msgid "What is Portal access/Who is a portal user?"
msgstr ""
#: ../../sales/advanced/portal.rst:8
msgid "A portal access is given to a user who has the necessity to have access to Odoo instance, to view certain documents or information in the system."
msgid "From the main menu, select **Contacts** menu. If the contact is not yet created in the system, click on the create button to create new contact. Enter details of the contact and click \"save\"."
msgid "Enter the login **email ID**, check the box under **In Portal** and add the content to be included in the email in the text field box below. Click on **Apply** when you're done."
msgid "In order to list a product, you need to check the **use eBay** field on a product form. The eBay tab will be available."
msgstr ""
#: ../../sales/ebay/manage.rst:14
msgid "When the **Use Stock Quantity** field is checked, the quantity sets on eBay will be the Odoo **Forecast Quantity**."
msgstr ""
#: ../../sales/ebay/manage.rst:17
msgid "The **Description Template** allows you to use templates for your listings. The default template only use the **eBay Description** field of the product. You can use html inside the **Description Template** and in the **eBay Description**."
msgid "When the **use eBay** on a product with variations is checked and with **Fixed Price** as **Listing Type**, the eBay form is sligthly different. In the variants array, you can choose which variant will be listed on eBay as well as set the price and the quantity for each variant."
msgid "Products identifiers such as EAN, UPC, Brand or MPN are required in most of the eBay category. The module manages the EAN and UPC identifiers with the **Barcode** field of the product variant. If the **Barcode** field is empty or is value is not valid, the EAN and UPC values will be set as 'Does not apply' as recommended by eBay. The Brand and MPN values are working as item specifics and should be define in the **Variants** tab on the product form. If theses values are not set, 'Does not apply' will be used for the eBay listing."
msgid "In order to create your tokens, you need to create a developer account on the `developer portal <https://go.developer.ebay.com/>`_. Once you are logged in, you can create **Sandbox Keys** and **Production Keys** by clicking on the adequate buttons."
msgstr ""
#: ../../sales/ebay/setup.rst:16
msgid "After the creation of the keys, you can get the user token. To do so, click on the **Get a User Token** link in the bottom of the page. Go through the form, log in with you eBay account and you will get the keys and token needed to configure the module in Odoo."
msgstr ""
#: ../../sales/ebay/setup.rst:22
msgid "Set up tokens in Odoo?"
msgstr ""
#: ../../sales/ebay/setup.rst:24
msgid "To set up the eBay integration, go to :menuselection:`Sales --> Configuration --> Settings`."
msgstr ""
#: ../../sales/ebay/setup.rst:29
msgid "First choose if you want to use the production or the sandbox eBay Site. Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert Key**. Apply the changes."
msgstr ""
#: ../../sales/ebay/setup.rst:33
msgid "Once the page is reloaded, you need to synchronize information from eBay. Push on **Sync countries and currencies**, then you can fill in all the other fields."
msgstr ""
#: ../../sales/ebay/setup.rst:36
msgid "When all the fields are filled in, you can synchronize the categories and the policies by clicking on the adequate buttons."
msgid "A down payment is an initial, partial payment, with the agreement that the rest will be paid later. For expensive orders or projects, it is a way to protect yourself and make sure your customer is serious."
msgid "When you confirm a sale, you can create an invoice and select a down payment option. It can either be a fixed amount or a percentage of the total amount."
msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an consultant paying an hotel to work on the site of your client. As a company, you would like to be able to invoice that expense to your client."
msgid "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Invoicing --> Configuration --> Settings` and activate *Analytic Accounting*."
msgid "Under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
msgid "The benefits of using *Invoice on delivered quantity* depends on your type of business, when you sell material, liquids or food in large quantities the quantity might diverge a little bit and it is therefore better to invoice the actual delivered quantity."
msgid "You also have the ability to invoice manually, letting you control every options: invoice ready to invoice lines, invoice a percentage (advance), invoice a fixed advance."
msgid "If you set it in ordered quantities, you can invoice as soon as the sale is confirmed. If however you selected delivered quantities, you will first have to validate the delivery."
msgid "Once the products are delivered, you can invoice your customer. Odoo will automatically add the quantities to invoiced based on how many you delivered if you did a partial delivery."
msgid "Milestone invoicing can be used for expensive or large-scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. This invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several installments."
msgid "A pro-forma invoice is an abridged or estimated invoice in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment."
msgid "When you confirm the sale the subscription will be created automatically. You will see a direct link from the sales order to the Subscription in the upper right corner."
msgid "Time and Materials is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change."
msgid "This is opposed to a fixed-price contract in which the owner agrees to pay the contractor a lump sum for the fulfillment of the contract no matter what the contractors pay their employees, sub-contractors, and suppliers."
msgid "For this documentation I will use the example of a consultant, you will need to invoice their time, their various expenses (transport, lodging, ...) and purchases."
msgid "In *Project* you will use timesheets, to do so go to :menuselection:`Project --> Configuration --> Settings` and activate the *Timesheets* feature."
msgid "From a product page set as a service, you will find two options under the invoicing tab, select both *Timesheets on tasks* and *Create a task in a new project*."
msgid "under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
msgid "You will need the *Purchase Analytics* feature, to activate it, go to :menuselection:`Invoicing --> Configuration --> Settings` and select *Purchase Analytics*."
