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61 Commits

Author SHA1 Message Date
Ricardo Gomes Rodrigues
e432938a56 WIP Twilio Documentation 2025-05-07 17:08:07 +02:00
Ricardo Gomes Rodrigues
7663aa0fad [IMP] belgium: update disallowed vs deductibility
Instead of talking about the disallowed amount (non-deductible),
we now talk about its reverse (deductibility).

Enterprise PR: https://github.com/odoo/enterprise/pull/76066

task-id 4421297
2025-02-03 13:38:39 +01:00
benderliz
95bb52afa3 [IMP] Inventory: Consignment typo in 16.0
closes odoo/documentation#11896

X-original-commit: 38640aeb0e
Signed-off-by: Liz Bender (beli) <beli@odoo.com>
2025-01-31 17:50:18 +00:00
Audrey (auva)
8d42564a46 [IMP] iot: refactor and update configuration documentation
Restructure and update the iot documentation

closes odoo/documentation#11936

X-original-commit: a6dbcd0a9f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-01-31 13:42:49 +00:00
Donatienne (dopi)
6b54d22e2d [IMP] ecommerce: checkout
taskid-4392415

closes odoo/documentation#11938

X-original-commit: 6bf147384b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-01-31 13:42:42 +00:00
mcsi-odoo
0a3d4842b8 [IMP] studio: automated action send whatsapp
task-4442904

closes odoo/documentation#11928

X-original-commit: cafe8b3f4b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
2025-01-31 08:07:17 +00:00
jero-odoo
0a9340f66b [IMP] General: Email Server Subdomain Limitation
closes odoo/documentation#11920

X-original-commit: 00eb919fb4
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2025-01-30 14:05:21 +00:00
sjai-odoo
2d871e7c32 [ADD] integration: barcodelookup documentation
Task-4464181

closes odoo/documentation#11907

X-original-commit: eee06ac7c4
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Jainam Shah (sjai) <sjai@odoo.com>
2025-01-30 07:54:22 +00:00
Tiffany Chang (tic)
862525f8c2 [I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#11909

X-original-commit: 4fc13ed595
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2025-01-29 13:49:39 +00:00
Loredana Perazzo
9be262eaef [IMP] POS: move configuration in toctree
task-4512527

closes odoo/documentation#11887

X-original-commit: 92b968d337
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2025-01-28 16:41:55 +00:00
Loredana Perazzo
24eeecb9e1 [ADD] POS: how to configure and use the preparation display
task-3604858

closes odoo/documentation#11855

X-original-commit: 2eb1deaf11
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2025-01-28 11:10:20 +00:00
sk-nada
8800de73af [FW][FIX] tutorials/server_framework_101: update link for example of list
previous link was for code that used tree in xml. The tree tag throws Traceback error in 18.0. This commit will provide the correct example with list tag instead of tree tag.

closes odoo/documentation#11867

Forward-port-of: odoo/documentation#11865
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2025-01-28 02:59:51 +00:00
Erwin Zoer
41f15664e2 [FW][FIX] developer/howtos/upgrade_custom_db: fix typo
Changed the word devolopments to developments

closes odoo/documentation#11886

Forward-port-of: odoo/documentation#11864
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2025-01-28 02:59:49 +00:00
mcsi-odoo
4f24ab92bf [IMP] accounting: ocr free iap test credits for enterprise users
task-4328876

closes odoo/documentation#11883

X-original-commit: 058e379a40
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
2025-01-27 20:58:27 +00:00
mcsi-odoo
8094aecf2e [IMP] accounting: order of fiscal localizations updated in toc
task-4285498

closes odoo/documentation#11884

X-original-commit: f3d8007c29
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
2025-01-27 20:58:25 +00:00
“Chiara
e8b8305ba1 [IMP] accounting: italian localization typo
closes odoo/documentation#11885

X-original-commit: 8b1f8e1fc6
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-01-27 20:58:24 +00:00
Krzysztof Magusiak (krma)
c9b4545e8f [IMP] release: PEP440 release naming
Use the PEP440 release naming.

closes odoo/documentation#11863

Related: odoo/odoo#195176
Signed-off-by: Krzysztof Magusiak (krma) <krma@odoo.com>
2025-01-27 19:38:21 +00:00
dikd-odoo
e8da6e1fe4 [IMP] sales: removing the warning message for Amazon connector
closes odoo/documentation#11808

X-original-commit: e6bc52d641
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
2025-01-25 03:17:12 +00:00
samueljlieber
f4f731d7f7 [IMP] sales: update simplified pricelist settings
closes odoo/documentation#11811

X-original-commit: a0c8570226
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
2025-01-25 03:17:10 +00:00
jero-odoo
3a2974584e [IMP] Inventory: wave transfers 18
closes odoo/documentation#11860

X-original-commit: 60a0d4cdb5
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2025-01-25 01:54:26 +00:00
William Braeckman
8b49ad8add [IMP] developer/reference/cli: --limit-time-cron-conn
Document the newly created config option.

closes odoo/documentation#11851

See: https://github.com/odoo/odoo/pull/194141
X-original-commit: ff6f55ae20
Related: odoo/odoo#195042
Signed-off-by: William Braeckman (wbr) <wbr@odoo.com>
2025-01-24 15:20:41 +00:00
“Dallas”
986a2a0483 [IMP] accounting/bank: outstanding accounts
Update bank doc to better explain suspense and outstanding accounts and to explain that payments don't create journal entries without outstanding accounts.

task-3474209

closes odoo/documentation#11850

X-original-commit: 88e1bee845
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-24 13:57:46 +00:00
jero-odoo
ed859771c1 [IMP] Inventory: Batch Picking 18
closes odoo/documentation#11842

X-original-commit: 9917949408
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Liz Bender <92882399+benderliz@users.noreply.github.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2025-01-24 12:29:02 +00:00
jero-odoo
de07d3af6f [IMP] Inventory: cluster picking
closes odoo/documentation#11841

X-original-commit: c4e0f35aa9
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: dikd-odoo <dikd@odoo.com>
2025-01-24 12:29:00 +00:00
mcsi-odoo
15282c9900 [FIX] studio: can duplicate feature - list
task-4444001

closes odoo/documentation#11834

X-original-commit: 91103976f7
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
2025-01-24 09:44:59 +00:00
Meet Jivani [MEJI]
30dda24ac5 [ADD] point_of_sale: documentation for urbanPiper Integration
In this commit:
- Added detailed documentation on configuring online food delivery using
UrbanPiper integration.
- Provides step-by-step guidance for setting up the system.

Task-4263288

closes odoo/documentation#11827

X-original-commit: 8f77236070
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>
Co-authored-by: Meet Jivani <meji@odoo.com>
2025-01-24 09:44:57 +00:00
Doh (KIDO)
7d4d42f2a5 [FIX] l10n_my: MyInvois credential update for preproduction
Despite registering ODOO S.A. as the name for both production and preproduction environment, MyInvois force changed pre-production to OXXX_XXXXO S.A. requiring an update on the credential for usage.

closes odoo/documentation#11821

X-original-commit: eba8e6028e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Kim Dohyun (kido) <kido@odoo.com>
2025-01-24 06:13:12 +00:00
lase@odoo.com
c3a308f4b9 [IMP] marketing: match the Display Timezone description with tooltips
Issue:

The current descriptions and naming of the `Date` fields (`date_begin`,
`date_end`) and the `Timezone` field (`date_tz`) can be confusing in the
form view of the event model. Specifically:

The timezone used for converting the form dates to the database is
determined by the context and not by the `Timezone` field present on the
form. However, this `Timezone` field determines the timezone used
for displaying the event's date/time on the website. This change
clarifies the situation according to the update done in the community PR

opw-4323142

closes odoo/documentation#11820

X-original-commit: fe9d186b54
Related: odoo/odoo#194685
Signed-off-by: Lancelot Semal (lase) <lase@odoo.com>
2025-01-23 15:23:57 +00:00
“Dallas”
8d22fea849 [IMP] l10n_spain: update FACe configuration
Update configration as the location of the config changed in 18.0.

task-4327068

closes odoo/documentation#11830

X-original-commit: cc226a7e1d
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-23 15:23:50 +00:00
mcsi-odoo
e190e03e93 [IMP] studio: can duplicate feature
task-4444001

closes odoo/documentation#11806

X-original-commit: c8b5ec9b8b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
2025-01-22 10:11:36 +00:00
Antoine Vandevenne (anv)
a8d555494f [IMP] supported_versions: release saas-18.1
closes odoo/documentation#11807

X-original-commit: 9b7d3d559b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2025-01-21 22:03:20 +00:00
benderliz
f1007895b6 [FIX] Inventory: Fixing reordering rules navigation for 18.0
closes odoo/documentation#11711

X-original-commit: b6b6cf9de8
Signed-off-by: Liz Bender (beli) <beli@odoo.com>
2025-01-21 22:03:16 +00:00
“Chiara
106ac4d505 [IMP] accounting: einvoicing by country mention
closes odoo/documentation#11793

X-original-commit: 3ab129a370
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Chiara Prattico (chpr) <chpr@odoo.com>
2025-01-21 17:40:31 +00:00
Zuzanna Luczynska
6c027c9f4d [ADD] project/dashboard: project dashboard
task-id 4384333

closes odoo/documentation#11745

X-original-commit: 37d9b31da5
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
2025-01-20 10:07:16 +00:00
xpl-odoo
6e4ab30214 [IMP] database: update status of supported versions
task-4485068

closes odoo/documentation#11786

X-original-commit: 36d407830e
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2025-01-20 10:07:13 +00:00
“Dallas”
ebca1144b6 [FIX] accounting:update internal transfers doc to 18.0
Internal transfers are now handled via reconciliation model button instead of through payments. This PR moves the internal transfers documentation from the Payments section to the Bank section and updates it to reflect the process in 18.0.

task-4331744

closes odoo/documentation#11778

X-original-commit: cc6306277b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-18 06:15:25 +00:00
xpl-odoo
4d08ff7294 [IMP] l10n: odoo 18 update of the german l10n
Based on information from CBE and PR #11417

closes odoo/documentation#11772

X-original-commit: d7c1329007
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2025-01-17 12:43:30 +00:00
jero-odoo
241fd01063 [IMP] General: Outbound email servers correction
closes odoo/documentation#11764

X-original-commit: dfe54bdce3
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2025-01-16 15:00:22 +00:00
Christoforus Surjoputro
1f842b5f2b [FIX] payment_providers/xendit: remove step to enable optional 3ds
Enabling optional 3DS should not part of the official step. This configuration
is specific to cards payment, by default should perform 3DS, and only eligible
merchant able to perform cards payment with optional 3DS enabled.

closes odoo/documentation#11759

Forward-port-of: #11712
X-original-commit: bc1e3def1d
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-01-15 23:00:05 +00:00
John Holton (hojo)
af34c2c473 [IMP] Inventory: add delivery slip setting to serial numbers
closes odoo/documentation#11737

X-original-commit: 78b9c43030
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2025-01-15 19:08:56 +00:00
fvz-odoo
23f80369ff [IMP] accounting/l10n_uy: clarify onboarding
Currently, users are having a hard time setting up their Uruware account. With the improvement to the documentation we are adding clarifications to simplify the onboarding process as well as adding a see also section so users have more documentation and smart classes/eLearning available.

closes odoo/documentation#11758

X-original-commit: 2628303bc4
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: dade-odoo <87431108+dade-odoo@users.noreply.github.com>
2025-01-15 17:36:27 +00:00
benderliz
830c311f68 [IMP] Inventory: Merged cycle count docs and updated for 17.0
closes odoo/documentation#11733

X-original-commit: 6852e4b980
Signed-off-by: Liz Bender (beli) <beli@odoo.com>
2025-01-14 19:36:17 +00:00
Florian Gilbert
0ee2ff365d [IMP] account/bank: Consistent number for available banks
The aim of this commit is making sure that we have the same number of available banks.
 
no task id

closes odoo/documentation#11751

X-original-commit: 40c830298c
Signed-off-by: Florian Gilbert (flg) <flg@odoo.com>
2025-01-14 16:55:47 +00:00
Aaron Bohy
336c77042a [IMP] javascript reference: document domain field options
Before this commit, options of the domain field weren't documented.
Now, they are.

closes odoo/documentation#11735

X-original-commit: 04ac6de366
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
2025-01-13 08:39:55 +00:00
emmi-odoo
cc896e052f [IMP] essentials/import data: add Import files section
task-4043639

closes odoo/documentation#11725

X-original-commit: 983346ae6b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
2025-01-10 17:45:03 +00:00
jero-odoo
3d5d0681e9 [IMP] Helpdesk: Update SLAs
closes odoo/documentation#11727

X-original-commit: 7c6aa7f2c4
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: dikd-odoo <dikd@odoo.com>
2025-01-10 17:45:00 +00:00
jero-odoo
b2677946fd [IMP] Helpdesk: Helpcenter updates
closes odoo/documentation#11726

X-original-commit: b78d7b86e6
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2025-01-10 17:44:59 +00:00
Donatienne (dopi)
512919de84 [IMP] ecommerce: delivery methods
taskid-4016678

closes odoo/documentation#11718

X-original-commit: 84abf415bc
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2025-01-09 15:31:24 +00:00
Zuzanna Luczynska
461b4565c5 [IMP] project/tasks: correction in what triggers reccurence + icon
closes odoo/documentation#11706

Task-id: 3601222
X-original-commit: cb0cce2498
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
2025-01-08 14:45:50 +00:00
paan-odoo
8273efda22 [ADD] point_of_sale: documentation for pos-based marketing
This PR adds the documentation needed to use pos-based marketing.

In this PR, we introduce configuration and flow related to Email
and WhatsApp marketing in Point of Sale from storing contact details
to sending emails and WhatsApp messages from the point of sale.

task-4053075

closes odoo/documentation#11628

X-original-commit: 2bb0fa8e68
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
Co-authored-by: Anantkumar Parmar <paan@odoo.com>
Co-authored-by: Loredana Perazzo <lrpz@odoo.com>
2025-01-08 13:01:08 +00:00
guillaume gallant (guga)
851a828fd4 [ADD] project: task dependencies
task-4413833

closes odoo/documentation#11671

X-original-commit: a8959a121a
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Guillaume Gallant (guga) <guga@odoo.com>
2025-01-08 08:28:24 +00:00
“Dallas”
84451d1bf7 [FIX] accounting/tax-return: fix tax return menu path
Fix the menu navigation path of the tax return and update for 18.0 UI

task-4424499

closes odoo/documentation#11689

X-original-commit: 27bddd133b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2025-01-07 19:20:51 +00:00
jero-odoo
4a069b9681 [IMP] Helpdesk: update basics 18
closes odoo/documentation#11700

X-original-commit: 21eb260fc8
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Liz Bender <92882399+benderliz@users.noreply.github.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
2025-01-06 20:21:10 +00:00
Sylvain Francis
9319cc3b71 [FIX] Egypt fiscal localizations: Update proxy install instructions
Since Odoo 16, to install the local proxy, users need to select the
"Odoo IoT" option install of the "Local Proxy Mode" to install the local
proxy.

