[IMP] developer/reference: move model view related methods out of orm

The model method `get_views` and `get_view` are moved
from `odoo/models.py` to `odoo/addons/base/models/ir_ui_view.py`.

The documentation is updated accordingly,
to put the documentation related to `get_views` in the
views chapter of the documentation.

Makefile

@@ -26,7 +26,7 @@ SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/16.0
 endif
 ifneq ($(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/16.0/contributing/documentation.html#install-git)
+- [Python 3.7 or 3.8](https://www.odoo.com/documentation/16.0/contributing/documentation.html#python)
+- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/16.0/requirements.txt).
+- [Make](https://www.odoo.com/documentation/16.0/contributing/documentation.html#make)
+- A local copy of the [odoo/odoo repository in 16.0](https://github.com/odoo/odoo/tree/16.0) (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/16.0/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/16.0/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.
@@ -43,4 +43,4 @@ To **report a content issue**, **request new content** or **ask a question**, us
 
 To learn more about Odoo, in addition to the documentation, have a look at
 [the official eLearning](https://odoo.com/slides) and
-[Scale-up, The Business Game](https://www.odoo.com/page/scale-up-business-game).
+[Scale-up, The Business Game](https://www.odoo.com/page/scale-up-business-game).

conf.py

@@ -22,7 +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 = '16.0'
 
 # The minimal Sphinx version required to build the documentation.
 needs_sphinx = '3.0.0'
@@ -145,9 +145,6 @@ extensions = [
     # Content tabs
     'sphinx_tabs.tabs',
 
-    # Spoilers
-    'spoilers',
-
     # Strange html domain logic used in memento pages
     'html_domain',
 ]
@@ -189,9 +186,8 @@ sphinx.transforms.i18n.docname_to_domain = (
 # The version names that should be shown in the version switcher, if the config option `versions`
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
-    'master': "Master",
     '16.0': "Odoo 16",
-    'saas-15.3': "Odoo Online",
+    'master': "Master",
     'saas-15.2': "Odoo Online",
     '15.0': "Odoo 15",
     '14.0': "Odoo 14",

content/administration/install/deploy.rst

@@ -97,7 +97,7 @@ Configuration sample
 * Allow tcp connection on localhost
 * Allow tcp connection from 192.168.1.x network
 
-in ``/etc/postgresql/<YOUR POSTGRESQL VERSION>/main/pg_hba.conf`` set:
+in ``/etc/postgresql/9.5/main/pg_hba.conf`` set:
 
 .. code-block:: text
 
@@ -105,7 +105,7 @@ in ``/etc/postgresql/<YOUR POSTGRESQL VERSION>/main/pg_hba.conf`` set:
   host    all             all             127.0.0.1/32            md5
   host    all             all             192.168.1.0/24          md5
 
-in ``/etc/postgresql/<YOUR POSTGRESQL VERSION>/main/postgresql.conf`` set:
+in ``/etc/postgresql/9.5/main/postgresql.conf`` set:
 
 .. code-block:: text
 
@@ -172,7 +172,7 @@ in Odoo the db_sslmode control the ssl security of the connection
 with value chosen out of 'disable', 'allow', 'prefer', 'require', 'verify-ca'
 or 'verify-full'
 
-`PostgreSQL Doc <https://www.postgresql.org/docs/12/static/libpq-ssl.html>`_
+`PostgreSQL Doc <https://www.postgresql.org/docs/current/static/libpq-ssl.html>`_
 
 .. _builtin_server:
 
@@ -290,10 +290,6 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
   upstream odoochat {
     server 127.0.0.1:8072;
   }
-  map $http_upgrade $connection_upgrade {
-    default upgrade;
-    ''      close;
-  }
 
   # http -> https
   server {
@@ -745,8 +741,8 @@ Here are the supported browsers:
 .. _socat: http://www.dest-unreach.org/socat/
 .. _PostgreSQL connection settings:
 .. _listen to network interfaces:
-    https://www.postgresql.org/docs/12/static/runtime-config-connection.html
+    https://www.postgresql.org/docs/9.6/static/runtime-config-connection.html
 .. _use an SSH tunnel:
-    https://www.postgresql.org/docs/12/static/ssh-tunnels.html
+    https://www.postgresql.org/docs/9.6/static/ssh-tunnels.html
 .. _WSGI: https://wsgi.readthedocs.org/
 .. _POSBox: https://www.odoo.com/page/point-of-sale-hardware#part_2

content/administration/install/install.rst

@@ -33,7 +33,7 @@ Editions
 ========
 
 There are two different Editions_ of Odoo: the Community and Enterprise versions.
-Using the Enterprise version is possible on `Odoo Online`_ and accessing the code is
+Using the Enterprise version is possible on our SaaS_ and accessing the code is
 restricted to Enterprise customers and partners. The Community version is freely
 available to anyone.
 
@@ -55,17 +55,17 @@ around and try things out with no commitment.
 
 Demo_ instances require no local installation, just a web browser.
 
-Odoo Online
------------
+SaaS
+----
 
-Trivial to start with, fully managed and migrated by Odoo S.A., `Odoo Online`_
+Trivial to start with, fully managed and migrated by Odoo S.A., Odoo's SaaS_
 provides private instances and starts out free. It can be used to discover and
 test Odoo and do non-code customizations (i.e. incompatible with custom modules
 or the Odoo Apps Store) without having to install it locally.
 
 Can be used for both testing Odoo and long-term production use.
 
-Like demo_ instances, `Odoo Online`_ instances require no local installation, a web
+Like demo_ instances, SaaS_ instances require no local installation, a web
 browser is sufficient.
 
 
@@ -146,13 +146,13 @@ Repository
    .. group-tab:: Debian/Ubuntu
 
       Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can
-      be used to install *Odoo Community Edition* by executing the following commands:
+      be used to install *Odoo Community Edition* by executing the following commands **as root**:
 
       .. code-block:: console
 
-          $ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
-          $ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/16.0/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
-          $ sudo apt-get update && sudo apt-get install odoo
+          # wget -O - https://nightly.odoo.com/odoo.key | apt-key add -
+          # echo "deb http://nightly.odoo.com/15.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list
+          # apt-get update && apt-get install odoo
 
       You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
 
@@ -432,7 +432,7 @@ PostgreSQL
    .. group-tab:: Windows
 
       Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL
-      <https://www.postgresql.org/download/windows/>`_ (supported version: 12.0 and later).
+      <https://www.postgresql.org/download/windows/>`_ (supported version: 10.0 and later).
 
       By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
       to create a new PostgreSQL user:
@@ -452,7 +452,7 @@ PostgreSQL
    .. group-tab:: Linux
 
       Odoo uses PostgreSQL as database management system. Use your package manager to download and
-      install PostgreSQL (supported version: 12.0 and later).
+      install PostgreSQL (supported version: 10.0 and later).
 
       It can be achieved by executing the following:
 
@@ -475,7 +475,7 @@ PostgreSQL
    .. group-tab:: Mac OS
 
       Odoo uses PostgreSQL as database management system. Use `postgres.app
-      <https://postgresapp.com>`_ to download and install PostgreSQL (supported version: 12.0 and
+      <https://postgresapp.com>`_ to download and install PostgreSQL (supported version: 10.0 and
       later).
 
       .. tip::
@@ -547,7 +547,7 @@ Dependencies
          .. tab:: Debian/Ubuntu
 
             For Debian-based systems, the packages are listed in the `debian/control
-            <https://github.com/odoo/odoo/blob/master/debian/control>`_ file of the Odoo sources.
+            <https://github.com/odoo/odoo/blob/16.0/debian/control>`_ file of the Odoo sources.
 
             On Debian/Ubuntu, the following commands should install the required packages:
 
@@ -726,24 +726,24 @@ official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
 .. _demo: https://demo.odoo.com
 .. _docker: https://www.docker.com
 .. _download: https://www.odoo.com/page/download
-.. _Ubuntu 20.04 (Focal): https://releases.ubuntu.com/20.04/
+.. _Ubuntu 20.04 (Focal): http://releases.ubuntu.com/20.04/
 .. _EPEL: https://fedoraproject.org/wiki/EPEL
-.. _PostgreSQL: https://www.postgresql.org
+.. _PostgreSQL: http://www.postgresql.org
 .. _the official installer:
 .. _install pip:
     https://pip.pypa.io/en/latest/installing.html#install-pip
-.. _Quilt: https://en.wikipedia.org/wiki/Quilt_(software)
-.. _Odoo Online: https://www.odoo.com/page/start
+.. _Quilt: http://en.wikipedia.org/wiki/Quilt_(software)
+.. _saas: https://www.odoo.com/page/start
 .. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
-.. _UAC: https://en.wikipedia.org/wiki/User_Account_Control
-.. _wkhtmltopdf: https://wkhtmltopdf.org
+.. _UAC: http://en.wikipedia.org/wiki/User_Account_Control
+.. _wkhtmltopdf: http://wkhtmltopdf.org
 .. _pip: https://pip.pypa.io
 .. _macports: https://www.macports.org
-.. _homebrew: https://brew.sh
+.. _homebrew: http://brew.sh
 .. _wheels: https://wheel.readthedocs.org/en/latest/
 .. _virtualenv: https://pypi.python.org/pypi/virtualenv
 .. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
-.. _pywin32: https://sourceforge.net/projects/pywin32/files/pywin32/
+.. _pywin32: http://sourceforge.net/projects/pywin32/files/pywin32/
 .. _community-repository: https://github.com/odoo/odoo
 .. _enterprise-repository: https://github.com/odoo/enterprise
 .. _Editions: https://www.odoo.com/pricing#pricing_table_features

content/administration/maintain.rst

@@ -11,6 +11,6 @@ Maintain
     maintain/update
     maintain/enterprise
     maintain/hosting_changes
-    maintain/odoo_online
+    maintain/online
     maintain/on_premise
     maintain/supported_versions

content/administration/maintain/online.rst

@@ -1,18 +1,18 @@
-===============================
-Odoo Online database management
-===============================
+=================================
+Online (SaaS) database management
+=================================
 
 To manage a database, sign in to https://www.odoo.com and access the `database management page
 <https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
 
-.. image:: odoo_online/my-databases.png
+.. image:: online/my-databases.png
    :align: center
    :alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
 
 .. note::
    Make sure you are connected as the administrator of the database you want to manage.
 
-.. image:: odoo_online/dropdown-menu.png
+.. image:: online/dropdown-menu.png
    :align: right
    :alt: Clicking on the gear icon opens the drop-down menu.
 
