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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 13.0\n"
"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2021-06-14 16:05+0200\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
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#: ../../content/applications/services.rst:5
#: ../../content/services.rst:5
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msgid "Services"
msgstr ""
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#: ../../content/applications/services/fsm.rst:5
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msgid "Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/helpdesk.rst:5
#: ../../content/applications/services/helpdesk.rst:5
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msgid "Helpdesk"
msgstr ""
#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:3
msgid "Plan Onsite Interventions from Helpdesk Tickets"
msgstr ""
#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:4
msgid "The integration with the Helpdesk application lets your helpdesk team manage interventions requests directly. It speeds up processes as you can plan field services tasks from tickets."
msgstr ""
#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:8
#: ../../content/applications/services/fsm/sales/create_quotations.rst:8
#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:9
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:9
msgid "Enable the feature"
msgstr ""
#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:9
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams --> Edit` and enable :menuselection:`Onsite Interventions --> Save`."
msgstr ""
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#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:None
#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:None
msgid "Tasks from tickets in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/helpdesk/plan_onsite.rst:17
msgid "Now once your helpdesk team needs, they have the option to *Plan Intervention* from tickets."
msgstr ""
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#: ../../content/applications/services/fsm/overview.rst:5
#: ../../content/applications/services/helpdesk/overview.rst:5
#: ../../content/applications/services/planning/overview.rst:5
#: ../../content/applications/services/project/overview.rst:5
#: ../../content/applications/services/timesheets/overview.rst:5
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msgid "Overview"
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:3
msgid "Invoicing Time and Material to Customers"
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:4
msgid "Track the exact time spent on a task and give customers the ability to sign their worksheet report onsite. Invoice customers as soon as the work is complete, leaving you, and the customer, with the confidence that they will be charged for the exact right hours and material used."
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:9
msgid "Get the exact time spent on a task"
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:10
msgid "Click on *Start* to launch the timer. You can *Pause* at any moment and *Resume* when you would like to continue."
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:None
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:None
msgid "Timesheet Timer in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:17
msgid "Click on *Stop* once the work is done to confirm the total time spent and add a description."
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:24
msgid "Sign and send reports & validate stock-picking"
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:25
msgid "Now, fill your *Worksheet* and add the used products clicking on *Products*."
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:None
msgid "Sign and send reports in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:31
msgid "Click on *Start* if you need to record additional time for the same activity. The time recorded will be added to the already created and signed worksheet. Then, create a new invoice for the time added."
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:34
msgid "*Mark as done* to close the task and to invoice your intervention. It also validates the stock-picking keeping your inventory up-to-date."
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:37
msgid "*Sign Report* generates a detailed worksheet report for the customer to sign. Send it through email clicking on *Send Report*."
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:41
msgid "Invoice your time and material"
msgstr ""
#: ../../content/applications/services/fsm/overview/invoicing_time.rst:42
msgid "Under :menuselection:`All Tasks --> To Invoice`, find a list of all tasks marked as done but that have not been invoiced. Convenient feature as it allows accountants to easily access all finished tasks at once."
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:None
msgid "Invoice Tasks in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:52
msgid "Invoice all tasks at once selecting them all and going to :menuselection:`Action --> Create Invoice`."
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:None
msgid "Invoice Task in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/invoicing_time.rst:60
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msgid ":doc:`/applications/services/project/advanced/feedback`"
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msgstr ""
#: ../../content/applications/services/fsm/overview/keep_track.rst:3
msgid "Keeping Track of Stock"
msgstr ""
#: ../../content/applications/services/fsm/overview/keep_track.rst:4
msgid "The integration with the Inventory application makes possible to track the material used and automatically keep your stock up to date."
msgstr ""
#: ../../content/applications/services/fsm/overview/keep_track.rst:8
msgid "Set up your Field Service project"
msgstr ""
#: ../../content/applications/services/fsm/overview/keep_track.rst:9
msgid "Go to :menuselection:`Field Service --> Configuration --> Projects` and make sure the option *Products on Tasks* is enabled."
msgstr ""
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#: ../../content/applications/services/fsm/overview/keep_track.rst:None
#: ../../content/applications/services/fsm/overview/keep_track.rst:None
msgid "Keep track of stock in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/keep_track.rst:15
msgid "Now, add the materials used in the intervention to the worksheet, and once the task is *Marked as done*, the stock-picking is automatically validated and the inventory evaluation is automatically updated."
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:3
msgid "Manage your Employees’ Schedules and Time Off"
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:4
msgid "The integration with the *Time off* application allows you to quickly see your employees’ availabilities. It will avoid conflicts and errors between employees schedules and interventions."
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:8
msgid "Effortlessly see employees’ time off"
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:9
msgid "No configuration needs to be done. Once the employees’ time has been validated in the *Time off* application, cells will be grayed for those days in your Gantt view."
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:13
msgid "It also adapts to the working calendar of the employee. Example: the employee works part-time (from Monday to Wednesday). So, Thursday and Friday will also be greyed, in addition to the weekends."
msgstr ""
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#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:None
msgid "Employees' Time off in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:20
msgid "Easily manage employees’ schedules"
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:21
msgid "From the Gantt view (under *Planning by User, Project or Worksheet*), click on the plus sign to add a new task or on the magnifying glass to plan an existing one."
msgstr ""
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#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:None
msgid "Manage employees' schedules in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:29
msgid "Unassigned tasks"
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:30
msgid "If you need to plan an intervention but you do not know yet who will take care of it, you can leave the task unassigned. It will still be shown in the Gantt view. Simply drag and drop the responsible person he can be assigned."
msgstr ""
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#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:None
msgid "Unassigned tasks in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:39
msgid "Create projects per team, or per working site, and have a more accurate and dynamic database."
msgstr ""
#: ../../content/applications/services/fsm/overview/manage_employees_schedule.rst:42
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msgid ":doc:`/applications/services/project/overview/setup`"
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msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:3
msgid "Planning an Itinerary"
msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:5
msgid "Having an itinerary being shown based on the chronological order of the activities and on the best route to take, makes employees’ life easier and the workload more efficient."
msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:9
msgid "Have an itinerary displayed directly in Odoo"
msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:10
msgid "Go to *Settings* and under *Map view* click on *Get token*."
msgstr ""
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#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:None
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:None
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:None
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:None
msgid "Configure Mapbox for Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:15
msgid "Click on :menuselection:`Start mapping for free --> fill the Username, email and password fields --> agree with their Terms of Service and Privacy Policy --> Get started`. You will be redirected to your account. Scrolling the page down you will find *Access tokens*. Copy the *Default public token*."
msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:24
msgid "Back in Odoo, paste it on :menuselection:`Token --> Save`."
msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:29
msgid "Now, your maps will show the itinerary based on the scheduled time and best route."
msgstr ""
#: ../../content/applications/services/fsm/overview/planning_itinerary.rst:36
msgid "This is an optional feature, as you can still have access to a map view without a Mapbox account."
msgstr ""
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#: ../../content/applications/services/fsm/sales.rst:5
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msgid "Sales"
msgstr ""
#: ../../content/applications/services/fsm/sales/create_quotations.rst:3
msgid "Create Quotations from Tasks"
msgstr ""
#: ../../content/applications/services/fsm/sales/create_quotations.rst:4
msgid "Allowing quotations to be created from tasks delivers a more efficient service as it allows space for preventive actions, while making the flow easy for employees."
msgstr ""
#: ../../content/applications/services/fsm/sales/create_quotations.rst:9
msgid "First, go to :menuselection:`Field Service --> Configuration --> Settings` and enable the option *Extra Quotations*."
msgstr ""
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#: ../../content/applications/services/fsm/sales/create_quotations.rst:None
#: ../../content/applications/services/fsm/sales/create_quotations.rst:None
#: ../../content/applications/services/fsm/sales/create_quotations.rst:None
msgid "Create quotations in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/sales/create_quotations.rst:16
msgid "Second, go to :menuselection:`Configuration --> Projects` and enable *Extra Quotations*."
msgstr ""
#: ../../content/applications/services/fsm/sales/create_quotations.rst:23
msgid "You can now create *New Quotations* directly from your tasks."
msgstr ""
#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:3
msgid "Create Onsite Interventions Tasks from Sales Orders"
msgstr ""
#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:4
msgid "By allowing your sales team to open onsite interventions tasks will create a seamless experience for your customers. It also allows them to first receive a quotation with the materials that will be used plus the service price to be approved before the work even starts."
msgstr ""
#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:10
msgid "Go to :menuselection:`Sales --> Products --> Create` or edit an existing one. Select: under :menuselection:`General Information --> Product Type: Service`; under :menuselection:`Sales --> Service Invoicing Policy: Timesheet on task --> Service Tracking: Create a task in an existing project --> Project --> Worksheet Template --> Save`."
msgstr ""
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#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:None
#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:None
msgid "Onsite Interventions from Sales Order in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:19
msgid "Now, once you have *Confirmed* a *quotation*, a task will be created in the respective project you have chosen."
msgstr ""
#: ../../content/applications/services/fsm/sales/onsite_tasks_from_sales_orders.rst:28
msgid "One of the greatest benefits here is that you can have different *Worksheets Templates* under the same project and product, for example."
msgstr ""
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#: ../../content/applications/services/fsm/worksheets.rst:5
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msgid "Worksheets"
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:3
msgid "Customize Worksheet Reports"
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:4
msgid "Personalizing your customer reports, also called *worksheets*, allows you to have different descriptions of the work for each type of intervention. It speeds up the flow for your employees while giving customers a detailed summary, which can be reviewed and signed onsite."
