msgid "The system can generate leads instead of opportunities, in order to add a qualification step before converting a *Lead* into an *Opportunity* and assigning to the right sales people."
msgid "You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form."
msgid "When you click on a *Lead* you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer."
msgid "If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists."
msgid "Odoo will also automatically propose to merge opportunities if they have the same email address. When merging opportunities, Odoo merges the information into the opportunity which was created first, giving priority to the information present on the first opportunity."
msgid "Here’s how, from the list view. Select the opportunities or leads you want to merge and the action button will appear. Then, you can select merge."
msgid "Automating the lead/opportunity generation will considerably improve your efficiency. By default, any email sent to *sales@database\\_domain.ext* will create an opportunity in the pipeline of the default sales channel."
msgid "Each sales teams can have its own email alias, to generate leads/opportunities automatically assigned to it. It is useful if you manage several sales teams with specific business processes. You will find the configuration of sales teams under :menuselection:`Configuration --> Sales Teams`."
msgid "Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline."
msgid "With the CRM app installed, you benefit from a ready-to-use contact form on your Odoo website that will generate leads/opportunities automatically."
msgid "To change to a specific sales channel, go to :menuselection:`Website --> Configuration --> Settings` under *Communication* you will find the Contact Form info and where to change the *Sales Channel* or *Salesperson*."
msgid "You may want to know more from your visitor when they use the contact form to you will need to build a custom contact form on your website. These contact forms can generate multiple types of records in the system (emails, leads/opportunities, project tasks, helpdesk tickets, etc.)"
msgid "First, go to the page where you want to put your contact form. In edit mode, drag the form builder onto the page, and you will be able to add all the fields you wish."
msgid "When using a contact form, you should use a qualification step before assigning the form to the right sales people. To do so, activate *Leads* in CRM settings and refer to :doc:`convert`."
msgid "In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database. Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business."
msgid "You will now have a new button **Generate Leads** available in your pipeline. You are also able to create lead mining requests from the :menuselection:`Configuration --> Lead Mining Requests` and trough :menuselection:`Leads --> Leads` where you have the **Generate Leads** button."
msgid "When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on `Odoo GDPR <http://odoo.com/gdpr>`__,"
msgid "You can decide to filter the leads you are getting depending on the size (number of employees) of the companies. You can pick the countries your leads are coming from. It is possible to pick multiple countries. You can pick the industries your leads are coming from. It is possible to pick multiple industries."
msgid "This is an In-App Purchase feature, each generated lead will cost you one credit. If you choose to get contact information each contact will also cost us one additional credit. Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__, To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`."
msgid "When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App with Odoo."
msgid "By clicking on any opportunity or lead, you will see a *New Quotation* button, it will bring you into a new menu where you can manage your quote."
msgid "Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople productivity. The Gamification module gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics."
msgid "Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data (goals and challenges) that can be used on *CRM/Sale*."
msgid "As the gamification tool is a one-time technical setup, you need to activate the technical features in order to access the configuration. To do so, go to *Settings* and *Activate the developer mode*."
msgid "A challenge is a mission that you send to your sales team. It can include one or several goals, set for a specific period of time. Configure your challenge as follows:"
msgid "Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity is set), or when the challenge is manually closed."
msgid "In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the month, the winner will be granted with a badge."
msgid "You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under *Goals*. Select the business object according to your company's needs. Examples: number of new leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time frame based on your management preferences, etc."
msgid "For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an exceptional achievement, a badge is an easy way to express gratitude to a user for their good work. To create and grant badges to your employees based on their performance, go to :menuselection:`Settings --> Gamification Tools --> Badges`."
msgid "The Outlook Extension uses *Partner Autocomplete IAP credits* to search and store insights on your contacts. See the :ref:`Pricing section <outlook_extension/pricing>` below for more information."
msgid "To enable this feature on your Odoo database, go to :menuselection:`CRM --> Configuration --> Lead Generation`, enable **Outlook CRM Extension**, and click on *Save*."
msgid "Outlook prompts you to **enter the URL of the add-in's manifest file**. To do so, copy the following URL, paste it in the box, and click on *OK*."
msgid "The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. This is why it is currently necessary to install it as a *custom add-in*."
msgid "By default, you can open the **Odoo for Outlook** extension from the *More actions* menu. This section explains how to move the launcher next to the other default actions."
msgid "Make sure first to :ref:`enable the feature on your database <outlook_extension/enable-feature>`. Failing to do so would result in an *error 404 message*."
msgid "The extension displays some information, even if you do not connect it to any Odoo database. Note that only a limited amount of contact enrichment requests are available as a trial, as this feature requires prepaid credits. See the :ref:`Pricing section <outlook_extension/pricing>` below for more information."
msgid "However, this extension provides you with *Lead Enrichment* in the **Company Insights** section. This service is part of a paid service known as **Lead Generation**."
msgid "The extension allows you to test this service for free, whether you connect the extension to a database or not. After a while, the extension asks you to buy credits to keep using this additional service."
msgid "You can buy more *Lead Generation* credits to keep using this service or disregard this message and keep using the extension for free without *Lead Enrichment*."
msgid "Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of the companies suggested in the dropdown, and quickly get all the information you need."
msgid "From any module, once you start to create a new contact typing the name of it, the system will suggest a potential match. If you select it, the contact will be populated with corporate data."
msgid "If you run out of credits, the only information that will be populated when clicking on the suggested company will be the website link and the logo."
msgid "From there you can filter to which opportunities you wish to see, yours, the ones from your sales channel, your whole company, etc. You can then click on filter and check Won/Lost."
msgid "While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future."
msgid "From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on *Archived*."
msgid "You can also restore items in batch from the Kanban view when they belong to the same stage. Select *Restore Records* in the column options. You can also archive the same way."
msgid "In Odoo, you can manage several sales teams, departments or channels with specific sales processes. To do so, we use the concept of *Sales Channel*."
msgid "You can add members to any channel; that way those members will see the pipeline structure of the sales channel when opening it. Any lead/opportunity assigned to them will link to the sales channel. Therefore, you can only be a member of one channel."
msgid "To see the operations and results of any sales channel at a glance, the sales manager also has access to the *Sales Channel Dashboard* under *Reporting*."
msgid "Here's an example for a Canadian lead, you can modify for whatever criteria you wish to score your leads on. You can add as many criterias as you wish."
msgid "Once the scores computed, leads can be assigned to specific teams using the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation` and apply a specific domain on each team. This domain can include scores."
msgid "Once your scoring rules are in place you will most likely still have some unassigned leads. Some of them could still lead to an opportunity so it is useful to do something with them."
msgid "Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing Automation` apps to send a mass email to them? You can also easily find such unassigned leads from there."
msgid "Now each time a lead is created from the contact form it will keep track of the pages visited by that visitor. You have two ways to see those pages, on the top right corner of your lead/opportunity you can see a *Page Views* button but also further down you will see them in the chatter."
msgid "If you want to sell your products with a discount, for a product getting close to its expiration date for example, you can use discount tags. They allow you to scan discount barcodes."
msgid "Let's say you want 50% discount on a product you have to start your barcode with 22 (for the discount barcode nomenclature) and then 50 (for the %) before adding the product barcode. In our example, the barcode would be:"
msgid "By offering discounts, you can entice your customers and drastically increase your revenue. It is vital to offer discounts, whether they are time-limited, seasonal or manually given."
msgid "To activate time-limited discounts, you must activate the *Pricelists* feature. To do so, go to :menuselection:`Point of Sales --> Configuration --> Point of Sale` and open your PoS. Then, enable the pricelist feature."
msgid "By default, Odoo has a *Public Pricelist* configured. To create more, go to :menuselection:`Point of Sale --> Products --> Pricelists`. Then click on create."
