2024-10-21 14:58:42 +07:00
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Wil Odoo, 2024
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2025-01-12 07:43:30 +07:00
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# Fernanda Alvarez, 2025
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2024-10-21 14:58:42 +07:00
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-06-21 15:46+0000\n"
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"PO-Revision-Date: 2024-04-04 12:31+0000\n"
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2025-01-12 07:43:30 +07:00
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"Last-Translator: Fernanda Alvarez, 2025\n"
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2024-10-27 06:42:33 +07:00
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"Language-Team: Spanish (Latin America) (https://app.transifex.com/odoo/teams/41243/es_419/)\n"
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2024-10-21 14:58:42 +07:00
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: es_419\n"
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"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr "Fundamentos de Odoo"
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "Actividades"
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#: ../../content/applications/essentials/activities.rst:5
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msgid ""
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"*Activities* are follow-up tasks tied to a record in an Odoo database. "
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"Activities can be scheduled on any page of the database that contains a "
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"chatter thread, kanban view, list view, or activities view of an "
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"application."
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msgstr ""
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"Las *actividades* son tareas de seguimiento vinculadas a un registro en una "
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"base de datos de Odoo. Estas se pueden programar desde cualquier página de "
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"la base de datos que tenga un hilo del chatter, una vista de kanban, una "
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"vista de lista o una vista de actividades de una aplicación."
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#: ../../content/applications/essentials/activities.rst:10
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msgid "Schedule activities"
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2024-11-10 07:42:58 +07:00
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msgstr "Programar actividades"
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2024-10-21 14:58:42 +07:00
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#: ../../content/applications/essentials/activities.rst:12
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msgid ""
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"One way that activities are created is by clicking the :guilabel:`Schedule "
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"Activity` button, located at the top of the *chatter* on any record. On the "
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"pop-up window that appears, select an :guilabel:`Activity Type` from the "
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"drop-down menu."
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msgstr ""
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"Una forma de crear actividades es hacer clic en el botón :guilabel:`Planear "
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"actividades`, ubicado en la parte superior del *chatter* en cualquier "
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"registro. En la ventana emergente que aparece, seleccione un :guilabel:`Tipo"
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" de actividad` del menú desplegable. "
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#: ../../content/applications/essentials/activities.rst:17
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msgid ""
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"Individual applications have a list of *Activity Types* dedicated to that "
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"application. For example, to view and edit the activities available for the "
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"*CRM* application, go to :menuselection:`CRM app --> Configuration --> "
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"Activity Types`."
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msgstr ""
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"Las aplicaciones individuales tienen una lista de *tipos de actividad* "
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"específicas de esa aplicación. Por ejemplo, para ver y editar las "
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"actividades disponibles de la aplicación *CRM* debe ir a :menuselection:`CRM"
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" --> Configuración --> Tipos de actividad`. "
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#: ../../content/applications/essentials/activities.rst:21
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msgid ""
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"Enter a title for the activity in the :guilabel:`Summary` field, located in "
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"the :guilabel:`Schedule Activity` pop-up window."
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msgstr ""
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"Escriba un titulo para la actividad en el campo :guilabel:`Resumen` que se "
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"ubica en la ventana emergente de :guilabel:`Planear actividad`."
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#: ../../content/applications/essentials/activities.rst:24
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msgid ""
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"To assign the activity to a different user, select a name from the "
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":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the "
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"activity is automatically assigned."
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msgstr ""
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"Para asignar la actividad a un usuario diferente, seleccione un nombre del "
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"menú desplegable de :guilabel:`Asignado a`. Si no selecciona a nadie, el "
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"usuario que crea la actividad será asignado de manera automática. "
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#: ../../content/applications/essentials/activities.rst:27
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msgid ""
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"Lastly, feel free to add any additional information in the optional "
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":guilabel:`Log a note...` field."
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msgstr ""
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"Por último, agregue cualquier información adicional necesaria en el campo "
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"opcional :guilabel:`Escribir una nota...`."
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#: ../../content/applications/essentials/activities.rst:30
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msgid ""
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"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up "
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"window auto-populates based on the configuration settings for the selected "
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":guilabel:`Activity Type`. However, this date can be changed by selecting a "
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"day on the calendar in the :guilabel:`Due Date` field."
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msgstr ""
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"El campo :guilabel:`Fecha límite` en la ventana emergente de "
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":guilabel:`Planear actividad` se completa de manera automática según los "
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"ajustes de la configuración para el :guilabel:`tipo de actividad` que "
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"seleccionó. Sin embargo, puede cambiar esta fecha si selecciona un día en el"
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" calendario en el campo :guilabel:`Fecha límite`. "
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#: ../../content/applications/essentials/activities.rst:34
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msgid "Lastly, click one of the following buttons:"
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msgstr "Por último, haga clic en uno de los siguientes botones: "
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#: ../../content/applications/essentials/activities.rst:36
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msgid ""
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":guilabel:`Schedule`: adds the activity to the chatter under "
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":guilabel:`Planned activities`."
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msgstr ""
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":guilabel:`Planear`: agrega la actividad al chatter en la sección "
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":guilabel:`Actividades planeadas`."
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#: ../../content/applications/essentials/activities.rst:37
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msgid ""
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":guilabel:`Mark as Done`: adds the details of the activity to the chatter "
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"under :guilabel:`Today`. The activity is not scheduled, it is automatically "
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"marked as completed."
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msgstr ""
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":guilabel:`Marcar como hecho`: agrega los detalles de la actividad al "
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"chatter en la sección :guilabel:`Hoy`. La actividad no se planea, sino que "
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"se marca como hecha de forma automática."
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#: ../../content/applications/essentials/activities.rst:39
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msgid ""
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":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` "
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"marked as done, and opens a new activity window."
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msgstr ""
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":guilabel:`Hecho y programar siguiente`: agrega la tarea en la sección "
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":guilabel:`Hoy` marcada como hecha y abre una ventana para una actividad "
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"nueva. "
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#: ../../content/applications/essentials/activities.rst:41
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msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
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msgstr ""
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":guilabel:`Descartar`: descarta cualquier cambio hecho en la ventana "
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"emergente. "
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#: ../../content/applications/essentials/activities.rst-1
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr "Vista de los leads en CRM y la opción para planear una actividad."
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#: ../../content/applications/essentials/activities.rst:47
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msgid ""
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"Depending on the activity type, the :guilabel:`Schedule` button may be "
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"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` "
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"button."
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msgstr ""
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"Según el tipo de actividad, el botón :guilabel:`Planear` se reemplazará por "
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"un botón de :guilabel:`Guardar` o uno de :guilabel:`Abrir calendario`. "
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#: ../../content/applications/essentials/activities.rst:50
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msgid ""
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"Scheduled activities are added to the chatter for the record under "
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":guilabel:`Planned activities`."
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msgstr ""
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"Las actividades planeadas se agregan al chatter para el registro en "
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":guilabel:`Actividades planeadas`."
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#: ../../content/applications/essentials/activities.rst:55
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msgid ""
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"Activities can also be scheduled from the kanban, list, or activities view "
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"of an application."
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msgstr ""
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"Las actividades también se pueden planear desde la vista kanban, de lista o "
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"de actividades en una aplicación."
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#: ../../content/applications/essentials/activities.rst:59
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msgid "Kanban view"
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msgstr "Vista de kanban"
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#: ../../content/applications/essentials/activities.rst:61
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill "
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"out the pop-up form."
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msgstr ""
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"Seleccione un registro en donde se planeará una actividad. Haga clic en el "
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"icono :guilabel:`🕘 (reloj)`, luego en :guilabel:`Planear una actividad` y "
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"luego complete el formulario emergente. "
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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"Vista kanban de un flujo de CRM y la opción para planear una actividad."
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr "Vista de lista"
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#: ../../content/applications/essentials/activities.rst:69
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already "
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"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 "
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"(phone)` or an :guilabel:`✉️ (envelope)` icon."
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msgstr ""
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"Seleccione el registro en el que planeará la actividad. Haga clic en el "
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"icono :guilabel:`🕘 (reloj)` y luego en :guilabel:`Programar una actividad`. "
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"Si el registro ya tiene una actividad planeada, es probable que aparezca el "
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"icono :guilabel:`📞 (teléfono)` o :guilabel:`✉️ (sobre)` en lugar del reloj."
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#: ../../content/applications/essentials/activities.rst:0
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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"Vista de lista de un flujo de CRM y la opción de planear una actividad."
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#: ../../content/applications/essentials/activities.rst:76
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msgid "Activity view"
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msgstr "Vista de actividad"
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#: ../../content/applications/essentials/activities.rst:78
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msgid ""
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"To open the activity view for an application, select the :guilabel:`🕘 "
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"(clock)` icon from the menu bar anywhere in the database. Select any "
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"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` "
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"icon for the desired app."
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msgstr ""
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"Para abrir la vista de actividad de una aplicación, seleccione el icono de "
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":guilabel:`🕘 (reloj)` desde la barra del menú en cualquier lugar de la base "
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"de datos. Seleccione cualquier aplicación en el menú desplegable y haga clic"
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" en el icono de :guilabel:`🕘 (reloj)` para la aplicación que desee. "
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity menu drop down with focus on where to open activity view for CRM."
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msgstr ""
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"Menú desplegable de actividades resaltando dónde abrir la vista de actividad"
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" en CRM."
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#: ../../content/applications/essentials/activities.rst:85
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msgid ""
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"Select a record on which to schedule an activity. Move across the row to "
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"find the desired activity type, then click the :guilabel:`+ (plus sign)`."
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msgstr ""
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"Seleccione un registro en dónde planear una actividad. Navegue a través de "
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"la fila para encontrar el tipo de actividad que desee y haga clic en "
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":guilabel:`+ (signo de más)`."
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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"Vista de actividad de un flujo de CRM y la opción de planear una actividad."
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#: ../../content/applications/essentials/activities.rst:92
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msgid ""
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"Activity colors, and their relation to an activity's due date, is consistent"
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" throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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"Los colores de actividad, y su relación con la fecha limite de la misma, son"
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" consistentes en Odoo sin importar el tipo de actividad o de vista. "
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#: ../../content/applications/essentials/activities.rst:95
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msgid ""
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"Activities that appear in **green** indicate a due date sometime in the "
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"future."
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msgstr ""
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"Las actividades que aparecen de color **verde** indican que la fecha límite "
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"es en algún momento del futuro."
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#: ../../content/applications/essentials/activities.rst:96
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msgid "**Yellow** indicates that the activity's due date is today."
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msgstr "El color **amarillo** indica que la fecha límite es para hoy."
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|
|
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|
|
|
#: ../../content/applications/essentials/activities.rst:97
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Red** indicates that the activity is overdue and the due date has passed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El color **reojo** indica que la actividad está vencida y la fecha límite ya"
|
|
|
|
|
" pasó. "
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:99
|
|
|
|
|
msgid ""
|
|
|
|
|
"For example, if an activity is created for a phone call, and the due date "
|
|
|
|
|
"passes, the activity appears with a red phone in list view, and a red clock "
|
|
|
|
|
"on the kanban view."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Por ejemplo, si crea una actividad para una llamada y la fecha límite pasa, "
|
|
|
|
|
"la actividad aparecerá con un teléfono rojo en la vista de lista y con reloj"
|
|
|
|
|
" rojo en la vista kanban. "
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:103
|
|
|
|
|
msgid "View scheduled activities"
|
|
|
|
|
msgstr "Vista de las actividades planeadas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:105
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view scheduled activities, open either the :menuselection:`Sales app` or "
|
|
|
|
|
":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
|
|
|
|
|
"to the far-right side of the other view options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para ver las actividades planeadas, puede abrir la aplicación "
|
|
|
|
|
":menuselection:`Ventas` o :menuselection:`CRM` y hacer clic en el icono "
|
|
|
|
|
":guilabel:`🕘 (reloj)` que se ubica en la extrema derecha de las otras "
|
|
|
|
|
"opciones de vista. "
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:108
|
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so opens the activities menu, showcasing all the scheduled activities "
|
|
|
|
|
"for the user, by default. To show all activities for every user, remove the "
|
|
|
|
|
":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Esta acción abre de forma predeterminada el menú de actividades con todas "
|
|
|
|
|
"las actividades programadas para el usuario. Para visualizar todas las "
|
|
|
|
|
"actividades de todos los usuarios, quite el filtro :guilabel:`Mi flujo` de "
|
|
|
|
|
"la :guilabel:`barra de búsqueda`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:112
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view a consolidated list of activities separated by the application where"
|
|
|
|
|
" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on"
|
|
|
|
|
" the header menu to see the activities for that specific application in a "
|
|
|
|
|
"drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para ver una lista consolidada de actividades agrupadas por la aplicación "
|
|
|
|
|
"donde se crearon y por fecha límite, haga clic en el icono :guilabel:`🕘 "
|
|
|
|
|
"(reloj)` en el menú del encabezado para ver las actividades de esa "
|
|
|
|
|
"aplicación específica en un menú desplegable."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:116
|
|
|
|
|
msgid ""
|
|
|
|
|
"The possibility to :guilabel:`Add new note` and :guilabel:`Request a "
|
|
|
|
|
"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘"
|
|
|
|
|
" (clock)` icon on the header menu is clicked."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al final de este menú desplegable tendrá la posibilidad de "
|
|
|
|
|
":guilabel:`agregar una nota nueva` y :guilabel:`solicitar un documento` si "
|
|
|
|
|
"hace clic en el icono :guilabel:`🕘 (reloj)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "View of CRM leads page emphasizing the activities menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vista de la página de leads de CRM donde se resalta el menú de actividades."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:123
|
|
|
|
|
msgid "Configure activity types"
|
|
|
|
|
msgstr "Configure los tipos de actividades"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:125
|
|
|
|
|
msgid ""
|
|
|
|
|
"To configure the types of activities in the database, go to "
|
|
|
|
|
":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para configurar los tipos de actividades en la base de datos, vaya a "
|
|
|
|
|
":menuselection:`Ajustes --> Conversaciones --> Actividades --> Tipos de "
|
|
|
|
|
"actividades`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "View of the settings page emphasizing the menu activity types."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vista de la página de ajustes donde se resalta el menú de tipos de "
|
|
|
|
|
"actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:131
|
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
|
|
|
|
|
"activity types are found."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Esto mostrará la página :guilabel:`Tipos de actividad`, donde podrá "
|
|
|
|
|
"encontrar los tipos de actividad existentes."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:133
|
|
|
|
|
msgid ""
|
|
|
|
|
"To edit an existing activity type, select it from the list, then click "
|
|
|
|
|
":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para editar un tipo de actividad existente, selecciónelo de la lista y "
|
|
|
|
|
"después haga clic en :guilabel:`Editar`. Para crear un nuevo tipo de "
|
|
|
|
|
"actividad, haga clic en :guilabel:`Crear`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:136
|
|
|
|
|
msgid ""
|
|
|
|
|
"At the top of a blank activity type form, start by choosing a "
|
|
|
|
|
":guilabel:`Name` for the new activity type."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Primero debe elegir un :guilabel:`Nombre` para el nuevo tipo de actividad. "
|
|
|
|
|
"Esto lo puede hacer en la parte superior de un formulario de actividad en "
|
|
|
|
|
"blanco."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "New activity type form."
