[IMP] spreadsheet: remove default templates

task-4278043

closes #11942

X-original-commit: 5cb47dc
Signed-off-by: Audrey Vandromme (auva) <[email protected]>
Signed-off-by: Siobhan McGonigle (mcsi) <[email protected]>

Author: mcsi-odoo

content/applications/productivity/documents.rst

@@ -202,11 +202,14 @@ Link
 To add a link to your documents dashboard, click :icon:`fa-link` :guilabel:`Link`, enter the
 :guilabel:`URL`, and :guilabel:`Name` it.
 
+.. _documents/documents/spreadsheet:
+
 Spreadsheet
 ~~~~~~~~~~~
 
-To create a new :doc:`spreadsheet <spreadsheet>`, click :guilabel:`Spreadsheet`. You can select
-a :guilabel:`Blank spreadsheet` or an :doc:`existing template <spreadsheet/templates>`.
+To create a new :doc:`spreadsheet <spreadsheet>`, select the workspace where the file should be
+stored, click the :guilabel:`New` button, then :guilabel:`Spreadsheet`. You can create a
+:guilabel:`Blank spreadsheet` or select an :doc:`existing template <spreadsheet/templates>` to use.
 
 Share
 -----

content/applications/productivity/spreadsheet.rst

@@ -19,7 +19,7 @@ can:
 - :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) <spreadsheet/insert>`.
 - :doc:`Use global filters <spreadsheet/global_filters>`.
 - :doc:`Use formulas and functions <spreadsheet/functions>`.
-- :doc:`Use default templates or create new ones <spreadsheet/templates>`.
+- :doc:`Create and use templates <spreadsheet/templates>`.
 - Format data.
 - Sort and filter data.
 

content/applications/productivity/spreadsheet/templates.rst

@@ -2,126 +2,47 @@
 Templates
 =========
 
-Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch.
-
-Several pre-built templates are available when creating a new spreadsheet from the **Documents**
-app, such as:
-
-- :ref:`budget reports <templates/budget-reports>`,
-- :ref:`pipeline revenue reports <templates/pipeline-reports>`, or
-- :ref:`sales commission report <templates/sales-commission>`.
-
-.. image:: templates/report-templates.png
-   :alt: View of all the default templates
-
-You can also :ref:`save any spreadsheet as a template <templates/save>` and :ref:`manage and edit
-existing templates <templates/manage>`.
-
-Default templates
-=================
-
-.. _templates/budget-reports:
-
-Accounting: budget reports
---------------------------
-
-Budget reports compare a company's actual spending with its budget over a defined period. Two
-templates are available: one uses quarterly intervals (:guilabel:`Budget Report (Quarterly)`), while
-the other uses monthly intervals (:guilabel:`Budget Report (Monthly)`).
-
-.. image:: templates/budget-report.png
-   :alt: Extract of a budget report
-
-The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of money
-made and spent over the corresponding period (month or quarter). The data is taken from posted
-journal items under :ref:`income and expense accounts <chart-of-account/type>`.
-
-.. warning::
-   Journal items under the :guilabel:`Other Income` account type are not considered when collecting
-   data.
-
-To analyze your budget's performance, fill the cells under the :guilabel:`Budget` column with how
-much money you expect to make (:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over
-the related period and per account. Then, the performance (:guilabel:`Perf.`) column compares
-:guilabel:`Actuals` data to their corresponding budget, expressed as a percentage.
-
-Lastly, the :guilabel:`Net Profit` row represents the total :guilabel:`Income` minus the total
-:guilabel:`Expenses` for the :guilabel:`Actuals` and :guilabel:`Budget` columns.
-
-.. _templates/pipeline-reports:
-
-CRM: pipeline revenue reports
------------------------------
-
-Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue Report (Monthly)` is
-dedicated to one-time revenue (:abbr:`NRR (non-recurring revenue)`), while the :guilabel:`MRR/NRR
-Pipeline Revenue Report (Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly
-recurring revenue)`).
-
-.. tip::
-   Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> Configuration -->
-   Settings`.
-
-.. image:: templates/pipeline-revenue.png
-   :alt: Extract of a pipeline revenue report
-
-The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of
-monthly revenue from **won** opportunities.
-
-To compute the revenue performance, fill in the monthly revenue targets.
-
-- For the :guilabel:`Revenue by Team` sheet, fill in the cells under the :guilabel:`Target` columns
-  for each sales team.
