[FIX] odoo_theme: correctly consider baseurl

urlBase was only containing the domain name, not the /documentation/

.gitattributes

@@ -0,0 +1,2 @@
+# Include RST files in language statistics on GitHub.
+*.rst linguist-detectable

.gitignore

@@ -1,6 +1,7 @@
 *.pyc
-.*
 *.mo
+.*
+!.gitattributes
 
 # Sphinx build files
 _build/

Makefile

@@ -19,12 +19,14 @@ SPHINXOPTS     = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSIO
                  -D versions=$(VERSIONS) -D languages=$(LANGUAGES) -D language=$(CURRENT_LANG) \
                  -D is_remote_build=$(IS_REMOTE_BUILD) \
                  -A google_analytics_key=$(GOOGLE_ANALYTICS_KEY) \
+                 -A plausible_script=$(PLAUSIBLE_SCRIPT) \
+                 -A plausible_domain=$(PLAUSIBLE_DOMAIN) \
 				 -j $(WORKERS)
 SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-15.2
 endif
 ifneq ($(CURRENT_LANG),en)
   HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)

README.md

@@ -4,11 +4,11 @@
 
 ### Requirements
 
-- [Git](https://www.odoo.com/documentation/master/contributing/documentation.html#install-git)
-- [Python 3.7 or 3.8](https://www.odoo.com/documentation/master/contributing/documentation.html#python)
-- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/master/requirements.txt).
-- [Make](https://www.odoo.com/documentation/master/contributing/documentation.html#make)
-- A local copy of the [odoo/odoo repository in master](https://github.com/odoo/odoo/tree/master) (Optional)
+- [Git](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#install-git)
+- [Python 3.7 or 3.8](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#python)
+- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/saas-15.2/requirements.txt).
+- [Make](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#make)
+- A local copy of the [odoo/odoo repository in saas-15.2](https://github.com/odoo/odoo/tree/saas-15.2) (Optional)
 
 ### Instructions
 
@@ -23,7 +23,7 @@
 
 2. Open the file `documentation/_build/html/index.html` in your web browser to display the render.
 
-3. See [this guide](https://www.odoo.com/documentation/master/contributing/documentation.html#preview-your-changes)
+3. See [this guide](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#preview-your-changes)
    for more detailed instructions.
 
 Optional: to fully build the developer documentation with inline docstrings for documented Python
@@ -34,7 +34,7 @@ be shown.
 ## Contribute to the documentation
 
 For contributions to the content of the documentation, please refer to the
-[Introduction Guide](https://www.odoo.com/documentation/master/contributing/documentation.html).
+[Introduction Guide](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html).
 
 To **report a content issue**, **request new content** or **ask a question**, use the
 [repository's issue tracker](https://github.com/odoo/documentation-user/issues) as usual.

conf.py

@@ -1,9 +1,12 @@
 import re
 import os
+import shutil
 import sys
 from pathlib import Path
 
+import docutils
 from pygments.lexers import JsonLexer, XmlLexer
+from sphinx.ext import graphviz
 from sphinx.util import logging
 import sphinx
 
@@ -19,7 +22,7 @@ copyright = 'Odoo S.A.'
 # `version` if the version info for the project being documented, acts as replacement for |version|,
 # also used in various other places throughout the built documents.
 # `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
-version = release = 'master'
+version = release = 'saas-15.2'
 
 # The minimal Sphinx version required to build the documentation.
 needs_sphinx = '3.0.0'
@@ -53,6 +56,11 @@ add_function_parentheses = True
 
 #=== Extensions configuration ===#
 
+source_read_replace_vals = {
+    'GITHUB_PATH': f'https://github.com/odoo/odoo/blob/{version}',
+    'GITHUB_ENT_PATH': f'https://github.com/odoo/enterprise/blob/{version}',
+}
+
 # Add extensions directory to PYTHONPATH
 extension_dir = Path('extensions')
 sys.path.insert(0, str(extension_dir.absolute()))
@@ -74,11 +82,15 @@ if not odoo_sources_dirs:
         {'dir_list': '\n'.join([f'\t- {d.resolve()}' for d in odoo_sources_candidate_dirs])},
     )
 else:
-    odoo_dir = odoo_sources_dirs[0].resolve()
-    sys.path.insert(0, str(odoo_dir))
     if (3, 6) < sys.version_info < (3, 7):
-        # Running odoo needs python 3.7 min but monkey patch version_info to be compatible with 3.6
+        # Running odoo needs python 3.7 min but monkey patch version_info to be compatible with 3.6.
         sys.version_info = (3, 7, 0)
+    odoo_dir = odoo_sources_dirs[0].resolve()
+    source_read_replace_vals['ODOO_RELPATH'] = '/../' + str(odoo_sources_dirs[0])
+    source_read_replace_vals['ODOO_ABSPATH'] = str(odoo_dir)
+    sys.path.insert(0, str(odoo_dir))
+    import odoo.addons
+    odoo.addons.__path__.append(str(odoo_dir) + '/addons')
     from odoo import release as odoo_release  # Don't collide with Sphinx's 'release' config option
     odoo_version = odoo_release.version.replace('~', '-')  # Change saas~XX.Y to saas-XX.Y
     odoo_version = 'master' if 'alpha' in odoo_release.version else odoo_version
@@ -98,12 +110,18 @@ else:
         )
         odoo_dir_in_path = True
 
+# Mapping between odoo models related to master data and the declaration of the
+# data. This is used to point users to available xml_ids when giving values for
+# a field with the autodoc_field extension.
+model_references = {
+    'account.account.type': 'addons/account/data/data_account_type.xml',
+    'res.country': 'odoo/addons/base/data/res_country_data.xml',
+    'res.currency': 'odoo/addons/base/data/res_currency_data.xml',
+}
+
 # The Sphinx extensions to use, as module names.
 # They can be extensions coming with Sphinx (named 'sphinx.ext.*') or custom ones.
 extensions = [
-    # Parse Python docstrings (autodoc, automodule, autoattribute directives)
-    'sphinx.ext.autodoc' if odoo_dir_in_path else 'autodoc_placeholder',
-
     # Link sources in other projects (used to build the reference doc)
     'sphinx.ext.intersphinx',
 
