2024-04-07 06:41:11 +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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2025-02-16 07:43:22 +07:00
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# Tony Ng, 2025
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2024-04-07 06:41:11 +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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2024-06-23 06:40:56 +07:00
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"POT-Creation-Date: 2024-06-21 15:46+0000\n"
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2024-04-07 06:41:11 +07:00
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"PO-Revision-Date: 2024-04-04 12:31+0000\n"
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2025-02-16 07:43:22 +07:00
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"Last-Translator: Tony Ng, 2025\n"
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2024-04-07 06:41:11 +07:00
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"Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n"
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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: zh_TW\n"
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"Plural-Forms: nplurals=1; plural=0;\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "活動"
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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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"*活動*是與 Odoo 資料庫中的記錄相關聯的後續任務。可以在資料庫中包含聊天對話串、看板視圖、列表視圖,或應用程式活動視圖的任何頁面上安排活動。"
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#: ../../content/applications/essentials/activities.rst:10
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msgid "Schedule activities"
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msgstr "排期活動"
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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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"建立活動的方法之一,是按任何記錄的*聊天視窗*頂部的 :guilabel:`安排活動`按鈕。在彈出的窗口中,從下拉選單中選擇 "
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":guilabel:`活動類型`。"
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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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"每個應用程式都有一個專用於該應用程序的*活動類型*列表。例如,要查看和編輯 *客戶關係* 應用程式可用的活動,可往 "
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":menuselection:`客戶關係程式 --> 配置 --> 活動類型`。"
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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 "在彈出窗口 :guilabel:`排期活動` 中的 :guilabel:`摘要` 欄位中,輸入活動標題。"
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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 "要將活動分配給不同的用戶,請從 :guilabel:`已分配至` 下拉選單中選擇一個名稱。否則,會自動分配給建立活動的用戶。"
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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 "最後,請在可選的 :guilabel:`記錄備註⋯`欄位中,加入任何額外資料。"
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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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"在彈出的 :guilabel:`排期活動` 窗口中,:guilabel:`截止日期` 欄位會根據所選取的 :guilabel:`活動類型` "
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"的配置設定,自動填充。但是,可透過在 :guilabel:`截止日期` 欄位中,用日曆選擇某一天來更改此日期。"
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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 "最後,按一下以下其中一個按鈕:"
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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 ":guilabel:`排期`:將活動加入 :guilabel:`已規劃活動` 下的聊天視窗中。"
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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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2025-02-21 01:11:19 +07:00
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msgstr ""
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":guilabel:`標記為完成`:將活動的詳細資料加入至聊天視窗的 :guilabel:`今天` 部份。活動不會安排至預定日期,而是自動標記為已完成。"
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2024-04-07 06:41:11 +07:00
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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 ":guilabel:`完成並安排下一活動`:將任務新增至 :guilabel:`今天` 之下及標記為已完成,並開啟一個新的活動視窗。"
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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 ":guilabel:`捨棄`:捨棄在彈出視窗內所做的任何變更。"
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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 "檢視客戶關係潛在客戶,並為活動排期的選項。"
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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 "根據活動類型,:guilabel:`排期`按鈕可能會被:guilabel:`儲存`或:guilabel:`開啟日曆`按鈕取代。"
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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 "已規劃的活動將會加入聊天視窗中,放在 :guilabel:`已規劃活動`之下。"
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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 "也可以從應用程式的看板、清單或活動視圖,去安排活動。"
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#: ../../content/applications/essentials/activities.rst:59
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msgid "Kanban view"
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msgstr "看板檢視畫面"
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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 "選擇要安排活動的記錄。按一下 :guilabel:`🕘(時鐘)` 圖示,然後按 :guilabel:`安排活動`,然後填寫彈出的表格。"
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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 "客戶關係管道的看板視圖,以及安排活動的選項。"
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr "列表顯示"
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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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"選擇要安排活動的記錄。按一下 :guilabel:`🕘(時鐘)` 圖示,然後按 :guilabel:`安排活動`。如果記錄已安排活動,時鐘可能會顯示為 "
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":guilabel:`📞(電話)` 或:guilabel:`✉️(信封)` 圖示。"
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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 "客戶關係管道的列表視圖,以及安排活動的選項。"
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#: ../../content/applications/essentials/activities.rst:76
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msgid "Activity view"
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msgstr "活動檢視畫面"
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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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"要開啟應用程式的活動視圖,請從資料庫任何位置的選單列中,選擇 "
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":guilabel:`🕘(時鐘)`圖示。從下拉選單選擇任何應用程式,然後按一下所需應用程式的 :guilabel:`🕘(時鐘)` 圖示。"
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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 "活動下拉選單,焦點在於在何處開啟客戶關係的活動視圖。"
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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 "選擇要安排活動的記錄。在行中尋找所需的活動類型,然後按一下 :guilabel:`+(加號)`。"
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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 "客戶關係管道的活動視圖,以及安排活動的選項。"
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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 "活動顏色及它與活動到期日的關係,在整個 Odoo 平台內都是一致,與活動類型或視圖無關。"
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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 "顯示為**綠色**的活動,表示截止日期在今日之後。"
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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 "**黃色**表示活動的截止日期是今天。"
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#: ../../content/applications/essentials/activities.rst:97
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msgid ""
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"**Red** indicates that the activity is overdue and the due date has passed."
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msgstr "**紅色**表示活動已逾期,截止日期已過。"
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#: ../../content/applications/essentials/activities.rst:99
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msgid ""
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"For example, if an activity is created for a phone call, and the due date "
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"passes, the activity appears with a red phone in list view, and a red clock "
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"on the kanban view."
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msgstr "例如,如果建立了一個通話活動,而截止日期已過,則該活動在列表視圖中會顯示為紅色的電話,在看板視圖中顯示為紅色的時鐘。"
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#: ../../content/applications/essentials/activities.rst:103
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msgid "View scheduled activities"
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msgstr "檢視已排期活動"
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#: ../../content/applications/essentials/activities.rst:105
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msgid ""
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"To view scheduled activities, open either the :menuselection:`Sales app` or "
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":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
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"to the far-right side of the other view options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
"要查看已規劃活動,請開啟 :menuselection:`銷售應用程式` 或 "
|
|
|
|
|
":menuselection:`客戶關係應用程式`,然後按一下其他視圖選項最右側的 :guilabel:`🕘(時鐘)` 圖示。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"這樣做會開啟活動選單,預設情況下會顯示用戶的所有已規劃活動。要顯示每個用戶的所有活動,請在 :guilabel:`搜尋⋯` 列移除 "
|
|
|
|
|
":guilabel:`我的管道` 篩選器。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"若要按照建立應用程式及截止日期查看活動綜合列表,請按一下頁首選單的 :guilabel:`🕘(時鐘)` 圖示,在下拉選單中查看該應用程式的活動。"
|
|
|
|
|
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|
|
|
|
#: ../../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 ""
|
|
|
|
|
"按一下頁首選單上的 :guilabel:` 🕘(時鐘)` 圖示後,下拉式選單底部將顯示 :guilabel:`新增備註`及 "
|
|
|
|
|
":guilabel:`索取文件`選項。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "View of CRM leads page emphasizing the activities menu."
|
|
|
|
|
msgstr "強調活動選單的客戶關係潛在客戶頁面視圖。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:123
|
|
|
|
|
msgid "Configure activity types"
|
|
|
|
|
msgstr "配置活動類型"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "要配置資料庫中的活動類型,請前往 :menuselection:`設定應用程式 --> 聊天 --> 活動 --> 活動類型`。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "View of the settings page emphasizing the menu activity types."
|
|
|
|
|
msgstr "強調選單活動類型的設定頁面視圖。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:131
|
|
|
|
|
msgid ""
|
|
|
|
|
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
|
|
|
|
|
"activity types are found."
|
|
|
|
|
msgstr "之後會顯示 :guilabel:`活動類型` 頁面,可找到現有的活動類型。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"要編輯現有活動類型,請從列表中選取該類型,然後按一下 :guilabel:`編輯`。要建立新的活動類型,請按 :guilabel:`建立`。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "在空白的活動類型表單的頂部,首先為新活動類型選擇一個 :guilabel:`名稱`。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "New activity type form."