msgid "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> Settings`. As admin, you need *Adviser* access rights on Invoicing/Accounting apps."
msgid "To activate a new currency, go to :menuselection:`Accounting --> Configuration --> Currencies`, select it in the list and press *Activate* in the top-right corner. Now it will show up in currencies drop-down lists."
msgid "The conversion rates can be found in :menuselection:`Accounting --> Configuration --> Currencies`. They can be updated from Yahoo or the European Central Bank at your convenience: manually, daily, weekly, etc. See :menuselection:`Accounting --> Settings`."
msgid "Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business. A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. You can set several critarias to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc."
msgid "As pricelists only suggest prices, they can be overridden by vendors completing sales orders. Choose your pricing strategy from :menuselection:`Sales --> Settings`."
msgid "To apply several prices per product, select *Different prices per customer segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab in the product detail form. You can settle following strategies."
msgid "The default pricelist applied to any new customer is *Public Pricelist*. To segment your customers, open the customer detail form and change the *Sale Pricelist* in the *Sales & Purchases* tab."
msgid "*Advanced pricing based on formula* allows to set price change rules. Changes can be relative to the product list/catalog price, the product cost price, or to another pricelist. Changes are calculated via discounts or surcharges and can be forced to fit within floor (minumum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars)."
msgid "Once installed go to :menuselection:`Sales --> Configuration --> Pricelists` (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use e-Commerce)."
msgid "Each pricelist item can be associated to either all products, to a product internal category (set of products) or to a specific product. Like in second option, you can set dates and minimum quantities."
msgid "Pricelists can be set by countries group. Any new customer recorded in Odoo gets a default pricelist, i.e. the first one in the list matching the country. In case no country is set for the customer, Odoo takes the first pricelist without any country group."
msgid "In case of discount, you can show the public price and the computed discount % on printed sales orders and in your eCommerce catalog. To do so:"
msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, etc.)."
msgid "Don't change labels of columns you want to import. Otherwise Odoo won't recognize them anymore and you will have to map them on your own in the import screen."
msgid "To add new columns,Feel free to add new columns but the fields need to exist in Odoo. If Odoo fails in matching the column name with a field, you can make it manually when importing by browsing a list of available fields."
msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations you need to import the records of the related object first from their own list menu."
msgid "You can do it using either the name of the related record or its ID. The ID is expected when two records have the same name. In such a case add \" / ID\" at the end of the column title (e.g. for product attributes: Product Attributes / Attribute / ID)."
msgid "As you send quotations, it is important to set a quotation deadline, both to entice your customer into action with the fear of missing out on an offer and to protect yourself. You don't want to have to fulfill an order at a price that is no longer cost effective for you."
msgid "You can also set a default deadline in a *Quotation Template*. Each time that template is used in a quotation, that deadline is applied. You can find more info about quotation templates `here <https://docs.google.com/document/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit>`_."
msgid "In Odoo you can configure different addresses for delivery and invoicing. This is key, not everyone will have the same delivery location as their invoice location."
msgid "If you select a customer with an invoice and delivery address set, Odoo will automatically use those. If there's only one, Odoo will use that one for both but you can, of course, change it instantly and create a new one right from the quotation or sales order."
msgid "If you want to add them to a customer before a quotation or sales order, they are added to the customer form. Go to any customers form under :menuselection:`SALES --> Orders --> Customers`."
msgid "You can find various documentation about how to be paid with payment acquirers such as `Paypal <../../ecommerce/shopper_experience/paypal>`_, `Authorize.Net (pay by credit card) <../../ecommerce/shopper_experience/authorize>`_, and others under the `eCommerce documentation <../../ecommerce>`_."
msgid "You can use online signature to get orders automatically confirmed. Both you and your customer will save time by using this feature compared to a traditional process."
msgid "If you are using `quotation templates <https://drive.google.com/open?id=11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY>`_, you can also pick a default setting for each template."
msgid "The use of suggested products is an attempt to offer related and useful products to your client. For instance, a client purchasing a cellphone could be shown accessories like a protective case, a screen cover, and headset."
msgid "If you often sell the same products or services, you can save a lot of time by creating custom quotation templates. By using a template you can send a complete quotation in no time."
msgid "You can then create or edit an existing one. Once named, you will be able to select the product(s) and their quantity as well as the expiration time for the quotation."
msgid "On each template, you can also specify discounts if the option is activated in the *Sales* settings. The base price is set in the product configuration and can be alterated by customer pricelists."
msgid "You can edit the customer interface of the template that they see to accept or pay the quotation. This lets you describe your company, services and products. When you click on *Edit Template* you will be brought to the quotation editor."
msgid "This lets you edit the description content thanks to drag & drop of building blocks. To describe your products add a content block in the zone dedicated to each product."
msgid "Templates also ease the confirmation process for customers with a digital signature or online payment. You can select that in the template itself."
msgid "Specifying Terms and Conditions is essential to ensure a good relationship between customers and sellers. Every seller has to declare all the formal information which include products and company policy; allowing the customer to read all those terms everything before committing to anything."
msgid "A good idea is to share more detailed or structured conditions is to publish on the web and to refer to that link in the terms & conditions of Odoo."
msgid "You can also attach an external document with more detailed and structured conditions to the email you send to the customer. You can even set a default attachment for all quotation emails sent."