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:10
msgid "Go to :menuselection:`Field Service --> Configuration` and enable :menuselection:`Worksheet Templates --> Save`."
msgstr ""
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#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:None
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:None
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:None
msgid "Custom Worksheet in Odoo Field Service"
msgstr ""
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#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:18
msgid "Designing worksheets"
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:19
msgid "Under :menuselection:`Configuration --> Worksheet Templates`, click on *Create* and start to *Design Worksheet Template*. You will be redirected to the *Studio* application."
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:27
msgid "With the freedom of *Studio*, drag and drop fields to create a report tailored to your needs. Once you are done, click on *Close* and get an overview of the work done."
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:30
msgid "*Worksheets* is where you can see how many times the worksheet has been used/completed under a task. *Analysis* examines all the worksheets under that given template and generates a graph."
msgstr ""
#: ../../content/applications/services/fsm/worksheets/customize_worksheets.rst:38
msgid "`Studio Basics <https://www.odoo.com/slides/slide/studio-basics-710?fullscreen=1>`_"
msgstr ""
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#: ../../content/applications/services/helpdesk/advanced.rst:5
#: ../../content/applications/services/project/advanced.rst:5
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msgid "Advanced"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
msgid "After Sales Features"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
msgid "As your business grows, having the right tool to support your helpdesk team on recording, tracking and managing issues raised easy and efficiently, is key. Odoo’ s Helpdesk application allows you to generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite interventions from a ticket’ s page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
msgid "Set up the after sales services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
msgid "Generate credit notes from tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
msgid "You can use a credit note to refund a customer or adjust the amount due. For that, simply go to your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* generates a credit note, and you can *Post* it while still being in the *Helpdesk* app."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
msgid "Allow product returns from tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:32
msgid "The process of a product return from your customer back to your warehouse is taken into action when, at the ticket page, you choose the option *Return*."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:39
msgid "Grant coupons from tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:41
msgid "First, be sure to have your *Coupon Program* planned in the *Sales* or *Website* application. Then, in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
msgid "Repairs from tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:50
msgid "Clicking on *Repair* option, on your ticket page, a new repair order form is shown. Fill in the information as needed and choose the next step."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:57
msgid "Plan onsite interventions from tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:59
msgid "At the ticket's page click on *Plan Intervention*, and set up your onsite intervention exactly the same way as if you were on the *Field Service* application."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
msgid ":doc:`../../fsm/overview/invoicing_time`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:68
msgid "`Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:69
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msgid ":doc:`/applications/inventory_and_mrp/manufacturing/repair/repair`"
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msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
msgid "Allow Customers to Close their Tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
msgid "Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about when an issue is considered solved, or not. It makes communication and actions more efficient."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:9
msgid "Configure the feature"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:11
msgid "To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit` and enable *Ticket closing*."
msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:None
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:None
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:None
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:None
msgid "Ticket closing in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:18
msgid "In order to designate to which stage the ticket migrates to once it is closed, go to :menuselection:`Helpdesk --> Overview --> Tickets`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:25
msgid "You can either create a new Kanban stage or work with an existing one. For both scenarios, go to :menuselection:`Helpdesk --> Settings --> Edit Stage` and enable *Closing Stage*."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:32
msgid "If a closing stage is not specified, by default, the ticket is moved to the last stage; contrarily, if you have more than one stage set as closing, the ticket is put in the first one."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:36
msgid "The Costumer Portal"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:38
msgid "Now, once the user logs into his Portal, the option *Close this ticket* is available."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:45
msgid "Get reports on tickets closed by costumers"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:47
msgid "To do an analysis of the tickets that have been closed by costumers go to :menuselection:`Helpdesk --> Reporting --> Tickets --> Filters --> Add Custom filter --> Closed by partner --> Applied`."
msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:None
msgid "Reports on Ticket closing in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:3
msgid "Forum and eLearning"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:6
msgid "Forum"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:8
msgid "To go above and beyond email, live chat, web forms, and phone lines, offer your customers a support forum. This way, customers might become more attached to your company as they would be investing time to get into details of your business. You also encourage the exchange of experiences and knowledge, supporting the feeling of belonging to a community (your community!)."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:14
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:52
#: ../../content/applications/services/helpdesk/overview/ratings.rst:10
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:11
#: ../../content/applications/services/project/advanced/feedback.rst:11
msgid "Set up"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:16
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Team` and enable *Help Center*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
msgid "Overview of the settings page of a helpdesk team emphasizing the help center feature in\n"
"Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:23
msgid "Create, or edit a forum by clicking on the external link. Among the editing options, choose if you would like the *Forum Mode* to be *Questions*: only one answer is allowed per question or *Discussions*: multiple answers are allowed per question."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
msgid "Overview of a forum’ s settings page in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:31
msgid "From now on, logged in users can start their discussions. To keep track of posts, go to :menuselection:`Website --> Forum --> Posts`."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
msgid "Overview of the Forums page of a website to show the available ones in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:38
msgid "Turn tickets into forum posts by simply clicking on *Share on the Forum* on the ticket's page."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:45
msgid "eLearning"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:47
msgid "In addition to a forum, offer online courses. When doing so, you link your customers and users’ needs and questions to useful content, helping to boost efficiency as they can also find their answers there."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:54
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *eLearning*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
msgid "Overview of the settings page of a customer care team emphasizing the feature elearning in\n"
"Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:61
msgid "Once the structure and content of your course are ready, *Publish* it by clicking on *Unpublished*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
msgid "View of a course being published for Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:67
msgid "To keep track of your course statistics, go to *eLearning* and *View Course*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:None
msgid "View of the elearning applications dashboard for Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:73
msgid "Todo"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:73
msgid "DETAILS/INFO SHOULD COME FROM ELEARNING DOCS. THEREFORE, LINK DOCS ONCE AVAILABLE!"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:3
msgid "Getting Started"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:5
msgid "Helpdesk teams provide your customers with support to queries or errors they might encounter while using your product/service. Therefore, a successful scheme where you can organize multiple teams with their customized pipeline, visibilities settings, and ticket traceability is essential."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:10
msgid "Set up teams"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:12
msgid "To modify or create teams, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:14
msgid "Setting up multiple teams allows you to group tickets by your channels (example: BE/US), or by your support services' types (example: IT, accounting, admin, etc.)."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:None
msgid "View of the helpdesk teams page in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:21
msgid "Team’ s productivity and visibility"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:23
msgid "Teams can have individual *Assignment Methods* to ensure that tickets get redirected to the right person:"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:26
msgid "*Manually*: tickets are manually assigned, allowing employees to manage their own workload and target tickets they are experts at;"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:28
msgid "*Random*: tickets are randomly assigned and everyone gets the same amount. This method ensures that all tickets are handled as the assignment happens automatically;"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:30
msgid "*Balanced*: tickets are assigned to the person with the least amount of tickets so that everyone fairly gets the same amount. Thereby, you ensure that all tickets get to be taken care of."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:None
msgid "View of a helpdesk team settings page emphasizing the productivity and visibility features\n"
"in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:40
msgid "For the *Random* and *Balanced* assignment methods, you can set the *Team Members* among whom tickets are assigned. Leave the field empty to include all employees (with the proper access rights)."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:43
msgid "The *Team Visibility* feature allows you to specify who can see and access the team’ s tickets. Therefore, ticket’ s with sensible information are only seen by the right people. Leave the field empty to include all employees (with the proper access rights)."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:46
msgid "Set up stages and share it among teams"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/getting_started.rst:48
msgid "To set up stages, go to :menuselection:`Helpdesk --> Configuration --> Stages`. Then, create and/or edit stages as you need and set specific teams to use certain stages under *Team*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:None
msgid "View of a stage’ s setting page emphasizing the option to add teams in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:55
msgid "Stages can be shared between one or multiple teams, allowing you to adapt the pipeline to your individual needs. They also apply a visibility and access rule, as other teams are not able to see or use the stage."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:None
msgid "View of a team’ s kanban view in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/getting_started.rst:64
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msgid ":doc:`/applications/general/users`"
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
msgid "Ratings"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
msgid "Allow customers to rate their experience with your helpdesk teams to strengthen your credibility and gain their trust. Reviews can also influence a customer’ s decision and open space for feedback that can help you improve the quality of your services."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Ratings on tickets*. The feature automatically adds a default email template on the non-folded *closing stage(s)* of that team."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:None
msgid "Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n"
"in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:21
msgid "To edit the email template and the stage(s) set as the closing ones, go to the Kanban view of your helpdesk team and click on *Settings*, then on *Edit Stage*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:None
msgid "Overview of a helpdesk team kanban view emphasizing the menu edit stage in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:28
msgid "Now, once a ticket reaches the stage(s) designated as the *Closing Stage*, an email is sent to the customer."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:None
msgid "View of a standard helpdesk customer review email template for Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:35
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msgid "Ratings can be seen on the :doc:`chatter </applications/services/project/tasks/collaborate>` of each ticket, under the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:39
msgid "Ratings visible on the customer portal"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:41
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Display Rating on Customer Portal*. Now, by clicking on the helpdesk team’ s name on their ticket, customers can see its ratings."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:None
msgid "View of the helpdesk ticket from a user’ s portal emphasizing the link to the helpdesk team\n"
"in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/ratings.rst:51
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
#: ../../content/applications/services/helpdesk/overview/sla.rst:47
msgid ":doc:`../advanced/close_tickets`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