|
|
|
|
|
msgstr "新活動類型表單。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:143
|
|
|
|
|
msgid "Activity settings"
|
|
|
|
|
msgstr "活動設定"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:146
|
|
|
|
|
msgid "Action"
|
|
|
|
|
msgstr "動作"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "*動作* 欄位指定了活動的意圖。有些操作會在活動獲規劃之後,觸發特定行為。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "如果選擇:guilabel:`上載文件`,會在聊天視窗中的已規劃活動中,直接加入上載文件的連結。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "如果選擇了 :guilabel:`電話通話` 或 :guilabel:`會議`,使用者便可選擇開啟日曆,為該活動安排時間。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "如果選擇 :guilabel:`請求簽名`,會在聊天視窗中的已規劃活動加入連結,該連結會彈出簽名請求視窗。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "不同活動類型可供選擇的操作會有不同,具體取決於資料庫中已安裝的應用程式。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:163
|
|
|
|
|
msgid "Default user"
|
|
|
|
|
msgstr "預設使用者"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"要在規劃此活動類型時將活動自動分配給特定用戶,請從 :guilabel:`預設使用者` "
|
|
|
|
|
"下拉選單選擇一個名稱。如果留空欄位,活動將分配給建立活動的使用者。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:170
|
|
|
|
|
msgid "Default summary"
|
|
|
|
|
msgstr "預設摘要"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "要在建立此活動類型時包括備註,請在 :guilabel:`預設摘要` 欄位中輸入備註。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"建立活動時,會包括 :guilabel:`預設使用者` 及 :guilabel:`預設摘要` 欄位中的資料。不過,可在規劃或儲存活動之前修改。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:181
|
|
|
|
|
msgid "Next activity"
|
|
|
|
|
msgstr "下一活動"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "要在活動標記為完成後自動建議或觸發新活動,必須設定 :guilabel:`連鎖類型`。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:187
|
|
|
|
|
msgid "Suggest next activity"
|
|
|
|
|
msgstr "建議下一活動"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"在 :guilabel:`連結類型` 欄位,選擇 :guilabel:`建議下一活動`。執行此操作後,下方的欄位將會變成 "
|
|
|
|
|
":guilabel:`建議`。按一下 :guilabel:`建議`欄位下拉式選單,選擇想建議作為此活動類型後續任務的任何活動。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"在 :guilabel:`排期` 欄位,為這些活動選擇預設期限。配置所需的 :guilabel:`天` 數、 :guilabel:`週` 數,或幾多個 "
|
|
|
|
|
":guilabel:`月`。然後,決定它應該發生在 :guilabel:`完成日期之後`,還是在 :guilabel:`上一活動期限之後`。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "安排活動前,可更改此 :guilabel:`排期` 欄位的資訊。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:200
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:227
|
|
|
|
|
msgid "When all configurations are complete, click :guilabel:`Save`."
|
|
|
|
|
msgstr "完成所有配置後,按一下 :guilabel:`儲存`。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid "Schedule activity popup with emphasis on recommended activities."
|
|
|
|
|
msgstr "活動安排彈出視窗,重點在建議的活動。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"如果活動的 :guilabel:`連鎖類型` 設為 :guilabel:`建議下一活動`,並有在 :guilabel:`建議` "
|
|
|
|
|
"欄位中列出活動,便會向使用者顯示後續步驟的活動建議。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:211
|
|
|
|
|
msgid "Trigger next activity"
|
|
|
|
|
msgstr "觸發下一活動"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "將 :guilabel:`連鎖類型` 設為 :guilabel:`觸發下一活動`,在活動完成時,會立即啟動下一個活動。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"如果在 :guilabel:`連鎖類型` 欄位中選擇 :guilabel:`觸發下一活動`,下方的欄位會變成 :guilabel:`觸發器`。從 "
|
|
|
|
|
":guilabel:`觸發器` 欄位下拉式選單中,選擇該活動完成後要啟動的活動。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"Schedule new activity popup with emphasis on Done and launch next button."
|
|
|
|
|
msgstr "安排新活動彈出視窗,重點在「完成並啟始下一步」按鈕。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"當活動的 :guilabel:`連鎖類型` 設為 :guilabel:`觸發下一活動` 時,將該活動標記為 `完成` 會立即啟動 "
|
|
|
|
|
":guilabel:`觸發器` 欄位列出的下一個活動。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:238
|
|
|
|
|
msgid ":doc:`/applications/productivity/discuss`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:239
|
|
|
|
|
msgid ":doc:`/applications/productivity/discuss/team_communication`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-06-23 06:40:56 +07:00
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:3
|
|
|
|
|
msgid "Contacts"
|
|
|
|
|
msgstr "聯絡人"
|
|
|
|
|
|
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#: ../../content/applications/essentials/contacts.rst:5
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msgid ""
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"The *Contacts* application comes installed on all Odoo databases. Contacts "
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"are created for customers the company does business with through Odoo. A "
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"contact is a repository of vital business information, facilitating "
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"communication and business transactions."
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msgstr ""
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#: ../../content/applications/essentials/contacts.rst:10
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msgid "Contact form"
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2025-02-21 01:11:19 +07:00
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msgstr "聯絡人表單"
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2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:12
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msgid ""
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"To create a new contact, navigate to the :menuselection:`Contacts app`, and "
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"click :guilabel:`Create`. A new form appears where various contact "
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"information can be added."
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msgstr ""
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2025-02-21 01:11:19 +07:00
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"要建立新的聯絡人,請前往 :menuselection:`聯絡人應用程式`,然後按一下 "
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":guilabel:`建立`。系統會顯示一張新的表單,讓你可加入各種聯絡資訊。"
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2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:16
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msgid "Contact type"
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2025-02-21 01:11:19 +07:00
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msgstr "聯絡人類型"
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2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:18
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msgid ""
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"Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` "
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"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, "
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"depending on the type of contact that is being added."
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msgstr ""
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2025-02-21 01:11:19 +07:00
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"Odoo 可處理 :guilabel:`個人` 及 :guilabel:`公司` 聯絡人。視乎你要新增的聯絡人類型,選擇 :guilabel:`個人` "
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"或 :guilabel:`公司`。"
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2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:22
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msgid "Name"
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msgstr "名稱"
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#: ../../content/applications/essentials/contacts.rst:24
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msgid ""
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"First, fill in the name of the :guilabel:`Individual` or "
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":guilabel:`Company`. This is how the name appears throughout the database. "
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"This field is **mandatory**."
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msgstr ""
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2025-02-21 01:11:19 +07:00
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"首先,填寫 :guilabel:`個人` 或 :guilabel:`公司` 的名稱。此名稱會在整個資料庫中用作顯示該聯絡人。此欄位是 **必填** "
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"欄位。"
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2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:28
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msgid ""
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":guilabel:`Individual` contacts can have a :guilabel:`Company` contact "
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"linked to it. After selecting :guilabel:`Individual`, a new "
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":guilabel:`Company Name...` field appears below the first name field."
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msgstr ""
|
2025-02-21 01:11:19 +07:00
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":guilabel:`個人` 聯絡人可以有一個與之連結的 :guilabel:`公司` 聯絡人。選擇 :guilabel:`個人` "
|
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"後,名字欄位下方會顯示 :guilabel:`公司名稱⋯` 欄位。"
|
2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:33
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msgid "Address"
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msgstr "地址"
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#: ../../content/applications/essentials/contacts.rst:35
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msgid ""
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"Next, enter the :guilabel:`Address` of the :guilabel:`Company` or "
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":guilabel:`Individual`."
|
2025-02-21 01:11:19 +07:00
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msgstr "之後,輸入 :guilabel:`公司` 或 :guilabel:`個人` 的 :guilabel:`地址`。"
|
2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:38
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msgid ""
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"If the :guilabel:`Individual` option is chosen, then the *type of address* "
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"can be chosen from a drop-down menu. Options for this drop-down menu "
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"include: :guilabel:`Contact`, :guilabel:`Invoice Address`, "
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":guilabel:`Delivery Address`, :guilabel:`Other Address`, and "
|
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":guilabel:`Private Address`."