|
|
|
|
|
msgstr "Formulario para un nuevo tipo de actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:143
|
|
|
|
|
msgid "Activity settings"
|
|
|
|
|
msgstr "Ajustes de actividad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:146
|
|
|
|
|
msgid "Action"
|
|
|
|
|
msgstr "Acción"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:148
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Action* field specifies the intent of the activity. Some actions "
|
|
|
|
|
"trigger specific behaviors after an activity is scheduled."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El campo *Acción* especifica el propósito de la actividad. Algunas acciones "
|
|
|
|
|
"activarán comportamientos específicos después de programar una actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:151
|
|
|
|
|
msgid ""
|
|
|
|
|
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
|
|
|
|
|
"added directly to the planned activity in the chatter."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona :guilabel:`Subir documento`. se agregará un enlace para subir "
|
|
|
|
|
"un documento directamente a la actividad planeada en el chatter."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:153
|
|
|
|
|
msgid ""
|
|
|
|
|
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
|
|
|
|
|
"have the option to open their calendar to schedule a time for this activity."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona :guilabel:`Llamada` o :guilabel:`Junta` los usuarios tendrán "
|
|
|
|
|
"la opción de abrir su calendario para agendar esta actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:155
|
|
|
|
|
msgid ""
|
|
|
|
|
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
|
|
|
|
|
" activity in the chatter that opens a signature request pop-up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona :guilabel:`Solicitar firma` se agregará un enlace en el "
|
|
|
|
|
"chatter de la actividad planeada. Al hacer clic en este enlace se abrirá una"
|
|
|
|
|
" ventana emergente para solicitar la firma."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:159
|
|
|
|
|
msgid ""
|
|
|
|
|
"The actions available to select on an activity type vary, depending on the "
|
|
|
|
|
"applications currently installed in the database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Las acciones disponibles que puede seleccionar en el tipo de actividad "
|
|
|
|
|
"varían dependiendo de las aplicaciones que tienen en la base de datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:163
|
|
|
|
|
msgid "Default user"
|
|
|
|
|
msgstr "Usuario predeterminado"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:165
|
|
|
|
|
msgid ""
|
|
|
|
|
"To automatically assign this activity to a specific user when this activity "
|
|
|
|
|
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
|
|
|
|
|
" menu. If this field is left blank, the activity is assigned to the user who"
|
|
|
|
|
" creates the activity."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para asignar esta actividad a un usuario específico de manera automática al "
|
|
|
|
|
"programar este tipo de actividad, seleccione un nombre desde el menú "
|
|
|
|
|
"desplegable :guilabel:`Usuario predeterminado`. Si este campo se deja en "
|
|
|
|
|
"blanco, se asignará una actividad al usuario que cree la actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:170
|
|
|
|
|
msgid "Default summary"
|
|
|
|
|
msgstr "Resumen predeterminado"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:172
|
|
|
|
|
msgid ""
|
|
|
|
|
"To include notes whenever this activity type is created, enter them into the"
|
|
|
|
|
" :guilabel:`Default Summary` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para incluir notas al crear este tipo de actividad debe ingresarlas en el "
|
|
|
|
|
"campo :guilabel:`Resumen predeterminado`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:176
|
|
|
|
|
msgid ""
|
|
|
|
|
"The information in the :guilabel:`Default User` and :guilabel:`Default "
|
|
|
|
|
"Summary` fields are included when an activity is created. However, they can "
|
|
|
|
|
"be altered before the activity is scheduled or saved."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La información en los campos :guilabel:`Usuario predeterminado` y "
|
|
|
|
|
":guilabel:`Resumen predeterminado` se incluye en la actividad creada, pero "
|
|
|
|
|
"puede alterar estos campos antes de que la actividad se programe o se "
|
|
|
|
|
"guarde."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:181
|
|
|
|
|
msgid "Next activity"
|
|
|
|
|
msgstr "Siguiente actividad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:183
|
|
|
|
|
msgid ""
|
|
|
|
|
"To automatically suggest, or trigger, a new activity after an activity has "
|
|
|
|
|
"been marked complete, the :guilabel:`Chaining Type` must be set."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para sugerir o activar una actividad de manera automática después de que una"
|
|
|
|
|
" actividad se marca como completada, se debe configurar el :guilabel:`Tipo "
|
|
|
|
|
"de encadenamiento`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:187
|
|
|
|
|
msgid "Suggest next activity"
|
|
|
|
|
msgstr "Sugerir la siguiente actividad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:189
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
|
|
|
|
|
"Activity`. Upon doing so, the field underneath changes to: "
|
|
|
|
|
":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
|
|
|
|
|
"select any activities to recommend as follow-up tasks to this activity type."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el campo :guilabel:`Tipo de encadenamiento` seleccione :guilabel:`Sugerir"
|
|
|
|
|
" siguiente actividad`. Al hacerlo, el campo de abajo cambiará a "
|
|
|
|
|
":guilabel:`Sugerir`. Haga clic en este campo para seleccionar las "
|
|
|
|
|
"actividades que recomienda como actividades que le sigan a este tipo de "
|
|
|
|
|
"actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:193
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:220
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the :guilabel:`Schedule` field, choose a default deadline for these "
|
|
|
|
|
"activities. To do so, configure a desired number of :guilabel:`Days`, "
|
|
|
|
|
":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
|
|
|
|
|
":guilabel:`after completion date` or :guilabel:`after previous activity "
|
|
|
|
|
"deadline`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el campo :guilabel:`Horario` seleccione una fecha límite predeterminada "
|
|
|
|
|
"para estas actividades. Para hacerlo, configure un número específico de "
|
|
|
|
|
":guilabel:`Días`, :guilabel:`Semanas`, o :guilabel:`Meses`. Después, decida "
|
|
|
|
|
"si debe pasar :guilabel:`después de la fecha de finalización` o "
|
|
|
|
|
":guilabel:`después de la fecha límite de actividad anterior`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:198
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:225
|
|
|
|
|
msgid ""
|
|
|
|
|
"This :guilabel:`Schedule` field information can be altered before the "
|
|
|
|
|
"activity is scheduled."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede alterar la información del campo :guilabel:`Horario` antes de agendar "
|
|
|
|
|
"la actividad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:200
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:227
|
|
|
|
|
msgid "When all configurations are complete, click :guilabel:`Save`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al completar todas las configuraciones, haga clic en :guilabel:`Guardar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "Schedule activity popup with emphasis on recommended activities."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ventana emergente de actividad programada con las actividades recomendadas "
|
|
|
|
|
"resaltadas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:206
|
|
|
|
|
msgid ""
|
|
|
|
|
"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
|
|
|
|
|
"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
|
|
|
|
|
"users are presented with recommendations for activities as next steps."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si una actividad tiene el :guilabel:`Tipo de encadenamiento` configurado "
|
|
|
|
|
"como :guilabel:`Sugerir siguiente actividad` y tiene actividades enlistadas "
|
|
|
|
|
"en el campo :guilabel:`Sugerir`, los usuarios obtendrán recomendaciones de "
|
|
|
|
|
"actividades que pueden ser el siguiente paso."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:211
|
|
|
|
|
msgid "Trigger next activity"
|
|
|
|
|
msgstr "Activar la siguiente actividad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:213
|
|
|
|
|
msgid ""
|
|
|
|
|
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
|
|
|
|
|
"immediately launches the next activity once the previous one is completed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si configura el :guilabel:`Tipo de encadenamiento` a :guilabel:`Activar "
|
|
|
|
|
"siguiente actividad` hara que la siguiente actividad se active de inmediato "
|
|
|
|
|
"una vez que la actividad previa se termine."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:216
|
|
|
|
|
msgid ""
|
|
|
|
|
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
|
|
|
|
|
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
|
|
|
|
|
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
|
|
|
|
|
" launched once this activity is completed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona :guilabel:`Activar la siguiente actividad` en el campo "
|
|
|
|
|
":guilabel:`Tipo de encadenamiento`, el campo de abajo cambiará a "
|
|
|
|
|
":guilabel:`Activador`. Desde el menú desplegable del campo "
|
|
|
|
|
":guilabel:`Activador` seleccione la actividad que se debería iniciar una vez"
|
|
|
|
|
" que esta actividad se complete."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Schedule new activity popup with emphasis on Done and launch next button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ventana emergente de programar siguiente información con énfasis en el botón"
|
|
|
|
|
" Hecho y continúe con el siguiente."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:233
|
|
|
|
|
msgid ""
|
|
|
|
|
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
|
|
|
|
|
" Next Activity`, marking the activity as `Done` immediately launches the "
|
|
|
|
|
"next activity listed in the :guilabel:`Trigger` field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando el :guilabel:`tipo de encadenamiento` de una actividad es "
|
|
|
|
|
":guilabel:`Activar la siguiente actividad`, al marcar la actividad como "
|
|
|
|
|
"`Lista`, la siguiente actividad que aparece en el campo :guilabel:`Activar` "
|
|
|
|
|
"iniciará de inmediato."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:238
|
|
|
|
|
msgid ":doc:`/applications/productivity/discuss`"
|
|
|
|
|
msgstr ":doc:`/applications/productivity/discuss`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:239
|
|
|
|
|
msgid ":doc:`/applications/productivity/discuss/team_communication`"
|
|
|
|
|
msgstr ":doc:`/applications/productivity/discuss/team_communication`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:3
|
|
|
|
|
msgid "Contacts"
|
|
|
|
|
msgstr "Contactos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"The *Contacts* application comes installed on all Odoo databases. Contacts "
|
|
|
|
|
"are created for customers the company does business with through Odoo. A "
|
|
|
|
|
"contact is a repository of vital business information, facilitating "
|
|
|
|
|
"communication and business transactions."
|
|
|
|
|
msgstr ""
|
2024-11-17 07:44:43 +07:00
|
|
|
|
"Todas las bases de datos de Odoo tienen la aplicación *Contactos* instalada "
|
|
|
|
|
"de forma predeterminada. Los contactos se crean para cada persona con la que"
|
|
|
|
|
" usted trabaja a través de Odoo, como sus clientes. Un contacto es un "
|
|
|
|
|
"repositorio de información empresarial indispensable que le permite "
|
|
|
|
|
"comunicarse y facilitar las transacciones empresariales."
|
2024-10-21 14:58:42 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:10
|
|
|
|
|
msgid "Contact form"
|
|
|
|
|
msgstr "Formulario de contacto"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:12
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create a new contact, navigate to the :menuselection:`Contacts app`, and "
|
|
|
|
|
"click :guilabel:`Create`. A new form appears where various contact "
|
|
|
|
|
"information can be added."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para crear un nuevo contacto vaya a :menuselection:`la aplicación Contactos`"
|
|
|
|
|
" y haga clic en :guilabel:`Crear`. Aparecerá un nuevo formulario donde podrá"
|
|
|
|
|
" agregar información de contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:16
|
|
|
|
|
msgid "Contact type"
|
|
|
|
|
msgstr "Tipo de contacto"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` "
|
|
|
|
|
"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, "
|
|
|
|
|
"depending on the type of contact that is being added."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo es compatible con contactos :guilabel:`individuales` y de "
|
|
|
|
|
":guilabel:`empresa`. Seleccione ya sea :guilabel:`individual` o "
|
|
|
|
|
":guilabel:`empresa`, dependiendo del tipo de contacto que está agregando."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:22
|
|
|
|
|
msgid "Name"
|
|
|
|
|
msgstr "Nombre"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:24
|
|
|
|
|
msgid ""
|
|
|
|
|
"First, fill in the name of the :guilabel:`Individual` or "
|
|
|
|
|
":guilabel:`Company`. This is how the name appears throughout the database. "
|
|
|
|
|
"This field is **mandatory**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Primero escriba el nombre de :guilabel:`la persona` o :guilabel:`la "
|
|
|
|
|
"empresa`, que será como verá el nombre en toda la base de datos. Este es un "
|
|
|
|
|
"campo *obligatorio*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:28
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Individual` contacts can have a :guilabel:`Company` contact "
|
|
|
|
|
"linked to it. After selecting :guilabel:`Individual`, a new "
|
|
|
|
|
":guilabel:`Company Name...` field appears below the first name field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede vincular una :guilabel:`empresa` a un contacto :guilabel:`individual`."
|
|
|
|
|
" Después de seleccionar :guilabel:`Individual` aparecerá un nuevo campo "
|
|
|
|
|
":guilabel:`Nombre de la empresa...` debajo del campo de nombre."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:33
|
|
|
|
|
msgid "Address"
|
|
|
|
|
msgstr "Dirección"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or "
|
|
|
|
|
":guilabel:`Individual`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Después, ingrese la :guilabel:`dirección` de la :guilabel:`empresa` o "
|
|
|
|
|
":guilabel:`individual`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:38
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the :guilabel:`Individual` option is chosen, then the *type of address* "
|
|
|
|
|
"can be chosen from a drop-down menu. Options for this drop-down menu "
|
|
|
|
|
"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, "
|
|
|
|
|
":guilabel:`Delivery Address`, :guilabel:`Other Address`, and "
|
|
|
|
|
":guilabel:`Private Address`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona la opción :guilabel:`Individual`, puede seleccionar el *tipo "
|
|
|
|
|
"de dirección* desde un menú desplegable con las opciones: "
|
|
|
|
|
":guilabel:`Contacto`, :guilabel:`Dirección de facturación`, "
|
|
|
|
|
":guilabel:`Dirección de entrega`, :guilabel:`Otras direcciones` y "
|
|
|
|
|
":guilabel:`Direcciones privadas`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:44
|
|
|
|
|
msgid "Additional fields"
|
|
|
|
|
msgstr "Campos adicionales"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:46
|
|
|
|
|
msgid ""
|
|
|
|
|
"Additional details are included on the initial form. The following fields "
|
|
|
|
|
"are available:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Detalles adicionales incluidos en el formulario inicial, los campos "
|
|
|
|
|
"disponibles son:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:48
|
|
|
|
|
msgid ":guilabel:`VAT`: Value Added Tax number."
|
|
|
|
|
msgstr ":guilabel:`RFC`: RFC, CUIT, NIT, RUT, TIN, RUC, CIF, NIF, etc."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Citizen Identification`: citizen or government identification "
|
|
|
|
|
"number (only available on :guilabel:`Individual`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Citizen Identification`: número de identificación del gobierno "
|
|
|
|
|
"(solo disponible en :guilabel:`Individual`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Job Position`: list the job position of the "
|
|
|
|
|
":guilabel:`Individual` (only available on :guilabel:`Individual`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Puesto de trabajo`: el puesto de trabajo del "
|
|
|
|
|
":guilabel:`Individual` (solo disponible en :guilabel:`Individual`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:53
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Phone`: list phone number (with country code). Make a call, send "
|
|
|
|
|
"an SMS, or WhatsApp message by hovering over the field on the saved form, "
|
|
|
|
|
"and clicking the desired option."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Teléfono`: número telefónico (con cualquier código de país). "
|
|
|
|
|
"Realice llamadas, envíe mensajes de texto o de WhatsApp solo pasando el "
|
|
|
|
|
"cursos por encima del campo en el formulario guardado y haga clic en la "
|
|
|
|
|
"opción deseada."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:55
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Mobile`: list mobile phone number (with country code). Make a "
|
|
|
|
|
"call, send an SMS, or WhatsApp message by hovering over the field on the "
|
|
|
|
|
"saved form, and clicking on the desired option."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Teléfono celular`: número de teléfono móvil (con cualquier código"
|
|
|
|
|
" de país). Realice llamadas, envíe mensajes de texto o de WhatsApp solo "
|
|
|
|
|
"pasando el cursos por encima del campo en el formulario guardado y haga clic"
|
|
|
|
|
" en la opción deseada."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:57
|
|
|
|
|
msgid ":guilabel:`Email`: enter the email address with the domain."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Correo electrónico`: ingrese el correo electrónico con el "
|
|
|
|
|
"dominio."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Website`: enter the full website address, starting with `http` or"
|
|
|
|
|
" `https`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Sitio web`: escriba la dirección del sitio web completa, "
|
|
|
|
|
"empezando por `http` o `https`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:59
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, "
|
|
|
|
|
":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new"
|
|
|
|
|
" one directly from this field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Título`: seleccione :guilabel:`Doctor`, :guilabel:`Sra.`, "
|
|
|
|
|
":guilabel:`Srita.`, :guilabel:`Sr.`, :guilabel:`Profesor`, o cree un título "
|
|
|
|
|
"nuevo directamente desde este campo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or "
|
|
|
|
|
"clicking the drop-down menu, and selecting one. To create a new one, type "
|
|
|
|
|
"the new tag in the field, and click :guilabel:`Create` from the resulting "
|
|
|
|
|
"drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Etiquetas`: escriba en el campo e ingrese las etiquetas "
|
|
|
|
|
"preconfiguradas, o haga clic en el menú desplegable y seleccione una. Para "
|
|
|
|
|
"crear una nueva escriba la nueva etiqueta en el campo y haga clic en "
|
|
|
|
|
":guilabel:`Crear` en el menú desplegable resultante."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:66
|
|
|
|
|
msgid "Contacts & Addresses tab"
|
|
|
|
|
msgstr "Pestaña de contactos y direcciones"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:68
|
|
|
|
|
msgid ""
|
|
|
|
|
"At the bottom of the contact form are several tabs. On the "
|
|
|
|
|
":guilabel:`Contacts & Addresses` tab, contacts can be added that are "
|
|
|
|
|
"associated with a :guilabel:`Company` and related addresses. For example, a "
|
|
|
|
|
"specific contact person for the company can be listed here."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En la parte inferior del formulario de contrato hay varias pestañas. En la "
|
|
|
|
|
"pestaña :guilabel:`Contactos y direcciones` puede agregar contactos que "
|
|
|
|
|
"están asociados a la :guilabel:`Empresa` y sus direcciones relacionadas. Por"
|
|
|
|
|
" ejemplo, aquí puede enlistar una persona de contacto específica para la "
|
|
|
|
|
"empresa."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:72
|
|
|
|
|
msgid ""
|
|
|
|
|
"Multiple addresses can be added on both :guilabel:`Individual` and "
|
|
|
|
|
":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the "
|
|
|
|
|
":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create "
|
|
|
|
|
"Contact` pop-up form, in which additional addresses can be configured."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede agregar varias direcciones en los contactos :guilabel:`Individual` y "
|
|
|
|
|
":guilabel:`Empresa`. Para hacerlo seleccione :guilabel:`Añadir`, ubicado en "
|
|
|
|
|
"la pestaña :guilabel:`Contactos y direcciones`. Al hacerlo, aparecerá el "
|
|
|
|
|
"formulario emergente :guilabel:`Crear contacto`, en el que podrá establecer "
|
|
|
|
|
"direcciones adicionales."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst-1
|
|
|
|
|
msgid "Add a contact/address to the contact form."
|
|
|
|
|
msgstr "Agregar contacto/dirección al formulario de contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:80
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
|
|
|
|
|
" :guilabel:`Other Address` field at the top to reveal a drop-down menu of "
|
|
|
|
|
"address-related options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el formulario emergente :guilabel:`Crear contacto`, haga clic en el campo"
|
|
|
|
|
" predeterminado :guilabel:`Otra dirección` para ver el menú desplegable con "
|
|
|
|
|
"opciones relacionadas a las direcciones."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:83
|
|
|
|
|
msgid "Select any of the following options:"
|
|
|
|
|
msgstr "Seleccione una de las siguientes opciones:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Contact`: adds another contact to the existing contact form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Contacto`: añade otro contacto al formulario existente del "
|
|
|
|
|
"contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
|
|
|
|
" contact form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Dirección de factura`: añade una dirección de factura específica "
|
|
|
|
|
"al formulario existente de contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
|
|
|
|
"existing contact form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Dirección de entrega`: añade una dirección de entrega específica "
|
|
|
|
|
"al formulario existente de contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
|
|
|
|
" form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Otra dirección`: añade una dirección de entrega alterna al "
|
|
|
|
|
"formulario existente de contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:89
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Private Address`: adds a private address to the existing contact "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Dirección privada`: añade una dirección privada al formulario de "
|
|
|
|
|
"contacto existente."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst-1
|
|
|
|
|
msgid "Create a new contact/address on a contact form."