msgid "When creating a pricelist, you can set several criteria to use a specific price: period, min. quantity, etc. You can also decide to apply that pricelist on specific products or on the whole range."
msgid "To activate the *Loyalty Program* feature, go to :menuselection:`Point of Sale --> Configuration --> Point of sale` and select your PoS interface. Under the Pricing features, select *Loyalty Program*"
msgid "You can decide what type of program you wish to use, if the reward is a discount or a gift, make it specific to some products or cover your whole range. Apply rules so that it is only valid in specific situation and everything in between."
msgid "When a customer is set, you will now see the points they will get for the transaction and they will accumulate until they are spent. They are spent using the button *Rewards* when they have enough points according to the rules defined in the loyalty program."
msgid "You probably know the concept of happy hour: during a certain period of time, the barman gives a discount on some drinks (usually 50% off or a buy one get one free). When the period is over, prices go back to normal. But how does that relate with Odoo?"
msgid "In Odoo, you can set up happy hours. It’s one of the many possible uses of *Pricelists*. Those *Pricelists* allow the creation of multiple prices for the same product: a regular one and a special one for happy hours. Available in the *PoS* app, those are really convenient."
msgid "To set up a *Pricelist*, go to :menuselection:`Point of Sale --> Configuration --> Configuration` and enable the *Pricelist* feature. Then, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and enable *Pricelist* for the *PoS*."
msgid "Now, you can create *Pricelists* by clicking on the *Pricelists* link. Then, set it up by choosing the product category you want to include in your happy hour and the discount."
msgid "The Belgian government requires certain businesses to use a government-certified device called a **Fiscal Data Module** (also known as a **blackbox**). This device works together with the POS application and logs certain transactions. On top of that, the used POS application must also be certified by the government and must adhere to strict standards specified by them. `Odoo 9 (Enterprise Edition) is a certified application <http://www.systemedecaisseenregistreuse.be/systemes-certifies>`_. More information concerning the Fiscal Data Module can be found on `the official website <http://www.systemedecaisseenregistreuse.be/>`_."
msgid "A government certified `Fiscal Data Module <http://www.systemedecaisseenregistreuse.be/systemes-certifies#FDM%20certifiés>`_ per POS, all of them should work, but the Cleancash SC-B is recommended, you will also need:"
msgid "In order to use a Fiscal Data Module, you will need a registered IoT Box. These IoT Boxes are similar to the regular IoT Boxes we sell, but they are registered with the Belgian government. This is required by law. Attempting to use a Fiscal Data Module on a non-registered IoT Box will not work. You can verify that the Fiscal Data Module is recognized by the IoT Box by going to the *Hardware status page* via the IoT Box homepage."
msgid "An Odoo POS app can be given certified POS capabilities by installing the **Belgian Registered Cash Register** app (technical name: ``pos_blackbox_be``). Because of government restrictions imposed on us, this installation cannot be undone. After this, you will have to ensure that each POS configuration has a unique registered IoT Box associated with it (:menuselection:`Point of Sale --> Configuration --> Point of Sale` and ensure Hardware Proxy / IoT Box and the serial number of your IoT Box is set). The first time you open the Point of Sale and attempt to do a transaction, you will be asked to input the PIN that you received with your VAT signing card."
msgid "The certification granted by the government is restricted to the use on odoo.com SaaS instance. The usage of the module from the source or a modified version will **not** be certified. For on-premise users, we also support the Fiscal Data Module in such installations. The main restriction is that this requires an obfuscated version of the ``pos_blackbox_be`` module we will provide on request for Enterprise customers."
msgid "As mentioned before, in order to get certified the POS application must adhere to strict government guidelines. Because of this, a certified Odoo POS has some limitations not present in the non-certified Odoo POS."
msgid "When working with a Point of Sale application, employees want a simple, and user-friendly solution. A solution that works online or offline and with any device."
msgid "A Point of Sale system is a fully integrated application that allows any transaction, automatically registers product moves in your stock, and gives you real-time statistics and consolidations across all shops."
msgid "To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products` and open a product. In the *Sales* tab, enable *Available in Point of Sale*."
msgid "To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and click on create. Then, you can name your payment method and set it up."
msgid "Now, you can select the payment method in your PoS settings. To do so, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open the PoS in which you want to include the payment method. Then, add the payment method."
msgid "Once an order is completed, you can register the payment. All the available payment methods appear on the left of the screen. Select the payment method and enter the received amount. Then, you can validate the payment."
msgid "To do that, from the PoS interface, select the product and quantity (with the +/- button) that the customer wants to return. For multiple products, repeat the process individually."
msgid "To close your session at the end of the day, click on the close button on the upper right corner of your screen and confirm. Now, close the session on the dashboard view."
msgid "Once a session is closed, you can see a summary of all transactions per payment method. Then, click on a line to see all orders that were paid during your PoS session. If everything is correct, validate the session and post the closing entries."
msgid "To connect the PoS hardware with an Odoo IoT Box, please refer to these docs: :doc:`Connect an IoT Box to your database </applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS </applications/productivity/iot/config/pos>`."
msgid "To access your statistics, go to :menuselection:`Point of Sales --> Reporting --> Orders`. There, you can see various statistics in graph or pivot form."
msgid "Registering your customers will give you the ability to grant them various privileges such as discounts, loyalty program, specific communication. It will also be required if they want an invoice and registering them will make any future interaction with them faster."
msgid "Connecting an Ingenico Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect an IoT Box to your database, please refer to the :doc:`IoT documentation </applications/productivity/iot/config/connect>`."
msgid "Now, click on connexion change and TCP/IP. Type the IP of your *IoT Box* (you can find it on the form view of your IoT Box). Then, enter 9000 as port. The terminal will restart. Once it is done, go on your *IoT Box* form in Odoo and verify that the terminal has been found."
msgid "Go back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the payments section and access your payment methods. Create a new payment method for Ingenico, select the payment terminal option Ingenico, and select your payment terminal device."
msgid "In your *PoS interface*, when processing a payment, select a *Payment Method* using a payment terminal. Check that the amount in the tendered column is the one that has to be sent to the payment terminal and click on *Send*. When the payment is successful, the status will change to *Payment Successful*."
msgid "If there is any issue with the payment terminal, you can still force the payment using the *Force Done*. This will allow you to validate the order in Odoo even if the connexion between the terminal and Odoo has issues."
msgid "Even though Worldline has recently acquired SIX Payment Services and both companies use Yomani payment terminals, the firmware they run is different. Terminals received from Worldline are therefore not compatible with this integration."
msgid "Back in :menuselection:`Point of Sale --> Configuration --> Payment Methods`, Create a new payment method for SIX, select the payment terminal option \"SIX without IoT Box\", and enter your payment terminal IP address."
msgid "In your PoS interface, at the moment of the payment, select a payment method using a payment terminal. Verify that the amount in the tendered column is the one that has to be sent to the payment terminal and click on *Send*. If you want to cancel the payment request, click on cancel."
msgid "When the payment is done, the status will change to *Payment Successful*. You can always reverse the last transaction by clicking on *Reverse*."
msgid "If there is any issue with the payment terminal, you can still force the payment using the *Force Done*. This will allow you to validate the order in Odoo even if the connexion between the terminal and Odoo encounters issues."
msgid "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the payments section and access your payment methods. Create a new payment method for Vantiv, select the payment terminal option Vantiv, and create new Vantiv credentials."
msgid "To create new Vantiv credentials, fill in your merchant ID and password, then save. Make sure the credentials you just created are selected, then save the payment method."
msgid "Use the *Bill Printing* feature to print the bill before the payment. This is useful if the bill is still subject to evolve and is thus not the definitive ticket."