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msgstr ""
|
2025-02-21 01:11:19 +07:00
|
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|
"若選擇 :guilabel:`個人` 選項,可從下拉式選單中選擇 **地址類型** 。下拉式選單的選項包括: :guilabel:`聯絡` 、 "
|
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":guilabel:`發票地址` 、 :guilabel:`送貨地址` 、 :guilabel:`其他地址` 及 :guilabel:`私人地址`。"
|
2024-06-23 06:40:56 +07:00
|
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#: ../../content/applications/essentials/contacts.rst:44
|
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msgid "Additional fields"
|
2025-02-21 01:11:19 +07:00
|
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msgstr "額外欄位"
|
2024-06-23 06:40:56 +07:00
|
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#: ../../content/applications/essentials/contacts.rst:46
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msgid ""
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"Additional details are included on the initial form. The following fields "
|
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|
|
"are available:"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "初始輸入表單中,也有其他詳細資訊。可用的欄位包括:"
|
2024-06-23 06:40:56 +07:00
|
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#: ../../content/applications/essentials/contacts.rst:48
|
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msgid ":guilabel:`VAT`: Value Added Tax number."
|
2025-02-21 01:11:19 +07:00
|
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msgstr ":guilabel:`增值稅`:增值稅號碼、報稅或稅務編號。"
|
2024-06-23 06:40:56 +07:00
|
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#: ../../content/applications/essentials/contacts.rst:49
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msgid ""
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|
":guilabel:`Citizen Identification`: citizen or government identification "
|
|
|
|
|
"number (only available on :guilabel:`Individual`)."
|
2025-02-21 01:11:19 +07:00
|
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msgstr ":guilabel:`公民身份證明`:公民或政府身份證明文件號碼(只適用於 :guilabel:`個人`)。"
|
2024-06-23 06:40:56 +07:00
|
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|
#: ../../content/applications/essentials/contacts.rst:51
|
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msgid ""
|
|
|
|
|
":guilabel:`Job Position`: list the job position of the "
|
|
|
|
|
":guilabel:`Individual` (only available on :guilabel:`Individual`)."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":guilabel:`職位`:該 :guilabel:`個人` 的職位名稱(只適用於 :guilabel:`個人`)。"
|
2024-06-23 06:40:56 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:53
|
|
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|
|
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."
|
|
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|
msgstr ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
":guilabel:`電話`:電話號碼連國家代碼/區號。表單資料儲存後,可將滑鼠停放在此欄位上,然後按一下相應的選項,即可撥打通話、發送 SMS 短訊或"
|
|
|
|
|
" WhatsApp 訊息。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
":guilabel:`手機`:流動電話號碼連國家代碼/區號。表單資料儲存後,可將滑鼠停放在此欄位上,然後按一下相應的選項,即可撥打通話、發送 SMS "
|
|
|
|
|
"短訊或 WhatsApp 訊息。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:57
|
|
|
|
|
msgid ":guilabel:`Email`: enter the email address with the domain."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":guilabel:`電郵`:輸入有網域名稱的完整電郵地址。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:58
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Website`: enter the full website address, starting with `http` or"
|
|
|
|
|
" `https`."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":guilabel:`網站`:輸入完整網站位址,網址須以 `http` 或 `https` 起首。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
":guilabel:`尊稱`:選擇 "
|
|
|
|
|
":guilabel:`博士/醫生`、:guilabel:`女士`、:guilabel:`小姐`、:guilabel:`先生`、:guilabel:`教授`,或直接在此欄位建立一個新的尊稱。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
":guilabel:`標籤`:可在欄位中輸入名稱,或從下拉式選單中直接選擇,以選取預先配置的標籤。若要建立新標籤,可在欄位中輸入新標籤的名稱,然後在顯示的下拉式選單中,按一下"
|
|
|
|
|
" :guilabel:`建立`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:66
|
|
|
|
|
msgid "Contacts & Addresses tab"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "聯絡人及地址分頁"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"聯絡人表單的底部,有幾個分頁。在 :guilabel:`聯絡人及地址` 分頁上,可加入與 :guilabel:`公司` "
|
|
|
|
|
"及相關地址有關聯的聯絡人。例如,可在此處為該公司設定指定聯絡人。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"不論 :guilabel:`個人` 或 :guilabel:`公司` 聯絡人,都可加入多個不同地址。要執行此操作,在 "
|
|
|
|
|
":guilabel:`聯絡人及地址` 分頁中按一下 :guilabel:`新增`。系統會顯示一張 :guilabel:`建立聯絡人` "
|
|
|
|
|
"彈出表單,你可在該處設定其他地址。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst-1
|
|
|
|
|
msgid "Add a contact/address to the contact form."
|
2024-07-09 03:11:52 +07:00
|
|
|
|
msgstr "在聯絡人表單中新增聯絡人/地址。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"在 :guilabel:`建立聯絡人` 彈出表單上,首先按一下頂部的預設 :guilabel:`其他地址` "
|
|
|
|
|
"欄位,系統會顯示下拉式功能表,提供與地址相關的選項。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:83
|
|
|
|
|
msgid "Select any of the following options:"
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr "請選擇以下其中一個選項:"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:85
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Contact`: adds another contact to the existing contact form."
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr ":guilabel:`聯絡人`:將另一名聯絡人加入目前的聯絡人表單中。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:86
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
|
|
|
|
" contact form."
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr ":guilabel:`發票地址`:將指定發票地址加入目前的聯絡人表單中。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:87
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
|
|
|
|
"existing contact form."
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr ":guilabel:`送貨地址`:將指定送貨地址加入目前的聯絡人表單中。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:88
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
|
|
|
|
" form."
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr ":guilabel:`其他地址`:在目前的聯絡人表單中,加入一個備用地址。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:89
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Private Address`: adds a private address to the existing contact "
|
|
|
|
|
"form."
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr ":guilabel:`私人地址`:在目前的聯絡人表單中,加入一個私人地址。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
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|
|
#: ../../content/applications/essentials/contacts.rst-1
|
|
|
|
|
msgid "Create a new contact/address on a contact form."
|
2024-07-13 09:41:59 +07:00
|
|
|
|
msgstr "在聯絡人表單中,建立新的聯絡人/地址。"
|
2024-06-23 06:40:56 +07:00
|
|
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|
|
#: ../../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."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "選取了選項後,請按照指定的地址類型,輸入相應的聯絡資訊。"
|
2024-06-23 06:40:56 +07:00
|
|
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|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"在下方,加入 :guilabel:`聯絡人姓名` 、 :guilabel:`地址` 、 :guilabel:`電郵` 以及 :guilabel:`電話`"
|
|
|
|
|
" 及/或 :guilabel:`手機` 號碼。"
|
2024-06-23 06:40:56 +07:00
|
|
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|
|
|
#: ../../content/applications/essentials/contacts.rst:101
|
|
|
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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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"設定 :guilabel:`工作職位`。若選擇了 :guilabel:`聯絡` 地址類型,此職位資料便會顯示,做法類似 :guilabel:`個人` "
|
|
|
|
|
"聯絡人。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:104
|
|
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|
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."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "若要加入備註,請按一下 :guilabel:`備註` 旁邊的文字欄位,然後輸入適用於客戶或聯絡人的任何附註。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"之後,按一下 :guilabel:`儲存並關閉` 以儲存地址,並關閉 :guilabel:`建立聯絡人` 視窗。或者,按一下 "
|
|
|
|
|
":guilabel:`儲存並新增` 儲存地址,並立即開始輸入另一項地址記錄。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:111
|
|
|
|
|
msgid "Sales & Purchase tab"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "銷售及採購分頁"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"之後是 :guilabel:`銷售及採購` 分頁。只有在安裝了 **銷售** 、 **採購** 或 **POS** "
|
|
|
|
|
"(銷售點管理)應用程式時,才會顯示此分頁。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"你可在 :guilabel:`銷售及採購` 分頁中,設定 :guilabel:`財務規則`。點選下拉式選單,即可選擇 :guilabel:`財務規則`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:120
|
|
|
|
|
msgid "Sales section"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "銷售部份"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"你可在 :guilabel:`銷售` 標題下,為聯絡人指派特定的 :guilabel:`銷售人員`。要執行此操作,請按一下 "
|
|
|
|
|
":guilabel:`銷售人員` 下拉式欄位,然後選擇一名所需的銷售員。你亦可輸入使用者姓名,並點選適當的選項,以建立新的 "
|
|
|
|
|
":guilabel:`銷售人員`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"如有需要,你也可以為聯絡人設定指定 :guilabel:`付款條件` 或指定 :guilabel:`價目表`。你可按一下 "
|
|
|
|
|
":guilabel:`付款條件` 旁邊的下拉式選單,將其變為其中一項已預先選擇的 :guilabel:`付款條件`,或 :guilabel:`建立` "
|
|
|
|
|
"一項新的付款條件。點選 :guilabel:`價目表` 下拉式選單,以選擇適當的 :guilabel:`價目表`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:131
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click into the :guilabel:`Delivery Method` field to select an option from "
|
|
|
|
|
"the drop-down menu."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "點選 :guilabel:`送貨方式` 欄位,以從下拉式選單中選擇適當選項。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:134
|
|
|
|
|
msgid "Point Of Sale section"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "POS 銷售點部份"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"在 :guilabel:`銷售點` 標題下,輸入可用作識別聯絡人的 :guilabel:`條碼`。利用 :guilabel:`會員積分` "
|
|
|
|
|
"欄位,可追蹤使用者在 **會員/忠誠度計劃** 已賺取的積分。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:141
|
|
|
|
|
msgid "Purchase section"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "採購部份"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"可在此處指定 :guilabel:`付款條款`、:guilabel:`1099 表格方格` 資料,以及偏好的 "
|
|
|
|
|
":guilabel:`付款方式`。此處也可設定 :guilabel:`收貨提醒`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:147
|
|
|
|
|
