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| 1 | +=================================== |
| 2 | +How to write user doc |
| 3 | +=================================== |
| 4 | + |
| 5 | +How to figure out a topic |
| 6 | +========================= |
| 7 | +* The documentation must be like a cookbook (one page = one problem). |
| 8 | + Topics must focus on business concepts, not Odoo concepts. |
| 9 | + |
| 10 | +* Sometimes a single concept (payment term) may cover several business |
| 11 | + concepts, do 2 pages: |
| 12 | + |
| 13 | + * Cash discounts on customer invoices |
| 14 | + * Defining and using payment terms |
| 15 | + |
| 16 | + |
| 17 | +How to write titles |
| 18 | +=================== |
| 19 | +Talk "business need", not "how to use": |
| 20 | + |
| 21 | +* Bad title: How to create checks? |
| 22 | +* Good title: How to pay supplier bills by checks? |
| 23 | + |
| 24 | + |
| 25 | +How to structure a page |
| 26 | +======================= |
| 27 | +A good structure for the document is: |
| 28 | + |
| 29 | +* General Business concept |
| 30 | + |
| 31 | + * what is it? why should you use it? |
| 32 | + * explain concepts needed to understand the flow |
| 33 | +* Business flows in Odoo |
| 34 | +* Configuration if needed |
| 35 | + |
| 36 | + * simple flows |
| 37 | + * advanced flows |
| 38 | +* Specific use cases (questions) |
| 39 | +* Reporting |
| 40 | + |
| 41 | + |
| 42 | +How to write |
| 43 | +============ |
| 44 | + |
| 45 | +Who is the audience |
| 46 | +------------------- |
| 47 | +Target readers: lambda user, but not too stupid. |
| 48 | + |
| 49 | +* Don't explain how to create/delete documents |
| 50 | +* Focus on business concepts |
| 51 | + |
| 52 | +How to write good content |
| 53 | +------------------------- |
| 54 | +* The shorter the better |
| 55 | +* Not more than 80 char per row for easy technical reviews |
| 56 | +* Take clean screenshots (smaller possible, cut if needed, |
| 57 | + with red frames/circles to emphasize on important buttons, fields) |
| 58 | + |
| 59 | + * Name screenshots this way in the section media repo: |
| 60 | + app_topic_#.png (e.g. ecommerce_catalog_01.png, ecommerce_catalog_02.png) |
| 61 | + * All documents & screenshots must be based on latest Odoo version. |
| 62 | + |
| 63 | +.. image:: ./media/template_guidelines_01.png |
| 64 | + :align: center |
| 65 | + |
| 66 | +.. tip:: Tips are always good for advanced features and to make the main paragraph |
| 67 | + lighter. |
| 68 | + |
| 69 | +.. note:: When naming a button, write the text exactly like in the button, |
| 70 | + respecting the case. It's ok to have an uppercase here. When you use the |
| 71 | + name of a app, menu or field, put it *italic*. e.g. |
| 72 | + Once in *Sales Orders* menu, click the *More* Button. |
| 73 | + |
| 74 | +* Give navigation paths for advanced handlings: e.g. go to |
| 75 | + a :menuselection:`Inventory --> My Account --> Overview`. Just give the menu |
| 76 | + to use and a screenshot. NO NEED TO GO INTO THE DETAILS: e.g. it opens a |
| 77 | + list view, click on *Create* button, click on *Save*. Don't do that. |
| 78 | + |
| 79 | +* Include links to external documents: e.g. go to |
| 80 | + `Odoo Official Website <https://www.odoo.com>`_. |
| 81 | + |
| 82 | +* Redirect to a demo database in order to illustrate a concept better (use action xml_id) |
| 83 | + |
| 84 | +.. demo:action:: sale.action_orders |
| 85 | +
|
| 86 | + Create a Quotation |
| 87 | + |
| 88 | +* Add links to related business topics at the bottom (can be in others apps) |
| 89 | + |
| 90 | +.. seealso:: |
| 91 | + |
| 92 | + * :doc:`topic1` |
| 93 | + * :doc:`../sales/products_prices/prices/currencies` |
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