|
|
|
|
|
msgstr "Cree un nuevo contacto/dirección en el formulario de contacto. "
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once an option is selected, enter the corresponding contact information that"
|
|
|
|
|
" should be used for the specified address type."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Una vez que seleccione una opción deberá introducir la información de "
|
|
|
|
|
"contacto correspondiente que debe utilizarse para el tipo de dirección "
|
|
|
|
|
"específica."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:98
|
|
|
|
|
msgid ""
|
|
|
|
|
"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, "
|
|
|
|
|
"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Agregue el :guilabel:`Nombre de contacto`, :guilabel:`Dirección`, "
|
|
|
|
|
":guilabel:`Correo electrónico` y los números de :guilabel:`teléfono` o "
|
|
|
|
|
":guilabel:`Celular` debajo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:101
|
|
|
|
|
msgid ""
|
|
|
|
|
"Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` "
|
|
|
|
|
"address type has been selected. This is similar to the "
|
|
|
|
|
":guilabel:`Individual` contact."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Configure el :guilabel:`Puesto de trabajo`, que aparece si el tipo de "
|
|
|
|
|
"dirección de :guilabel:`Contacto` se seleccionó. Es smiliar que al contacto "
|
|
|
|
|
":guilabel:`Individual`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:104
|
|
|
|
|
msgid ""
|
|
|
|
|
"To add a note, click on the text field next to :guilabel:`Notes`, and write "
|
|
|
|
|
"anything that is applicable to the customer or contact."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para agregar una nota, haga clic en el cuadro de texto a un lado de "
|
|
|
|
|
":guilabel:`Notas` y escriba lo que sea aplicable al cliente o contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:107
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, click :guilabel:`Save & Close` to save the address, and close the "
|
|
|
|
|
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
|
|
|
|
|
"the address, and immediately input another one."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"A continuación, haga clic en :guilabel:`Guardar y cerrar` para guardar la "
|
|
|
|
|
"dirección y cerrar la ventana :guilabel:`Crear contacto`. O haga clic en "
|
|
|
|
|
":guilabel:`Guardar y nuevo` para guardar la dirección e introducir una nueva"
|
|
|
|
|
" inmediatamente."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:111
|
|
|
|
|
msgid "Sales & Purchase tab"
|
|
|
|
|
msgstr "Pestañas de venta y compra"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the "
|
|
|
|
|
"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Sigue la pestaña :guilabel:`Ventas y compra`, que solo aparecerá si tiene "
|
|
|
|
|
"instaladas las aplicaciones *Ventas*, *Compra* o *Punto de venta*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:116
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & "
|
|
|
|
|
"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down "
|
|
|
|
|
"menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede configurar la :guilabel:`posición fiscal` en la pestaña "
|
|
|
|
|
":guilabel:`Ventas y compra` tab desde el menú desplegable."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:120
|
|
|
|
|
msgid "Sales section"
|
|
|
|
|
msgstr "Sección de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:122
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can "
|
|
|
|
|
"be assigned to a contact. To do that, click the :guilabel:`Salesperson` "
|
|
|
|
|
"drop-down field, and select one. Create a new :guilabel:`Salesperson` by "
|
|
|
|
|
"typing the user's name, and making the appropriate selection."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el encabezado :guilabel:`Ventas` puede asignar un :guilabel:`Vendedor` a "
|
|
|
|
|
"un contacto, solo haga clic en el menú desplegable y seleccione uno. Para "
|
|
|
|
|
"crear un :guilabel:`Vendedor` escriba el nombre de usuario y haga la "
|
|
|
|
|
"selección apropiada."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:126
|
|
|
|
|
msgid ""
|
|
|
|
|
"Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can "
|
|
|
|
|
"also be set, if needed. Click the drop-down menu next to :guilabel:`Payment "
|
|
|
|
|
"Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, "
|
|
|
|
|
"or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down "
|
|
|
|
|
"menu to choose the appropriate :guilabel:`Pricelist`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si lo necesita también puede configurar :guilabel:`Términos de pago` o "
|
|
|
|
|
":guilabel:`Listas de precios`. Haga clic en el menú desplegable a un lado de"
|
|
|
|
|
" :guilabel:`Términos de pago` y cámbielo a uno de los :guilabel:`Términos de"
|
|
|
|
|
" pago` preseleccionados, o :guilabel:`cree` uno nuevo. Seleccione el menú "
|
|
|
|
|
"desplegable de la :guilabel:`Lista de precios` para elegir una "
|
|
|
|
|
":guilabel:`Lista de precios` apropiada."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:131
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click into the :guilabel:`Delivery Method` field to select an option from "
|
|
|
|
|
"the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Haga clic en el campo :guilabel:`Método de entrega` para seleccionar una "
|
|
|
|
|
"opción desde el menú desplegable."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:134
|
|
|
|
|
msgid "Point Of Sale section"
|
|
|
|
|
msgstr "Sección del punto de venta"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:136
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` "
|
|
|
|
|
"that can be used to identify the contact. Use the :guilabel:`Loyalty Points`"
|
|
|
|
|
" field to track points the user won as part of a *Loyalty Program*."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el encabezado :guilabel:`Punto de venta` ingrese el :guilabel:`Código de "
|
|
|
|
|
"barras` con el que puede identificar el contacto. Use el campo "
|
|
|
|
|
":guilabel:`Puntos de lealtad` para rastrear los puntos que el usuario ganó "
|
|
|
|
|
"como parte del *Programa de lealtad*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:141
|
|
|
|
|
msgid "Purchase section"
|
|
|
|
|
msgstr "Sección de compra"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:143
|
|
|
|
|
msgid ""
|
|
|
|
|
"Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a "
|
|
|
|
|
"preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` "
|
|
|
|
|
"can be set here, as well."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Aquí debe especificar los :guilabel:`términos de pago` y el "
|
|
|
|
|
":guilabel:`método de pago`. También puede enviar un :guilabel:`Recordatorio "
|
|
|
|
|
"de entrega`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:147
|
|
|
|
|
msgid "Misc section"
|
|
|
|
|
msgstr "Sección varios"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:149
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add "
|
|
|
|
|
"any additional information for this contact. If this contact should only be "
|
|
|
|
|
"accessible for one company in a multi-company database, select it from the "
|
|
|
|
|
":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-"
|
|
|
|
|
"down menu to restrict the publishing of this contact to one website (if "
|
|
|
|
|
"working on a database with multiple websites). Select one or more "
|
|
|
|
|
":guilabel:`Website Tags` to assist in filtering published customers on the "
|
|
|
|
|
"`/customers` website page. Select an :guilabel:`Industry` for this contact "
|
|
|
|
|
"from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a "
|
|
|
|
|
"*Helpdesk* SLA policy to this contact."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Use el campo :guilabel:`Referencia` de la sección :guilabel:`Varios` para "
|
|
|
|
|
"agregar cualquier información adicional para este contacto. Si este "
|
|
|
|
|
"contacto solo debe estar disponible para una de las empresas en una base de "
|
|
|
|
|
"datos multiempresa, use el campo :guilabel:`Empresa` para seleccionarla. Use"
|
|
|
|
|
" el menú desplegable :guilabel:`Sitio web` publicar este contacto en un solo"
|
|
|
|
|
" sitio web (en caso de que la base de datos tenga varios). Seleccione una o "
|
|
|
|
|
"más :guilabel:`etiquetas de sitio web` para facilitar el filtrado de los "
|
|
|
|
|
"clientes publicados en la página web `/clientes`. Seleccione un "
|
|
|
|
|
":guilabel:`sector` para este contacto con el menú desplegable "
|
|
|
|
|
"correspondiente y use el campo :guilabel:`Políticas SLA` para asignar una "
|
|
|
|
|
"política de SLA de *Soporte al cliente*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:159
|
|
|
|
|
msgid "Accounting tab"
|
|
|
|
|
msgstr "Pestaña de contabilidad"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:161
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`Accounting` tab appears when the *Accounting* application is "
|
|
|
|
|
"installed. Here, a user can add any related :guilabel:`Bank Accounts`, or "
|
|
|
|
|
"set default :guilabel:`Accounting entries`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La pestaña :guilabel:`Contabilidad` aparece cuando se instala la aplicación "
|
|
|
|
|
"*Contabilidad*. Aquí un usuario puede agregar :guilabel:`Cuentas bancarias` "
|
|
|
|
|
"relacionadas o configurar :guilabel:`asientos contables`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:164
|
|
|
|
|
msgid ""
|
|
|
|
|
"Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field "
|
|
|
|
|
"to enter a Legal Entity Identifier, if necessary."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el encabezado :guilabel:`varios` use el campo :guilabel:`LEI` para "
|
|
|
|
|
"ingresar el identificador de entidad jurídica si es necesario"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:168
|
|
|
|
|
msgid "Internal Notes tab"
|
|
|
|
|
msgstr "Pestaña de notas internas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:170
|
|
|
|
|
msgid ""
|
|
|
|
|
"Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` "
|
|
|
|
|
"tab, where notes can be left on this contact form, just like on the contact "
|
|
|
|
|
"form noted above."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Después de la pestaña :guilabel:`Contabilidad` está la pestaña "
|
|
|
|
|
":guilabel:`Notas internas` donde puede dejar notas para esta contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:174
|
|
|
|
|
msgid "Partner Assignment tab"
|
|
|
|
|
msgstr "Pestaña de Asignación de partner"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:176
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next is the :guilabel:`Partner Assignment` tab, which by default, includes a"
|
|
|
|
|
" :guilabel:`Geolocation` section, and other partner options, including "
|
|
|
|
|
":guilabel:`Partner Activation` and :guilabel:`Partner Review` "
|
|
|
|
|
"configurations. These are **only** present when the *Enterprise Resellers* "
|
|
|
|
|
"module is installed."
|
|
|
|
|
msgstr ""
|
2025-01-26 07:42:22 +07:00
|
|
|
|
"Esta pestaña incluye de forma predeterminada la sección "
|
|
|
|
|
":guilabel:`Geolocalización` y otras opciones de contacto, como "
|
|
|
|
|
":guilabel:`Activación de contacto` y :guilabel:`Revisión de contacto`. Estas"
|
|
|
|
|
" opciones solo aparecerán si el módulo *Distribuidores de enterprise* está "
|
|
|
|
|
"instalado."
|
2024-10-21 14:58:42 +07:00
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#: ../../content/applications/essentials/contacts.rst:182
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msgid "Membership tab"
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msgstr "Pestaña de membresía"
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#: ../../content/applications/essentials/contacts.rst:184
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msgid ""
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"Finally, there is the :guilabel:`Membership` tab, which can help users "
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"manage any memberships that are being offered to this specific contact. It "
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"should be noted that this tab only appears when the *Members* applications "
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"is installed."
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msgstr ""
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"Esta pestaña puede se útil para gestionar las membresías que tenga este "
|
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"contacto en específico. Esta pestaña solo aparecerá si tiene la aplicación "
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"*Miembros* instalada."
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#: ../../content/applications/essentials/contacts.rst:189
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msgid "Smart buttons"
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msgstr "Botones inteligentes"
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#: ../../content/applications/essentials/contacts.rst:191
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msgid ""
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"At the top of the contact form, there are some additional options available,"
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" known as *smart buttons*."
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msgstr ""
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"En la parte superior del formulario de contacto hay opciones adicionales "
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"disponibles conocidas como *botones inteligentes*."
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#: ../../content/applications/essentials/contacts.rst:194
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msgid ""
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"Here, Odoo displays a variety of records, related to this contact, that were"
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" created on other apps. Odoo integrates information from every single app, "
|
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"so there are many smart buttons."
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msgstr ""
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"Aquí, Odoo muestra muchos registros relacionados a este contacto que se "
|
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"hayan creado en otra aplicación. Odoo integra información de todas las "
|
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"aplicaciones, así que hay varios botones inteligentes."
|
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#: ../../content/applications/essentials/contacts.rst:198
|
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msgid ""
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|
"For example, there is an :guilabel:`Opportunities` smart button, where all "
|
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|
|
"the opportunities related to this customer from the *CRM* app are "
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"accessible."
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msgstr ""
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"Por ejemplo, está el botón inteligente :guilabel:`Oportunidades`, donde "
|
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|
"puede acceder a todas las oportunidades relacionadas a este cliente de la "
|
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|
|
"aplicación *CRM*."
|
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|
|
#: ../../content/applications/essentials/contacts.rst:202
|
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|
|
msgid ""
|
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|
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|
"If the corresponding applications are installed, their related smart buttons"
|
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|
|
|
" appear automatically on a contact form."
|
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msgstr ""
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|
"Si tiene las aplicaciones correspondientes instaladas, sus botones "
|
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"inteligentes relacionados aparecerán de forma automática en el formulario de"
|
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|
|
|
" contacto."
|
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|
|
#: ../../content/applications/essentials/contacts.rst:205
|
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|
msgid ""
|
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|
"A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS "
|
|
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|
|
"Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the "
|
|
|
|
|
":guilabel:`More` smart button reveals additional options, via a drop-down "
|
|
|
|
|
"menu. A user can even quickly access :guilabel:`Purchases`, "
|
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|
|
":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, "
|
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|
":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the "
|
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|
|
":guilabel:`Partner Ledger` connected to this contact."
|
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msgstr ""
|
|
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|
"Los usuarios pueden ver las :guilabel:`reuniones`, :guilabel:`ventas`, "
|
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|
|
":guilabel:`órdenes del PdV`, :guilabel:`suscripciones` y :guilabel:`tareas` "
|
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|
|
"de proyecto. Además, el botón inteligente :guilabel:`Más` muestra otras "
|
|
|
|
|
"opciones en un menú desplegable. También es posible acceder con rapidez a "
|
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|
|
":guilabel:`compras`, tareas de :guilabel:`soporte al cliente`, "
|
|
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|
|
":guilabel:`tasas de puntualidad` de las entregas, información de "
|
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|
|
":guilabel:`facturación`, :guilabel:`facturas de proveedores` y el "
|
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|
|
":guilabel:`libro mayor de clientes` asociado a este contacto."
|
|
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|
|
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|
|
|
|
#: ../../content/applications/essentials/contacts.rst:211
|
|
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|
|
msgid ""
|
|
|
|
|
"Deliveries, documents, loyalty cards, and direct debits are *also* linked to"
|
|
|
|
|
" smart buttons, like this, should there be any outstanding/on-file for this "
|
|
|
|
|
"contact."
|
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msgstr ""
|
|
|
|
|
"Las entregas, documentos, tarjetas de lealtad y domiciliaciones bancarias "
|
|
|
|
|
"*también* cuentan con sus respectivos botones inteligentes en caso de que "
|
|
|
|
|
"aplique para este contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:214
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the contact is a partner, the user can visit their partner page on the "
|
|
|
|
|
"Odoo-built website by clicking the :guilabel:`Go to Website` smart button."
|
|
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|
msgstr ""
|
|
|
|
|
"El usuario puede visitar la página del contacto en el sitio web creado con "
|
|
|
|
|
"Odoo si hace clic en el botón inteligente :guilabel:`Ir a sitio web`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:218
|
|
|
|
|
msgid "Archive contacts"
|
|
|
|
|
msgstr "Archivar contactos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:220
|
|
|
|
|
msgid ""
|
|
|
|
|
"If a user decides they no longer want to have this contact active, the "
|
|
|
|
|
"record can be archived. To do that, go to the :icon:`fa-cog` "
|
|
|
|
|
":guilabel:`Action` menu at the top of the contact form, and click "
|
|
|
|
|
":guilabel:`Archive`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si un usuario decide que ya no quiere tener este contacto activo es posible "
|
|
|
|
|
"archivar el registro. Para hacerlo, vaya al menú :icon:`fa-cog` "
|
|
|
|
|
":guilabel:`Acción` en la parte superior del formulario de contacto y haga "
|
|
|
|
|
"clic en :guilabel:`Archivar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:224
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-"
|
|
|
|
|
"up window."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Después, haga clic en :guilabel:`De acuerdo` en la ventana emergente de "
|
|
|
|
|
":guilabel:`confirmación`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:226
|
|
|
|
|
msgid ""
|
|
|
|
|
"With this contact successfully archived, as indicated by a banner at the "
|
|
|
|
|
"top, they do not show up in the main contacts page, but they can still be "
|
|
|
|
|
"searched for with the :guilabel:`Archived` filter."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando haya archivado el contacto se agregará un listón en la parte superior"
|
|
|
|
|
" y ya no aparecerán en la página principal de contactos, pero los puede "
|
|
|
|
|
"encontrar con el filtro :guilabel:`Archivado`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:230
|
|
|
|
|
msgid ""
|
|
|
|
|
"A contact can be *unarchived*, if the user decides to work with them again. "
|
|
|
|
|
"To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at "
|
|
|
|
|
"the top of the archived contact form, and click :guilabel:`Unarchive`. Upon "
|
|
|
|
|
"doing so, the :guilabel:`Archived` banner is removed, and the contact is "
|
|
|
|
|
"restored."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para *desarchivar* un contacto solo haga clic en el menú de :icon:`fa-cog` "
|
|
|
|
|
":guilabel:`acción` otra vez en la parte superior del contacto afirmado y "
|
|
|
|
|
"haga clic en :guilabel:`Desarchivar`. El listón que tenía antes se quitará y"
|
|
|
|
|
" el contacto estará restaurado."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:236
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Add different addresses in CRM "
|
|
|
|
|
"<../sales/sales/send_quotations/different_addresses>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":doc:`Agregar varias direcciones a CRM "
|
|
|
|
|
"<../sales/sales/send_quotations/different_addresses>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:237
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo's eLearning Contacts tutorial "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"`Tutorial de contactos en eLearning de Odoo "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:3
|
|
|
|
|
msgid "Export and import data"
|
|
|
|
|
msgstr "Exportar e importar datos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"In Odoo, it is sometimes necessary to export or import data for running "
|
|
|
|
|
"reports, or for data modification. This document covers the export and "
|
|
|
|
|
"import of data into and out of Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En Odoo, a veces es necesario exportar o importar datos para ejecutar "
|
|
|
|
|
"informes, o para modificar datos. Este documento cubre la exportación e "
|
|
|
|
|
"importación de datos dentro y fuera de Odoo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:9
|
|
|
|
|
msgid ""
|
|
|
|
|
"Sometimes, users run into a 'time out' error, or a record does not process, "
|
|
|
|
|
"due to its size. This can occur with large exports, or in cases where the "
|
|
|
|
|
"import file is too large. To circumvent this limitation surrounding the size"
|
|
|
|
|
" of the records, process exports or imports in smaller batches."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Es posible que los usuarios obtengan un error de 'tiempo de espera agotado',"
|
|
|
|
|
" o que no se procese un registro debido al tamaño. Esto puede ocurrir con "
|
|
|
|
|
"exportaciones grandes, o en casos donde el archivo es muy grande. Para "
|
|
|
|
|
"evitar esta limitación en el tamaño de los archivos, es necesario procesar "
|
|
|
|
|
"exportaciones o importaciones en lotes más pequeños."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:16
|
|
|
|
|
msgid "Export data from Odoo"
|
|
|
|
|
msgstr "Exportar datos desde Odoo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:18
|
|
|
|
|
msgid ""
|
|
|
|
|
"When working with a database, it is sometimes necessary to export data in a "
|
|
|
|
|
"distinct file. Doing so can aid in reporting on activities, although, Odoo "
|
|
|
|
|
"provides a precise and easy reporting tool with each available application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al trabajar en une base de datos a veces es necesario exportar datos a un "
|
|
|
|
|
"archivo en específico. Esto puede mejorar las actividades de reportes, "
|
|
|
|
|
"aunque Odoo ya brinda una herramienta de reportes precisa y fácil de usar en"
|
|
|
|
|
" cada aplicación disponible."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"With Odoo, the values can be exported from any field in any record. To do "
|
|
|
|
|
"so, activate the list view (:guilabel:`☰ (three horizontal lines)` icon), on"
|
|
|
|
|
" the items that need to be exported, and then select the records that should"
|
|
|
|
|
" be exported. To select a record, tick the checkbox next to the "
|
|
|
|
|
"corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then "
|
|
|
|
|
":guilabel:`Export`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo permite exportar los valores desde cualquier campo en cualquier "
|
|
|
|
|
"registro. Para hacerlo, active la vista de lista (icono :guilabel:`≣ (cuatro"
|
|
|
|
|
" líneas horizontales)`) en los artículos que necesita exportar y después "
|
|
|
|
|
"seleccione los registros que debe exportar. Para seleccionar un registro, "
|
|
|
|
|
"seleccione la casilla ubicada junto al registro correspondiente y, por "
|
|
|
|
|
"último, haga clic en el botón :icon:`fa-cog` :guilabel:`Acciones` y luego en"
|
|
|
|
|
" :guilabel:`Exportar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "View of the different things to enable/click to export data."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vista de las distintas cosas que es necesario habilitar o hacer clic para "
|
|
|
|
|
"exportar datos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:31
|
|
|
|
|
msgid ""
|
|
|
|
|
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
|
|
|
|
|
"window appears, with several options for the data to export:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al hacer clic en :guilabel:`Exportar`, aparecerá una ventana emergente para "
|
|
|
|
|
":guilabel:`Exportar datos` con varias opciones para la exportación de datos:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Overview of options to consider when exporting data in Odoo.."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Resumen de las opciones que debe tomar en cuenta al exportar datos en "
|
|
|
|
|
"Odoo..."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:38
|
|
|
|
|
msgid ""
|
|
|
|
|
"With the :guilabel:`I want to update data (import-compatable export)` option"
|
|
|
|
|
" ticked, the system only shows the fields that can be imported. This is "
|
|
|
|
|
"helpful in the case where the existing records need to be updated. This "
|
|
|
|
|
"works like a filter. Leaving the box unticked, gives many more field options"
|
|
|
|
|
" because it shows all the fields, not just the ones that can be imported."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si la opción :guilabel:`Deseo actualizar datos (exportación compatible con "
|
|
|
|
|
"importación)` está habilitada, el sistema solo muestra los campos que se "
|
|
|
|
|
"pueden importar. Esto es muy útil en caso de que necesite actualizar los "
|
|
|
|
|
"registros existentes, pues funciona como una especie de filtro. Si no "
|
|
|
|
|
"selecciona la casilla habrá más opciones de campo porque aparecerán todos "
|
|
|
|
|
"los campos, no solo los que se pueden importar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:42
|
|
|
|
|
msgid ""
|
|
|
|
|
"When exporting, there is the option to export in two formats: `.csv` and "
|
|
|
|
|
"`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds "
|
|
|
|
|
"information about all the worksheets in a file, including both content and "
|
|
|
|
|
"formatting."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al exportar puede elegir dos formatos: `.csv` y `.xls`. Con `.csv`, los "
|
|
|
|
|
"elementos se separan con una coma, mientras que `.xls` almacena información "
|
|
|
|
|
"sobre todas las hojas de trabajo en un archivo e incluye tanto el contenido "
|
|
|
|
|
"como el formato."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:45
|
|
|
|
|
msgid ""
|
|
|
|
|
"These are the items that can be exported. Use the :guilabel:`> (right "
|
|
|
|
|
"arrow)` icon to display more sub-field options. Use the :guilabel:`Search` "
|
|
|
|
|
"bar to find specific fields. To use the :guilabel:`Search` option more "
|
|
|
|
|
"efficiently, click on all the :guilabel:`> (right arrows)` to display all "
|
|
|
|
|
"fields."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Estos son los elementos que se pueden exportar. Utilice el icono "
|
|
|
|
|
":guilabel:`> (flecha derecha)` para mostrar más opciones de subcampos. "
|
|
|
|
|
"Utilice la barra :guilabel:`Buscar` para encontrar campos específicos. Para "
|
|
|
|
|
"utilizar la opción :guilabel:`Buscar` de forma más eficaz, haga clic en "
|
|
|
|
|
"todas las :guilabel:`> (flechas hacia la derecha)` para mostrar todos los "
|
|
|
|
|
"campos."