This commit updates both the text and accompanying screenshot

closes odoo/documentation#11670

X-original-commit: beeeff9068
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Sylvain Francis (syf) <syf+odoo@odoo.com>
2025-01-06 09:19:47 +00:00
Felicious
a7264a1687 [IMP] inventory: add bpost link
closes odoo/documentation#11683

X-original-commit: e38438c0ae
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2025-01-06 08:02:20 +00:00
gmz-odoo
749a8365c7 [IMP] accounting/l10n_pe: PLE 12.1 and PLE 13.1 inventory reports
Add new section for reports
Content based on V17
Images : [ADD]Inventory Reports: PLE 12.1 and PLE 13.1 - Images
Expected section to be added: [l10n_pe][USER DOC][ADD]Inventory Reports: PLE 12.1 and PLE 13.1

closes odoo/documentation#11696

X-original-commit: 1aac8f8dc6
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2025-01-02 21:55:19 +00:00
jero-odoo
38cd791272 [IMP] Helpdesk: receiving tickets
closes odoo/documentation#11690

X-original-commit: 5dea50eef0
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2025-01-02 18:54:51 +00:00
Parish Bracha
88620fad79 [IMP] Subscriptions: Contract in exception
closes odoo/documentation#10892

X-original-commit: ea2fc6dbc4
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
Signed-off-by: Xavier Dollé (xdo) <xdo@odoo.com>
2025-01-02 14:55:16 +00:00
Tiffany Chang (tic)
53c3d6442f [I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#11673

X-original-commit: d4841aee90
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2025-01-02 10:51:22 +00:00
gmz-odoo
0d794c2cc2 [IMP] accounting/l10n_pe: update GRE credentials section
closes odoo/documentation#11632

Context: after Odoo17 the menu changes on the settings from Accounting to Inventory, as this workflow is related to stock moves
X-original-commit: f3969af47e
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Gabriela Enriquez Manzano (gmz) <gmz@odoo.com>
2024-12-30 18:43:33 +00:00
Felicious
183fa4245d [ADD] inventory: compare packs and uom
closes odoo/documentation#11650

X-original-commit: 1ac6e5e975
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-12-27 19:03:01 +00:00
211 changed files with 7333 additions and 5945 deletions

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@@ -27,7 +27,7 @@ SOURCE_DIR = content
HTML_BUILD_DIR = $(BUILD_DIR)/html
ifdef VERSIONS
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-18.1
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
endif
ifneq ($(CURRENT_LANG),en)
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)

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@@ -21,8 +21,8 @@ copyright = 'Odoo S.A.'
# `version` is the version info for the project being documented, acts as replacement for |version|,
# also used in various other places throughout the built documents.
# `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
version = release = 'saas-18.1'
# `release` is the full version, including a/b/rc tags. Acts as replacement for |release|.
version = release = 'master'
# `current_branch` is the technical name of the current branch.
# E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -116,7 +116,7 @@ else:
odoo.addons.__path__.append(str(odoo_dir) + '/addons')
from odoo import release as odoo_release # Don't collide with Sphinx's 'release' config option
odoo_version = '.'.join(str(s) for s in odoo_release.version_info[:2]).replace('~', '-') # Change saas~XX.Y to saas-XX.Y
odoo_version = 'master' if 'alpha' in odoo_release.version else odoo_version
odoo_version = 'master' if odoo_release.ALPHA in odoo_release.version_info else odoo_version
if release != odoo_version:
_logger.warning(
"Found Odoo sources in %(directory)s but with version '%(odoo_version)s' incompatible "

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@@ -4,7 +4,7 @@
Bank and cash accounts
======================
You can manage as many bank or cash accounts as needed on your database. Configuring them well
You can manage as many bank or cash accounts as needed on your database. Configuring them correctly
allows you to have all your banking data up-to-date and ready for :doc:`reconciliation
<bank/reconciliation>` with your journal entries.
@@ -21,22 +21,22 @@ which include action buttons.
.. image:: bank/card.png
:alt: Bank journals are displayed on the Accounting Dashboard and contain action buttons
.. _accounting/bank/manage_accounts:
.. _accounting/bank/manage:
Manage your bank and cash accounts
==================================
Manage bank and cash accounts
=============================
Connect your bank for automatic synchronization
-----------------------------------------------
Connect a 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.
--> Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and follow the
instructions.
.. seealso::
:doc:`bank/bank_synchronization`
.. _accounting/bank/create_account:
.. _accounting/bank/create:
Create a bank account
---------------------
@@ -44,8 +44,9 @@ 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.
To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Add a Bank
Account`, click on :guilabel:`Record transactions manually` (at the bottom right), fill out the bank
information, and click :guilabel:`Create`.
.. note::
- Odoo automatically detects the bank account type (e.g., IBAN) and enables some features
@@ -86,14 +87,23 @@ You can edit the accounting information and bank account number according to you
.. seealso::
- :doc:`get_started/multi_currency`
- :doc:`bank/transactions`
- `Bank configuration <https://www.youtube.com/watch?v=tVhhXw-VnGE>`_
.. _bank_accounts/suspense:
.. _accounting/bank/suspense:
Suspense account
----------------
Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final
reconciliation allows finding the right account.
Bank statement transactions are posted on the suspense account until they are reconciled. At any
moment, the suspense account's balance in the general ledger shows the balance of transactions that
have not yet been reconciled.
.. note::
When a bank transaction is reconciled, the journal entry is modified to replace the bank suspense
account with the account of the journal item it is reconciled with. This account is usually the
:ref:`outstanding receipts or payments account <accounting/bank/outstanding-accounts>` if
reconciling with a registered payment or the account receivable or payable if reconciling with
an invoice or bill directly.
Profit and loss accounts
------------------------
@@ -105,7 +115,7 @@ register a loss when the ending balance of a cash register differs from what the
Currency
--------
You can edit the currency used to enter the statements.
You can edit the currency used to enter the transactions.
.. seealso::
:doc:`get_started/multi_currency`
@@ -114,7 +124,7 @@ 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:`Account Number`. On the account 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.
@@ -124,12 +134,13 @@ registering payments.
Bank feeds
----------
:guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available:
:guilabel:`Bank Feeds` defines how the bank transactions are registered. Three options are
available:
- :guilabel:`Undefined yet`, which should be selected when you dont 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.
your bank statements and transactions using a different format.
- :guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized
with your database.
@@ -142,47 +153,42 @@ Bank feeds
Outstanding accounts
====================
By default, payments are registered through transitory accounts named **outstanding accounts**,
before being recorded in your bank account.
By default, payments in Odoo do not create journal entries, but they can easily be configured to
create journal entries using **outstanding accounts**.
- An **outstanding payments account** is where outgoing payments are posted until they are linked
with a withdrawal from your bank statement.
- An **outstanding receipts account** is where incoming payments are posted until they are linked
with a deposit from your bank statement.
with incoming bank transactions.
- An **outstanding payments account** is where outgoing payments are posted until they are linked
with outgoing bank transactions.
These accounts should be of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets`.
These accounts are usually of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets` and
:guilabel:`Current Liabilities`.
Payments that are registered in Odoo are posted to the outstanding receipts and outstanding accounts
until they are reconciled. At any moment, the outstanding receipts account's balance in the general
ledger shows the balance of registered incoming payments that have not yet been reconciled, and the
outstanding payments account's balance in the general ledger shows the balance of registered
outgoing payments that have not yet been reconciled.
Bank and cash journal configuration
-----------------------------------
To configure payments to create journal entries, set outstanding accounts for the journal's payment
methods. This can be done for any journal with the :ref:`type <chart-of-account/type>`
:guilabel:`Bank` or :guilabel:`Cash`.
To configure the outstanding accounts for a journal's payment methods, first go to
:menuselection:`Accounting --> Configuration --> Journals` and select a bank or cash journal. In the
:guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs, set :guilabel:`Outstanding
Receipts accounts` and :guilabel:`Outstanding Payments accounts` for each payment method that you
want to create journal entries.
.. note::
The movement from an outstanding account to a bank account is done automatically when you
reconcile the bank account with a bank statement.
Default accounts configuration
------------------------------
The outstanding accounts are defined by default. If necessary, you can update them by going to
:menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your
:guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`.
Bank and cash journals configuration
------------------------------------
You can also set specific outstanding accounts for any journal with the :ref:`type
<chart-of-account/type>` :guilabel:`Bank` or :guilabel:`Cash`.
From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to
configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing
Payments` tab. To display the outstanding accounts column, click on the toggle button and check the
:guilabel:`Outstanding Receipts/Payments accounts`, then update the account.
.. image:: bank/toggle-button.png
:alt: Select the toggle button and click on outstanding Accounts
.. note::
- If you do not specify an outstanding payments account or an outstanding receipts account for a
specific journal, Odoo uses the default outstanding accounts.
- If your main bank account is added as an outstanding receipts account or outstanding payments
account, when a payment is registered, the invoice or bill's status is directly set to
:guilabel:`Paid`.
- If the main bank account of the journal is added as an outstanding receipts account or
outstanding payments account, when a payment is registered, the invoice or bill's status is
directly set to :guilabel:`Paid`.
- If the outstanding receipts or outstanding payments account for a payment method is left blank,
registering a payment with that payment method will not create any journal entry.
.. toctree::
:titlesonly:

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@@ -6,7 +6,7 @@ Internal money transfers can be handled in Odoo. At least two bank or cash accou
make internal transfers.
.. seealso::
:ref:`How to add an additional bank account <accounting/bank/create_account>`
:ref:`How to add an additional bank account <accounting/bank/create>`
Configuration
=============

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@@ -43,7 +43,7 @@ Before closing a fiscal year, ensure first everything is accurate and up-to-date
- Validate all :doc:`expenses <../../expenses>`, ensuring their accuracy.
- Corroborate that all :doc:`received payments <../payments>` have been encoded and recorded
accurately.
- Close all :ref:`suspense accounts <bank_accounts/suspense>`.
- Close all :ref:`suspense accounts <accounting/bank/suspense>`.
- Book all :doc:`depreciation <../vendor_bills/assets>` and :doc:`deferred revenue
<../customer_invoices/deferred_revenues>` entries.

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@@ -91,9 +91,10 @@ To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings
and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
: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.
.. note::
Enterprise Odoo users with a valid subscription get free credits to test IAP features before
deciding to purchase more credits for the database. This includes demo/training databases,
educational databases, and one-app-free databases.
.. seealso::
- `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_

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@@ -187,17 +187,17 @@ Fiscal localization modules are available for the countries listed below.
fiscal_localizations/mexico
fiscal_localizations/netherlands
fiscal_localizations/new_zealand
fiscal_localizations/romania
fiscal_localizations/peru
fiscal_localizations/philippines
fiscal_localizations/romania
fiscal_localizations/saudi_arabia
fiscal_localizations/singapore
fiscal_localizations/spain
fiscal_localizations/switzerland
fiscal_localizations/thailand
fiscal_localizations/vietnam
fiscal_localizations/united_arab_emirates
fiscal_localizations/united_kingdom
fiscal_localizations/united_states
fiscal_localizations/uruguay
fiscal_localizations/vietnam
fiscal_localizations/employment_hero