msgid "Misc section"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "雜項部份"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"在 :guilabel:`雜項` 標題下,你可使用 :guilabel:`參考` "
|
|
|
|
|
"欄位,為此聯絡人加入任何額外資訊。若想將此聯絡人設為只可由多公司資料庫的公司存取,請從 :guilabel:`公司` 欄位的下拉式清單中選擇。使用 "
|
|
|
|
|
":guilabel:`網站` 下拉式選單,可將此聯絡人限制至指定的網站發佈(若資料庫有多個網站)。選擇一個或多個 "
|
|
|
|
|
":guilabel:`網站標籤`,以協助篩選已在網站的 `/customers` (客戶)頁面發佈的客戶。你亦可從下拉式選單中,為該聯絡人選擇一個 "
|
|
|
|
|
":guilabel:`行業`。使用 :guilabel:`SLA 政策` 欄位,可為此聯絡人指定適用的 **幫助台** 服務水平協議(SLA)政策。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:159
|
|
|
|
|
msgid "Accounting tab"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "會計分頁"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"安裝 **會計** 應用程式後,系統會顯示 :guilabel:`會計` 分頁。在該處,使用者可加入任何相關的 "
|
|
|
|
|
":guilabel:`銀行賬戶`,或設定預設的 :guilabel:`會計記項`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "如有需要,可在 :guilabel:`雜項` 標題下的 :guilabel:`LEI` 欄位,輸入適用的法律實體識別碼(LEI)。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:168
|
|
|
|
|
msgid "Internal Notes tab"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "內部備註分頁"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "在 :guilabel:`會計` 分頁之後,是 :guilabel:`內部備註` 分頁,可用作為此聯絡表單留下備註,如前述的聯絡表單一樣。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:174
|
|
|
|
|
msgid "Partner Assignment tab"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "合作夥伴指派分頁"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:182
|
|
|
|
|
msgid "Membership tab"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "會員分頁"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:184
|
|
|
|
|
msgid ""
|
|
|
|
|
"Finally, there is the :guilabel:`Membership` tab, which can help users "
|
|
|
|
|
"manage any memberships that are being offered to this specific contact. It "
|
|
|
|
|
"should be noted that this tab only appears when the *Members* applications "
|
|
|
|
|
"is installed."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:189
|
|
|
|
|
msgid "Smart buttons"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "智能按鈕"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:191
|
|
|
|
|
msgid ""
|
|
|
|
|
"At the top of the contact form, there are some additional options available,"
|
|
|
|
|
" known as *smart buttons*."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "在聯絡人表單的頂部,有一些可用的其他附加選項,稱為 **智能按鈕** 。"
|
2024-06-23 06:40:56 +07:00
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#: ../../content/applications/essentials/contacts.rst:194
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msgid ""
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|
|
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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."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "在該處,Odoo 會顯示與該聯絡人相關、在其他應用程式建立的各類記錄。Odoo 能夠整合所有應用程式的資訊,因此會有很多智能按鈕。"
|
2024-06-23 06:40:56 +07:00
|
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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 ""
|
2025-02-21 01:11:19 +07:00
|
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|
"例如,該處有一個 :guilabel:`機會` 智能按鈕,你可透過此按鈕,存取與該客戶相關、在 **客戶關係** 應用程式中建立的所有銷售機會。"
|
2024-06-23 06:40:56 +07:00
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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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|
|
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" appear automatically on a contact form."
|
2025-02-21 01:11:19 +07:00
|
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msgstr "若資料庫有安裝其他相應的應用程式,相關的智能按鈕會自動在聯絡人表單上顯示。"
|
2024-06-23 06:40:56 +07:00
|
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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 "
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":guilabel:`More` smart button reveals additional options, via a drop-down "
|
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|
|
"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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"使用者可以查看任何 "
|
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|
|
|
":guilabel:`會議`、:guilabel:`銷售`、:guilabel:`銷售點訂單`、:guilabel:`訂閱`,以及專案項目的 "
|
|
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|
":guilabel:`任務`,而「 :guilabel:`更多` 」智能按鈕會透過下拉式選單,顯示其他選項。使用者甚至可以快速存取與目前聯絡人相關的 "
|
|
|
|
|
":guilabel:`採購`、:guilabel:`幫助台` 任務、送貨的 :guilabel:`準時率`、:guilabel:`已開立發票` "
|
|
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|
|
"項目的資料、:guilabel:`供應商賬單` 以及 :guilabel:`合作夥伴分類賬`。"
|
2024-06-23 06:40:56 +07:00
|
|
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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."
|
2025-02-21 01:11:19 +07:00
|
|
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|
msgstr "若有任何與此聯絡人相關的未完成/已存檔事項,例如送貨、文件、會員卡、直接扣賬等,也會連結至相關智能按鈕,情況類似上文所述。"
|
2024-06-23 06:40:56 +07:00
|
|
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|
|
#: ../../content/applications/essentials/contacts.rst:214
|
|
|
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|
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."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "若聯絡人是合作夥伴,使用者可按下 :guilabel:`前往網站` 智能按鈕,在運用 Odoo 製作的網站上,瀏覽該合作夥伴的頁面。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:218
|
|
|
|
|
msgid "Archive contacts"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "封存聯絡人"
|
2024-06-23 06:40:56 +07:00
|
|
|
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|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"若使用者決定不再保持該聯絡人在生效狀態,可將記錄封存。要執行此操作,請前往聯絡人表單頂部的 :icon:`fa-cog` :guilabel:`操作` "
|
|
|
|
|
"選單,然後按一下 :guilabel:`封存`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:224
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-"
|
|
|
|
|
"up window."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "之後,在顯示的 :guilabel:`確認` 彈出視窗中,按下 :guilabel:`確定`。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"聯絡人記錄成功封存後,會如頂部的橫幅所示,不會再在聯絡人主頁面中顯示。不過,已封存的記錄仍可透過 :guilabel:`已封存` 篩選器搜尋。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"若使用者需要再次使用該聯絡人,可將之 **取消封存** 。要執行此操作,只需在已封存的聯絡人表單的頂部,再按一下 :icon:`fa-cog` "
|
|
|
|
|
":guilabel:`操作` 選單,然後按 :guilabel:`取消封存`。完成此操作後,:guilabel:`已封存` "
|
|
|
|
|
"橫幅會被移除,並將聯絡人恢復至生效狀態。"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:236
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Add different addresses in CRM "
|
|
|
|
|
"<../sales/sales/send_quotations/different_addresses>`"
|
|
|
|
|
msgstr ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
":doc:`在客戶關係應用程式中加入不同地址 <../sales/sales/send_quotations/different_addresses>`"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/contacts.rst:237
|
|
|
|
|
msgid ""
|
|
|
|
|
"`Odoo's eLearning Contacts tutorial "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
|
|
|
|
|
msgstr ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
"`Odoo 線上學習 - 聯絡人教學 "
|
|
|
|
|
"<https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_"
|
2024-06-23 06:40:56 +07:00
|
|
|
|
|
2024-04-07 06:41:11 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:3
|
|
|
|
|
msgid "Export and import data"
|
|
|
|
|
msgstr "匯出和匯入數據"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:16
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "Export data from Odoo"
|
|
|
|
|
msgstr "從 Odoo 匯出數據"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:18
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:22
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgid "View of the different things to enable/click to export data."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:31
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over "
|
|
|
|
|
"window appears, with several options for the data to export:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgid "Overview of options to consider when exporting data in Odoo.."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:38
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:42
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:45
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:49
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The :guilabel:`+ (plus sign)` icon button is present to add fields to the "
|
|
|
|
|
":guilabel:`Fields to export` list."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:54
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
|
|
|
|
|
":guilabel:`🗑️ (trash can)` icon to remove the field."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:56
|
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:62
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|
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|
|
msgid ""
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|
|
|
|
"It is helpful to know the field's external identifier. For example, "
|
|
|
|
|
":guilabel:`Related Company` in the export user interface is equal to "
|
|
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|
|
"*parent_id* (external identifier). This is helpful because then, the only "
|
|
|
|
|
"data exported is what should be modified and re-imported."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:69
|
2024-04-07 06:41:11 +07:00
|
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|
msgid "Import data into Odoo"
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msgstr "匯入數據至 Odoo"
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:71
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Importing data into Odoo is extremely helpful during implementation, or in "
|
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|
|
|
"times where data needs to be updated in bulk. The following documentation "
|
|
|
|
|
"covers how to import data into an Odoo database."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:75
|
2024-04-07 06:41:11 +07:00
|
|
|
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Imports are permanent and **cannot** be undone. However, it is possible to "
|
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|
|
"use filters (`created on` or `last modified`) to identify records changed or"
|
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|
|
|
" created by the import."