@@ -20,17 +20,17 @@ Open the drop-down menu next to the database you want to manage by clicking on t
 
 Several actions are available:
 
-- :ref:`odoo_online/upgrade`
-- :ref:`odoo_online/duplicate`
-- :ref:`odoo_online/rename`
-- :ref:`odoo_online/download`
-- :ref:`odoo_online/domains`
-- :ref:`odoo_online/tags`
-- :ref:`odoo_online/delete`
-- :ref:`odoo_online/contact-support`
-- :ref:`odoo_online/users`
+- :ref:`online/upgrade`
+- :ref:`online/duplicate`
+- :ref:`online/rename`
+- :ref:`online/download`
+- :ref:`online/domains`
+- :ref:`online/tags`
+- :ref:`online/delete`
+- :ref:`online/contact-support`
+- :ref:`online/users`
 
-.. _odoo_online/upgrade:
+.. _online/upgrade:
 
 Upgrade
 =======
@@ -56,7 +56,7 @@ upgrade to the latest version (e.g., 13.0 to 15.1).
    - :doc:`../upgrade`
    - :doc:`supported_versions`
 
-.. _odoo_online/duplicate:
+.. _online/duplicate:
 
 Duplicate
 =========
@@ -69,14 +69,14 @@ operations.
      orders, etc.) are disabled by default on the duplicated database.
    - Duplicate databases expire automatically after 15 days.
 
-.. _odoo_online/rename:
+.. _online/rename:
 
 Rename
 ======
 
 Rename the database and its URL.
 
-.. _odoo_online/download:
+.. _online/download:
 
 Download
 ========
@@ -87,7 +87,7 @@ Download instantly a ZIP file with a backup of the database.
    Databases are backed up daily according to the `Odoo Cloud SLA
    <https://www.odoo.com/cloud-sla>`_.
 
-.. _odoo_online/domains:
+.. _online/domains:
 
 Domains
 =======
@@ -97,14 +97,14 @@ Configure custom domains to access the database via another URL.
 .. seealso::
    - :doc:`domain_names`
 
-.. _odoo_online/tags:
+.. _online/tags:
 
 Tags
 ====
 
 Add tags to sort your databases out. You can search the tags in the search bar.
 
-.. _odoo_online/delete:
+.. _online/delete:
 
 Delete
 ======
@@ -118,7 +118,7 @@ Delete a database instantly.
 Read carefully the warning message that pops up and proceed only if you fully understand the
 implications of deleting a database:
 
-.. image:: odoo_online/delete.png
+.. image:: online/delete.png
    :align: center
    :alt: A warning message is prompted before deleting a database.
 
@@ -129,7 +129,7 @@ implications of deleting a database:
      needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
    - To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
 
-.. _odoo_online/contact-support:
+.. _online/contact-support:
 
 Contact Support
 ===============
@@ -137,7 +137,7 @@ Contact Support
 Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
 pre-filled.
 
-.. _odoo_online/users:
+.. _online/users:
 
 Invite / Remove Users
 =====================
@@ -145,7 +145,7 @@ Invite / Remove Users
 To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
 users, click on *Add more users*.
 
-.. image:: odoo_online/invite-users.png
+.. image:: online/invite-users.png
    :align: center
    :alt: Clicking on "Add more users" adds additional email fields.
 

content/administration/maintain/supported_versions.rst

@@ -8,9 +8,8 @@ Supported versions
 Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
 
 .. note::
-   Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online
-   <odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
-   features of Odoo.
+   Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online <online>`
+   hosting every two months. Odoo Online users can then benefit from the latest features of Odoo.
 
    - Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
    - Online versions are *not* released for Odoo.sh and On-Premise installations.
@@ -26,8 +25,6 @@ This matrix shows the support status of every version.
 +-----------------+-------------+----------+-------------+----------------+------------------------+
 |                 | Odoo Online | Odoo.sh  | On-Premise  | Release date   | End of support         |
 +=================+=============+==========+=============+================+========================+
-| **Odoo 16.0**   | |green|     | |green|  | |green|     | October 2022   | October 2025 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
 | Odoo saas~15.2  | |green|     | N/A      | N/A         | March 2022     |                        |
 +-----------------+-------------+----------+-------------+----------------+------------------------+
 | Odoo saas~15.1  | |red|       | N/A      | N/A         | February 2022  |                        |
@@ -36,7 +33,7 @@ This matrix shows the support status of every version.
 +-----------------+-------------+----------+-------------+----------------+------------------------+
 | **Odoo 14.0**   | |green|     | |green|  | |green|     | October 2020   | October 2023 (planned) |
 +-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 13.0**   | |red|       | |red|    | |red|       | October 2019   | October 2022           |
+| **Odoo 13.0**   | |green|     | |green|  | |green|     | October 2019   | October 2022 (planned) |
 +-----------------+-------------+----------+-------------+----------------+------------------------+
 | Odoo saas~12.3  | |red|       | N/A      | N/A         | August 2019    |                        |
 +-----------------+-------------+----------+-------------+----------------+------------------------+

content/administration/odoo_sh/getting_started/create.rst

@@ -131,7 +131,7 @@ Odoo Online databases
 
 .. Warning::
 
-  Online versions (e.g. *saas-**) are not supported on Odoo.sh.
+  Saas releases (e.g. *saas-**) are not supported on Odoo.sh.
 
 Upload the backup
 -----------------

content/administration/upgrade.rst

@@ -12,7 +12,7 @@ Upgrade
 .. toctree::
    :titlesonly:
 
-   upgrade/odoo_online
+   upgrade/online_hosting
    upgrade/odoo_sh
    upgrade/on_premise
    upgrade/faq
@@ -22,8 +22,8 @@ An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0
 An upgrade does not cover:
 
 * Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
-* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Odoo Online
-  or Odoo.sh)
+* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Online or
+  Odoo.sh)
 * Migration from another ERP to Odoo
 
 .. note:: |assistance-contact|
@@ -54,7 +54,7 @@ The upgrade process in a nutshell:
    newly upgraded database (this is done automatically on Odoo Online).
 
 .. seealso::
-   - :doc:`Upgrade process for Odoo Online <upgrade/odoo_online>`
+   - :doc:`Upgrade process for Odoo Online (SaaS) <upgrade/online_hosting>`
    - :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
    - :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
 
@@ -225,8 +225,8 @@ Service Level Agreement
 What is covered by the Enterprise Licence?
 ------------------------------------------
 
-Databases hosted on Odoo’s Cloud platforms (Odoo Online and Odoo.sh) or On-Premise (Self-Hosting)
-enjoy the following services at all times.
+Databases hosted on Odoo’s Cloud platforms (Saas and Odoo.sh) or On-Premise (Self-Hosting) enjoy the
+following services at all times.
 
 The upgrade of:
 

content/administration/upgrade/faq.rst

@@ -108,8 +108,8 @@ community or enterprise edition. It is required to have an enterprise subscripti
 
 .. _upgrade-faq/hosting-types-switch:
 
-Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)
-====================================================================
+Switching the hosting types (Self-Hosting vs. Online Hosting - SaaS vs. Cloud Platform - Odoo.sh)
+=================================================================================================
 
 An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
 
@@ -151,8 +151,8 @@ features and improvements made in each version.
 How long is my test available for
 =================================
 
-An Odoo Online test database is available for one month by default. We can extend this trial period
-upon request. For Odoo.sh or on-premise, there is no restriction.
+An Odoo Online (SaaS) test database is available for one month by default. We can extend this trial
+period upon request. For Odoo.sh or on-premise, there is no restriction.
 
 How many tests to perform before upgrading to production?
 =========================================================

content/administration/upgrade/online_hosting.rst

@@ -1,6 +1,6 @@
-===========
-Odoo Online
-===========
+==================
+Odoo Online (SaaS)
+==================
 
 Requesting a test upgrade
 =========================
@@ -8,17 +8,17 @@ Requesting a test upgrade
 #. Go to your `database manager <https://www.odoo.com/my/databases/>`_
 #. Click on your profile icon and select *My Databases*.
 
-   .. image:: odoo_online/accessing-my-databases.png
+   .. image:: online_hosting/accessing-my-databases.png
       :alt: Selecting My Databases under my profile
 
 #. Click on the action settings icon next to your main database and select the *Upgrade* option.
 
-   .. image:: odoo_online/upgrade-option.png
+   .. image:: online_hosting/upgrade-option.png
       :alt: Selecting the action settings icon
 
 #. In the pop-up message that will appear, select Test Upgrade.
 
-   .. image:: odoo_online/select-test-upgrade.png
+   .. image:: online_hosting/select-test-upgrade.png
       :alt: Selecting test upgrade
 
 #. This triggers the automated upgrade process. A confirmation email is then sent to you with the

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

@@ -2,61 +2,71 @@
 Bank statements
 ===============
 
-Importing your bank statements allows you to keep track of your bank account transactions and
-reconcile them with the ones recorded in Odoo.
+Importing your bank statements in Odoo Accounting allows you to keep track of the financial
+movements that occur on your bank accounts and reconcile them with the transactions recorded in your
+accounting.
 
-We recommend using :doc:`the bank synchronization feature <bank_synchronization>` for more
-efficiency. However, if you do not want to use it or if your bank is not yet supported, other
-options exist:
+We recommend you use bank synchronization for more efficiency. Please read the related
+documentation: :doc:`bank_synchronization`.
 
-- Import the bank statement files delivered by your bank;
-- Register the bank statements manually.
+However, if you don't want to use bank synchronization or if your bank is not a supported
+institution, you still have other options:
+
+#. Import the bank statement files delivered by your bank
+#. Register the bank statements manually
 
 Import bank statements files
 ============================
 
 Odoo supports multiple file formats to import bank statements:
 
-- 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).
+- 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 Accounting dashboard and click on :guilabel:`Import (Statements)` under
-the :guilabel:`Bank` window, or click on the drop-down menu (:guilabel:`⋮`) button and then on
-:guilabel:`Import Statement`.
+To import them, go to :menuselection:`Accounting --> Overview --> Bank`, click on *Import
+Statements*, or on the three dots, and then on *Import Statement*.
 
-.. image:: bank_statements/bank-overview.png
+.. image:: bank_statements/bank-statements-01.png
    :align: center
    :alt: Import a bank statement file in Odoo Accounting
 
-Next, select the file you want to import and click on :guilabel:`Upload`.
+Next, select the file you want to import and click on *Import*.
 
-Once the file uploaded, the **import widget** helps you set formatting options and **map** the
-different columns you want to import. You also can :guilabel:`test` the bank statement file before
-importing it to your database.
+Odoo opens an **import widget** to help you set the **Formatting Options** and **map** the
+different columns you want to import.
 