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@@ -140,12 +140,9 @@ Let's take an example reflecting **restaurant** and **car expenses**.
Restaurant expenses
~~~~~~~~~~~~~~~~~~~
In Belgium, 31% of **restaurant** expenses are non-deductible. Create a new **disallowed expenses
In Belgium, 69% of **restaurant** expenses are deductible. Create a new **disallowed expenses
category** and set both :guilabel:`Related Account(s)` and :guilabel:`Current Rate`.
.. image:: belgium/restaurant-expenses.png
:alt: Disallowed expenses categories
.. _belgium/vehicle-split:
Car expenses: vehicle split
@@ -153,7 +150,7 @@ Car expenses: vehicle split
In Belgium, the deductible percentage varies from car to car and, therefore, should be indicated for
each vehicle. To do so, open :menuselection:`Fleet` and select a vehicle. In the :guilabel:`Tax
info` tab, go to the :guilabel:`Disallowed Expenses Rate` section and click on :guilabel:`Add a
info` tab, go to the :guilabel:`Deductibility Rates` section and click on :guilabel:`Add a
line`. Add a :guilabel:`Start Date` and a :guilabel:`%`. The amounts go in the same account for all
car expenses.
@@ -588,8 +585,8 @@ provide the following information:
- your company's name, address, and legal structure; and
- the Mac address of your IoT Box.
Once your IoT box is certified, :doc:`connect <../../general/iot/config/connect>` it to your
database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the
Once your IoT box is certified, :doc:`connect <../../general/iot/connect>` it to your database. To
verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the
:guilabel:`IOT Device` section, which should display the FDM.
.. image:: belgium/iot-devices.png

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@@ -655,7 +655,7 @@ as follows:
#. Make sure the fiscal printer is set to its default state: printer on, start-up cycle complete,
and no transaction in progress.
#. Type `3333`.
#. Press :guilabel:`Chiave`. The screen displays :guilabel:`Scleta Funzione`.
#. Press :guilabel:`Chiave`. The screen displays :guilabel:`Scelta Funzione`.
#. Type `14`. The screen displays :guilabel:`Apprendimento`.
#. Type `62`. The screen displays :guilabel:`Simulazione`.
#. To turn the :guilabel:`no` into a :guilabel:`si`, press :guilabel:`X`.

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@@ -104,7 +104,10 @@ portal to grant Odoo the **right to invoice** as an intermediary for your compan
- :guilabel:`TIN`: `C57800417080`
- :guilabel:`BRN`: `BE0477472701`
- :guilabel:`Name`: `ODOO S.A.`
- :guilabel:`Name`:
- :guilabel:`Production`: `ODOO S.A.`
- :guilabel:`Pre-production`: `OXXX_XXXXO S.A.`
#. Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)`
icon:

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@@ -921,7 +921,7 @@ Configuration
After configuring the Peruvian :ref:`electronic invoicing <peru-accounting-settings>` flow, complete
the following configurations for the **eCommerce** flow:
- :ref:`Client account registration <checkout-sign>`;
- :ref:`Client account registration <ecommerce/checkout/policy>`;
- :ref:`Automatic invoice <handling/legal>`;
- :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to
:guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`.

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@@ -155,11 +155,16 @@ Before configuring the :abbr:`FACe (General Entrance for Electronic Invoices)` s
:ref:`install <general/install>` the :guilabel:`Spain - Facturae EDI (l10n_es_edi_facturae)` module
and other **Facturae EDI**-related modules.
To enable FACe, go to :menuselection:`Settings --> General Settings`, click
:guilabel:`Update Info` in the :guilabel:`Companies` section, then click :guilabel:`Update Info` and
set the :guilabel:`Country` and :guilabel:`Tax ID` of your company. Next, add the
:guilabel:`Facturae signature certificate` by clicking :guilabel:`Add a line`, uploading the
certificate provided by the tax agency, and entering the provided password.
To configure FACe, follow these steps:
#. Go to :menuselection:`Accounting --> Configuration --> Certificates`.
#. Click :guilabel:`New` to create a new certificate.
#. Complete the fields, including uploading the file of the :guilabel:`Certificate` provided by the
tax agency and the provided :guilabel:`Certificate Password`.
.. note::
If using the Invoicing app instead of Accounting, go to :menuselection:`Invoicing -->
Configuration --> Certificates`.
Use case
--------

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@@ -367,6 +367,8 @@ enable :guilabel:`Allow Express Checkout`.
.. note::
All prices shown on the express checkout payment form always include taxes.
.. _payment_providers/availability:
Availability
============

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@@ -17,6 +17,10 @@ emails. The deliverability is optimized for this subdomain as it uses Odoos D
If the database subdomain is `company-name.odoo.com` and all mailing configurations are the
default ones, all emails will be sent from `notifications@company-name.odoo.com`.
.. important::
Only **one** subdomain can be used as a mailing server in Odoo. Subdomains for additional
companies require an external email server with a custom domain.
.. image:: email_servers_outbound/diagram-inbound-mailing-method.png
:alt: Odoos default outbound messages configuration.

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@@ -8,3 +8,4 @@ Integrations
integrations/unsplash
integrations/geolocation
integrations/google_translate
integrations/barcodelookup

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@@ -0,0 +1,40 @@
:show-content:
==============
Barcode Lookup
==============
`Barcode Lookup <https://www.barcodelookup.com/>`_ allows you to scan (or enter) products' barcodes
(:abbr:`UPC (Universal Product Code)`, :abbr:`EAN (European Article Number)`, or :abbr:`ISBN
(International Standard Book Number)`) to automatically create them in your Odoo database, complete
with product names, descriptions, images, categories, etc.
.. _barcodelookup/configuration:
Configuration
-------------
If your database is hosted on **Odoo Online**, you can use Barcode Lookup without configuration.
If your database is hosted on **Odoo.sh** or **on-premise**, proceed as follows:
#. Visit the `Barcode Lookup website <https://www.barcodelookup.com/api>`_ and click
:guilabel:`Sign Up for the API`.
#. Choose the appropriate plan based on the number of barcodes you need to scan.
#. Fill in the required details and complete the registration process.
#. Copy the API key.
#. In Odoo, open the Settings app, scroll down to the :guilabel:`Integrations` section, and, under
:guilabel:`Barcode Database`, paste the Barcode Lookup :guilabel:`API Key`.
Use
---
To fill in product information using Barcode Lookup, create a new product and fill in the
:guilabel:`Barcode` field. The product's details are then automatically imported from Barcode
Lookup, updating the following fields: :guilabel:`Name`, :guilabel:`Price`, :guilabel:`Description`,
:guilabel:`Tax`, :guilabel:`Image`, :guilabel:`Weight`, :guilabel:`Attributes`, :guilabel:`Product
category`, and :guilabel:`Volume`. You can then modify any field(s) as needed.
.. seealso::
:ref:`Create new products during internal transfers using the Barcode Lookup database
<barcode/setup/barcodelookup>`.

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@@ -1,14 +1,87 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
:nosearch:
========================
Internet of Things (IoT)
========================
Odoo Internet of Things (IoT) allows to connect physical devices such as barcode scanners, receipt
printers, payment terminals, measurement tools, etc. to an Odoo database using an IoT system.
The following IoT systems are supported:
- :doc:`IoT box <iot/iot_box>`: micro-computer, plug-and-play device (i.e., the Odoo IoT program is
pre-installed);
- :doc:`Windows virtual IoT <iot/windows_iot>`: Odoo IoT program for Windows that can be installed
on a Windows computer.
.. note::
- :abbr:`MRP (Material Requirement Planning)` devices, including cameras and measurement tools,
are not compatible with Windows virtual IoT.
- Multiple IoT systems can be used at the same time.
- It is also possible to create a Windows Virtual Machine on a MacOS/Linux computer. However,
this option is not supported by Odoo, and no troubleshooting assistance will be provided.
.. _iot/iot/iot-subscription:
IoT box subscription
====================
An IoT box subscription is required for production use of IoT systems. If you have issues related
to your subscription, contact the database's account manager or Odoo partner for assistance.
.. tip::
If the subscription is linked to an `Odoo.com <https://www.odoo.com>`_ portal user, check the
information on the portal's subscription page.
.. seealso::
- `Odoo's compatible IoT devices <https://www.odoo.com/app/iot-hardware>`_
- `Odoo Tutorials: Internet of Things (IoT) Tutorials
<https://www.odoo.com/slides/internet-of-things-iot-175>`_
- `IoT system FAQ <https://www.odoo.com/app/iot-faq>`_
.. cards::
.. card:: IoT box
:target: iot/iot_box
:large:
Set up an IoT box.
.. card:: Windows virtual IoT
:target: iot/windows_iot
:large:
Set up Windows virtual IoT.
.. card:: IoT system connection to Odoo
:target: iot/connect
Connect the IoT system to your Odoo database and troubleshoot potential connection issues.
.. card:: Devices
:target: iot/devices
Connect devices such as printers, screens, measurement tools, etc., to the IoT system.
.. card:: HTTPS certificate
:target: iot/iot_advanced/https_certificate_iot
Verify your IoT system and database meet the eligibility requirements for HTTPS certificate
generation and address any related issues.
.. card:: IoT system updates
:target: iot/iot_advanced/updating_iot
Update your IoT system's image, core code, and handlers to benefit from the latest IoT fixes
and features or reset the IoT system if needed.
.. toctree::
:titlesonly:
iot/config
iot/iot_box
iot/windows_iot
iot/connect
iot/iot_advanced
iot/devices

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@@ -1,17 +0,0 @@
:nosearch:
=============
Configuration
=============
.. toctree::
:titlesonly:
:glob:
config/connect
config/pos
config/https_certificate_iot
config/updating_iot
config/troubleshooting
config/windows_iot
config/ssh_connect

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@@ -1,181 +0,0 @@
==========================
Connect an IoT box to Odoo
==========================
An Internet of Things (IoT) box is a micro-computer device that allows for the connection of input
and output devices to an Odoo database. An :abbr:`IoT (Internet of Things)` box subscription is
required in order to use the :abbr:`IoT (Internet of Things)` box with a secured connection. A
computer is also required to set up the :abbr:`IoT (Internet of Things)` box.
.. seealso::
`IoT Box FAQ <https://www.odoo.com/app/iot-faq>`_
Begin the :abbr:`IoT (Internet of Things)` configuration process by :ref:`installing the IoT app
<general/install>` on the Odoo database through the :menuselection:`Apps` application.
.. image:: connect/install-iot-app.png
:align: center
:alt: The Internet of Things (IoT) app on the Odoo database.
Next, after the *IoT app* is installed, navigate to :menuselection:`IoT app --> IoT Boxes`, and then
click on the :guilabel:`Connect` button located in the upper-left corner of the :menuselection:`IoT
Boxes` dashboard.
.. image:: connect/connect-iot.png
:align: center
:alt: Connecting an IoT box to the Odoo database.
There are two recommended ways to connect the :abbr:`IoT (Internet of Things)` box to the database
once the *IoT app* is installed. Follow the steps in either of the next two sections to connect the
:abbr:`IoT (Internet of Things)` box via :ref:`wired ethernet connection <iot_connect/ethernet>` or
via :ref:`WiFi <iot_connect/wifi>`.
.. image:: connect/connect-iot-box.png
:align: center
:alt: Connection steps for a wired connection or WiFi connection.
.. important::
The disk image that the :abbr:`IoT (Internet of Things)` box SD card is formatted with is unique
to the version of the Odoo database that the :abbr:`IoT (Internet of Things)` box is running on.
Ensure that the :abbr:`IoT (Internet of Things)` box is :ref:`flashed <iot/config/flash>` with
the most up-to-date disk image.
.. _iot_connect/ethernet:
Ethernet connection
===================
The following is the process to connect the :abbr:`IoT (Internet of Things)` box via an ethernet
cable to the Odoo database (by way of the ethernet port; RJ-45).
First, connect all wired devices to the :abbr:`IoT (Internet of Things)` box (ethernet, :abbr:`USB
(Universal Serial Bus)` devices, etc.). At minimum, an HDMI screen should be connected. Then, plug
the :abbr:`IoT (Internet of Things)` box into a power source.
Immediately after the unit powers on and boots up, read the *pairing code* from the screen or from
the printout of a receipt printer connected to the :abbr:`IoT (Internet of Things)` box.
.. warning::
By default, the :abbr:`IoT (Internet of Things)` box will display the *pairing code* for a
maximum of 5 minutes after the unit boots up. After 5 minutes, the *pairing code* will disappear
for security purposes and the :abbr:`IoT (Internet of Things)` box will need to be rebooted
manually by unplugging the unit from the power source for ten seconds and re-plugging it back in.
.. note::
If no screen is attached to the :abbr:`IoT (Internet of Things)` box, then the *pairing code* can
be accessed from the :abbr:`IoT (Internet of Things)` box homepage by clicking on the
:guilabel:`POS Display` button. For instructions on how to access the :abbr:`IoT (Internet of
Things)` box homepage visit :ref:`iot_connect/token`.
On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the
:guilabel:`Connect` button located in the upper-left corner of the the :menuselection:`IoT Boxes`
dashboard. Input the *pairing code* in the :guilabel:`Pairing Code` field and click on the
:guilabel:`Pair` button. The database will now link to the :abbr:`IoT (Internet of Things)` box and
it will appear on the :menuselection:`IoT Boxes` page.
.. _iot_connect/wifi:
WiFi connection
===============
The following is the process to connect the :abbr:`IoT (Internet of Things)` box via a WiFi
connection to the Odoo database.
First, ensure there is no ethernet cable plugged into the :abbr:`IoT (Internet of Things)` box.
Then, connect all wired devices to the :abbr:`IoT (Internet of Things)` box (:abbr:`USB (Universal
Serial Bus)` devices, etc.).
After connecting the devices, plug the :abbr:`IoT (Internet of Things)` box into to a power source.
On the computer, navigate to :menuselection:`IoT app --> IoT Boxes`, and then click on the
:guilabel:`Connect` button located in the upper-left corner of the the :menuselection:`IoT Boxes`
dashboard. Then copy the :guilabel:`Token` from the :guilabel:`WiFi connection` section as this will
later be used to link the Odoo database to the :abbr:`IoT (Internet of Things)` box.
Back on the computer, navigate to the available WiFi networks and connect to the :abbr:`IoT
(Internet of Things)` box WiFi network. The WiFi network dispersed by the :abbr:`IoT (Internet of
Things)` box will start with `IoTBox-xxxxxxxxxx`.
.. image:: connect/connect-iot-wifi.png
:align: center
:alt: WiFi networks available on the computer.
Upon connecting to the :abbr:`IoT (Internet of Things)` box WiFi, a browser will automatically
redirect to the :menuselection:`Configure Iot Box` wizard. Name the :abbr:`IoT (Internet of Things)`
box, then paste the previously copied *token* into the :guilabel:`Server Token` field, and then
click on :guilabel:`Next`.
.. image:: connect/server-token.png
:align: center
:alt: Enter the server token into the IoT box.
.. note::
If the :abbr:`IoT (Internet of Things)` box WiFi connection wizard doesn't start, then see the
documentation on :ref:`connecting with a token <iot_connect/token>`.
Now, choose the WiFi network that the :abbr:`IoT (Internet of Things)` box will connect with (enter
the password if there is one) and click on :guilabel:`Connect`. Wait a few seconds and the browser
will redirect to the :abbr:`IoT (Internet of Things)` box homepage. The computer may need to be
manually re-connected back to the original WiFi connection, if this does not happen automatically.
.. image:: connect/configure-wifi-network-iot.png
:align: center
:alt: Configuring the WiFi for the IoT box.
After completing each step, the :abbr:`IoT (Internet of Things)` box should appear when navigating
to :menuselection:`IoT app --> IoT Boxes` on the Odoo database.
.. image:: connect/iot-box-connected.png
:align: center
:alt: The IoT box has been successfully configured on the Odoo database.
.. important::
The :abbr:`IoT (Internet of Things)` box may need to be manually rebooted upon successfully
connecting via WiFi for the box to appear in the *IoT app* on the Odoo database. To do so, simply
unplug the device and plug it back into the power source after ten seconds.
.. _iot_connect/token:
Manually connecting the IoT box using the token
===============================================
A manual connection of the :abbr:`IoT (Internet of Things)` box to the :abbr:`IoT (Internet of
Things)` app can be made using the *token*, from a computer. The *token* can be found by navigating
to :menuselection:`IoT app --> IoT Boxes` and clicking on :guilabel:`Connect`.
Under the :guilabel:`WiFi Connection` section of the :guilabel:`Connect an IoT Box` page that
appears, click :guilabel:`Copy` to the right of the :guilabel:`Token`. This token will be entered
into the :abbr:`IoT (Internet of Things)` box homepage.
Access the :abbr:`IoT (Internet of Things)` box homepage by entering the :abbr:`IP (Internet
Protocol)` address of the :abbr:`IoT (Internet of Things)` box into a browser window from a computer
on the same network as the :abbr:`IoT (Internet of Things)` box (preferably by ethernet connection).
.. note::
The :abbr:`IP (Internet Protocol)` address can be accessed by the router admin console that the
:abbr:`IoT (Internet of Things)` box is connected to, or by connecting a receipt printer to the
:abbr:`IoT (Internet of Things)` box. A receipt will print out with the :abbr:`IoT (Internet of
Things)` box's :abbr:`IP (Internet Protocol)` address on it.
On the :abbr:`IoT (Internet of Things)` box homepage, enter the *token* under the :guilabel:`Server`
section by clicking on :guilabel:`Configure`. Then, paste the *token* into the :guilabel:`Server
Token` field and click :guilabel:`Connect`. The :abbr:`IoT (Internet of Things)` box will then link
to the Odoo database.
.. _iot/connect_schema:
IoT box schema
==============
Raspberry Pi 4
--------------
.. figure:: connect/iot-box-schema.png
The Odoo IoT box (Raspberry Pi 4) schema with labels.
Raspberry Pi 3
--------------
.. figure:: connect/iox-box-schema-3.png
The Odoo IoT box (Raspberry Pi 3) schema with labels.

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

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=========================
Use an IoT box with a PoS
=========================
Prerequisites
=============
Before starting, make sure the following equipment is available:
- An :abbr:`IoT (Internet of Things)` box, with its power adapter.
- A computer or tablet with an up-to-date web browser.
- Odoo Online or an Odoo instance with the *Point of Sale* and *IoT* applications installed.
- A local network set up with :abbr:`DHCP (Dynamic Host Configuration Protocol)` (this is the
default setting).
- An RJ45 Ethernet Cable (optional, but preferred over WiFi, which is already built in).
- Any of the supported hardware (receipt printer, barcode scanner, cash drawer, payment terminal,
scale, customer display, etc.). The list of supported hardware can be found on the `POS Hardware
page <https://www.odoo.com/page/point-of-sale-hardware>`_.
Setup
=====
.. figure:: pos/pos-connections.png
A suggested configuration for a point of sale system.
To connect hardware to the :abbr:`PoS (Point of Sale)`, the first step is to connect an :abbr:`IoT
(Internet of Things)` box to the database. To do this, follow these instructions: :doc:`Connect an
Internet of Things (IoT) box to the Odoo database <connect>`.
Then, connect the peripheral devices to the :abbr:`IoT (Internet of Things)` box.
.. list-table::
:header-rows: 1
:stub-columns: 1
* - Device Name
- Instructions
* - Printer
- Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or
to the network, and power it on. Refer to
:doc:`/applications/sales/point_of_sale/restaurant/kitchen_printing`.
* - Cash drawer
- The cash drawer should be connected to the printer with an RJ25 cable.
* - Barcode scanner
- In order for the barcode scanner to be compatible it must end barcodes with an `ENTER`
character (keycode 28). This is most likely the default configuration of the barcode scanner.
* - Scale
- Connect the scale and power it on. Refer to
:doc:`../devices/scale`.
* - Customer display
- Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS (Point
of Sale)` order. Refer to :doc:`../devices/screen`.
* - Payment terminal
- The connection process depends on the terminal. Refer to the :doc:`payment terminals
documentation </applications/sales/point_of_sale/payment_methods>`.
Once this is completed, connect the :abbr:`IoT (Internet of Things)` box to the :menuselection:`PoS`
application. To do this, go to :menuselection:`Point of Sale --> Configuration --> PoS`, tick the
:guilabel:`IoT Box` option, and select the devices to be used in this :abbr:`PoS (Point of Sale)`.
:guilabel:`Save` the the changes.
.. image:: pos/iot-connected-devices.png
:align: center
:alt: Configuring the connected devices in the POS application.
Once set up is done, a new :abbr:`PoS (Point of Sale)` session can be launched.

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==========================
Connect an IoT box via SSH
==========================
.. |iot| replace:: :abbr:`IoT (Internet of Things)`
.. |SSH| replace:: :abbr:`SSH (secure shell protocol)`
To provide an |SSH| connection to an Internet of Things (IoT) box, a password needs to be generated.
.. warning::
This feature should **only** be utilized with trusted parties, as it provides administrative
access to the |iot| box, which can create security issues.
Managing an |SSH| connection is **not** covered under the standard scope of Odoo support. Visit
the `Odoo Support <https://www.odoo.com/help>`_ page for additional information about what is
covered.
First, navigate to the :menuselection:`IoT app --> IoT Boxes`. Click on the IP address of the
appropriate |iot| box.
.. note::
If the desired |iot| box does not appear, see :doc:`troubleshooting` for additional steps.
At the bottom of the |iot| box pop-up window, click :guilabel:`Remote Debug`. This opens the
:guilabel:`Remote Debugging` pop-up window.
.. image:: ssh_connect/ssh-generate-password.png
:align: center
:alt: The Remote Debugging password generation window.
Click :guilabel:`Generate password`.
.. warning::
After the password has been generated from the :guilabel:`Remote Debugging` pop-up window, the
information **must** be recorded immediately. Once this window is closed, there is no current
method for looking up this information.
Enter the :guilabel:`Authentication Token` provided by the user attempting to connect to the |iot|
box.
Click :guilabel:`Enable Remote Debugging`.
.. seealso::
- :doc:`connect`
- :doc:`troubleshooting`
- :doc:`updating_iot`

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===============
Troubleshooting
===============
IoT box connection
==================
Unable to locate the pairing code to connect the IoT box
--------------------------------------------------------
The pairing code should be printed on receipt printers connected to the :abbr:`IoT (Internet of
Things)` box and should also be displayed on connected monitors.
The pairing code does not show under the following circumstances:
- The :abbr:`IoT (Internet of Things)` box is already connected to an Odoo database.
- The :abbr:`IoT (Internet of Things)` box is not connected to the Internet.
- The code is only valid for 5 minutes after the :abbr:`IoT (Internet of Things)` box has started.
It is automatically removed from connected displays when this time has expired.
- The version of the :abbr:`IoT (Internet of Things)` box image is too old. If the :abbr:`IoT
(Internet of Things)` box image is from an earlier version, then the SD card of the :abbr:`IoT
(Internet of Things)` box needs to be re-flashed to update the image (see :ref:`Flashing the SD
Card <iot/config/flash>`).
If none of the cases listed above correct the issue, then make sure the :abbr:`IoT (Internet of
Things)` box has correctly started, by checking that a fixed green LED is showing next to the power
port.
IoT box is connected but it is not showing in the database
----------------------------------------------------------
When an :abbr:`IoT (Internet of Things)` box connects to a database, it may restart. If so, it can
take up to five minutes before appearing in the database. If the :abbr:`IoT (Internet of Things)`
box is still not showing after five minutes, make sure that the :abbr:`IoT (Internet of Things)` box
can reach the database and that the server does not use a multi-database environment.