msgid "Start Receiving Tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
msgid "Offering a variety of channels from where your customers can contact you grants them flexibility and the right to choose the best one for themselves. And, in order to make sure inquiries across all channels get addressed, it is essential to have a solution where all interactions come in one place."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
msgid "Channels options to submit tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, and enable the following features as you want them to be available to your users."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:None
msgid "View of a helpdesk teams setting page emphasizing the channels options in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
msgid "Email Alias"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:24
msgid "Let your customers submit tickets by sending an email to your support email address. The subject line of the email becomes the title of the ticket and the content is shown in the Chatter."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
msgid "Select *Configure domain name* to be redirected to *Settings* and, from there, enable *External Email Servers* to determine or change your *Alias Domain*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:None
msgid "View of the settings page of a helpdesk team emphasizing the email alias feature\n"
"in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:35
msgid "Using your own email server is required to send and receive emails in Odoo Community and Enterprise. Online users benefit from a ready-to-use email server."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:39
msgid "Website Form"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:41
msgid "Allow your customers to submit a ticket by filling in a form through your website."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:42
msgid "Once the feature is activated, get redirected to your website by clicking on *Go to Website*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:None
msgid "View of the settings page of a helpdesk team emphasizing the Go to Website button in\n"
"Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:49
msgid "From the website page customize the form as you like. Then, publish it by clicking on *Unpublished*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:None
msgid "View of the website form to submit a ticket for Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:56
msgid "Live Chat"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:59
msgid "Through live interactions with your website visitors, helpdesk tickets can be instantly created and redirected to the right person."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:61
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msgid "Click on your helpdesk team's name - for the example below: *Customer Care* - and :doc:`set up your channel </applications/websites/livechat/overview/get_started>`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:None
msgid "View of the settings page of a helpdesk team emphasizing the live chat features and links\n"
"in Odoo Helpdesk"
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68
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msgid "Now, your operators can create tickets by using the :doc:`command </applications/websites/livechat/overview/responses>` */helpdesk (subject_of_ticket)*."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:72
msgid "Prioritize tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:74
msgid "Use the stars to prioritize your tickets. The most urgent ones appear at the top of your list on the Kanban view."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77
msgid "1 star = *Low priority*"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:78
msgid "2 stars = *High priority*"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:79
msgid "3 stars = *Urgent*"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:None
msgid "View of a team’ s kanban view and the prioritized tasks in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:87
#: ../../content/applications/services/helpdesk/overview/reports.rst:60
msgid ":doc:`sla`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:89
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msgid ":doc:`/applications/productivity/discuss/advanced/email_servers`"
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
msgid "Reports for a Better Support"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:5
msgid "An efficient customer service solution should have a built-in reporting option. Reports allow you to track trends, identify areas for improvement, manage employees’ workloads and, most importantly, meet your customer’ s expectations."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:10
msgid "Cases"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
msgid "Some examples of the reports Odoo Helpdesk can generate include:"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:14
msgid "The number of tickets *grouped by* team and ticket type."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:17
msgid "In this manner, you are able to evaluate which ticket types have been the most frequent ones, plus the workload of your teams."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:19
msgid "Apply *Time Ranges* if you would like to make comparisons to a *Previous Period* or a *Previous Year*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:None
msgid "View of a helpdesk ticket analysis by team and ticket type in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:25
msgid "The number of tickets closed per day, per team."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:27
msgid "Get an overview of how many requests each team is closing per day in order to measure their performance. Identify productivity levels to understand how many requests they are able to handle."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:None
msgid "View of a helpdesk ticket analysis by team and close date in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:35
msgid "Filter it by *Assignee* to see Key Performance Indicators (KPI) per agent."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:37
msgid "The number of hours tickets are taking to be solved, grouped by team and ticket type."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:39
msgid "Check if your expectations are met by *measuring* the *Time to close (hours)*. Your customers not only expect fast responses but they also want their issues to be handled quickly."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:None
msgid "View of helpdesk ticket analysis of the hours to close by ticket type and team in\n"
"Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:48
msgid "Save filters"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/reports.rst:50
msgid "Save the filters you use the most and avoid having to reconstruct them every time they are needed. To do so, set the groups, filters, and measures needed. Then, go to *Favorites*."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:None
msgid "View of helpdesk ticket analysis emphasizing the option to add a filter as a favorite one\n"
"in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/reports.rst:59
msgid ":doc:`receiving_tickets`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:3
msgid "Service Level Agreements (SLA)"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:5
msgid "Service Level Agreements (SLA) are commitments you make with your customers to outline how a service is delivered. It bolsters trust between you and your customers as it makes clear what needs to be done, to what standard, and when."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:10
msgid "Create your policies"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:13
msgid "First, enable the feature on the settings of the team you would like policies to be applied, going to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:15
msgid "Create your policies through the team’ s settings page or go to :menuselection:`Helpdesk --> Configuration --> SLA Policies`."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:None
msgid "View of an SLA form in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:23
msgid "Choose to which **Team** the policy is relevant and the **Minimum Priority** a ticket needs to have for the policy to be applied."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:27
msgid "**Target** is the stage a ticket needs to reach within the period defined to satisfy the SLA. The period is based on the ticket’ s creation date, and a deadline is set on the ticket’ s form once it matches an SLA policy rule. If a ticket has more than one policy applied to it, the closest deadline of all SLAs is the one considered."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:29
msgid "When a ticket has satisfied an SLA policy, the SLA tag appears in green and the deadline field is not shown anymore."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:None
msgid "View of a ticket’ s form emphasizing a satisfied SLA in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:37
msgid "SLA Analysis"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:39
msgid "Go to :menuselection:`Helpdesk --> Reporting --> SLA Status Analysis`. Apply *Filters* and *Group by* to identify tickets that should be prioritized and keep track of upcoming deadlines."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:None
msgid "View of the SLA status analysis page emphasizing the group by option in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
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msgid "Timesheet and Invoice"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:5
msgid "Have the option to work with prepaid support services, meaning that a sales order and a corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo allows it to happen because the applications are fully integrated, resulting in faster responses to your customer needs."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
msgid "Step 1: Set up a helpdesk team"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:17
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, create or edit an existing team, and enable *Timesheet on Ticket* and *Time Reinvoicing*."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:20
msgid "Select or create a project under *Timesheet on Ticket*. The selected/created is the one at which employees timesheet on by default. However, it can be ultimately modified on each ticket."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a helpdesk team settings page emphasizing the timesheet on ticket and time\n"
"reinvoicing features in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:28
msgid "Step 2: Set up a service"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:31
msgid "Go to :menuselection:`Sales --> Configuration --> Settings` and enable *Units of Measure* to optionally be able to choose *hours* (for example) as the unit of measure of your service."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:33
msgid "Then, go to :menuselection:`Sales --> Products --> Products`, create or edit an existing one, and set its *Product Type* as *Service*."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a product's form emphasizing the product type and unit of measure fields in Odoo\n"
"Sales"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:40
msgid "Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the following configuration:"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a product form and the invoicing options under the tab sales in Odoo Sales"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:47
msgid "This configuration ensures that the customer is invoiced by the number of hours predicted in the sales order, meaning that less or extra hours recorded are not taken into account. It also ensures that every time a sales order is confirmed, a new task is created under the right project, automating the process."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:53
msgid "We recommend setting up a specific project, as it was done for this flow example. The important thing to remember is that the sales order item needs to be set on the corresponding project or task, in order to reinvoice the time spent on a ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
msgid "Prevision an invoice and record time"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
msgid "Step 1: Place an order"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:63
msgid "Go to :menuselection:`Sales --> Orders --> Orders` and create one for the helpdesk service product you have previously set up, with the customer who needs the ticket to be opened. Set the number of hours needed to assist the customer and *Confirm* the order."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a sales order emphasizing the order lines in Odoo Sales"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:72
msgid "Step 2: Invoice the customer"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a sales order emphasizing the create invoice button in Odoo Sales"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:82
msgid "Step 3: Link the task to the ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:84
msgid "Now, in *Helpdesk*, create or edit the respective ticket and link it to the task created by the confirmation of the sales order."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a helpdesk ticket emphasizing the field task in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:92
msgid "Step 4: Record the time spent"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:94
msgid "Still on the respective helpdesk ticket, record the hours performed under the *Timesheets* tab."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a helpdesk ticket emphasizing the timesheets tab in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:100
msgid "Note that the hours recorded on the ticket form are shown on the *Delivered* column in the sales order."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:None
msgid "View of a sales order emphasizing the delivered column in Odoo Sales"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:108
msgid "Hours recorded on the ticket are automatically shown in *Timesheets* and on the dedicated task."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
msgid ":doc:`reinvoice_from_project`"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:112
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msgid ":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
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msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:5
msgid "Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and invoices through a project task. It gives you more control over what you charge your client, and it is more efficient."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:10
#: ../../content/applications/services/project/tasks/sub_tasks.rst:10
msgid "Configuration"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:13
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options *Timesheet on Ticket* and *Time Reinvoicing*."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:15
msgid "Under *Timesheet on Ticket*, choose the *Project* to which tickets (and timesheets) will be linked by default. Open its *External link* to enable the feature *Bill from tasks*."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:None
msgid "Bill from Tasks in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:22
msgid "Create a sales order and an invoice"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:24
msgid "Now, once you have recorded the time you spent on the helpdesk ticket, under the *Timesheets* tab, access the task clicking on its name."