-.. image:: bank_statements/import-bank-statement.png
+.. image:: bank_statements/bank-statements-02.png
    :align: center
    :alt: Register bank statements manually in Odoo Accounting
 
+.. note::
+   Quicken Interchange Format (.QIF) is an older file format that is no longer supported since 2005. 
+   If possible, prefer OFX files over QIF.
+
 Register bank statements manually
 =================================
 
-If needed, you can also record your bank statements manually. To do so, go to the
-:guilabel:`Accounting dashboard` and click on the :guilabel:`Create Statements` under the
-:guilabel:`Bank` window. Alternatively, you can click the drop-down menu (:guilabel:`⋮`) button, and
-then :guilabel:`New Statement`.
+If needed, you can also record your bank statements manually.
 
-To ease the reconciliation process, make sure to fill out the :guilabel:`Partner` field. You can
-also type in the payments’ references in the :guilabel:`Label` field. Add a new line for each
-transaction written on the original bank statement.
+To do so, go to :menuselection:`Accounting --> Overview --> Bank`, click on *Create Statements*, or
+on the three dots, and then on *New Statement*.
+
+Add a new line for each transaction written on the original bank statement.
+
+To ease the reconciliation process, make sure to fill out the *Partner* field. You can also write
+the payments’ references in the *Label* field.
 
 .. image:: bank_statements/bank-statements-03.png
    :align: center
    :alt: Register bank statements manually in Odoo Accounting
 
 .. note::
-   The **Ending Balance** and the **Computed Balance** should have the same amount. If this is not
-   the case, make sure there are no mistakes in the transactions’ amounts.
+   The *Ending Balance* and the *Computed Balance* should have the same amount. If it is not the
+   case, make sure that there is no mistake in the transactions’ amounts.
+
+.. seealso::
+   * :doc:`bank_synchronization`
+.. todo:: add doc link to new documentation about reconciliation

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

@@ -1,15 +1,18 @@
 ======================================
-Bank synchronization: automatic import
+Bank synchronization: Automatic import
 ======================================
 
 Odoo can synchronize directly with your bank institution to get all bank statements imported
 automatically into your database.
 
 To check if your bank is compatible with Odoo, go to `Odoo Accounting Features
-<https://www.odoo.com/page/accounting-features>`_, and click on
-:guilabel:`See list of supported institutions`.
+<https://www.odoo.com/page/accounting-features>`_, and click on *See list of supported institutions*.
 
-Odoo supports more than 25,000 institutions around the world.
+.. image:: bank_synchronization/online-sync-doc.png
+   :align: center
+   :alt: Checking a bank's compatibility with Odoo
+
+More than 20,000 institutions around the world are supported.
 
 To connect to the banks, Odoo uses multiple web-services:
 
@@ -17,7 +20,9 @@ To connect to the banks, Odoo uses multiple web-services:
 - **Yodlee**: Worldwide
 - **Salt Edge**: Europe (:doc:`more information <saltedge>`)
 - **Ponto**: Europe (:doc:`more information <ponto>`)
-- **EnableBanking**: Scandinavian countries
+
+.. important::
+   - Bank synchronization is not available for trial databases.
 
 Configuration
 =============
@@ -33,50 +38,49 @@ following address:
 
 - https://production.odoofin.com/
 
-First synchronization
+First Synchronization
 ---------------------
 
-You can start synchronization either by going to the Accounting app and
-:menuselection:`Accounting Dashboard --> Configuration --> Banks: Add a Bank Account`.
+You can start synchronization either by going to :menuselection:`Accounting --> Configuration
+--> Add a Bank Account` or via the configuration bar on the accounting dashboard.
 
 Now you can search for your bank institution. Select it and follow the steps to synchronize with it.
 
 .. note::
    If you have any issues during your first synchronization, please verify that your
-   web browser doesn't block pop-ups and that your ad-blocker is disabled.
+   web browser doesn't block pop-ups and that your adblocker is disabled.
 
-.. important::
-   When choosing the date for the first bank statement synchronization, pick the date when you
-   start recording accounting transaction on your Odoo accounting database. For example, if you
-   import your closing balance in Odoo on the 31/12/2022 and you start recording accounting
-   transactions on the 01/01/2023, your synchronization date should be 01/01/2023.
-
-You must provide a phone number during your first synchronization to secure your account. We ask for
-such information because we don't want your data falling into the wrong hands. Therefore, if we
-detect suspicious activities on your account, we block all requests coming from your account, and
-you need to reactivate it using that phone number.
-
-The third-party provider may request more information in order to connect with your
-bank institution.
+During your first synchronization, you will be asked for a phone number to secure your account.
+The reason we ask for such information is that we don't want your data falling into the wrong
+hands. Therefore, if we detect suspicious activity on your account, we block all requests coming
+from your account, and you need to reactivate it using that phone number.
+The third-party provider may request more information in order to connect with your bank institution.
 This information is not stored on Odoo's servers.
 
 By default, transactions fetched from an online source are grouped inside the same statement, and
 one bank statement is created per month. You can change the bank statement creation periodicity
 in your journal settings.
 
-You can find all your synchronizations by going to :menuselection:`Accounting Dashboard -->
-Configuration --> Accounting: Online Synchronization`.
+You can find all your synchronizations by going to :menuselection:`Accounting --> Configuration -->
+Online Synchronization`.
 
 Synchronize manually
 --------------------
 
 After your first synchronization, the created journals are synchronized by default every 12 hours.
-If you wish, you can synchronize manually by clicking on the :guilabel:`Synchronize Now` button on
-the dashboard.
+If you wish, you can synchronize manually by clicking on the *Synchronize Now* button on the
+dashboard.
 
-Or you can go to :menuselection:`Accounting Dashboard --> Configuration -->
-Accounting: Online Synchronization`, select your institution and then click on the
-:guilabel:`fetch transactions` button.
+.. image:: bank_synchronization/online-sync-sync-now-dashboard.png
+   :align: center
+   :alt: Synchronize Now Button
+
+Or you can go to :menuselection:`Accounting --> Configuration --> Online Synchronization`,
+select your institution and then click on the *Fetch Transactions* button.
+
+.. image:: bank_synchronization/online-sync-form-view.png
+   :align: center
+   :alt: Online Synchronization Form view
 
 .. important::
    Some institutions do not allow transactions to be fetched automatically. For such institutions,
@@ -91,14 +95,14 @@ Synchronization in error
 ------------------------
 
 To report a connection error to the `Odoo support <https://www.odoo.com/help>`_, go to
-:menuselection:`Accounting Dashboard--> Configuration --> Accounting: Online Synchronization`,
-select the connection that failed, and copy the error description and the reference.
+:menuselection:`Accounting --> Configuration --> Online Synchronization`, select the connection
+that failed, and copy the error description and the reference.
 
 Synchronization disconnected
 ----------------------------
 
 If your connection with the proxy is disconnected, you can reconnect with the proxy using the
-:guilabel:`Fetch Account` button.
+*Reconnect* button.
 
 .. note::
    This disconnection can be caused by the Odoo support. In this case, please contact the `support
@@ -117,19 +121,24 @@ Users who have created a database before December 2020 need to install the new m
 use the new functionalities.
 
 To do so, go to :menuselection:`Apps --> Update Apps List`, remove the default filter in the search
-bar and type `account_online_synchronization`. You can then click on :guilabel:`Install`.
+bar and type: **account_online_synchronization**. You can then click on the *Install* button to
+install the new module.
+
+.. image:: bank_synchronization/online-sync-module.png
+   :align: center
+   :alt: Installation button of the account_online_synchronization module
+
 Finally, make sure all your users refresh their Odoo page by pressing CTRL+F5.
 
 .. Note::
 
    - All previous synchronizations are disconnected during the installation and won't work anymore.
-   - You can find them directly in the synchronization menu
-     (:menuselection:`Accounting Dashboard --> Configuration -->
-     Accounting: Online Synchronization`). It is not possible to resynchronize these connections;
-     you have to make new ones.
-   - Do not uninstall `account_online_sync`, which is the previous module for online
+     You can find them directly in the synchronization menu (:menuselection:`Accounting -->
+     Configuration --> Online Synchronization`). It is not possible to resynchronize these
+     connections; you have to make new ones.
+   - Please do not uninstall *account_online_sync* which is the previous module for online
      synchronization. The new one overrides it.
-   - By default, `account_online_synchronization` is installed automatically with Accounting.
+   - By default *account_online_synchronization* is installed automatically with Accounting.
 
 FAQ
 ===
@@ -139,15 +148,14 @@ The synchronization is not working in real-time. Is that normal?
 
 The process is not intended to work in real-time as third party providers synchronize your accounts
 at different intervals. To force the synchronization and fetch the statements, go to your
-:guilabel:`Accounting Dashboard`, and click on the :guilabel:`Synchronize Now` button. You can also
-synchronize and fetch transactions through :menuselection:`Accounting Dashboard -->
-Configuration --> Accounting: Online Synchronization`. Some providers only allow one refresh per
-day, so it is possible that clicking on :guilabel:`Synchronize Now` does not get your latest
-transactions if you already performed such action earlier in the day.
+*Accounting dashboard*, and click on the *Synchronize Now* button. You can also synchronize and
+fetch transactions through :menuselection:`Accounting --> Configuration --> Online Synchronization`.
+Some providers only allow one refresh per day, so it is possible that clicking on *Synchronize Now*
+does not get your latest transactions if you already performed such action earlier in the day.
 
-A transaction can be visible on your bank account but not be fetched if it has the status
-:guilabel:`Pending`. Only transactions with the :guilabel:`Posted` status will be retrieved. If the
-transaction is not **Posted** yet, you will have to wait until the status changes.
+A transaction can be visible on your bank account, but not be fetched if it has the status
+*Pending*. Only transactions with the *Posted* status will be retrieved. If it is not *Posted* yet,
+you will have to wait until the status changes.
 
 Is the Online Bank Synchronization feature included in my contract?
 -------------------------------------------------------------------
@@ -180,9 +188,8 @@ Why don't I see any transactions?
 ---------------------------------
 
 During your first synchronization, you selected the bank accounts you decided to synchronize with
-Odoo. If you didn't synchronize any of your accounts, you can go to
-:menuselection:`Accounting Dashboard --> Configuration --> Accounting: Online Synchronization` to
-click on the :guilabel:`Fetch Account` button on the connection.
+Odoo. If you didn't synchronize any of your accounts, you can go to :menuselection:`Accounting -->
+Configuration --> Online Synchronization` to click on the *Fetch Accounts* button on the connection.
 
 There may also be no new transactions.
 
@@ -192,9 +199,9 @@ database, please `submit a support ticket <https://www.odoo.com/help>`_.
 How can I update my bank credentials?
 -------------------------------------
 
-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.
+You can update your credentials by going to :menuselection:`Accounting --> Configuration --> Online
+Synchronization`, open the connection you want to update your credentials and click on the *Update
+Credentials* button.
 
