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 "Submit the Amazon MWS Developer Registration and Assessment Form"
msgstr ""
#: ../../sales/amazon_connector/apply.rst:10
msgid "In order to synchronize your Amazon orders with Odoo, Amazon MWS access keys are required. They can be obtained by submitting the **Amazon MWS Developer Registration and Assessment form** to register as a developer. Once recognized by Amazon as a developer (i.e. you make use of an application connecting to MWS), you will be granted Amazon MWS access keys."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:15
msgid "First, visit the `Amazon Marketplace Web Service documentation <http://docs.developer.amazonservices.com/en_US/dev_guide/DG_Registering.html>`_ and follow the instructions to register as a developer. Take care to choose the form \"I represent a seller organization integrating with Amazon MWS for its own selling account only.\"."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:20
msgid "Fill out the *Developer Registration and Assessment form* as suggested below and provide your own contact information in the **Developer contact information** section. In the **Business use information** section, select the correct region of your seller account. For the other sections, adapt your responses in accordance with your business case."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:25
msgid "Give a particular attention to **Merchant Fulfilled Shipping**. It should only be checked if you ship your products yourself. You should uncheck it if you sell exclusively with the *Fulfillment by Amazon* service. Please note that requesting this function is not recommended if you are hosted on *Odoo Online* or *Odoo.sh* as the additional security requirements asked by Amazon may not be met by Odoo."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:32
msgid "Depending on several factors (your region, whether you checked the **Merchant Fulfilled Shipping** function (i.e. you request access to Personally Identifiable Information of your customers), etc.), Amazon may request you to fill out a second form before granting you MWS access keys. As that form depends on the data protection policy of the region of your seller account (e.g. GDPR in Europe), we cannot provide you with a pre-filled form. Instead, the answers of questions related to Odoo are listed in the `Answer the Additional Form`_ section."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:40
msgid "If you need assistance for your application for Amazon MWS access keys, `submit a support ticket to Odoo <https://www.odoo.com/help>`_."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:46
msgid "Answer the Additional Form"
msgstr ""
#: ../../sales/amazon_connector/apply.rst:49
msgid "If you did not receive any additional form after your :ref:`initial application for Amazon MWS keys <amazon/developer-form>`, you may disregard this section."
msgstr ""
#: ../../sales/amazon_connector/apply.rst:52
msgid "This section lists all questions asked by Amazon in additional forms. The answers are tailored for *Odoo Online* and *Odoo.sh*. Wherever the answer does not depend on Odoo, you are requested to provide it yourself at the place indicated by square brackets."
msgid "If you are *not* hosted on Odoo, you should adapt the answers related to hosting according to your own infrastructure and data protection policy."
msgid "If you *are* hosted on Odoo, take note that Amazon is the final decision maker concerning your application. While Odoo can help you provide additional details to your application, it is not guaranteed that Amazon will find them adequate."
msgid "**Describe all functionalities in your application where Personally Identifiable Information (e.g. customer name, street address, billing address) is required.**"
msgid "**List all outside parties with whom your organization shares Amazon Information (e.g. information exposed by Amazon through Amazon MWS, Seller Central, or Amazon's public-facing websites) and describe how your organization shares this information.**"
msgid "We share Amazon Information with Odoo SA, our cloud service provider, for the exclusive purpose of hosting our enterprise management system (including the Amazon MWS integration). See also Odoo SA's Privacy Policy for details at https://www.odoo.com/privacy"
msgid "[Answer with the above text and add a description of your organization's policy regarding the sharing of Amazon Information with outside parties]"
msgid "We rely on Odoo S.A., our cloud service provider for our database security management. Their Security Policy can be found at https://www.odoo.com/security"
msgid "For instance, salespersons only have access to their own leads/quotes (and thus no access to quotes generated through the Amazon API). A salesmanager has access to all quotes/leads for reporting purposes (including quotes generated through the Amazon API). A quote will generate a delivery order which will be accessible to a 'normal' user of the Inventory application for him to be able to print the delivery label and pack the products."