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:None
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:None
msgid "Sales Order from a task in Odoo Helpdesk"
msgstr ""
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:31
msgid "*Create Sales Order* and proceed to create the invoice."
msgstr ""
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#: ../../content/applications/services/planning.rst:5
#: ../../content/applications/services/project/planning.rst:5
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msgid "Planning"
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:3
msgid "Create a Schedule and Make Encoding Easier"
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:5
msgid "Organize regular schedules or forecast projects in a long term basis. Create shifts to manage your tasks, assign employees, and stay organized at a high level."
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:9
msgid "Organize your team by roles"
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:11
msgid "Go to :menuselection:`Configuration --> Roles --> Create`. Optionally, go to the *Employees* application, select the respective employee, and under *Work Information* select the *Default Planning Role*."
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:None
msgid "Roles in Odoo Planning Application"
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:20
msgid "Make shifts recurrent"
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:22
msgid "While creating a shift, select *Repeat* and configure as needed, saving you from the need of re-planning it."
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:None
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:0
msgid "Repeat shifts in Odoo Planning Application"
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:30
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msgid "Repeated shifts are generated for the next six months. A modification is possible in :ref:`developer mode <developer-mode>`, from *Settings*."
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msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:38
msgid "To duplicate a shift in the Gantt view, press CTRL + drag and drop."
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:41
msgid "Save shifts as templates"
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:43
msgid "If creating a shift on the fly and know you might use that template in the future, click on *Save as a Template*."
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:None
msgid "Save shift as a Template in Odoo Planning Application"
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:51
msgid "To create a template in advance, go to :menuselection:`Configuration --> Shifts Templates --> Create`."
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:55
msgid "Duplicate a planning from the previous week"
msgstr ""
#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:57
msgid "When in the Gantt view, either under *Schedule by Employee, Role or Project*, instead of re-planning shifts that have been planned before, simply click on *Copy Previous Week*."
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:None
msgid "Shift recurrency in Odoo Planning Application"
msgstr ""
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#: ../../content/applications/services/planning/overview/duplicate_a_planning.rst:65
msgid "The integration with the *Time off* and *Employee* applications, show you grayed cells to the days when the employee does not work and is on vacation time, for example."
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:3
msgid "Send Planned Shifts and Give Employees Autonomy Over Shifts"
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:5
msgid "If you are not on top of your tasks and shifts you might fall behind, losing productivity. Allowing your employees to have a say over shifts helps you to be on top of your workload, and gives them flexibility."
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:10
msgid "Publish and send the planned week by email"
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:12
msgid "Once you have your shifts planned, click on *Send Schedule*. Select *Include Open shift* if you would like the *Unassigned* shifts to be seen."
msgstr ""
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#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:None
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:None
msgid "Publish and Send planned shifts in Odoo Planning Application"
msgstr ""
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#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:19
msgid "Choose if you just want to *Publish* or *Publish and Send*. If you *Publish and Send*, employees get an email that redirects them to their planned tasks:"
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:26
msgid "Employees will not be able to see shifts until they have been published."
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:29
msgid "Let employees unassign themselves from shifts"
msgstr ""
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:31
msgid "Go to *Configuration* and enable *Allow Unassignment*. From now on, when an employee opens his tasks, he can indicate his unavailability clicking on *I am unavailable*. The shift will be opened again, allowing someone else to take it."
msgstr ""
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#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:None
#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:None
msgid "Allow Unassignment in Odoo Planning Application"
msgstr ""
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#: ../../content/applications/services/planning/overview/send_planned_shifts.rst:44
msgid "Employees have portal access; users have access to the database."
msgstr ""
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#: ../../content/applications/services/project.rst:5
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msgid "Project"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:3
msgid "Advanced Project Settings"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:5
msgid "Projects can be created for a specific customer or team, and can be coordinated among your employees through visibility options. Stages can be shared among tasks, and the exact time spent on each project can be tracked. All of it in favor of a more integrated and dynamic organization."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:10
msgid "Create advanced projects"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:11
msgid "Go to :menuselection:`Project --> Configuration --> Projects --> Create`."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:13
msgid "Choose a *Customer* in order to create a project specifically for him. If not, simply leave the field blank."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Click on create and enable multiple options for an advanced project in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:20
msgid "Choose who can access a project"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:22
msgid "To create a project for specific teams, under *Visibility*, choose who can have access to the project:"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:25
msgid "*Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`)"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:26
msgid "*All employees*."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:27
msgid "*Portal users and all employees*: it enables the option *Share*. Recipients receive an email with an invitation to access the document (project)."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:30
msgid "Choose an *Analytic Account* to track the profitability of your project in a specific account."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:33
msgid "Timesheet and record time on tasks"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:35
msgid "To track the time spent on tasks, enable *Timesheets*."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:36
msgid "In order to be able to launch a timer, also enable *Timesheet timer*."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Tab timesheet is being shown under a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:43
msgid "Create sales orders from a task"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:45
msgid "To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose the service/product which you would like to bill, or create one on the fly."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Menu create sales order is being shown under a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:54
msgid "Track the material used on a task"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:56
msgid "After enabling *Bill from Tasks*, enable *Products on Tasks* to track the products/material used during the work on a specific task."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Menu to add products is being shown under a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:64
msgid "Take advantage of worksheets"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:66
msgid "Worksheets are reports of the work done. To customize and include them in your tasks, enable *Worksheets*. Choose an existing template or create one on the fly."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Options worksheet and send report being shown under a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:74
msgid "Schedule shifts on projects"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:76
msgid "To create shifts to manage your tasks, assign employees, and stay organized, enable *Planning*."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Shortcut to planning from the dashboard in Odoo Project"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Planning view from a project in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:88
msgid "Manage employees work hours"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:90
msgid "*Working time* defines the number of your employees’ working hours. It adjusts the Gantt planning view of your interventions. Open the external link to adjust the daily hours."
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Edit the working hours from Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/advanced_projects.rst:99
msgid "Share stages across projects"
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:102
msgid "In order to have a clean Kanban view that works across projects, and to avoid duplicates, delineate specific stages for different projects."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:105
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msgid "Activate the :ref:`developer mode <developer-mode>` then go to :menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add the projects among which you would like to share stages."
msgstr ""
#: ../../content/applications/services/project/advanced/advanced_projects.rst:None
msgid "Open a stage and choose the projects to share it with in Odoo Project"
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msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:3
msgid "Gather Feedback from Customers"
msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:5
msgid "Finding out what your clients think about the experience they have with your company, can inspire you to have insights on how to improve your product/service, adjusting your business to fit their needs. It shows that you value their opinions and provides a reliable source of information to other consumers."
msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:13
msgid "Go to :menuselection:`Project --> Configuration --> Settings` and enable *Use Rating on Project*."
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:None
msgid "Enable the feature on settings in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:19
msgid "*Set Email Template to Stages* in order to define the template to be sent at a specific stage(s)."
msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:20
msgid "Choose an existing template or create one on the fly."
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:None
msgid "Click on set email template and choose one in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:27
msgid "Choosing the projects I want feedback from"
msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:30
msgid "Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted projects to have the email template previously set sent, by the change of a stage or periodically."
msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:32
msgid "Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate them to a customer, prospect or the rest of your team."
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:None
msgid "View of a project's form to choose the customer rating in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:40
msgid "See the customer rating email sent under the *Log notes* of your task."
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:0
msgid "View of the chatter and the rating email sent to the customer in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:47
msgid "Get reports"
msgstr ""
#: ../../content/applications/services/project/advanced/feedback.rst:49
msgid "Under :menuselection:`Project --> Reporting --> Customer Ratings` see ratings by task."
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:None
msgid "View of the customer rating report in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:55
msgid "Clicking on the percentage of happy ratings over the last 30 days in the *Projects* overview, redirects you to your website with more rating details."
msgstr ""
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#: ../../content/applications/services/project/advanced/feedback.rst:None
msgid "Project overview shows the percentage of happy ratings in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:3
msgid "Track Projects’ Profitability"
msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:5
msgid "A project runs smoother if you can have an overview of its costs, revenues, profitability, tasks, time and people, all in the same place. It allows you to make smarter business decisions as you know where you are standing and can course-correct if needed."
msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:10
msgid "Track costs and revenue"
msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:13
msgid "If you have the Timesheets application installed"
msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:15
msgid "Go to :menuselection:`Project --> Configuration --> Projects`, choose the respective project, *Edit* and enable *Timesheets*. A menu *Overview* becomes available in the Kanban view."