 .. seealso::
    * :doc:`bank_statements`

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

@@ -1,136 +1,95 @@
-======================
-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
-<../../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
-a bank account.
-
-.. note::
-   Cash journals and accounts must be configured manually.
-
-Bank journals are displayed by default on the :guilabel:`Accounting Dashboard` in the form of cards
-which include action buttons.
-
-.. image:: bank_accounts/card.png
-   :align: center
-   :alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons
-
-.. _bank_accounts/manage:
-
-Manage your bank and cash accounts
-==================================
-
-Connect your bank for automatic synchronization
------------------------------------------------
-
-To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration
---> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and
-follow the instructions.
-
-.. seealso::
-   :doc:`../../bank/feeds/bank_synchronization`
-
-Create a bank account
----------------------
-
-If your banking institution is not available in Odoo, or if you don't want to connect your bank
-account to your database, you can configure your bank account manually.
-
-To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks:
-Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form.
-
-.. note::
-   - Odoo automatically detects the bank account type (e.g., IBAN) and enables some features
-     accordingly.
-   - A default bank journal is available and can be used to configure your bank account by going to
-     :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Bank`. Open it and
-     edit the different fields to match your bank account information.
-
-Create a cash journal
----------------------
-
-To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
-Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field.
-
-For more information on the accounting information fields, read the
-:ref:`bank_accounts/configuration` section of this page.
-
-.. note::
-   A default cash journal is available and can be used straight away. You can review it by going to
-   :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Cash`.
-
-Edit an existing bank or cash journal
--------------------------------------
-
-To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting:
-Journals` and select the journal you want to modify.
-
-.. _bank_accounts/configuration:
-
-Configuration
+=============
+Bank Accounts
 =============
 
-You can edit the accounting information and bank account number according to your needs.
+You can manage as many **Bank Accounts** as needed on your database. Configuring them well allows
+you to make sure that all your banking data is up to date and ready for the reconciliation with your
+*Journal Entries*.
 
-.. image:: bank_accounts/bank-journal-config.png
+In Odoo Accounting, each Bank Account is configured to have a dedicated *Journal* which is
+configured to post all entries in a dedicated *Account*.
+
+.. note:: Whenever you add a Bank Account, a dedicated journal and a dedicated account are
+   automatically created and configured.
+
+Every **Bank Journal** is displayed by default on the **Accounting Overview** in the form of a
+convenient card. It includes action buttons that are displayed when appropriate.
+
+.. image:: bank_accounts/bank_accounts_card.png
    :align: center
-   :alt: Manually configure your bank information
+   :alt: Bank Journals Cards are displayed on the Accounting Overview in Odoo Accounting
 
-.. seealso::
-   - :doc:`../../others/multi_currency`
-   - :doc:`../../bank/feeds/bank_statements`
-   - :doc:`../../bank/setup/outstanding_accounts`
+.. _bank_accounts_add:
 
-Suspense account
-----------------
+Add a new Bank Account
+======================
 
-Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final
-reconciliation allows finding the right account.
+You can either connect your bank account to your Odoo database, or configure your bank account
+manually and :doc:`upload the bank statements manually <../feeds/bank_statements>`.
 
-Profit and loss accounts
-------------------------
+Bank Synchronization
+--------------------
 
-The :guilabel:`Profit Account` is used to register a profit when the ending balance of a cash
-register differs from what the system computes, while the :guilabel:`Loss Account` is used to
-register a loss when the ending balance of a cash register differs from what the system computes.
+Connect your bank account to your database and have your bank statements synced automatically.
 
-Currency
---------
+To synchronize a new bank account, go to :menuselection:`Accounting --> Configuration`, click on
+*Add a Bank Account*, then find your bank in the list, click on *Connect*, and follow the
+instructions on-screen.
 
-You can edit the currency used to enter the statements.
+.. note::
+   :doc:`Click here <../../bank/feeds/bank_synchronization>` for more information about this bank
+   synchronization.
 
-.. seealso::
-   :doc:`../../others/multi_currency`
-
-Account number
---------------
-
-If you need to **edit your bank account details**, click on the external link arrow next to your
-:guilabel:`Account Number`. On the new page, click on the external link arrow next to your
-:guilabel:`Bank` and update your bank information accordingly. These details are used when
-registering payments.
-
-.. image:: bank_accounts/bank-account-number.png
+.. image:: bank_accounts/bank_accounts_connect.png
    :align: center
-   :alt: Edit your bank information
+   :alt: Select a bank institution in the list and connect it to Odoo Accounting
 
-Bank feeds
-----------
+Manual configuration
+--------------------
 
-:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available:
+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.
 
-- :guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will
-  synchronize your bank account with your database or not.
-- :guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import
-  your bank statement using a different format.
-- :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized
-  with your database.
+To add a new bank account manually, go to :menuselection:`Accounting --> Configuration`, click on
+*Add a Bank Account*, then on *Create it*, and fill out the form.
+
+- **Name**: the bank account's name, as displayed on Odoo.
+- **Account Number**: your bank account number (IBAN in Europe).
+- **Bank**: click on *Create and Edit* to configure the bank's details. Add the bank institution's
+  name and its Identifier Code (BIC or SWIFT).
+- **Code**: this code is your Journal's *Short Code*, as displayed on Odoo. By default, Odoo creates
+  a new Journal with this Short Code.
+- **Journal**: This field is displayed if you have an existing Bank Journal that is not linked yet
+  to a bank account. If so, then select the *Journal* you want to use to record the financial
+  transactions linked to this bank account or create a new one by clicking on *Create and Edit*.
+
+.. note::
+   Odoo detects the bank account type (e.g., IBAN) and enables some features accordingly.
+
+.. image:: bank_accounts/bank_accounts_manual.png
+   :align: center
+   :alt: Add manually a new bank account in Odoo Accounting
+.. _bank_accounts_configuration:
+
+Advanced configuration
+======================
+
+To edit an existing bank account, go to :menuselection:`Accounting --> Configuration --> Bank
+Accounts`, and open the bank account you want to modify.
+
+If you need to edit the bank account details, go to the *Bank Account* field and click on the
+*External Link* button next to the list arrow. There, you can edit the bank account's number,
+Account Holder, Account Holder Name, and your Bank Institution's details by clicking on the
+*External Link* next to the *Bank* field. These details are used to register some payments.
+
+You can configure which types of payments are enabled in the **Payment Method Types** section and
+how the bank statements are recorded and posted in the **Bank Statements** section.
+
+.. image:: bank_accounts/bank_accounts_configuration.png
+   :align: center
+   :alt: Advanced configuration of a bank account in Odoo Accounting
 
 .. seealso::
-   - :doc:`../../bank/feeds/bank_synchronization`
-   - :doc:`../../bank/feeds/bank_statements`
+   * :doc:`../../bank/feeds/bank_synchronization`
+   * :doc:`../feeds/bank_statements`
+   * `Odoo Tutorials: Accounting Basics <https://www.odoo.com/r/lsZ>`_

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

@@ -13,7 +13,7 @@ Be careful, you can only change the accounting package as long as you have not c
 
 .. tip::
 
-    When you create a new Odoo Online database, the SKR03 is installed by default.
+    When you create a new SaaS database, the SKR03 is installed by default. 
 
 German Accounting Reports
 =========================
@@ -224,8 +224,8 @@ accordance with the GoBD guidelines.
 Once bookings have been finally posted, they can no longer be changed or deleted via the
 application.
 
-- If Odoo is used in the cloud, regular backups are part of the Odoo Online service. In addition,
-  regular backups can be downloaded and backed up on external systems.
+- If Odoo is used in the cloud, regular backups are part of the SaaS service. In addition, regular
+  backups can be downloaded and backed up on external systems.
 
   .. seealso::
      `Odoo Cloud Hosting - Service Level Agreement <https://www.odooo.com/cloud-sla>`_

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

@@ -17,7 +17,7 @@ then choose the package you want in the **Fiscal Localization** section.
 Be careful, you can only change the accounting package as long as you have not created any accounting entry. 
 
 .. tip::
-    When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed by default.
+    When you create a new SaaS database, the PGCE PYMEs 2008 is installed by default. 
 
 Spanish Accounting Reports
 ==========================

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

@@ -67,8 +67,8 @@ Starting from the 1st January 2018, new reduced VAT rates will be
 applied in Switzerland. The normal 8.0% rate will switch to 7.7% and the
 specific rate for the hotel sector will switch from 3.8% to 3.7%.
 
-How to update your taxes in Odoo Enterprise (Odoo Online or On-premise)?
-------------------------------------------------------------------------
+How to update your taxes in Odoo Enterprise (SaaS or On Premise)?
+-----------------------------------------------------------------
 
 If you have the V11.1 version, all the work is already been done, you
 don't have to do anything.

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

@@ -2,50 +2,146 @@
 Pay several bills at once
 =========================
 
-Odoo offers the possibility of grouping multiple bills' payments into one, facilitating the
-reconciliation process.
+Odoo provides a simple and effective way to handle several bills at
+once, with various quick or complex options. With one single process,
+anyone is able to handle bills and payment in just a few clicks.
+
+Pay multiple bills with one payment
+===================================
+
+Record several payments
+-----------------------
+
+In the following example, we will generate some bills. You can control
+the whole process from your accounting dashboard (first screen you get
+when you open the accounting application).
+
+.. image:: multiple/multiple01.png
+  :align: center
+
+To create a bill, open the Dashboard menu and click on **Vendor Bills**.
+In the Vendor Bills window, click on **Create**.
+
+.. image:: multiple/multiple02.png
+  :align: center
+
+Choose the vendor from which you wish to purchase the product, and click
+on Add an item to add one (or more) product(s). Click on **Save** and then
+**Validate**.
+
+Pay supplier bills, one after the other
+---------------------------------------
+
+.. image:: multiple/multiple03.png
+  :align: center
+
+We will now record a payment for one bill only. Open the bill, then
+click on **Register Payment**. Insert the Payment Method, Date and Amount,
+and click on **Validate**.
+
+.. image:: multiple/multiple04.png
+  :align: center
+
+Once you have validated the payment, the system will automatically
+reconcile the payment with the bill, and set the bill as **Paid**. The
+system will also generate a move from the payment account and reconcile
+it with the expense transaction.
+
+Pay several bills altogether
+----------------------------
+
+In order to illustrate the process thoroughly, create at least 2 more
+bills following the above standing guide. **Make sure all bills come
+from the same vendor.**
+
+.. image:: multiple/multiple05.png
+  :align: center
+
+In the Vendors Bills, select the new bills you have just created by
+checking the box next to each of them. In the Action menu located in the
+middle of the page, click on **Register Payment**.
+
+.. image:: multiple/multiple06.png
+  :align: center
+
+Insert the details of the payment. The system calculated the total
+amount for both bills, but you can modify it freely. Click on **Validate**.
+
+Record the payment, reconcile afterwards
+----------------------------------------
+
+You can also reconcile a payment with bills after the payment has been
+recorded.
+
+First, we need to create a payment
+
+This will handle from :menuselection:`Dashboard --> Bank journal -->
+More Option --> Send Money`
+
+.. image:: multiple/multiple07.png
+  :align: center
+
+Creating payment order with check payment method. Selecting related
+Vendor and amount which remain to pay. After filling all details, we
+will confirm the payment order which will generate payment transaction
+with the system.
+
+.. image:: multiple/multiple08.png
+  :align: center
+
+As you can see, bill payment status show what is posted and what is
+remaining to reconcile.
+
+After receiving bank statement from the bank with payment detail, you
+can reconcile the transaction from the Dashboard. It will automatically
+map the transaction amount.
 