|
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msgstr ""
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:79
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Activating :ref:`developer mode <developer-mode>` changes the visible import"
|
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|
|
|
" settings in the left menu. Doing so reveals an :menuselection:`Advanced` "
|
|
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|
|
"menu. Included in this advanced menu are two options: :guilabel:`Track "
|
|
|
|
|
"history during import` and :guilabel:`Allow matching with subfields`."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Advanced import options when developer mode is activated."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:87
|
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:94
|
|
|
|
|
msgid "Get started"
|
|
|
|
|
msgstr "開始"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:96
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:100
|
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Open the view of the object to which the data should be imported/populated, "
|
|
|
|
|
"and click on :menuselection:`⭐ Favorites --> Import records`."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Favorites menu revealed with the import records option highlighted."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:107
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:113
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:0
|
|
|
|
|
msgid "Formatting options presented when a CVS file is imported in Odoo."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:121
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:126
|
|
|
|
|
msgid "Adapt a template"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:128
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:132
|
|
|
|
|
msgid "Once the template is downloaded, proceed to follow these steps:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:134
|
|
|
|
|
msgid "Add, remove, and sort columns to best fit the data structure."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:135
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"It is strongly advised to **not** remove the :guilabel:`External ID` (ID) "
|
|
|
|
|
"column (see why in the next section)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:137
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Set a unique ID to every record by dragging down the ID sequencing in the "
|
|
|
|
|
":guilabel:`External ID` (ID) column."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"An animation of the mouse dragging down the ID column, so each record has a "
|
|
|
|
|
"unique ID."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Drop-down menu expanded in the initial import screen on Odoo."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:153
|
|
|
|
|
msgid ""
|
|
|
|
|
"Then, use this field's label in the import file to ensure future imports are"
|
|
|
|
|
" successful."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:156
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:161
|
|
|
|
|
msgid "Import from another application"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "從另一應用程式匯入"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:163
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The :guilabel:`External ID` (ID) is a unique identifier for the line item. "
|
|
|
|
|
"Feel free to use one from previous software to facilitate the transition to "
|
|
|
|
|
"Odoo."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:166
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:168
|
|
|
|
|
msgid ""
|
|
|
|
|
"Update imports: import the same file several times without creating "
|
|
|
|
|
"duplicates."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:169
|
|
|
|
|
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":ref:`匯入關係欄位 <export_import_data/relation-fields>`。"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:171
|
|
|
|
|
msgid ""
|
|
|
|
|
"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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:184
|
|
|
|
|
msgid "Field missing to map column"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
msgid "Searching for the field to match the tax column."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:203
|
|
|
|
|
msgid "Change data import format"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "更改資料匯入格式"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:212
|
|
|
|
|
msgid ""
|
|
|
|
|
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
|
|
|
|
|
":guilabel:`Formatting` options."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:231
|
|
|
|
|
msgid "Import numbers with currency signs"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "匯入數字連貨幣符號"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:243
|
|
|
|
|
msgid ""
|
|
|
|
|
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:245
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "32.000,00"
|
|
|
|
|
msgstr "32.000,00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:246
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "32000,00"
|
|
|
|
|
msgstr "32000,00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:247
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "32,000.00"
|
|
|
|
|
msgstr "32,000.00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:248
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "-32000.00"
|
|
|
|
|
msgstr "-32000.00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:249
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "(32000.00)"
|
|
|
|
|
msgstr "(32000.00)"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:250
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "$ 32.000,00"
|
|
|
|
|
msgstr "$ 32.000,00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:251
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "(32000.00 €)"
|
|
|
|
|
msgstr "(32000.00 €)"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:253
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "Example that will not work:"
|
|
|
|
|
msgstr "不支援的例子:"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:255
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "ABC 32.000,00"
|
|
|
|
|
msgstr "ABC 32.000,00"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:256
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid "$ (32.000,00)"
|
|
|
|
|
msgstr "$ (32.000,00)"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:259
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:264
|
|
|
|
|
msgid "Import preview table not displayed correctly"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:266
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:272
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:280
|
|
|
|
|
msgid "Change CSV file format in spreadsheet application"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:282
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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`)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:288
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Microsoft Excel can modify the encoding when saving (:menuselection:`'Save "
|
|
|
|
|
"As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:292
|
|
|
|
|
msgid "Difference between Database ID and External ID"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:294
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"Some fields define a relationship with another object. For example, the "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:299
|
|
|
|
|
msgid "**Only one** mechanism should be used per field that is imported."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:301
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"For example, to reference the country of a contact, Odoo proposes three "
|
2024-04-07 06:41:11 +07:00
|
|
|
|
"different fields to import:"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:303
|
|
|
|
|
msgid ":guilabel:`Country`: the name or code of the country"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:304
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by"
|
|
|
|
|
" the ID PostgreSQL column"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:306
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Country/External ID`: the ID of this record referenced in another"
|
|
|
|
|
" application (or the `.XML` file that imported it)"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:311
|
|
|
|
|
msgid ":guilabel:`Country`: `Belgium`"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":guilabel:`國家/地區`:`比利時`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:312
|
|
|
|
|
msgid ":guilabel:`Country/Database ID`: `21`"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":guilabel:`國家或地區/資料庫識別碼`:`21`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:313
|
|
|
|
|
msgid ":guilabel:`Country/External ID`: `base.be`"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr ":guilabel:`國家或地區/外部識別碼`:`base.be`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:315
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:318
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Use :guilabel:`Country`: this is the easiest way when data comes from "
|
|
|
|
|
":abbr:`CSV (Comma-separated Values)` files that have been created manually."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:320
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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)"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:323
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Use :guilabel:`Country/External ID`: use *External ID* when importing data "
|
|
|
|
|
"from a third-party application."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:326
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
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|
|
#: ../../content/applications/essentials/export_import_data.rst:331
|
2024-04-07 06:41:11 +07:00
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|
msgid ""
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|
":download:`CSV file for categories "
|
2024-05-05 06:41:18 +07:00
|
|
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|
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
|
2024-04-07 06:41:11 +07:00
|
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msgstr ""
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|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:333
|
2024-04-07 06:41:11 +07:00
|
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msgid ""
|
|
|
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|
":download:`CSV file for Products "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/External_id_3rd_party_application_products.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
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msgstr ""
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|
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|
2024-05-05 06:41:18 +07:00
|
|
|
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#: ../../content/applications/essentials/export_import_data.rst:339
|
|
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|
msgid "Import relation fields"
|
2025-02-21 01:11:19 +07:00
|
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msgstr "匯入關係欄位"
|
2024-04-07 06:41:11 +07:00
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2024-05-05 06:41:18 +07:00
|
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|
#: ../../content/applications/essentials/export_import_data.rst:341
|
2024-04-07 06:41:11 +07:00
|
|
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"An Odoo object is always related to many other objects (e.g. a product is "
|
|
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|
"linked to product categories, attributes, vendors, etc.). To import those "
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|
|
"relations, the records of the related object need to be imported first, from"
|
|
|
|
|
" their own list menu."
|
2024-04-07 06:41:11 +07:00
|
|
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msgstr ""
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|
2024-05-05 06:41:18 +07:00
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:345
|
2024-04-07 06:41:11 +07:00
|
|
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msgid ""
|
2024-05-05 06:41:18 +07:00
|
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|
"This can be achieved by using either the name of the related record, or its "
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|
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"ID, depending on the circumstances. The ID is expected when two records have"
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|
|
" the same name. In such a case add `/ ID` at the end of the column title "
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|
"(e.g. for product attributes: `Product Attributes / Attribute / ID`)."
|
|
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|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
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|
2024-05-05 06:41:18 +07:00
|
|
|
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#: ../../content/applications/essentials/export_import_data.rst:350
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|
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|
msgid "Options for multiple matches on fields"
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|
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|
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msgstr ""
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|
|
#: ../../content/applications/essentials/export_import_data.rst:352
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If, for example, there are two product categories with the child name "
|
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|
|
"`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the"
|
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|
|
|
" validation is halted, but the data may still be imported. However, Odoo "
|
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|
|
|
"recommends that the data is not imported because it will all be linked to "
|
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|
|
|
"the first `Sellable` category found in the *Product Category* list (`Misc. "
|
|
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|
|
"Products/Sellable`). Odoo, instead, recommends modifying one of the "
|
|
|
|
|
"duplicate's values, or the product category hierarchy."
|
|
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|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:359
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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'."