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:None
msgid "View of the dashboard and overview menu available in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:22
msgid "The overview shows the hours recorded split by the different billable options, profitability, time by people according to the billable hours recorded, and even a timesheet table."
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:None
msgid "Click on overview and have a detailed view of the hours recorded in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:30
msgid "If you do not have the Timesheets application installed"
msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:34
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msgid "Activate the :ref:`developer mode <developer-mode>`. Then go to *Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project --> Configuration --> Projects` and specify an *Analytic Account* under the needed project."
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msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:36
msgid "A *Profitability* menu to the costs and revenues of this analytic account is directly available in the Kanban view."
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:None
msgid "Profitability menu being shown on the dashboard view in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:44
msgid "Reporting"
msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:46
msgid "Under *Reporting*, obtain a report on the *Project Costs and Revenues*. Choose among graph options or do your analysis through a pivot view."
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:None
msgid "Overview of the reporting page showing costs and revenues in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/profitability.rst:54
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msgid ":doc:`/applications/finance/accounting/others/analytic/usage`"
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msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:55
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msgid ":doc:`/applications/finance/accounting/others/analytic/timesheets`"
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msgstr ""
#: ../../content/applications/services/project/advanced/profitability.rst:56
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msgid ":doc:`/applications/finance/accounting/others/analytic/purchases_expenses`"
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msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:3
msgid "Create Projects and Tasks from Sales Orders"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:5
msgid "When you sell your services, you can choose to automatically have a project/task created, helping you to not lose track of the work that needs to get done, streamlining the processes between teams. In addition to that, you are able to invoice or reinvoice clients according to the exact time spent on that service."
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:11
msgid "Product set up"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:15
msgid "Under :menuselection:`Sales --> Products --> Products` create a new product or set up an existing one. Under *General Information* set the *Product Type* as *Service*. Under the *Sales* tab select the *Service Invoicing Policy* and *Service Tracking*."
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:16
msgid "If you choose to:"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:19
msgid "- *Create a task in an existing project*: a task is added in the first column of the selected project."
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:21
msgid "- *Create a task in sales order’ s project*: a new project for each sales order of that service is created based on the template you have chosen."
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:23
msgid "- *Create a new project but no task*: only creates a new project, for each time that service is sold, based on the skeleton of the project template chosen."
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:None
msgid "Choose the invoicing options on a product form under the sales tab in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:30
msgid "Confirm a quotation and have a project/task created"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:32
msgid "Now, once a *Quotation* is confirmed and transformed into a *Sales Order*, a project or task is automatically created."
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:None
msgid "Click on confirm in a quotation and have a task or project created for Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:40
msgid "Access the task generated from Project"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:42
msgid "On the *Project* application, your new project and/or task (depending on the previous *Service Tracking* options chosen), is shown:"
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:None
msgid "Click on tasks in the dashboard view to access them in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:51
msgid "Record the time spent and create an invoice"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:53
msgid "From *Project*, access your task and document the time spent under the *Timesheets* tab."
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:None
msgid "Access the task and under the tab timesheet record the time spent in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:59
msgid "Once the task is complete, click on *Sales Order* and *Create Invoice*."
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:None
msgid "Click on sales order in the task once it is complete in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/advanced/so_to_task.rst:66
msgid "To only invoice approved timesheets, go to :menuselection:`Timesheets --> Configuration --> Settings`, and enable *Approved timesheets only*."
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:70
msgid ":doc:`../overview/setup`"
msgstr ""
#: ../../content/applications/services/project/advanced/so_to_task.rst:71
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msgid ":doc:`/applications/sales/sales/invoicing/subscriptions`"
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msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:3
msgid "Get Started with Project"
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:5
msgid "Managing projects means managing people, tasks, due dates, budgets and predicted return on investments. For all of it, you need a solution that allows you to reduce risks, get information at a glance, have an overview of your progress and stay organized. And, from start to finish, to be able to run multiple projects in parallel easily. Odoo Project application is the solution you need."
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:11
msgid "Creating a new project"
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:13
msgid "Click on *Create*. Specify the name of the project and choose which features you would like to integrate. Note that they can be enabled afterward through *Settings*."
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:None
msgid "Click on create to start a new project in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:21
msgid "Manage your project’ s stages"
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:23
msgid "Open your project and add as many columns as there are stages in your project."
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:27
msgid "Each project stage can be characterized by a distinct set of activities, or your stages can guide you to the different steps a project has to go through. It is important to set them right as they lead you from the first idea or step to its conclusion, contributing to the overall success of your project."
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:None
msgid "View of the stages created under a project in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:33
msgid "For each stage, there are markers for the status of tasks that you can personalize."
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:34
msgid "Drag your mouse over a stage name, and click on :menuselection:`Settings --> Edit`."
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:None
msgid "Click on settings then edit stage to edit in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:41
msgid "The dots correspond to customizable markers applied on tasks, making it easier to know which tasks require attention. You can give them any signification you like."
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:None
msgid "Image of the edit form of a stage in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:50
msgid "Rearrange stages"
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:52
msgid "From the Kanban view of your project, you can add stages by clicking on *Add a column*."
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:54
msgid "To rearrange the order of your stages easily do so by dragging and dropping columns. You can also fold or unfold them on *Settings*."
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:None
msgid "Click on setting then fold to hide a column in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/setup.rst:62
msgid ":doc:`../tasks/collaborate`"
msgstr ""
#: ../../content/applications/services/project/overview/setup.rst:63
#: ../../content/applications/services/project/tasks/sub_tasks.rst:66
msgid ":doc:`../record_and_invoice/time_record`"
msgstr ""
#: ../../content/applications/services/project/overview/share.rst:3
msgid "Share Projects and Tasks"
msgstr ""
#: ../../content/applications/services/project/overview/share.rst:5
msgid "When you share your projects/tasks, you allow external users to be on the same page as you. It avoids misunderstandings, simplifies communication, and allows you to become a more coordinated company as you get the right information to the right people."
msgstr ""
#: ../../content/applications/services/project/overview/share.rst:10
msgid "Share projects and tasks"
msgstr ""
#: ../../content/applications/services/project/overview/share.rst:12
msgid "To share a project, go to :menuselection:`Manage --> Share`."
msgstr ""
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#: ../../content/applications/services/project/overview/share.rst:None
msgid "Edit a project from the dashboard view and click on share in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/share.rst:19
msgid "To share a task, open it and click on :menuselection:`Action --> Share`. Choose an existing *Recipient(s)* or create it on the fly."
msgstr ""
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#: ../../content/applications/services/project/overview/share.rst:None
msgid "Open a task and click on action then share in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/overview/share.rst:27
msgid "The recipient receives an email saying that he has been invited to access a document. In the example below, a project was shared. When the user opens it, he sees the settings of that project and can access its tasks, for example."
msgstr ""
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#: ../../content/applications/services/project/overview/share.rst:None
msgid "View of a shared project from the recipients side for Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:3
msgid "Forecast Resources Across Projects"
msgstr ""
#: ../../content/applications/services/project/planning/forecast.rst:5
msgid "Allocate the needed time for specific tasks under a planned shift. Once that is done, analyse Key Performance Indicators (KPIs), so you can evaluate your employees’ performance and workload, besides the progress of your projects/tasks when comparing the planned and effective hours."
msgstr ""
#: ../../content/applications/services/project/planning/forecast.rst:10
msgid "Allocate times under shifts"
msgstr ""
#: ../../content/applications/services/project/planning/forecast.rst:12
msgid "When planning a shift, in the *Planning* application, create a project and a task on the fly, or simply select the one you want."
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:None
msgid "Planning form to choose the project, task and allocated hours in Odoo Planning"
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:20
msgid "*Allocated Time (%)* allows you to define the percentage of time you would like your employee to work on that specific task during his shift. See that information in hours on *Allocated hours*."
msgstr ""
#: ../../content/applications/services/project/planning/forecast.rst:22
msgid "The calculation shows you how many hours out of the total shift time (*End date* - *Start date*) are spent by the employee on that task."
msgstr ""
#: ../../content/applications/services/project/planning/forecast.rst:24
msgid "On :menuselection:`Project --> Planning --> By Project`, immediately see the total number of employees allocated per project."
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:None
msgid "Planning by project view in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:31
msgid "Compare forecast hours with the effective ones"
msgstr ""
#: ../../content/applications/services/project/planning/forecast.rst:33
msgid "Now, once the employee has timesheeted his hours in the task, go to *Project* and with the *View list*, under *All Tasks*, conveniently see the *Planned Hours* compared to the *Remaining Hours*, and a calculation of the *Progress*."