 .. seealso::
-   - :doc:`../supplier_bills/manage`
    - :doc:`../../bank/reconciliation/use_cases`
 
-Group payments
-==============
+Partial payments of several supplier bills
+==========================================
 
-To register the payment of multiple bills at once, go to :menuselection:`Accounting app -->
-Vendors --> Bills`. Then, select the bills you wish to register a payment for by **ticking** the
-boxes next to the bills. When done, either click :guilabel:`Register Payment` or
-:menuselection:`Action --> Register Payment`.
+How to pay several supplier bills having cash discounts at once?
+----------------------------------------------------------------
 
-.. image:: multiple/register-payment-button.png
-   :align: center
-   :alt: Register payment button.
+You already learned how to pay bills in various way but what about
+partial payment? We are taking another example where we will do partial
+payment for various bills.
 
-.. note::
-   Payments can only be registered for :guilabel:`posted` bills.
+We are creating multiple bills and partially pay them through bank
+statements.
 
-When registering the payments, a **pop-up window** appears. From here, you can either create
-**separate payments** for each bill all at once by clicking :guilabel:`Create Payment`, *or* create
-one payment by combining **all** bills' payments. To **combine** all payments, tick the
-:guilabel:`Group Payments` box.
+We are adding payment terms which allow some cash discount where vendor
+offer us early payment discount.
 
-.. note::
-   The :guilabel:`Group Payments` option only appears when selecting two or more bills.
+.. image:: multiple/multiple09.png
+  :align: center
 
-.. image:: multiple/multiple-group-payments.png
-   :align: center
-   :alt: Group payments options when registering a payment.
+We are creating the following bills with the assignment of the above
+payment term.
 
-When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, date and memo` are all
-set automatically, but you can modify them according to your needs.
+.. image:: multiple/multiple10.png
+  :align: center
 
-Partial group payments with cash discounts
-------------------------------------------
+We have created the following bills:
 
-In case of **partial group payments with cash discounts**, you can follow the steps found on the
-:doc:`cash discount documentation page <../../receivables/customer_invoices/cash_discounts>`. Make
-sure to apply the :doc:`payment terms <../../receivables/customer_invoices/payment_terms>` to the
-**bills** *instead* of the invoices.
+.. image:: multiple/multiple11.png
+  :align: center
+
+We will pay the invoices by creating bank statement where we will adjust
+the cash discount our vendor provided under payment terms.
+
+.. image:: multiple/multiple12.png
+  :align: center
+
+Before reconciling this bank statement, we need to create one statement
+model for cash discount.
+
+.. image:: multiple/multiple13.png
+  :align: center
+
+Now we are going back to bank statement and opening reconcile view.
 
 .. seealso::
-   :doc:`../../receivables/customer_invoices/payment_terms`
+   - :doc:`../../bank/reconciliation/reconciliation_models`

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

@@ -71,8 +71,8 @@ Pricing
   :guilabel:`View My Services`.
 
 .. important::
-   - If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits
-     to test the feature.
+   - If you are on Odoo Online (SaaS) and have the Enterprise version, you benefit from free trial
+     credits to test the feature.
 
 .. seealso::
    - `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.

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

@@ -20,8 +20,8 @@ Odoo supports, among others, the following formats.
 
    * - Format Name
      - Applicability
-   * - Factur-X (PDF/A-3)
-     - For French and German companies
+   * - Factur-X (CII)
+     - Default format on Odoo (enabled by default)
    * - Peppol BIS Billing 3.0 (UBL)
      - For companies whose countries are part of the `EAS list
        <https://docs.peppol.eu/poacc/billing/3.0/codelist/eas/>`_
@@ -68,9 +68,8 @@ visible in the attachment section, or embedded in the PDF.
 .. note::
    - For E-FFF, the xml file only appears after having generated the PDF (:guilabel:`Print` or
      :guilabel:`Send & Print` button), since the PDF needs to be embedded inside the xml.
-   - Every PDF generated from Odoo contains a :guilabel:`Factur-X` XML file (for interoperability purpose).
-     For German and French companies, the option :guilabel:`Factur-X (PDF/A-3)` in addition enables
-     validation checks on the invoice and generates a PDF/A-3 compliant file, required by plaftorms like Chorus Pro.
+   - By default, the :guilabel:`Factur-X` option is enabled. It means that an XML file is
+     automatically included in the PDF document that is sent.
    - The formats available depend on the country registered in your company's :guilabel:`General
      Information`.
    - Odoo supports the **Peppol BIS Billing 3.0** format that can be used via existing access

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

@@ -42,6 +42,6 @@ Pricing
   *View my Services*.
 
 .. tip::
-   - If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits
-     to test the feature.
+   - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
+     credits to test the feature.
    - Click `here <https://iap.odoo.com/privacy#header_4>`_ to know about our *Privacy Policy*.

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

@@ -1,116 +1,95 @@
-================
-Cash basis taxes
-================
+=======================
+Manage cash basis taxes
+=======================
 
-Cash basis taxes are due when the payment is made, as opposed to standard taxes that are due when
-the invoice is confirmed. Reporting your income and expenses to the government based on the cash
-basis method is mandatory in some countries and under some conditions.
+The cash basis taxes are due when the payment has been done and not at
+the validation of the invoice (as it is the case with standard taxes).
+Reporting your income and expenses to the administration based on the
+cash basis method is legal in some countries and under some conditions.
 
-.. example::
-   You sell a product in the 1st quarter of your fiscal year, and the payment is received in the 2nd
-   quarter. Based on the cash basis method, the tax you must pay is for the 2nd quarter.
+Example : You sell a product in the 1st quarter of your fiscal year and
+receive the payment the 2nd quarter of your fiscal year. Based on the
+cash basis method, the tax you have to pay to the administration is due
+for the 2nd quarter.
 
-Configuration
--------------
+How to configure cash basis taxes ? 
+------------------------------------
 
-Go to :menuselection:`Accounting --> Configuration --> Settings` and under the :guilabel:`Taxes`
-section, enable :guilabel:`Cash Basis`.
+You first have to activate the setting in
+:menuselection:`Accounting --> Configuration --> Settings --> Allow Tax Cash Basis`.
+You will be asked to define the Tax Cash Basis Journal.
 
-Then, define the :guilabel:`Tax Cash Basis Journal`. Click on the external link button next to the
-journal to update its default properties such as the :guilabel:`Journal Name`, :guilabel:`Type` or
-:guilabel:`Short Code`.
-
-.. image:: cash_basis_taxes/tax_cash_basis_journal.png
+.. image:: cash_basis_taxes/cash_basis_taxes01.png
+    :width: 5.04688in
+    :height: 0.79688in
     :align: center
-    :alt: Select your Tax Cash Basis Journal and click on the external link
 
-.. note::
-   By default, the journal entries of the :guilabel:`Cash Basis Taxes` journal are named using the
-   :guilabel:`CABA` short code.
+Once this is done, you can configure your taxes in
+:menuselection:`Accounting --> Configuration --> Taxes`.
+At first set the proper transitional accounts to post taxes
+until you register the payment.
 
-Once this is done, go to :menuselection:`Accounting --> Configuration --> Accounting: Taxes` to
-configure your taxes. You can either :guilabel:`Create` a new tax or update an existing one by
-clicking on it.
-
-The :guilabel:`Account` column reflects the proper transitional accounts to post taxes until the
-payment is registered.
-
-.. image:: cash_basis_taxes/account_column.png
+.. image:: cash_basis_taxes/cash_basis_taxes02.png
     :align: center
-    :alt: Fill in the account column with a transitional accounts where taxes go until the payment
-       is registered
 
-In the :guilabel:`Advanced Options` tab, decide of the :guilabel:`Tax Exigilibity`. Select
-:guilabel:`Based on Payment`, so the tax is due when the payment of the invoice is received. You can
-then also define the :guilabel:`Cash Basis Transition Account` where the tax amount is recorded as
-long as the original invoice has not been reconciled.
+In the *Advanced Options* tab you will turn *Tax Due* to
+*Based on Payment*. You will then have to
+define the *Tax Received* account in which to post the tax amount
+when the payment is received and the *Base Tax Received Account*
+to post the base tax amount for an accurate tax report.
 
-.. image:: cash_basis_taxes/advanced_options.png
+.. image:: cash_basis_taxes/cash_basis_taxes03.png
     :align: center
-    :alt: Fill in the Cash Basis Transition Account where taxes amounts go until payment
-        reconciliation.
 
