[IMP] essentials: iap rewrite

closes #8917

X-original-commit: 46d3bdc
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

Author: tiku-odoo

content/applications/essentials/in_app_purchase.rst

@@ -1,59 +1,191 @@
-=====================
-In-App Purchase (IAP)
-=====================
+======================
+In-app purchases (IAP)
+======================
 
-In-App Purchases (IAP) gives access to additional services through Odoo. For instance, it allows you
-to send SMS Text Messages or to send Invoices by post directly from your database.
+.. |IAP| replace:: :abbr:`IAP (In-app purchases)`
 
-.. _iap/buying_credits:
+In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its
+own specific features and functionality. A full list of services is available on the `Odoo IAP
+Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
 
-Buying Credits
-==============
+.. image:: in_app_purchase/iap.png
+   :align: center
+   :alt: The IAP catalog with various services available on IAP.Odoo.com.
 
-Each IAP Service relies on prepaid credits to work and has its own pricing. To consult your current
-balance or to recharge your account, go to :menuselection:`Settings --> Odoo IAP --> View my
-Services`.
+.. example::
+   The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the
+   :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and
+   resumes with optical character recognition (OCR) and artificial intelligence (AI).
 
-.. image:: in_app_purchase/image1.png
-   :align: center
+|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on
+the service in the app to activate it. However, each service requires its own prepaid credits, and
+when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it.
+
+.. 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.
 
-.. tip::
-   If you are on Odoo Online and have the Enterprise version, you benefit from free credits to test our
-   IAP features.
+.. _in_app_purchase/portal:
 
-IAP accounts
+IAP services
 ============
 
-Credits to use IAP services are stored on IAP accounts, which are specific to each service.
-By default, IAP accounts are common to all companies, but can be restricted to specific
-ones. Activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Technical
-Settings --> IAP Account`.
+|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses.
 
-.. image:: in_app_purchase/image2.png
-   :align: center
+The following |IAP| services are offered by Odoo:
+
+- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes
+  with OCR and AI.
+- :guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data.
+- :guilabel:`SMS`: sends SMS text messages to contacts directly from the database.
+- :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors
+  into quality leads and opportunities.
+- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
+- :guilabel:`Signer identification with itsme®️`: ask document signatories in Odoo *Sign* to provide
+  their identity using the *itsme®* identity platform, which is available in Belgium and the
+  Netherlands.
+
+For more information on every service currently available (offered from developers other than Odoo),
+visit the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
+
+Use IAP services
+----------------
+
+|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any
+settings. To use a service, simply interact with it wherever it appears in the database.
+
+.. example::
+   The following flow focuses on the *SMS* |IAP| service being used from a contact's record.
+
+   This can be done by clicking the :guilabel:`📱 SMS` icon within the database.
+
+   .. image:: in_app_purchase/sms-icon.png
+      :align: center
+      :alt: The SMS icon on a typical contact information form located within an Odoo database.
+
+   One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:
+
+   First, navigate to the :menuselection:`Contacts application`, and click on a contact with a
+   mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
+   contact form.
+
+   Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or
+   :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text
+   Message` pop-up window appears.
+
+   Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the
+   :guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what
+   was sent in the *chatter* of the contact's form.
+
+   Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically
+   deducted from the existing credits. If there are not enough credits to send the message, Odoo
+   prompts the user to purchase more.
+
+.. seealso::
+   For more information on how to use various |IAP| services, and for more in-depth instructions
+   related to SMS functionality in Odoo, review the documentation below:
+
+   - :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
+   - :doc:`Enrich your contacts base with Partner Autocomplete
+     <../sales/crm/optimize/partner_autocomplete>`
+   - :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`
+
+.. _in_app_purchase/credits:
+
+IAP credits
+===========
+
+Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts
+the purchase of more credits when there are not enough credits left to continue using a service.
+Email alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`.
 
-.. tip::
-   An IAP account can be disabled by appending `+disabled` to its token.
-   Reverting this change will re-enable the account.
+Credits are purchased in *Packs* from the `Odoo IAP Catalog
+<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service.
 
-IAP Portal
-==========
+.. example::
+   The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four packs available, in
+   denominations of:
 
-The IAP Portal is a platform regrouping your IAP Services. It is accessible from
-:menuselection:`Settings app --> Odoo IAP --> View my Services`. From there, you can view your current
-balance, recharge your credits and set a reminder when your balance falls below a threshold.
+   - :guilabel:`Starter Pack`: 10 credits
+   - :guilabel:`Standard Pack`: 100 credits
+   - :guilabel:`Advanced Pack`: 500 credits
+   - :guilabel:`Expert Pack`: 1,000 credits
 
-.. image:: in_app_purchase/image3.png
+   .. image:: in_app_purchase/packs.png
+      :align: center
+      :alt: Four different packs of credits for the SMS IAP service.
+
+   The number of credits consumed depends on the length of the SMS and the country of destination.
+
+   For more information, refer to the :doc:`SMS Pricing and FAQ
+   <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
+
+.. _iap/buying_credits:
+
+Buy credits
+-----------
+
+If there are not enough credits to perform a task, the database automatically prompts the purchase
+of more credits.
+
+Users can check the current balance of credits for each service, and manually purchase more credits,
+by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the
+:guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`.
+
+Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| services in the database.
+From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional
+credits can be purchased.
+
+Manually buy credits
+~~~~~~~~~~~~~~~~~~~~
+
+To manually buy credits in Odoo, follow these steps:
+
+First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...`
+bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the
+:guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My
+Services`.
+
+.. image:: in_app_purchase/view-services.png
    :align: center
+   :alt: The Settings app showing the Odoo IAP heading and View My Services button.
 
-Get notified when credits are low
-=================================
+Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
+database. From here, click an |IAP| service to open details about it; additional credits can be
+purchased from here.
 
-To be notified when it’s time to recharge your credits, you can go to your IAP Portal through
-:menuselection:`Settings app --> Odoo IAP --> View my Services`, unfold a service and check the
-Receive threshold warning option. Then, you can provide a minimum amount of credits and email
-addresses. Now, every time that the limit is reached, an automatic reminder will be sent by
-email!
+On the following page, click the :guilabel:`Buy Credit` button. Doing so loads a :guilabel:`Buy
+Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on the desired pack
+of credits. Then, follow the prompts to enter payment details, and confirm the order.
 
-.. image:: in_app_purchase/image4.png
+.. image:: in_app_purchase/buy-pack.png
    :align: center
+   :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
+
+Once the transaction is complete, the credits are available for use in the database.
+
+.. _in_app_purchase/low-credits:
+
+Low-credit notification
+~~~~~~~~~~~~~~~~~~~~~~~
+
+It is possible to be notified when credits are low, in order to avoid running out of credits, while
+using an |IAP| service. To do that, follow this process:
+
+Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar.
+Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My
+Services`.
+
+The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here,
+click on the desired |IAP| account to view that service's details.
+
+On the details page, tick the :guilabel:`Receive threshold warning` checkbox. Doing so reveals two
+fields on the form: :guilabel:`Warning Threshold` and :guilabel:`Contact Email`.
+
+In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo should use as the
+minimum threshold for this service. In the :guilabel:`Contact Email` field, enter the email address
+that receives the notification.
+
+Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the balance of credits falls
+below the amount listed as the :guilabel:`Warning Threshold`.