|
|
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|
|
|
#: ../../content/applications/essentials/export_import_data.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
|
|
|
|
|
":guilabel:`Fields to export` list."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El icono :guilabel:`+ (signo de más)` sirve para agregar campos a la lista "
|
|
|
|
|
":guilabel:`Campos por exportar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:51
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be"
|
|
|
|
|
" used to move the fields up and down, to change the order in which they are "
|
|
|
|
|
"displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-"
|
|
|
|
|
"down arrow)` icon."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El icono :guilabel:`↕️ (flecha arriba-abajo)` a la izquierda de los campos "
|
|
|
|
|
"seleccionados se puede utilizar para mover los campos arriba y abajo y así "
|
|
|
|
|
"cambiar el orden en que se muestran en el archivo exportado. Arrastre y "
|
|
|
|
|
"suelte utilizando el icono :guilabel:`↕️ (flecha arriba-abajo)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:54
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
|
|
|
|
|
":guilabel:`🗑️ (trash can)` icon to remove the field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El icono :guilabel:`🗑️ (papelera)` se usa para quitar campos. Haga clic en "
|
|
|
|
|
"el icono :guilabel:`🗑️ (papelera)` para quitar campos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:56
|
|
|
|
|
msgid ""
|
|
|
|
|
"For recurring reports, it is helpful to save export presets. Select all the "
|
|
|
|
|
"needed fields, and click on the template drop-down menu. Once there, click "
|
|
|
|
|
"on :guilabel:`New template`, and give a unique name to the export just "
|
|
|
|
|
"created. The next time the same list needs to be exported, select the "
|
|
|
|
|
"related template that was previously saved from the drop-down menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para los reportes recurrentes, es útil guardar preconfiguraciones de "
|
|
|
|
|
"exportación. Seleccione todos los campos necesarios y haga clic en el menú "
|
|
|
|
|
"desplegable de plantillas. Una vez allí, haga clic en :guilabel:`Nueva "
|
|
|
|
|
"plantilla`, y nombre a la exportación que acaba de crear. La próxima vez que"
|
|
|
|
|
" sea necesario exportar la misma lista, seleccione en el menú desplegable la"
|
|
|
|
|
" plantilla relacionada que se guardó anteriormente."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:62
|
|
|
|
|
msgid ""
|
|
|
|
|
"It is helpful to know the field's external identifier. For example, "
|
|
|
|
|
":guilabel:`Related Company` in the export user interface is equal to "
|
|
|
|
|
"*parent_id* (external identifier). This is helpful because then, the only "
|
|
|
|
|
"data exported is what should be modified and re-imported."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Es útil saber el identificador externo del campo. Por ejemplo, "
|
|
|
|
|
":guilabel:`Empresa relacionada` en la interfaz de exportación del usuario es"
|
|
|
|
|
" igual que el identificador externo *parent_id*. Esto es útil porque así los"
|
|
|
|
|
" únicos datos exportados serán los que se deban modificar y volver a "
|
|
|
|
|
"importar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:69
|
|
|
|
|
msgid "Import data into Odoo"
|
|
|
|
|
msgstr "Importar datos a Odoo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:71
|
|
|
|
|
msgid ""
|
|
|
|
|
"Importing data into Odoo is extremely helpful during implementation, or in "
|
|
|
|
|
"times where data needs to be updated in bulk. The following documentation "
|
|
|
|
|
"covers how to import data into an Odoo database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Importar datos a Odoo es muy útil, sobre todo durante la implementación o "
|
|
|
|
|
"cuando necesita actualizar los datos en lote. La siguiente documentación "
|
|
|
|
|
"menciona cómo importar datos a una base de datos de Odoo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:75
|
|
|
|
|
msgid ""
|
|
|
|
|
"Imports are permanent and **cannot** be undone. However, it is possible to "
|
|
|
|
|
"use filters (`created on` or `last modified`) to identify records changed or"
|
|
|
|
|
" created by the import."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Las importaciones son permanentes y **no** se pueden deshacer. Sin embargo, "
|
|
|
|
|
"es posible usar filtros (`Creado el` o `Última modificación`) para "
|
|
|
|
|
"identificar registros que se cambiaron o se crearon con la importación."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:79
|
|
|
|
|
msgid ""
|
|
|
|
|
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
|
|
|
|
|
" settings in the left menu. Doing so reveals an :menuselection:`Advanced` "
|
|
|
|
|
"menu. Included in this advanced menu are two options: :guilabel:`Track "
|
|
|
|
|
"history during import` and :guilabel:`Allow matching with subfields`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al activar el :ref:`modo de desarrollador <developer-mode>` se cambian los "
|
|
|
|
|
"ajustes de importación visibles en el menú de la izquierda. Al hacerlo, "
|
|
|
|
|
"aparecerá el menú :menuselection:`Avanzado`. En este menú avanzado se "
|
|
|
|
|
"incluyen dos opciones: :guilabel:`Registrar historial durante la "
|
|
|
|
|
"importación` y :guilabel:`Permitir emparejamiento con subcampos`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Advanced import options when developer mode is activated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Opciones de importación avanzadas cuando se activa el modo desarrollador."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the model uses openchatter, the :guilabel:`Track history during import` "
|
|
|
|
|
"option sets up subscriptions and sends notifications during the import, but "
|
|
|
|
|
"leads to a slower import."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si el modelo utiliza openchatter, la opción :guilabel:`Registrar historial "
|
|
|
|
|
"durante la importación` configura las suscripciones y envía notificaciones "
|
|
|
|
|
"durante la importación, pero hace que la importación sea más lenta."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
"Should the :guilabel:`Allow matching with subfields` option be selected, "
|
|
|
|
|
"then all subfields within a field are used to match under the "
|
|
|
|
|
":guilabel:`Odoo Field` while importing."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona la opción :guilabel:`Permitir emparejamiento con subcampos`, "
|
|
|
|
|
"entonces todos los subcampos dentro de un campo se usan para coincidir con "
|
|
|
|
|
"el :guilabel:`Campo Odoo` al realizar la importación."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:94
|
|
|
|
|
msgid "Get started"
|
|
|
|
|
msgstr "Empezar"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:96
|
|
|
|
|
msgid ""
|
|
|
|
|
"Data can be imported on any Odoo business object using either Excel "
|
|
|
|
|
"(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This "
|
|
|
|
|
"includes: contacts, products, bank statements, journal entries, and orders."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los datos pueden ser importados en cualquier objeto empresarial de Odoo "
|
|
|
|
|
"usando formatos Excel (`.xlsx`) o :abbr:`CSV (Comma-separated Values)` "
|
|
|
|
|
"(`.csv`). Esto incluye: contactos, productos, extractos bancarios, asientos "
|
|
|
|
|
"y pedidos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:100
|
|
|
|
|
msgid ""
|
|
|
|
|
"Open the view of the object to which the data should be imported/populated, "
|
|
|
|
|
"and click on :menuselection:`⭐ Favorites --> Import records`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Abra la vista del objeto a la que desea importar los datos y haga clic en "
|
|
|
|
|
":menuselection:`⭐ Favoritos --> Importar registros`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Favorites menu revealed with the import records option highlighted."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Menú de favoritos que se muestra con la opción de importar registros "
|
|
|
|
|
"resaltada."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:107
|
|
|
|
|
msgid ""
|
|
|
|
|
"After clicking :guilabel:`Import records`, Odoo reveals a separate page with"
|
|
|
|
|
" templates that can be downloaded and populated with the company's own data."
|
|
|
|
|
" Such templates can be imported in one click, since the data mapping is "
|
|
|
|
|
"already done. To download a template click :guilabel:`Import Template for "
|
|
|
|
|
"Customers` at the center of the page."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Después de hacer clic en :guilabel:`Importar registros`, Odoo revela una "
|
|
|
|
|
"página separada con plantillas que pueden ser descargadas y rellenadas con "
|
|
|
|
|
"los datos propios de la empresa. Estas plantillas se pueden importar en un "
|
|
|
|
|
"solo clic, ya que la asignación de datos ya está hecha. Para descargar una "
|
|
|
|
|
"plantilla haga clic en :guilabel:`Importar Plantilla para Clientes` en el "
|
|
|
|
|
"centro de la página."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
|
|
|
|
":guilabel:`Formatting` options. These options do **not** appear when "
|
|
|
|
|
"importing the proprietary Excel file type (`.xls`, `.xlsx`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al importar un archivo :abbr:`CSV (Comma-separated Values)`, Odoo "
|
|
|
|
|
"proporciona opciones de :guilabel:`formato`. Estas opciones **no** aparecen "
|
|
|
|
|
"al importar el tipo de archivo Excel propietario (`.xls`, `.xlsx`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:0
|
|
|
|
|
msgid "Formatting options presented when a CVS file is imported in Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Las opciones de formato presentadas cuando un archivo CVS se importa a Odoo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:121
|
|
|
|
|
msgid ""
|
|
|
|
|
"Make necessary adjustments to the *Formatting* options, and ensure all "
|
|
|
|
|
"columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free "
|
|
|
|
|
"of errors. Finally, click :guilabel:`Import` to import the data."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Haga los ajustes necesarios a las opciones de *formato* y asegúrese de que "
|
|
|
|
|
"todas las columnas en el :guilabel:`campo de Odoo` y :guilabel:`Columna de "
|
|
|
|
|
"archivo` no tengan errores. Finalmente, haga clic en :guilabel:`Importar` "
|
|
|
|
|
"para importar los datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:126
|
|
|
|
|
msgid "Adapt a template"
|
|
|
|
|
msgstr "Adaptar una plantilla"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:128
|
|
|
|
|
msgid ""
|
|
|
|
|
"Import templates are provided in the import tool of the most common data to "
|
|
|
|
|
"import (contacts, products, bank statements, etc.). Open them with any "
|
|
|
|
|
"spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, "
|
|
|
|
|
"etc.)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En la herramienta de importación se proporcionan las plantillas para "
|
|
|
|
|
"importar los datos más comunes (contactos, productos, estados de cuenta "
|
|
|
|
|
"bancarios, etc.). Puede abrirlas con cualquier software de hojas de cálculo "
|
|
|
|
|
"(*Microsoft Office*, *OpenOffice*, *Google Drive*, entre otros)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:132
|
|
|
|
|
msgid "Once the template is downloaded, proceed to follow these steps:"
|
|
|
|
|
msgstr "Una vez que se descargue la plantilla, siga los siguientes pasos:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:134
|
|
|
|
|
msgid "Add, remove, and sort columns to best fit the data structure."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Agregue, elimine y organice columnas para que se adapten mejor a la "
|
|
|
|
|
"estructura de su información."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:135
|
|
|
|
|
msgid ""
|
|
|
|
|
"It is strongly advised to **not** remove the :guilabel:`External ID` (ID) "
|
|
|
|
|
"column (see why in the next section)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Se le recomienda **no** quitar la columna :guilabel:`ID externo` (ID) (vea "
|
|
|
|
|
"por qué en la siguiente sección)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:137
|
|
|
|
|
msgid ""
|
|
|
|
|
"Set a unique ID to every record by dragging down the ID sequencing in the "
|
|
|
|
|
":guilabel:`External ID` (ID) column."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Configure un ID único para cada registro, solo tiene que arrastrar hacia "
|
|
|
|
|
"abajo la secuencia de ID en la columna :guilabel:`ID externo` (ID)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"An animation of the mouse dragging down the ID column, so each record has a "
|
|
|
|
|
"unique ID."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Una animación de un puntero bajando por la columna de ID para que cada "
|
|
|
|
|
"registro tenga un ID único."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:145
|
|
|
|
|
msgid ""
|
|
|
|
|
"When a new column is added, Odoo may not be able to map it automatically, if"
|
|
|
|
|
" its label does not fit any field within Odoo. However, new columns can be "
|
|
|
|
|
"mapped manually when the import is tested. Search the drop-down menu for the"
|
|
|
|
|
" corresponding field."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al agregar una nueva columna, es posible que Odoo no pueda mapearla "
|
|
|
|
|
"automáticamente si la etiqueta no corresponde a ningún campo en Odoo pero "
|
|
|
|
|
"puede mapear las nuevas columnas de forma manual cuando pruebe la "
|
|
|
|
|
"importación. Busque el campo correspondiente en el menú desplegable.."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Drop-down menu expanded in the initial import screen on Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Menú desplegable expendido en la pantalla inicial de importación en Odoo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:153
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|
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|
|
msgid ""
|
|
|
|
|
"Then, use this field's label in the import file to ensure future imports are"
|
|
|
|
|
" successful."
|
|
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msgstr ""
|
|
|
|
|
"Después, use la etiqueta de este campo para asegurar que las importaciones "
|
|
|
|
|
"futuras serán exitosas."
|
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|
#: ../../content/applications/essentials/export_import_data.rst:156
|
|
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|
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msgid ""
|
|
|
|
|
"Another useful way to find out the proper column names to import is to "
|
|
|
|
|
"export a sample file using the fields that should be imported. This way, if "
|
|
|
|
|
"there is not a sample import template, the names are accurate."
|
|
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msgstr ""
|
|
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|
|
"Otra forma útil de averiguar los nombres de columna adecuados para importar "
|
|
|
|
|
"es exportar un archivo de muestra utilizando los campos que se deben "
|
|
|
|
|
"importar. De esta forma, si no existe una plantilla de importación de "
|
|
|
|
|
"muestra, los nombres serán correctos."
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:161
|
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|
|
msgid "Import from another application"
|
|
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|
|
msgstr "Importar desde otra aplicación"
|
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|
#: ../../content/applications/essentials/export_import_data.rst:163
|
|
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|
|
msgid ""
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|
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|
|
"The :guilabel:`External ID` (ID) is a unique identifier for the line item. "
|
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|
|
|
"Feel free to use one from previous software to facilitate the transition to "
|
|
|
|
|
"Odoo."
|
|
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|
|
msgstr ""
|
|
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|
|
"El :guilabel:`ID externo` (ID) es un identificador único para cada línea de "
|
|
|
|
|
"artículo y puede usar el de su software anterior para facilitar la "
|
|
|
|
|
"transición a Odoo."
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:166
|
|
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|
|
msgid ""
|
|
|
|
|
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
|
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|
|
msgstr ""
|
|
|
|
|
"No es obligatorio establecer un ID al importar, pero es de gran ayuda en "
|
|
|
|
|
"muchos casos:"
|
|
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|
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|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:168
|
|
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|
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msgid ""
|
|
|
|
|
"Update imports: import the same file several times without creating "
|
|
|
|
|
"duplicates."
|
|
|
|
|
msgstr ""
|
|
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|
|
"Actualizar importaciones: importar el mismo archivo varias veces sin crear "
|
|
|
|
|
"duplicados."
|
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|
|
|
#: ../../content/applications/essentials/export_import_data.rst:169
|
|
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|
|
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
|
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|
|
|
msgstr ""
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|
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|
|
":ref:`Importar campos relacionales <export_import_data/relation-fields>`."
|
|
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|
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:171
|
|
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|
|
msgid ""
|
|
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|
|
"To recreate relationships between different records, the unique identifier "
|
|
|
|
|
"from the original application should be used to map it to the "
|
|
|
|
|
":guilabel:`External ID` (ID) column in Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para recrear relaciones entre diferentes registros, el identificador único "
|
|
|
|
|
"de la aplicación original debe usarse para mapearlo a la columna "
|
|
|
|
|
":guilabel:`ID Externo` (ID) en Odoo."
|
|
|
|
|
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|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:174
|
|
|
|
|
msgid ""
|
|
|
|
|
"When another record is imported that links to the first one, use **XXX/ID** "
|
|
|
|
|
"(XXX/External ID) for the original unique identifier. This record can also "
|
|
|
|
|
"be found using its name."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando se importe otro registro vinculado al primero, utilice **XXX/ID** "
|
|
|
|
|
"(XXX/ID externo) para el identificador único original. Este registro también"
|
|
|
|
|
" se puede encontrar utilizando su nombre."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:178
|
|
|
|
|
msgid ""
|
|
|
|
|
"It should be noted that there will be a conflict if two or more records have"
|
|
|
|
|
" the same name."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Es importante mencionar que habrá conflictos si dos o más registros tienen "
|
|
|
|
|
"el mismo nombre."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:180
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`External ID` (ID) can also be used to update the original "
|
|
|
|
|
"import, if modified data needs to be re-imported later, therefore, it is a "
|
|
|
|
|
"good practice to specify it whenever possible."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El :guilabel:`ID externo` (ID) se utilizará para actualizar la importación "
|
|
|
|
|
"original si necesita volver a importar los datos modificados después, así "
|
|
|
|
|
"que es una buena práctica especificarlo siempre que sea posible."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:184
|
|
|
|
|
msgid "Field missing to map column"
|
|
|
|
|
msgstr "Campo faltante para mapear una columna"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:186
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo heuristically tries to find the type of field for each column inside "
|
|
|
|
|
"the imported file, based on the first ten lines of the files."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo heurísticamente intenta encontrar el tipo de campo para cada columna "
|
|
|
|
|
"dentro del archivo importado, basado en las primeras diez líneas de los "
|
|
|
|
|
"archivos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:189
|
|
|
|
|
msgid ""
|
|
|
|
|
"For example, if there is a column only containing numbers, only the fields "
|
|
|
|
|
"with the *integer* type are presented as options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Por ejemplo, si hay una columna que sólo contiene números, sólo se presentan"
|
|
|
|
|
" como opciones los campos de tipo *entero*."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:192
|
|
|
|
|
msgid ""
|
|
|
|
|
"While this behavior might be beneficial in most cases, it is also possible "
|
|
|
|
|
"that it could fail, or the column may be mapped to a field that is not "
|
|
|
|
|
"proposed by default."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Aunque en la mayoría de los casos este comportamiento puede ser favorable, "
|
|
|
|
|
"también es posible que ocurra un error o que la columna se asigne a un campo"
|
|
|
|
|
" que no está propuesto de forma predeterminada."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:195
|
|
|
|
|
msgid ""
|
|
|
|
|
"If this happens, check the :guilabel:`Show fields of relation fields "
|
|
|
|
|
"(advanced) option`, then a complete list of fields becomes available for "
|
|
|
|
|
"each column."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"SI esto pasa, marque la opción :guilabel:`Mostrar campos de campos "
|
|
|
|
|
"relacionados (avanzado)`, después una lista completa de campos estará "
|
|
|
|
|
"disponible para cada columna."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Searching for the field to match the tax column."