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:363
|
|
|
|
|
msgid "Import many2many relationship fields"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "匯入 many2many(多對多)關係欄位"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:369
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`CSV file for Manufacturer, Retailer "
|
|
|
|
|
"<export_import_data/m2m_customers_tags.csv>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
":download:`製造商及零售商 CSV 檔案 <export_import_data/m2m_customers_tags.csv>`"
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:372
|
|
|
|
|
msgid "Import one2many relationships"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "匯入 one2many(一對多)關係"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:374
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:379
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
|
|
|
|
|
"quotations that can be imported, based on demo data:"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:382
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`File for some Quotations "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:385
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
|
|
|
|
"purchase orders with their respective purchase order lines:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:388
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`Purchase orders with their respective purchase order lines "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/o2m_purchase_order_lines.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:391
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
|
|
|
|
|
"customers and their respective contacts:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:394
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
":download:`Customers and their respective contacts "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"<export_import_data/o2m_customers_contacts.csv>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:398
|
|
|
|
|
msgid "Import records several times"
|
2025-02-21 01:11:19 +07:00
|
|
|
|
msgstr "多次匯入記錄"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:400
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:407
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"This feature allows a company to use the *Import/Export tool* in Odoo to "
|
|
|
|
|
"modify a batch of records in a spreadsheet application."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:411
|
|
|
|
|
msgid "Value not provided for a specific field"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:413
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:418
|
|
|
|
|
msgid "Export/import different tables from an SQL application to Odoo"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:420
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:424
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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')"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:429
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:433
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"Test this example, with a :download:`sample of a PostgreSQL database "
|
|
|
|
|
"<export_import_data/database_import_test.sql>`."
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:436
|
|
|
|
|
msgid ""
|
|
|
|
|
"First, export all companies and their *External ID*. In PSQL, write the "
|
|
|
|
|
"following command:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:442
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
|
|
|
|
|
"file:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:458
|
|
|
|
|
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:468
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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)."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:474
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
|
|
|
|
"The two files produced are ready to be imported in Odoo without any "
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:3
|
|
|
|
|
msgid "In-app purchases (IAP)"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:7
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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>`_."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"應用程式內購買(IAP)是增強 Odoo 資料庫的選購服務。每項服務都提供自己的特定特色和功能。要查看完整服務清單,請見 `Odoo IAP 目錄 "
|
|
|
|
|
"<https://iap.odoo.com/iap/all-in-app-services>`_。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid "The IAP catalog with various services available on IAP.Odoo.com."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "IAP.Odoo.com 提供包含各種服務的 IAP 目錄。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:16
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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 ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
":guilabel:`短訊(SMS)` 服務可直接從資料庫向聯絡人發送文字訊息,而 :guilabel:`文件數碼化` "
|
|
|
|
|
"服務透過光學字元辨識(OCR)及人工智能(AI),將掃瞄得到或 PDF 版本的供應商賬單、開支及履歷數碼化。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:20
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"|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 ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"|IAP| 服務**無需**配置或設定,即可使用。Odoo "
|
|
|
|
|
"使用者只需按一下應用程式中的服務,即可啟動該服務。不過,每項服務都需要預繳費用購買「點數」,當點數用完時,使用者**必須** :ref:`購買更多點數 "
|
|
|
|
|
"<iap/buying_credits>` 才可繼續使用。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:32
|
|
|
|
|
msgid "IAP services"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "IAP 服務"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:34
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"|IAP| services are provided by Odoo, as well as third-parties, and have a "
|
|
|
|
|
"wide range of uses."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "|IAP| 服務由 Odoo 以及第三方提供,用途範圍廣泛。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:36
|
|
|
|
|
msgid "The following |IAP| services are offered by Odoo:"
|
|
|
|
|
msgstr ""
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:38
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, "
|
|
|
|
|
"expenses, and resumes with OCR and AI."
|
|
|
|
|
msgstr ":guilabel:`文件數碼化`:透過 OCR 及 AI,將掃瞄得到或 PDF 格式的供應商賬單、開支及履歷數碼化。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:40
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`Partner Autocomplete`: automatically populates contact records "
|
|
|
|
|
"with corporate data."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr ":guilabel:`合作夥伴自動完成`:使用企業數據,自動產生聯絡人記錄。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:41
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
|
|
|
|
|
"database."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr ":guilabel:`短訊`:直接在資料庫內,向聯絡人發送電話短訊(SMS)。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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:`潛在客戶生成`:根據一系列準則產生潛在客戶,並將網站訪客轉化為高質素潛在客戶及商機。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:44
|
|
|
|
|
msgid ""
|
|
|
|
|
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
|
|
|
|
|
"post, worldwide."
|
|
|
|
|
msgstr ":guilabel:`郵遞`:以傳統郵寄方式,向全世界客戶郵寄發票及跟進報告。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:45
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
":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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:49
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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>`_."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:53
|
|
|
|
|
msgid "Use IAP services"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "使用 IAP 服務"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:55
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"|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."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "|IAP| 服務自動與 Odoo 整合,使用者**無需**配置任何設定。要使用服務,只需在資料庫出現某項服務時,與它互動即可。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "以下流程集中講解在聯絡人記錄中使用 *短訊* |IAP| 服務。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:61
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"This can be done by clicking the :guilabel:`📱 SMS` icon within the database."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"The SMS icon on a typical contact information form located within an Odoo "
|
|
|
|
|
"database."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "Odoo 資料庫中典型聯絡資訊表單上的 SMS 圖示。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 "以下步驟展示在 Odoo 使用 *短訊* |IAP| 服務的其中一種方法:"
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:73
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:77
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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 "發送短訊時,*短訊* |IAP| 服務的預付點數,會自動從現有點數中扣除。如果沒有足夠點數發送訊息,Odoo 會提示用戶購買更多點數。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "有關如何使用各項 |IAP| 服務的更多資料,以及有關 Odoo 短訊功能的更深入說明,請參閱以下說明文件:"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:89
|
|
|
|
|
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:90
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`Enrich your contacts base with Partner Autocomplete "
|
|
|
|
|
"<../sales/crm/optimize/partner_autocomplete>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:92
|
|
|
|
|
msgid ""
|
|
|
|
|
":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:97
|
|
|
|
|
msgid "IAP credits"
|
|
|
|
|
msgstr "IAP 點數"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2024-05-12 06:41:50 +07:00
|
|
|
|
"每次使用 |IAP| 服務,都會花費該服務的預付點數。當剩餘點數不足以繼續使用某項服務時,Odoo 會提示購買更多點數。你亦可設置電子郵件提醒,在 "
|
|
|
|
|
":ref:`點數偏低 <in_app_purchase/low-credits>` 時提醒使用者。"
|
2024-05-05 06:41:18 +07:00
|
|
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|
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|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:103
|
|
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|
|
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 ""
|
|
|
|
|
"點數是在 `Odoo IAP 目錄 <https://iap.odoo.com/iap/all-in-app-services>`_ 以 "
|
|
|
|
|
"*套裝*(套餐)為單位購買,價錢視乎不同服務而定。"
|
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|
|
|
#: ../../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:"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "`短訊服務 <https://iap.odoo.com/iap/in-app-services/1>`_ 有四種套裝可供選購,面值分別為:"
|
2024-05-05 06:41:18 +07:00
|
|
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|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:110
|
|
|
|
|
msgid ":guilabel:`Starter Pack`: 10 credits"
|
|
|
|
|
msgstr ":guilabel:`新手套裝`:10 點數"
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:111
|
|
|
|
|
msgid ":guilabel:`Standard Pack`: 100 credits"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr ":guilabel:`標準套裝`:100 點數"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:112
|
|
|
|
|
msgid ":guilabel:`Advanced Pack`: 500 credits"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr ":guilabel:`進階套裝`:500 點數"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:113
|
|
|
|
|
msgid ":guilabel:`Expert Pack`: 1,000 credits"
|
|
|
|
|
msgstr ":guilabel:`專家套裝`:1,000 點數"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid "Four different packs of credits for the SMS IAP service."
|
|
|
|
|
msgstr "四種不同的短訊 IAP 服務點數套餐。"
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "花費的點數取決於短訊長度及收件人國家/地區。"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:127
|
|
|
|
|
msgid "Buy credits"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "購買點數"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:129
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"If there are not enough credits to perform a task, the database "
|
|
|
|
|
"automatically prompts the purchase of more credits."
|
|
|
|
|
msgstr "如果沒有足夠的點數執行任務,資料庫會自動提示購買更多點數。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:141
|
|
|
|
|
msgid "Manually buy credits"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "手動購買點數"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:143
|
|
|
|
|
msgid "To manually buy credits in Odoo, follow these steps:"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "要在 Odoo 手動購買點數,操作步驟如下:"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst-1
|
|
|
|
|
msgid ""
|
|
|
|
|
"The Settings app showing the Odoo IAP heading and View My Services button."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "設定應用程式顯示 Odoo IAP 標題及「查看我的服務」按鈕。"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../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."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "IAP.Odoo.com 上的短訊服務頁面,有四個點數套裝可供購買。"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:166
|
|
|
|
|
msgid ""
|
|
|
|
|
"Once the transaction is complete, the credits are available for use in the "
|
|
|
|
|
"database."