msgid "Our enterprise software does not prevent employees from accessing the organization's data from personal devices. Role-based restrictions and access rights still apply."
msgid "**Describe how your organization backups or archives Amazon Information and provide details on how you encrypt this information (e.g., algorithm).**"
msgid "We rely on Odoo S.A., our cloud service provider for our database backups management. Their Service Level Agreement can be found at https://www.odoo.com/cloud-sla"
msgid "**Describe how your organization's incident response plan addresses database hacks, unauthorized access, and data leaks (a link to your policy is also acceptable).**"
msgid "[Add a description of your organization's incident response plan or a link to your incident response policy.]"
msgstr ""
#: ../../sales/amazon_connector/manage.rst:3
msgid "Manage Amazon orders in Odoo"
msgstr ""
#: ../../sales/amazon_connector/manage.rst:6
msgid "Synchronization of orders"
msgstr ""
#: ../../sales/amazon_connector/manage.rst:8
msgid "Orders are automatically fetched from Amazon and synchronized in Odoo at regular intervals. The synchronization is based on the Amazon status: only orders whose status has changed since the last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the same is done for **Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are created in Odoo if they are not yet registered."
msgstr ""
#: ../../sales/amazon_connector/manage.rst:16
msgid "If you did not request access to Personally Identifiable Information of your customers in the :ref:`Developer Registration and Assessment form <amazon/developer-form>`, the customers are created anonymously (the name, postal address and phone number are omitted) and named **Amazon Customer**."
msgstr ""
#: ../../sales/amazon_connector/manage.rst:21
msgid "When an order is canceled in Amazon and was already synchronized in Odoo, the corresponding sales order is canceled in Odoo. When an order is canceled in Odoo, a notification is sent to Amazon who will mark it as such in Seller Central and notify the customer."
msgid "To force the synchronization of an order whose status has not changed since the last synchronization, activate the :doc:`Developer mode <../../general/developer_mode/activate>`, navigate to your Amazon account and modify the date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status change of the order that you wish to synchronize and save."
msgid "To synchronize immediately the orders of your Amazon account switch to :doc:`Developer mode <../../general/developer_mode/activate>`, head to your Amazon account and click on **SYNC ORDERS**. The same can be done with order cancellations and pickings by clicking on **SYNC CANCELLATIONS** and **SYNC PICKINGS**."
msgid "When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a picking is created along with the sales order and the customer. You can either ship all the ordered products to your customer at once or ship products partially by using backorders."
msgid "When a picking related to the order is confirmed, a notification is sent to Amazon who will, in turn, notify the customer that the order (or a part of it) is on its way."
msgid "When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for each sales order item so that it is saved in your system. Inventory managers can find such moves in :menuselection:`Inventory --> Reporting --> Product Moves`. They pick up products in a specific inventory location called **Amazon**. This location represents your stock in Amazon's warehouses and allows you to manage the stock of your products under the FBA program."
msgid "To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after replenishing it. You can also trigger an automated replenishment from reordering rules on the Amazon location."
msgid "The Amazon location is configurable by Amazon account managed in Odoo. All accounts of the same company use the same location by default. It is however possible to follow the stock by marketplace. First, remove the marketplace for which you want to follow the stock separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another stock location to the second registration of your account."
msgid "You can issue invoices for Amazon orders in Odoo. Click **Create Invoice** in the sales order to do so. You can also do it in batch from the list view of orders. Then, confirm and send the invoices to your customers."
msgid "As the customer has paid Amazon as an intermediary, you should register invoice payments in a payment journal dedicated to Amazon (e.g. Amazon Payments, with a dedicated intermediary account). You can do the same with the vendor bill received from Amazon and dedicated to commissions. When you receive the balance on your bank account at the end of the month and record your bank statements in Odoo, you simply credit the Amazon intermediary account by the amount received."
msgid "As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick glances at the figures in just a few clicks in Sales reporting. By default, your account's sales team is shared between all of your company's accounts."
msgid "It is also possible to perform reporting on a per-marketplace basis in a similar fashion. First, remove the marketplace you wish to track separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another sales team to one of the two registrations of your account."