|
|
|
|
|
msgstr "Buscar el campo para vincular con la columna de impuesto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:203
|
|
|
|
|
msgid "Change data import format"
|
|
|
|
|
msgstr "Cambiar el formato de importación de datos "
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:206
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo can automatically detect if a column is a date, and tries to guess the "
|
|
|
|
|
"date format from a set of most commonly used date formats. While this "
|
|
|
|
|
"process can work for many date formats, some date formats are not "
|
|
|
|
|
"recognizable. This can cause confusion, due to day-month inversions; it is "
|
|
|
|
|
"difficult to guess which part of a date format is the day, and which part is"
|
|
|
|
|
" the month, in a date, such as `01-03-2016`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo puede detectar de forma automática si una columna es una fecha e "
|
|
|
|
|
"intentará deducir el formato de fecha a partir de un conjunto de formatos de"
|
|
|
|
|
" fecha utilizados con mayor frecuencia. Aunque este proceso puede funcionar "
|
|
|
|
|
"para varios formatos de fecha, algunos otros no se reconocerán. Esto puede "
|
|
|
|
|
"causar confusión debido a las inversiones de día y mes, es difícil deducir "
|
|
|
|
|
"qué parte de un formato de fecha es el día y qué parte es el mes en una "
|
|
|
|
|
"fecha, como en `01-03-2016`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:212
|
|
|
|
|
msgid ""
|
|
|
|
|
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
|
|
|
|
":guilabel:`Formatting` options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al importar un archivo :abbr:`CSV (Comma-separated Values)` file, Odoo le da"
|
|
|
|
|
" opciones de :guilabel:`Formato`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:215
|
|
|
|
|
msgid ""
|
|
|
|
|
"To view which date format Odoo has found from the file, check the "
|
|
|
|
|
":guilabel:`Date Format` that is shown when clicking on options under the "
|
|
|
|
|
"file selector. If this format is incorrect, change it to the preferred "
|
|
|
|
|
"format using *ISO 8601* to define the format."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para ver qué formato de fecha encontró Odoo en el archivo, puede revisar el "
|
|
|
|
|
":guilabel:`formato de fecha` que aparece al hacer clic en las opciones en el"
|
|
|
|
|
" selector de archivos. Si este formato no es correcto, puede cambiarlo "
|
|
|
|
|
"usando la *ISO 8601* para definir el formato."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:220
|
|
|
|
|
msgid ""
|
|
|
|
|
"*ISO 8601* is an international standard, covering the worldwide exchange, "
|
|
|
|
|
"along with the communication of date and time-related data. For example, the"
|
|
|
|
|
" date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it "
|
|
|
|
|
"should be written as `1981-07-24`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"*ISO 8601* es una norma internacional que cubre el intercambio mundial, "
|
|
|
|
|
"junto con la comunicación de datos relacionados con la fecha y la hora. Por "
|
|
|
|
|
"ejemplo, el formato de fecha debe ser \"AAAA-MM-DD\". Así, en el caso del 24"
|
|
|
|
|
" de julio de 1981, debe escribirse \"1981-07-24\"."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:225
|
|
|
|
|
msgid ""
|
|
|
|
|
"When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to"
|
|
|
|
|
" store dates. This maintains locale date formats for display, regardless of "
|
|
|
|
|
"how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-"
|
|
|
|
|
"separated Values)` file, use Odoo's :guilabel:`Formatting` section to select"
|
|
|
|
|
" the date format columns to import."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando importe archivos Excel (`.xls`, `.xlsx`), considere usar *celdas de "
|
|
|
|
|
"fecha* para almacenar fechas. Esto mantiene los formatos de fecha locales "
|
|
|
|
|
"para su visualización, independientemente de cómo se formatea la fecha en "
|
|
|
|
|
"Odoo. Cuando importe un archivo :abbr:`CSV (Comma-separated Values)`, use la"
|
|
|
|
|
" sección :guilabel:`Formato` de Odoo para seleccionar las columnas de "
|
|
|
|
|
"formato de fecha a importar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:231
|
|
|
|
|
msgid "Import numbers with currency signs"
|
|
|
|
|
msgstr "Importar números con signos de divisa"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:233
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo fully supports numbers with parenthesis to represent negative signs, as"
|
|
|
|
|
" well as numbers with currency signs attached to them. Odoo also "
|
|
|
|
|
"automatically detects which thousand/decimal separator is used. If a "
|
|
|
|
|
"currency symbol unknown to Odoo is used, it might not be recognized as a "
|
|
|
|
|
"number, and the import crashes."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo es compatible con los números entre paréntesis para representar los "
|
|
|
|
|
"signos negativos, así como los números con los signos de divisa. Odoo "
|
|
|
|
|
"también detecta de forma automática qué separador de miles o decimales "
|
|
|
|
|
"utiliza. Si usa un símbolo de divisa que Odoo no conoce, es posible que no "
|
|
|
|
|
"se reconozca como un número y se bloqueará."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:239
|
|
|
|
|
msgid ""
|
|
|
|
|
"When importing a :abbr:`CSV (Comma-separated Values)` file, the "
|
|
|
|
|
":guilabel:`Formatting` menu appears on the left-hand column. Under these "
|
|
|
|
|
"options, the :guilabel:`Thousands Separator` can be changed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al importar un archivo :abbr:`CSV (Comma-separated Values)`, aparece el menú"
|
|
|
|
|
" :guilabel:`Formato` en la columna de la izquierda. En estas opciones, se "
|
|
|
|
|
"puede cambiar el :guilabel:`Separador de miles`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:243
|
|
|
|
|
msgid ""
|
|
|
|
|
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Ejemplos de números compatibles (se usa treinta y dos mil como ejemplo):"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:245
|
|
|
|
|
msgid "32.000,00"
|
|
|
|
|
msgstr "32.000,00"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:246
|
|
|
|
|
msgid "32000,00"
|
|
|
|
|
msgstr "32000,00"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:247
|
|
|
|
|
msgid "32,000.00"
|
|
|
|
|
msgstr "32,000.00"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:248
|
|
|
|
|
msgid "-32000.00"
|
|
|
|
|
msgstr "-32000.00"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:249
|
|
|
|
|
msgid "(32000.00)"
|
|
|
|
|
msgstr "(32000.00)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:250
|
|
|
|
|
msgid "$ 32.000,00"
|
|
|
|
|
msgstr "$ 32,000.00"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:251
|
|
|
|
|
msgid "(32000.00 €)"
|
|
|
|
|
msgstr "(32000.00 €)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:253
|
|
|
|
|
msgid "Example that will not work:"
|
|
|
|
|
msgstr "Ejemplos que no son compatibles:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:255
|
|
|
|
|
msgid "ABC 32.000,00"
|
|
|
|
|
msgstr "ABC 32,000.00"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:256
|
|
|
|
|
msgid "$ (32.000,00)"
|
|
|
|
|
msgstr "$ (32,000.00)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:259
|
|
|
|
|
msgid ""
|
|
|
|
|
"A :guilabel:`() (parenthesis)` around the number indicates that the number "
|
|
|
|
|
"is a negative value. The currency symbol **must** be placed within the "
|
|
|
|
|
"parenthesis for Odoo to recognize it as a negative currency value."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Un :guilabel:`() (paréntesis)` alrededor del número indica que el número es "
|
|
|
|
|
"un valor negativo. El símbolo de moneda **debe** colocarse dentro del "
|
|
|
|
|
"paréntesis para que Odoo lo reconozca como un valor de moneda negativo."
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:264
|
|
|
|
|
msgid "Import preview table not displayed correctly"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Tabla de previsualización de la importación no se muestra correctamente"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:266
|
|
|
|
|
msgid ""
|
|
|
|
|
"By default, the import preview is set on commas as field separators, and "
|
|
|
|
|
"quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)` file does not have these settings, modify the "
|
|
|
|
|
":guilabel:`Formatting` options (displayed under the :guilabel:`Import` "
|
|
|
|
|
":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV"
|
|
|
|
|
" (Comma-separated Values)` file)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"De forma predeterminada, la vista previa de importación está configurada con"
|
|
|
|
|
" comas como separadores de campo y con comillas como delimitadores de texto."
|
|
|
|
|
" Si el archivo :abbr:`CSV (Valores separados por comas)` no cuenta con estos"
|
|
|
|
|
" ajustes, entonces modifique las opciones de :guilabel:`formato` que "
|
|
|
|
|
"aparecen en la barra de archivo :guilabel:`Importar CSV (Valores separados "
|
|
|
|
|
"por comas)` después de seleccionar el archivo :abbr:`CSV (Valores separados "
|
|
|
|
|
"por comas)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:272
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a "
|
|
|
|
|
"separator, Odoo does **not** detect the separations. The file format options"
|
|
|
|
|
" need to be modified in the spreadsheet application. See the following "
|
|
|
|
|
":ref:`Change CSV file format <export_import_data/change-csv>` section."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si el archivo :abbr:`CSV (Comma-separated Values)` tiene una tabulación como"
|
|
|
|
|
" separador, Odoo **no** detecta las separaciones. Las opciones de formato de"
|
|
|
|
|
" archivo necesitan modificarse en la aplicación de hoja de cálculo. Vea la "
|
|
|
|
|
"siguiente sección :ref:`Cambiar formato de archivo CSV "
|
|
|
|
|
"<export_import_data/change-csv>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:280
|
|
|
|
|
msgid "Change CSV file format in spreadsheet application"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cambiar el formato del archivo CSV en una aplicación de hoja de cálculo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:282
|
|
|
|
|
msgid ""
|
|
|
|
|
"When editing and saving :abbr:`CSV (Comma-separated Values)` files in "
|
|
|
|
|
"spreadsheet applications, the computer's regional settings are applied for "
|
|
|
|
|
"the separator and delimiter. Odoo suggests using *OpenOffice* or "
|
|
|
|
|
"*LibreOffice*, as both applications allow modifications of all three options"
|
|
|
|
|
" (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box"
|
|
|
|
|
" --> Check the box 'Edit filter settings' --> Save`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Al editar y guardar archivos :abbr:`CSV (Comma-separated Values)` en "
|
|
|
|
|
"aplicaciones de hojas de cálculo, se aplica la configuración regional del "
|
|
|
|
|
"ordenador para el separador y el delimitador. Odoo sugiere usar *OpenOffice*"
|
|
|
|
|
" o *LibreOffice*, ya que ambas aplicaciones permiten modificar las tres "
|
|
|
|
|
"opciones (desde la aplicación *LibreOffice*, ir al cuadro de diálogo "
|
|
|
|
|
":menuselection:`'Guardar como' --> Marcar la casilla 'Editar configuración "
|
|
|
|
|
"de filtro' --> Guardar`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:288
|
|
|
|
|
msgid ""
|
|
|
|
|
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
|
|
|
|
|
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Microsoft Excel solo puede modificar la codificación al guardar (en el "
|
|
|
|
|
":menuselection:`cuadro de diálogo 'Guardar como' --> 'Herramientas' --> "
|
|
|
|
|
"Pestaña de codificación`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:292
|
|
|
|
|
msgid "Difference between Database ID and External ID"
|
|
|
|
|
msgstr "Diferencias entre el ID de la base de datos y el ID externo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:294
|
|
|
|
|
msgid ""
|
|
|
|
|
"Some fields define a relationship with another object. For example, the "
|
|
|
|
|
"country of a contact is a link to a record of the 'Country' object. When "
|
|
|
|
|
"such fields are imported, Odoo has to recreate links between the different "
|
|
|
|
|
"records. To help import such fields, Odoo provides three mechanisms."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Algunos campos definen una relación con otro objeto. Por ejemplo, el país de"
|
|
|
|
|
" un contacto es un enlace a un registro del objeto 'País'. Cuando se "
|
|
|
|
|
"importan estos campos, Odoo tendrá que volver a crear enlaces entre los "
|
|
|
|
|
"diferentes registros. Para ayudarle a importar dichos campos, Odoo "
|
|
|
|
|
"proporciona tres mecanismos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:299
|
|
|
|
|
msgid "**Only one** mechanism should be used per field that is imported."
|
|
|
|
|
msgstr "**Solo un** mecanismo debe usarse por campo importado."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:301
|
|
|
|
|
msgid ""
|
|
|
|
|
"For example, to reference the country of a contact, Odoo proposes three "
|
|
|
|
|
"different fields to import:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Por ejemplo, para referenciar el país de un contacto, Odoo propone tres "
|
|
|
|
|
"campos distintos para importar:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:303
|
|
|
|
|
msgid ":guilabel:`Country`: the name or code of the country"
|
|
|
|
|
msgstr ":guilabel:`País`: el nombre o código del país."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:304
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
|
|
|
|
|
" the ID PostgreSQL column"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`País/ID de la base de datos`: el ID único de Odoo para un "
|
|
|
|
|
"registro, definido por la columna ID PostgreSQL."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:306
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Country/External ID`: the ID of this record referenced in another"
|
|
|
|
|
" application (or the `.XML` file that imported it)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`País/ID externo`: el ID de este registro al que se hace "
|
|
|
|
|
"referencia en otra aplicación (o el archivo `.XML` que lo importó)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:309
|
|
|
|
|
msgid ""
|
|
|
|
|
"For the country of Belgium, for example, use one of these three ways to "
|
|
|
|
|
"import:"
|
|
|
|
|
msgstr "Para Bélgica, por ejemplo, use una de estas tres maneras de importar:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:311
|
|
|
|
|
msgid ":guilabel:`Country`: `Belgium`"
|
|
|
|
|
msgstr ":guilabel:`País`: `Bélgica`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:312
|
|
|
|
|
msgid ":guilabel:`Country/Database ID`: `21`"
|
|
|
|
|
msgstr ":guilabel:`País/ID de la base de datos`: `21`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:313
|
|
|
|
|
msgid ":guilabel:`Country/External ID`: `base.be`"
|
|
|
|
|
msgstr ":guilabel:`País/ID externo`: `base.be`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:315
|
|
|
|
|
msgid ""
|
|
|
|
|
"According to the company's need, use one of these three ways to reference "
|
|
|
|
|
"records in relations. Here is an example when one or the other should be "
|
|
|
|
|
"used, according to the need:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Según las necesidades de la empresa, utilice una de estas 3 formas de "
|
|
|
|
|
"referenciar registros en relaciones. Deberá usar una u otra, según sea "
|
|
|
|
|
"necesario, aquí tiene un ejemplo:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:318
|
|
|
|
|
msgid ""
|
|
|
|
|
"Use :guilabel:`Country`: this is the easiest way when data comes from "
|
|
|
|
|
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Usar :guilabel:`país`: esta es la forma más sencilla cuando los datos "
|
|
|
|
|
"provienen de archivos :abbr:`CSV (Comma-separated Values)` que se crearon de"
|
|
|
|
|
" forma manual."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:320
|
|
|
|
|
msgid ""
|
|
|
|
|
"Use :guilabel:`Country/Database ID`: this should rarely be used. It is "
|
|
|
|
|
"mostly used by developers as the main advantage is to never have conflicts "
|
|
|
|
|
"(there may be several records with the same name, but they always have a "
|
|
|
|
|
"unique Database ID)"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Usar :guilabel:`país/ID de la base de datos`: es poco probable que use esta "
|
|
|
|
|
"notación, ya que en su mayoría la utilizan los desarrolladores. Su principal"
|
|
|
|
|
" ventaja es que nunca tiene conflictos (puede tener varios registros con el "
|
|
|
|
|
"mismo nombre, pero solo tendrán un ID de base de datos único)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:323
|
|
|
|
|
msgid ""
|
|
|
|
|
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
|
|
|
|
|
"from a third-party application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Usar país/ID externo`: utilice el *ID externo* cuando importa "
|
|
|
|
|
"datos desde una aplicación de terceros."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:326
|
|
|
|
|
msgid ""
|
|
|
|
|
"When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` "
|
|
|
|
|
"files with the :guilabel:`External ID` (ID) column defining the *External "
|
|
|
|
|
"ID* of each record that is imported. Then, a reference can be made to that "
|
|
|
|
|
"record with columns, like `Field/External ID`. The following two :abbr:`CSV "
|
|
|
|
|
"(Comma-separated Values)` files provide an example for products and their "
|
|
|
|
|
"categories."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando se utilicen *ID externos*, importe archivos :abbr:`CSV (Comma-"
|
|
|
|
|
"separated Values)` con la columna :guilabel:`ID externos` (ID) que define el"
|
|
|
|
|
" *ID externo* de cada registro que se importa. A continuación, se puede "
|
|
|
|
|
"hacer referencia a ese registro con columnas como `Campo/ID externo`. Los "
|
|
|
|
|
"dos archivos :abbr:`CSV (Comma-separated Values)` siguientes ofrecen un "
|
|
|
|
|
"ejemplo de productos y sus categorías."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:331
|
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for categories "
|
|
|
|
|
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`Archivo CSV para categorías "
|
|
|
|
|
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:333
|
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for Products "
|
|
|
|
|
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`Archivo CSV para productos "
|
|
|
|
|
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:339
|
|
|
|
|
msgid "Import relation fields"
|
|
|
|
|
msgstr "Importar campos de relación"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:341
|
|
|
|
|
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, the records of the related object need to be imported first, from"
|
|
|
|
|
" their own list menu."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Un objeto de Odoo siempre se relaciona con muchos otros, por ejemplo, un "
|
|
|
|
|
"producto está vinculado a categorías de productos, atributos, proveedores y "
|
|
|
|
|
"más. Para importar esas relaciones, primero debe importar los registros del "
|
|
|
|
|
"objeto relacionado desde su propio menú de lista."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:345
|
|
|
|
|
msgid ""
|
|
|
|
|
"This can be achieved by using either the name of the related record, or its "
|
|
|
|
|
"ID, depending on the circumstances. 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`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Esto puede hacerse mediante el nombre del registro relacionado o por su ID, "
|
|
|
|
|
"este último se espera cuando dos registros tienen el mismo nombre. En tal "
|
|
|
|
|
"caso, agregue `/ID` al final del título de la columna (por ejemplo, para "
|
|
|
|
|
"atributos de producto: `Atributos de producto / Atributo / ID`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:350
|
|
|
|
|
msgid "Options for multiple matches on fields"
|
|
|
|
|
msgstr "Opciones para varias coincidencias en campos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:352
|
|
|
|
|
msgid ""
|
|
|
|
|
"If, for example, there are two product categories with the child name "
|
|
|
|
|
"`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the"
|
|
|
|
|
" validation is halted, but the data may still be imported. However, Odoo "
|
|
|
|
|
"recommends that the data is not imported because it will all be linked to "
|
|
|
|
|
"the first `Sellable` category found in the *Product Category* list (`Misc. "
|
|
|
|
|
"Products/Sellable`). Odoo, instead, recommends modifying one of the "
|
|
|
|
|
"duplicate's values, or the product category hierarchy."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si, por ejemplo, hay dos categorías de producto con el nombre secundario `Se"
|
|
|
|
|
" puede vender` (por ejemplo, `Productos varios/Se puede vender` y `Otros "
|
|
|
|
|
"productos/Se puede vender`), su validación se detiene, pero aún puede "
|
|
|
|
|
"importar sus datos. Le recomendamos que no importe los datos, ya que todos "
|
|
|
|
|
"se vincularán a la primera categoría `Se puede vender` perteneciente a la "
|
|
|
|
|
"categoría *Lista de producto* (`Productos varios/Se puede vender`). Le "
|
|
|
|
|
"sugerimos que modifique uno de los valores duplicados o la jerarquía de la "
|
|
|
|
|
"categoría del producto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:359
|
|
|
|
|
msgid ""
|
|
|
|
|
"However, if the company does not wish to change the configuration of product"
|
|
|
|
|
" categories, Odoo recommends making use of the *External ID* for this field,"
|
|
|
|
|
" 'Category'."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Sin embargo, si la empresa no desea cambiar la configuración de las "
|
|
|
|
|
"cateogrías de los producto, le recomendamos usar el *ID externo* para el "
|
|
|
|
|
"campo 'Categoría'."
