns with Odoo *SMS Marketing* isn't just an
-effective advertisement strategy, it's also a great way to remind people about upcoming events,
-issued invoices, and so much more.
-
-But, before :abbr:`SMS (Short Message Service)` campaigns can be created (and sent), a few specific
-settings and features must be enabled first.
-
-SMS campaign setting
-====================
-
-To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure the *Mailing Campaigns*
-feature is activated by going to :menuselection:`Email Marketing --> Configuration --> Settings`,
-and then enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes.
-
-.. image:: sms_campaign_settings/sms-mailing-campaigns.png
-   :align: center
-   :alt: View of the mailing campaigns setting in Odoo.
-
-.. note::
-   Activating the *Mailing Campaigns* feature in the *General Settings* also enables the *A/B Test*
-   feature.
-
-Once the setting is enabled, navigate back to the :menuselection:`SMS Marketing` app, and notice the
-:guilabel:`Campaigns` header menu is now available for use. Similarly, the :guilabel:`A/B Test` tab
-is now also available on every :abbr:`SMS (Short Message Service)` template form.
-
-A/B tests
-=========
-
-:guilabel:`A/B Tests` allows any :abbr:`SMS (Short Message Service)` mailings to be tested against
-other versions within the same campaign, in order to compare which version is the most successful in
-producing engagement and/or conversion outcomes.
-
-On an :abbr:`SMS (Short Message Service)` template form, under the :guilabel:`A/B Tests` tab,
-initially, there's only a single checkbox labeled: :guilabel:`Allow A/B Testing.`
-
-When clicked, a series of other options appear.
-
-.. image:: sms_campaign_settings/ab-tests-sms.png
-   :align: center
-   :alt: The A/B Test tab is located on an Odoo SMS Marketing app campaign form.
-
-In the first field, enter a desired percentage of recipients to conduct the A/B Test on.
-
-Beneath the percentage field is the :guilabel:`Winner Selection` field. This is what Odoo will use
-to determine the successful result of an A/B Test. In other words, this tells Odoo how to pick a
-winning A/B test.
-
-The following sections are available: :guilabel:`Manual`, :guilabel:`Highest Click Rate`,
-:guilabel:`Leads`, :guilabel:`Quotations`, or :guilabel:`Revenues`.
-
-Finally, the :guilabel:`Send Final On` field is listed. This represents the date-time that Odoo uses
-as a deadline to determine the winning mailing variation. Then, Odoo sends that winning mailing
-variation to the remaining recipients, who weren't involved in the test, at that prior date and
-time.
-
-.. tip::
-   Quickly create different versions of the mailing to add to the A/B Test by clicking the
-   :guilabel:`Create an Alternate Version` button.
-
-.. note::
-   Remember, the winning mailing variation is based on the criteria selected in the
-   :guilabel:`Winner Selection` field.
-
-Campaigns page
-==============
-
-To create, edit, or analyze any campaign, click :menuselection:`Campaigns` in the header menu of the
-:guilabel:`SMS Marketing` app. On the :guilabel:`Campaigns` page, each campaign displays various
-information related to the mailings associated with that campaign (e.g. number of emails, social
-posts, SMSs, and push notifications).
-
-.. image:: sms_campaign_settings/campaigns-page.png
-   :align: center
-   :alt: Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, separated by stage.
-
-Campaign templates
-==================
-
-Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank campaign template form
-to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or
-edit its campaign template form.
-
-.. image:: sms_campaign_settings/sms-campaign-template.png
-   :align: center
-   :alt: View of an SMS campaign template in Odoo SMS marketing.
-
-With each campaign, the options to :guilabel:`Send New Mailing`, :guilabel:`Send SMS`,
-:guilabel:`Send Social Post`, and :guilabel:`Push Notifications` are available above the template
-form.
-
-Whenever one of those communication options is added to the campaign, Odoo will create a new
-corresponding tab on the template form, where those types of messages can be reviewed or edited,
-along with various data sets related to each specific mailing.
-
-At the top of the template, there are various analytical smart buttons. When clicked, Odoo reveals
-in-depth metrics related to that specific topic (e.g. :guilabel:`Engagement`,
-:guilabel:`Opportunities`, etc.) on a separate page.
-
-Beneath the smart buttons, are fields for :guilabel:`Campaign Name` and :guilabel:`Responsible`.
-Odoo also allows for various :guilabel:`Tags` to be added, as well (if necessary).
-
-Sending SMSs through the Contacts app
-=====================================
-
-Sending :abbr:`SMS (Short Message Service)` mailings directly through a contact's form is available
-by default.
-
-In order to send an :abbr:`SMS (Short Message Service)` in this fashion, navigate to the
-:menuselection:`Contacts` app, select the desired contact in the database, and click on the
-:guilabel:`SMS` icon on the contact form (next to the :guilabel:`Phone Number` field).
-
-.. image:: sms_campaign_settings/sms-contact-form.png
-   :align: center
-   :alt: The SMS icon is located on an individual's contact form in Odoo Contacts.
-
-To send a message to multiple contacts at once, navigate to the main :menuselection:`Contacts` app
-main dashboard, choose the :guilabel:`List View`, and select all the desired contacts to whom the
-message should be sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`.
-
-.. image:: sms_campaign_settings/sms-contacts-action-send-message.png
-   :align: center
-   :alt: Select a number of contacts, click action, and select send multiple SMSs.
-
-Set up SMS templates for future use
-===================================
-
-In order to set up :guilabel:`SMS Templates` for future use, activate :ref:`developer mode
-<developer-mode>`, by navigating to the main Odoo dashboard that is full of apps, and select the
-:menuselection:`Settings app`. Then, scroll down to the :guilabel:`Developer Tools` section, and
-click :guilabel:`Activate the Developer Mode`.
-
-Once *developer mode* is activated, the main Odoo dashboard appears once more, with a now-visible
-bug icon, which is located at the top-right corner of the dashboard; this bug icon indicates that
-developer mode is currently active.
-
-Next return to the :menuselection:`Settings app` and, in the now-visible header menus at the top,
-choose :menuselection:`Technical --> SMS Templates` to begin setting up :abbr:`SMS (Short Message
-Service)` templates for future marketing campaigns.
-
-.. image:: sms_campaign_settings/sms-template-setting.png
-   :align: center
-   :alt: Select the SMS Template option in the Technical dropdown on the Settings app.
-
-Inside of the :guilabel:`SMS Templates` dashboard, Odoo reveals an entire page of :abbr:`SMS (Short
-Message Service)` templates. The default :guilabel:`List` view showcases each template's name, and
-to which recipients it applies.
-
-On this page, :abbr:`SMS (Short Message Service)` templates can be edited or created from scratch.
-
-.. image:: sms_campaign_settings/sms-template.png
-   :align: center
-   :alt: The SMS Templates page in Odoo is available after enabling developer mode in the General
-         Settings