msgstr ""
#: ../../sales/amazon_connector/setup.rst:3
msgid "Configure Amazon Connector in Odoo"
msgstr ""
#: ../../sales/amazon_connector/setup.rst:6
msgid "Register your Amazon account in Odoo"
msgstr ""
#: ../../sales/amazon_connector/setup.rst:8
msgid "To register your seller account in Odoo, navigate to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts` and click on **CREATE**."
msgid "The **Seller ID** can be found in Seller Central under the link **Your Merchant Token** on the **Seller Account Information** page. The **Access Key** and the **Secret Key** can be found in Developer Central (where the :ref:`Developer Registration and Assessment form <amazon/developer-form>` was located)."
msgid "Once the account is registered, the marketplaces available to this account are synchronized and listed under the **Marketplaces** tab. If you wish, you can remove some items from the list of synchronized marketplaces to disable their synchronization."
msgid "When an Amazon order is synchronized, up to three sales order items are created in Odoo for each product sold on Amazon: one for the marketplace product, one for the shipping charges (if any) and one for the gift wrapping charges (if any)."
msgid "The selection of a database product for a sales order item is done by matching its **internal reference** with the **SKU** for marketplace items, the **shipping code** for delivery charges, and the **gift wrapping** code for gift wrapping charges."
msgid "For marketplace products, pairings are saved as **Amazon Offers** which are listed under the **Offers** stat button on the account form. Offers are automatically created when the pairing is established and are used for subsequent orders to lookup SKUs. If no offer with a matching SKU is found, :ref:`the internal reference is used instead <amazon/matching>`."
msgid "It is possible to force the pairing of a marketplace item with a specific product by changing either the product or the SKU of an offer. The offer can be manually created if it was not automatically done yet. This is useful if you do not use the internal reference as the SKU or if you sell the product under different conditions."
msgid "If no database product with a matching internal reference is found for a given SKU or gift wrapping code, a default database product **Amazon Sale** is used. The same is done with the default product **Amazon Shipping** and the shipping code."
msgid "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to the sales order items are those set on the product or determined by the fiscal position. Make sure to have set the correct taxes on your products in Odoo or to have it done by a fiscal position, to avoid discrepancies in the subtotals between Seller Central and Odoo."
msgid "As Amazon does not necessarily apply the same taxes as those configured in Odoo, it may happen that order totals differ by a few cents from that on Seller Central. Those differences can be resolved with a write-off when reconciling the payments in Odoo."
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."
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."
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."
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."
msgid "If you have a lot of products, the eBay API can sometimes refuse some synchronization calls due to a time-based limit on the number of requests that eBay enforces."
msgid "To fix this issue, a new implementation mechanism has been developped; however this updated mechanism is disabled by default to avoid having the 2 systems running in parallel in existing installations."
msgid "Activate the new synchronization actions (*Ebay: get new orders* which runs every 15min by default and *Ebay: synchronise stock (for 'get new orders' synchronisation)* which runs once a day per default)"
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 invoice 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 "From the sales app, create a quotation to the desired customer, and select the subscription product your previously created from the Subscriptions App."
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 "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Accounting --> 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 "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 "Product variants are used to manage products having different variations, like size, color, etc. It allows managing the product at the template level (for all variations) and at the variant level (specific attributes)."
msgid "**Price**: every product variant has its own public price that is computed based on the template price ($20) with an optional extra for every variant (+$3 for color red). However, you can define pricelist rules that apply on the template or the variant."
msgid "**Inventory**: the inventory is managed by product variant. You don't own t-shirts, you only own \"T-shirts, S, Red\", or \"T-Shirts, M, Blue\". For information purpose, on the product template form, you get the inventory that is the sum of every variant. (but the actual inventory is computed by variant)"
msgid "**Other fields**: most of the other fields belongs to the product template. If you update them, it updates automatically all the variants. (example: Income Account, Taxes)"
msgid "**eCommerce**: in your online shop, the customer will only see product templates in the catalog page. Once the visitor click on such a product, he will have options to choose amongst the variants (colors, sizes, …)"
msgid "**Manufacturing**: Using variants allows to define only one bill of material for a product template and slight variations for some of the variants. Example: instead of creating a Bill of Material for \"T-shirt, Red, S\", you create a bill of material for \"T-shirt\" and add some lines that are specific to the dimension S, and other lines specific to the color Red."