-- For the :guilabel:`Revenue by Salesperson` sheet, open the :guilabel:`Targets` sheet and fill in
-  the cells next to each salesperson. Use the :guilabel:`Monthly Factor` table below to adapt the
-  main targets depending on the month of the year.
-
-Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their related
-budget, expressed as a percentage.
-
-Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of leads multiplied by their
-:guilabel:`Probability` percentage.
+Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
+example, you could create a template for a monthly budget report or a quarterly sales commission
+report.
 
 .. note::
-   For actuals and forecasts:
-
-   - The :guilabel:`Expected Closing` date found on leads is used to assign them to a month.
-   - The recurring monthly revenue is used even if the recurring plan's number of months is set to
-     a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months.
-
-.. _templates/sales-commission:
+   Templates are available to all users on the database.
 
-Sales: sales commission
------------------------
+.. _spreadsheet/templates/create:
 
-This report presents the monthly commission earned or due to each salesperson.
+Create a template
+=================
 
-.. image:: templates/sales-commission.png
-   :alt: Extract of a sales commission report
+Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one
+<documents/documents/spreadsheet>`. From the menu bar, click :menuselection:`File -->
+Save as template`. Modify the default :guilabel:`Template Name` if needed and click
+:guilabel:`Confirm`.
 
-The :guilabel:`Rate` column is pre-filled with the percentage rate from the :guilabel:`Rates` tab,
-which can be customized for each product category according to the company's policy. Adjusting the
-rate for a specific product category automatically updates the commission amount for that category.
+.. important::
+   Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
+   saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit
+   the template <spreadsheet/templates/manage>`.
 
-The :guilabel:`Invoiced` column shows the total amount of untaxed invoices grouped by salesperson
-and month.
+You can also create a template by :ref:`making a copy of an existing template and editing it
+<spreadsheet/templates/manage>`.
 
-Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced amount with the rate
-percentage.
+.. _spreadsheet/templates/use:
 
-.. _templates/save:
+Use templates
+=============
 
-Save a spreadsheet as a template
-================================
+To create a new spreadsheet using a template, open the Documents app and click
+:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`.
 
-Any spreadsheet can be saved as a template. From the menu bar, click :menuselection:`File --> Save
-as template`. Modify the default :guilabel:`Template Name` if necessary and click
-:guilabel:`Confirm`.
+Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then,
+on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`.
 
 .. note::
-   Templates are available to all users on the database.
+   By default, the new spreadsheet inherits the name of the template, which is shown at the top of
+   the screen. To rename the spreadsheet, click the name and edit it.
 
-.. _templates/manage:
+.. _spreadsheet/templates/manage:
 
 Manage and edit templates
 =========================
@@ -130,9 +51,19 @@ Manage templates by going to :menuselection:`Documents --> Configuration --> Spr
 Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
 templates in the database.
 
-To edit an existing template, click `✎ Edit` next to the desired template. Modifications are
-automatically saved.
+Various actions are possible:
+
+- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of
+  the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to
+  edit it.
+
+- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil`
+  :guilabel:`Edit`, then making the required changes. Modifications are
+  automatically saved.
+
+- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog`
+  :guilabel:`Actions`, then :guilabel:`Delete`.
 
 .. tip::
-   Use the download button under the :guilabel:`Data` column to export a template in JSON format.
-   The file can be imported into another database.
+   Use the download button under the :guilabel:`Spreadsheet file` column to export a template in
+   JSON format. The file can be imported into another database.