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:None
msgid "View of all tasks and their planned and remaining hours in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:42
msgid "Reminder: the option *Timesheets* has to be enabled on your project."
msgstr ""
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#: ../../content/applications/services/project/planning/forecast.rst:0
msgid "Under the settings of a project enable timesheets in Odoo Project"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice.rst:5
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msgid "Record Time and Invoice"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:3
msgid "Invoice Time Spent on Tasks"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:5
msgid "When it is time to bill your client for their finished project/task, you can choose to shorten processes and save time by pulling the billable time you have tracked into sales orders, and invoices, directly from the project/task."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:10
msgid "Enable the Timesheet feature"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:12
msgid "Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:15
msgid "Create a sales order and invoice from a task"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:18
msgid "Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and enable *Timesheet*, *Timesheet Timer* and *Bill from Tasks*."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:20
msgid "Once the time spent on a task under that project has been recorded, click on *Create Sales Order* and continue to create your invoice."
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:None
msgid "Have the sales order menu and the timesheet tab being shown under a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:26
msgid "This way, you can invoice different customers, for different services, at different rates, without the need to create numerous projects."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:30
msgid "Create a sales order and invoice from a project"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:33
msgid "Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and enable *Timesheet* plus *Timesheet Timer*."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:35
msgid "Now, go to :menuselection:`Project --> Configuration --> Projects`, choose the project, *Create Sales Order*, and continue to create your invoice."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:38
msgid "From here, choose if you want the billing to be based on the project rate: all timesheets are billed by the same rate, or by the employee rate: timesheets are billed by the individual rate of the employee."
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:None
msgid "Click on create sales order and choose the billing type in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:45
msgid "The project rate allows you to invoice a whole project, for a specific service, at a specific rate, at once. Example: the implementation of a system."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:47
msgid "The employee rate billing lets you invoice a project broken down into different services, and different rates. Example: different rates for junior and senior consultants."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:50
msgid "Invoice only approved timesheets"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:52
msgid "Go to :menuselection:`Timesheets --> Configuration --> Settings --> Invoicing Policy`, and choose *Approved timesheets only*."
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:None
msgid "Enabling the feature to invoice only approved timesheets in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:59
msgid "This ensures that the manager is aware of the hours being logged by each employee before the customer gets invoiced."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:63
msgid ":doc:`../advanced/so_to_task`"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/invoice_time.rst:64
msgid ":doc:`./time_record`"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:3
msgid "Record Time Spent on Tasks"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:5
msgid "Get to know how much time you are spending on tasks in order to make your employees’ life easier, and records error-free. Launch the timer in your browser, stop it on your phone and have all entries synced. Generate invoices based on the timesheet entries and be sure to invoice your customers the exact right amount."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:11
msgid "Manually timesheet on task"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:14
msgid "Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*. Then, enable the *Timesheets* option on the project."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:15
msgid "Now, once you are in your task, under the *Timesheet* tab, *Add a line* and specify the *Duration*."
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/time_record.rst:None
msgid "On the task under the timesheets tab add the time spent in Odoo Project Application"
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/time_record.rst:22
msgid "Time tasks"
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:25
msgid "Under :menuselection:`Project --> Configuration --> Projects`, enable *Timesheet timer* on the projects on which you need the functionality."
msgstr ""
#: ../../content/applications/services/project/record_and_invoice/time_record.rst:27
msgid "Now, you can time your task clicking on *Start*. *Pause* at any moment, and *Stop* to confirm the recorded time and add a description."
msgstr ""
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#: ../../content/applications/services/project/record_and_invoice/time_record.rst:None
msgid "Click on start in the task to initiate the timer in Odoo Project Application"
msgstr ""
#: ../../content/applications/services/project/tasks.rst:5
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msgid "Tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:3
msgid "Collaborate on Tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:5
msgid "Being able to collaborate virtually but with the same effect as if people were in the same room increases your productivity. It results in faster execution of processes, brainstorming and decision made easier while also allowing the support of outside contributions."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:10
msgid "Add followers to a project"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:12
msgid "*Edit* the project to add followers."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:14
msgid "Followers are notified of any changes: tasks sliding from one stage to another, conversations taking place, etc."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "Click on the follower icon to add followers to a project in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:21
msgid "Following a project automatically makes you a follower of all its tasks."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:24
msgid "Add followers to a task"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:26
msgid "Within a task, click on the *Followers* icon. Followers get notified of any changes in the task and can see the task like you do, with the description and the chatter."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "Click on the follower icon to add followers to a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:34
msgid "Select which notifications to get"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:36
msgid "For a project or task, select what you would like to be notified about. For that, *Edit subscription*."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "Click on the follower icon, then on edit subscription in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:44
msgid "Use the pad like a collaborative note"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:48
msgid "Go to :menuselection:`Project --> Configuration --> Settings --> Collaborative Pads`, then edit the *Settings* of the project you would like the feature to work and enable *Use Collaborative Pads*."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:51
msgid "Now, you are able to contribute to tasks in real-time, with several users, with an Etherpad collaborative note. Every user has his own color and you can replay the whole creation of the content."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "View of the collaborative pad in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:58
msgid "Click on the *</>* icon to get the direct URL of the task description: useful if you want to share it without adding this person as a follower, or to someone outside of the company."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:62
msgid "The Chatter"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:65
msgid "*Chatter* is a communication tool that shows the history of a task, including changes and the interactions between you and your customers or colleagues."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:68
msgid "To interact with followers, whether there are internal or external, click on *Log a note* and ping them using the at symbol (*@*). If you want to send a message/email to all the followers in the task, use *Send a message*."
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:70
msgid "You can also ping a channel using the hashtag sign (*#*). This way, users can have a channel per project team, for example."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "Overview of the chatter in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:77
msgid "Schedule activities"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:79
msgid "Do not forget promises made and stay organized by conveniently *Scheduling activities* from the chatter."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "Click on schedule activity and choose the activity to be scheduled in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:87
msgid "Edit or create new activities types"
msgstr ""
#: ../../content/applications/services/project/tasks/collaborate.rst:89
msgid "Go to :menuselection:`Project --> Configuration --> Activity Types`."
msgstr ""
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#: ../../content/applications/services/project/tasks/collaborate.rst:None
msgid "Overview of the activity types form in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:3
msgid "Create Project's Tasks from an Email Alias"
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:5
msgid "When you already have an email address that customers know from the top of their heads, changing it is the last thing you want to do. Instead, link that address to your project and transform those conversations into structured work. It automatically creates a task in the first stage of a project."
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:11
msgid "Set up an incoming email server"
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:14
msgid "On the *Settings* application, enable *External Email Servers* and define the incoming email alias you would like to use."
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:15
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msgid "**For more information**: :doc:`/applications/productivity/discuss/advanced/email_servers`"
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msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:18
msgid "Configure the email alias in your project"
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:22
msgid "Now that you have the incoming email server set up, go to :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define the wanted email alias and choose the policy to receive a message."
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:23
msgid "In addition, you can now directly set it when creating a new project."
msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:None
msgid "In the settings of your project, define the emails alias under the tab email in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:30
msgid "All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task."
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:32
msgid "The email can be seen under the name of your project on the dashboard."
msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:None
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/email_alias.rst:40
msgid ":doc:`./get_started`"
msgstr ""
#: ../../content/applications/services/project/tasks/email_alias.rst:41
msgid ":doc:`./collaborate`"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:3
msgid "Get Started with Tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:5
msgid "Break down a project by creating, assigning and organizing tasks. Set priorities to help you determine where you want to invest your time first, manage files within it and keep everything you need to complete your work in one place. Ensure that your strategies are turned into actionable plans and, as a result, have a successful project."
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:11
msgid "Create a task"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:13
msgid "Click on *Create*. Once created, add more details opening it and clicking on *Edit*."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Click on create under a project to initiate a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:21
msgid "Assignation"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:23
msgid "Choose the responsible person for a task under *Assigned to*."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Choosing the responsible person for the task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:30
msgid "Sort tasks by priority"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:34
msgid "Mark the star on your task to set it as a high priority one. That automatically moves the task to the top of the column. Tasks that are not starred are classified according to their deadlines."
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:36
msgid "Note that tasks with dates passed their deadlines are shown in red; tasks with a deadline for the current date are orange."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Tasks prioritized are shown first in the list in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:43
msgid "Manage files in tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:45
msgid "Add images/documents to your task by clicking on the *Attachment icon*."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Click on the attachment icon to manage files in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:52
msgid "Files from emails are automatically saved."
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:55
msgid "Set cover images in tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:57
msgid "Use *Set Cover Image* to your task and quickly get to comprehend what the task is about. The image is directly shown in the Kanban view."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Click on the drop down menu and set a cover image in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:66
msgid "Choose how to visualize tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/get_started.rst:68
msgid "Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided into different stages. More options are otherwise available."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Overview of the kanban view in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:75
msgid "Drag and drop tasks to change their stage and define colors to help you identify them."
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:None
msgid "Choose a color to identify your task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/get_started.rst:83
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msgid ":doc:`/applications/general/tags`"
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msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:3
msgid "Work with Sub-tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:5
msgid "Being a dynamic and organized company is important as it also helps you to not overload your employees. For that, split large tasks into smaller ones by creating subs-tasks, timesheet on them, and have an overview of all hours recorded."
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:12
msgid "Go to :menuselection:`Project --> Configuration --> Settings --> Sub-tasks`."
