diff --git a/content/applications/general/in_app_purchase.rst b/content/applications/general/in_app_purchase.rst index d7a629c693..f5831b1e89 100644 --- a/content/applications/general/in_app_purchase.rst +++ b/content/applications/general/in_app_purchase.rst @@ -2,58 +2,142 @@ In-App Purchase (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. +In-App Purchases (IAP) are optional services that enhance Odoo databases. For example, the **SMS** +service sends text messages to contacts directly from the database, and the **Documents +Digitization** service digitizes scanned or PDF vendor bills, expenses, and resumes with optical +character recognition (OCR) and Artificial Intelligence. -.. _iap/buying_credits: +IAP services do not need to be configured or set up, but each service requires its own prepaid +credits. Odoo users receive free credits to test out each IAP service, but need to :ref:`buy more +` to keep using them. Each service has its own pricing and pack options listed on the +`Odoo IAP website `_. -Buying Credits -============== - -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`. - -.. image:: in_app_purchase/image1.png +.. image:: in_app_purchase/iap.png :align: center + :alt: Visit IAP.Odoo.com to review what services are available. -.. 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 `, then go to :menuselection:`Technical -Settings --> IAP Account`. - -.. image:: in_app_purchase/image2.png +The `Odoo IAP website `_ lists all IAP services +currently available, which include the following: + +- :guilabel:`AI generated call summary and transcript service`: call recording transcript service + for the Asterisk Plus application. +- :guilabel:`Amazon Odoo Connector`: establishes seamless integration between an Amazon Seller + Central Account and Odoo, allowing users to effectively manage their products and orders. +- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses and resumes + with OCR and Artifical Intelligence. +- :guilabel:`Lead Generation`: generates leads based on a set of criteria and enriches the company + data of opportunities. Converts web visitors into quality leads and opportunities. +- :guilabel:`PLE Reports`: PLE report generator in .txt and .xls file formats. +- :guilabel:`Partner Autocomplete`: automatically enriches contact base with corporate data. +- :guilabel:`Pleo`: pulls expenses from Pleo. +- :guilabel:`SMS`: sends SMS Text Messages to contacts directly from the database. +- :guilabel:`Signer identification with itsme®️`: adds an identification step in Odoo Sign's + signature flows and asks signatories to provide their identity through the itsme®️ identity + platform and their mobile device. +- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide. +- :guilabel:`eInvoice Service`: submits invoices to Invoice Registration Portal (IRP). + +Using 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 SMS service can be used on any contact that contains a phone number. + + #. Go to the contact's record. + #. Hover the mouse over the space to the right of the phone number until a :guilabel:`SMS 📱 + (phone)` icon appears. + #. Click the :guilabel:`SMS 📱 (phone)` icon. + #. In the :guilabel:`Send SMS Text Message` pop-up that appears, type a message and click + :guilabel:`Send SMS`. Odoo will send the message via SMS and log what was sent in the chatter. + + The prepaid credits for the SMS service are automatically deducted from the existing pool. If + there are not enough credits to send the message, Odoo will prompt the purchase of additional + credits. + +For more information on how to use each service, review the documentation below: + +.. seealso:: + - :doc:`Lead mining ` + - :doc:`Enrich your contacts base with Partner Autocomplete + ` + - :doc:`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 to continue using the service. Email +alerts can also be set up for when :ref:`credits are low `. + +Credits are purchased in "packs" from the `Odoo IAP website +`_, and pricing is specific to each service. + +.. example:: + The `SMS service `_ has four packs available for + purchase, in denominations of: + + - **10** credits + - **100** credits + - **500** credits + - **1,000** credits + + The number of credits consumed depends on the length of the SMS and the country of destination. + For more information on SMS pricing, click :doc:`here + `. + +.. _Buy credits: + +Buy credits +----------- + +To manually buy credits: + +#. Open the :guilabel:`Settings app`. +#. In the search bar, type :guilabel:`IAP`. +#. Click :guilabel:`View My Services`. +#. On the :guilabel:`IAP Account Settings` page, click on the service that needs more