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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
# Translators:
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# Lucia Pacheco, 2024
# Tiffany Chang, 2024
# Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2024
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# Braulio D. López Vázquez <bdl@odoo.com>, 2024
# Fernanda Alvarez, 2024
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# Larissa Manderfeld, 2024
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# Iran Villalobos López, 2025
# Wil Odoo, 2025
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#
#, fuzzy
msgid ""
msgstr ""
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"Project-Id-Version: Odoo 18.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-02-20 16:01+0000\n"
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"PO-Revision-Date: 2024-10-08 06:34+0000\n"
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"Last-Translator: Wil Odoo, 2025\n"
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"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
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"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: es\n"
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"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
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#: ../../content/applications/services.rst:5
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msgid "Services"
msgstr "Servicios"
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#: ../../content/applications/services/field_service.rst:8
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msgid "Field Service"
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msgstr "Servicio externo"
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#: ../../content/applications/services/field_service.rst:11
msgid ""
"`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-"
"service-49>`_"
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msgstr ""
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"`Tutoriales de Odoo: Servicio externo <https://www.odoo.com/slides/field-"
"service-49>`_"
#: ../../content/applications/services/field_service/creating_tasks.rst:3
msgid "Creating field service tasks"
msgstr "Crear tareas de servicio externo"
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#: ../../content/applications/services/field_service/creating_tasks.rst:5
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msgid ""
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"Tasks in Odoo Field Service can be created manually or automatically, "
"including from sales orders or helpdesk tickets."
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msgstr ""
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"Puede crear tareas en la aplicación Servicio externo de Odoo de forma manual"
" o automática, incluso desde órdenes de ventas o tickets de soporte al "
"cliente. "
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#: ../../content/applications/services/field_service/creating_tasks.rst:9
#: ../../content/applications/services/project/tasks/task_creation.rst:9
msgid "Manual task creation"
msgstr "Creación manual de tareas"
#: ../../content/applications/services/field_service/creating_tasks.rst:11
msgid "To create a new field service task:"
msgstr "Para crear una nueva tarea de servicio externo:"
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#: ../../content/applications/services/field_service/creating_tasks.rst:13
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msgid ""
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"Open the Field service app and go to :menuselection:`Field Service --> All "
"Tasks --> All Tasks`."
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msgstr ""
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"Abra la aplicación Servicio externo y vaya a :menuselection:`Servicio "
"externo --> Todas las tareas --> Todas las tareas`."
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#: ../../content/applications/services/field_service/creating_tasks.rst:14
msgid "Click :guilabel:`New`."
msgstr "Haga clic en :guilabel:`Nuevo`."
#: ../../content/applications/services/field_service/creating_tasks.rst:15
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msgid ""
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"Fill in the task title, :guilabel:`Customer` and any other :ref:`optional "
"field <task_creation/task-configuration>`, then save manually."
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msgstr ""
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"Complete el título de la tarea, el :guilabel:`cliente` y cualquier otro "
":ref:`campo opcional <task_creation/task-configuration>`, después guárdela "
"de forma manual. "
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#: ../../content/applications/services/field_service/creating_tasks.rst:19
msgid "Task creation from a sales order"
msgstr "Creación de tareas desde una orden de venta"
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#: ../../content/applications/services/field_service/creating_tasks.rst:21
msgid ""
"This feature allows for field service tasks to be automatically created from"
" a sales order. When you create a quotation with the :ref:`service product "
"<sales/invoicing/configured-service-product>` and confirm it, a task is "
"automatically created in your Field Service project. Click the "
":guilabel:`Tasks` smart button to access it from the sales order."
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msgstr ""
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"Esta función permite crear tareas de servicio externo de forma automática "
"con una orden de venta. Luego de crear una cotización con el :ref:`producto "
"de servicio <sales/invoicing/configured-service-product>` y confirmarla, "
"generará una tarea en su proyecto de servicio externo. Haga clic en el botón"
" inteligente :guilabel:`Tareas` para acceder a ella desde la orden de venta."
" "
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#: ../../content/applications/services/field_service/creating_tasks.rst:27
msgid "Task creation from a helpdesk ticket"
msgstr "Creación de tareas desde un ticket de soporte al cliente"
#: ../../content/applications/services/field_service/creating_tasks.rst:29
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msgid ""
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"If you have the Helpdesk app installed, you can :ref:`create field service "
"tasks from a helpdesk ticket <helpdesk/field>`."