|
|
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|
|
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|
|
|
#: ../../content/applications/essentials/export_import_data.rst:363
|
|
|
|
|
msgid "Import many2many relationship fields"
|
|
|
|
|
msgstr "Importar campos de relación many2many"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:365
|
|
|
|
|
msgid ""
|
|
|
|
|
"The tags should be separated by a comma, without any spacing. For example, "
|
|
|
|
|
"if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`"
|
|
|
|
|
" then 'Manufacturer,Retailer' needs to be encoded in the same column of the "
|
|
|
|
|
":abbr:`CSV (Comma-separated Values)` file."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Las etiquetas se deben separar con coma y sin espacios. Por ejemplo, si un "
|
|
|
|
|
"cliente debe vincularse a las etiquetas `Fabricante` y `Vendedor minorista` "
|
|
|
|
|
"entonces debe poner las etiquetas 'Fabricante,Vendedor minorista' en la "
|
|
|
|
|
"misma columna del archivo :abbr:`CSV (Comma-separated Values)`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:369
|
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for Manufacturer, Retailer "
|
|
|
|
|
"<export_import_data/m2m_customers_tags.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`Archivo CSV para Fabricante, Minorista "
|
|
|
|
|
"<export_import_data/m2m_customers_tags.csv>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:372
|
|
|
|
|
msgid "Import one2many relationships"
|
|
|
|
|
msgstr "Importar relaciones one2many"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:374
|
|
|
|
|
msgid ""
|
|
|
|
|
"If a company wants to import a sales order with several order lines, a "
|
|
|
|
|
"specific row **must** be reserved in the :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)` file for each order line. The first order line is imported on the "
|
|
|
|
|
"same row as the information relative to order. Any additional lines need an "
|
|
|
|
|
"additional row that does not have any information in the fields relative to "
|
|
|
|
|
"the order."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si una empresa desea importar una orden de venta con varias líneas de orden "
|
|
|
|
|
"es **necesario** que reserven una fila específica en el archivo :abbr:`CSV "
|
|
|
|
|
"(Valores separados por comas)` para cada línea de la orden. La primera línea"
|
|
|
|
|
" de la orden se importa en la misma fila que la información relacionada a la"
|
|
|
|
|
" orden. Las líneas adicionales necesitan otras filas que no tengan "
|
|
|
|
|
"información en los campos relacionados a esa orden."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:379
|
|
|
|
|
msgid ""
|
|
|
|
|
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
|
|
|
|
|
"quotations that can be imported, based on demo data:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Como ejemplo, aquí tiene un archivo :abbr:`CSV (Comma-separated Values)` de "
|
|
|
|
|
"algunas cotizaciones que se pueden importar según los datos de demostración:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:382
|
|
|
|
|
msgid ""
|
|
|
|
|
":download:`File for some Quotations "
|
|
|
|
|
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`Archivo para algunas cotizaciones "
|
|
|
|
|
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:385
|
|
|
|
|
msgid ""
|
|
|
|
|
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
|
|
|
|
"purchase orders with their respective purchase order lines:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El siguiente archivo :abbr:`CSV (Comma-separated Values)` muestra cómo "
|
|
|
|
|
"importar órdenes de compra con sus respectivas líneas de orden de compra:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:388
|
|
|
|
|
msgid ""
|
|
|
|
|
":download:`Purchase orders with their respective purchase order lines "
|
|
|
|
|
"<export_import_data/o2m_purchase_order_lines.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`Órdenes de compra con sus respectivas líneas de orden de compra "
|
|
|
|
|
"<export_import_data/o2m_purchase_order_lines.csv>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:391
|
|
|
|
|
msgid ""
|
|
|
|
|
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
|
|
|
|
"customers and their respective contacts:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El siguiente archivo :abbr:`CSV (Comma-separated Values)` muestra cómo "
|
|
|
|
|
"importar clientes y sus respectivos contactos:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:394
|
|
|
|
|
msgid ""
|
|
|
|
|
":download:`Customers and their respective contacts "
|
|
|
|
|
"<export_import_data/o2m_customers_contacts.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`Clientes y sus respectivos contactos "
|
|
|
|
|
"<export_import_data/o2m_customers_contacts.csv>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:398
|
|
|
|
|
msgid "Import records several times"
|
|
|
|
|
msgstr "Importar registros varias veces"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:400
|
|
|
|
|
msgid ""
|
|
|
|
|
"If an imported file contains one of the columns: :guilabel:`External ID` or "
|
|
|
|
|
":guilabel:`Database ID`, records that have already been imported are "
|
|
|
|
|
"modified, instead of being created. This is extremely useful as it allows "
|
|
|
|
|
"users to import the same :abbr:`CSV (Comma-separated Values)` file several "
|
|
|
|
|
"times, while having made some changes in between two imports."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si un archivo importado contiene la columna :guilabel:`ID externo` o la "
|
|
|
|
|
"columna :guilabel:`ID de la base de datos`, los registros que ya se "
|
|
|
|
|
"importaron se modificarán en lugar de que se creen desde cero. Esto es uy "
|
|
|
|
|
"util ya que permite que los usuarios importen el mismo archivo :abbr:`CSV "
|
|
|
|
|
"(Comma-separated Values)` varias veces si se hicieron cambios durante dos "
|
|
|
|
|
"importaciones."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:405
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo takes care of creating or modifying each record, depending if it is new"
|
|
|
|
|
" or not."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo se asegura de crear o modificar cada registro, dependiendo de si es "
|
|
|
|
|
"nuevo o no."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:407
|
|
|
|
|
msgid ""
|
|
|
|
|
"This feature allows a company to use the *Import/Export tool* in Odoo to "
|
|
|
|
|
"modify a batch of records in a spreadsheet application."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Esta función permite que la empresa use la *herramienta de importación o "
|
|
|
|
|
"exportación* para modificar un lote de registros en la aplicación Hoja de "
|
|
|
|
|
"cálculo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:411
|
|
|
|
|
msgid "Value not provided for a specific field"
|
|
|
|
|
msgstr "Valor no dado para un campo en específico"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:413
|
|
|
|
|
msgid ""
|
|
|
|
|
"If all fields are not set in the CSV file, Odoo assigns the default value "
|
|
|
|
|
"for every non-defined field. But, if fields are set with empty values in the"
|
|
|
|
|
" :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the"
|
|
|
|
|
" field, instead of assigning the default value."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si no establece todos los campos en el archivo CVS, Odoo asigna el valor "
|
|
|
|
|
"predetermminado para cada campo no definido. Sin embargo, si un campo está "
|
|
|
|
|
"configurado con valores vacíos en el archivo :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)`, Odoo configura el valor vacío en el campo, en lugar de asignar un "
|
|
|
|
|
"valor predeterminado."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:418
|
|
|
|
|
msgid "Export/import different tables from an SQL application to Odoo"
|
|
|
|
|
msgstr "Exportar o importar diferentes tablas de una aplicación SQL a Odoo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:420
|
|
|
|
|
msgid ""
|
|
|
|
|
"If data needs to be imported from different tables, relations need to be "
|
|
|
|
|
"recreated between records belonging to different tables. For instance, if "
|
|
|
|
|
"companies and people are imported, the link between each person and the "
|
|
|
|
|
"company they work for needs to be recreated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si necesita importar datos de diferentes tablas, tendrá que volver a crear "
|
|
|
|
|
"relaciones entre registros que pertenecen a diferentes tablas. Por ejemplo, "
|
|
|
|
|
"si importa empresas e individuos, deberá volver a crear el vinculo entre "
|
|
|
|
|
"cada individuo y la empresa en la que trabajan."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:424
|
|
|
|
|
msgid ""
|
|
|
|
|
"To manage relations between tables, use the `External ID` facilities of "
|
|
|
|
|
"Odoo. The `External ID` of a record is the unique identifier of this record "
|
|
|
|
|
"in another application. The `External ID` must be unique across all records "
|
|
|
|
|
"of all objects. It is a good practice to prefix this `External ID` with the "
|
|
|
|
|
"name of the application or table. (like, 'company_1', 'person_1' - instead "
|
|
|
|
|
"of '1')"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para gestionar las relaciones entre tablas, puede utilizar las funciones de "
|
|
|
|
|
"`ID externo` de Odoo. El `ID externo` de un registro es el identificador "
|
|
|
|
|
"único de este registro en otra aplicación. Este debe ser único en todos los "
|
|
|
|
|
"registros de todos los objetos, así que es una buena práctica anteponer este"
|
|
|
|
|
" `ID externo` al nombre de la aplicación o tabla, (como 'empresa_1', "
|
|
|
|
|
"'persona_1' en lugar de '1')."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:429
|
|
|
|
|
msgid ""
|
|
|
|
|
"As an example, suppose there is an SQL database with two tables that are to "
|
|
|
|
|
"be imported: companies and people. Each person belongs to one company, so "
|
|
|
|
|
"the link between a person and the company they work for must be recreated."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Como ejemplo, supongamos que hay una base de datos SQL con dos tablas que se"
|
|
|
|
|
" necesitan importar: empresas y personas. Cada persona pertenece a una "
|
|
|
|
|
"empresa, entonces se debe volver a crear el vínculo entre una persona y la "
|
|
|
|
|
"empresa para la que trabajan."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:433
|
|
|
|
|
msgid ""
|
|
|
|
|
"Test this example, with a :download:`sample of a PostgreSQL database "
|
|
|
|
|
"<export_import_data/database_import_test.sql>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Pruebe este ejemplo con un :download:`ejemplo de una base de datos "
|
|
|
|
|
"PostgreSQL <export_import_data/database_import_test.sql>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:436
|
|
|
|
|
msgid ""
|
|
|
|
|
"First, export all companies and their *External ID*. In PSQL, write the "
|
|
|
|
|
"following command:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Primero, exporte todas las empresas y sus *ID externos*. Escriba el "
|
|
|
|
|
"siguiente comando en PSQL:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:442
|
|
|
|
|
msgid ""
|
|
|
|
|
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
|
|
|
|
|
"file:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Este comando SQL crea el siguiente archivo :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)`:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:451
|
|
|
|
|
msgid ""
|
|
|
|
|
"To create the :abbr:`CSV (Comma-separated Values)` file for people linked to"
|
|
|
|
|
" companies, use the following SQL command in PSQL:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Usaremos el siguiente comando SQL en PSWL para crear el archivo :abbr:`CSV "
|
|
|
|
|
"(Comma-separated Values)` para personas vinculadas a empresas:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:458
|
|
|
|
|
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
|
|
|
|
|
msgstr "Produce el siguiente archivo :abbr:`CSV (Comma-separated Values)`:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:468
|
|
|
|
|
msgid ""
|
|
|
|
|
"In this file, Fabien and Laurence are working for the Bigees company "
|
|
|
|
|
"(`company_1`), and Eric is working for the Organi company. The relation "
|
|
|
|
|
"between people and companies is done using the *External ID* of the "
|
|
|
|
|
"companies. The *External ID* is prefixed by the name of the table to avoid a"
|
|
|
|
|
" conflict of ID between people and companies (`person_1` and `company_1`, "
|
|
|
|
|
"who shared the same ID 1 in the original database)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el archivo anterior, Fabien y Laurence trabajan para la empresa Bigees "
|
|
|
|
|
"(`empresa_1`) y Eric trabaja para la empresa Organi. La relación entre "
|
|
|
|
|
"personas y empresas se realiza mediante el *ID externo* de las empresas. Se "
|
|
|
|
|
"usa el nombre de la tabla como prefijo del *ID externo* para evitar un "
|
|
|
|
|
"conflicto de ID entre personas y empresas (`persona_1` y `empresa_1` que "
|
|
|
|
|
"compartían el mismo ID 1 en la base de datos original)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:474
|
|
|
|
|
msgid ""
|
|
|
|
|
"The two files produced are ready to be imported in Odoo without any "
|
|
|
|
|
"modifications. After having imported these two :abbr:`CSV (Comma-separated "
|
|
|
|
|
"Values)` files, there are four contacts and three companies (the first two "
|
|
|
|
|
"contacts are linked to the first company). Keep in mind to first import the "
|
|
|
|
|
"companies, and then the people."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los dos archivos que se generaron están listos para importarse a Odoo sin "
|
|
|
|
|
"ninguna modificación. Tras importar estos dos archivos :abbr:`CSV (Comma-"
|
|
|
|
|
"separated Values)`, tendrá cuatro contactos y tres empresas, los dos "
|
|
|
|
|
"primeros contactos están vinculados a la primera empresa. Primero debe "
|
|
|
|
|
"importar las empresas y luego las personas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:3
|
|
|
|
|
msgid "In-app purchases (IAP)"
|
|
|
|
|
msgstr "Compras dentro de la aplicación (IAP)"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:7
|
|
|
|
|
msgid ""
|
|
|
|
|
"In-app purchases (IAP) are optional services that enhance Odoo databases. "
|
|
|
|
|
"Each service provides its own specific features and functionality. A full "
|
|
|
|
|
"list of services is available on the `Odoo IAP Catalog "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Las compras dentro de la aplicación (conocidas como IAP por sus siglas en "
|
|
|
|
|
"inglés) son servicios opcionales que mejoran las bases de datos de Odoo y "
|
|
|
|
|
"cada uno de ellos proporciona sus propias funciones. Consulte la lista "
|
|
|
|
|
"completa de servicios en el `catálogo de IAP de Odoo "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El catálogo de compras dentro de la aplicación con varios servicios "
|
|
|
|
|
"disponibles en iap.odoo.com."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:16
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :guilabel:`SMS` service sends text messages to contacts directly from "
|
|
|
|
|
"the database, and the :guilabel:`Documents Digitization` service digitizes "
|
|
|
|
|
"scanned or PDF vendor bills, expenses, and resumes with optical character "
|
|
|
|
|
"recognition (OCR) and artificial intelligence (AI)."
|
|
|
|
|
msgstr ""
|
2025-01-12 07:43:30 +07:00
|
|
|
|
"El servicio de :guilabel:`SMS` envía mensajes de texto a sus contactos desde"
|
|
|
|
|
" la base de datos, mientras que el servicio de :guilabel:`digitalización de "
|
2024-10-21 14:58:42 +07:00
|
|
|
|
"documentos` digitaliza facturas de proveedores, gastos y currículums "
|
|
|
|
|
"escaneados o en formato PDF con reconocimiento óptico de caracteres (OCR) e "
|
|
|
|
|
"inteligencia artificial (IA)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:20
|
|
|
|
|
msgid ""
|
|
|
|
|
"|IAP| services do **not** need to be configured or set up before use. Odoo "
|
|
|
|
|
"users can simply click on the service in the app to activate it. However, "
|
|
|
|
|
"each service requires its own prepaid credits, and when they run out, users "
|
|
|
|
|
"**must** :ref:`buy more <iap/buying_credits>` in order to keep using it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"**No** necesita configurar los servicios de |IAP| antes de usarlos, puede "
|
|
|
|
|
"solo hacer clic en el servicio dentro de la aplicación de Odoo para "
|
|
|
|
|
"activarlo. Sin embargo, cada servicio necesita de créditos prepagados y "
|
|
|
|
|
"**debe** :ref:`comprar más <iap/buying_credits>` si se acaban para poder "
|
|
|
|
|
"seguir utilizándolos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:25
|
|
|
|
|
msgid ""
|
|
|
|
|
"Enterprise Odoo users with a valid subscription get free credits to test IAP"
|
|
|
|
|
" features before deciding to purchase more credits for the database. This "
|
|
|
|
|
"includes demo/training databases, educational databases, and one-app-free "
|
|
|
|
|
"databases."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los usuarios de Odoo Enterprise que tengan una suscripción válida obtendrán "
|
|
|
|
|
"créditos gratuitos para probar las funciones de compras dentro de la "
|
|
|
|
|
"aplicación antes de decidir si desean comprar más créditos para la base de "
|
|
|
|
|
"datos. Esto incluye bases de datos de demostración y capacitación, bases de "
|
|
|
|
|
"datos educativas y bases de datos gratuitas de una sola aplicación."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:32
|
|
|
|
|
msgid "IAP services"
|
|
|
|
|
msgstr "Servicios de compras dentro de la aplicación"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:34
|
|
|
|
|
msgid ""
|
|
|
|
|
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
|
|
|
|
|
"wide range of uses."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo y proveedores de servicios externos proporcionan los servicios de "
|
|
|
|
|
"compras dentro de la aplicación y tienen una gran variedad de usos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:36
|
|
|
|
|
msgid "The following |IAP| services are offered by Odoo:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo ofrece los siguientes servicios como compras dentro de la aplicación:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:38
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
|
|
|
|
|
"expenses, and resumes with OCR and AI."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Digitalización de documentos`: digitaliza facturas de "
|
|
|
|
|
"proveedores, gastos y currículums escaneados o en formato PDF con "
|
|
|
|
|
"reconocimiento óptico de caracteres e inteligencia artificial."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:40
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
|
|
|
|
"with corporate data."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Autocompletado de contactos`: completa los registros de contacto "
|
|
|
|
|
"de forma automática con datos empresariales."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:41
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
|
|
|
|
|
"database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`SMS`: envía mensajes de texto SMS a sus contactos directo desde "
|
|
|
|
|
"la base de datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:42
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Lead Generation`: generates leads based on a set of criteria, and"
|
|
|
|
|
" converts web visitors into quality leads and opportunities."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Generación de leads`: genera leads según un conjunto de criterios"
|
|
|
|
|
" y convierte a los visitantes del sitio web en leads y oportunidades de "
|
|
|
|
|
"calidad."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:44
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
|
|
|
|
"post, worldwide."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Correo postal`: envía facturas de clientes y reportes de "
|
|
|
|
|
"seguimiento por correo postal a todo el mundo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:45
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Signer identification with itsme®️`: ask document signatories in "
|
|
|
|
|
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
|
|
|
|
|
"which is available in Belgium and the Netherlands."