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:None
msgid "Enable the feature under settings in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:18
msgid "From now on, a *Sub-tasks* menu is available within your task."
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:None
msgid "Overview of a task and the sub-tasks menu being shown in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:25
msgid "Select a specific project in which sub-tasks will be created by default"
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:27
msgid "By default, sub-tasks are created under the same project. However, you can select another one by going to :menuselection:`Project --> Configuration --> Projects --> Sub-task Project`."
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:None
msgid "Under the settings of a project, select the sub-task project in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:35
msgid "Timesheet on sub-tasks"
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:37
msgid "Make sure the feature *Timesheets* is enabled under :menuselection:`Project --> Configuration --> Settings` and under the settings of the needed *Project*. Now you are able to timesheet on your tasks and sub-tasks. The time recorded on a sub-task is counted on the parent task."
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:None
msgid "Timesheets tab being shown under a task in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:46
msgid "Transform an existing task into a sub-task"
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:48
#: ../../content/applications/services/project/tasks/sub_tasks.rst:58
msgid "Go to :menuselection:`Settings --> Activate the developer mode`."
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:49
msgid "Now access your task, *Edit*, and add a *Parent Task*."
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:None
#: ../../content/applications/services/project/tasks/sub_tasks.rst:None
msgid "A tab extra info with a field parent task is being shown in Odoo Project"
msgstr ""
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#: ../../content/applications/services/project/tasks/sub_tasks.rst:56
msgid "Unlink a sub-task from a parent task"
msgstr ""
#: ../../content/applications/services/project/tasks/sub_tasks.rst:59
msgid "Open and *Edit* the respective sub-task to remove the *Parent Task*."
msgstr ""
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#: ../../content/applications/services/timesheets.rst:5
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msgid "Timesheets"
msgstr ""
#: ../../content/applications/services/timesheets/overview/compare.rst:3
msgid "Compare Hours and do Analyses"
msgstr ""
#: ../../content/applications/services/timesheets/overview/compare.rst:5
msgid "Make sure your employees’ workload is being fairly distributed and control your tasks to get powerful insights when comparing planned versus effective hours."
msgstr ""
#: ../../content/applications/services/timesheets/overview/compare.rst:9
msgid "Compare the planned and effective hours of your tasks"
msgstr ""
#: ../../content/applications/services/timesheets/overview/compare.rst:11
msgid "Go to :menuselection:`Project --> Reporting --> Tasks Analysis`, select the *Pivot* view and refine your *Measures* to *Effective Hours* and *Planned Hours*."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/compare.rst:None
msgid "Select effective and planned hours under measures in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/compare.rst:18
msgid "Still on *Project*, under :menuselection:`Reporting --> Planning Analysis` find a pivot view with an analysis of allocated and effective hours of your tasks by user and start date, or by any of the other available filters."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/compare.rst:None
msgid "Go to reporting to see a planning analyses in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/compare.rst:27
msgid "HR analysis"
msgstr ""
#: ../../content/applications/services/timesheets/overview/compare.rst:29
msgid "Under :menuselection:`Timesheets --> Reporting --> Timesheet/Attendance` have an overview of the worked hours and allocated time of your employees."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/compare.rst:None
msgid "Report about employees' attendance in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:3
msgid "Get Started with Timesheets"
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:5
msgid "When you use timesheets (from any device, anywhere) to track the time spent on tasks, you are able to bill customers for the exact right amount they should be billed. In addition to it, add a description of the work done to have a reliable tracking and history, and compare the forecasted times, all in favor of becoming a more proactive company."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:11
msgid "Choose an encoding unit"
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:14
msgid "Under :menuselection:`Timesheets --> Configuration --> Settings`, choose the unit of measure to register your timesheet. This provides tools and widgets to help you encoding."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:15
msgid "*Minimal duration* is the minimum time at which a task is recorded, when using the timer."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:18
msgid "*Rounding up* times up or down to the nearest minutes or hours, when using the timer. For example: if the interval is set to 30min, a 14min entry shows up in reports as 0min, and a 29min entry as 30min."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:None
msgid "Set the time unit used to record your timesheets in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:25
msgid "Reportings are expressed in hours, the default value."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:28
msgid "Create a task from a SO & timesheet on it"
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:30
msgid "Under the *General Settings* of your product, categorize it as a service."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:34
msgid "On the *Sales* tab, (section *Sales Invoicing Policy*) choose if you want to invoice customers based on the quantity previous ordered (the one sent on a quotation, for instance), on the time recorded (while the service was being executed), or by manually adding the time spent when creating the invoice."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:37
msgid "Chose the right *Service Tracking* for you and, from now on, when a sales order is confirmed, Odoo automatically creates a task/project (if that was the chosen option) and allows you to timesheet on it."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:None
msgid "Choose the invoicing options under a product form in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:44
msgid "Choose an Invoicing Policy"
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:46
msgid "Go to :menuselection:`Timesheets --> Configuration --> Settings` and choose if you want the recorded time to be directly invoiced, or if it should be approved first."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:None
msgid "Choose how to invoice the recorded times in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:54
msgid "Send reminders"
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:57
msgid "Choose to have an automatic email being sent to all users and managers who have not recorded their times."
msgstr ""
#: ../../content/applications/services/timesheets/overview/get_started.rst:59
msgid "Go to :menuselection:`Timesheets --> Configuration --> Settings` and enable the *Employee Reminder* and *Manager Reminder* features."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:None
msgid "Activate timesheet reminders for managers and employees in Odoo Timesheets application"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/get_started.rst:66
msgid "Odoo Timesheets continues to run even if there is no internet connection. The data syncs once you are back online."
msgstr ""
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
msgid "Create Timesheets upon Time Off Validation"
msgstr ""
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
msgid "Odoo automatically timesheets on project/tasks upon time off requests. This allows for better overall control over the validation of timesheets, as it does not leave place for forgetfulness and questions after hours that have not been timesheeted by the employee."
msgstr ""
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
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msgid "Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and change the *Project* and *Task* set by default, if you like."
msgstr ""
#: ../../content/applications/services/timesheets/overview/time_off.rst:None
msgid "View of Timesheets setting enabling the feature record time off in Odoo Timesheets"
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msgstr ""
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
msgid "Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select or create the needed type, and decide if you would like the requests to be validated or not."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:None
msgid "View of a time off types form emphasizing the time off requests and timesheets section in\n"
"Odoo Time Off"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:26
msgid "Now, once the employee has requested his time off and the request has been validated (or not, depending on the setting chosen), the time is automatically allocated on *Timesheets*, under the respective project and task."
msgstr ""
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
msgid "On the example below, the user requested *Paid Time off* from July 13th to 15th."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:None
msgid "View of the time off request form in Odoo Time Off"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:33
msgid "Considering that validation is not required, the requested time off is automatically displayed in *Timesheets*. If validation is necessary, the time is automatically allocated after the responsible person for validating does it so."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:None
msgid "Video of timesheets emphasizing the requested time off from the employee in Odoo Timesheets"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:41
msgid "Click on the magnifying glass, hovering over the concerned cell, to access all the aggregated data on that cell (day), and see details regarding the project/task."
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:None
msgid "View of the details of a project/task in Odoo Timeheets"
msgstr ""
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#: ../../content/applications/services/timesheets/overview/time_off.rst:49
msgid ":doc:`compare`"
msgstr ""
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#: ../../content/services/support.rst:5
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msgid "Support"
msgstr ""
#: ../../content/services/support/supported_versions.rst:6
msgid "Supported versions"
msgstr ""
#: ../../content/services/support/supported_versions.rst:9
msgid "Odoo provides support and bug fixing **for the 3 last major versions** of Odoo."
msgstr ""
#: ../../content/services/support/supported_versions.rst:11
msgid "Users hosted on **Odoo Online** may use intermediary versions (sometimes called *SaaS versions*) that are supported as well. These versions are not published for Odoo.sh or On-Premise installations."
msgstr ""
#: ../../content/services/support/supported_versions.rst:17
msgid "What's the support status of my Odoo?"
msgstr ""
#: ../../content/services/support/supported_versions.rst:19
msgid "This matrix shows the support status of every version."