To access the database from the :abbr:`IoT (Internet of Things)` box, open a browser and type in the
database address.
The IoT box is connected to the Odoo database, but cannot be reached
--------------------------------------------------------------------
Make sure that the :abbr:`IoT (Internet of Things)` box and the computer running the browser are
located on the same network, as the :abbr:`IoT (Internet of Things)` box cannot be reached from
outside the local network.
The HTTPS certificate does not generate
---------------------------------------
In order to generate a :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate, an IoT box
subscription is required for the :abbr:`IoT (Internet of Things)` box. Connecting the :abbr:`IoT
(Internet of Things)` box prior to configuring an :abbr:`IoT (Internet of Things)` subscription for
the database and :abbr:`IoT (Internet of Things)` box with the Account Manager will result in an
unsecured connection.
In addition, a firewall can also prevent the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)`
certificate from generating correctly. In this case, deactivate the firewall until the certificate
is successfully generated. It should also be noted that certain devices, such as a router that has
a built-in firewall, can prevent the :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` certificate
from generating.
.. seealso::
:doc:`HTTPS certificate (IoT) <https_certificate_iot>`
Printer
=======
The printer is not detected
---------------------------
If a printer does not appear in the devices list, go to the :abbr:`IoT (Internet of Things)` box
homepage and make sure that it is listed under :guilabel:`Printers`.
.. image:: troubleshooting/printer-status.png
:align: center
:alt: The IoT box Home Page landing page.
If the printer is not present on the :abbr:`IoT (Internet of Things)` box homepage, click
:guilabel:`Printers Server`, go to the :guilabel:`Administration` tab and click on :guilabel:`Add
Printer`. If the printer is not present in the list, it is likely not connected properly.
The printer outputs random text
-------------------------------
For most printers, the correct driver should be automatically detected and selected. However, in
some cases, the automatic detection mechanism might not be enough, and if no driver is found, the
printer might print random characters.
The solution is to manually select the corresponding driver. On the :abbr:`IoT (Internet of Things)`
box homepage, click on :guilabel:`Printers Server`, go to the :guilabel:`Printers` tab and select
the printer in the list. In the :guilabel:`Administration` drop-down menu, click on
:guilabel:`Modify Printer`. Follow the steps and select the *make* and *model* corresponding to the
printer.
.. image:: troubleshooting/modify-printer.png
:align: center
:alt: Edit the printer connected to the IoT box.
.. note::
Epson receipt printers and Zebra label printers do not need a driver to work. Make sure that no
driver is selected for those printers.
The printer is detected but is not recognized correctly
-------------------------------------------------------
If the printer is not recognized correctly by Odoo and the :abbr:`IoT (Internet of Things)` box, go
to the form view of the device (:menuselection:`IoT App --> Devices -->Printer Device`) and change
the subtype. The three options available are: :guilabel:`Receipt Printer`, :guilabel:`Label
Printer`, and :guilabel:`Office Printer`.
.. image:: troubleshooting/sub-type.png
:align: center
:alt: Sub-type selection in a printer IoT device.
Epson configuration special case
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Most Epson printers support printing receipts in Odoo :abbr:`POS (Point of Sale)` using the `GS v 0`
command. However, the following Epson printer models do not support this command:
- TM-U220
- TM-U230
- TM-P60
- TMP-P60II
Bypass this issue by configuring the printer to use the `ESC *` command instead.
Process to force ESC * command
******************************
Epson printer compatibility
^^^^^^^^^^^^^^^^^^^^^^^^^^^
The first step is to check whether the printer is incompatible with `GS v 0` command.
.. seealso::
- `Epson GS v 0 documentation <https://reference.epson-biz.com/modules/ref_escpos/index.php?
content_id=94>`_ for `GS v 0` compatible printers.
- `Epson ESC * documentation <https://reference.epson-biz.com/modules/ref_escpos/index.php
?content_id=88>`_ for `ESC *` compatible printers.
If the printer is not compatible with the `ESC *` command then the following process is not
possible. Should the printer be compatible to use the `ESC *` command to print, follow this process
to configure the printer with the :abbr:`IoT (Internet of Things)` box.
IoT box configuration for ESC *
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To configure the :abbr:`IoT (Internet of Things)` box to use the `ESC *` command to print, go to the
:abbr:`IoT (Internet of Things)` box homepage by navigating to :menuselection:`IoT app --> IoT
Boxes`. Then click on the :guilabel:`IP address` and this will direct to the :abbr:`IoT (Internet of
Things)` box homepage.
**Choosing the printer**
Now click on the :guilabel:`Printers server` button. This will redirect the browser to the *CUPS*
page. Next, go to :menuselection:`Administration --> Printers --> Add Printer`, choose the printer
that should be modified, and then click :guilabel:`Continue`.
.. tip::
If the name of the printer is still uncertain, take the following steps:
#. Take note of the listed printers on the *CUPS* page.
#. Turn the printer off and refresh the page.
#. Now compare the difference with the first list to see which printer disappeared.
#. Turn the printer back on and refresh the page again.
#. Double-check the list again to see if the printer re-appears.
#. The printer that disappeared and reappears again on the listed printers is the name of the
printer in question.
.. note::
This can be :guilabel:`Unknown` under :guilabel:`Local printers`.
**CUPS naming convention**
`CUPS` will prompt the administrator for three pieces of information: the :guilabel:`Name`,
:guilabel:`Description` and the :guilabel:`Location`. The last two pieces of information do not need
to be specific, however, the :guilabel:`Name` should follow a particular convention to work with the
`ESC *` command.
The :guilabel:`Name` should match this convention:
`<printer_name>__IMC_<param_1>_<param_2>_..._<param_n>__`
A breakdown of the naming convention:
- `printer_name`: This is the printer name. It can be any character as long as it does not contain
`_`, `/`, `#`, or ` ` (space character).
- `IMC`: This stands for *Image Mode Column* (the simplified name for `ESC *`).
- `param_1`: This stands for the specific parameter:
- `SCALE<X>`: Scale of the picture (with the same aspect ratio). `X` should be an integer
describing the scale percentage that should be used.
.. example::
`100` is the original size, `50` is half the size, `200` is twice the size.
- `LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not specified).
- `LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if not specified).
.. note::
*Density* parameters might need to be configured in a particular way depending on the printer
model.
.. seealso::
Visit `Epson's ESC * documentation
<https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=88>`_ and click on the
printer model printer in the table above to see if the printer should set these parameters.
.. example::
The following are examples of proper and improper name formatting:
Proper name formatting:
- `EPSONTMm30II__IMC__`
- `EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`
Improper name formatting (this will not prevent printing, but the result might not have the
expected printed output):
- `EPSON TMm 30II` -> The name cannot have spaces.
- `EPSONTMm30II` -> The name itself is correct, but it will not use `ESC *`.
- `EPSONTMm30II__IMC` -> This name is missing the end `__`.
- `EPSONTMm30II__IMC_XDV__` -> The parameter `XDV` does not match any existing parameters.
- `EPSONTMm30II__IMC_SCALE__` -> The parameter `SCALE` is missing the scale value.
**Finish adding a printer**
After setting the name of the printer with the appropriate naming convention, click
:guilabel:`Continue`. Next, set the :guilabel:`Make` value to :guilabel:`Raw` and for the
:guilabel:`Model` value, set this to :guilabel:`Raw Queue (en)`.
After completing these steps, click :guilabel:`Add Printer`. If everything was done correctly, the
page should redirect to the *Banners* page.
At this point the printer should have been created, now the :abbr:`IoT (Internet of Things)` box
just needs to detect it and then sync to Odoo's server (this could take a few minutes).
**Adding the printer to Odoo PoS**
Once the printer is visible on the Odoo database, do not forget to choose it in the :abbr:`PoS
(Point of Sale)`configuration as the :abbr:`IoT (Internet of Things)` printer. Navigate to
:menuselection:`Pos App --> Settings --> Connected Devices --> IoT Box --> Receipt Printer -->
Save`.
.. note::
If the printer was set up incorrectly (it is still printing random text or the printed receipt is
too big or small), then it cannot be modified via the printer name with *CUPS*. Instead, the
above process can be repeated to set up another printer from scratch to create one with modified
parameters.
**Example setup of the Epson TM-U220B printer using ESC**
.. spoiler::
Click this text to reveal the example
The following is an example of the troubleshooting process for a TM-U220B printer model using the
`ESC *` command. The receipt pictured below is an example of a receipt that is printing correctly
due to proper formatting (in theory):
.. image:: troubleshooting/receipt-example.png
:align: center
:alt: Properly formatted receipt picture from a demo database.
Trying to print this receipt right-away prior to the proper formatting will not work as the
TM-U220B printer model does not support `GS v 0`. Instead random characters will print:
.. image:: troubleshooting/receipt-print-random-letters.png
:align: center
:alt: Printer paper with seemingly random characters.
To properly configure formatting for the Epson TM-U220B printer model take the following steps.
After consulting Epson's website for compatibility for both of the commands: `GS v 0
<https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=94>`_ and `ESC *
<https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=88>`_, it can be seen
that indeed the TM-U220B is not compatible with `GS v 0`, but is compatible with `ESC *`.
.. image:: troubleshooting/epson-compatibility-compare.png
:align: center
:alt: Epson compatibility evaluation from Epson website.
When adding the printer, *CUPS* will ask which printer should be added:
.. image:: troubleshooting/add-printer.png
:align: center
:alt: Administration menu, add printer selection.
In this case, the printer is connected via :abbr:`USB (Universal Serial Bus)` so it won' be part
of the :guilabel:`Discovered Network Printers`. Instead it is likely part of the
:guilabel:`Unknown` selection under :guilabel:`Local Printers`. By unplugging the printer's
:abbr:`USB (Universal Serial Bus)` cable from the :abbr:`IoT (Internet of Things)` box and
refreshing the page, the :guilabel:`Unknown` printer disappears. By plugging it back in, the
printer reappears, so it can be said that this is the printer in question.
For the naming convention, since it needs to print using the `ESC *` command, it is imperative to
add `__IMC`. Reference the printer model on `Epson's ESC * site
<https://reference.epson-biz.com/modules/ref_escpos/index.php?content_id=88>`_ to find out more
about the *density* parameters.
.. image:: troubleshooting/epson-tm-u220-specification.png
:align: center
:alt: Epson TM-U220 specifications on manufacturer's website.
For this particular model, TM-U220, `m` should be equal to 0 or 1. While referencing the
:guilabel:`Description` below the pink box in the above picture, the `m` values could be 0, 1, 32
or 33. So in this printers case, the `m` value can NOT be 32 or 33 (otherwise there will be
random characters printed).
The table includes the numeric values: 32 and 33, they both occur if the :guilabel:`Number of
bits for vertical data` is set to 24. This means that is a *High Vertical Density*. In the case
of configuring the Epson TM-U220, the *Low Vertical Density* will need to be forced, as this
printer model does not support *High Vertical Density* for this command `ESC *`.
To add a *Low Vertical Density*, add the `LDV` parameter to the naming convention.
.. image:: troubleshooting/add-printer-filled.png
:align: center
:alt: Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention.
Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value to :guilabel:`Raw`
and for the :guilabel:`Model` value, set this to :guilabel:`Raw Queue (en)`.
.. image:: troubleshooting/add-printer-add.png
:align: center
:alt: Epson TM-U220 specifications on manufacturers website.
However, when trying to print with the naming convention: `EpsonTMU220B__IMC_LDV__`, it prints
the receipt, but it is too big and outside the margin. To resolve this, add a new printer (and
naming convention) with the `SCALE<X>` parameter to adapt to our receipt size.
Here are some examples:
.. list-table::
:header-rows: 1
* - Printer Naming Convention
- `EpsonTMU220B__IMC_LDV__`
- `EpsonTMU220B__IMC_LDV_SCALE75__`
- `EpsonTMU220B__IMC_LDV_LDH__`
- `EpsonTMU220B__IMC_LDV_LDH_SCALE35__`
* - .. image:: troubleshooting/receipt-example.png
:align: center
:alt: Receipt example format.
- .. image:: troubleshooting/tm-u220-ldv.png
:align: center
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV__.
- .. image:: troubleshooting/tm-u220-ldv-scale75.png
:align: center
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__.
- .. image:: troubleshooting/tm-u220-ldv-hdv.png
:align: center
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__.
- .. image:: troubleshooting/tm-u220-ldv-hdv-scale35.png
:align: center
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__.
DYMO LabelWriter print issue
----------------------------
The DYMO LabelWriter has a known issue in printing with the :abbr:`IoT (Internet of Things)` box.
The OpenPrinting CUPS server installs the printer using :guilabel:`Local RAW Printer` drivers. In
order to print anything, the correct :guilabel:`Make and Model` needs to be set, so the correct
driver is referenced when using the device.
Additionally, a new printer needs to be added to reduce a print delay that occurs after updating the
driver.
.. important::
The DYMO LabelWriter 450 DUO printer is the recommended DYMO printer for use with Odoo and the
:abbr:`IoT (Internet of Things)` box. It **must** already be connected to, and recognized on, the
:abbr:`IoT (Internet of Things)` box.
The DYMO LabelWriter 450 DUO printer contains two printers in one: a label printer and a tape
printer. Choosing the correct model (either DYMO LabelWriter 450 DUO Label (en) or DYMO
LabelWriter 450 DUO Tape (en)) is crucial when configuring the following processes.
To keep things consistent, both of the following processes detail the configuration for the DYMO
LabelWriter 450 DUO Label (en) model. Change the model when needed.
.. _troubleshooting/dymo/update_drivers:
DYMO LabelWriter not printing
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In the case where the DYMO LabelWriter is not printing anything, a new driver needs to be installed.
First, open the OpenPrinting CUPS console by clicking :menuselection:`Printers server` at the bottom
of the :abbr:`IoT (Internet of Things)` box homepage. Next, click on :menuselection:`Printers` in
the top menu. Click into the printer in question, and select :guilabel:`Maintenance` in the first
drop-down menu. Then, select :guilabel:`Modify Printer` in the second drop-down menu.
.. image:: troubleshooting/main-modify.png
:align: center
:alt: Modify the make and model of the DYMO LabelWriter. Maintenance and Modify drop-down menus
highlighted.
Next, select the specific network connection/printer that the modification should be made on. Click
:guilabel:`Continue`.
.. image:: troubleshooting/modify-select-printer.png
:align: center
:alt: Printer selection screen with Continue highlighted.
On the next page, click :guilabel:`Continue` to proceed to set the :guilabel:`Make` of the printer.
.. image:: troubleshooting/modify-printer-dymo.png
:align: center
:alt: Printer modification screen with Continue highlighted.
Under :guilabel:`Make` select :guilabel:`DYMO` from the menu. Click on :guilabel:`Continue` to set
the :guilabel:`Model`.
.. image:: troubleshooting/setting-make.png
:align: center
:alt: Setting the make page, with DYMO and continue highlighted.
On the following page, set the :guilabel:`Model` to :guilabel:`DYMO LabelWriter 450 DUO Label (en)`
(or whichever DYMO printer model is being used). Click on :guilabel:`Modify Printer` to complete
setting the new driver, a confirmation page will appear.
.. image:: troubleshooting/setting-model.png
:align: center
:alt: Setting the printer model page with DYMO LabelWriter 450 DUO Label (en) highlighted.
After being redirected to a confirmation page, acknowledging a successful update, click on the
:menuselection:`Printers` button in the top menu.
All the printers installed on the OpenPrinting CUPS server appear, including the newly updated:
:guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used). Click
into the printer that was just updated.
To print a test label, click on the :guilabel:`Maintenance` drop-down menu to the left of the
:guilabel:`Administration` drop-down menu, and select :guilabel:`Print Test Page`. The test label
will print out with a ten-second delay if the driver update was successful.
.. image:: troubleshooting/print-test.png
:align: center
:alt: Printing a test page from the administration drop-down menu in the OpenPrinting CUPs
server.
To reduce this delay a new printer will need to be added, follow the process below.
DYMO LabelWriter print delay
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To resolve the delay issue after modifying the driver, the printer **must** be reinstalled. To
reinstall the printer, open the OpenPrinting CUPS administration page by clicking
:menuselection:`Printers server`, at the bottom of the :abbr:`IoT (Internet of Things)` box
homepage. Then, click on :menuselection:`Administration` in the top menu, then click :guilabel:`Add
a Printer`.
.. tip::
If the DYMO LabelWriter 450 DUO printer is not printing at all, or is not recognizable (has a RAW
driver type), then update the drivers on the device. See
:ref:`troubleshooting/dymo/update_drivers`.
.. image:: troubleshooting/add-printer-dymo.png
:align: center
:alt: Add a printer button highlighted on the Printer CUPS management page.
On the next screen, in the :guilabel:`Local Printers` section, select the :guilabel:`DYMO
LabelWriter 450 DUO Label (DYMO LabelWriter 450 DUO Label)` (or whichever DYMO printer model is
being used) pre-installed printer. Click :guilabel:`Continue`.
.. image:: troubleshooting/local-printer.png
:align: center
:alt: Add a printer screen on OpenPrinting CUPS with DYMO LabelWriter 450 DUO Label highlighted.
On the following screen, modify the :guilabel:`Name` to something recognizable, as the original
printer will still be present. Click :guilabel:`Continue` to be taken to the next screen.
.. image:: troubleshooting/rename-printer.png
:align: center
:alt: Rename printer page in the 'Add a Printer' flow, with the name field highlighted.
Next, choose the :guilabel:`Model`. Select :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or
whichever DYMO printer model is being used), and finally, click :guilabel:`Add Printer` to complete
the installation.
.. image:: troubleshooting/choose-printer.png
:align: center
:alt: Choose model screen on the OpenPrinting CUPS console with model and add a printer
highlighted.
After being redirected to a confirmation page, acknowledging a successful installation, click on the
:menuselection:`Printers` button in the top menu.
All the printers installed on the OpenPrinting CUPS server appear, including the newly installed:
:guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used). Click
into the printer that was just installed.
.. image:: troubleshooting/printer-page.png
:align: center
:alt: Printer page with newly installed printer highlighted.
To print a test label, click on the :guilabel:`Maintenance` drop-down menu to the left of the
:guilabel:`Administration` drop-down menu, and select :guilabel:`Print Test Page`. The test label
should print out immediately (one-to-two seconds delay).
.. image:: troubleshooting/print-test.png
:align: center
:alt: Printing a test page from the administration drop-down menu in the OpenPrinting CUPs
server.
The Zebra printer does not print anything
-----------------------------------------
Zebra printers are quite sensitive to the format of the Zebra Programming Language (ZPL) code that
is printed. If nothing comes out of the printer or blank labels are printed, try changing the format
of the report that is sent to the printer by accessing :menuselection:`Settings --> Technical -->
User Interface --> Views` in :ref:`developer mode <developer-mode>` and look for the corresponding
template.
.. seealso::
Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming Language)` files `here
<https://supportcommunity.zebra.com/s/article/Print-a-zpl-file-using-the-Generic-Text-Printer>`_.
Barcode scanner
===============
The characters read by the barcode scanner do not match the barcode
-------------------------------------------------------------------
By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner
uses a different layout, go to the form view of the device (:menuselection:`IoT App --> Devices -->
Barcode Device`) and select the correct format.
Nothing happens when a barcode is scanned
-----------------------------------------
Make sure that the correct device is selected in the :menuselection:`Point of Sale` configuration
and that the barcode is configured to send an `ENTER` character (keycode 28) at the end of every
barcode. To do so, navigate to :menuselection:`PoS app --> 3-Dot Menu on the PoS --> IoT Box section
--> Edit`.
The barcode scanner is detected as a keyboard
---------------------------------------------
.. important::
Some barcode scanners do not advertise themselves as barcode scanners but as a USB keyboard
instead, and will not be recognized by the :abbr:`IoT (Internet of Things)` box.
The device type can be manually changed by going to its form view (:menuselection:`IoT App -->
Devices --> Barcode Device`) and activating the :guilabel:`Is scanner` option.
.. image:: troubleshooting/barcode-scanner-settings.png
:align: center
:alt: Modifying the form view of the barcode scanner.
Barcode scanner processes barcode characters individually
---------------------------------------------------------
When accessing the mobile version of Odoo from a mobile device, or tablet, paired with a barcode
scanner, via the :abbr:`IoT (Internet of Things)` box, the scanner may process each barcode
character as an individual scan. In this case, the *Keyboard Layout* option **must** be filled out
with the appropriate language of the barcode scanner on the *Barcode Scanner* form page.
.. tip::
Access the barcode scanner form page by navigating to :menuselection:`IoT App --> Devices -->
Barcode Scanner`.
.. image:: troubleshooting/keyboard-layout.png
:align: center
:alt: Barcode scanner form page, with keyboard layout option highlighted.
The :guilabel:`Keyboard Layout` is language based, and the options available vary, depending on the
device and the language of the database. For example: :guilabel:`English (UK)`, :guilabel:`English
(US)`, etc.
Cash drawer
===========
The cash drawer does not open
-----------------------------
The cash drawer should be connected to the printer and the :guilabel:`Cash drawer` checkbox should
be ticked in the :abbr:`PoS (Point of Sale)` configuration. To do so, navigate to
:menuselection:`POS app --> 3-Dot Menu on the POS --> IoT Box section --> Edit --> Receipt Printer
--> Cashdrawer checkbox`.
Scale
=====
Scales play a crucial role in the checkout process, especially for products sold by weight, rather
than fixed pricing.
Set up Ariva S scales
---------------------
Odoo has determined that a specific setting in Ariva S series scales (manufactured by
Mettler-Toledo, LLC.) needs modification, and a dedicated Mettler :abbr:`USB (Universal Serial
Bus)`-to-proprietary RJ45 cable is required for the scale to function with Odoo's :abbr:`IoT
(Internet of Things)` box.
To correctly configure the scale for recognition by the :abbr:`IoT (Internet of Things)` box, follow
this setup process for the Ariva S series scales.
.. important::
It is crucial to use the official Mettler :abbr:`USB (Universal Serial Bus)`-to-RJ45 cable during
this process.
Cable
~~~~~
The Mettler part number is 72256236 - :abbr:`USB (Universal Serial Bus)`-to-:abbr:`POS (Point of
Sale)` cable. Contact Mettler, or a partner, to purchase an authentic cable. Note that **no other**
cable outside of this Mettler cable works for this configuration. Using a serial-only cable attached