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "交易完成後,點數即可在資料庫使用。"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:171
|
|
|
|
|
msgid "Low-credit notification"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "點數偏低通知"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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:"
|
2024-05-12 06:41:50 +07:00
|
|
|
|
msgstr "使用 |IAP| 服務時,可選擇在點數不足時收到通知,以避免點數耗盡。要啟用此功能,請按以下流程設定:"
|
2024-05-05 06:41:18 +07:00
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
2024-05-05 06:41:18 +07:00
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:190
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgid ""
|
2024-05-05 06:41:18 +07:00
|
|
|
|
"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`."
|
2024-04-07 06:41:11 +07:00
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:3
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
msgstr "報告"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "你可在大多數應用程式的 :guilabel:`報表` 選單下找到幾種報告,讓你對記錄數據進行分析及視覺化呈現。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:11
|
|
|
|
|
msgid "Selecting a view"
|
|
|
|
|
msgstr "選擇檢視模式"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"根據不同的報告而定,Odoo "
|
|
|
|
|
"能以不同的方式顯示數據。有時,可使用完全為報告特別設計的獨特檢視模式,而其他報表則可使用多種視圖。有兩種通用視圖是專門給報告使用的:圖表視圖及樞紐分析視圖。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:20
|
|
|
|
|
msgid "Graph view"
|
|
|
|
|
msgstr "圖表檢視模式"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-16 07:43:22 +07:00
|
|
|
|
":ref:`圖表檢視模式 <reporting/using-graph>` "
|
|
|
|
|
"用於將記錄數據視覺化呈現,幫助你識別變化模式和趨勢。該檢視畫面通常位於應用程式的 :guilabel:`報表` "
|
|
|
|
|
"選單下,但其他位置也可找到。按一下右上角的 **圖表檢視按鈕** ,可存取該視圖。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
msgid "Selecting the graph view"
|
|
|
|
|
msgstr "選擇圖表檢視模式"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:33
|
|
|
|
|
msgid "Pivot view"
|
|
|
|
|
msgstr "樞紐分析檢視模式"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
2025-02-21 01:11:19 +07:00
|
|
|
|
":ref:`樞紐分析檢視模式 <reporting/using-pivot>` 用於綜合所有記錄數據並進行細分分析。該檢視畫面通常位於應用程式的 "
|
|
|
|
|
":guilabel:`報表` 選單下,但也可在其他地方找到。按一下右上角的 **樞紐分析檢視按鈕** ,便可存取該檢視畫面。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
msgid "Selecting the pivot view"
|
|
|
|
|
msgstr "選擇樞紐分析檢視模式"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:45
|
|
|
|
|
msgid "Choosing measures"
|
|
|
|
|
msgstr "選擇量度準則"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"選擇視圖後,應確保只有相關記錄被 :doc:`篩選 "
|
|
|
|
|
"<search>`。然後,你應該選擇要量度的數據。預設情況下,總是會選擇一個量度準則。若想編輯它,請按一下 "
|
|
|
|
|
":guilabel:`量度準則`,選擇一個或(只限樞紐分析使用)多個量度準則。"
|
|
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|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"選擇量度準則時,Odoo 會將該欄位記錄的值,綜合至篩選記錄中。只有數值欄位(:ref:`整數 <studio/fields/simple-"
|
|
|
|
|
"fields/integer>`、:ref:`小數 <studio/fields/simple-fields/decimal>`、:ref:`貨幣金額 "
|
|
|
|
|
"<studio/fields/simple-fields/monetary>`)可以量度。此外,:guilabel:`總項數` "
|
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|
|
"選項可用於數算篩選記錄的總數。"
|
|
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|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"選擇要量度的內容後,你可根據要分析的維度,定義數據應如何 :ref:`分組 <search/group>`。預設情況下,數據通常按 *日期 > 月份* "
|
|
|
|
|
"分組,以分析某項指標在幾個月間的變化情況。"
|
|
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|
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|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:63
|
|
|
|
|
msgid ""
|
|
|
|
|
"When you filter a single time period, the option to compare it against "
|
|
|
|
|
"another one appears."
|
|
|
|
|
msgstr "篩選單一段期間時,會出現與另一時期進行比較的選項。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Using the comparison option"
|
|
|
|
|
msgstr "使用比較選項"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:72
|
|
|
|
|
msgid "Select measures"
|
|
|
|
|
msgstr "選擇量度準則"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"除其他量度準則外,你亦可在銷售分析報告中,加入 :guilabel:`利潤率` 及 :guilabel:`總項數` 指標。預設情況下,會選擇 "
|
|
|
|
|
":guilabel:`未連稅金額` 指標。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Selecting different measures on the Sales Analysis report"
|
|
|
|
|
msgstr "在銷售分析報告中選擇不同的量度準則"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:81
|
|
|
|
|
msgid "Group measures"
|
|
|
|
|
msgstr "分組量度"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "你可按 :guilabel:`產品類別`,在上一份銷售分析報告示例的資料行層級,將量度準則分組。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Adding a group on the Sales Analysis report"
|
|
|
|
|
msgstr "在銷售分析報告加入分組"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:92
|
|
|
|
|
msgid "Using the pivot view"
|
|
|
|
|
msgstr "使用樞紐分析檢視模式"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"分組數據是樞紐分析檢視的精髓。分組可以深入分析數據,獲得更深層次的理解。如上例所示,你可使用 :guilabel:`分組依據` "
|
|
|
|
|
"選項,在資料行層級快速加入分組,也可在列*與*欄層級的 :guilabel:`總計` "
|
|
|
|
|
"標題旁邊,按一下加號按鈕(:guilabel:`➕`),然後選擇一個**預先配置分組**。要刪除一個分組,請按減號按鈕(: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 "加入分組後,就可以在相反的軸上加入新的分組或新建立的子組。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"你可進一步劃分上一份銷售分析報告示例的量度準則,方法是在欄的層級,使用 :guilabel:`銷售人員` 分組,以及對 :guilabel:`全部 / "
|
|
|
|
|
"可供出售 / 辦公室傢俬` 的產品類別,使用 :guilabel:`訂購日期 > 月份` 分組。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Adding multiple groups on the Sales Analysis report"
|
|
|
|
|
msgstr "在銷售分析報告中加入多個分組"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:112
|
|
|
|
|
msgid ""
|
|
|
|
|
"Switch the rows and columns' groups by clicking the flip axis button "
|
|
|
|
|
"(:guilabel:`⇄`)."
|
|
|
|
|
msgstr "按翻轉軸按鈕(:guilabel:`⇄`)可切換列及欄的分組。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:113
|
|
|
|
|
msgid ""
|
|
|
|
|
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
|
|
|
|
" (⏷) order."
|
|
|
|
|
msgstr "按一下量度準則的標籤,將數值按遞增(⏶)或遞減(⏷)次序排序。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:114
|
|
|
|
|
msgid ""
|
|
|
|
|
"Download a `.xlsx` version of the pivot by clicking the download button "
|
|
|
|
|
"(:guilabel:`⭳`)."
|
|
|
|
|
msgstr "按一下下載按鈕(:guilabel:`⭳`)以下載 `.xlsx` 版本的樞紐分析表。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:119
|
|
|
|
|
msgid "Using the graph view"
|
|
|
|
|
msgstr "使用圖表檢視"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:121
|
|
|
|
|
msgid "Three graphs are available: the bar, line, and pie charts."
|
|
|
|
|
msgstr "有三種圖表可供選擇:棒形圖、折線圖及圓形圖。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "**棒形圖**用於顯示多個類別的分佈或比較,可以處理較大的數據集,因此特別有用。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:126
|
|
|
|
|
msgid ""
|
|
|
|
|
"**Line charts** are useful to show changing time series and trends over "
|
|
|
|
|
"time."
|
|
|
|
|
msgstr "**折線圖**用於顯示隨時間變化的時間序列和趨勢。"
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2025-02-16 07:43:22 +07:00
|
|
|
|
msgstr "**圓形圖** 適合在類別數量較少但可結合為一個有意義的整體時,用於顯示類別的分佈或比較。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:133
|
|
|
|
|
msgid "Bar chart"
|
|
|
|
|
msgstr "棒形圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a bar chart"
|
|
|
|
|
msgstr "以棒形圖形式查看銷售分析報告"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:138
|
|
|
|
|
msgid "Line chart"
|
|
|
|
|
msgstr "折線圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a line chart"
|
|
|
|
|
msgstr "以折線圖形式查看銷售分析報告"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:143
|
|
|
|
|
msgid "Pie chart"
|
|
|
|
|
msgstr "圓形圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a pie chart"
|
|
|
|
|
msgstr "以圓形圖形式查看銷售分析報告"
|
|
|
|
|
|
|
|
|
|
#: ../../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."
