Yannick Tivisse
e547fa0710
Purpose ======= Ease the configuration of the main applications by adding configuration panels on the main views, i.e. on the customer invoices, quotations and ecommerce dashboard. This panels are composed by steps to configure the company data, the report layout and templates, the payment acquirers,... Specification ============= Invoicing Application --------------------- The gist of the task is to add a config bar for invoicing app. After going through the config step, the system should be all set to send real invoices Mockup: https://app.moqups.com/fgi@openerp.com/qhrp1ZJB1i/view 1. Configuration bar - The current onboarding modal should not pop up when the user clicks on "Print Invoice" anymore: https://drive.google.com/a/odoo.com/file/d/1xMin8lBB3guDOlIQaGCnLrBKKl5nbA-9/view?usp=drivesdk - Add the following configuration bar between the top menu and the list of Customer Invoices - This bar can only be viewed with "administration - settings" access rights. - Each part of the bar opens a corresponding modal (defined below). - Once information is saved on the modal, a green checksign appears next to it on the configuration bar. The user can still open the modal and modify information afterwards. - Add a grey cross on the top right side of the bar. Clicking on it removes definitely the bar. - The bar has to stay as long as the user has not clicked on the grey cross. config bar design branch: https://www.odoo.com/web#id=1835748&view_type=form&model=project.task&action=333&active_id=133&menu_id=4720 2. Company Data Do the following changes to the current company form: - hide company logo in the modal (will be shown next step). But keep it visible in the company full form - remove "Report Footer", "Company tagline", "Verify VAT Number" https://drive.google.com/a/odoo.com/file/d/1CrGoY_sH4wsTHuu6Zggilo6qOzWb0oCW/view?usp=drivesdk - remove tabs: https://drive.google.com/a/odoo.com/file/d/1X7EglwY5zHmJtR4Xafnkm9uBX6TlcJsB/view?usp=drivesdk - mark this step as done if street 1 is filled 3. Invoice Template new screen to choose a report template, set a logo, etc. - Use the default logo used in demo data as new default image for any new company. See for reference : http://nimb.ws/1TFn8O - add "company tagline" and "document footer" (removed from company form) - open this screen in general settings: https://drive.google.com/a/odoo.com/file/d/1hP5CW7-MPXre8r8Ex-KKSomVaef932qV/view?usp=drivesdk - mark as done if logo is set. 4. Payment Method - Activate the payment acquirer selected, and set in production mode (if paypal or stripe) - For manual payment, rename "Wire Transfer" payment acquirer into the name provider by the user - if any payment method selected, activate "Online Payment" in invoicing settings: https://drive.google.com/a/odoo.com/file/d/1Vy6os1eDznumOyR80Q2nFctzQ7S2PvYN/view?usp=drivesdk - otherwise the customer will not be prompted to pay online. - mark as done if any method is selected or if "Skip this step" is clicked. 5. Sample Invoice - Send a sample draft invoice to user email address - Open the email composer modal with invoice's email template (like clicking "Send by email" in the invoice), do the following changes: - Hide the template field and the "save as new template" button. - Generate & delete direclty the sample draft invoice to be sent when clicking the config bar step. The user should never see this invoice appear in the invoice list - Generate the invoice with following information: - put the admin as customer. - for the Invoice Lines : do not enter any Product. Add a 2-3 Descriptions, with a Quantity and a Unit price. - the Invoice has to stay in draft and should not appear in the Customer Invoices list. - Allow to open portal view of this sample invoice from the email sent (as any other invoice) / if complex, to check with AL - mark as done when the email is sent. Sale Application ================ help users configure the system in order to send the first quotation to a customer mockup: https://app.moqups.com/fgi@openerp.com/rP8gOb077Y/view remove current mechanism of company data completion when clicking Print button in the quotation form (e.g. with company logo not set). Signature: if Yes, activate the option in sales settings https://drive.google.com/a/odoo.com/file/d/1IoHn_3b4BbevKqdVajBWysn_jamQ1tAA/view?usp=drivesdk Payment: activate the option in sales settings + activate the selected payment acquirer background image: https://drive.google.com/a/odoo.com/file/d/1LXRrslRBEo8ma_1dFH8nTTlhiE1uPa-Z/view?usp=drivesdk see in https://projects.invisionapp.com/share/2MGSJ30H53F#/screens/290568105 Ecommerce Application ===================== help users go through all the config steps needed to start selling Add the bar in the ecommerce dashboard: https://drive.google.com/a/odoo.com/file/d/1NmFJXjYZXN2KdZ9Fv19cPqyq1v-1ehiJ/view?usp=drivesdk steps to implement: Theme (checked if a theme is installed) allow the user to change theme. When installing a new theme, uninstall any other theme installed (uninstall theme_common? what about community themes that don't use theme common?) Company Data [for eCommerce only] Payment Method (same screen than in invoices) Domain Name (set a custom domain name, only for saas users) -> display the domain config modal used in https://accounts.odoo.com/my/databases/manage: https://drive.google.com/a/odoo.com/file/d/1K_AYHJGHWBb2g08vq6ICDc2BHhErb5HI/view?usp=drivesdk Accounting Application ====================== Transform old config bar to new style config bar
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, Purchase Management, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
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