msgstr ""
#: ../../content/services/support/supported_versions.rst:21
msgid "**Major releases are in bold type.**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:24
msgid "Odoo Online"
msgstr ""
#: ../../content/services/support/supported_versions.rst:24
msgid "Odoo.sh"
msgstr ""
#: ../../content/services/support/supported_versions.rst:24
msgid "On-Premise"
msgstr ""
#: ../../content/services/support/supported_versions.rst:24
msgid "Release date"
msgstr ""
#: ../../content/services/support/supported_versions.rst:26
msgid "**Odoo 14.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:26
#: ../../content/services/support/supported_versions.rst:26
#: ../../content/services/support/supported_versions.rst:26
#: ../../content/services/support/supported_versions.rst:28
#: ../../content/services/support/supported_versions.rst:28
#: ../../content/services/support/supported_versions.rst:28
#: ../../content/services/support/supported_versions.rst:30
#: ../../content/services/support/supported_versions.rst:32
#: ../../content/services/support/supported_versions.rst:32
#: ../../content/services/support/supported_versions.rst:32
msgid "|green|"
msgstr ""
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#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
#: ../../content/services/support/supported_versions.rst:67
msgid "green"
msgstr ""
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#: ../../content/services/support/supported_versions.rst:26
msgid "October 2020"
msgstr ""
#: ../../content/services/support/supported_versions.rst:28
msgid "**Odoo 13.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:28
msgid "October 2019"
msgstr ""
#: ../../content/services/support/supported_versions.rst:30
msgid "Odoo 12.saas~3"
msgstr ""
#: ../../content/services/support/supported_versions.rst:30
#: ../../content/services/support/supported_versions.rst:30
#: ../../content/services/support/supported_versions.rst:34
#: ../../content/services/support/supported_versions.rst:34
#: ../../content/services/support/supported_versions.rst:38
#: ../../content/services/support/supported_versions.rst:38
#: ../../content/services/support/supported_versions.rst:40
#: ../../content/services/support/supported_versions.rst:40
#: ../../content/services/support/supported_versions.rst:44
#: ../../content/services/support/supported_versions.rst:44
#: ../../content/services/support/supported_versions.rst:46
#: ../../content/services/support/supported_versions.rst:48
#: ../../content/services/support/supported_versions.rst:48
#: ../../content/services/support/supported_versions.rst:50
msgid "N/A"
msgstr ""
#: ../../content/services/support/supported_versions.rst:30
msgid "August 2019"
msgstr ""
#: ../../content/services/support/supported_versions.rst:32
msgid "**Odoo 12.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:32
msgid "October 2018"
msgstr ""
#: ../../content/services/support/supported_versions.rst:32
msgid "*End-of-support is planned for October 2021*"
msgstr ""
#: ../../content/services/support/supported_versions.rst:34
msgid "Odoo 11.saas~3"
msgstr ""
#: ../../content/services/support/supported_versions.rst:34
#: ../../content/services/support/supported_versions.rst:36
#: ../../content/services/support/supported_versions.rst:36
#: ../../content/services/support/supported_versions.rst:38
#: ../../content/services/support/supported_versions.rst:40
#: ../../content/services/support/supported_versions.rst:42
#: ../../content/services/support/supported_versions.rst:42
#: ../../content/services/support/supported_versions.rst:44
#: ../../content/services/support/supported_versions.rst:46
#: ../../content/services/support/supported_versions.rst:48
#: ../../content/services/support/supported_versions.rst:50
msgid "|orange|"
msgstr ""
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#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
#: ../../content/services/support/supported_versions.rst:73
msgid "orange"
msgstr ""
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#: ../../content/services/support/supported_versions.rst:34
msgid "April 2018"
msgstr ""
#: ../../content/services/support/supported_versions.rst:36
msgid "**Odoo 11.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:36
#: ../../content/services/support/supported_versions.rst:42
#: ../../content/services/support/supported_versions.rst:46
#: ../../content/services/support/supported_versions.rst:50
msgid "|red|"
msgstr ""
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#: ../../content/services/support/supported_versions.rst:70
#: ../../content/services/support/supported_versions.rst:70
#: ../../content/services/support/supported_versions.rst:70
#: ../../content/services/support/supported_versions.rst:70
#: ../../content/services/support/supported_versions.rst:70
#: ../../content/services/support/supported_versions.rst:70
msgid "red"
msgstr ""
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#: ../../content/services/support/supported_versions.rst:36
msgid "October 2017"
msgstr ""
#: ../../content/services/support/supported_versions.rst:38
msgid "Odoo 10.saas~15"
msgstr ""
#: ../../content/services/support/supported_versions.rst:38
msgid "March 2017"
msgstr ""
#: ../../content/services/support/supported_versions.rst:40
msgid "Odoo 10.saas~14"
msgstr ""
#: ../../content/services/support/supported_versions.rst:40
msgid "January 2017"
msgstr ""
#: ../../content/services/support/supported_versions.rst:42
msgid "**Odoo 10.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:42
msgid "October 2016"
msgstr ""
#: ../../content/services/support/supported_versions.rst:44
msgid "Odoo 9.saas~11"
msgstr ""
#: ../../content/services/support/supported_versions.rst:44
msgid "May 2016"
msgstr ""
#: ../../content/services/support/supported_versions.rst:46
msgid "**Odoo 9.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:46
msgid "October 2015"
msgstr ""
#: ../../content/services/support/supported_versions.rst:48
msgid "Odoo 8.saas~6"
msgstr ""
#: ../../content/services/support/supported_versions.rst:48
msgid "February 2015"
msgstr ""
#: ../../content/services/support/supported_versions.rst:50
msgid "**Odoo 8.0**"
msgstr ""
#: ../../content/services/support/supported_versions.rst:50
msgid "September 2014"
msgstr ""
#: ../../content/services/support/supported_versions.rst:56
msgid "|green| Supported version"
msgstr ""
#: ../../content/services/support/supported_versions.rst:58
msgid "|red| End-of-support"
msgstr ""
#: ../../content/services/support/supported_versions.rst:60
msgid "N/A Never released for this platform"
msgstr ""
#: ../../content/services/support/supported_versions.rst:62
msgid "|orange| Some of our older customers may still run this version on our Odoo Online servers, we provide help only on blocking issues and advise you to upgrade."
msgstr ""
#: ../../content/services/support/supported_versions.rst:64
msgid "🏁 Future version, not released yet"
msgstr ""
#: ../../content/services/support/supported_versions.rst:77
msgid "I run an older version of Odoo/OpenERP/TinyERP"
msgstr ""
#: ../../content/services/support/supported_versions.rst:79
msgid "OpenERP 7.0, 6.1, 6.0 and 5.0 is not supported anymore, on any platform."
msgstr ""
#: ../../content/services/support/supported_versions.rst:81
msgid "TinyERP 4.0, 3.0, 2.0 and 1.0 is not supported anymore, on any platform."
msgstr ""
#: ../../content/services/support/supported_versions.rst:83
msgid "You should consider `upgrading <https://upgrade.odoo.com/>`_ your database."
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:6
msgid "What can I expect from the support service?"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:10
msgid "5 days a week"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:12
msgid "Your Odoo Online subscription includes **unlimited 24hr support at no extra cost, Monday to Friday**. Our teams are located around the world to ensure you have support, no matter your location. Your support representative could be communicating to you from San Francisco, Belgium, or India!"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:17
msgid "Our support team can be contacted through our `online support form <https://www.odoo.com/help>`__."
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:21
msgid "What kind of support is included?"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:23
msgid "Providing you with relevant material (guidelines, product documentation, etc...)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:25
msgid "Answers to issues that you may encounter in your standard Odoo database (eg. “I cannot close my Point of Sale” or “I cannot find my sales KPIs?”)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:27
msgid "Questions related to your account, subscription, or billing"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:28
msgid "Bug resolution (blocking issues or unexpected behaviour not due to misconfiguration or customization)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:30
msgid "Issues that might occur in a test database after upgrading to a newer version"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:32
msgid "*Odoo Support does not make changes to your production database without your agreement and gives you the material and knowledge to do it yourself!*"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:37
msgid "What kind of support is not included?"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:39
msgid "Questions that require us to understand your business processes in order to help you implement your database"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:41
msgid "Training on how to use our software (we will direct you to our many resources)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:42
msgid "Import of documents into your database"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:43
msgid "Guidance on which configurations to apply inside of an application or the database"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:44
msgid "How to set up configuration models (Examples include: Inventory Routes, Payment Terms, Warehouses, etc)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:46
msgid "Any intervention on your own servers/deployments of Odoo"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:47
msgid "Any intervention on your own third party account (Ingenico, Authorize, UPS, etc)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:48
msgid "Questions or issues related to specific developments or customizations done either by Odoo or a third party (this is specific only to your database or involving code)"
msgstr ""
#: ../../content/services/support/what_can_i_expect.rst:52
msgid "You can get this type of support with a `Success Pack <https://www.odoo.com/pricing-packs>`__. With a pack, one of our consultants will analyze the way your business runs and tell you how you can get the most out of your Odoo Database. We will handle all configurations and coach you on how to use Odoo."
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:4
msgid "Where to find help?"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:8
msgid "Odoo Enterprise"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:10
msgid "Users who have a valid Odoo Enterprise subscription may always contact our support teams through our `support form <https://www.odoo.com/help>`_, no matter the hosting type you chose (Odoo Online, Odoo.sh or on your own server)."
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:14
msgid "Please include in your request:"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:16
msgid "your subscription number"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:17
msgid "the URL of your database if your database is hosted by Odoo (Odoo Online or Odoo.sh)"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:19
msgid "Our agents will get back to you as soon as possible."
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:23
msgid "Odoo Community"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:25
msgid "*Odoo Community users don't get access to the support service.*"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:27
msgid "Here are some resources that might help you:"
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:29
msgid "Our `documentation pages <https://www.odoo.com/page/docs>`_."
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:30
msgid "Ask your question on the `community forum <https://www.odoo.com/forum/help-1>`_."
msgstr ""
#: ../../content/services/support/where_can_i_get_support.rst:31
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msgid ":doc:`Buy Odoo Enterprise </administration/enterprise>` to get the support and bugfix services."
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msgstr ""