@@ -133,7 +151,15 @@ if odoo_dir_in_path:
     extensions += [
         'sphinx.ext.linkcode',
         'github_link',
+        # Parse Python docstrings (autodoc, automodule, autoattribute directives)
+        'sphinx.ext.autodoc',
+        'autodoc_field',
     ]
+else:
+    extensions += [
+        'autodoc_placeholder',
+    ]
+extensions.append('sphinx.ext.graphviz' if shutil.which('dot') else 'graphviz_placeholder')
 
 todo_include_todos = False
 
@@ -266,6 +292,22 @@ latex_logo = 'static/img/odoo_logo.png'
 # If true, show URL addresses after external links.
 latex_show_urls = 'True'
 
+# https://github.com/sphinx-doc/sphinx/issues/4054#issuecomment-329097229
+def source_read_replace(app, docname, source):
+    """Substitute parts of strings with computed values.
+
+    Since the RST substitution is not working everywhere, i.e. in directives'
+    options, we need to be able to input those values when reading the sources.
+    This is using the config `source_read_replace_vals`, mapping a name to its
+    replacement. This will look for the name surrounded by curly braces in the source.
+
+    Meant to be connected to the `source-read` event.
+    """
+    result = source[0]
+    for key in app.config.source_read_replace_vals:
+        result = result.replace(f"{{{key}}}", app.config.source_read_replace_vals[key])
+    source[0] = result
+
 
 def setup(app):
     # Generate all alternate URLs for each document
@@ -274,12 +316,34 @@ def setup(app):
     app.add_config_value('versions', None, 'env')
     app.add_config_value('languages', None, 'env')
     app.add_config_value('is_remote_build', None, 'env')  # Whether the build is remotely deployed
+    app.add_config_value('source_read_replace_vals', {}, 'env')
+    app.connect('source-read', source_read_replace)
 
     app.add_lexer('json', JsonLexer)
     app.add_lexer('xml', XmlLexer)
 
     app.connect('html-page-context', _generate_alternate_urls)
 
+    # Add a `condition` option on directives to ignore them based on config values
+    app.add_config_value('odoo_dir_in_path', None, 'env')
+    def context_eval(expr):
+        return eval(expr, {confval.name: confval.value for confval in app.config})
+
+    def patch(to_patch):
+        to_patch.option_spec['condition'] = context_eval
+        original_run = to_patch.run
+        def new_run(self):
+            if not self.options.get('condition', True):
+                return []
+            return original_run(self)
+        to_patch.run = new_run
+
+    for to_patch in (
+        sphinx.directives.code.LiteralInclude,
+        docutils.parsers.rst.directives.tables.CSVTable,
+    ):
+        patch(to_patch)
+
 
 def _generate_alternate_urls(app, pagename, templatename, context, doctree):
     """ Add keys of required alternate URLs for the current document in the rendering context.

content/administration/maintain/domain_names.rst

@@ -21,6 +21,11 @@ You can use a custom domain name to access your Odoo database and websites:
    databases for one year. Visitors can then access your website with an address such as
    ``www.example.com`` rather than the default ``example.odoo.com``.
 
+.. seealso::
+   - `Odoo Tutorials: Register a Free Domain Name
+     <https://www.odoo.com/slides/slide/register-a-free-domain-name-1663>`_
+   - `Odoo Quick Tips: Get a free domain name! <https://www.youtube.com/watch?v=eAfgeNOHLP4>`_
+
 .. _domain-name/about:
 
 About domain names

content/applications/finance/accounting/bank.rst

@@ -1,8 +1,8 @@
 :nosearch:
 
-===========
-Bank & Cash
-===========
+=============
+Bank and cash
+=============
 
 .. toctree::
    :titlesonly:

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

@@ -1,7 +1,7 @@
 :nosearch:
 
 ==========
-Bank Feeds
+Bank feeds
 ==========
 
 .. toctree::

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

@@ -1,5 +1,5 @@
 ===============
-Bank Statements
+Bank statements
 ===============
 
 Importing your bank statements in Odoo Accounting allows you to keep track of the financial

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

@@ -1,5 +1,5 @@
 ======================================
-Bank Synchronization: Automatic Import
+Bank synchronization: Automatic import
 ======================================
 
 Odoo can synchronize directly with your bank institution to get all bank statements imported

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

@@ -1,7 +1,7 @@
 :nosearch:
 
 ===================
-Bank Reconciliation
+Bank reconciliation
 ===================
 
 .. toctree::

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

@@ -8,5 +8,6 @@ Setup
    :titlesonly:
 
    setup/bank_accounts
+   setup/outstanding_accounts
    setup/manage_cash_register
    setup/foreign_currency

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

@@ -0,0 +1,46 @@
+====================
+Outstanding accounts
+====================
+
+By default, payments are registered through transitory accounts named **outstanding accounts**,
+before being recorded in your bank account.
+
+- An **outstanding payments account** is where outgoing payments are posted until they are linked
+  with a withdrawal from your bank statement.
+- An **outstanding receipts account** is where incoming payments are posted until they are linked
+  with a deposit from your bank statement.
+
+These accounts should be of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets`.
+
+.. note::
+   The movement from an outstanding account to a bank account is done automatically when you
+   reconcile the bank account with a bank statement.
+
+Configuration
+=============
+
+Default accounts configuration
+------------------------------
+
+The outstanding accounts are defined by default. If necessary, you can update them by going to
+:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your
+:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`.
+
+Bank and cash journals configuration
+------------------------------------
+
+You can also set specific outstanding accounts for any journal with the :ref:`type
+<chart-of-account/type>` :guilabel:`Bank` or :guilabel:`Cash`.
+
+From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to
+configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing
+Payments` tab. To display the outstanding accounts column, click on the toggle button and check the
+:guilabel:`Outstanding Receipts/Payments accounts`, then update the account.
+
+.. image:: outstanding_accounts/toggle-button.png
+   :align: center
+   :alt: Select the toggle button and click on outstanding Accounts
+
+.. note::
+   If you do not specify an outstanding payments account or an outstanding receipts account for a
+   specific journal, Odoo uses the default outstanding accounts.

content/applications/finance/accounting/fiscal_localizations.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ====================
-Fiscal Localizations
+Fiscal localizations
 ====================
 
 .. toctree::

content/applications/finance/accounting/fiscal_localizations/localizations/mexico.rst

@@ -555,6 +555,14 @@ be *In Payment* since the payment will be effectively validated when it is bank
    associated with the invoice, it must be valid so that the stamped payment complement can be
    created.
 