-Impact of cash basis taxes on accounting
-----------------------------------------
+What is the impact of cash basis taxes in my accounting ? 
+----------------------------------------------------------
 
-To illustrate the impact of cash basis taxes on accounting transactions, let's take an example with
-the sales of a product that costs 1,000$, with a cash basis tax of 15%.
+Let’s take an example. You make a sale of $100 with a 15% cash basis
+tax. When you validate the customer invoice, the following entry is
+created in your accounting:
 
-.. image:: cash_basis_taxes/customer_invoice_with_cbt.png
-    :align: center
-    :alt:
++-----------------------------+---------------------------+
+| Customer Invoices Journal   |                           |
++=============================+===========================+
+| **Debit**                   | **Credit**                |
++-----------------------------+---------------------------+
+| Receivables $115            |                           |
++-----------------------------+---------------------------+
+|                             | Temporary Tax Account $15 |
++-----------------------------+---------------------------+
+|                             | Income Account $100       |
++-----------------------------+---------------------------+
 
-The following entries are created in your accounting, and the tax report is currently empty.
+A few days later, you receive the payment:
 
-+----------------------------+----------------------------+
-|**Customer journal (INV)**                               |
-+============================+============================+
-| **Debit**                  |**Credit**                  |
-+----------------------------+----------------------------+
-| Receivable $1,150          |                            |
-+----------------------------+----------------------------+
-|                            |Income $1,000               |
-+----------------------------+----------------------------+
-|                            |Temporary tax account $150  |
-+----------------------------+----------------------------+
++----------------+--------------------+
+| Bank Journal   |                    |
++================+====================+
+| **Debit**      | **Credit**         |
++----------------+--------------------+
+| Bank $115      |                    |
++----------------+--------------------+
+|                | Receivables $115   |
++----------------+--------------------+
 
-When the payment is then received, it is registered as below :
+When you reconcile the invoice and the payment, this entry is generated:
 
-+----------------------------+----------------------------+
-| **Bank journal (BANK)**                                 |
-+============================+============================+
-| **Debit**                  |**Credit**                  |
-+----------------------------+----------------------------+
-| Bank $1,150                |                            |
-+----------------------------+----------------------------+
-|                            |Receivable $1,150           |
-+----------------------------+----------------------------+
++--------------------------+----------------------------+
+| Tax Cash Basis Journal                                |
++==========================+============================+
+| **Debit**                | **Credit**                 |
++--------------------------+----------------------------+
+| Temporary Tax Account $15|                            |
++--------------------------+----------------------------+
+|                          | Tax Received Account $15   |
++--------------------------+----------------------------+
+| Income Account $100      |                            |
++--------------------------+----------------------------+
+|                          | Income Account $100        |
++--------------------------+----------------------------+
 
-.. note::
-    Once the payment is registered, you can use the :guilabel:`Cash Basis Entries` smart button on
-    the invoice to access them directly.
-
-Finally, upon reconciliation of the invoice with the payment, the below entry is automatically
-created:
-
-+----------------------------+----------------------------+
-| **Tax Cash Basis Journal (Caba)**                       |
-+============================+============================+
-| **Debit**                  |**Credit**                  |
-+----------------------------+----------------------------+
-| Income account $1,000      |                            |
-+----------------------------+----------------------------+
-| Temporary tax account $150 |                            |
-+----------------------------+----------------------------+
-|                            |  Income account $1,000     |
-+----------------------------+----------------------------+
-|                            | Tax Received $150          |
-+----------------------------+----------------------------+
-
-The journal items :guilabel:`Income account` vs. :guilabel:`Income account` are neutral, but they
-are needed to ensure correct tax reports in Odoo with accurate base tax amounts.
-
-Using a default :guilabel:`Base Tax Received Account` is recommended so your balance is at zero and
-your income account is not polluted by unnecessary accounting movements. To do so, go to
-:menuselection:`Configuration --> Settings --> Taxes`, and select a
-:guilabel:`Base Tax Received Account` under :guilabel:`Cash Basis`.
+.. tip::
+    The last two journal items are neutral but they are needed to insure 
+    correct tax reports in Odoo with accurate base tax amounts.
+    We advise to use a default revenue account.
+    The balance of this account will then always be at zero.

content/applications/finance/documents.rst

@@ -4,8 +4,8 @@ Documents
 
 **Odoo Documents** allows you to store, view and manage files within Odoo.
 
-You can upload any type of file (max 64MB per file on Odoo Online), and organize them in various
-workspaces.
+You can upload any type of file (max 64MB per file on Odoo Online/SaaS), and organize them in
+various workspaces.
 
 .. seealso::
    - `Odoo Documents: product page <https://www.odoo.com/app/documents>`_

content/applications/general/developer_mode.rst

@@ -59,8 +59,6 @@ debug mode, add `?debug=0` instead.
    :ref:`assets mode <frontend/framework/assets_debug_mode>`, and `?debug=tests` enables
    the :ref:`tests mode <frontend/framework/tests_debug_mode>`.
 
-.. _developer-mode/mode-tools:
-
 Locate the mode tools
 =====================
 

content/applications/general/email_communication/email_servers.rst

@@ -81,7 +81,7 @@ The configuration steps are explained in `Google documentation <https://support.
 Restriction
 -----------
 
-Please note that port 25 is blocked for security reasons on Odoo Online and Odoo.sh platforms. Try
+Please note that port 25 is blocked for security reasons on the SaaS and Odoo.sh platforms. Try
 using ports 465, 587, or 2525 instead.
 
 .. _email_communication/default_from:

content/applications/general/email_communication/faq.rst

@@ -135,7 +135,7 @@ Depending on the platform you are using:
   See the Odoo.sh documentation about :ref:`logs <odoosh/logs>`. Use the command ``grep`` and 
   ``zgrep`` (for the compressed ones) to search through the files.
 
-- **Odoo Online** users won’t have access to their logs. However you can still contact
+- The **SaaS** users won’t have access to their logs. However you can still contact 
   `Odoo Support <https://www.odoo.com/help>`_ , if you have a recurring issue 
   with the same client or domain.
 

content/applications/general/in_app_purchase.rst

@@ -16,8 +16,8 @@ Services`.
    :align: center
 
 .. tip::
-   If I am on Odoo Online and have the Enterprise version, I benefit from free credits to test our
-   IAP features.
+   If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit from free credits to
+   test our IAP features.
 
 IAP accounts
 ============
@@ -57,7 +57,7 @@ IAP services available
 
 Different services are available depending on the hosting type of your Database:
 
-- *Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail,
+- *Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail,
   Reveal and Partner Autocomplete features);
 - *Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party
   apps can be used.

content/applications/inventory_and_mrp/inventory/management.rst

@@ -11,7 +11,6 @@ Warehouse Management
    management/products
    management/warehouses
    management/replenishment_strategies
-   management/inventory_adjustments
    management/delivery
    management/incoming
    management/misc

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

@@ -1,11 +0,0 @@
-:nosearch:
-
-=====================
-Inventory adjustments
-=====================
-
-.. toctree::
-   :titlesonly:
-
-   inventory_adjustments/count_products
-   inventory_adjustments/cycle_counts

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst

@@ -1,100 +0,0 @@
-=====================
-Inventory adjustments
-=====================
-
-In any warehouse management system, the recorded inventory counts in the database might not always
-match the actual inventory counts in the warehouse. The discrepancy between the two counts can be
-due to theft, damages, human errors, or other factors. As such, inventory adjustments must be made
-to reconcile the differences, and ensure that the recorded counts in the database match the actual
-counts in the warehouse.
-
-In Odoo, inventory adjustments can be accessed through :menuselection:`Inventory --> Operations -->
-Inventory Adjustments`.
-
-The :guilabel:`Inventory Adjustments` page shows all products that are currently in stock. Each
-line contains the following information:
-
-- :guilabel:`Product`
-- :guilabel:`Lot/Serial Number`
-- :guilabel:`On Hand Quantity`
-
-Add a new line
-==============
-
-To add an inventory adjustment line, click :guilabel:`Create` and fill in the :guilabel:`Product`
-and :guilabel:`Counted Quantity` fields. Then click :guilabel:`Save`.
-
-At this stage, the count is recorded but not yet *applied*. Meaning the quantity on hand is not yet
-updated to match the new :guilabel:`Counted Quantity`.
-
-To apply the new :guilabel:`Counted Quantity`, click :guilabel:`Apply` on the line or the
-:guilabel:`Apply All` button on the top of the page. If :guilabel:`Apply All` is clicked, a
-reference or reason can be entered before clicking :guilabel:`Apply`.
-
-.. image:: count_products/apply-inventory-adjustment.png
-   :scale: 60%
-   :align: center
-   :alt: Apply all option applies the inventory adjustment once a reason is specified.
-
-Count products
-==============
-
-Counting products is a recurring activity in a warehouse. Once a count is complete, go to
-:menuselection:`Inventory --> Operations --> Inventory Adjustments` to update the
-:guilabel:`Counted Quantity` column for each product line.
-
-If a count matches the :guilabel:`On Hand Quantity` recorded in the database, click on
-:guilabel:`Set`, which will copy the value in the :guilabel:`On Hand Quantity` field and paste it
-in the :guilabel:`Counted Quantity` field. A move with `0.00` :guilabel:`Quantity Done` will be
-recorded in the product's inventory adjustment history.
-
-If a count does *not* match the :guilabel:`On Hand Quantity` recorded in the database, record the
-count in the :guilabel:`Counted Quantity` field. When :guilabel:`Apply` is clicked, a move with the
-difference between the :guilabel:`On Hand Quantity` and :guilabel:`Counted Quantity` will be
-recorded in the product's inventory adjustment history.
-
-.. image:: count_products/history-inventory-adjustments.png
-   :align: center
-   :alt: Inventory Adjustments History dashboard detailing a list of prior product moves.
-
-.. note::
-   Sometimes a count occurs, but can not be applied in the database right away. In the time between
-   the actual count and applying the inventory adjustment, product moves can occur. In that case,
-   the :guilabel:`On Hand Quantity` in the database can change and will not be consistent with the
-   counted quantity. As an extra caution measure, Odoo will ask for confirmation before applying
-   the inventory adjustment.
-
-Plan counts
-===========
-
-Each inventory adjustment line contains the following information:
-
-- :guilabel:`Scheduled Date`: the date at which a count should be made.
-- :guilabel:`User`: the person in charge of the count.
-- :guilabel:`Accounting Date`: the date at which the adjustments will be accounted. The column is
-  hidden by default, but can be made visible by opening the column options icon.
-
-.. important::
-   In the Barcode app, users can only view counts assigned to them that are scheduled for today or
-   earlier.
-
-To plan big counts, select the desired product lines on the :guilabel:`Inventory Adjustments` page.
-Then, click :guilabel:`Request a Count` and fill in the following information:
-
-- :guilabel:`Inventory Date`: the planned date of the count.
-- :guilabel:`User`: the user responsible for the count.
-- :guilabel:`Accounting Date`: the date at which the inventory adjustment will be accounted.
-- :guilabel:`Count`: to leave the :guilabel:`On Hand Quantity` of each product line blank, select
-  :guilabel:`Leave Empty`. To prefill the :guilabel:`On Hand Quantity` of each product line with
-  the current value recorded in the database, select :guilabel:`Set Current Value`.
-
-Finally, click :guilabel:`Confirm` to request the count.
-
-By default, after an inventory adjustment is applied, the scheduled date for the next count is the
-31st of December of the current year. To modify the default scheduled date, go to
-:menuselection:`Inventory --> Configuration --> Settings --> Operations` and change the date in the
-:guilabel:`Annual Inventory Day and Month` setting.
-
-.. image:: count_products/annual-inventory.png
-   :align: center
-   :alt: Adjust the next inventory count date with the Annual Inventory Day and Month setting.