|
|
|
|
|
msgstr ""
|
|
|
|
|
":guilabel:`Identifíquese con itsme®️ para firmar sus documentos`: solicite "
|
|
|
|
|
"que los signatarios de *Firma electrónica* de Odoo proporcionen su identidad"
|
|
|
|
|
" a través de la plataforma de identidad *itsme®*. Solo está disponible en "
|
|
|
|
|
"Bélgica y los Países Bajos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:49
|
|
|
|
|
msgid ""
|
|
|
|
|
"For more information on every service currently available (offered from "
|
|
|
|
|
"developers other than Odoo), visit the `Odoo IAP Catalog "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Visite el `catálogo de compras dentro de la aplicación de Odoo "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_ para obtener más "
|
|
|
|
|
"información sobre los servicios disponibles por el momento (los ofrecen "
|
|
|
|
|
"desarrolladores externos a Odoo)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:53
|
|
|
|
|
msgid "Use IAP services"
|
|
|
|
|
msgstr "Uso de los servicios de compras dentro de la aplicación"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:55
|
|
|
|
|
msgid ""
|
|
|
|
|
"|IAP| services are automatically integrated with Odoo, and do **not** "
|
|
|
|
|
"require users to configure any settings. To use a service, simply interact "
|
|
|
|
|
"with it wherever it appears in the database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los servicios de compras dentro de la aplicación están integrados con Odoo "
|
|
|
|
|
"de forma automática y **no** es necesario que los usuarios hagan ajustes "
|
|
|
|
|
"adicionales. Para utilizar un servicio solo deberá interactuar con él desde "
|
|
|
|
|
"cualquier lugar de la base de datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:59
|
|
|
|
|
msgid ""
|
|
|
|
|
"The following flow focuses on the *SMS* |IAP| service being used from a "
|
|
|
|
|
"contact's record."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El siguiente flujo está relacionado con el servicio de *SMS* de |IAP| que se"
|
|
|
|
|
" utiliza desde el registro de un contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:61
|
|
|
|
|
msgid ""
|
|
|
|
|
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede hacer esto si hace clic en el icono :guilabel:`📱 SMS` dentro de la "
|
|
|
|
|
"base de datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"The SMS icon on a typical contact information form located within an Odoo "
|
|
|
|
|
"database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El icono de SMS en un formulario de información de contacto típico ubicado "
|
|
|
|
|
"dentro de una base de datos de Odoo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:67
|
|
|
|
|
msgid ""
|
|
|
|
|
"One way to utilize the *SMS* |IAP| service with Odoo is showcased in the "
|
|
|
|
|
"following steps:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los siguientes pasos describen una de las maneras de utilizar el servicio "
|
|
|
|
|
"*SMS* de compras dentro de la aplicación con Odoo:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:69
|
|
|
|
|
msgid ""
|
|
|
|
|
"First, navigate to the :menuselection:`Contacts application`, and click on a"
|
|
|
|
|
" contact with a mobile phone number entered in either the :guilabel:`Phone` "
|
|
|
|
|
"or :guilabel:`Mobile` field of the contact form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vaya a la aplicación :menuselection:`Contactos` y haga clic en un contacto "
|
|
|
|
|
"que tenga un número de teléfono móvil configurado en los campos "
|
|
|
|
|
":guilabel:`Teléfono` o :guilabel:`Celular` del formulario de contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:73
|
|
|
|
|
msgid ""
|
|
|
|
|
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
|
|
|
|
|
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
|
|
|
|
|
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Busque el icono :guilabel:`📱 SMS` que aparece del lado derecho de los campos"
|
|
|
|
|
" :guilabel:`Teléfono` o :guilabel:`Celular`. Al hacer clic en el icono "
|
|
|
|
|
":guilabel:`📱 SMS` aparece la ventana emergente :guilabel:`Enviar mensaje de "
|
|
|
|
|
"texto SMS`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:77
|
|
|
|
|
msgid ""
|
|
|
|
|
"Type a message in the :guilabel:`Message` field of the pop-up window. Then, "
|
|
|
|
|
"click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS,"
|
|
|
|
|
" to the contact, and logs what was sent in the *chatter* of the contact's "
|
|
|
|
|
"form."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Escriba un mensaje en el campo :guilabel:`Mensaje` de la ventana emergente, "
|
|
|
|
|
"haga clic en el botón :guilabel:`Enviar SMS`. Odoo enviará el mensaje vía "
|
|
|
|
|
"SMS al contacto y registrará lo que envió en el *chatter* del formulario del"
|
|
|
|
|
" contacto."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:81
|
|
|
|
|
msgid ""
|
|
|
|
|
"Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| "
|
|
|
|
|
"service are automatically deducted from the existing credits. If there are "
|
|
|
|
|
"not enough credits to send the message, Odoo prompts the user to purchase "
|
|
|
|
|
"more."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los créditos prepagados para el servicio *SMS* de |IAP| se restarán de los "
|
|
|
|
|
"créditos existentes una vez que se envíe el mensaje SMS. Odoo le solicitará "
|
|
|
|
|
"al usuario que compre más créditos en caso de que no cuente con los "
|
|
|
|
|
"necesarios para enviar el mensaje."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
"For more information on how to use various |IAP| services, and for more in-"
|
|
|
|
|
"depth instructions related to SMS functionality in Odoo, review the "
|
|
|
|
|
"documentation below:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Consulte la siguiente documentación para obtener más información sobre cómo "
|
|
|
|
|
"utilizar varios servicios de |IAP| e instrucciones más detalladas "
|
|
|
|
|
"relacionadas con las funciones de SMS en Odoo:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:89
|
|
|
|
|
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
|
|
|
|
|
msgstr ":doc:`Minado de leads <../sales/crm/acquire_leads/lead_mining>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Enrich your contacts base with Partner Autocomplete "
|
|
|
|
|
"<../sales/crm/optimize/partner_autocomplete>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":doc:`Enriquecer la base de contactos con la función Autocompletar contacto "
|
|
|
|
|
"<../sales/crm/optimize/partner_autocomplete>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:92
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":doc:`Fundamentos de SMS "
|
|
|
|
|
"<../marketing/sms_marketing/essentials/sms_essentials>`"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:97
|
|
|
|
|
msgid "IAP credits"
|
|
|
|
|
msgstr "Créditos para compras dentro de la aplicación"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:99
|
|
|
|
|
msgid ""
|
|
|
|
|
"Every time an |IAP| service is used, the prepaid credits for that service "
|
|
|
|
|
"are spent. Odoo prompts the purchase of more credits when there are not "
|
|
|
|
|
"enough credits left to continue using a service. Email alerts can also be "
|
|
|
|
|
"set up for when :ref:`credits are low <in_app_purchase/low-credits>`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cada que utiliza un servicio que requiere de |IAP|, entonces gasta los "
|
|
|
|
|
"créditos prepagados para ese servicio. Odoo le solicitará comprar más "
|
|
|
|
|
"créditos cuando no cuente con suficientes para seguir utilizando un "
|
|
|
|
|
"servicio. También es posible configurar alertas por correo electrónico para "
|
|
|
|
|
"cuando le :ref:`queden pocos créditos <in_app_purchase/low-credits>`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:103
|
|
|
|
|
msgid ""
|
|
|
|
|
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
|
|
|
|
|
" each service."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los créditos se compran con los *paquetes* que aparecen en el `catálogo de "
|
|
|
|
|
"IAP de Odoo <https://iap.odoo.com/iap/all-in-app-services>`_. Los precios "
|
|
|
|
|
"son específicos para cada servicio."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:107
|
|
|
|
|
msgid ""
|
|
|
|
|
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
|
|
|
|
|
"packs available, in denominations of:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El `servicio de SMS <https://iap.odoo.com/iap/in-app-services/1>`_ cuenta "
|
|
|
|
|
"con cuatro paquetes disponibles con los siguientes precios:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:110
|
|
|
|
|
msgid ":guilabel:`Starter Pack`: 10 credits"
|
|
|
|
|
msgstr ":guilabel:`Paquete inicial`: 10 créditos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:111
|
|
|
|
|
msgid ":guilabel:`Standard Pack`: 100 credits"
|
|
|
|
|
msgstr ":guilabel:`Paquete estándar`: 100 créditos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:112
|
|
|
|
|
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
|
|
|
|
msgstr ":guilabel:`Paquete avanzado`: 500 créditos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:113
|
|
|
|
|
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
|
|
|
|
msgstr ":guilabel:`Paquete experto`: 1000 créditos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid "Four different packs of credits for the SMS IAP service."
|
|
|
|
|
msgstr "Cuatro paquetes de créditos distintos para el servicio SMS de IAP."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:119
|
|
|
|
|
msgid ""
|
|
|
|
|
"The number of credits consumed depends on the length of the SMS and the "
|
|
|
|
|
"country of destination."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"El número de créditos consumidos depende de la longitud del SMS y el país de"
|
|
|
|
|
" destino."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:121
|
|
|
|
|
msgid ""
|
|
|
|
|
"For more information, refer to the :doc:`SMS Pricing and FAQ "
|
|
|
|
|
"<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Consulte la documentación sobre :doc:`Precios de SMS y preguntas frecuentes "
|
|
|
|
|
"<../marketing/sms_marketing/pricing/pricing_and_faq>` para obtener más "
|
|
|
|
|
"información."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:127
|
|
|
|
|
msgid "Buy credits"
|
|
|
|
|
msgstr "Comprar créditos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:129
|
|
|
|
|
msgid ""
|
|
|
|
|
"If there are not enough credits to perform a task, the database "
|
|
|
|
|
"automatically prompts the purchase of more credits."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La base de datos le solicitará comprar más créditos en automático si no "
|
|
|
|
|
"cuenta con los suficientes para realizar una tarea."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:132
|
|
|
|
|
msgid ""
|
|
|
|
|
"Users can check the current balance of credits for each service, and "
|
|
|
|
|
"manually purchase more credits, by navigating to the "
|
|
|
|
|
":menuselection:`Settings app --> Contacts section`, and beneath the "
|
|
|
|
|
":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los usuarios pueden acceder a :menuselection:`Ajustes --> sección Contactos`"
|
|
|
|
|
" para consultar el saldo actual de créditos para cada servicio y comprar más"
|
|
|
|
|
" de forma manual. Una vez allí, vaya a :guilabel:`Compras dentro de la "
|
|
|
|
|
"aplicación de Odoo` y haga clic en :guilabel:`Ver mis servicios`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:136
|
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| "
|
|
|
|
|
"services in the database. From here, click an |IAP| service to open its "
|
|
|
|
|
":guilabel:`Account Information` page, where additional credits can be "
|
|
|
|
|
"purchased."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Esta acción abrirá la página :guilabel:`Mis servicios` en donde aparecen "
|
|
|
|
|
"varios servicios de |IAP| de la base de datos. Una vez allí, haga clic en un"
|
|
|
|
|
" servicio de |IAP| para abrir la página de :guilabel:`Información de la "
|
|
|
|
|
"cuenta`, ahí podrá comprar créditos adicionales."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:141
|
|
|
|
|
msgid "Manually buy credits"
|
|
|
|
|
msgstr "Comprar créditos de forma manual"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:143
|
|
|
|
|
msgid "To manually buy credits in Odoo, follow these steps:"
|
|
|
|
|
msgstr "Siga estos pasos para comprar créditos de forma manual en Odoo:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:145
|
|
|
|
|
msgid ""
|
|
|
|
|
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
|
|
|
|
|
" :guilabel:`Search...` bar. Alternatively users can scroll down to the "
|
|
|
|
|
":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where "
|
|
|
|
|
"it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vaya a la aplicación :menuselection:`Ajustes` y escriba `Compras dentro de "
|
|
|
|
|
"la aplicación` en la :guilabel:`barra de búsqueda`, o diríjase a la sección "
|
|
|
|
|
":guilabel:`Contactos`. Si va a la sección :guilabel:`Contactos`, busque "
|
|
|
|
|
":guilabel:`Compras dentro de la aplicación de Odoo` y haga clic en "
|
|
|
|
|
":guilabel:`Ver mis servicios`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Settings app showing the Odoo IAP heading and View My Services button."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La aplicación Ajustes muestra el encabezado de Compras dentro de la "
|
|
|
|
|
"aplicación de Odoo y el botón Ver mis servicios."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:154
|
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| "
|
|
|
|
|
"services in the database. From here, click an |IAP| service to open details "
|
|
|
|
|
"about it; additional credits can be purchased from here."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Esta acción abrirá la página de :guilabel:`Cuenta para compras dentro de la "
|
|
|
|
|
"aplicación` en donde aparecen varios servicios de |IAP| de la base de datos."
|
|
|
|
|
" Una vez allí, haga clic en un servicio de |IAP| para abrir sus respectivos "
|
|
|
|
|
"detalles, también podrá comprar créditos adicionales."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:158
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the following page, click the :guilabel:`Buy Credit` button. Doing so "
|
|
|
|
|
"loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From "
|
|
|
|
|
"here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the"
|
|
|
|
|
" prompts to enter payment details, and confirm the order."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Haga clic en el botón :guilabel:`Comprar créditos` de esa página. La acción "
|
|
|
|
|
"anterior abrirá la página :guilabel:`Comprar créditos para (Cuenta de "
|
|
|
|
|
"compras dentro de la aplicación)` en una nueva pestaña. Busque el paquete de"
|
|
|
|
|
" créditos que desea adquirir y haga clic en :guilabel:`Comprar`. Siga las "
|
|
|
|
|
"indicaciones para proporcionar los detalles de pago y confirmar su orden."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"The SMS service page on IAP.Odoo.com with four packs of credits available "
|
|
|
|
|
"for purchase."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La página del servicio de SMS en iap.odoo.com muestra cuatro paquetes de "
|
|
|
|
|
"créditos disponibles para comprar."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:166
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the transaction is complete, the credits are available for use in the "
|
|
|
|
|
"database."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Una vez que la transacción haya terminado podrá usar los créditos en la base"
|
|
|
|
|
" de datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:171
|
|
|
|
|
msgid "Low-credit notification"
|
|
|
|
|
msgstr "Notificación sobre pocos créditos"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:173
|
|
|
|
|
msgid ""
|
|
|
|
|
"It is possible to be notified when credits are low, in order to avoid "
|
|
|
|
|
"running out of credits, while using an |IAP| service. To do that, follow "
|
|
|
|
|
"this process:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Reciba notificaciones cuando tenga pocos créditos para que no se quede sin "
|
|
|
|
|
"ellos al usar un servicio de |IAP|. Siga las instrucciones a continuación:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:176
|
|
|
|
|
msgid ""
|
|
|
|
|
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
|
|
|
|
|
":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it "
|
|
|
|
|
"says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Vaya a la aplicación :menuselection:`Ajustes` y escriba `Compras dentro de "
|
|
|
|
|
"la aplicación` en la :guilabel:`barra de búsqueda`. En la sección "
|
|
|
|
|
":guilabel:`Contactos`, busque :guilabel:`Compras dentro de la aplicación de "
|
|
|
|
|
"Odoo` y haga clic en :guilabel:`Ver mis servicios`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:180
|
|
|
|
|
msgid ""
|
|
|
|
|
"The available |IAP| accounts appear in a list view on the :guilabel:`IAP "
|
|
|
|
|
"Account` page. From here, click on the desired |IAP| account to view that "
|
|
|
|
|
"service's details."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Las cuentas de |IAP| disponibles aparecen en una vista de lista en la página"
|
|
|
|
|
" :guilabel:`Cuenta para compras dentro de la aplicación`. Allí haga clic en "
|
|
|
|
|
"la cuenta |IAP| deseada para ver los detalles de ese servicio."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:183
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the details page, tick the :guilabel:`Receive threshold warning` "
|
|
|
|
|
"checkbox. Doing so reveals two fields on the form: :guilabel:`Warning "
|
|
|
|
|
"Threshold` and :guilabel:`Contact Email`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En la página de detallles seleccione la casilla :guilabel:`Recibir "
|
|
|
|
|
"advertencia de límite`. Esta acción abrirá dos campos en el formulario: "
|
|
|
|
|
":guilabel:`Límite de advertencia` y :guilabel:`Correo de contacto`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:186
|
|
|
|
|
msgid ""
|
|
|
|
|
"In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo "
|
|
|
|
|
"should use as the minimum threshold for this service. In the "
|
|
|
|
|
":guilabel:`Contact Email` field, enter the email address that receives the "
|
|
|
|
|
"notification."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el campo :guilabel:`Límite de advertencia` escriba el número de créditos "
|
|
|
|
|
"que Odoo usará como límite mínimo para este servicio y en el campo "
|
|
|
|
|
":guilabel:`Correo de contacto` escriba el correo electrónico en el que desea"
|
|
|
|
|
" recibir la notificación."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:190
|
|
|
|
|
msgid ""
|
|
|
|
|
"Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the "
|
|
|
|
|
"balance of credits falls below the amount listed as the :guilabel:`Warning "
|
|
|
|
|
"Threshold`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Odoo enviará una alerta de créditos bajos al :guilabel:`correo electrónico "
|
|
|
|
|
"de contacto` cuando el saldo o balance de créditos caiga por debajo de la "
|
|
|
|
|
"cantidad especificada en el :guilabel:`límite de advertencia`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:3
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
msgstr "Reportes"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:5
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can find several reports under the :guilabel:`Reporting` menu of most "
|
|
|
|
|
"apps that let you analyze and visualize the data of your records."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el menú :guilabel:`Reportes` de la mayoría de las aplicaciones puede "
|
|
|
|
|
"encontrar varios reportes que le permiten analizar y visualizar los datos de"
|
|
|
|
|
" sus registros."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:11
|
|
|
|
|
msgid "Selecting a view"
|
|
|
|
|
msgstr "Seleccionar una vista"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"Depending on the report, Odoo can display the data in various ways. "
|
|
|
|
|
"Sometimes, a unique view fully tailored to the report is available, while "
|
|
|
|
|
"several views are available for others. However, two generic views are "
|
|
|
|
|
"dedicated to reporting: the graph and pivot views."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Dependiendo del reporte, Odoo puede mostrar los datos de varias formas. "
|
|
|
|
|
"Algunas veces está disponible una vista única personalizada por completo al "
|
|
|
|
|
"reporte, mientras que varias vistas están disponibles para otros. Sin "
|
|
|
|
|
"embargo, hay dos vistas genéricas específicas para los reportes: las vistas "
|
|
|
|
|
"de gráfico y tabla dinámica."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:20
|
|
|
|
|
msgid "Graph view"
|
|
|
|
|
msgstr "Vista de gráfico"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:22
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :ref:`graph view <reporting/using-graph>` is used to visualize your "
|
|
|
|
|
"records' data, helping you identify patterns and trends. The view is often "
|
|
|
|
|
"found under the :guilabel:`Reporting` menu of apps but can be found "
|
|
|
|
|
"elsewhere. Click the **graph view button** located at the top right to "
|
|
|
|
|
"access it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La :ref:`vista de gráfico <reporting/using-graph>` se utiliza para "
|
|
|
|
|
"visualizar los datos de sus registros, esta le ayudará a identificar "
|
|
|
|
|
"patrones y tendencias. A menudo puede encontrar esta vista en el menú "
|
|
|
|
|
":guilabel:`reportes` de las aplicaciones, pero también puede encontrarla en "
|
|
|
|
|
"otros lugares. Para acceder a ella, haga clic en el **botón de vista de "
|
|
|
|
|
"gráfico** que se ubica en la parte superior derecha de la página."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
msgid "Selecting the graph view"
|
|
|
|
|
msgstr "Seleccionar la vista de gráfico"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:33
|
|
|
|
|
msgid "Pivot view"
|
|
|
|
|
msgstr "Vista de tabla dinámica"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:35
|
|
|
|
|
msgid ""
|
|
|
|
|
"The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your "
|
|
|
|
|
"records' data and break it down for analysis. The view is often found under "
|
|
|
|
|
"the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the"
|
|
|
|
|
" **pivot view button** located at the top right to access it."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"La :ref:`vista de tabla dinámica <reporting/using-pivot>` se utiliza para "
|
|
|
|
|
"agregar los datos de sus registros y desglosarlos para su análisis. Puede "
|
|
|
|
|
"encontrar esta vista en el menú :guilabel:`reportes` de las aplicaciones, "
|
|
|
|
|
"pero también puede encontrarla en otros lugares. Para acceder a ella, haga "
|
|
|
|
|
"clic en el **botón de vista de tabla dinámica** que se ubica en la parte "
|
|
|
|
|
"superior derecha de la página."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
msgid "Selecting the pivot view"
|
|
|
|
|
msgstr "Selección de la vista de tabla dinámica"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:45
|
|
|
|
|
msgid "Choosing measures"
|
|
|
|
|
msgstr "Elegir medidas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:47
|
|
|
|
|
msgid ""
|
|
|
|
|
"After selecting a view, you should ensure only the relevant records are "
|
|
|
|
|
":doc:`filtered <search>`. Next, you should choose what is measured. By "
|
|
|
|
|
"default, a measure is always selected. If you wish to edit it, click "
|
|
|
|
|
":guilabel:`Measures` and choose one or, only for pivots, multiple measures."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Tras seleccionar una vista, debe asegurarse de que solo se :doc:`filtran "
|
|
|
|
|
"<search>` los registros relevantes. A continuación, debe elegir lo que se "
|
|
|
|
|
"medirá. Siempre hay una medida seleccionada de forma predeterminada, si "
|
|
|
|
|
"desea editarla haga clic en :guilabel:`medidas` y elija una, o varias en el "
|
|
|
|
|
"caso de las tablas dinámicas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:52
|
|
|
|
|
msgid ""
|
|
|
|
|
"When you select a measure, Odoo aggregates the values recorded on that field"
|
|
|
|
|
" for the filtered records. Only numerical fields (:ref:`integer "
|
|
|
|
|
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
|
|
|
|
|
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
|
|
|
|
|
"can be measured. In addition, the :guilabel:`Count` option is used to count "
|
|
|
|
|
"the total number of filtered records."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando selecciona una medida, Odoo agrega los valores registrados en ese "
|
|
|
|
|
"campo para los registros filtrados. Solo se pueden medir los campos "
|
|
|
|
|
"numéricos :ref:`enteros <studio/fields/simple-fields/integer>`, "
|
|
|
|
|
":ref:`decimales <studio/fields/simple-fields/decimal>` y :ref:`monetarios "
|
|
|
|
|
"<studio/fields/simple-fields/monetary>`. Además, la opción \"número\" se "
|
|
|
|
|
"utiliza para contar el número total de registros filtrados."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
"After choosing what you want to measure, you can define how the data should "
|
|
|
|
|
"be :ref:`grouped <search/group>` depending on the dimension you want to "
|
|
|
|
|
"analyze. By default, the data is often grouped by *Date > Month*, which is "
|
|
|
|
|
"used to analyze the evolution of a measure over the months."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Después de elegir qué desea medir, puede definir cómo se deben :ref:`agrupar"
|
|
|
|
|
" <search/group>` los datos según la dimensión que desea analizar. De forma "
|
|
|
|
|
"predeterminada, los datos se agrupan por *Fecha > Mes* para analizar la "
|
|
|
|
|
"evolución de las medidas a lo largo de los meses."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"When you filter a single time period, the option to compare it against "
|
|
|
|
|
"another one appears."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Cuando filtra un solo periodo de tiempo, se habilita la opción de compararlo"
|
|
|
|
|
" con otro."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Using the comparison option"
|
|
|
|
|
msgstr "Uso de la opción de comparación"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:72
|
|
|
|
|
msgid "Select measures"
|
|
|
|
|
msgstr "Seleccionar medidas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:74
|
|
|
|
|
msgid ""
|
|
|
|
|
"Among other measures, you could add the :guilabel:`Margin` and "
|
|
|
|
|
":guilabel:`Count` measures to the Sales Analysis report. By default, the "
|
|
|
|
|
":guilabel:`Untaxed Amount` measure is selected."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Entre otras medidas, puede agregar las medidas de :guilabel:`margen` y "
|
|
|
|
|
":guilabel:`número` al reporte de análisis de ventas. De forma "
|
|
|
|
|
"predeterminada, se selecciona la medida :guilabel:`importe sin impuestos`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Selecting different measures on the Sales Analysis report"
|
|
|
|
|
msgstr "Selección de distintas medidas en el reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:81
|
|
|
|
|
msgid "Group measures"
|
|
|
|
|
msgstr "Agrupar medidas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:83
|
|
|
|
|
msgid ""
|
|
|
|
|
"You could group the measures by :guilabel:`Product Category` at the level of"
|
|
|
|
|
" rows on the previous Sales Analysis report example."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede agrupar las medidas por :guilabel:`categoría de producto` en el nivel "
|
|
|
|
|
"de filas del ejemplo anterior del reporte de análisis de ventas."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Adding a group on the Sales Analysis report"
|
|
|
|
|
msgstr "Agregar un grupo en el reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:92
|
|
|
|
|
msgid "Using the pivot view"
|
|
|
|
|
msgstr "Utilizar la vista de tabla dinámica"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:94
|
|
|
|
|
msgid ""
|
|
|
|
|
"Grouping data is quintessential to the pivot view. It enables drilling down "
|
|
|
|
|
"the data to gain deeper insights. While you can use the :guilabel:`Group By`"
|
|
|
|
|
" option to quickly add a group at the level of rows, as shown in the example"
|
|
|
|
|
" above, you can also click the plus button (:guilabel:`➕`) next to the "
|
|
|
|
|
":guilabel:`Total` header at the level of rows *and* columns, and then select"
|
|
|
|
|
" one of the **preconfigured groups**. To remove one, click the minus button "
|
|
|
|
|
"(:guilabel:`➖`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Agrupar datos es esencial para la vista de tabla dinámica pues le permite "
|
|
|
|
|
"desglosar los datos para obtener información más detallada. Aunque puede "
|
|
|
|
|
"usar la opción :guilabel:`Agrupar por` para agregar con rapidez un grupo en "
|
|
|
|
|
"el nivel de las filas, como se muestra en el ejemplo anterior. También puede"
|
|
|
|
|
" hacer clic en el botón con el signo de más (:guilabel:`➕`) junto al "
|
|
|
|
|
"encabezado de :guilabel:`total` en el nivel de las filas *y* columnas, y "
|
|
|
|
|
"luego seleccionar uno de los **grupos preconfigurados**. Para eliminar uno, "
|
|
|
|
|
"haga clic en el botón con el signo de menos (:guilabel:`➖`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:100
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once you have added a group, you can add new ones on the opposite axis or "
|
|
|
|
|
"the newly created subgroups."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Una vez que agregue un grupo, puede agregar nuevos en el eje opuesto o en "
|
|
|
|
|
"los subgrupos recién creados."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:104
|
|
|
|
|
msgid ""
|
|
|
|
|
"You could further divide the measures on the previous Sales Analysis report "
|
|
|
|
|
"example by the :guilabel:`Salesperson` group at the level of columns and by "
|
|
|
|
|
"the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / "
|
|
|
|
|
"Office Furniture` product category."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede dividir aún más las medidas en el ejemplo anterior del reporte de "
|
|
|
|
|
"análisis de ventas mediante el grupo :guilabel:`vendedor` en el nivel de "
|
|
|
|
|
"columnas y el grupo :guilabel:`Fecha de orden > Mes` en la categoría de "
|
|
|
|
|
"producto :guilabel:`Todos / Se pueden vender / Muebles de oficina`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Adding multiple groups on the Sales Analysis report"
|
|
|
|
|
msgstr "Agregar varios grupos a un reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:112
|
|
|
|
|
msgid ""
|
|
|
|
|
"Switch the rows and columns' groups by clicking the flip axis button "
|
|
|
|
|
"(:guilabel:`⇄`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede cambiar los grupos de las filas y columnas al hacer clic en el botón "
|
|
|
|
|
"\"girar eje\" (:guilabel:`⇄`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
|
|
|
|
" (⏷) order."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede hacer clic en la etiqueta de una medida para ordenar los valores en "
|
|
|
|
|
"orden ascendente (⏶) o descendente (⏷)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:114
|
|
|
|
|
msgid ""
|
|
|
|
|
"Download a `.xlsx` version of the pivot by clicking the download button "
|
|
|
|
|
"(:guilabel:`⭳`)."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede descargar una versión `.xlsx` de la tabla dinámica al hacer clic en el"
|
|
|
|
|
" botón de descarga (:guilabel:`⭳`)."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:119
|
|
|
|
|
msgid "Using the graph view"
|
|
|
|
|
msgstr "Utilizar la vista de gráfico"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:121
|
|
|
|
|
msgid "Three graphs are available: the bar, line, and pie charts."