+.. warning::
+   - When making a payment in MXN for an invoice in USD, the payment must be created using the
+     :guilabel:`Register Payment` button **on the invoice view** and not separately as a payment.
+     Otherwise, the payment CFDI is not correctly generated.
+   - As such, a payment in MXN cannot be used to pay multiple invoices in USD. Rather, the payment
+     should be separated into multiple payments created using the :guilabel:`Register Payment`
+     button on the corresponding invoices.
+
 Register PUE Payments
 ~~~~~~~~~~~~~~~~~~~~~
 

content/applications/finance/accounting/fiscal_localizations/overview/fiscal_localization_packages.rst

@@ -1,5 +1,5 @@
 ============================
-Fiscal Localization Packages
+Fiscal localization packages
 ============================
 
 **Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,

content/applications/finance/accounting/fiscal_localizations/overview/localizations_list.rst

@@ -6,7 +6,7 @@ Odoo Accounting can be used in many countries out of the box by installing the a
 Here is a list of all :doc:`Fiscal Localization Packages <fiscal_localization_packages>` that are
 available on Odoo.
 
-Fiscal Localization Packages available
+Fiscal localization packages available
 ======================================
 
 - Algeria - Accounting

content/applications/finance/accounting/getting_started.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ===============
-Getting Started
+Getting started
 ===============
 
 .. toctree::

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

@@ -1,7 +1,7 @@
 :nosearch:
 
 =====================
-Initial Configuration
+Initial configuration
 =====================
 
 .. toctree::

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

@@ -46,6 +46,8 @@ Code and Name
 
 Each account is identified by its **Code** and **Name**, which also indicates the account's purpose.
 
+.. _chart-of-account/type:
+
 Type
 ----
 

content/applications/finance/accounting/others/analytic.rst

@@ -1,8 +1,8 @@
 :nosearch:
 
-===========
+========
 Analytic
-===========
+========
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/payables.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ================
-Account Payables
+Account payables
 ================
 
 .. toctree::

content/applications/finance/accounting/payables/pay.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ===============
-Vendor Payments
+Vendor payments
 ===============
 
 .. toctree::

content/applications/finance/accounting/payables/pay/check.rst

@@ -1,5 +1,5 @@
 =============
-Pay by Checks
+Pay by checks
 =============
 
 Once you decide to pay a supplier bill, you can select to pay by check.

content/applications/finance/accounting/payables/supplier_bills.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ============
-Vendor Bills
+Vendor bills
 ============
 
 .. toctree::

content/applications/finance/accounting/payables/supplier_bills/assets.rst

@@ -1,5 +1,5 @@
 ===================================
-Non-current Assets and Fixed Assets
+Non-current assets and fixed assets
 ===================================
 
 **Non-current Assets**, also known as **long-term assets**, are investments that are expected to be

content/applications/finance/accounting/payables/supplier_bills/deferred_expenses.rst

@@ -1,5 +1,5 @@
 =================================
-Deferred Expenses and Prepayments
+Deferred expenses and prepayments
 =================================
 
 **Deferred expenses** and **prepayments** (also known as **prepaid expense**), are both costs that

content/applications/finance/accounting/payables/supplier_bills/manage.rst

@@ -1,5 +1,5 @@
 ===================
-Manage vendor Bills
+Manage vendor bills
 ===================
 
 The **Purchase** application allows you to manage your purchase orders,

content/applications/finance/accounting/payables/supplier_bills/ocr.rst

@@ -1,5 +1,5 @@
 ==============================================================
-Digitize Vendor Bills with Optical Character Recognition (OCR)
+Digitize vendor bills with optical character recognition (OCR)
 ==============================================================
 
 Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize

content/applications/finance/accounting/payables/supplier_bills/purchase_receipts.rst

@@ -1,5 +1,5 @@
 =================
-Purchase Receipts
+Purchase receipts
 =================
 
 **Purchase Receipts** are not invoices but rather confirmations of received payments, such as a

content/applications/finance/accounting/receivables.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ===================
-Account Receivables
+Account receivables
 ===================
 
 .. toctree::

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

@@ -1,7 +1,7 @@
 :nosearch:
 
 =================
-Customer Invoices
+Customer invoices
 =================
 
 .. toctree::

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

@@ -1,5 +1,5 @@
 =============
-Cash Rounding
+Cash rounding
 =============
 
 **Cash rounding** is required when the lowest physical denomination

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

@@ -1,5 +1,5 @@
 ========================
-Credit Notes and Refunds
+Credit notes and refunds
 ========================
 A **credit note**, or **credit memo**, is a document issued 
 to a customer that notifies them that they have been credited 

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

@@ -1,5 +1,5 @@
 =================
-Deferred Revenues
+Deferred revenues
 =================
 
 **Deferred revenues**, or **unearned revenue**, are payments made in advance by customers for

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

@@ -1,5 +1,5 @@
 ===================================
-Payment Terms and Installment Plans
+Payment terms and installment plans
 ===================================
 
 **Payment Terms** specify all the conditions under which a sale is paid, mostly to ensure customers

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

@@ -1,5 +1,5 @@
 ======================================
-Send your Invoices by Post (Snailmail)
+Send your invoices by post (Snailmail)
 ======================================
 
 Direct mail is a great way to capture individuals’ attention at a time where inboxes are always

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

@@ -1,7 +1,7 @@
 :nosearch:
 
 =================
-Customer Payments
+Customer payments
 =================
 
 .. toctree::

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

@@ -1,5 +1,5 @@
 ==================================================
-Batch Payments: Batch Deposits (checks, cash etc.)
+Batch payments: Batch deposits (checks, cash etc.)
 ==================================================
 
 A **Batch Deposit** groups multiple payments in a single batch. This allows you to deposit several

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

@@ -1,5 +1,5 @@