to a serial-to-:abbr:`USB (Universal Serial Bus)` adapter is **not** effective.
.. image:: troubleshooting/cable-mettler.png
:align: center
:alt: Authentic Mettler USB to POS cable, part number 72256236.
Setup
~~~~~
Refer to Mettler's Setup Guide for Ariva S series scales during the following configuration: `Ariva
Checkout Scale User's Guide <https://www.mt.com/dam/RET_DOCS/Ariv.pdf>`_.
To begin, go to page 17 in the above manual for *Setup*. This guide lists potential settings for the
Ariva S series scales.
Follow the instructions, along with the following process, to set the scale to setup mode. First,
hold the **>T<** button for eight seconds, or until :guilabel:`CONF` appears.
Next, press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to confirm.
Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB Virtual COM ports). Press
**>T<** to cycle through the options under group 3.1.
Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the selection. Continue to
press **>0<** until :guilabel:`GRP 4` appears.
Now, press **>T<** until :guilabel:`EXIT` appears.
.. important::
Do **not** make any other changes unless otherwise needed.
Once :guilabel:`EXIT` appears, press **>0<**. Following this, press **>0<** again to
:guilabel:`SAVE`. Now the scale restarts.
Finally, restart the :abbr:`IoT (Internet of Things)` box to recognize the changes made on the
scale's configuration. After restarting, the scale appears as `Toledo 8217`, as opposed to the
previous display, where it appeared as `Adam Equipment Serial`.

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==============
Updating (IoT)
==============
Due to the complexity of the :abbr:`IoT (Internet of Things)` box, and virtual Windows :abbr:`IoT
(Internet of Things)` box, the term 'updating' can mean several different things.
The actual drivers can be updated, the core code on the :abbr:`IoT (Internet of Things)` box can be
updated, or a new image can be flashed (using a physical :abbr:`IoT (Internet of Things)` box).
This document explores the various ways to update :abbr:`IoT (Internet of Things)` boxes to ensure
smooth operation of :abbr:`IoT (Internet of Things)` box processes and devices.
.. _iot/config/flash:
Flashing the SD card on IoT box
===============================
.. important::
This update does **not** apply to the Windows :abbr:`IoT (Internet of Things)` box (Odoo 16 and
higher).
To update the Windows :abbr:`IoT (Internet of Things)`, first, uninstall the previous version of
the Odoo Windows program, and then reinstall it using the most up-to-date installation package.
To begin the installation, navigate to the Odoo 16 (or higher) installation package for
Enterprise or Community - Windows edition, at `Odoo's download page
<https://odoo.com/download>`_.
In some circumstances, the :abbr:`IoT (Internet of Things)` box's micro SD Card may need to be
re-flashed with *Etcher* software to benefit from Odoo's latest :abbr:`IoT (Internet of Things)`
image update. This means the Odoo :abbr:`IoT (Internet of Things)` box software may need to be
updated in instances of a new :abbr:`IoT (Internet of Things)` box, or when a handler's update, or
an update from the :abbr:`IoT (Internet of Things)` box home page, does not resolve issues.
.. note::
- It is often necessary to re-flash the :abbr:`IoT (Internet of Things)` box's image after
upgrading the Odoo database to a new version.
- A computer with a micro SD card reader/adapter is **required** to re-flash the micro SD card.
First, begin by downloading `Etcher <https://www.balena.io/etcher#download-etcher>`_. It is a free,
open-source utility, used for burning image files onto drives. After the download completes, install
and launch the program on the computer.
Then, download the latest :abbr:`IoT (Internet of Things)` image from `nightly
<http://nightly.odoo.com/master/iotbox>`_, which will be labeled as `iotbox-latest.zip`. This
particular image is compatible with *all* supported versions of Odoo.
After this step is complete, insert the :abbr:`IoT (Internet of Things)` box's micro SD card into
the computer or reader. Open *Etcher*, and select :guilabel:`Flash from file`, then find and select
the `iotbox-latest.zip` image and extract it. Next, select the drive the image should be burned to.
Lastly, click :guilabel:`Flash`, and wait for the process to finish.
.. image:: updating_iot/etcher-app.png
:align: center
:alt: Balena's Etcher software dashboard.
.. tip::
Balena's *Etcher* software also allows for the administrator to flash the :abbr:`SD (Secure
Digital)` card from a :abbr:`URL (Uniform Resource Locator)`. To flash from a :abbr:`URL (Uniform
Resource Locator)`, simply click :guilabel:`Flash from URL`, instead of :guilabel:`Flash from
file`.
Then, enter the following: `http://nightly.odoo.com/master/iotbox/iotbox-latest.zip`.
.. image:: updating_iot/url-flash.png
:align: center
:alt: A view of Balena's Etcher software, with the flash from URL option highlighted.
.. note::
An alternative software for flashing the micro SD card is `Raspberry Pi Imager
<https://www.raspberrypi.com/software/>`_.
Windows IoT update
==================
Windows virtual :abbr:`IoT (Internet of Things)` box may occasionally need an update to work
properly.
The following processes cover the :ref:`uninstallation <iot/config/uninstall-windows-iot>` and
:ref:`re-installation <iot/config/re-install-windows-iot>` of the Windows virtual :abbr:`IoT
(Internet of Things)` box.
.. _iot/config/uninstall-windows-iot:
Uninstalling Windows IoT
------------------------
Prior to upgrading the Windows virtual :abbr:`IoT (Internet of Things)` box, the previous version
should be uninstalled first.
.. important::
Before uninstalling a previous version of the Windows virtual :abbr:`IoT (Internet of Things)`
box, ensure that there is a newer version of Windows virtual :abbr:`IoT (Internet of Things)` box
available, compared to the version currently installed. To do so, navigate to the `Odoo Nightly
builds <https://nightly.odoo.com/>`_ page.
On the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds (stable version)
--> windows/` to view the date next to the :file:`odoo_(version).latest.exe` file; where
*(version)* is equal to the version of Odoo (e.g. 16.0, 17.0). The latest version of the Windows
virtual :abbr:`IoT (Internet of Things)` box can be downloaded by selecting this file, or it is
always available at the `Odoo Download <https://odoo.com/download/>`_ page.
Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows
program manager.
On any version of Windows, search for `program` to open the :menuselection:`Programs --> Programs
and Features` section of the :guilabel:`Control Panel`. Then, select :guilabel:`Uninstall or change
a program`. Next, search for `Odoo`, and click the :guilabel:`... (three dot)` menu on the
:guilabel:`Odoo.exe` program to uninstall.
Confirm the uninstallation, and follow the steps to uninstall through the Odoo uninstall wizard.
.. _iot/config/re-install-windows-iot:
Download and re-install
-----------------------
The latest version of the Windows virtual :abbr:`IoT (Internet of Things)` box can be downloaded
from the `Odoo Nightly builds <https://nightly.odoo.com/>`_ page or it is always available at the
`Odoo Download <https://odoo.com/download/>`_ page.
To download from the :guilabel:`Odoo Nightly builds` page, navigate to :menuselection:`Builds
(stable version) --> windows/` to and select the :file:`odoo_(version).latest.exe` file; where
*(version)* is equal to the version of Odoo (e.g. 16.0, 17.0).
To download from the :guilabel:`Odoo Download` page, find the section for the version of Odoo (e.g.
16.0, 17.0), and select the :guilabel:`Download` button for :guilabel:`Windows`.
Next, install and setup the downloaded Odoo :file:`.exe` file. After the instructions screen, click
:guilabel:`Next` to start the installation, and agree to the :abbr:`TOS (Terms of Service)`.
During the next step of the re-installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select
the type of install` drop-down menu.
.. example::
For reference, the following should be installed:
- :guilabel:`Odoo server`
- :guilabel:`Odoo IoT`
- :guilabel:`Nginx WebServer`
- :guilabel:`Ghostscript interpreter`
Ensure there is enough space on the computer for the installation, then click :guilabel:`Next`.
Set the destination and complete the installation
-------------------------------------------------
To complete the re-installation, select the :guilabel:`Destination Folder`, and click
:guilabel:`Install`.
.. warning::
Choosing `C:\\odoo` as the install location allows for the *Nginx* server to start. Odoo's
Windows virtual :abbr:`IoT (Internet of Things)` box software should **not** be installed inside
any of the Windows user's directories. Doing so does **not** allow for *Nginx* to initialize.
The installation may take a few minutes. When complete, click :guilabel:`Next` to continue.
Then, ensure that the :guilabel:`Start Odoo` box is checked, and click :guilabel:`Finish`. After
installation, the Odoo server runs, and automatically opens `http://localhost:8069` on a web
browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage.
.. tip::
A :ref:`restart <iot/restart_windows_iot>` of the Windows IoT program may be necessary if the web
browser does not display anything.
.. _iot/config/homepage-upgrade:
Update from the IoT box home page
=================================
In the background, the :abbr:`IoT (Internet of Things)` box uses a version of Odoo code to run and
connect to the Odoo database. This code may need to be updated in order for the :abbr:`IoT (Internet
of Things)` box to operate effectively. This operation should be completed on a routine basis, to
ensure the :abbr:`IoT (Internet of Things)` system, and its processes, stay up-to-date.
Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to :menuselection:`IoT app
--> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT (Internet of Things)`
box. Then, click on :guilabel:`Update` (next to the version number).
If a new version of the :abbr:`IoT (Internet of Things)` box image is available, an
:guilabel:`Upgrade to _xx.xx_` button appears at the bottom of the page. Click this button to
upgrade the unit, at which point the :abbr:`IoT (Internet of Things)` box flashes itself to the
newer version. All of the previous configurations are then saved.
.. important::
This process can take more than 30 minutes. Do **not** turn off, or unplug, the :abbr:`IoT
(Internet of Things)` box, as it would leave it in an inconsistent state. This means the
:abbr:`IoT (Internet of Things)` box needs to be :ref:`re-flashed <iot/config/flash>` with a new
image.
.. image:: updating_iot/flash-upgrade.png
:align: center
:alt: IoT box software upgrade in the IoT Box Home Page.
Handler (driver) update
=======================
There may be some instances where drivers or interfaces need to be updated for individual devices
(e.g. scales, measurement tools, etc.). The IoT handler's (drivers and interfaces) code can be
modified by syncing them with the configured server handler's code.
This can be helpful in instances where :abbr:`IoT (Internet of Things)` devices (e.g. scales,
measurement tools, etc.) are not working properly with the :abbr:`IoT (Internet of Things)` box.
For both the Windows :abbr:`IoT (Internet of Things)` (Odoo 16 and higher) and physical :abbr:`IoT
(Internet of Things)` box, this process can be performed manually from the :abbr:`IoT (Internet of
Things)` box home page. Go to the :abbr:`IoT (Internet of Things)` box home page by navigating to
:menuselection:`IoT app --> IoT Boxes`, and clicking on the :guilabel:`IP address` of the :abbr:`IoT
(Internet of Things)` box.
Next, click :guilabel:`Handlers list`, and then select :guilabel:`Load Handlers` at the bottom of
the page.
.. image:: updating_iot/load-handlers.png
:align: center
:alt: Handlers list on an IoT box with the load handlers button highlighted.
.. important::
Handler's code is fetched from the configured server, and it needs to be up-to-date to have the
latest fixes and patches.
.. note::
A handler update is also performed automatically each time the :abbr:`IoT (Internet of Things)`
box is restarted. The only exception to this process is if the *Automatic drivers update* is
unchecked in the form view of the :abbr:`IoT (Internet of Things)` box on the Odoo server. This
setting can be reached by going to :menuselection:`IoT App --> Select the IoT box --> Automatic
drivers update`.

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========================
Connect Windows IoT Odoo
========================
A Virtual IoT box is a computer program that needs to be downloaded and installed on a Windows
computer. This requires a Windows operating system with an Odoo 16 or later database.
The Windows virtual :abbr:`IoT (Internet of Things)` box works the same way as a physical :abbr:`IoT
(Internet of Things)` box, with the ability to run most of the same devices. All :abbr:`POS (Point
of Sale)` devices work with it, such as a scale or printer. Payment terminals will also work, but it
should be noted that :abbr:`MRP (Material Requirement Planning)` devices are not compatible. *These
include cameras or measurement tools.*
Pre-requisites
==============
The following items will be needed to complete the Windows :abbr:`IoT (Internet of Things)`
installation.
- Odoo 16 database or any version above.
- :abbr:`IoT (Internet of Things)` compatible devices (except those mentioned above). Refer to:
`Odoo's compatible IoT devices <https://www.odoo.com/app/iot-hardware>`_.
- Device drivers for Windows.
.. note::
Odoo recommends using an updated, recent version of Windows (Windows 10/11) as some older
operating systems can cause the Windows virtual :abbr:`IoT (Internet of Things)` to not work.
- Windows computer (laptop, desktop, or server).
- Odoo :abbr:`IoT (Internet of Things)` subscription. Refer to: :ref:`iot/iot-eligibility`.
Connect the Windows virtual IoT box to an Odoo database
=======================================================
The Windows virtual IoT box is simple to setup in just a few easy steps. Follow this process when
installing the Windows virtual IoT software for the first time.
Download and initial installation
---------------------------------
To begin the installation, navigate to the Odoo 16 or higher installation package for Community -
Windows edition at `Odoo's download page <https://odoo.com/download>`_. Next, install and setup the
Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start the
installation and agree to the :abbr:`TOS (Terms of Service)`.
During the next step of the installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the
type of install` drop-down menu.
.. example::
For reference, the following should be installed:
- **Odoo server**
- **Odoo IoT**
- **Nginx WebServer**
- **Ghostscript interpreter**
Ensure there is enough space on the computer for the installation and click :guilabel:`Next`.
Setting the destination and completing the installation
-------------------------------------------------------
To complete the installation, select the :guilabel:`Destination Folder` and click
:guilabel:`Install`.
.. tip::
Choosing ``C:\odoo`` as the install location will allow for the Nginx server to start. If the
folder doesn't exist, then create it. Otherwise the installation files will be spread throughout
the hard drive.
.. warning::
Odoo's Windows virtual IoT software should not be installed inside any of the Window's User's
directories. Doing so will not allow for Nginx to initialize.
The installation may take a few minutes. When complete, click :guilabel:`Next` to continue.
Ensure that the :guilabel:`Start Odoo` box is checked and click :guilabel:`Finish`. After
installation, the Odoo server will run and automatically open `http://localhost:8069` on a web
browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage.
.. seealso::
A restart of the Windows IoT program may be necessary should the web browser not display
anything. :ref:`iot/restart_windows_iot`
Connecting devices
------------------
Next, connect the :abbr:`IoT (Internet of Things)` devices to the Windows computer. Windows should
automatically detect the device because the driver is pre-installed on the computer. If not, search
for and install the Windows driver for the device.
.. important::
Most devices connect to the Windows Machine for Windows IoT automatically through Windows
Plug-N-Play (PnP). However, if Windows does not automatically recognize the device after
connecting, then the administrator may need to install the corresponding drivers manually.
Devices automatically recognized:
- Regular ink/toner based printers
- Receipt printers (Epson/Star)
- Barcode scanners
- Measurement devices (although some configuration of the measurement device settings is
required) See this documentation: :doc:`../devices/measurement_tool`
Devices not automatically recognized (requires manual driver download):
- Label printers (Zebra)
- Scales
Reference the manufacturer's website for the equipment in question. Then, download the drivers
and install them on the Windows machine. Reconnect the device in question and Windows will find
the device.
Following connecting devices to the computer, refresh the :abbr:`IoT (Internet of Things)` box
homepage and verify the device is seen. If not, reload the handlers through the :abbr:`IoT (Internet
of Things)` box homepage.
Finally, connect Windows :abbr:`IoT (Internet of Things)` to a database using existing instructions
(manually using the Token).
.. seealso::
:doc:`/applications/general/iot/config/connect`
Now the installation is complete, the devices connected to :abbr:`IoT (Internet of Things)` can be
used to complete processes/actions.
Troubleshooting
===============
.. _iot/restart_windows_iot:
Restart Windows IoT box
-----------------------
In some instances a manual restart of the physical :abbr:`IoT (Internet of Things)` box can resolve
the issue of an :abbr:`IoT (Internet of Things)` box not showing up on the database. For the Windows
virtual :abbr:`IoT (Internet of Things)` box a manual restart of the Odoo server can resolve
database connection issues.
To restart the virtual Windows IoT server:
#. Type `Services` into the Windows :guilabel:`Search Bar`.
#. Select the :menuselection:`Services` App and scroll down to the :guilabel:`Odoo` service.
#. Right click on :guilabel:`Odoo` and select :guilabel:`Start` or :guilabel:`Restart`. This action
will manually restart the Odoo IoT server.
Firewalls
---------
Firewalls keep devices safe and secure. Sometimes they can block connections that should be made
though. The Windows virtual :abbr:`IoT (Internet of Things)` box software may not be reachable to
the :abbr:`LAN (Local Area Network)` due to a firewall preventing the connection. Consult your local
IT support team to make exceptions (network discovery) in the :abbr:`OS (Operating System)` or
firewall program. Windows has their own firewall as do other virus protection programs.
.. example::
A client might encounter a time when they are able to reach the homepage of the :abbr:`IoT
(Internet of Things)` box, yet they cannot access it from another computer/mobile device/tablet
on the same network.
Making an exception on Windows Defender
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
It is possible to allow other devices to access the Windows virtual :abbr:`IoT (Internet of Things)`
box while keeping the firewall on. This is done by creating a rule on *Windows Defender* and
allowing communication through port `8069`. The following process describes the steps to take in
order to make this exception.
Create a rule in Windows Defender
*********************************
First, open the *Windows Firewall* by navigating to the :menuselection:`Start Menu` and typing in
`Firewall`. Then, open the :menuselection:`Windows Defender Firewall` program. In the left-hand
menu, navigate to :guilabel:`Advanced Settings`.
Once :guilabel:`Advanced Settings` have been selected, click :guilabel:`Inbound Rules` in the
left-hand menu. Then, in the right-hand menu column (under :guilabel:`Inbound Rules`), click on
:guilabel:`New Rule` to create a new rule.
Configure new rule
******************
On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From
the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then,
select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in
`8069, 443`. Finally, click :guilabel:`Next` to continue to the next step.
On the :menuselection:`Actions` page, select :guilabel:`Allow the connection` and click
:guilabel:`Next`. The following page on the :menuselection:`Rule Configuration` wizard is the
:guilabel:`Profile` page. On this page, select whichever connection type applies to the network the
Windows machine is operating on. Ideally, select :guilabel:`Private` only connections. The *Private*
connection type is the most secure connection while allowing the selected port to communicate. Click
:guilabel:`Next` to continue.
Finally, assign a new, unique name to the rule. For example, this name can be `Odoo`. Optionally,
add a brief description in the :guilabel:`Description` field. Click :guilabel:`Finish` to complete
the :guilabel:`Rule Configuration` wizard. Now, the new rule is active and devices can connect to
the Windows virtual :abbr:`IoT (Internet of Things)` box.
.. _iot/windows/wordline:
Worldline exception
~~~~~~~~~~~~~~~~~~~
*Worldline* is a payment terminal that can be connected to Odoo's *PoS* (point of sale) system. It
allows for a comprehensive and fluid payment experience for customers. Worldline is available in
Belgium, the Netherlands, and Luxembourg.
When using the Windows IoT server to connect the Worldline payment terminal, it is necessary to
create an exception in the Windows firewall so that a connection can be made between the Odoo
database/:abbr:`IoT (Internet of Things)` box and Worldline.
.. seealso::
:doc:`../../../sales/point_of_sale/payment_methods/terminals/worldline`
To create the exception, first, open the *Windows Defender Firewall* app on the Windows machine.
This can be accomplished by typing `windows defender` in the :guilabel:`Search` bar.
Next, click :guilabel:`Advanced settings` in the left menu.
.. image:: windows_iot/advanced-settings.png
:align: center
:alt: Advanced settings option highlighted in the left pane of the Windows Defender Firewall app.
In the left menu, choose :guilabel:`Inbound Rules`.
.. image:: windows_iot/inbound-rules.png
:align: center
:alt: Windows Defender left window pane with inbound rules menu item highlighted.
After selecting :guilabel:`Inbound Rules`, select :guilabel:`New Rule` in the far right menu.
.. image:: windows_iot/new-rule.png
:align: center
:alt: New rule dropdown shown with new rule option highlighted.
Then, for the :guilabel:`Rule Type`, select the radio button for :guilabel:`Port`. Click
:guilabel:`Next` to continue to the rest of the configuration.
.. image:: windows_iot/radio-port.png
:align: center
:alt: Rule Type window open, with the radio button next to port highlighted.
On the :guilabel:`Protocols and Ports` page, choose the radio button for :guilabel:`TCP`, under
:guilabel:`Does this rule apply to TCP or UDP?`.
Next, under :guilabel:`Does this rule apply to all local ports or specific ports?`, select the radio
button for :guilabel:`Specific local ports`. Then, enter `9050`, and click :guilabel:`Next` to
continue.
.. image:: windows_iot/protocol-port.png
:align: center
:alt: Protocol/port configuration window with TCP, specific port (9050) and Next highlighted.
The next screen is the :guilabel:`Action` page. Under :guilabel:`What action should be taken when a
connection matches the specified conditions?`, choose the radio button for :guilabel:`Allow the
connection`. Then, click :guilabel:`Next` to continue.
A :guilabel:`Profile` page appears. Under :guilabel:`When does this rule apply?`, leave the three
boxes checked for: :guilabel:`Domain`, :guilabel:`Private`, and :guilabel:`Public`. Click
:guilabel:`Next` to continue to the naming convention page.
On the :guilabel:`Name` page, enter `Odoo Worldline`, under the :guilabel:`Name` field. Enter a
:guilabel:`Description (optional)`. Finally, once ready, click :guilabel:`Finish`.
The final :guilabel:`Inbound rule` should appear as follows:
.. list-table::
:header-rows: 1
:stub-columns: 1
* -
- Odoo Worldline
* - Profile
- All
* - Enabled
- Yes
* - Action
- Allow
* - Override
- No
* - Program
- Any
* - Local Address
- Any
* - Remote Address
- Any
* - Protocol
- TCP
* - Local Port
- 9050
* - Remote Port
- Any
* - Authorized Users
- Any
* - Authorized Computers
- Any
* - Authorized Local Principals
- Any
* - Local User Owner
- Any
* - PolicyAppld
- None
* - Application Package
- Any
Uninstalling Windows IoT
------------------------
Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows
program manager. Using any Windows version, search for `program`. Then, select :guilabel:`Add or
Remove Programs` located in the control panel. Search for `Odoo` and click the :guilabel:`three dot
menu` to uninstall.
Confirm the un-installation and follow the steps to uninstall through the Odoo uninstall guide.