|
|
|
|
|
msgstr "Hay tres gráficos disponibles: de barras, de líneas y circular."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:123
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Bar charts** are used to show the distribution or a comparison of several "
|
|
|
|
|
"categories. They are especially useful as they can deal with larger data "
|
|
|
|
|
"sets."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los **gráficos de barras** se utilizan para mostrar la distribución o una "
|
|
|
|
|
"comparación de varias categorías. Son bastante útiles, ya que pueden "
|
|
|
|
|
"trabajar con conjuntos grandes de datos."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:126
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Line charts** are useful to show changing time series and trends over "
|
|
|
|
|
"time."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los **gráficos de líneas** son útiles para mostrar los cambios en series "
|
|
|
|
|
"temporales y tendencias a lo largo del tiempo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:128
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Pie charts** are used to show the distribution or a comparison of a small "
|
|
|
|
|
"number of categories when they form a meaningful whole."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Los **gráficos circulares** se utilizan para mostrar la distribución o "
|
|
|
|
|
"comparación de un pequeño número de categorías cuando son parte de un "
|
|
|
|
|
"conjunto significativo."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:133
|
|
|
|
|
msgid "Bar chart"
|
|
|
|
|
msgstr "Gráfico de barras"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a bar chart"
|
|
|
|
|
msgstr "Vista del reporte de análisis de ventas como gráfico de barras"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:138
|
|
|
|
|
msgid "Line chart"
|
|
|
|
|
msgstr "Gráfico de líneas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a line chart"
|
|
|
|
|
msgstr "Vista del reporte de análisis de ventas como gráfico de líneas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:143
|
|
|
|
|
msgid "Pie chart"
|
|
|
|
|
msgstr "Gráfico circular"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a pie chart"
|
|
|
|
|
msgstr "Vista del reporte de análisis de ventas como gráfico circular"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:149
|
|
|
|
|
msgid ""
|
|
|
|
|
"For **bar** and **line** charts, you can use the stacked option when you "
|
|
|
|
|
"have at least two groups, which then appear on top of each other instead of "
|
|
|
|
|
"next to each other."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Para los gráficos de **barras** y **líneas** puede usar la opción de apilado"
|
|
|
|
|
" cuando tiene al menos dos grupos, aparecerán uno encima del otro en lugar "
|
|
|
|
|
"de uno junto al otro."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:154
|
|
|
|
|
msgid "Stacked bar chart"
|
|
|
|
|
msgstr "Gráfico de barras apilado"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Stacked bar chart example"
|
|
|
|
|
msgstr "Ejemplo de gráfico de barras apilado"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:159
|
|
|
|
|
msgid "Regular bar chart"
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|
msgstr "Gráfico de barras regular"
|
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|
|
#: ../../content/applications/essentials/reporting.rst:0
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msgid "Non-stacked bar chart example"
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|
msgstr "Ejemplo de gráfico de barras sin apilar"
|
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|
|
#: ../../content/applications/essentials/reporting.rst:164
|
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|
msgid "Stacked line chart"
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msgstr "Gráfico de líneas apiladas"
|
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|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
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|
|
msgid "Stacked line chart example"
|
|
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|
|
msgstr "Ejemplo de gráfico de líneas apiladas"
|
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|
|
#: ../../content/applications/essentials/reporting.rst:169
|
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|
|
#: ../../content/applications/essentials/reporting.rst:184
|
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|
|
msgid "Regular line chart"
|
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|
|
msgstr "Gráfico de líneas regular"
|
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|
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|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
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|
|
msgid "Non-stacked line chart example"
|
|
|
|
|
msgstr "Ejemplo de gráfico de líneas sin apilar"
|
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|
|
#: ../../content/applications/essentials/reporting.rst:174
|
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|
|
msgid ""
|
|
|
|
|
"For **line** charts, you can use the cumulative option to sum values, which "
|
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|
|
"is especially useful to show the change in growth over a time period."
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msgstr ""
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|
|
"Para los gráficos de **líneas** puede usar la opción de acumulativo para "
|
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|
|
"sumar valores, resulta bastante útil para mostrar el cambio en el "
|
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|
|
|
"crecimiento durante un período de tiempo."
|
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|
|
#: ../../content/applications/essentials/reporting.rst:179
|
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|
|
msgid "Cumulative line chart"
|
|
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|
|
msgstr "Gráfico de líneas acumulativo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Cumulative line chart example"
|
|
|
|
|
msgstr "Ejemplo de gráfico de líneas acumulativo"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Regular line chart example"
|
|
|
|
|
msgstr "Ejemplo de gráfico de líneas regular"
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:3
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|
|
msgid "Search and filter records"
|
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|
msgstr "Buscar y filtrar registros"
|
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|
|
#: ../../content/applications/essentials/search.rst:5
|
|
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|
|
msgid ""
|
|
|
|
|
"Odoo uses filters to include only the most relevant records depending on the"
|
|
|
|
|
" purpose of the view you are on. However, you can edit the default filter or"
|
|
|
|
|
" search for specific values."
|
|
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|
|
msgstr ""
|
|
|
|
|
"Odoo utiliza filtros para incluir solo los registros más relevantes en "
|
|
|
|
|
"función del propósito de la vista en la que se encuentre. Sin embargo, puede"
|
|
|
|
|
" editar el filtro predeterminado o buscar valores específicos."
|
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|
|
|
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|
|
#: ../../content/applications/essentials/search.rst:11
|
|
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|
|
msgid "Preconfigured filters"
|
|
|
|
|
msgstr "Filtros preconfigurados"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:13
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can modify the default selection of records by clicking "
|
|
|
|
|
":guilabel:`Filters` and selecting one or several **preconfigured filters**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede modificar la selección predeterminada de registros al hacer clic en "
|
|
|
|
|
":guilabel:`Filtros`, luego seleccione uno o varios **filtros "
|
|
|
|
|
"preconfigurados**."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:17
|
|
|
|
|
msgid ""
|
|
|
|
|
"On the Sales Analysis report, only records at the sales order stage are "
|
|
|
|
|
"selected by default. However, you could *also* include records at the "
|
|
|
|
|
"quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could "
|
|
|
|
|
"*only* include records from a specific year, for example *2022*, by "
|
|
|
|
|
"selecting :menuselection:`Order Date --> 2022`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En el reporte de análisis de ventas, se seleccionan de forma predeterminada "
|
|
|
|
|
"solo los registros en la etapa de orden de venta. Sin embargo, *también* "
|
|
|
|
|
"podría incluir registros en la etapa de cotización si selecciona "
|
|
|
|
|
":guilabel:`Cotizaciones`. Además, podría incluir registros *únicamente* de "
|
|
|
|
|
"un año en específico, por ejemplo *2022*, al seleccionar "
|
|
|
|
|
":menuselection:`Fecha de orden --> 2022`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
msgid "Using preconfigured filters on the Sales Analysis report"
|
|
|
|
|
msgstr "Uso de filtros preconfigurados en el reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:27
|
|
|
|
|
msgid ""
|
|
|
|
|
"If you select preconfigured filters from the same group (i.e., that are "
|
|
|
|
|
"*not* separated by an horizontal line), the records can match *any* "
|
|
|
|
|
"condition to be included. However, if you select filters from different "
|
|
|
|
|
"groups, the records have to match *all* condition to be included."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si selecciona filtros preconfigurados del mismo grupo (es decir, que *no* "
|
|
|
|
|
"están separados por una línea horizontal), los registros pueden coincidir "
|
|
|
|
|
"con *cualquier* condición que se incluya. Sin embargo, si selecciona filtros"
|
|
|
|
|
" de diferentes grupos, los registros deben coincidir con *todas* las "
|
|
|
|
|
"condiciones."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:34
|
|
|
|
|
msgid "Custom filters"
|
|
|
|
|
msgstr "Filtros personalizados"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:36
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can create custom filters using most fields present on the model by "
|
|
|
|
|
"clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, "
|
|
|
|
|
"an operator, a value, and clicking :guilabel:`Apply`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede crear filtros personalizados con la mayoría de los campos presentes en"
|
|
|
|
|
" el modelo. Haga clic en :menuselection:`Filtros --> Agregar filtro "
|
|
|
|
|
"personalizado`, seleccione un campo, un operador, un valor y haga clic en "
|
|
|
|
|
":guilabel:`Aplicar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:41
|
|
|
|
|
msgid ""
|
|
|
|
|
"You could *only* include records from a single salesperson on the Sales "
|
|
|
|
|
"Analysis report, for example *Mitchell Admin*, by selecting "
|
|
|
|
|
":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the "
|
|
|
|
|
"operator, and typing `Mitchell Admin` as the value."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Podría incluir registros *únicamente* de un solo vendedor en el reporte de "
|
|
|
|
|
"Análisis de ventas, por ejemplo *Mitchell Admin*, al seleccionar "
|
|
|
|
|
":guilabel:`Vendedor` como campo, :guilabel:`es igual a` como operador, y "
|
|
|
|
|
"escribir `Mitchell Admin` como valor."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
msgid "Using a custom filter on the Sales Analysis report"
|
|
|
|
|
msgstr "Uso de un filtro personalizado en el reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:50
|
|
|
|
|
msgid ""
|
|
|
|
|
"If the records should *only* match one of several conditions, click "
|
|
|
|
|
":guilabel:`Add a condition` before applying a custom filter. If the records "
|
|
|
|
|
"should match *all* conditions, add new custom filters instead."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Si los registros deben coincidir *solo* con una de varias condiciones, haga "
|
|
|
|
|
"clic en :guilabel:`Agregar una condición` antes de aplicar un filtro "
|
|
|
|
|
"personalizado. Si los registros deben coincidir con *todas* las condiciones,"
|
|
|
|
|
" agregue nuevos filtros personalizados."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:57
|
|
|
|
|
msgid "Search for values"
|
|
|
|
|
msgstr "Buscar valores"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:59
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can use the search field to quickly look for specific values and add "
|
|
|
|
|
"them as a filter. Either type the full value you are searching for and "
|
|
|
|
|
"select the desired field, or type a part of the value, click the dropdown "
|
|
|
|
|
"button (:guilabel:`⏵`) before the chosen field, and select the exact value "
|
|
|
|
|
"you are looking for."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede usar el campo de búsqueda para buscar valores específicos con rapidez "
|
|
|
|
|
"y agregarlos como filtro. Escriba el valor a buscar completo y seleccione el"
|
|
|
|
|
" campo deseado, o escriba parte del valor, haga clic en el botón desplegable"
|
|
|
|
|
" (:guilabel:`⏵`) antes del campo elegido y seleccione el valor exacto que "
|
|
|
|
|
"está buscando."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:65
|
|
|
|
|
msgid ""
|
|
|
|
|
"Instead of adding a custom filter to select records where *Mitchell Admin* "
|
|
|
|
|
"is the salesperson on the Sales Analysis report, you could search for "
|
|
|
|
|
"`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search"
|
|
|
|
|
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"En lugar de agregar un filtro personalizado para seleccionar los registros "
|
|
|
|
|
"donde *Mitchell Admin* es el vendedor en el reporte de análisis de ventas, "
|
|
|
|
|
"puede buscar `Mitch`, hacer clic en el botón desplegable (:guilabel:`⏵`) "
|
|
|
|
|
"junto a :guilabel:`Buscar vendedor: Mitch`, y seleccionar "
|
|
|
|
|
":guilabel:`Mitchell Admin`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
msgid "Searching for a specific value on the Sales Analysis report"
|
|
|
|
|
msgstr "Búsqueda de un valor específico en el reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:75
|
|
|
|
|
msgid ""
|
|
|
|
|
"Using the search field is equivalent to using the *contains* operator when "
|
|
|
|
|
"adding a custom filter. If you enter a partial value and directly select the"
|
|
|
|
|
" desired field, *all* records containing the characters you typed for the "
|
|
|
|
|
"selected field will be included."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Usar el campo de búsqueda es equivalente a usar el operador *contiene* al "
|
|
|
|
|
"agregar un filtro personalizado. Si introduce un valor parcial y selecciona "
|
|
|
|
|
"el campo deseado directamente entonces se incluirán *todos* los registros "
|
|
|
|
|
"que contengan los caracteres que escribió para el campo seleccionado."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:82
|
|
|
|
|
msgid "Group records"
|
|
|
|
|
msgstr "Agrupar registros"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:84
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can click :guilabel:`Group By` below the search field to cluster records"
|
|
|
|
|
" together according to one of the **preconfigured groups**."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede hacer clic en :guilabel:`Agrupar por` debajo del campo de búsqueda "
|
|
|
|
|
"para agrupar los registros según uno de los **grupos preconfigurados**."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
"You could group the records by salesperson on the Sales Analysis report by "
|
|
|
|
|
"clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No "
|
|
|
|
|
"records are filtered out."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede agrupar los registros por vendedor en el reporte de análisis de ventas"
|
|
|
|
|
" haciendo clic en :guilabel:`Agrupar` y seleccionando :guilabel:`Vendedor`. "
|
|
|
|
|
"No se filtra ningún registro."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
msgid "Grouping records on the Sales Analysis report"
|
|
|
|
|
msgstr "Agrupar registros en el reporte de análisis de ventas"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:95
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can **customize groups** by using a wide selection of fields present on "
|
|
|
|
|
"the model. To do so, click :menuselection:`Group By --> Add Custom Group`, "
|
|
|
|
|
"select a field, and click :guilabel:`Apply`."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede **personalizar grupos** utilizando una amplia gama de campos presentes"
|
|
|
|
|
" en el modelo. Haga clic en :menuselection:`Agrupar por --> Agregar grupo "
|
|
|
|
|
"personalizado`, seleccione un campo y luego haga clic en "
|
|
|
|
|
":guilabel:`Aplicar`."
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:99
|
|
|
|
|
msgid ""
|
|
|
|
|
"You can use several groups at the same time. The first group you select is "
|
|
|
|
|
"the main cluster, the next one you add further divides the main group's "
|
|
|
|
|
"categories, and so on."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"Puede usar varios grupos al mismo tiempo. El primer grupo que selecciona es "
|
|
|
|
|
"la agrupación principal, el siguiente divide aún más las categorías del "
|
|
|
|
|
"grupo principal, y así sucesivamente."
|