 =======================================
-Batch Payments: SEPA Direct Debit (SDD)
+Batch payments: SEPA Direct Debit (SDD)
 =======================================
 
 SEPA, the Single Euro Payments Area, is a payment-integration initiative of the European Union for

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

@@ -1,5 +1,5 @@
 ======================
-Invoice Online Payment
+Invoice online payment
 ======================
 
 To make it more convenient for your customers to pay the invoices you issue, you can activate the

content/applications/finance/accounting/reporting.rst

@@ -1,8 +1,8 @@
 :nosearch:
 
-===========
+=========
 Reporting
-===========
+=========
 
 .. toctree::
    :titlesonly:

content/applications/finance/accounting/reporting/declarations/tax_returns.rst

@@ -1,5 +1,5 @@
 ============================
-Tax Return (VAT Declaration)
+Tax return (VAT declaration)
 ============================
 
 Companies that are registered for **VAT (Value Added Tax)** must file a **Tax return** on a monthly

content/applications/finance/accounting/taxation/fiscal_year.rst

@@ -1,7 +1,7 @@
 :nosearch:
 
 ===========
-Fiscal Year
+Fiscal year
 ===========
 
 .. toctree::

content/applications/finance/accounting/taxation/taxes.rst

@@ -11,6 +11,7 @@ Taxes
    taxes/default_taxes
    taxes/fiscal_positions
    taxes/eu_distance_selling
+   taxes/avatax   
    taxes/taxcloud
    taxes/retention
    taxes/B2B_B2C

content/applications/finance/accounting/taxation/taxes/avatax.rst

@@ -0,0 +1,74 @@
+==================
+Avatax integration
+==================
+
+Avatax is a tax calculation provider that can be integrated in Odoo.
+
+.. _avatax/credentials:
+
+Credential configuration
+========================
+
+To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings -->
+Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section.
+
+.. tip::
+   If you do not yet have credentials, click on :guilabel:`How to Get Credentials`.
+
+.. image:: avatax/avatax-configuration-settings.png
+   :align: center
+   :alt: Configure Avatax settings
+
+.. _avatax/tax-mapping:
+
+Tax mapping
+===========
+
+The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal
+position.
+
+Before using the integration, specify an :guilabel:`Avatax Category` on the product categories.
+
+.. image:: avatax/avatax-category.png
+   :align: center
+   :alt: Specify Avatax Category on products
+
+Avatax Categories may be overridden or set on individual products as well.
+
+.. image:: avatax/override-avatax-product-category.png
+   :align: center
+   :alt: Override product categories as needed
+
+.. _avatax/address-mapping:
+
+Address validation
+==================
+
+Manually validate customer addresses by clicking the :guilabel:`Validate address` link in the
+customer form view.
+
+.. image:: avatax/validate-customer-address.png
+   :align: center
+   :alt: Validate customer addresses
+
+If preferred, choose to keep the newly validated address or the original address in the wizard that
+pops up.
+
+.. image:: avatax/choose-customer-address.png
+   :align: center
+   :alt: Address validation wizard
+
+.. _avatax/tax-calculation:
+
+Tax calculation
+===============
+
+Automatically calculate taxes on Odoo quotations and invoices with Avatax by confirming the
+documents. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes
+using Avatax` button while these documents are in draft mode.
+
+Use the :guilabel:`Avalara Code` field that's available on customers, quotations, and invoices to
+cross-reference data in Odoo and Avatax.
+
+.. seealso::
+   - :doc:`fiscal_positions`

content/applications/finance/accounting/taxation/taxes/default_taxes.rst

@@ -1,5 +1,5 @@
 =============
-Default Taxes
+Default taxes
 =============
 
 **Default Taxes** define which :doc:`taxes <taxes>` are automatically selected when there is no

content/applications/finance/accounting/taxation/taxes/eu_distance_selling.rst

@@ -1,5 +1,5 @@
 ===================================
-EU intra-community Distance Selling
+EU intra-community distance selling
 ===================================
 
 **Distance sales within the European Union** include cross-border sales of goods and services to a

content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst

@@ -1,5 +1,5 @@
 ==========================================
-Fiscal Positions (tax and account mapping)
+Fiscal positions (tax and account mapping)
 ==========================================
 
 Default taxes and accounts are set on products and customers to create new transactions on the fly.

content/applications/finance/payment_acquirers.rst

@@ -56,7 +56,7 @@ Online payment acquirers
 |                               | Payment flow         | Save cards | Capture amount  | Refund    |
 |                               |                      |            | manually        | from Odoo |
 +===============================+======================+============+=================+===========+
-| :doc:`Adyen                   | Payment from Odoo    | |V|        | |V|             | |V|       |
+| :doc:`Adyen                   | Payment from Odoo    | |V|        |                 | |V|       |
 | <payment_acquirers/adyen>`    |                      |            |                 |           |
 +-------------------------------+----------------------+------------+-----------------+-----------+
 | :doc:`Alipay                  | Redirection to the   |            |                 |           |
@@ -86,7 +86,7 @@ Online payment acquirers
 | :doc:`SIPS                    | Redirection to the   |            |                 |           |
 | <payment_acquirers/sips>`     | acquirer website     |            |                 |           |
 +-------------------------------+----------------------+------------+-----------------+-----------+
-| :doc:`Stripe                  | Redirection to the   | |V|        | |V|             |           |
+| :doc:`Stripe                  | Redirection to the   | |V|        |                 |           |
 | <payment_acquirers/stripe>`   | acquirer website     |            |                 |           |
 +-------------------------------+----------------------+------------+-----------------+-----------+
 

content/applications/finance/payment_acquirers/adyen.rst

@@ -99,31 +99,5 @@ where payments will be made (the URLs of the servers hosting your Odoo instances
    :align: center
    :alt: Allows payments originated from a specific domain.
 
-Place a hold on a card
-----------------------
-
-Adyen allows you to capture an amount manually instead of having an immediate capture.
-
-To set it up, enable the **Capture Amount Manually** option on Odoo, as explained in the
-:ref:`payment acquirers documentation <payment_acquirers/capture_amount>`.
-
-Then, open your Adyen Merchant Account, go to :menuselection:`Account --> Settings`, and set the
-**Capture Delay** to **manual**.
-
-.. image:: media/adyen_capture_delay.png
-   :align: center