msgid "In Odoo, *Fiscal Positions* let you apply different taxes based on the customer location. In a *Point of Sale*, such as a restaurant, it can be used to apply different taxes depending if the customer eats in or takes away."
msgid "To enable this feature, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and check *Fiscal Position per Order*. Now, you can choose the fiscal positions you want for your *PoS*."
msgid "If you want to use a default fiscal position, meaning that a preexisting value is always automatically assigned, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and enable *Fiscal Position*. Now, choose one to set as the default one."
msgid "To ease the workflow between the front of house and the back of the house, printing the orders taken on the PoS interface right in the kitchen or bar can be a tremendous help."
msgid "To activate the *Order printing* feature, go to :menuselection:`Point of Sales --> Configuration --> Point of sale` and select your PoS interface."
msgid "Restaurants have specific needs that shops don’t have. That’s why Odoo gives restaurant owners several unique features to help them manage their business in the best possible way."
msgid "Floor and table management, bill splitting, or even the possibility to print orders from the kitchen, everything is there to help your business shine and your employees to work efficiently."
msgid "To activate the bar/restaurant features, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and open your PoS. Now, select *Is a Bar/Restaurant*."
msgid "Once your *Point of Sale* has been configured, select *Table Management* under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, click on *Floors* to create and name your floor and tables."
msgid "To make your table easier to be found, you can rename them, change their shape, size or even color. It is also possible to add the maximum number of sits the table can have."
msgid "If your customers want to move to another table after they already ordered, use the transfer button. This way, the order is also moved to the new table."
msgid "Offering an easy bill splitting solution to your customers will leave them with a positive experience. That's why this feature is available out-of-the-box in the Odoo Point of Sale application."
msgid "To activate the *Bill Splitting* feature, go to :menuselection:`Point of Sales --> Configuration --> Point of sale` and select your PoS interface."
msgid "From your PoS interface, scan any barcode with your barcode scanner. The product will be added, you can scan the same product to add it multiple times or change the quantity manually on the screen."
msgid "Cash control allows you to check the amount of the cashbox at the opening and closing. You can thus make sure no error has been made and that no cash is missing."
msgid "To activate the *Cash Control* feature, go to :menuselection:`Point of Sales --> Configuration --> Point of sale` and select your PoS interface."
msgid "If you use the *Take Money Out* option to take out your transactions for this session, you now have a zero-sum difference and the same closing balance as your opening balance. You cashbox is ready for the next session."
msgid "**Cash rounding** is required when the lowest physical denomination of currency, or the smallest coin, is higher than the minimum unit of account."
msgid "For example, some countries require their companies to round up or down the total amount of an invoice to the nearest five cents, when the payment is made in cash."
msgid "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the point of sale you want to configure, and enable the *Cash Rounding* option."
msgid "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*, then save both the Rounding Method and your Point of Sale settings."
msgid "Under the *Bills & Receipts* you will see the invoicing option, tick it. Don't forget to choose in which journal the invoices should be created."
msgid "Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top right corner) you will find all your orders in :menuselection:`Point of Sale --> Orders --> Orders` and under the status tab you will see which ones have been invoiced. When clicking on a order you can then access the invoice."
msgid "With Odoo *Point of Sale*, you can manage multiple cashiers. This feature allows you to keep track of who is working, when and how much each cashier made for that session."
msgid "To enable the feature, go to your *PoS settings* and check log in with employees on your *PoS form*. Then, add the employees that have access to the cash register."
msgid "You can ask your employees to log themselves with their badges. To do so, set up a barcode at the same place you add the PIN code. Print the badge and when they will scan it, the cashier will be switched to that employee."
msgid "A portal access is given to a user who has the necessity to have access to Odoo instance, to view certain documents or information in the system."
msgid "From the main menu, select **Contacts** menu. If the contact is not yet created in the system, click on the create button to create new contact. Enter details of the contact and click \"save\"."
msgid "Enter the login **email ID**, check the box under **In Portal** and add the content to be included in the email in the text field box below. Click on **Apply** when you're done."
msgid "The **Amazon Connector** synchronizes the orders between Amazon and your Odoo database, which reduces considerably the amount of time spent on your Amazon Seller Central dashboard, making your daily routine a lot easier."
msgid "The connector is designed to synchronize orders' data as detailed above. Other actions, such as downloading monthly fees reports, handling disputes, or issuing refunds must be managed from Amazon Seller Central, as usual."
msgid "The Amazon Connector currently supports 9 marketplaces. If a marketplace is not listed below, it may be possible for you to :ref:`add it as an unsupported marketplace <amazon/add-unsupported-marketplace>`."
msgid "Orders are automatically fetched from Amazon and synchronized in Odoo at regular intervals. The synchronization is based on the Amazon status: only orders whose status has changed since the last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the same is done for **Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are created in Odoo if they are not yet registered."
msgid "To force the synchronization of an order whose status has not changed since the last synchronization, activate the :doc:`Developer mode </applications/general/developer_mode>`, navigate to your Amazon account and modify the date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status change of the order that you wish to synchronize and save."
msgid "To synchronize immediately the orders of your Amazon account switch to :doc:`Developer mode </applications/general/developer_mode>`, head to your Amazon account and click on **SYNC ORDERS**. The same can be done with pickings by clicking on **SYNC PICKINGS**."
msgid "When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a picking is created along with the sales order and the customer. You can either ship all the ordered products to your customer at once or ship products partially by using backorders."
msgid "When a picking related to the order is confirmed, a notification is sent to Amazon who will, in turn, notify the customer that the order (or a part of it) is on its way."
msgid "When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for each sales order item so that it is saved in your system. Inventory managers can find such moves in :menuselection:`Inventory --> Reporting --> Product Moves`. They pick up products in a specific inventory location called **Amazon**. This location represents your stock in Amazon's warehouses and allows you to manage the stock of your products under the FBA program."
msgid "To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after replenishing it. You can also trigger an automated replenishment from reordering rules on the Amazon location."
msgid "The Amazon location is configurable by Amazon account managed in Odoo. All accounts of the same company use the same location by default. It is however possible to follow the stock by marketplace. First, remove the marketplace for which you want to follow the stock separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another stock location to the second registration of your account."
msgid "You can issue invoices for Amazon orders in Odoo. Click **Create Invoice** in the sales order to do so. You can also do it in batch from the list view of orders. Then, confirm and send the invoices to your customers."
msgid "As the customer has paid Amazon as an intermediary, you should register invoice payments in a payment journal dedicated to Amazon (e.g. Amazon Payments, with a dedicated intermediary account). You can do the same with the vendor bill received from Amazon and dedicated to commissions. When you receive the balance on your bank account at the end of the month and record your bank statements in Odoo, you simply credit the Amazon intermediary account by the amount received."
msgid "As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick glances at the figures in just a few clicks in Sales reporting. By default, your account's sales team is shared between all of your company's accounts."
msgid "It is also possible to perform reporting on a per-marketplace basis in a similar fashion. First, remove the marketplace you wish to track separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another sales team to one of the two registrations of your account."
msgid "The Amazon Connector uses an Authorization Token that allows Odoo to fetch data from your Amazon Seller Central account. This token can be obtained directly through Seller Central in a few clicks and needs to be set up in your Odoo database configuration."
msgid "Connect to your Seller Central account for the marketplace you initially signed up (e.g. if you created your account on Amazon Germany, go to `Amazon Seller Central for Germany <https://sellercentral.amazon.de>`_) with an administrator account."
msgid "In the main menu, select :menuselection:`Apps & Services --> Manage Your Apps`; in the page that displays, click on the ``Authorize new developper`` button:"
msgid "Odoo S.A. is unable to access your Amazon account's information without the Authorization Token which is stored in your Odoo database - we do not store these tokens on our platform directly and are therefore unable to access your account's information outside of the Amazon Connector normal flows."