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=============================
IoT system connection to Odoo
=============================
Prerequisites
=============
To connect the IoT system to an Odoo database, the following prerequisites must be met:
- The Internet of Things (IoT) app must be :ref:`installed <general/install>`.
- The IoT system must be connected to the network.
- The computer connecting to Odoo must be on the same network as the IoT system.
.. note::
It is recommended to connect the IoT system to a **production** instance, as other types of
environments may cause issues (e.g., with :ref:`HTTPS certificate generation
<iot/https_certificate_iot/iot-eligibility>`).
.. seealso::
- :doc:`iot_box`
- :doc:`windows_iot`
Connection
==========
The IoT system can be connected to the Odoo database using a :ref:`pairing code
<iot/connect/pairing-code>` or a :ref:`connection token <iot/connect/token>`.
.. _iot/connect/pairing-code:
Connection using a pairing code
-------------------------------
.. note::
- The pairing code is displayed for up to 5 minutes after the IoT system starts. If the code is
no longer visible, reboot the IoT box or :ref:`restart the Windows virtual IoT service
<iot/windows_iot/restart>` to display the pairing code again. Alternatively, connect the IoT
system to the database using a :ref:`connection token <iot/connect/token>`.
- The pairing code is not displayed if the IoT system is already connected to a database (e.g.,
a test database).
#. Retrieve the IoT's system pairing code:
.. tabs::
.. group-tab:: IoT box
Connect the IoT box to an external monitor or printer. If the IoT box was already plugged
prior to this, reboot it by unplugging it for a few seconds and replugging it.
- External monitor: The pairing code should be displayed on the screen a few minutes after
rebooting the IoT box.
- Printer: The pairing code should be printed automatically.
.. tip::
If no external monitor or printer is connected to the IoT box, access the :ref:`IoT
box's homepage <iot/iot-box/homepage>`; the code is displayed in the :guilabel:`Pairing
Code` section.
.. group-tab:: Windows virtual IoT
On the computer with the Windows virtual IoT installed, open the IoT system's homepage
in a web browser by navigating to the URL `http://localhost:8069`. Then, scroll to the
:guilabel:`Pairing Code` section.
#. In Odoo, open the IoT app and click :guilabel:`Connect`.
#. In the :guilabel:`Connect an IoT Box` popup that opens, enter the :guilabel:`Pairing code`.
#. Click :guilabel:`Pair`.
.. _iot/connect/token:
Connection using a connection token
-----------------------------------
#. In Odoo, open the IoT app and click :guilabel:`Connect`.
#. In the :guilabel:`Connect an IoT Box` popup that opens, copy the :guilabel:`Token`.
#. Access the :ref:`IoT box's <iot/iot-box/homepage>` or :ref:`Windows virtual IoT's
<iot/windows-iot/homepage>` homepage.
#. In the :guilabel:`Odoo database connected` section, click :guilabel:`Configure`.
#. Paste the token into the :guilabel:`Server Token` field and click :guilabel:`Connect`.
.. _iot/connect/IoT-form:
IoT system form
===============
Once the IoT system is connected to the Odoo database, it is displayed as a card in the IoT app.
Click the IP address on the card to access the :ref:`IoT box's <iot/windows-iot/homepage>` or
:ref:`Windows virtual IoT's <iot/iot-box/homepage>` homepage. Click the card to access the
list of :doc:`devices <devices>` connected to the IoT system.
.. tip::
:ref:`Enable the developer mode <developer-mode>` to access the IoT system's
:guilabel:`Technical Information`, such as its :guilabel:`Identifier`, :guilabel:`Domain
address`, and :guilabel:`Image version`.
.. note::
By default, drivers are automatically :ref:`udpated <iot_updating_iot/handlers>` every time the
IoT system is restarted. To disable automatic updates, uncheck the :guilabel:`Automatic drivers
update` option.
.. _iot/connect/troubleshooting:
Troubleshooting
===============
The pairing code does not appear or does not work
-------------------------------------------------
The :ref:`pairing code <iot/connect/pairing-code>` might not be displayed or printed under the
following circumstances:
- The IoT system is not connected to the Internet.
- The IoT system is already connected to an Odoo database.
- The :ref:`pairing code <iot/connect/pairing-code>` display time has expired. Reboot the IoT box
or :ref:`restart the Windows virtual IoT service <iot/windows_iot/restart>` to display the pairing
code again.
- The IoT system's image version is too old and needs to be :ref:`updated
<iot/updating_iot/image-code>`.
The IoT system is connected but does not appear in the database
---------------------------------------------------------------
The IoT system might take a few minutes to restart when it connects to a database. If it still does
not appear after a few minutes:
- Verify that the IoT system can reach the database and the server does not use a multi-database
environment.
- Reboot the IoT box or :ref:`restart the Windows virtual IoT service <iot/windows_iot/restart>`.
The IoT box is connected to the Odoo database but cannot be reached
-------------------------------------------------------------------
Verify that the IoT system and the computer running the Odoo database are connected to the same
network.
The Windows virtual IoT's homepage cannot be accessed from another device
-------------------------------------------------------------------------
Check the :ref:`iot/windows-iot/firewall`.
The IoT system is disconnected from the database after an Odoo upgrade
----------------------------------------------------------------------
:ref:`Update the IoT system's image <iot/updating_iot/image-code>` by flashing the IoT box's card or
:ref:`uninstalling the Windows virtual IoT program <iot/windows_iot/uninstall>` and
:ref:`reinstalling <iot/windows-iot/installation>` the latest package for Windows **matching your
database's version**.