-   :alt: Capture Delay settings in Adyen
-
-.. caution::
-   - If you configure Odoo to capture amounts manually, make sure to set the **Capture Delay** to
-     **manual** on Adyen. Otherwise, the transaction will be blocked in the authorized state in
-     Odoo.
-   - Odoo doesn't support the partial capture yet. Be aware that if you make a partial capture from
-     Adyen's interface, Odoo will manage it as if it was a full capture.
-
-.. note::
-   After **7 days**, if the transaction hasn't been captured yet, the customer has the right to
-   **revoke** it.
-
 .. seealso::
    - :doc:`../payment_acquirers`

content/applications/finance/payment_acquirers/authorize.rst

@@ -28,8 +28,13 @@ To retrieve them, log into your Authorize.Net account, go to :menuselection:`Acc
 Key**.
 
 .. important::
-   If you are trying Authorize.Net as a test, with a *sandbox account*, change the **State** to
-   *Test Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
+   If you are trying Authorize.Net as a test, with a *sandbox account*, change the :guilabel:`State`
+   to :guilabel:`Test Mode`. We recommend doing this on a test Odoo database, rather than on your
+   main database.
+
+   If you set :guilabel:`Test Mode` on Odoo and use an authorize.net account instead of a
+   sandbox.authorize.net account, it results in the following error: *The merchant login ID or
+   password is invalid or the account is inactive*.
 
 Configuration tab
 -----------------

content/applications/finance/payment_acquirers/stripe.rst

@@ -27,7 +27,7 @@ The method to acquire your credentials depends on your hosting type:
       .. tip::
          To use your own API keys, :ref:`activate the Developer mode <developer-mode>` and
          :ref:`enable Stripe manually <payment_acquirers/add_new>`. You can then :ref:`Fill in your
-         credentials <stripe/api-keys>`, :ref:`generate a webhook <stripe/webhook>` and enable the
+         credentials <stripe/api_keys>`, :ref:`generate a webhook <stripe/webhook>` and enable the
          payment acquirer.
 
    .. group-tab:: Odoo.sh or On-premise
@@ -37,7 +37,7 @@ The method to acquire your credentials depends on your hosting type:
       #. Fill in the requested information and submit the form.
       #. Confirm your email address when Stripe sends you a confirmation email.
       #. At the end of the process, you are redirected to the payment acquirer **Stripe** on Odoo.
-      #. :ref:`Fill in your credentials <stripe/api-keys>`.
+      #. :ref:`Fill in your credentials <stripe/api_keys>`.
       #. :ref:`Generate a webhook <stripe/webhook>`.
       #. Enable the payment acquirer.
       #. You are all set and can continue to :ref:`stripe/local-payment-methods`.
@@ -51,7 +51,7 @@ The method to acquire your credentials depends on your hosting type:
    If you are testing Stripe (in **test mode**), change the **State** to *Test Mode*. We recommend
    doing this on a test Odoo database rather than on your main database.
 
-.. _stripe/api-keys:
+.. _stripe/api_keys:
 
 Fill in your credentials
 ------------------------
@@ -59,8 +59,8 @@ Fill in your credentials
 In case your **API Credentials** are required to connect with your Stripe account, these are the
 credentials that must be completed:
 
-- :ref:`Publishable Key <stripe/api-keys>`: The key solely used to identify the account with Stripe.
-- :ref:`Secret Key <stripe/api-keys>`: The key to sign the merchant account with Stripe.
+- :ref:`Publishable Key <stripe/api_keys>`: The key solely used to identify the account with Stripe.
+- :ref:`Secret Key <stripe/api_keys>`: The key to sign the merchant account with Stripe.
 - :ref:`Webhook Signing Secret <stripe/webhook>`: When you enable your webhook on your Stripe
   account, this signing secret must be set to authenticate the messages sent from Stripe to Odoo.
 
@@ -77,67 +77,28 @@ In case your **Webhook Signing Secret** is required to connect with your Stripe
 create a webhook either automatically or manually.
 
 .. tabs::
-   .. tab:: Manage the webhook automatically
+   .. tab:: Create the webhook automatically
 
-      Make sure your :ref:`Publishable and Secret keys <stripe/api-keys>` are filled in, then click
-      on the :guilabel:`Generate your Webhook` button.
+      Make sure your :ref:`Publishable and Secret keys <stripe/api_keys>` are filled in, then click
+      on the *Generate your Webhook* button.
 
-      .. tip::
-         To update the webhook, click once again on the :guilabel:`Generate your Webhook` button.
-
-   .. tab:: Manage the webhook manually
+   .. tab:: Create the webhook manually
 
       Visit the `webhooks page on Stripe <https://dashboard.stripe.com/webhooks>`_, or log into your
-      Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Then, click on
-      :guilabel:`Add endpoint` in your :guilabel:`Hosted endpoints` and insert the following data
-      into the pop-up form:
+      Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Then, click on **Add
+      endpoint** in your **Hosted endpoints** and insert the following data into the pop-up form:
 
-      - | In the :guilabel:`Endpoint URL`, enter your Odoo database's URL followed by
+      - | In the **Endpoint URL**, enter your Odoo database's URL followed by
         | `/payment/stripe/webhook`.
         | For example: `https://yourcompany.odoo.com/payment/stripe/webhook`
-      - At the bottom of the form, you can select events to listen to. Click on :guilabel:`Select
-        events`. Then:
-
-        - In the :guilabel:`Payment Intent` section, select
-          :guilabel:`payment_intent.amount_capturable_updated` and
-          :guilabel:`payment_intent.succeeded`.
-        - In the :guilabel:`Setup Intent` section, select :guilabel:`setup_intent.succeeded`.
+      - At the end of the form, you can **Select events** to listen to. Click on it and, in the
+        **Checkout** section, select **checkout.session.completed**.
 
         .. note::
            It is possible to select other events, but they are currently not processed by Odoo.
 
-      When you click on :guilabel:`Add endpoint`, your Webhook is configured. Click on
-      :guilabel:`reveal` to display your signing secret.
-
-      .. tip::
-         To update an existing webhook, click on it. Then, click on the three dots at the right side
-         of the **Webhook URL** and on :guilabel:`Update details`.
-
-Configuration tab
------------------
-
-.. _stripe/manual-capture:
-
-Place a hold on a card
-~~~~~~~~~~~~~~~~~~~~~~
-
-Stripe allows you to **capture an amount manually** instead of having an immediate capture. This
-feature earmarks an amount on the customer's account for a determined period of time that depends on
-the payment method used.
-
-To set it up, enable the :guilabel:`Capture Amount Manually` option on Odoo, as explained in the
-:ref:`payment acquirers documentation <payment_acquirers/capture_amount>`.
-
-.. warning::