msgid "The **Seller ID** can be found in Seller Central under the link **Your Merchant Token** on the **Seller Account Information** page. The **Authorization Token** is the one you generated in the :ref:`previous step <amazon/generate_auth_token>`."
msgid "Upon saving, your credentials are checked. In case of issues, an error will be displayed - the information cannot be saved until your credentials are recognized by Amazon."
msgid "Once the account is registered, the marketplaces available to this account are synchronized and listed under the **Marketplaces** tab. If you wish, you can remove some items from the list of synchronized marketplaces to disable their synchronization."
msgid "When an Amazon order is synchronized, up to three sales order items are created in Odoo for each product sold on Amazon: one for the marketplace product, one for the shipping charges (if any) and one for the gift wrapping charges (if any)."
msgid "The selection of a database product for a sales order item is done by matching its **internal reference** with the **SKU** for marketplace items, the **shipping code** for delivery charges, and the **gift wrapping** code for gift wrapping charges."
msgid "For marketplace products, pairings are saved as **Amazon Offers** which are listed under the **Offers** stat button on the account form. Offers are automatically created when the pairing is established and are used for subsequent orders to lookup SKUs. If no offer with a matching SKU is found, :ref:`the internal reference is used instead <amazon/matching>`."
msgid "It is possible to force the pairing of a marketplace item with a specific product by changing either the product or the SKU of an offer. The offer can be manually created if it was not automatically done yet. This is useful if you do not use the internal reference as the SKU or if you sell the product under different conditions."
msgid "If no database product with a matching internal reference is found for a given SKU or gift wrapping code, a default database product **Amazon Sale** is used. The same is done with the default product **Amazon Shipping** and the shipping code."
msgid "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to the sales order items are those set on the product or determined by the fiscal position. Make sure to have set the correct taxes on your products in Odoo or to have it done by a fiscal position, to avoid discrepancies in the subtotals between Seller Central and Odoo."
msgid "As Amazon does not necessarily apply the same taxes as those configured in Odoo, it may happen that order totals differ by a few cents from that on Seller Central. Those differences can be resolved with a write-off when reconciling the payments in Odoo."
msgid "Some Amazon Marketplaces, such as Amazon Brazil, are not officially supported by Odoo but might be compatible with your seller account. These marketplaces can be added manually should you wish to use them. See :ref:`here <amazon/supported-marketplaces>` for the exhaustive list of natively supported marketplaces."
msgid "To find out if a marketplace is eventually compatible, check the `Amazon Documentation <https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_. The marketplace must belong to the same region as that of your seller account."
msgid "From there, you can create a new marketplace record. You will need the Marketplace ID and Endpoint for your marketplace as described in the `Amazon Documentation <https://docs.developer.amazonservices.com/en_US/dev_guide/DG_Endpoints.html>`_."
msgid "Set the name of the record to ``Amazon.<domain>`` to easily retrieve it (for instance: ``Amazon.se``). The **Code**, **Domain** and **API Identifier** fields should respectively hold the *Country Code*, *Amazon MWS Endpoint* and *MarketplaceId* values from the Amazon Documentation."
msgid "Once the marketplace is saved, you should then update the Amazon Account configuration by going to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`, open the account on which you wish to use the new marketplace, go to the **Marketplaces** tab and click on **Update available marketplaces** (an animation should confirm the success of the operation). Newly added marketplaces are automatically added to the list of synchronized marketplaces. If the new marketplace is not added to the list, it means that it is either incompatible or unavailable for your seller account."
msgid "As manually added marketplaces are not officially supported by Odoo, there is no guarantee that adding one as described above will work, nor can this be considered as a bug when contacting Odoo Support."
msgid "The **Description Template** allows you to use templates for your listings. The default template only use the **eBay Description** field of the product. You can use html inside the **Description Template** and in the **eBay Description**."
msgid "When the **use eBay** on a product with variations is checked and with **Fixed Price** as **Listing Type**, the eBay form is sligthly different. In the variants array, you can choose which variant will be listed on eBay as well as set the price and the quantity for each variant."
msgid "Products identifiers such as EAN, UPC, Brand or MPN are required in most of the eBay category. The module manages the EAN and UPC identifiers with the **Barcode** field of the product variant. If the **Barcode** field is empty or is value is not valid, the EAN and UPC values will be set as 'Does not apply' as recommended by eBay. The Brand and MPN values are working as item specifics and should be define in the **Variants** tab on the product form. If theses values are not set, 'Does not apply' will be used for the eBay listing."
msgid "In order to create your tokens, you need to create a developer account on the `developer portal <https://go.developer.ebay.com/>`_. Once you are logged in, you can create **Sandbox Keys** and **Production Keys** by clicking on the adequate buttons."
msgid "After the creation of the keys, you can get the user token. To do so, click on the **Get a User Token** link in the bottom of the page. Go through the form, log in with you eBay account and you will get the keys and token needed to configure the module in Odoo."
msgid "First choose if you want to use the production or the sandbox eBay Site. Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert Key**. Apply the changes."
msgid "Once the page is reloaded, you need to synchronize information from eBay. Push on **Sync countries and currencies**, then you can fill in all the other fields."
msgid "If you have a lot of products, the eBay API can sometimes refuse some synchronization calls due to a time-based limit on the number of requests that eBay enforces."
msgid "To fix this issue, a new implementation mechanism has been developped; however this updated mechanism is disabled by default to avoid having the 2 systems running in parallel in existing installations."
msgid "Activate the new synchronization actions (*Ebay: get new orders* which runs every 15min by default and *Ebay: synchronise stock (for 'get new orders' synchronisation)* which runs once a day per default)"
msgid "A down payment is a partial payment made by the buyer when a sales contract is concluded. This implies both parties' full commitment (seller and buyer) to honor the contract. With a down payment, the buyers show their will to acquire the product and agree to pay the rest later, while the sellers are obliged to provide the goods by accepting it."
msgid "Sometimes a down payment is required for expensive orders or projects. That way, you can protect yourself and make sure that your customer is reliable."
msgid "When a sales order is confirmed, you then have the possibility to create an invoice. Invoices are automatically created in drafts so that you can review them before validation. To create an invoice, Odoo Sales offers you 3 options:"
msgid "In terms of down payment, it can either be a fixed amount or a percentage of the total amount. The first time you request a down payment, you can set a percentage or a fixed amount of your choice, and select the right income account and taxes. These settings will be reused for future down payments."
msgid "When you request your first down payment, a new product called **Down payment** will be created. This product will be registered as a **service** product with an invoicing policy of **ordered quantities**. As a reminder, you can edit this product and modify it at any time. Please note that if you choose **delivered quantities** as invoicing policy, **you will not be able to create an invoice**."
msgid "For this first example, we will use a 50% amount down payment with a product using **ordered quantities** as invoicing policy. Make sure to check out our documentation about invoicing policies here: :doc:`invoicing_policy` , before requesting your first down payment. When it comes to create and view the invoice, you will only have access to a draft invoice mentioning the down payment (as you can see below)."
msgid "There, you can post the invoice and register the payment of your customer. But, we all know that in real life this flow does not happen immediately. So, for now, you can return to the sales order. There, you will have the possibility to see the order as a customer with the **Customer preview** button or to reach easily the previous draft invoice with the **Invoice** button. In any case, the down payment will be mentioned on both (sales order and draft invoice)."
msgid "To complete the flow, when the customer wants to pay the rest of his sales order, you must create another invoice. Once again, you will have the choice to make another down payment or to deduct all the down payments and so, paying the rest of the invoice as a regular invoice."