msgid "**Pricing**: The default price of a product is computed using the price of the product template and add the optional extra price on each dimension of the variant. This way, variant prices are easier to maintain since you don't have to set the price for every variant. However, it's possible to create pricelist rules to fix price per variants too."
msgid "Using variants may add a level of complexity on the way you use Odoo. You should consider using variants only if you need it to reduce the complexity of managing lots of products that are similars."
msgid "As an example, importing your initial product catalog is more complex if you use variants. You can't just import a list of products, you must import product templates and all their related variations."
msgid "In addition to that, you should also carefully select the dimensions that you manage as separate product templates and those as variants. As an example, a company having these products:"
msgid "In such a use case, you could create 1 template with three dimensions of variants (Layout, T-Shirts, Polos). But, it's recommended to create two different product templates as T-shirts may highly differ from polos or shirts and customer expect to see these as two different products in the e-Commerce:"
msgid "Before you can use product variants, you must first activate the product variants in the settings. To do so, you must go to the Sales app. In the menu :menuselection:`Configuration --> Settings`, locate the **Products Variants** line, and tick the option **Products can have several attributes**, then click on **Apply**."
msgid "Once you have activated the variant option, you can add variants to your products. To do so, go to the Sales module, :menuselection:`Sales --> Products`. It is also accessible from the Purchase and inventory modules."
msgid "In the product page, a new tab called Variants has appeared. The number in purple written on top is the number of variants this product currently has. To add new variants, click on the tile. In the new window, click on **Create**."
msgid "In **Attributes**, click on the rolldown menu and select the type of variance you wish to add. If the variant does not yet exist, you can create it on the fly by clicking on Create and edit…"
msgid "In the Attributes window, the **Value** field is the description of the attribute such as Green, Plastic or 32GB. The **Attribute** field is the type of variant such as Color, Material or Memory."
msgid "You can add a cost for the variant on the fly by adding it in the **Attribute Price Extra** field, or choose to modify it later. Click on **Save**."
msgid "By default, with the above product template, you get 15 different products (3 colors, 5 sizes). If the XXL size only exists for red and blue t-shirts, you can deactivate the white product variant."
msgid "To do this, click on the **Variants** button, select the XXL, White T-shirt. From the product form, uncheck the **Active** box of the T-shirt White, XXL."
msgid "Once you have activated the variant option, you can add variants to your products. To do so, go to the Sales module, open :menuselection:`Sales --> Products` and click on the product you want to modify. Click on the **Variant Prices** button to access the list of variant values."
msgid "Click on the variant name you wish to add a value to, to make the 3 fields editable. In the **Attribute Price Extra** field, add the cost of the variant that will be added to the original price."
msgid "When sending quotations, it is important to set a deadline to encourage your customers to act. Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also allow you to protect yourself in case you have to fulfill an order at a price that is no longer profitable for you."
msgid "It is also possible to add a deadline to every quotation template created. Whenever a specific quotation template is used in a quote, its associated deadline will be automatically applied. Be sure to check out our documentation about :doc:`quote_template` to excel in their use."
msgid "By clicking on the **Customer Preview** button, you will be able to see when the offer expires. For your information, the number of days will be the same as those mentioned in the quotation template."
msgid "With Odoo Sales, you can configure different addresses for delivery and invoicing. For some customers, it will be very practical to define specific billing and shipping addresses. Indeed, not everyone will have the same delivery location as the invoicing location."
msgid "When you create a quotation, you must add a customer. This customer can be a company or a person with specific billing and shipping addresses already defined and registered in the system, or it can be a new customer. In this case, you have to **Create and edit** the contact form for your new customer and link it, if necessary, to a company. In this contact form, you will be able to add, delete and modify invoice and delivery addresses."