-   When the manual capture feature is activated, your customers are not able to proceed with any
-   payment if unsupported payment methods are selected.
-
-.. caution::
-   Odoo doesn't support the partial capture yet. Be aware that a partial capture from Stripe's 
-   interface is still managed as a full capture by Odoo.
-
-.. seealso::
-   - :doc:`../payment_acquirers`
+      When you click on **Add endpoint**, your Webhook is configured. You can then click on
+      **reveal** to display your signing secret.
 
 .. _stripe/local-payment-methods:
 

content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst

@@ -38,12 +38,10 @@ are:
    customer. Then, the default scheduled date on the delivery order
    is **SO delivery date - Security Lead Time**.
 
--  **Purchase Security Lead Time**: additional time to mitigate the risk
-   of a vendor delay. The receipt will be scheduled that many days
-   earlier to cope with unexpected vendor delays. In case of a
-   *Replenish to Order*, the **Delivery order scheduled date -
-   Security lead time** for purchase will be the default
-   *Receipt* scheduled date.
+-  **Purchase Security Lead Time**: margin of error for vendor lead times.
+   When the system generates Purchase Orders for procuring products,
+   they will be scheduled that many days earlier to cope with unexpected
+   vendor delays.
 
 -  **Purchase Delivery Lead Time**: this is the expected time between a
    PO being confirmed and the receipt of the ordered products. The

content/applications/productivity/mail_plugins/outlook.rst

@@ -75,6 +75,21 @@ Connect your database
       Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
       trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
 
+   .. tip::
+      If, after a short while, the panel is still empty, it is possible that your browser cookie
+      settings prevented it from loading.
+      Note that these settings also change if you are in "Incognito" mode on your
+      browser.
+
+      To fix this issue, configure your browser to always allow cookies on Odoo's plugin page.
+
+      For Google Chrome, you can do so by following the guide at:
+      `https://support.google.com/chrome/answer/95647 <https://support.google.com/chrome/answer/95647#:~:text=Allow%20or%20block%20cookies%20for%20a%20specific%20site>`_
+      and adding `download.odoo.com` to the list of `Sites that can always use cookies`.
+
+      Once done, the Outlook panel needs to be opened again.
+
+
 #. Enter your Odoo database URL and click on *Login*.
 
    .. image:: outlook/enter-database-url.png

content/applications/sales/crm/acquire_leads.rst

@@ -8,7 +8,6 @@ Acquire leads
    :titlesonly:
 
    acquire_leads/convert
-   acquire_leads/generate_from_email
-   acquire_leads/generate_from_website
+   acquire_leads/generate_leads
    acquire_leads/send_quotes
    acquire_leads/lead_mining

content/applications/sales/crm/acquire_leads/generate_from_email.rst

@@ -1,20 +0,0 @@
-========================================
-Generate leads/opportunities from emails
-========================================
-
-Automating the lead/opportunity generation will considerably improve
-your efficiency. By default, any email sent to
-*sales@database\_domain.ext* will create an opportunity in the
-pipeline of the default sales channel.
-
-Configure email aliases
-=======================
-
-Each sales teams can have its own email alias, to generate
-leads/opportunities automatically assigned to it. It is useful if you
-manage several sales teams with specific business processes. You will
-find the configuration of sales teams under
-:menuselection:`Configuration --> Sales Teams`.
-
-.. image:: media/generate_from_email01.png
-    :align: center

content/applications/sales/crm/acquire_leads/generate_from_website.rst

@@ -1,78 +0,0 @@
-===========================================================
-Generate leads/opportunities from your website contact page
-===========================================================
-
-Automating the lead/opportunity generation will considerably improve
-your efficiency. Any visitor using the contact form on your website will
-create a lead/opportunity in the pipeline.
-
-Use the contact us on your website
-==================================
-
-You should first go to your website app.
-
-|image0|\ |image1|
-
-With the CRM app installed, you benefit from a ready-to-use contact form
-on your Odoo website that will generate leads/opportunities
-automatically.
-
-.. image:: media/generate_from_website03.png
-   :align: center
-
-To change to a specific sales channel, go to :menuselection:`Website
---> Configuration --> Settings` under *Communication* you will find the
-Contact Form info and where to change the *Sales Channel* or
-*Salesperson*.
-
-.. image:: media/generate_from_website04.png
-   :align: center
-
-Create a custom contact form
-============================
-
-You may want to know more from your visitor when they use the contact form to
-you will need to build a custom contact form on your
-website. These contact forms can generate multiple types of records in
-the system (emails, leads/opportunities, project tasks, helpdesk
-tickets, etc.)
-
-Configuration
-=============
-
-You will need to install the free *Form Builder* module, only
-available in Odoo Enterprise.
-
-.. image:: media/generate_from_website05.png
-   :align: center
-
-Create a custom contact form
-----------------------------
-
-First, go to the page where you want to put your contact form. In edit mode, drag
-the form builder onto the page, and you will be able to add all the fields
-you wish.
-
-.. image:: media/generate_from_website06.png
-   :align: center
-
-By default, any new contact form will send an email. You can switch to
-lead/opportunity generation in *Change Form Parameters*.
-
-.. note::
-   If the same visitor uses the contact form twice, the second
-   entry will be added to the first lead/opportunity in the chatter.
-
-Generate leads instead of opportunities
-=======================================
-
-When using a contact form, you should use a qualification step
-before assigning the form to the right sales people. To do so, activate *Leads*
-in CRM settings and refer to :doc:`convert`.
-
-.. |image0| image:: ./media/generate_from_website01.png
-   :width: 1.04401in
-   :height: 1.16146in
-.. |image1| image:: ./media/generate_from_website02.png
-   :width: 1.43229in
-   :height: 1.16244in

content/applications/sales/crm/acquire_leads/generate_leads.rst

@@ -0,0 +1,104 @@
+============================
+Generate leads/opportunities
+============================
+
+Two key ways to generate new leads or opportunities for your business are through email aliases and
+website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a
+message to a Sales Team email alias or fills out a contact form on your website.
+
+Configure email aliases
+=======================
+
+Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent
+to a Sales Team's email alias will automatically create a lead (if leads are activated in your CRM
+settings) or an opportunity in the pipeline for that particular team. Configure custom email
+aliases on the configuration page for each Sales Team by navigating to :menuselection:`CRM -->
+Configuration --> Sales Teams`.
+
+.. image:: generate_leads/sales-team-config.png
+   :align: center
+   :alt: Configuring Sales Teams
+
+Use Contact Forms on your website
+=================================
+
+By default, your website's *Contact Us* page displays Odoo's ready-to-use Contact Form. Whenever
+someone submits this form, a lead or an opportunity is generated in your database.
+
+.. image:: generate_leads/default-contact-us-page.png
+   :align: center
+   :alt: Default Contact Us page
+
+The Contact Form can be activated or deactivated at any time by going to :menuselection:`Website
+--> Go to Website --> Customize --> Contact Form`.
+
+.. image:: generate_leads/contact-form-toggle.png
+   :align: center
+   :alt: Contact Form toggle
+
+When the Form is deactivated, the *Contact Us* page simply displays a button to email your company
+directly. Any email sent this way will generate a lead/opportunity.
+
+.. image:: generate_leads/default-contact-us-page-no-form.png
+   :align: center
+   :alt: Contact Us Page using email
+
+Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created
+from the Contact Form by going to :menuselection:`Website --> Configuration --> Settings -->
+Communication`.
+
+.. image:: generate_leads/contact-form-settings.png
+   :align: center
+   :alt: Contact Form settings
+
+Customize Contact Forms
+=======================
+
+Contact Forms can be customized for the specific information your team needs, using the free *Form
+Builder* module.
+
+The *Form Builder* module is installed automatically when a Form element is added to a web page via
+the Website Builder. It can also be installed manually from the :guilabel:`Apps` page.
+
+.. image:: generate_leads/form-building-block.png
+   :align: center
+   :alt: Form Builder building blocks
+
+.. tip::
+   Forms can be created from scratch to serve a wide variety of purposes. However, Odoo's default
+   *Contact Us* page is designed to fit most users' needs. Start with the default form and modify
+   from there.
+
+Edit Contact Form fields
+------------------------
+
+In Edit mode on your website, click on any field to start editing it. The following information can
+be edited for each field on the Contact Form:
+
+- :guilabel:`Type`: Choose a custom field option or an existing field. Examples include phone, file
+  upload, language, etc.
+- :guilabel:`Input Type`: Determine the type of entry customers should input. Available options are
+  text,email, telephone, and URL.
+- :guilabel:`Input Placeholder`: Type in an example to guide users how to input information where
+  formatting is important, such as a phone number or email address.
+- :guilabel:`Label Name`: Type in the display name to show users what information is needed from
+  them.
+- :guilabel:`Label Position`: Choose the way the label is aligned with the rest of the form. The
+  label can be hidden, above the field, to the far left of the field, or right adjusted and closer
+  to the field.
+- :guilabel:`Required`: Toggle this option for information that you absolutely need entered.
+- :guilabel:`Hidden`: Toggle this option to hide the field without deleting it.
+- :guilabel:`Shown on Mobile`: Toggle this option to show the field to users on mobile devices.
+
+.. image:: generate_leads/editable-field-options.png
+   :align: center
+   :alt: Editable field options
+
+By default, when a Form is submitted, it sends you an email with the customer's inputted
+information. To have it automatically generate a lead/opportunity instead, edit the Form and select
+:guilabel:`Create an Opportunity` as the Action.
+
+.. tip::
+   If leads are activated in your CRM settings, selecting :guilabel:`Create an Opportunity`
+   generates a lead instead. To learn more about activating leads in the CRM settings, head over to
+   :doc:`convert`.

content/applications/sales/crm/acquire_leads/lead_mining.rst

@@ -31,7 +31,7 @@ From there, click on the **Generate Leads** button, a window where you will be a
    :align: center
 
 
-When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. 
+When choosing to target Companies and their contacts you can choose the contacts you are getting based on Role or Seniority. 
 When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
 `Odoo GDPR <http://odoo.com/gdpr>`__, 
 
@@ -49,10 +49,10 @@ You can also add tags to track your generated leads.
 Pricing
 ==================
 This is an In-App Purchase feature, each generated lead will cost you one credit.
-If you choose to get contact information each contact will also cost us one additional credit.
+If you choose to get contact information each contact will also cost you one additional credit.
 Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__, 
 To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
-Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
+Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> View my Services`.
 
 .. image:: media/LM6.png
    :align: center

content/applications/sales/crm/pipeline/multi_sales_team.rst

@@ -1,47 +1,65 @@
-===========================
-Manage multiple sales teams
-===========================
+====================
+Multiple sales teams
+====================
 
-In Odoo, you can manage several sales teams, departments or channels
-with specific sales processes. To do so, we use the concept of *Sales
-Channel*.
+Odoo lets you manage several sales teams, departments, or channels, each with their own unique
+sales processes, using *Sales Teams*.
 
-Create a new sales channel
-==========================
 
-To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`.
-
-There you can set an email alias to it. Every message sent to that email
-address will create a lead/opportunity.
-
-.. image:: media/multi_sales_team01.png
-    :align: center
-
-Add members to your sales channel
----------------------------------
-
-You can add members to any channel; that way those members will see the
-pipeline structure of the sales channel when opening it. Any
-lead/opportunity assigned to them will link to the sales channel.
-Therefore, you can only be a member of one channel.
-
-This will ease the process review of the team manager.
-
-.. image:: media/multi_sales_team02.png
-    :align: center
-
-If you now filter on this specific channel in your pipeline, you will
-find all of its opportunities.
-
-.. image:: media/multi_sales_team03.png
-    :align: center
-
-Sales channel dashboard
+Create a new Sales Team
 =======================
 
-To see the operations and results of any sales channel at a glance, the
-sales manager also has access to the *Sales Channel Dashboard* under