msgid "Be careful that if you do a down payment with a product using **delivered quantities** as invoicing policy, you won’t be able to deduct all the down payments when it comes to invoicing your customer. Indeed, you have to deliver a product before creating the final invoice. If nothing has been delivered, you create a **credit note** that cancels the draft invoice created after the down payment. To do so, you have to install the **Inventory App** to confirm the delivery. Otherwise, you can enter the delivered quantity manually on the sales order."
msgid "You can edit it and under the **General Information Tab** you will be able to change the customer taxes. Now, to change the income account, you will need to install the **Accounting App** to have the possibility to see the **Accounting Tab** on the product form."
msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an consultant paying an hotel to work on the site of your client. As a company, you would like to be able to invoice that expense to your client."
msgid "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Invoicing --> Configuration --> Settings` and activate *Analytic Accounting*."
msgid "Under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
msgid "The **Invoice what is ordered** rule is used as **default mode** in Odoo Sales, which means that customers will be invoiced once the sales order is confirmed."
msgid "The **Invoice what is delivered** rule will invoice customers once the delivery is done. This rule concerns businesses that sell materials, liquids or food in large quantities. In these cases, the quantity might diverge a little bit and it is, therefore, preferable to invoice the quantity actually delivered."
msgid "Being able to have different invoicing options allow you more flexibility. Indeed, you need to know exactly how to invoice your customers for different situations."
msgid "If you decide to choose the **Invoice what is delivered** rule, you will not be able to activate the feature called **Automatic invoice**, which automatically generates invoices when the online payment is confirmed."
msgid "On Odoo Sales, the basic sales flow will be to create a quotation, send it to your customer, wait for confirmation, confirm the sales order and create an invoice."
msgid "**Invoice what is delivered**: Small impact on sales flow because you will have to manually enter the delivered quantity on the sales order or to install the **Inventory App** to confirm the delivered quantity before creating an invoice, with the **Sales App**. Indeed, if you try to create an invoice without validating the delivered quantity, you will receive an error message as below."
msgid "Once the quotation is confirmed and that the status went from **Quotation sent** to **Sales order**, you are able to see your delivered and invoiced quantities directly from your sales order (it is true for both rules)."
msgid "Milestone invoicing can be used for expensive or large-scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. This invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several installments."
msgid "A pro-forma invoice is an abridged or estimated invoice in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment."
msgid "From the sales app, create a quotation to the desired customer, and select the subscription product your previously created from the Subscriptions App."
msgid "When you confirm the sale the subscription will be created automatically. You will see a direct link from the sales order to the Subscription in the upper right corner."
msgid "Time and Materials is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change."
msgid "This is opposed to a fixed-price contract in which the owner agrees to pay the contractor a lump sum for the fulfillment of the contract no matter what the contractors pay their employees, sub-contractors, and suppliers."
msgid "For this documentation I will use the example of a consultant, you will need to invoice their time, their various expenses (transport, lodging, ...) and purchases."
msgid "In *Project* you will use timesheets, to do so go to :menuselection:`Project --> Configuration --> Settings` and activate the *Timesheets* feature."
msgid "From a product page set as a service, you will find two options under the invoicing tab, select both *Timesheets on tasks* and *Create a task in a new project*."
msgid "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Accounting --> Configuration --> Settings` and activate *Analytic Accounting*."
msgid "under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
msgid "You will need the *Purchase Analytics* feature, to activate it, go to :menuselection:`Invoicing --> Configuration --> Settings` and select *Purchase Analytics*."
msgid "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> Settings`. As admin, you need *Adviser* access rights on Invoicing/Accounting apps."
msgid "To activate a new currency, go to :menuselection:`Accounting --> Configuration --> Currencies`, select it in the list and press *Activate* in the top-right corner. Now it will show up in currencies drop-down lists."
msgid "The conversion rates can be found in :menuselection:`Accounting --> Configuration --> Currencies`. They can be updated from Yahoo or the European Central Bank at your convenience: manually, daily, weekly, etc. See :menuselection:`Accounting --> Settings`."
msgid "Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business. A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. You can set several critarias to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc."
msgid "As pricelists only suggest prices, they can be overridden by vendors completing sales orders. Choose your pricing strategy from :menuselection:`Sales --> Settings`."
msgid "To apply several prices per product, select *Different prices per customer segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab in the product detail form. You can settle following strategies."
msgid "The default pricelist applied to any new customer is *Public Pricelist*. To segment your customers, open the customer detail form and change the *Sale Pricelist* in the *Sales & Purchases* tab."
msgid "*Advanced pricing based on formula* allows to set price change rules. Changes can be relative to the product list/catalog price, the product cost price, or to another pricelist. Changes are calculated via discounts or surcharges and can be forced to fit within floor (minumum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars)."
msgid "Once installed go to :menuselection:`Sales --> Configuration --> Pricelists` (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use e-Commerce)."
msgid "Each pricelist item can be associated to either all products, to a product internal category (set of products) or to a specific product. Like in second option, you can set dates and minimum quantities."
msgid "Pricelists can be set by countries group. Any new customer recorded in Odoo gets a default pricelist, i.e. the first one in the list matching the country. In case no country is set for the customer, Odoo takes the first pricelist without any country group."
msgid "In case of discount, you can show the public price and the computed discount % on printed sales orders and in your eCommerce catalog. To do so:"
msgid "Import templates are provided in the **Import Tool** of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, etc.)."
msgid "Don't change the labels of columns you want to import. Otherwise, Odoo won't recognize them anymore, and you will have to map them on your own in the import screen."
msgid "Feel free to add new columns, but the fields need to exist in Odoo. If Odoo fails in matching the column name with a field, you can match it manually when importing by browsing a list of available fields."
msgid "An Odoo object is always related to many other objects (e.g., a product is linked to product categories, attributes, vendors, etc.). To import those relations, you need to import the records of the related object first from their own list menu."
msgid "You can do this using the name of the related record or its ID. The ID is expected when two records have the same name. In such a case, add \" / ID\" at the end of the column title (e.g., for product attributes: Product Attributes / Attribute / ID)."
msgid "Product variants are used to manage products having different variations, like size, color, etc. It allows managing the product at the template level (for all variations) and at the variant level (specific attributes)."
msgid "**Price**: every product variant has its own public price that is computed based on the template price ($20) with an optional extra for every variant (+$3 for color red). However, you can define pricelist rules that apply on the template or the variant."
msgid "**Inventory**: the inventory is managed by product variant. You don't own t-shirts, you only own \"T-shirts, S, Red\", or \"T-Shirts, M, Blue\". For information purpose, on the product template form, you get the inventory that is the sum of every variant. (but the actual inventory is computed by variant)"
msgid "**Other fields**: most of the other fields belongs to the product template. If you update them, it updates automatically all the variants. (example: Income Account, Taxes)"
msgid "**eCommerce**: in your online shop, the customer will only see product templates in the catalog page. Once the visitor click on such a product, he will have options to choose amongst the variants (colors, sizes, …)"
msgid "**Manufacturing**: Using variants allows to define only one bill of material for a product template and slight variations for some of the variants. Example: instead of creating a Bill of Material for \"T-shirt, Red, S\", you create a bill of material for \"T-shirt\" and add some lines that are specific to the dimension S, and other lines specific to the color Red."
msgid "**Pricing**: The default price of a product is computed using the price of the product template and add the optional extra price on each dimension of the variant. This way, variant prices are easier to maintain since you don't have to set the price for every variant. However, it's possible to create pricelist rules to fix price per variants too."
msgid "Using variants may add a level of complexity on the way you use Odoo. You should consider using variants only if you need it to reduce the complexity of managing lots of products that are similars."
msgid "As an example, importing your initial product catalog is more complex if you use variants. You can't just import a list of products, you must import product templates and all their related variations."