credits. +#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. + + - The balance of credits is displayed below the :guilabel:`Buy Credit` button. +#. Click :guilabel:`Buy` on the desired pack of credits, and follow the prompts to enter payment + details. +#. Once the transaction is complete, the credits will be available for use. + +.. image:: in_app_purchase/account-info.png :align: center + :alt: The Account Information page for an IAP service showing the Buy Credit button. .. tip:: - An IAP account can be disabled by appending `+disabled` to its token. - Reverting this change will re-enable the account. - -IAP Portal -========== + Users who have the Enterprise version of Odoo Online get free credits to test IAP features. -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. +.. _in_app_purchase/low-credits: -.. image:: in_app_purchase/image3.png - :align: center +Low-credit notification +----------------------- -Get notified when credits are low -================================= +To be notified when a service's credits are low: -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! +#. Open the :guilabel:`Settings app`. +#. In the search bar, type :guilabel:`IAP`. +#. Click :guilabel:`View My Services`. +#. On the :guilabel:`IAP Account Settings` page, click on the service that needs an alert. +#. On the :guilabel:`Account Information` page, click the :guilabel:`Warn Me` box. This causes two + more fields to appear. +#. In the :guilabel:`Threshold` field, type an amount. Odoo will send a notification email when the + balance falls below this amount. +#. In the :guilabel:`Email` field, type the email address that should receive the notification. +#. Click the :guilabel:`Save Manually (cloud)` icon on the top-left of the page. -.. image:: in_app_purchase/image4.png +.. image:: in_app_purchase/low-credits.png :align: center + :alt: Odoo will send an email alert when credits for this service fall below the threshold. diff --git a/content/applications/general/in_app_purchase/account-info.png b/content/applications/general/in_app_purchase/account-info.png new file mode 100644 index 0000000000..23111d3d3c Binary files /dev/null and b/content/applications/general/in_app_purchase/account-info.png differ diff --git a/content/applications/general/in_app_purchase/companies.png b/content/applications/general/in_app_purchase/companies.png new file mode 100644 index 0000000000..95a21aabba Binary files /dev/null and b/content/applications/general/in_app_purchase/companies.png differ diff --git a/content/applications/general/in_app_purchase/disable.png b/content/applications/general/in_app_purchase/disable.png new file mode 100644 index 0000000000..26cc26dc65 Binary files /dev/null and b/content/applications/general/in_app_purchase/disable.png differ diff --git a/content/applications/general/in_app_purchase/iap.png b/content/applications/general/in_app_purchase/iap.png new file mode 100644 index 0000000000..15bff8ebe6 Binary files /dev/null and b/content/applications/general/in_app_purchase/iap.png differ diff --git a/content/applications/general/in_app_purchase/image1.png b/content/applications/general/in_app_purchase/image1.png deleted file mode 100644 index 7710699a0d..0000000000 Binary files a/content/applications/general/in_app_purchase/image1.png and /dev/null differ diff --git a/content/applications/general/in_app_purchase/low-credits.png b/content/applications/general/in_app_purchase/low-credits.png new file mode 100644 index 0000000000..325dc9c000 Binary files /dev/null and b/content/applications/general/in_app_purchase/low-credits.png differ diff --git a/content/applications/general/in_app_purchase/packs.png b/content/applications/general/in_app_purchase/packs.png new file mode 100644 index 0000000000..2c090975f7 Binary files /dev/null and b/content/applications/general/in_app_purchase/packs.png differ diff --git a/content/applications/general/in_app_purchase/re-enable.png b/content/applications/general/in_app_purchase/re-enable.png new file mode 100644 index 0000000000..f6bced6b43 Binary files /dev/null and b/content/applications/general/in_app_purchase/re-enable.png differ diff --git a/content/applications/general/in_app_purchase/search.png b/content/applications/general/in_app_purchase/search.png new file mode 100644 index 0000000000..7d45706ba7 Binary files /dev/null and b/content/applications/general/in_app_purchase/search.png differ diff --git a/content/applications/general/in_app_purchase/settings.png b/content/applications/general/in_app_purchase/settings.png new file mode 100644 index 0000000000..f08af1af66 Binary files /dev/null and b/content/applications/general/in_app_purchase/settings.png differ