|
2025-02-16 07:43:22 +07:00
|
|
|
|
msgstr "對於 **棒形圖** 及 **折線圖** ,如果至少有兩個分組,可以使用堆疊選項,兩組數據會顯示在彼此之上,而不是彼此相鄰。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:154
|
|
|
|
|
msgid "Stacked bar chart"
|
|
|
|
|
msgstr "堆疊棒形圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Stacked bar chart example"
|
|
|
|
|
msgstr "堆疊棒形圖示例"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:159
|
|
|
|
|
msgid "Regular bar chart"
|
|
|
|
|
msgstr "一般棒形圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Non-stacked bar chart example"
|
|
|
|
|
msgstr "非堆疊棒形圖示例"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:164
|
|
|
|
|
msgid "Stacked line chart"
|
|
|
|
|
msgstr "堆疊折線圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Stacked line chart example"
|
|
|
|
|
msgstr "堆疊折線圖示例"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:169
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:184
|
|
|
|
|
msgid "Regular line chart"
|
|
|
|
|
msgstr "一般折線圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Non-stacked line chart example"
|
|
|
|
|
msgstr "非堆疊折線圖示例"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:174
|
|
|
|
|
msgid ""
|
|
|
|
|
"For **line** charts, you can use the cumulative option to sum values, which "
|
|
|
|
|
"is especially useful to show the change in growth over a time period."
|
2025-02-16 07:43:22 +07:00
|
|
|
|
msgstr "對於 **折線圖** ,可使用累計選項將數值加總,這對顯示一段時間內的增長率變化特別有用。"
|
2024-04-07 06:41:11 +07:00
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:179
|
|
|
|
|
msgid "Cumulative line chart"
|
|
|
|
|
msgstr "累計折線圖"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Cumulative line chart example"
|
|
|
|
|
msgstr "累計折線圖示例"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
msgid "Regular line chart example"
|
|
|
|
|
msgstr "一般折線圖示例"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:3
|
|
|
|
|
msgid "Search and filter records"
|
|
|
|
|
msgstr "搜尋與篩選記錄"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:5
|
|
|
|
|
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."
|
|
|
|
|
msgstr "Odoo 使用篩選器挑選最相關的記錄,視乎你正處於的檢視畫面有何用途。不過,你可以編輯預設篩選器,或搜尋特定值。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:11
|
|
|
|
|
msgid "Preconfigured filters"
|
|
|
|
|
msgstr "預先配置篩選器"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:13
|
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msgid ""
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"You can modify the default selection of records by clicking "
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":guilabel:`Filters` and selecting one or several **preconfigured filters**."
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msgstr "你可以按 :guilabel:`篩選` 並選擇一個或多個**預先配置的篩選器**,修改預設的記錄選擇。"
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#: ../../content/applications/essentials/search.rst:17
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msgid ""
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"On the Sales Analysis report, only records at the sales order stage are "
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"selected by default. However, you could *also* include records at the "
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"quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could "
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"*only* include records from a specific year, for example *2022*, by "
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"selecting :menuselection:`Order Date --> 2022`."
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msgstr ""
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"在銷售分析報告內,預設只會選擇銷售訂單階段的記錄。不過,你*也*可以選擇 :guilabel:`報價` 以包括報價階段的記錄。此外,亦可選擇 "
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":menuselection:`訂購日期 --> 2022`,以*只限*特定年份的記錄,例如*2022*。"
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#: ../../content/applications/essentials/search.rst:0
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msgid "Using preconfigured filters on the Sales Analysis report"
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msgstr "在銷售分析報告中使用預設篩選器"
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#: ../../content/applications/essentials/search.rst:27
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msgid ""
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"If you select preconfigured filters from the same group (i.e., that are "
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"*not* separated by an horizontal line), the records can match *any* "
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"condition to be included. However, if you select filters from different "
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"groups, the records have to match *all* condition to be included."
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msgstr ""
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"如果從同一組別中選擇預先配置篩選器(即它們*未被*水平線分隔),該些記錄可以符合*任何*條件以包括在內。但是,如果從不同組別選擇篩選器,則記錄必須符合*所有*條件,才可包括在內。"
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#: ../../content/applications/essentials/search.rst:34
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msgid "Custom filters"
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msgstr "自訂篩選器"
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#: ../../content/applications/essentials/search.rst:36
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msgid ""
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"You can create custom filters using most fields present on the model by "
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"clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, "
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"an operator, a value, and clicking :guilabel:`Apply`."
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msgstr ""
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"你可使用模型上的大多數欄位,建立自訂篩選器。方法是按一下 :menuselection:`篩選器 --> "
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"加入自訂篩選器`,選擇欄位、運算符及數值,然後按 :guilabel:`套用`。"
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#: ../../content/applications/essentials/search.rst:41
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msgid ""
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"You could *only* include records from a single salesperson on the Sales "
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"Analysis report, for example *Mitchell Admin*, by selecting "
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":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the "
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"operator, and typing `Mitchell Admin` as the value."
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msgstr ""
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"選擇 :guilabel:`銷售人員` 作為欄位,:guilabel:`等於` 作為運算符,並鍵入`Mitchell Admin` "
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"作為值,便可在銷售分析報告中*只*顯示某一位銷售人員的記錄,例如 *Mitchell Admin*。"
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#: ../../content/applications/essentials/search.rst:0
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msgid "Using a custom filter on the Sales Analysis report"
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msgstr "在銷售分析報告中使用自訂篩選器"
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#: ../../content/applications/essentials/search.rst:50
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msgid ""
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"If the records should *only* match one of several conditions, click "
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":guilabel:`Add a condition` before applying a custom filter. If the records "
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"should match *all* conditions, add new custom filters instead."
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msgstr ""
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"如果記錄*只*符合幾個條件中的一個,請在套用自訂篩選器之前,按一下 :guilabel:`加入條件`。如果記錄應符合*所有*條件,請新增自訂篩選器。"
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#: ../../content/applications/essentials/search.rst:57
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msgid "Search for values"
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msgstr "搜尋值"
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#: ../../content/applications/essentials/search.rst:59
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msgid ""
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"You can use the search field to quickly look for specific values and add "
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"them as a filter. Either type the full value you are searching for and "
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"select the desired field, or type a part of the value, click the dropdown "
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"button (:guilabel:`⏵`) before the chosen field, and select the exact value "
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"you are looking for."
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msgstr ""
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"你可使用搜尋欄位,快速查找特定值,並將其新增為篩選器。請鍵入要搜尋的完整值,然後選擇所需的欄位;或鍵入值的一部份,按所選欄位前的下拉按鈕(:guilabel:`⏵`),然後選擇要搜尋的準確值。"
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#: ../../content/applications/essentials/search.rst:65
|
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msgid ""
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|
"Instead of adding a custom filter to select records where *Mitchell Admin* "
|
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|
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|
"is the salesperson on the Sales Analysis report, you could search for "
|
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|
"`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search"
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|
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
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msgstr ""
|
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|
"與其在銷售分析報告中加入自訂篩選器,以選擇銷售人員為*Mitchell Admin*的記錄,你可以直接搜尋`Mitch`,按一下 "
|
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|
":guilabel:`搜尋銷售人員:Mitch` 旁邊的下拉按鈕(:guilabel:`⏵`),然後選擇 :guilabel:`Mitchell "
|
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|
|
"Admin`。"
|
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|
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|
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|
|
#: ../../content/applications/essentials/search.rst:0
|
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|
msgid "Searching for a specific value on the Sales Analysis report"
|
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|
|
msgstr "在銷售分析報告中搜尋特定值"
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:75
|
|
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|
|
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 "使用搜尋欄位相當於在加入自訂篩選器時使用 *包含* 運算符。如果輸入部份值並直接選擇所需欄位,會包含所選欄位中輸入字符的*所有*記錄。"
|
|
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|
|
|
|
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|
|
#: ../../content/applications/essentials/search.rst:82
|
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|
|
msgid "Group records"
|
|
|
|
|
msgstr "將記錄分組"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "你可按一下搜尋欄位下方的 :guilabel:`分組依據`,根據**預設分組**將同類記錄組合在一起。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"你可按一下 :guilabel:`分組依據` 並選擇 :guilabel:`銷售人員`,在銷售分析報告中按銷售人員對記錄進行分組。不會篩選走任何記錄。"
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
msgid "Grouping records on the Sales Analysis report"
|
|
|
|
|
msgstr "銷售分析報告中將記錄分組"
|
|
|
|
|
|
|
|
|
|
#: ../../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 ""
|
|
|
|
|
"你可使用模型上的各種欄位去**自訂組別**。方法是按一下 :menuselection:`分組依據 --> 加入自訂分組`,選擇一個欄位,然後按 "
|
|
|
|
|
":guilabel:`套用`。"
|
|
|
|
|
|
|
|
|
|
#: ../../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 "可同時使用多個分組。選擇的第一個分組是主群組,而之後加入的下一個群組將進一步劃分主群組內的類別,餘此類推。"
|