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst

@@ -1,41 +0,0 @@
-============
-Cycle counts
-============
-
-In most companies, the stock is only counted once a year. That's why by default, after making an
-inventory adjustment in Odoo, the scheduled date for the next count is set on the 31st of
-December. However, for some businesses it's crucial to have an accurate inventory count at all
-times.
-
-The goal of cycle counts is to keep critical stock levels accurate by counting more often at key
-locations.
-
-Configuration
-=============
-
-In Odoo, cycle counts are location-based. The frequency of the counts is defined by the storage
-location. To activate storage locations, go to :menuselection:`Inventory --> Configuration -->
-Settings --> Warehouse` and activate the :guilabel:`Storage Locations` setting. Next, click
-:guilabel:`Save` to apply the setting.
-
-.. image:: cycle_counts/storage-locations-setting.png
-   :align: center
-   :alt: Enable Storage Locations in Odoo settings.
-
-Change the inventory frequency
-==============================
-
-To change a location's inventory frequency, first, go to the locations by clicking
-:menuselection:`Inventory --> Configuration --> Locations`.
-
-Then, click on a location to open the location settings. Next, click on :guilabel:`Edit`. In the
-:guilabel:`Inventory Frequency (Days)` field, set the number of days. For example, a location that
-needs an inventory count every 30 days would set the :guilabel:`Inventory Frequency (Days)` value
-to `30`. Once the value is entered, click :guilabel:`Save` to apply the setting to the location.
-Now, once an inventory adjustment is applied to this location, the next scheduled count date will
-be automatically set based on the number of days in the :guilabel:`Inventory Frequency (Days)`
-setting.
-
-.. image:: cycle_counts/inventory-frequency.png
-   :align: center
-   :alt: Edit a location to change the inventory frequency.

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

@@ -10,4 +10,3 @@ Miscellaneous Operations
 
    misc/owned_stock
    misc/batch_transfers
-   misc/wave_transfers

content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst

@@ -1,68 +0,0 @@
-======================
-Process wave transfers
-======================
-
-While a batch transfer is a group of several pickings, a **wave transfer** only contains some parts
-of different pickings. Both methods are used to pick orders in a warehouse, and depending on the
-situation, one method may be a better fit than the other.
-
-To handle orders of a specific product category, or fetch products that are at the same location,
-wave transfers are the ideal method.
-
-In Odoo, wave transfers are actually batch transfers with an extra step: transfers are split before
-being grouped in a batch.
-
-Configuration
-=============
-
-Before a wave transfer can be created, the :guilabel:`Batch Transfers` and :guilabel:`Wave
-Transfers` options must be activated.
-
-First, go to :menuselection:`Inventory --> Configuration --> Settings`. In the
-:guilabel:`Operations` section, enable :guilabel:`Batch Transfers` and :guilabel:`Wave Transfers`.
-Then, click :guilabel:`Save` to apply the settings.
-
-.. image:: wave_transfers/wave-transfers-setting.png
-   :align: center
-   :alt: View of Odoo Inventory app settings to enable the wave transfers option.
-
-Add products to a wave
-======================
-
-Now that the settings are activated, start a wave transfer by adding products to a wave.
-
-Wave transfers can only contain product lines from transfers of the same operation type. To view
-all the transfers and product lines in a specific operation, first go to the :guilabel:`Inventory`
-dashboard and locate the desired operation type's card. Then, open the options menu (the three dots
-icon in the corner of the operation type's card) and click :guilabel:`Operations`.
-
-.. image:: wave_transfers/list-of-operations.png
-   :align: center
-   :alt: How to get an operation type's list of operations.
-
-On the operations page, select the product lines you want to add in a new or existing wave. Then,
-click :guilabel:`Add to Wave`.
-
-.. image:: wave_transfers/select-lines.png
-   :align: center
-   :alt: Select lines to add to the wave.
-
-.. tip::
-   Use the :guilabel:`Filters` in the search bar to group lines with the same product, location,
-   carrier, etc...
-
-After that, a pop-up box appears.
-
-To add the selected lines to an existing wave transfer, select the :guilabel:`an existing wave
-transfer` option and select the existing wave transfer from the drop-down menu.
-
-To create a new wave transfer, select the :guilabel:`a new wave transfer` option. If creating a new
-wave transfer, an employee can also be set in the optional :guilabel:`Responsible` field. Once the
-desired options are selected, click :guilabel:`Confirm` to add the product lines to a wave.
-
-View wave transfers
-===================
-
-To view all wave transfers and their statuses, go to :menuselection:`Inventory --> Operations -->
-Wave Transfers`. Wave transfers can also be viewed in the :guilabel:`Barcode` app by going to
-:menuselection:`Barcode --> Batch Transfers`.

content/applications/inventory_and_mrp/inventory/management/products/strategies.rst

@@ -1,138 +1,76 @@
-===============================
-Select a replenishment strategy
-===============================
+==============================================
+How to select the right replenishment strategy
+==============================================
 
-In Odoo, there are two strategies for replenishing inventory: **Reordering Rules** and the **Make
-to Order (MTO)** route. Although these strategies differ slightly, they both have similar
-consequences: triggering the automatic creation of a purchase or manufacturing order. The choice of
-which strategy to use depends on the business's manufacturing and delivery processes.
+Minimum Stock rules and Make to Order have similar consequences but
+different rules. They should be used depending on your manufacturing and
+delivery strategies.
 
 Terminology
 ===========
 
-Replenishment report and reordering rules
------------------------------------------
+Minimum stock rule 
+-------------------
 
-The replenishment report is a list of all products that have a negative forecast quantity.
-
-Reordering rules are used to ensure that there's always a minimum amount of a product in stock in
-order to manufacture products and/or fulfill sales orders. When the stock level of a product
-reaches its minimum, Odoo automatically generates a purchase order with the quantity needed to
-reach the maximum stock level.
-
-Reordering rules can be created and managed in the replenishment report or from the product form.
+Minimum Stock rules are used to ensure that you always have the minimum
+amount of a product in stock in order to manufacture your products
+and/or answer to your customer needs. When the stock level of a product
+reaches its minimum the system will automatically generate a procurement
+order with the quantity needed to reach the maximum stock level.
 
 Make to Order
 -------------
 
-Make to Order (MTO) is a procurement route that creates a draft purchase order or manufacturing
-order each time a sales order is confirmed, *regardless of the current stock level*.
-
-Unlike products replenished using reordering rules, Odoo automatically links the sales order to the
-purchase order (PO) or manufacturing order (MO) generated by the MTO route. Another difference
-between reordering rules and MTO is with MTO, Odoo generates a draft :abbr:`PO (Purchase Order)` or
-:abbr:`MO (Manufacturing Order)` immediately after the sales order is confirmed. With reordering
-rules, Odoo generates a draft :abbr:`PO (Purchase Order)` or :abbr:`MO (Manufacturing Order)` when
-the product's forecasted stock falls below the set minimum quantity. In addition, Odoo will
-automatically add quantities to the :abbr:`PO (Purchase Order)`/:abbr:`MO (Manufacturing Order)` as
-the forecast changes, as long as the :abbr:`PO (Purchase Order)`/:abbr:`MO (Manufacturing Order)`
-is not confirmed.
-
-The MTO route is the best replenishment strategy for products that are customized and should be
-used for this purpose only.
+The Make to Order function will trigger a Purchase Order of the amount
+of the Sales Order related to the product. The system will **not** check
+the current stock. This means that a draft purchase order will be
+generated regardless of the quantity on hand of the product.
 
 Configuration
 =============
 
-Replenishment report and reordering rules
------------------------------------------
+Minimum stock rules
+-------------------
 
-To access the replenishment report, go to :menuselection:`Inventory --> Operations -->
-Replenishment`. By default, the replenishment report shows every product that needs to be manually
-reordered. If there is no specific rule for a product, Odoo assumes that the :guilabel:`Minimum
-Quantity` and :guilabel:`Maximum Quantity` stock are both `0.00`.
+The Minimum Stock Rules configuration is available through your
+Inventory module. In the Inventory Control menu select "Reordering Rule"
+in the drop down menu. There, click on "Create" to set minimum and
+maximum stock values for a given product.
 
-.. image:: strategies/replenishment-report.png
-   :align: center
-   :alt: The replenishment report shows products that need to be reordered manually.
+.. image:: strategies/strategies01.png
+    :align: center
 
 .. note::
-   For products that don't have a set reordering rule, Odoo calculates the forecast as sales orders,
-   deliveries, and receipts are confirmed. For products that have a set reordering rule, Odoo
-   calculates the forecast normally, but also takes into account the purchase/manufacturing lead
-   time and security lead time.
+    Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple"
+    fields
 
-Before creating a new reordering rule, make sure the product has a vendor or a bill of materials
-configured on the product form. Also, make sure the :guilabel:`Product Type` is set to `Storable
-Product` on the product form. By definition, a consumable product does not have its inventory
-levels tracked, so Odoo can not account for a consumable product in the stock valuation.
+Then, click on your product to access the related product form and, on
+the "Inventory submenu", do not forget to select a supplier.
 
-To create a new reordering rule from the replenishment report, go to :menuselection:`Inventory -->
-Operations --> Replenishment`, click :guilabel:`Create`, and set the :guilabel:`Product`. If
-desired, set a :guilabel:`Min Quantity` and a :guilabel:`Max Quantity`. Finally, click
-:guilabel:`Save`.
+.. image:: strategies/strategies02.png
+    :align: center
 
-To create a new reordering rule from the product form, go to :menuselection:`Inventory --> Products
---> Products`, select a product to open its product form, click the :guilabel:`Reordering Rules`
-smart button, and click :guilabel:`Create`. Then, fill out the fields and save the new reordering
-rule.
+.. tip::
+    Don't forget to select the right product type. A consumable
+    can not be stocked and will thus not be accounted for in the stock valuation.
 
-By default, the quantity in the :guilabel:`To Order` field is the quantity required to reach the
-set :guilabel:`Max Quantity`. However, the :guilabel:`To Order` quantity can be adjusted by
-clicking on the field, changing the value, and clicking :guilabel:`Save`. To replenish a product
-manually, click :guilabel:`Order Once`.
+Make to Order 
+--------------
 
-To automate replenishment, click :guilabel:`Automate Orders`. When this button is clicked, Odoo
-will automatically generate a draft :abbr:`PO (Purchase Order)`/:abbr:`MO (Manufacturing Order)`
-every time the forecasted stock level falls below the set :guilabel:`Min Quantity` of the
-reordering rule.
+The Make to Order configuration is available on your product form
+through your :menuselection:`Inventory --> Inventory control --> Products` (or any
+other module where products are available).
 
+On the product form, under Inventory, click on "Make To Order".
 