msgid "In addition to that, you should also carefully select the dimensions that you manage as separate product templates and those as variants. As an example, a company having these products:"
msgid "In such a use case, you could create 1 template with three dimensions of variants (Layout, T-Shirts, Polos). But, it's recommended to create two different product templates as T-shirts may highly differ from polos or shirts and customer expect to see these as two different products in the e-Commerce:"
msgid "Before you can use product variants, you must first activate the product variants in the settings. To do so, you must go to the Sales app. In the menu :menuselection:`Configuration --> Settings`, locate the **Products Variants** line, and tick the option **Products can have several attributes**, then click on **Apply**."
msgid "Once you have activated the variant option, you can add variants to your products. To do so, go to the Sales module, :menuselection:`Sales --> Products`. It is also accessible from the Purchase and inventory modules."
msgid "In the product page, a new tab called Variants has appeared. The number in purple written on top is the number of variants this product currently has. To add new variants, click on the tile. In the new window, click on **Create**."
msgid "In **Attributes**, click on the rolldown menu and select the type of variance you wish to add. If the variant does not yet exist, you can create it on the fly by clicking on Create and edit…"
msgid "In the Attributes window, the **Value** field is the description of the attribute such as Green, Plastic or 32GB. The **Attribute** field is the type of variant such as Color, Material or Memory."
msgid "You can add a cost for the variant on the fly by adding it in the **Attribute Price Extra** field, or choose to modify it later. Click on **Save**."
msgid "By default, with the above product template, you get 15 different products (3 colors, 5 sizes). If the XXL size only exists for red and blue t-shirts, you can deactivate the white product variant."
msgid "To do this, click on the **Variants** button, select the XXL, White T-shirt. From the product form, uncheck the **Active** box of the T-shirt White, XXL."
msgid "Once you have activated the variant option, you can add variants to your products. To do so, go to the Sales module, open :menuselection:`Sales --> Products` and click on the product you want to modify. Click on the **Variant Prices** button to access the list of variant values."
msgid "Click on the variant name you wish to add a value to, to make the 3 fields editable. In the **Attribute Price Extra** field, add the cost of the variant that will be added to the original price."
msgid "When sending quotations, it is important to set a deadline to encourage your customers to act. Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also allow you to protect yourself in case you have to fulfill an order at a price that is no longer profitable for you."
msgid "It is also possible to add a deadline to every quotation template created. Whenever a specific quotation template is used in a quote, its associated deadline will be automatically applied. Be sure to check out our documentation about :doc:`quote_template` to excel in their use."
msgid "By clicking on the **Customer Preview** button, you will be able to see when the offer expires. For your information, the number of days will be the same as those mentioned in the quotation template."
msgid "With Odoo Sales, you can configure different addresses for delivery and invoicing. For some customers, it will be very practical to define specific billing and shipping addresses. Indeed, not everyone will have the same delivery location as the invoicing location."
msgid "When you create a quotation, you must add a customer. This customer can be a company or a person with specific billing and shipping addresses already defined and registered in the system, or it can be a new customer. In this case, you have to **Create and edit** the contact form for your new customer and link it, if necessary, to a company. In this contact form, you will be able to add, delete and modify invoice and delivery addresses."
msgid "If you select a customer with defined invoice and delivery addresses, Odoo will automatically use them to fill in the fields. Now, if you want to change it instantly, it is possible to do so directly from the quotation or the sales order."
msgid "Previously, we talked about the contact form that you can fill in directly from a quotation or a sales order to add billing and shipping addresses to customers. But, if you go to :menuselection:`Sales --> Orders --> Customers`, you can create or modify every customer you want and add, delete or modify invoice and delivery addresses instantly there, before creating a quotation."
msgid "Like for the previous example, go to :menuselection:`Sales --> Orders --> Customers` and create a new customer. There, you can add company information but, more importantly, you can enter billing and shipping addresses under the **Contacts & Addresses** tab."
msgid "Once done, you can return to your Sales dashboard and create a new quotation. Now, if you enter your new customer, you will see that the other fields will fill in by themself with the information previously saved for billing and shipping addresses."
msgid "In general, online payments are considered as a fast and secure alternative to traditional payment methods. It is generally cheaper, easier and faster than other payment methods. It is particularly useful and efficient for international transactions. With Odoo Sales, you can use online payments to get automatic orders confirmation. Online payments are made instantly, so it's very convenient and saves lots of time in a basic sales process."
msgid "There, you will have direct access to the **Payment Acquirers** page. It will allow you to select and configure your acquirers of choice. Before creating or modifying a payment acquirer, be sure to check out our documentation about how to be paid with payment acquirers such as :doc:`/applications/general/payment_acquirers/paypal`, :doc:`/applications/general/payment_acquirers/authorize`, and others in the :doc:`/applications/general/payment_acquirers` documentation."
msgid "If you are familiar with this documentation: :doc:`quote_template`; you can activate or not the **Online Payment** feature for each template you use, under their confirmation tab."
msgid "After opening quotations from their received email, your customers will have different possibilities to make their online payments. For example:"
msgid "Online signatures are like electronic \"fingerprints\". By using them on Odoo, you will get automatic orders confirmation. You and your customers will save a lot of time by using this feature compared to a traditional process."
msgid "If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the **Online Signature** feature for each quotation template you use, under their confirmation tab. Example:"
msgid "When you send quotations to clients, they can instantly accept and sign it online. When they click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the field with an automated signature or load a file from their computer. Here below, it is an example of an automated signature:"
msgid "Once signed, you will have the possibility to choose your payment methods. Then, when the quotation will be paid and confirmed, a delivery order will be created automatically by Odoo."
msgid "The use of optional products is a marketing strategy for cross-selling products along with a core product. The aim is to offer useful and related products to your customers. For instance, if a customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging seats, or not to order such high-quality products and simply buy his car."
msgid "With Odoo Sales, it is possible to add or modify optional products directly on quotations (under the **Optional Products** tab, as you can see below)."
msgid "By clicking on the **Customer Preview** button, you will be able to see what your customers will have as possibilities after opening a quotation from their received email."
msgid "In practice, your customers will be able to add different optional products to their order by using associated carts, with a user-friendly layout. More than that, if a customer selects all the optional products suggested, these additional items will automatically fill in the quotation managed by the salesman."
msgid "Be sure to check out our documentation about :doc:`quote_template` to understand how you can enable, create, design and manage your own quotation templates before reading this part."
msgid "By creating custom quotation templates, you will save a lot of time. Indeed, with the use of templates, you will be able to send complete quotations at a fast pace."
msgid "For even more convenience, it is also recommended to add the **Quotation Builder** feature which will help you design your quotation templates very easily. This option will automatically install the Odoo Website App."
msgid "You can create a new template or edit an existing one. Once named, you will be able to select products and quantities as well as the expiration time of the quotation."
msgid "You will have the possibility to design your template and edit the customer interface in order to manage what clients will see before accepting and paying the quotation. For example, you will be able to describe your company, your services and your products. To do so, you can click on **Edit** and you will be brought to the quotation builder."
msgid "You can easily edit the content of your template by dragging & dropping different building blocks to organize your quotation. For example, you can add a content block to describe your products."
msgid "Templates facilitate the confirmation process by allowing customers to sign electronically or to pay online. You can activate these two options directly in the quotation template itself."
msgid "Specifying terms and conditions is essential to set out important contractual points such as payment terms, limitation of liability and delivery terms between customers and sellers. Every seller must declare all formal information concerning products and company policy. On the other hand, each customer must take note of all these conditions before committing to anything. With Odoo Sales, it is very easy to include your default terms and conditions on every quotation, sales order, and invoice that you manage."
msgid "Please note that this feature is activated via the settings of the **Invoicing App** and **not** via the settings of the **Sales App**. Moreover, you don't need to install the invoicing application since it is done automatically with the installation of the sales application."