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Devices
=======
.. seealso::
- :doc:`Connect a Worldline payment terminal
<../../sales/point_of_sale/payment_methods/terminals/worldline>`
- :doc:`Connect an Ingenico payment terminal
<../../sales/point_of_sale/payment_methods/terminals/ingenico>`
.. toctree::
:titlesonly:
:glob:
@@ -16,8 +22,3 @@ Devices
devices/footswitch
devices/printer
devices/scale
.. seealso::
- :doc:`Worldline payment terminal
<../../sales/point_of_sale/payment_methods/terminals/worldline>`
- :doc:`Ingenico payment terminal <../../sales/point_of_sale/payment_methods/terminals/ingenico>`

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Activate the Bluetooth functionality on the device (see the device manual for further explanation),
and the :abbr:`IoT (Internet of Things)` box automatically connects to the device.
.. image:: measurement_tool/measurement-tool.jpeg
.. image:: measurement_tool/measurement-tool.png
:align: center
:alt: Bluetooth indicator on measurement tool.

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Connect a printer
=================
.. |iot| replace:: :abbr:`IoT (Internet of Things)`
.. |usb| replace:: :abbr:`USB (Universal Serial Bus)`
Printer installation can be done in a few easy steps. The printer can be used to print receipts,
labels, orders, or even reports from the different Odoo apps. In addition, printer actions can be
assigned as an *action on a trigger* during the manufacturing process, or added onto a quality
control point or a quality check.
.. warning::
The **only** way to connect a printer directly to an Odoo database is through the use of an |iot|
box.
Without an |iot| box, printing can still occur, but it is managed through the printer itself,
which is not the recommended process.
The **only** way to connect a printer directly to an Odoo database is through the use of an IoT
system. Without an IoT system, printing can still occur, but it is managed through the printer
itself, which is not the recommended process.
Connection
==========
The |iot| box supports printers connected through |usb|, network connection, or Bluetooth.
IoT systems support printers connected through USB, network connection, or Bluetooth.
`Supported printers <https://www.odoo.com/page/iot-hardware>`__ are detected automatically, and
appear in the :guilabel:`Devices` list of the *IoT* app.
appear in the :guilabel:`Devices` list of the IoT app.
.. image:: printer/printer-detected.png
:align: center
:alt: The printer as it would appear in the IoT app devices list.
.. note::
Printers can take up to two minutes to appear in the *IoT* app :guilabel:`Devices` list.
Printers can take up to two minutes to appear in the IoT app :guilabel:`Devices` list.
Link printer
============
Link a printer
==============
Link printer to work orders
---------------------------
Link work orders to a printer
-----------------------------
*Work Orders* can be linked to printers, via a quality control point, to print labels for
Work orders can be linked to printers, via a quality control point, to print labels for
manufactured products.
In the *Quality app*, a device can be set up on a quality control point. To do that, go to the
:menuselection:`Quality app --> Quality Control --> Control Points`, and open the desired control
point to which the printer will be linked.
In the :doc:`Quality app </applications/inventory_and_mrp/quality>`, a device can be set up on a
quality control point. To do so, go to the :menuselection:`Quality --> Quality Control --> Control
Points`, and open the desired control point.
.. important::
A *Manufacturing Operation* and *Work Order Operation* need to be attached to a quality control
A manufacturing operation and work order operation need to be attached to a quality control
point before the :guilabel:`Type` field allows for the :guilabel:`Print Label` option to be
selected.
From here, edit the control point, by selecting the :guilabel:`Type` field, and selecting
:guilabel:`Print Label` from the drop-down menu of options. Doing so reveals a field called
:guilabel:`Device`, where the attached *device* can be selected. :guilabel:`Save` the changes, if
required.
.. image:: printer/printer-controlpoint.png
:align: center
:alt: This is the quality control point setup.
From here, edit the control point by selecting the :guilabel:`Type` field, and selecting
:guilabel:`Print Label` from the dropdown menu of options. Doing so reveals the :guilabel:`Device`
field, where the attached device can be selected.
The printer can now be used with the selected quality control point. When the quality control point
is reached during the manufacturing process, the database presents the option to print labels for a
specific product.
.. image:: printer/printer-prompt.png
:align: center
.. tip::
Quality control points can also be accessed by navigating to :menuselection:`IoT App -->
Devices`, then select the device. There is a :guilabel:`Quality Control Points` tab, where they
can be added with the device.
Quality control points can also be accessed by navigating to :menuselection:`IoT -->
Devices`, then selecting the device. Go to the :guilabel:`Quality Control Points` tab to add them
to the device.
.. note::
On a quality check detail form, the :guilabel:`Type` of check can also be specified to
:guilabel:`Print Label`. To create :doc:`new quality checks
<../../../inventory_and_mrp/quality/quality_management/quality_checks>`, navigate to
:menuselection:`Quality app --> Quality Control --> Quality Checks --> New`.
On a :doc:`quality check form
</applications/inventory_and_mrp/quality/quality_management/quality_checks>`, the
:guilabel:`Type` of check can also be set to :guilabel:`Print Label`.
.. seealso::
- :doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`
- :doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`
- :doc:`/applications/inventory_and_mrp/quality/quality_management/quality_control_points`
- :doc:`/applications/inventory_and_mrp/quality/quality_management/quality_alerts`
.. _iot/link-printer:
Link printer to reports
-----------------------
Link reports to a printer
-------------------------
It is possible to link report types to a specific printer. In the *IoT* app, go to the
:guilabel:`Devices` menu, and select the desired printer to be configured.
It is possible to link report types to a specific printer. To do so:
From here, go to the :guilabel:`Printer Reports` tab, and click :guilabel:`Add a line`. In the
window that appears, check all the types of :guilabel:`Reports` that should be linked to this
printer.
#. Go to :menuselection:`IoT --> Devices` and select the desired printer.
#. Go to the :guilabel:`Printer Reports` tab and click :guilabel:`Add a line`.
#. In the pop-up that opens, select the types of reports to be linked to the printer and click
:guilabel:`Select`.
.. image:: printer/printer-reports.png
:align: center
:alt: The list of reports assigned to a printer in the IoT app.
.. tip::
Reports can also be configured in the *Technical* menu of the *Settings* app, while in
:ref:`debug mode <developer-mode>`. To do that, navigate to :menuselection:`Settings App -->
Technical --> Actions: Reports`. From here, select the desired report from the list. Then, an
:guilabel:`IoT Device` can be set on the report.
Reports can also be configured by :ref:`enabling the developer mode <developer-mode>` and going
to :menuselection:`Settings --> Technical --> Reports`. Select the desired report from the list
and set an :guilabel:`IoT Device`.
The first time a linked report is selected to print, a :guilabel:`Select Printers` pop-up window
appears. Tick the checkbox next to the correct printer for the report, and click :guilabel:`Print`.
@@ -114,9 +97,9 @@ a user can have different devices saved in their cache for different reports, ba
they use to access Odoo. It also means different users can have a report automatically printed from
different printers, based on their preferences.
To unlink a report from a printer, navigate to :menuselection:`IoT app --> Clear Selected Devices`.
This generates a list of reports that are linked to a printer on the current device. Click the
:guilabel:`Unlink` button next to each report to remove the link.
To unlink a report from a printer, navigate to :menuselection:`IoT --> Configuration --> Reset
Linked Printers`. This generates a list of reports that are linked to a printer on the current
device. Click the :guilabel:`Unlink` button next to each report to remove the link.
.. important::
This step **only** prevents the report from automatically printing to the listed printer from
@@ -124,8 +107,390 @@ This generates a list of reports that are linked to a printer on the current dev
the :guilabel:`Printer Reports` tab.
.. image:: printer/clear-reports.png
:align: center
:alt: A list of reports currently linked to a printer in the IoT app.
.. seealso::
:doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>`
Potential issues
================
The printer is not detected
---------------------------
If a printer does not appear in the devices list, go to the :ref:`IoT box's <iot/iot-box/homepage>`
or :ref:`Windows virtual IoT's <iot/windows-iot/homepage>` homepage, click :guilabel:`Show` in
the :guilabel:`Devices` section, and make sure the printer is listed.
If the printer does not appear on the IoT system's homepage, click :guilabel:`Printer Server`, then
:guilabel:`Administration`, and :guilabel:`Add Printer`. If the printer is not in the list, it is
likely not connected properly.
The printer outputs random text
-------------------------------
For most printers, the correct driver should be automatically detected and selected. However, in
some cases, the automatic detection mechanism might not be enough, and if no driver is found, the
printer might print random characters.
The solution is to manually select the corresponding driver. On the IoT system's homepage, click
:guilabel:`Printer Server`, then :guilabel:`Printers`, and select the printer in the list.
In the :guilabel:`Administration` dropdown menu, click :guilabel:`Modify Printer`. Follow the steps
and select the printer's *make* and *model*.
.. image:: printer/modify-printer.png
:scale: 75%
:alt: Edit the printer connected to the IoT system.
.. note::
Epson receipt printers and Zebra label printers do not need a driver to work. Make sure that no
driver is selected for those printers.
The printer is detected but is not recognized correctly
-------------------------------------------------------
If Odoo and the IoT system do not recognize the printer correctly, go to :menuselection:`IoT
--> Devices`, click the device's card to access its form, and set the :guilabel:`Subtype` field to
the appropriate option: :guilabel:`Receipt Printer`, :guilabel:`Label Printer`, or :guilabel:`Office
Printer`.
Epson configuration special case
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Most Epson printers support printing receipts in Odoo Point of Sale using the `GS v 0` command.
However, the following Epson printer models do not support this command:
- TM-U220
- TM-U230
- TM-P60
- TMP-P60II
To bypass this issue, you can configure the printer to use the `ESC *` command.
First, review Epson's website for compatibility for both the `GS v 0
<https://download4.epson.biz/sec_pubs/pos/reference_en/escpos/gs_lv_0.html>`_ and `ESC *
<https://download4.epson.biz/sec_pubs/pos/reference_en/escpos/esc_asterisk.html>`_ commands.
If the printer is incompatible with `GS v 0` but supports `ESC *`, configure the IoT system to use
the `ESC *` command as follows:
#. Access the :ref:`IoT box's <iot/iot-box/homepage>` or :ref:`Windows virtual IoT's
<iot/windows-iot/homepage>` homepage.
#. Click the :guilabel:`Printer server` button, then click :guilabel:`Administration` on the CUPS
page.
#. Click :guilabel:`Add Printer` in the :guilabel:`Printers` section, select the printer, and click
:guilabel:`Continue`.
.. tip::
If the printer's name is still uncertain, take the following steps:
#. Take note of the listed printers on the CUPS page.
#. Turn the printer off and refresh the page.
#. Compare the difference with the first list to see which printer disappeared.
#. Turn the printer back on and refresh the page again.
#. Double-check the list again to see if the printer re-appears.
#. The printer that disappeared and reappears again on the listed printers is the name of the
printer in question. It can be :guilabel:`Unknown` under :guilabel:`Local printers`.
#. On the :guilabel:`Add Printer` page, specify the printer's :guilabel:`Name` using the following
convention: `<printer_name>__IMC_<param_1>_<param_2>_..._<param_n>__`, where:
- `printer_name` is the printer's name. It can contain any character except `_`, `/`, `#`, or ` `
(space character).
- `IMC`: This stands for *Image Mode Column* (the simplified name for `ESC *`).
- `param_1`: This stands for the specific parameter:
- `SCALE<X>`: Scale of the picture (with the same aspect ratio). `X` should be an integer
describing the scale percentage that should be used. For example, `100` is the original size,
`50` is half the size, and `200` is twice the size.
- `LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not specified).
- `LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if not specified).
.. note::
- *Density* parameters might need to be configured in a particular way, depending on the
printer model.
- Refer to `Epson's ESC * documentation <https://download4.epson.biz/sec_pubs/pos/reference_en/escpos/esc_asterisk.html>`_
to determine if the printer requires these parameters to be set.
.. example::
The following are examples of proper and improper name formatting:
Proper name formatting:
- `EPSONTMm30II__IMC__`
- `EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`
Improper name formatting (this will not prevent printing, but the result might not have the
expected printed output):
- `EPSON TMm 30II`: The name cannot contain spaces.
- `EPSONTMm30II`: The name itself is correct, but it will not use `ESC *`.
- `EPSONTMm30II__IMC`: This name is missing the end `__`.
- `EPSONTMm30II__IMC_XDV__`: The parameter `XDV` does not match any existing parameters.
- `EPSONTMm30II__IMC_SCALE__`: The parameter `SCALE` is missing the scale value.
#. Once the printer's name has been defined using the appropriate naming convention, click
:guilabel:`Continue`.
#. Set the :guilabel:`Make` value to :guilabel:`Raw` and the :guilabel:`Model` value to
:guilabel:`Raw Queue (en)`.
#. Click :guilabel:`Add Printer`. If everything was done correctly, the page should redirect to the
:guilabel:`Banners` page.
#. Wait a few minutes for the IoT system to detect the printer and sync to Odoo's server.
#. :ref:`Access the POS settings <configuration/settings>` and select your POS, or click the
vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down
to the :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, and select the printer
in the :guilabel:`Receipt Printer` field. Click :guilabel:`Save`.
.. note::
If the printer was set up incorrectly (e.g., it continues to print random text, or the printed
receipt is too large or too small), it cannot be modified via the printer's name in CUPS.
Instead, configure a new printer from scratch with modified parameters, following the steps
above.
.. spoiler::
Example
The following is an example of the troubleshooting process for a TM-U220B printer model using the
`ESC *` command. The receipt pictured below is an example of a receipt that is printing correctly
due to proper formatting (in theory):
.. image:: printer/receipt-example.png
:scale: 60%
:alt: Properly formatted receipt picture from a demo database.
Printing this receipt immediately without proper formatting will not work, as the TM-U220B
printer model does not support the `GS v 0` command. Instead, random characters will be printed:
.. image:: printer/receipt-print-random-letters.png
:scale: 60%
:alt: Printer paper with seemingly random characters.
To properly configure formatting for the Epson TM-U220B printer model, follow these steps:
#. After checking Epson's website for compatibility with both the `GS v 0
<https://download4.epson.biz/sec_pubs/pos/reference_en/escpos/gs_lv_0.html>`_ and `ESC *
<https://download4.epson.biz/sec_pubs/pos/reference_en/escpos/esc_asterisk.html>`_ commands,
the TM-U220B printer is indeed incompatible with `GS v 0` but supports `ESC *`.
.. image:: printer/epson-compatibility-compare.png
:alt: Epson compatibility evaluation from Epson website.
#. When adding the printer, CUPS displays the list of available printers:
.. image:: printer/add-printer.png
:scale: 75%
:alt: Administration menu, add printer selection.
In this case, the printer is connected via USB, so it is not part of the
:guilabel:`Discovered Network Printers`. Instead, it is likely part of the :guilabel:`Unknown`
selection under :guilabel:`Local Printers`. By unplugging the printer's USB cable from the IoT
system and refreshing the page, the :guilabel:`Unknown` printer disappears. By plugging it
back in, the printer reappears.
#. For the naming convention, since the printer must print using the `ESC *` command, it is
imperative to add `__IMC`.
.. image:: printer/epson-tm-u220-specification.png
:alt: Epson TM-U220 specifications on manufacturer's website.
For this particular model (TM-U220) `m` should be equal to 0 or 1. While referencing the
:guilabel:`Description` table on `Epson's ESC * website
<https://download4.epson.biz/sec_pubs/pos/reference_en/escpos/esc_asterisk.html>`_, the `m`
values could be 0, 1, 32, or 33. So, in this case, the `m` value **cannot** be 32 or 33
(otherwise, random characters will be printed).
The table includes the numeric values 32 and 33; they both occur if the :guilabel:`Number of
bits for vertical data` is set to 24, i.e. it has a *High Vertical Density*. In the case of
configuring the Epson TM-U220, the *Low Vertical Density* will need to be forced, as
this printer model does not support *High Vertical Density* for this command `ESC *`.
To add a *Low Vertical Density*, add the `LDV` parameter to the naming convention.
.. image:: printer/add-printer-filled.png
:alt: Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention.
#. Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value to :guilabel:`Raw`
and the :guilabel:`Model` value to :guilabel:`Raw Queue (en)`.
.. image:: printer/add-printer-add.png
:alt: Epson TM-U220 specifications on manufacturers website.
However, when trying to print with the naming convention `EpsonTMU220B__IMC_LDV__`, the
receipt is printed, but it is too large and outside the margin. To resolve this, add a new
printer (and naming convention) with the `SCALE<X>` parameter to adapt to the receipt's size.
Here are some examples:
.. list-table::
:header-rows: 1
* - Printer Naming Convention
- `EpsonTMU220B__IMC_LDV__`
- `EpsonTMU220B__IMC_LDV_SCALE75__`
- `EpsonTMU220B__IMC_LDV_LDH__`
- `EpsonTMU220B__IMC_LDV_LDH_SCALE35__`
* - .. image:: printer/receipt-example.png
:alt: Receipt example format.
- .. image:: printer/tm-u220-ldv.png
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV__.
- .. image:: printer/tm-u220-ldv-scale75.png
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__.
- .. image:: printer/tm-u220-ldv-hdv.png
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__.
- .. image:: printer/tm-u220-ldv-hdv-scale35.png
:alt: Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__.
DYMO LabelWriter print issue
----------------------------
The DYMO LabelWriter has a known issue in printing with IoT systems. The OpenPrinting CUPS server
installs the printer using :guilabel:`Local RAW Printer` drivers. In order to print anything, the
correct :guilabel:`Make and Model` needs to be set to reference the correct driver when using the
device.
Additionally, a new printer needs to be added to reduce the print delay that occurs after updating
the driver.
.. important::
The DYMO LabelWriter 450 DUO printer is the recommended DYMO printer for use with Odoo and IoT
systems. This device combines two printers: a label printer and a tape printer. When configuring
the following processes, it is essential to select the correct model (either DYMO LabelWriter 450
DUO Label (en) or DYMO LabelWriter 450 DUO Tape (en)). For consistency, the following processes
outline configuration steps for the DYMO LabelWriter 450 DUO Label (en) model. Adjust the model
selections as needed.
.. _printer/dymo/update_drivers:
DYMO LabelWriter not printing
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the DYMO LabelWriter fails to print, install a new driver:
#. Access the IoT system's homepage and click :menuselection:`Printer server` to open the
OpenPrinting CUPS console.
#. Click :menuselection:`Printers` in the top menu, then click the printer in the list.
#. Select :guilabel:`Maintenance` in the first dropdown menu.
#. Select :guilabel:`Modify Printer` in the second dropdown menu.
.. image:: printer/main-modify.png
:alt: Modify the make and model of the DYMO LabelWriter. Maintenance and Modify dropdown
menus highlighted.
#. Select the specific network connection/printer on which the modification should be made and
click :guilabel:`Continue`.
#. On the next page, click :guilabel:`Continue`, then select :guilabel:`DYMO` from the
:guilabel:`Make` dropdown list.
#. Click on :guilabel:`Continue` and set the :guilabel:`Model` to :guilabel:`DYMO LabelWriter 450
DUO Label (en)` (or whichever DYMO printer model is being used).
#. Click :guilabel:`Modify Printer` to set the new driver; a confirmation page appears.
#. Click :menuselection:`Printers` in the top menu; all printers installed on the OpenPrinting CUPS
server appear, including the newly updated :guilabel:`DYMO LabelWriter 450 DUO Label` (or
whichever DYMO printer model is being used).
#. Click the newly updated printer, then click the :guilabel:`Maintenance` dropdown menu and
select :guilabel:`Print Test Page` to print a test label. The test label is printed after a few
seconds if the driver update was successful.
To reduce this delay, add a new printer using the steps below.
DYMO LabelWriter print delay
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. tip::
If the DYMO LabelWriter 450 DUO printer is not printing at all, or is not recognized (i.e., it
has a :guilabel:`RAW` driver type), then :ref:`update the drivers on the device
<printer/dymo/update_drivers>`.
To resolve the delay issue after modifying the driver, reinstall the printer:
#. Access the IoT system's homepage and click :menuselection:`Printer server` to open the
OpenPrinting CUPS console.
#. Click :menuselection:`Administration` in the top menu, then click :guilabel:`Add a Printer`.
#. On the next page, in the :guilabel:`Local Printers` section, select :guilabel:`DYMO
LabelWriter 450 DUO Label (DYMO LabelWriter 450 DUO Label)` (or whichever DYMO printer model is
being used) pre-installed printer. Click :guilabel:`Continue`.
.. image:: printer/local-printer.png
:alt: Add a printer screen on OpenPrinting CUPS with DYMO LabelWriter 450 DUO Label
highlighted.
#. On the following screen, update the :guilabel:`Name` to something easily identifiable, as the
original printer will remain in the list. Then, click :guilabel:`Continue`.
.. image:: printer/rename-printer.png
:alt: Rename printer page in the 'Add a Printer' flow, with the name field highlighted.
#. Set the :guilabel:`Model` field to :guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or
whichever DYMO printer model is being used), then click :guilabel:`Add Printer` to complete
the installation.
.. image:: printer/choose-printer.png
:alt: Choose model screen on the OpenPrinting CUPS console with model and add a printer
highlighted.
#. Click :menuselection:`Printers` in the top menu and click the newly installed printer
:guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model is being used) from
in the list.
.. image:: printer/printer-page.png
:alt: Printer page with newly installed printer highlighted.
#. Click the :guilabel:`Maintenance` dropdown list and select :guilabel:`Print Test Page` to print
a test label. The test label should print out immediately, or after one or two seconds.
The Zebra printer does not print anything
-----------------------------------------
Zebra printers are quite sensitive to the format of the printed Zebra Programming Language (ZPL)
code. If nothing comes out of the printer or blank labels are printed, try changing the format
of the report sent to the printer. To do so, activate the :ref:`developer mode <developer-mode>`, go
to :menuselection:`Settings --> Technical --> User Interface --> Views`, and search for the
corresponding template.
.. seealso::
`Zebra's instructions on printing ZPL files
<https://supportcommunity.zebra.com/s/article/Print-a-zpl-file-using-the-Generic-Text-Printer>`_
Barcode scanner issues
======================
The characters read by the barcode scanner do not match the barcode
-------------------------------------------------------------------
By default, most barcode scanners are configured in the US QWERTY format. If the barcode scanner
uses a different layout, go to :menuselection:`IoT --> Devices` and click the barcode device's card.
Then, select the correct language in the :guilabel:`Keyboard Layout` field.
.. note::
The :guilabel:`Keyboard Layout` is language-specific, with available options varying based on
the device and the language of the database (e.g., :guilabel:`English (UK)`, :guilabel:`English
(US)`, etc.).
Nothing happens when a barcode is scanned
-----------------------------------------
Make sure the correct device is selected in the :doc:`Point of Sale settings
</applications/sales/point_of_sale/configuration/pos_iot>` (when applicable) and the barcode is
configured to send an `ENTER` character (keycode 28) at the end of every barcode.
The barcode scanner is detected as a keyboard
---------------------------------------------
.. important::
Some barcode scanners are identified as USB keyboards rather than barcode scanners and are not
recognized by IoT systems.
To change the device type manually, go to :menuselection:`IoT --> Devices` and click the barcode
device's card. Then, enable :guilabel:`Is scanner`.
The barcode scanner processes barcode characters individually
-------------------------------------------------------------
When accessing the mobile version of Odoo from a mobile device or tablet paired with a barcode
scanner via the IoT system, the scanner might interpret each character in a barcode as a separate
scan. To resolve this, go to :menuselection:`IoT --> Devices` and click the barcode device's
card. Then, select the correct language in the :guilabel:`Keyboard Layout` field.
.. note::
The :guilabel:`Keyboard Layout` is language-specific, with available options varying based on
the device and the language of the database (e.g., :guilabel:`English (UK)`, :guilabel:`English
(US)`, etc.).