-A reordering rule can be temporarily deactivated for a given period by using the :guilabel:`Snooze`
-button.
+.. image:: strategies/strategies03.png
+    :align: center
 
-.. image:: strategies/reordering-rule-snooze-settings.png
-   :align: center
-   :alt:  Snooze feature to temporarily deactivate reordering rules.
+Choice between the two options
+------------------------------
 
-A :abbr:`PO (Purchase Order)` or :abbr:`MO (Manufacturing Order)` created by a manual replenishment
-will have `Replenishment Report` as the source document. A :abbr:`PO (Purchase Order)` or
-:abbr:`MO (Manufacturing Order)` created by an automated reordering rule will have the sales
-order(s) reference number(s) that triggered the rule as the source document.
-
-.. image:: strategies/rfq-source-document.png
-   :align: center
-   :alt: Look at the source panel showing where RFQ/MFG orders originated from.
-
-Make to order
--------------
-
-Since the Make to Order (MTO) route is only recommended for customized products, the route is
-hidden by default.
-
-To activate the Make to Order (MTO) route in Odoo:
-
-#. Go to :menuselection:`Inventory --> Configuration --> Settings --> Warehouse`.
-#. Activate :guilabel:`Multi-Step Routes` setting and click :guilabel:`Save`.
-#. Go to :menuselection:`Inventory --> Configuration --> Routes`.
-#. Click on :menuselection:`Filters --> Archived` to show archived routes.
-#. Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click on
-   :menuselection:`Action --> Unarchive`.
-
-.. note::
-   Activating the :guilabel:`Multi-Step Routes` setting also activates :guilabel:`Storage Locations`
-   setting. If these features aren't applicable to the warehouse, disable these settings after
-   unarchiving the MTO route.
-
-To set a product's procurement route to MTO, go to :menuselection:`Inventory --> Products -->
-Products`, click on a product to open the product form, and click :guilabel:`Edit`. Then, click on
-the :guilabel:`Inventory` tab and in the :guilabel:`Routes` options, select :guilabel:`Replenish on
-Order (MTO)`. For products purchased directly from a vendor, make sure the :guilabel:`Buy` route is
-selected in addition to the MTO route and a vendor is configured in the :guilabel:`Purchase` tab.
-For products manufactured in-house, make sure the :guilabel:`Manufacture` route is selected in
-addition to the MTO route and a bill of materials is configured for the product. Finally, click
-:guilabel:`Save`.
-
-.. image:: strategies/replenish-on-order-product-setting.png
-   :align: center
-   :alt: Enable the Replenish on Order (MTO) route on the product settings.
+The choice between the two options is thus dependent of your inventory
+strategy. If you prefer to have a buffer and always have at least a
+minimum amount, the minimum stock rule should be used. If you want to
+reorder your stocks only if your sale is confirmed it is better to use
+the Make to Order.

content/applications/inventory_and_mrp/inventory/management/products/uom.rst

@@ -1,112 +1,107 @@
 ==============================
-Use different units of measure
+Use Different Units of Measure
 ==============================
 
-In some cases, handling products in different units of measure is necessary. For example, a
-business can buy products from a country that uses the metric system, and then sell those products
-in a country that uses the imperial system, so the business needs to convert the units. Another
-case for unit conversion is when a business buys products in a big pack from a supplier and then
-sells those products in individual units.
+In some cases, handling products in different units of measure is
+necessary. For example, if you buy products in a country where the
+metric system is of application and sell in a country where the imperial
+system is used, you will need to convert the units. Another common use
+case is buying products in bigger packs to your supplier and selling
+them in units to your customers.
 
-Odoo can be set up to use different units of measure for one product.
+You can set up Odoo to work with different units of measure for one
+product.
 
 Configuration
 =============
 
-To use different units of measure in Odoo, first go to :menuselection:`Inventory --> Configuration
---> Settings --> Products` and activate the :guilabel:`Units of Measure` setting. Then, click
-:guilabel:`Save`.
+In the *Inventory* application, go to :menuselection:`Configuration --> Settings`. In
+the *Products* section, activate *Units of Measure*, then *Save*.
 
-.. image:: uom/uom-enable-setting.png
-   :align: center
-   :alt: Enable Units of Measure in the Inventory settings.
+.. image:: uom/uom_01.png
+    :align: center
 
-Units of measure categories
+Create New Units of Measure
 ===========================
 
-After enabling the units of measure setting, view the default units of measure categories in
-:menuselection:`Inventory --> Configuration --> Units of Measures --> UoM Categories`. The
-category is important for unit conversion, Odoo can only convert a product's units from one unit to
-another only if both units belong to the same category.
+In the *Inventory* application go to :menuselection:`Configuration --> UoM`. There,
+hit *Create*. As an example, we will create a Box of 6 units that we
+will use for the Egg product.
 
-.. image:: uom/uom-categories.png
-   :align: center
-   :alt: Set units of measure categories.
+.. image:: uom/uom_02.png
+    :align: center
 
-Each units of measure category has a reference unit. The reference unit is highlighted in blue in
-the :guilabel:`Uom` column of the :guilabel:`Units of Measure Categories` page. Odoo uses the
-reference unit as a base for any new units.
+The category is important for unit conversion, you will be able to
+convert products from one unit to another only if those units belong to
+the same category. The box of 6 is 6 times bigger than the reference
+unit of measure for the category which is “Units” here.
 
-To create a new unit, first select the correct category. For example, to sell a product in a box of
-six units, click on the :guilabel:`Unit` category line. Next, click :guilabel:`Edit`. After that,
-click :guilabel:`Add a line`. Then, in the :guilabel:`Unit of Measure` field, title the new unit
-`Box of 6`. In the :guilabel:`Type` field, select :guilabel:`Bigger than the reference Unit of
-Measure`. In the :guilabel:`Ratio` field, enter `6.00000` since a box of six is six times bigger
-than the reference unit (`1.00000`). Finally, click :guilabel:`Save`.
+.. image:: uom/uom_03.png
+    :align: center
 
-Click on the :guilabel:`Unit` category.
+Specify Units of Measure on your Products
+=========================================
 
-Click :guilabel:`Add a line`. As an example, we will create a Box of 6 units that we will use for
-the Egg product. The box of 6 is 6 times bigger than the reference unit of measure for the category
-which is “Units” here.
+In the :menuselection:`Inventory application --> Master Data --> Products`, open the
+product which you would like to change the purchase/sale unit of
+measure, and click on *Edit*.
 
-.. image:: uom/convert-products-by-unit.png
-   :align: center
-   :alt: Convert products from one unit to another as long as they belong to the same category.
+In the *General Information* tab, you can select the *Unit of
+Measure* in which the product will be sold, which is also the unit in
+which internal transfers will take place. You can also select the
+*Purchase Unit of Measure*, which is the unit in which you purchase
+the product.
 
-Specify a product's units of measure
-====================================
+.. image:: uom/uom_04.png
+    :align: center
 
-To set units of measure on a product, first go to :menuselection:`Inventory --> Products -->
-Products` and click on a product to open its settings. Then, click on :guilabel:`Edit`.
+Transfer from One Unit to Another
+=================================
 
-In the :guilabel:`General Information` tab, edit the :guilabel:`Unit of Measure` field to specify
-the unit of measure that the product is sold in. The specified unit will also be the unit used to
-keep track of the product's inventory and internal transfers. Edit the :guilabel:`Purchase UoM`
-field to specify the unit of measure that the product is purchased in.
+Buy in the Purchase UoM
+-----------------------
 
-Unit conversion
-===============
+In the *Purchase* application, *Create* a new request for quotation
+in which you include the product with the different *Units of Measure*
+and *Confirm* it.
 
-Buy products in the Purchase UoM
---------------------------------
+.. image:: uom/uom_05.png
+    :align: center
 
-When creating a new request for quotation (RFQ) in the Purchase app, Odoo automatically uses the
-product's specified purchase unit of measure. However, if needed, the :guilabel:`UoM` can be
-manually edited on the RFQ.
+On the automatically generated purchase orders, the UoM used is the Box
+of 6, meaning the Purchase UoM. You have of course the possibility to
+manually modify the UoM if necessary. When you enter the *Receipt*
+which is linked to the purchase order, you can observe that the 10 boxes
+of 6 units have been converted in 60 units. Indeed, the stock is managed
+in units.
 
-After the RFQ is confirmed into a purchase order (PO), click on the :guilabel:`Receipt` smart
-button at the top right corner of the PO. Odoo automatically converts the purchase unit of measure
-into the product's sales/inventory unit of measure, so the :guilabel:`Demand` column of the
-delivery receipt shows the converted quantity.
-
-For example, if the product's purchase UoM is `Box of 6` and its sales/inventory unit of measure is
-`Units`, the PO shows the quantity in boxes of six, and the delivery receipt shows the quantity in
-units.
+.. image:: uom/uom_06.png
+    :align: center
 
 Replenishment
 -------------
 
-A request for quotation for a product can also be generated directly from the product form using
-the :guilabel:`Replenish` button. After clicking :guilabel:`Replenish`, a replenish assistant box
-pops up. The purchase unit of measure can be manually edited here if needed. Then, click
-:guilabel:`Confirm` to create the RFQ.
+When doing a replenishment via the *Replenish* button on the product
+form, you have the possibility to use a different unit of measure.
 
-Next, click the :guilabel:`Units Forecasted` smart button on the product form and scroll down to
-:menuselection:`Forecasted Inventory --> Requests for quotation`. Click on the RFQ reference number
-to open the draft RFQ. The purchase UoM can also be edited here if needed.
+.. image:: uom/uom_07.png
+    :align: center
 
-Sell in a different UoM
------------------------
+.. image:: uom/uom_08.png
+    :align: center
 
-When creating a new quotation in the Sales app, Odoo automatically uses the product's specified
-unit of measure. However, if needed, the :guilabel:`UoM` can be manually edited on the quotation.
+Sell in bigger UoM
+------------------
 
-After the quotation is sent to the customer and confirmed into a sales order (SO), click on the
-:guilabel:`Delivery` smart button at the top right corner of the SO. Odoo automatically converts
-the unit of measure into the product's inventory unit of measure, so the :guilabel:`Demand` column
-of the delivery shows the converted quantity.
+You can choose the unit of measure on the sale order document and decide
+to sell the eggs by the dozen. When doing so, the price is automatically
+computed from Units UoM to adapt to the selected *UoM*.
 
-For example, if the product's UoM on the SO was changed to `Box of 6`, but its inventory unit of
-measure is `Units`, the SO shows the quantity in boxes of six, and the delivery shows the quantity
-in units.
+.. image:: uom/uom_09.png
+    :align: center
+
+In the delivery order, the *UoM* used in the sale order is converted
+to the *UoM* used for stock management, in our use case, the Units.
+
+.. image:: uom/uom_10.png
+    :align: center