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msgstr ""
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"Si tiene la aplicación Soporte al cliente instalada en su base de datos "
"podrá :ref:`crear tareas de servicio externo desde un ticket de soporte al "
"cliente<helpdesk/field>`."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:3
msgid "Planning an itinerary"
msgstr "Planificar una ruta o itinerario"
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#: ../../content/applications/services/field_service/planning_itinerary.rst:5
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msgid ""
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"By default, **Odoo Field Service** shows a static map where all task "
"locations for the day are pinned. To make it more useful for the field "
"service workers, it is possible to display an itinerary on the map using "
"MapBox. To do so, enable the **Map Routes** feature as follows:"
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msgstr ""
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"La aplicación **Servicio externo de Odoo** muestra un mapa estático de forma"
" predeterminada donde aparecen todas las ubicaciones de las tareas del día. "
"Para que este sea más útil para los trabajadores, Mapbox permite visualizar "
"el itinerario en el mapa. Para ello debe activar la función **Rutas en "
"mapas** de la siguiente manera:"
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#: ../../content/applications/services/field_service/planning_itinerary.rst:9
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msgid ""
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"Create or sign in to a MapBox account using the following link: "
"`<https://www.mapbox.com/>`_."
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msgstr ""
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"Cree o inicie sesión en su cuenta de Mapbox con el siguiente enlace: "
"`<https://www.mapbox.com/>`_."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:10
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msgid ""
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"`Create a token <https://docs.mapbox.com/help/getting-started/access-"
"tokens/#adding-url-restrictions-to-access-tokens>`_."
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msgstr ""
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"`Crear un token <https://docs.mapbox.com/help/getting-started/access-"
"tokens/#adding-url-restrictions-to-access-tokens>`_."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:11
msgid ""
"Go to the `Access tokens page on Mapbox <https://account.mapbox.com/access-"
"tokens/>`_ and copy your token."
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msgstr ""
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"Vaya a la página de `tokens de acceso de Mapbox "
"<https://account.mapbox.com/access-tokens/>`_ y copie su token."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:13
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msgid ""
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"In Odoo, go to the :guilabel:`Settings` app and scroll down to the "
":guilabel:`Integrations` section. Paste your Mapbox access token in the "
":guilabel:`Token` field under :guilabel:`Map Routes`, and click "
":guilabel:`Save`."
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msgstr ""
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"En Odoo, vaya a la aplicación :guilabel:`Ajustes` y diríjase a la sección "
":guilabel:`Integraciones`. Pegue su token de acceso de Mapbox en el campo "
":guilabel:`Token` de la función :guilabel:`Rutas en mapas` y luego haga clic"
" en :guilabel:`Guardar`."
#: ../../content/applications/services/field_service/planning_itinerary.rst:18
msgid "Displaying your itinerary on a map"
msgstr "Mostrar la ruta en el mapa"
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#: ../../content/applications/services/field_service/planning_itinerary.rst:21
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msgid ""
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"For a field service task to be featured on the map, a **valid address** must"
" be provided for the customer."
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msgstr ""
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"El cliente debe tener una **dirección válida** para que una tarea de "
"servicio externo aparezca en el mapa."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:24
msgid ""
"To display your tasks on a map, go to :menuselection:`Field Service --> My "
"Tasks --> Map`. To create your itinerary, Odoo sorts out your field service "
"tasks based on their :guilabel:`Planned Date` to show the way from one "
"location to the next."
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msgstr ""
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"Vaya a :menuselection:`Servicio externo --> Mis tareas --> Mapa` para ver "
"sus tareas en un mapa. Para crear su itinerario, Odoo las ordena por "
":guilabel:`fecha planeada` para mostrar la ruta de una ubicación a otra."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:28
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msgid ""
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"To open your itinerary on the Google Maps website or app, click "
":guilabel:`View in Google Maps`. Google Maps includes your current location "
"as a starting point for your itinerary."
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msgstr ""
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"Haga clic en :guilabel:`Ver en Google Maps` para abrir su itinerario en este"
" sitio web o su respectiva aplicación. Google Maps incluye su ubicación "
"actual como punto de partida de su ruta."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:32
msgid ""
"By default, the map shows today’ s tasks. Remove the :guilabel:`Today` filter"
" in the search bar to display all tasks. Your tasks are then sorted by date "
"in the left column."
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msgstr ""
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"El mapa muestra las tareas del día de forma predeterminada. Elimine el "
"filtro :guilabel:`Hoy` en la barra de búsqueda para visualizar todas las "
"tareas y estas se ordenan por fecha en la columna izquierda."
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#: ../../content/applications/services/field_service/planning_itinerary.rst:34
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msgid ""
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"Click your task in the left column or the map pin to display the task's "
"details. From there, you can :guilabel:`Open` the task or click "
":guilabel:`Navigate to` to get an itinerary from your current location to "
"this specific task's location."