msgid "According to your business needs, you can specify your terms and conditions on your quotation templates. This is interesting if you have different terms and conditions within your company."
msgid "You can refer to this page in the footer of all your documents. The layout is available in the **General Settings** under the **Business Documents** category. For example, this footer appears in every document from Odoo."
msgid "Create and edit email templates to set a default attachment for all quotation emails that you will send in the future. To do so, you have to go to :menuselection:`Sales --> Configuration --> Quotation templates` and create a new quotation template or modify an existing one. Under the confirmation tab, you are now able to activate online signatures, online payments and to set a confirmation mail in which you have the possibility to configure the default attachment. There, you can put your general terms & conditions."
msgid "As a result, you will be able to manage your subscriptions like any other product, create your quotations and continue the sales flow to track the number of subscriptions you sell and manage the revenue they generate."
msgid "Go to :menuselection:`Subscriptions --> Subscription products` to learn how you can configure your own subscription products. You have the possibility to create a new product or edit an existing one. Once named, be careful to select the option *Can be sold* and deselect *Can be purchased*. For the product type, it is recommended to use *Service* for subscription products as they are non-material products that you provide to your customers. Finally, you can adapt your prices and also add an internal reference."
msgid "In the Sales tab, underneath the Subscriptions section, make sure the *Subscription products* option is activated. In fact, if you create a subscription product from the **Odoo Subscriptions** application, this option is selected by default. However, if you create a product from another application, it is not the case."
msgid "Be sure to check out our documentation on how to create, edit and manage your own :doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>` before creating your own subscription products. Once created, check out our documentation on how to :doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>`, to complete the sales flow."
msgid "Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew their orders every month, which gives them the assurance that they will have everything they need before they actually need it."
msgid "Subscriptions provide much higher payment security for your business. They stabilize and maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your business."
msgid "**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create, edit, and manage your own subscription templates."
msgid "Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription). You can also create your own ones."
msgid "You can create a new template or edit an existing one. The first thing you need to do is give your template a name. After that, choose an *Invoicing period* and specify whether you would like to invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time. Among the payment options, an additional field called *Invoice email* appears when you choose *Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an invoice email template to your subscription templates."
msgid "For each template, you can also choose if you want your customers to be able to close their subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the *Group of subscription* and *Journal* options."
msgid "On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is essential to set out important contractual points between the customers and the sellers (payment, refund policy, cancellation, complaints, etc.)."
msgid "Finally, if you want to know the basic running health status of your subscriptions, you also have access to a specific tab called **Health Check**. There, you can edit and create your own filters to define what is a subscription in good health *vs* bad health. The system automatically summarizes all the records corresponding to these filters and you are able to manage them in one click."
msgid "After creating your own subscription templates, be sure to check out our documentation on how to create, edit and manage your own :doc:`Subscription products <../../subscriptions/configuration/subscription_products>`, to complete the sales flow."
msgid "Now that your subscriptions are up and running, you want to stay up-to-date with your customers. Some automation would be appreciated since you would not want to go through the list of all your subscribers to check how things are going. This is what the *Automatic Alerts* feature is for."
msgid "For example, when customers subscribe to your magazine, you would probably want to send them an email to welcome them and express your gratitude. Or, if the satisfaction rate of your customers drops below 50%, you would probably want to schedule a call with them to understand the reasons for their dissatisfaction."
msgid "With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\" task for one of your salespeople so that he/she can try to understand your customer's dissatisfaction, and finally, why not automatically send satisfaction surveys so customers can evaluate your services? All of that is now possible."
msgid "The following example shows how to create a new automatic alert to send satisfaction surveys to your customers, by email, after one month of subscription. To do so, go to :menuselection:`Subscriptions --> Configuration --> Alerts`, and create a new alert."
msgid "On the *Apply on* section, first give the alert a name. Then, you can choose to apply this alert on a subscription template, on a specific customer, or even on a specific product. If you want to add more specifications, you can also specify the value of your MRR, the change rate of your MRR over a certain period of time, the value of the satisfaction rate, and even the stage to which you want to apply this alert."
msgid "For the *Action* section, specify the *Action* and the *Trigger on*. If the *Trigger on* is set to *Modification*, the action is triggered every time there is a change or anything added to the subscription, and all the conditions on the *Apply on* section are met. Now, if the *Trigger on* is set to *Timed condition*, it means that the action is triggered based on the type of *Trigger date*. After that, you can choose your *Action*. You have the choice between *Create next activity*, *Set a tag on the subscription*, *Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the customer* and *Send an SMS Text Message to the customer*."
msgid "In the example above, the *Trigger on* is set to *Timed condition*, therefore, a *Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email to the customer* action was adopted, an *Email template* can be chosen."
msgid "As a result, this alert will send a rating survey after one month, to the customers who have purchased that specific product. The survey will appear in the chatter of your respective subscription."
msgid "This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the customer. This action is automatically assigned to the salesperson who manages the subscription, and the due date is 5 days after the triggering of this action. This alert ensures that your clients are happy and that you are taking actions if they are not. It helps to keep your customer retention rates very high."
msgid "As we know, understanding how our business is going, and where it is going, is key to success. And particularly so when we offer subscription services or products."
msgid "Before getting to the heart of the matter, it is very important to recall certain essential concepts to the proper understanding of the following reports:"
msgid "**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important metric for subscription businesses. It shows the monthly revenue earned with subscription-based products or services. It is a consistent number used to track all recurring revenue over time, in monthly increments."
msgid "**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based on the current MRR, to estimate the coming year's performance. However, this estimation does not take variations and growth into account."
msgid "**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything else than subscription-based products or services. This includes gains of a rare or unique nature that are unlikely to occur in the ordinary course of businesses."
msgid "**Customer Retention**: Practices to engage existing customers to continue buying products or services from your business. Customer retention can be a challenge, because you must prove you are worthy of your customers' trust."
msgid "**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the churn rate can be defined, in this case, as the percentage of subscribers who discontinued their subscriptions within a given time period. We can distinguish two types of Churn:"
msgid "**Customer Lifetime Value (CLV)**: Indicates how much revenue can be expected for a customer during his/her entire contract. This approach emphasizes the importance of customer retention, shifting our focus from a quarterly or yearly approach to a long-term one."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From there, you can change the *Measures*. By default, Odoo uses the *Monthly Recurring Revenue*. In addition to that, you can choose *Quantity*, *Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example, *Quantity* is added. This way, you can review both of these measures at the same time. You can even *Group By Start Date* and, more precisely, by *Week*, to get a clear view of your report."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The default measure applied is *Count*, but you can change to the appropriate one for you. For the example below, *Monthly Recurring Revenue* was chosen, and the *Month* periodicity remains intact. By using these criteria, you can see the progression of the retention from its start."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From there, you can check different KPIs: *Monthly Recurring Revenue*, *Net Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-Rate*, *Lifetime Value*, and more. You can also filter this information on subscriptions, companies, and sales teams. This is useful if you are looking for specific information."
msgid "The example below shows the *Monthly Recurring Revenue* detailed report. At the moment, there is no data, which is the typical scenario for a new business. But, as your company grows over the months, these graphs get populated with more and more data. Once again, you can filter these specific KPIs on subscriptions, companies, and sales teams."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Salesperson Dashboard`. This page gives you a summary of your *Monthly Recurring Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-Recurring Invoices* for each of your salespeople. You can choose the period you want to apply and the salesperson you want to analyze."
msgid "Losing a customer is always difficult, especially if you put a lot of effort into getting them to sign up for your products/services. However, many companies come up with dubious methods to reduce the probability of this happening."
msgid "If you adopt such methods, you are among companies that actively and indirectly spread the phobia of subscriptions, who do not think about how negatively dissatisfied customers could impact their business and, who frustrate the customers in a way or another. However, at some point, it is understandable that you do not want your customers to be involved in your subscription status."