msgid "If you select a customer with defined invoice and delivery addresses, Odoo will automatically use them to fill in the fields. Now, if you want to change it instantly, it is possible to do so directly from the quotation or the sales order."
msgid "Previously, we talked about the contact form that you can fill in directly from a quotation or a sales order to add billing and shipping addresses to customers. But, if you go to :menuselection:`Sales --> Orders --> Customers`, you can create or modify every customer you want and add, delete or modify invoice and delivery addresses instantly there, before creating a quotation."
msgid "Like for the previous example, go to :menuselection:`Sales --> Orders --> Customers` and create a new customer. There, you can add company information but, more importantly, you can enter billing and shipping addresses under the **Contacts & Addresses** tab."
msgid "Once done, you can return to your Sales dashboard and create a new quotation. Now, if you enter your new customer, you will see that the other fields will fill in by themself with the information previously saved for billing and shipping addresses."
msgid "In general, online payments are considered as a fast and secure alternative to traditional payment methods. It is generally cheaper, easier and faster than other payment methods. It is particularly useful and efficient for international transactions. With Odoo Sales, you can use online payments to get automatic orders confirmation. Online payments are made instantly, so it's very convenient and saves lots of time in a basic sales process."
msgid "There, you will have direct access to the **Payment Acquirers** page. It will allow you to select and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to check out our documentation about how to be paid with payment acquirers such as :doc:`../../ecommerce/shopper_experience/paypal`, :doc:`../../ecommerce/shopper_experience/authorize`, and others in the :doc:`../../ecommerce` documentation."
msgid "If you are familiar with this documentation: :doc:`quote_template`; you can activate or not the **Online Payment** feature for each template you use, under their confirmation tab."
msgid "After opening quotations from their received email, your customers will have different possibilities to make their online payments. For example:"
msgid "Online signatures are like electronic \"fingerprints\". By using them on Odoo, you will get automatic orders confirmation. You and your customers will save a lot of time by using this feature compared to a traditional process."
msgid "If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the **Online Signature** feature for each quotation template you use, under their confirmation tab. Example:"
msgid "When you send quotations to clients, they can instantly accept and sign it online. When they click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the field with an automated signature or load a file from their computer. Here below, it is an example of an automated signature:"
msgid "Once signed, you will have the possibility to choose your payment methods. Then, when the quotation will be paid and confirmed, a delivery order will be created automatically by Odoo."
msgid "The use of optional products is a marketing strategy for cross-selling products along with a core product. The aim is to offer useful and related products to your customers. For instance, if a customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging seats, or not to order such high-quality products and simply buy his car."
msgid "With Odoo Sales, it is possible to add or modify optional products directly on quotations (under the **Optional Products** tab, as you can see below)."
msgid "By clicking on the **Customer Preview** button, you will be able to see what your customers will have as possibilities after opening a quotation from their received email."
msgid "In practice, your customers will be able to add different optional products to their order by using associated carts, with a user-friendly layout. More than that, if a customer selects all the optional products suggested, these additional items will automatically fill in the quotation managed by the salesman."
msgid "Be sure to check out our documentation about :doc:`quote_template` to understand how you can enable, create, design and manage your own quotation templates before reading this part."
msgid "By creating custom quotation templates, you will save a lot of time. Indeed, with the use of templates, you will be able to send complete quotations at a fast pace."
msgid "For even more convenience, it is also recommended to add the **Quotation Builder** feature which will help you design your quotation templates very easily. This option will automatically install the Odoo Website App."
msgid "You can create a new template or edit an existing one. Once named, you will be able to select products and quantities as well as the expiration time of the quotation."
msgid "You will have the possibility to design your template and edit the customer interface in order to manage what clients will see before accepting and paying the quotation. For example, you will be able to describe your company, your services and your products. To do so, you can click on **Edit** and you will be brought to the quotation builder."
msgid "You can easily edit the content of your template by dragging & dropping different building blocks to organize your quotation. For example, you can add a content block to describe your products."
msgid "Templates facilitate the confirmation process by allowing customers to sign electronically or to pay online. You can activate these two options directly in the quotation 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."