-*Reporting*.
+To create a new Sales Team, go to :menuselection:`CRM --> Configuration --> Sales Teams` then
+click **Create**.
+
+On the creation page, set an *Email Alias* to automatically generate a lead/opportunity for this
+Sales Team every time a message is sent to that unique email address. You can also choose whether
+to accept emails from *Everyone*, *Authenticated Partners*, or *Followers Only*.
+
+Set a *Domain* to assign leads/opportunities to this Sales Team based on specific filters, such as
+country, language, or campaign. Set an *Invoicing Target* if this team has specific monthly revenue
+goals.
+
+.. image:: multiple_sales_teams/sales-team-creation.png
+   :align: center
+   :alt: Creating a Sales Team
+
+Add members to a Sales Team
+---------------------------
+
+To add team members, click **Add** under the Assignment tab when editing the Sales Team's
+configuration page. Select a salesperson from the dropdown menu or create new salesperson. Set a
+maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that
+they do not overwork.
+
+.. image:: multiple_sales_teams/add-a-salesperson.png
+   :align: center
+   :alt: Adding a Salesperson
+
+One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to access all of the pipelines that they need to.
+
+Sales Team dashboard
+====================
+
+To view the Sales Team dashboard, go to :menuselection:`CRM --> Configuration --> Sales Teams`. Any
+teams you are a part of will appear as dashboard tiles.
+
+Each tile gives an overview of the Sales Team's open opportunities, quotations, sales orders, and
+expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress
+bar.
+
+.. image:: multiple_sales_teams/sales-team-overview.png
+   :align: center
+   :alt: Sales Team Overview
+
+Click on the three dots in the corner of a tile to open a navigational menu that lets you quickly
+view documents or reports, create new quotations or opportunities, pick a color for this team, or
+access its configuration page.
+
+.. image:: multiple_sales_teams/team-overview-three-dot-menu.png
+   :align: center
+   :alt: Three Dot Menu
+
+Click on the **Pipeline** button to go directly to that team's CRM pipeline.
+
 
-It is shared with the whole ecosystem so every revenue stream is
-included in it: Sales, eCommerce, PoS, etc.

content/applications/sales/crm/track_leads/lead_scoring.rst

@@ -2,77 +2,72 @@
 Assign leads based on scoring
 =============================
 
-With *Leads Scoring* you can automatically rank your leads based on
-selected criteria.
+*Lead Scoring* lets you rank and prioritize leads based on selected criteria. A higher score
+indicates that a lead is more likely to bring value to your company.
 
-For example you could score customers from your country higher or the
-ones that visited specific pages on your website.
+For example, if customers from Canada tend to be more likely to purchase your products, you can
+assign them a higher score than customers from other countries.
 
 Configuration
 =============
 
-To use scoring, install the free module *Lead Scoring* under your
-*Apps* page (only available in Odoo Enterprise).
+To use scoring, go to :menuselection:`Apps`, remove the :guilabel:`Apps` filter, search for
+:guilabel:`Lead Scoring` and then install the module.
 
-.. image:: media/lead_scoring01.png
+.. image:: lead_scoring/lead-scoring-module.png
    :align: center
+   :alt: Lead Scoring module installation
 
 Create scoring rules
 ====================
 
-You now have a new tab in your *CRM* app called *Leads Management*
-where you can manage your scoring rules.
+To manage scoring rules, go to :menuselection:`CRM --> Leads --> Scoring Rules`.
 
-Here's an example for a Canadian lead, you can modify for whatever
-criteria you wish to score your leads on. You can add as many criteria
-as you wish.
+Customize your rules to fit the needs of your business, and add as many criteria as you want.
 
-.. image:: media/lead_scoring02.png
+.. image:: lead_scoring/scoring-example.png
    :align: center
+   :alt: Score Rule example
 
-Every hour every lead without a score will be automatically scanned and
-assigned their right score according to your scoring rules.
+Every hour, Odoo automatically assigns scores to new leads according to your configured rules.
 
-.. image:: media/lead_scoring03.png
+.. image:: lead_scoring/scoring-section-on-lead.png
    :align: center
+   :alt: Scoring section on a lead
 
 Assign leads
 ============
 
-Once the scores computed, leads can be assigned to specific teams using
-the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
-and apply a specific domain on each team. This domain can include scores.
+Odoo can also assign leads to specific teams based on configured rules. To configure assignment
+rules, go to the individual Sales Team's configuration page via :menuselection:`CRM --> Leads -->
+Team Assignment` or :menuselection:`CRM --> Configuration --> Sales Teams`, and apply a specific
+Domain to each team. The Domain can include lead scores.
 
-.. image:: media/lead_scoring04.png
+.. image:: lead_scoring/team-assignation.png
    :align: center
+   :alt: Team Assignments using domains
 
-Further on, you can assign to a specific vendor in the team with an even
-more refined domain.
+Assign leads to specific salespeople using further refined Domains at :menuselection:`CRM --> Leads
+--> Leads Assignment`.
 
-To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
-
-.. image:: media/lead_scoring05.png
+.. image:: lead_scoring/lead-assignment-filters.png
    :align: center
+   :alt: Lead Assignments
+
+Odoo automatically assigns new leads to teams/salespeople once per day.
+
+Evaluate and use the unassigned leads
+=====================================
+
+Not all leads will fall into your set Domains and get assigned automatically by Odoo.
+
+To view your unassigned leads, go to :menuselection:`CRM --> Leads --> Leads` and select the
+Unassigned filter.
+
+.. image:: lead_scoring/unassigned-filter.png
+   :align: center
+   :alt: Filtering for unassigned leads
 
 .. note::
-   The team & leads assignation will assign the unassigned leads
-   once a day.
-
-Evaluate & use the unassigned leads
-===================================
-
-Once your scoring rules are in place you will most likely still have
-some unassigned leads. Some of them could still lead to an opportunity
-so it is useful to do something with them.
-
-In your leads page you can place a filter to find your unassigned leads.
-
-.. image:: media/lead_scoring06.png
-   :align: center
-
-Why not using :menuselection:`Email Marketing` or
-:menuselection:`Marketing Automation` apps to send a mass email to
-them? You can also easily find such unassigned leads from there.
-
-.. image:: media/lead_scoring07.png
-   :align: center
+   You can also find unassigned leads and create re-engagement campaigns using the :guilabel:`Email
+   Marketing` or :guilabel:`Marketing Automation` apps.