msgid "If you do not adopt such methods, you are among companies that continue to evolve in a long-term subscription business model, especially in an era of ultra-fast communications between dissatisfied customers, and who retain their customers by making it easier for them to leave if they want to. By giving them the opportunity to close their own subscriptions, your customers do not feel trapped because they subscribed to your products/services."
msgid "In summary, the **Odoo Subscriptions** application gives you the **possibility to choose what you want to apply**. Indeed, you can decide whether to give your customers the option to close their subscriptions whenever they want to or to restrict this possibility. It depends on you and we will show you how to do that in our amazing application."
msgid "Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. From there, you can create a new *Subscription template* or modify an existing one. When editing your template, underneath the Invoicing tab, you have the possibility to activate the option *Closable by customer*. Once enabled, this option gives your customers the right to close their own subscriptions."
msgid "Be sure to check out our documentation on how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>` to fully understand the importance of this feature in a basic flow using the **Odoo Subscriptions** application."
msgid "Once confirmed, a quotation becomes a sales order and a new subscription is automatically created. Therefore, this subscription has the status *In progress*. From there, you have the possibility to close the subscription."
msgid "By using the smart button *Close*, you have to enter a close reason. For example, \"Subscription too expensive\", \"Subscription does not meet my requirements\", \"Subscription reached its end date\", etc. Immediately after confirming your close reason, you can observe that the status of the subscription is now *Closed* and that the close reason is mentioned on the subscription."
msgid "As previously explained in the *Administrator view* part, from the subscription form, you also have the possibility to visualize what your customers see when managing their subscriptions thanks to the *Customer preview* button. In this example, the customer has the choice to close his/her subscription whenever he/she wants to, due to the *Close Subscription* button."
msgid "By confirming the cancellation, the customer is redirected to his/her portal. The administrator is informed of this modification. Indeed, the status of the subscription becomes *Closed* and a note appears in the chatter with the new stage, the end date, the close reason, and the closing text added by the customer."
msgid "Before closing a subscription, check out our documentation on how to :doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>` to understand how subscriptions are managed in the **Odoo Subscriptions** application."
msgid "Selling a digital product or service gives instant gratification. However, you have to work hard for a new customer to make a purchase. It costs time and money. By convincing customers to sign up for a subscription, you maximize your income and streamline your cash flow. You can sell any type of product or service through a subscription business model."
msgid "Before creating your first quotation, be sure to check out our documentation on how to create and manage your own :doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>` and on how to add :doc:`Subscription products <../../subscriptions/configuration/subscription_products>` to your templates."
msgid "Go to **Odoo Sales** and create a new quotation. Then, choose a customer and add a product. Be careful to select a product that you previously configured as a *Subscription product*."
msgid "When your quotation is ready, you have the possibility to send it to your customers or to confirm it. It is better to first *Send by email* the quotation to your customers to have their confirmation and, then, *Confirm* it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of what your customers will see when receiving your quotation."
msgid "From there, your customers have three choices: *Sign & Pay* the quotation, give you a *Feedback* or *Reject* the quotation. It appears that they are very happy and accept the option *Sign & Pay*. Then, they have to validate the order with a signature and by choosing a payment method. When it is done, you can check out the quotation in **Odoo Sales** and *Confirm* it."
msgid "Once confirmed, the quotation becomes a sales order and a new button appears, *Subscriptions*. Indeed, a subscription is automatically created."
msgid "By clicking on the *Subscriptions* button, you can see that the status of the subscription is *In progress*. From there, you will have three options: :doc:`Renew <../../subscriptions/sales_flow/renewals>`, :doc:`Close <../../subscriptions/sales_flow/closing>` or :doc:`Upsell <../../subscriptions/sales_flow/upselling>` your subscription."
msgid "In the top-right corner, you can see the status of the subscription. When a subscription is new and created from **Odoo Subscriptions**, the status is *Draft*. When a sales order has been validated, the status is *In progress*. Finally, when a customer decides to close his subscription, the status becomes *Closed*."
msgid "The key feature of a subscription business model is the recurring nature of payments. In this model, customers pay a recurring amount in exchange for access to a product or a service."
msgid "Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on the duration of the contract. Most subscription companies choose to automate their renewal processes but, in some cases, manual subscription renewals are still the preferred option."
msgid "With **Odoo Subscriptions**, you can have all your subscriptions in one application, suggest an automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all your subscriptions and easily find those to renew (with the help of the tag *To renew*)."
msgid "Before renewing a subscription, be sure to check out our documentation on how to :doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` using subscription products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is automatically created. Therefore, this subscription has the status *In progress*. From there, you have the possibility to renew the subscription. In the Other Info tab, underneath the To Renew section, you can activate the *To renew* option. When activated, a yellow tag automatically appears in the upper right corner of the subscription."
msgid "The *To renew* tag is automatically ticked when a payment fails. This indicator also appears on the customer portal. To visualize that, you just have to click on the *Customer preview* button. The tag *To renew* appears on the top right corner."
msgid "When a subscription needs to be renewed, you have the possibility to use a new button called *Renewal quotation*. By clicking on it, a new quotation is created. From there, start a basic sales flow allowing you to send the quotation by email to your customers or to confirm it. It is better to first *Send by email* the quotation to your customers in order to have their confirmation and, then, *Confirm* it in **Odoo Sales**."
msgid "In the Chatter of this new quotation, it is mentioned that \"This renewal order has been created from the previous subscription\". Once confirmed by your customers, this quotation becomes a sales order and a new sale is mentioned in the upper right corner of the subscription."
msgid "By clicking on the *Sales* button, you have a summary of your sales orders in a list view. The only difference between your two quotations is the description underneath the *Subscription Management* category. There, you can easily visualize which one is your renewal."
msgid "Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go to your *Subscriptions dashboard* and use the filter *To renew*."
msgid "Subscriptions are recurrent and go on indefinitely. As time passes by, our customers may want to modify them. We must then be able to adapt the prices or change the products’ quantities to accommodate their needs. Two situations can happen:"
msgid "**Loyal customers:** This kind of customers already trust you as a brand. Therefore, you are confident regarding what you offer since they keep paying for your products and services. Consequently, it is easier to sell them something additional than it would be to a new customer."
msgid "**New customers:** For this kind of customers, you have to come with something new, something attractive. What about discounts? Typically, every subscription ends after a certain given time. Making these types of offers for new customers strengthens your relationships with them and also increases their retention."
msgid "As previously explained, to upsell a subscription to new customers, it is recommended to offer *Discounts*. To activate this option, go to :menuselection:`Sales --> Configuration --> Settings` and, under the *Pricing* category, you have the possibility to grant discounts on sales order lines."
msgid "Before upselling a subscription, be sure to check out our documentation on how to :doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` using subscription products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is automatically created. Therefore, this subscription has the status *In progress*. From there, you have the possibility to upsell your subscription."
msgid "By using the smart button *Upsell*, you are able to create a new quotation with new subscription products and send it to your customers for approval."
msgid "When the quotation is confirmed by your customers, the products are added to the initial subscription. Quotation prices are, then, prorated to the remaining time of the current invoicing period."
msgid "Of course, before sending this new quotation to your customers, you can change the unit price, taxes, and, even the discount you want to offer. The smart button *Customer preview* is useful for mimicking the customer's reaction. In this case, we can confidently say that the customer will *Sign and pay* this new quotation. When it is done, you have to go back in edit mode, confirm the quotation, and click on the smart button *Subscriptions* to visualize all updates. From there, you can see that an additional line has been added to the subscription with the new extra service the customer wanted to purchase."
msgid "The only difference between your two sales orders is the description underneath the *Subscription Management* category. There, you can easily visualize which one is your upselling."