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Connect a scale
===============
A scale can be connected to the :abbr:`IoT (Internet of Things)` box on an Odoo database in a few
easy steps. After setup, the *Point of Sale* app can be used to weigh products, which is helpful if
their prices are calculated based on weight.
.. important::
- In EU member states, `certification is legally required <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv%3AOJ.L_.2014.096.01.0107.01.ENG>`_
- In EU member states, `certification is legally required
<https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv%3AOJ.L_.2014.096.01.0107.01.ENG>`_
to use a scale as an integrated device.
- Odoo is not certified in several countries, including France, Germany, and Switzerland. If you
reside in one of these countries, you can still use a scale but without integration to your
Odoo database.
- Alternatively, you have the option to acquire a *non-integrated* certified scale that prints
reside in one of these countries, you can still use a scale but without integration into your
Odoo database. Alternatively, you can acquire a *non-integrated* certified scale that prints
certified labels, which can then be scanned into your Odoo database.
.. seealso::
`Directive 2014/31/EU of the European Parliament <https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=uriserv%3AOJ.L_.2014.096.01.0107.01.ENG>`_
Connection
==========
To link the scale to the :abbr:`IoT (Internet of Things)` box, connect it with a :abbr:`USB
(Universal Serial Bus)` cable.
To connect a scale to the IoT system, use a USB cable. In some cases, you may need a serial-to-US
adapter to complete the connection. If the scale is `compatible with an IoT system
<https://www.odoo.com/page/iot-hardware>`_, no additional setup is required; the scale is
automatically detected as soon as it is connected. If the scale is not detected, reboot the IoT box
or :ref:`restart the Windows virtual IoT service <iot/windows_iot/restart>` and :ref:`update the
scale's drivers <iot_updating_iot/handlers>`.
.. note::
In some cases, a serial port to :abbr:`USB (Universal Serial Bus)` adapter may be needed.
If the scale still does not function after updating the drivers, it might not be `compatible with
the Odoo IoT system <https://www.odoo.com/page/iot-hardware>`_. In such cases, a different scale
must be used.
If the scale is `compatible with Odoo IoT Box <https://www.odoo.com/page/iot-hardware>`_, there is
no need to set up anything because it will be automatically detected as soon as it is connected.
Once the scale is connected to the IoT system, follow these steps to configure it in the POS
settings:
.. image:: scale/iot-choice.png
:align: center
:alt: IOT box auto detection.
#. :ref:`Access the POS settings <configuration/settings>` and select your POS, or click the
vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`.
#. Scroll down to the :guilabel:`Connected Devices` section and enable :guilabel:`IoT Box`.
#. Select the scale in the :guilabel:`Electronic Scale` field.
#. Click :guilabel:`Save`.
The :abbr:`IoT (Internet of Things)` box may need to be restarted and the scale's drivers may need
to be downloaded to the box in some cases. To update the drivers, go to the :abbr:`IoT (Internet of
Things)` box homepage and click on :guilabel:`Drivers List`. Then, click on :guilabel:`Load
Drivers`.
.. seealso::
:doc:`Connect an IoT system to a POS </applications/sales/point_of_sale/configuration/pos_iot>`
.. image:: scale/driver-list.png
:align: center
:alt: View of the IoT box settings and driver list.
If loading the drivers still doesn't allow for the scale to function, it may be that the scale is
not compatible with the Odoo :abbr:`IoT (Internet of Things)` box. In this case, a different scale
will need to be used.
Use a scale in a point of sale (POS) system
===========================================
To use the scale in the *Point of Sale app*, go to :menuselection:`PoS app --> 3-Dot Menu on the PoS
--> Settings`, then enable the :abbr:`IoT (Internet of Things)` box feature. After this is complete,
the scale device can be set.
Select the scale from the :guilabel:`Electronic Scale` drop-down menu. Then click :guilabel:`Save`
to save the changes, if required.
.. image:: scale/electronic-scale-feature.png
:align: center
:alt: List of the external tools that can be used with PoS and the IoT box.
The scale is now available in all the :abbr:`PoS (Point of Sale)` sessions. Now, if a product has a
price per weight set, clicking on it on the :guilabel:`PoS` screen opens the scale screen, where the
cashier can weigh the product and add the correct price to the cart.
The scale is then available in all the :doc:`POS's sessions </applications/sales/point_of_sale>`.
If a product is configured with a price per weight, selecting it on the :guilabel:`PoS screen` opens
the scale popup. The cashier can then weigh the product to automatically add the correct price to
the cart.
.. image:: scale/scale-view.png
:align: center
:scale: 80%
:alt: Electronic Scale dashboard view when no items are being weighed.
Ariva S scales
==============
For Ariva S series scales (manufactured by Mettler-Toledo, LLC.) to function with IoT systems, a
specific setting must be modified, and a dedicated Mettler USB-to-proprietary RJ45 cable is required.
.. important::
The official Mettler USB-to-RJ45 cable (Mettler part number 72256236) must be used. Contact
Mettler or a partner to purchase an authentic cable. **No other** cable works for this
configuration.
To configure the Ariva S scale for IoT system recognition, refer to page 17 of `Mettler's Setup
Guide for Ariva S series scales <https://www.mt.com/dam/RET_DOCS/Ariv.pdf>`_ and follow these steps:
#. Hold the **>T<** button for eight seconds, or until :guilabel:`CONF` appears.
#. Press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to confirm.
#. Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB Virtual COM ports) and
press **>T<** to cycle through the options under group 3.1.
#. Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the selection.
#. Continue to press **>0<** until :guilabel:`GRP 4` appears.
#. Press **>T<** until :guilabel:`EXIT` appears.
.. important::
Do **not** make any other changes unless otherwise needed.
#. Press **>0<**.
#. Press **>0<** again to :guilabel:`SAVE`; the scale restarts.
#. Reboot the IoT box or :ref:`restart the Windows virtual IoT service <iot/windows_iot/restart>`.
The scale should then appear as `Toledo 8217`, as opposed to the previous display, where it
appeared as `Adam Equipment Serial`.

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Connect the screen with an HDMI cable on the side of the :abbr:`IoT (Internet of Things)` box.
.. seealso::
:ref:`See the Raspberry Pi Schema <iot/connect_schema>`.
:ref:`See the Raspberry Pi Schema <pos/pos_iot/connect_schema>`.
.. important::
Screen(s) should be connected before the :abbr:`IoT (Internet of Things)` box is switched on. If

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:nosearch:
========
Advanced
========
.. toctree::
iot_advanced/https_certificate_iot
iot_advanced/updating_iot
iot_advanced/ssh_connect

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.. _iot/https_certificate_iot:
=======================
HTTPS certificate (IoT)
=======================
*Hypertext Transfer Protocol Secure* (HTTPS) is the secure and encrypted version of *Hypertext
Transfer Protocol* (HTTP), which is the primary protocol used for data communication between a web
browser and a website. It secures communications by using an encryption protocol known as *Transport
Layer Security* (TLS), previously called *Secure Sockets Layer* (SSL). The security of
:abbr:`HTTPS (Hypertext Transfer Protocol Secure)` relies on :abbr:`TLS (Transport Layer Security)`
/:abbr:`SSL (Secure Sockets Layer)` certificates, which authenticate the provider and verify their
identity.
The use of HTTPS is required to communicate with certain network devices, particularly payment
terminals. If the HTTPS certificate is not valid, some devices cannot interact with the IoT
system.
.. note::
In this documentation and throughout Odoo, the term *HTTPS certificate* refers to a valid
SSL certificate that allows an HTTPS connection.
.. _iot/https_certificate_iot/generation:
HTTPS certificate generation
============================
The HTTPS certificate is generated automatically. When the IoT system is (re-)started (e.g., after
it is connected to the Odoo database), a request is sent to `<https://www.odoo.com>`_, which returns
the HTTPS certificate if the IoT system and database meet the eligibility criteria:
.. _iot/https_certificate_iot/iot-eligibility:
- The database must be a **production** instance. The database instance should not be a copy, a
duplicate, a staging, or a development environment.
- The Odoo subscription must be ongoing (:guilabel:`In Progress` status) and have an :ref:`IoT
box subscription <iot/iot/iot-subscription>` line.
When the certificate has been received:
- The IoT system's homepage address is updated to a new HTTPS URL ending with `.odoo-iot.com`. Click
the URL to establish a secure HTTPS connection.
.. image:: https_certificate_iot/iot-new-domain.png
:alt: Odoo IoT app IoT box with .odoo-iot.com domain.
- The :guilabel:`HTTPS certificate` banner displays the certificate's validity period. To view this
information, click the :icon:`fa-cogs` (:guilabel:`cogs`) button on the IoT system's homepage.
.. image:: https_certificate_iot/https-valid.png
:alt: IoT box homepage with HTTPS certificate validity date.
HTTPS certificate generation issues and errors
==============================================
The HTTPS certificate does not generate
---------------------------------------
Potential causes include the following:
- No :ref:`IoT box subscription <iot/iot/iot-subscription>` is linked to your account.
- The :ref:`IoT box subscription <iot/iot/iot-subscription>` was added *after* connecting the IoT
system to the database. In this case, refresh the IoT system's homepage or reboot/:ref:`restart
<iot/windows_iot/restart>` the IoT system to regenerate the HTTPS certificate.
- The firewall is preventing the HTTPS certificate from generating correctly. In this case,
deactivate the firewall until the certificate is successfully generated.
.. note::
Some devices, such as routers with a built-in firewall, can prevent the HTTPS certificate from
generating.
The IoT system's homepage can be accessed using its IP address but not the `xxx.odoo-iot.com` URL
-------------------------------------------------------------------------------------------------
Contact your system or network administrator to address the issue. Network-related problems are
beyond the scope of Odoo support services.
- If the router allows manual :abbr:`DNS (Domain Name System)` configuration, update the settings to
use `Google DNS <https://developers.google.com/speed/public-dns>`_.
- If the router does not support this, you need to update the DNS settings directly on each device
that interacts with the IoT system to use `Google DNS
<https://developers.google.com/speed/public-dns>`_. Instructions for configuring DNS on individual
devices can be found on the respective manufacturer's website.
.. note::
- Some IoT devices, such as payment terminals, likely do not require DNS changes, as they are
typically pre-configured with custom DNS settings.
- On some browsers, an error code mentioning the DNS (such as `DNS_PROBE_FINISHED_NXDOMAIN`) is
displayed.
Errors
------
A specific error code is displayed on the IoT system's homepage if any issues occur during the
generation or reception of the HTTPS certificate.
.. tip::
When you access the IoT system's homepage, it automatically checks for an HTTPS certificate and
attempts to generate one if it is missing. If an error appears, refresh the page to see if the
issue is resolved.
`ERR_IOT_HTTPS_CHECK_NO_SERVER`
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The server configuration is missing, i.e., the Odoo instance is not :doc:`connected <../connect>` to
the IoT system.
`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
An error occurred while attempting to read the existing HTTPS certificate.
Verify that the HTTPS certificate file is readable.
`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is missing form the IoT.
Verify that both values are correctly configured. To update them, :ref:`access the IoT box's
<iot/iot-box/homepage>` or :ref:`Windows virtual IoT's homepage <iot/windows-iot/homepage>`,
click the :icon:`fa-cogs` (:guilabel:`cogs`) button, then click :guilabel:`Credential`.
`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
An unexpected error occurred while the IoT system tried to reach `<https://www.odoo.com>`_. This is
likely due to network-related issues, such as:
- The IoT system does not have Internet access.
- Network restrictions (e.g., firewalls or VPNs) are preventing communication with
https://www.odoo.com.
.. note::
- To access the full request exception details with information regarding the error, :ref:`enable
the developer mode <developer-mode>`, click the IoT system's card in the IoT app, and click
:guilabel:`Download logs` on the :ref:`IoT system's form <iot/connect/IoT-form>`.
To define the log levels recorded in the IoT system's log file, :ref:`access the IoT box's
<iot/windows-iot/homepage>` or :ref:`Windows virtual IoT's <iot/iot-box/homepage>` homepage,
click the :icon:`fa-cogs` (:guilabel:`cogs`) button, then :guilabel:`Log level` at the
bottom of the page.
- To address network-related issues, contact your system or network administrator; these issues
are beyond the scope of Odoo support services.
`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The IoT system successfully reached `<https://www.odoo.com>`_ but received an unexpected
`HTTP response (status codes) <https://developer.mozilla.org/en-US/docs/Web/HTTP/Status>`_.
This error code includes the HTTP status. For example, `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` means
the server returned a "Page Not Found" response.
To solve this issue:
#. Open `<https://www.odoo.com>`_ in a web browser to check if the website is temporarily down for
maintenance.
#. | If `<https://www.odoo.com>`_ is down for maintenance, wait for it to resume.
| If the website is operational, open a `support ticket <https://www.odoo.com/help>`_ and make
sure to include the 3-digit HTTPS status code in the ticket.
`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The IoT system successfully connected to `<https://www.odoo.com>`_, but the server refused to
provide the HTTPS certificate.
Check that the IoT system and database meet the :ref:`eligibility requirements
<iot/https_certificate_iot/iot-eligibility>` for an HTTPS certificate.

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