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msgstr ""
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"Haga clic en la tarea desde la columna ubicada en el lado izquierdo o en el "
"indicador del mapa para visualizar los detalles correspondientes. Después "
"puede :guilabel:`abrir` la tarea o hacer clic en :guilabel:`Ir a` para "
"obtener la ruta desde su ubicación actual hasta la ubicación específica."
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#: ../../content/applications/services/field_service/product_management.rst:3
msgid "Product management"
msgstr "Gestión de productos"
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#: ../../content/applications/services/field_service/product_management.rst:5
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msgid ""
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"When field service workers perform tasks on-site, they commonly use products"
" to complete their work. Odoo Field Service allows them to record these "
"products using the **product catalog** and **default warehouse** features. "
"Doing so keeps your inventory up-to-date in real-time and automatically adds"
" the products to the invoice."
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msgstr ""
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"Los trabajadores de servicio suelen utilizar productos para completar su "
"trabajo cuando realizan tareas presenciales. La aplicación Servicio externo "
"de Odoo les permite registrar estos productos con las funciones de "
"**catálogo de productos** y **almacén predeterminado**, estas mantienen el "
"inventario actualizado en tiempo real y agrega los productos a la factura de"
" forma automática."
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#: ../../content/applications/services/field_service/product_management.rst:11
msgid "Product catalog"
msgstr "Catálogo del producto"
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#: ../../content/applications/services/field_service/product_management.rst:13
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msgid ""
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"To activate the product catalog for Field Service, go to "
":menuselection:`Field Service --> Configuration --> Settings` and enable the"
" :guilabel:`Time and Material Invoicing` feature."
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msgstr ""
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"Para habilitar el catálogo de productos para servicio externo, vaya a "
":menuselection:`Servicio externo --> Configuración --> Ajustes` y active la "
"función :guilabel:`Facturación de tiempo y materiales`."
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#: ../../content/applications/services/field_service/product_management.rst:16
msgid "To add products to a task, proceed as follows:"
msgstr "Siga estos pasos para agregar productos a una tarea:"
#: ../../content/applications/services/field_service/product_management.rst:18
msgid "Go to Field Service and open a task."
msgstr "Vaya a Servicio externo y abra una tarea. "
#: ../../content/applications/services/field_service/product_management.rst:19
msgid "Click the :guilabel:`Products` smart button."
msgstr "Haga clic en el botón inteligente :guilabel:`Productos`."
#: ../../content/applications/services/field_service/product_management.rst:20
msgid "Click :guilabel:`Add` on a product card to add it to your task."
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msgstr ""
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"Haga clic en :guilabel:`Agregar` en la tarjeta de un producto para añadirla "
"a su tarea."
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#: ../../content/applications/services/field_service/product_management.rst:21
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msgid ""
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"If needed, adjust the number of products using the :guilabel:`-` and "
":guilabel:`+` buttons."
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msgstr ""
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"En caso de que sea necesario, ajuste la cantidad de los productos con los "
"botones :guilabel:`-` y :guilabel:`+`."
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#: ../../content/applications/services/field_service/product_management.rst:23
msgid ""
"Going back to your task, the smart button now displays the amount of "
"products you added and the price. You can return to the product catalog at "
"any time to edit the product selection."
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msgstr ""
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"El botón inteligente de la tarea ahora mostrará la cantidad de productos que"
" agregó y su precio. Regrese al catálogo en cualquier momento para editar "
"los productos que seleccionó. "
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#: ../../content/applications/services/field_service/product_management.rst:27
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msgid ""
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"To create and edit products from Field Service, go to :menuselection:`Field "
"Service --> Configuration --> Products`."
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msgstr ""
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"Vaya a :menuselection:`Servicio externo --> Configuración --> Productos` "
"para crear y editar productos. "
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#: ../../content/applications/services/field_service/product_management.rst:29
msgid ""
"To find your products more easily, use the search bar and filter your "
"products by :guilabel:`Product Category` and :guilabel:`Attributes`."
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msgstr ""
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"Use la barra de búsqueda y filtre sus productos por :guilabel:`categoría de "
"producto` y :guilabel:`atributos` Para encontrar sus productos con mayor "
"facilidad. "
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#: ../../content/applications/services/field_service/product_management.rst:33
msgid "User default warehouse"
msgstr "Almacén predeterminado del usuario"
#: ../../content/applications/services/field_service/product_management.rst:35
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msgid ""
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"Setting up a **default warehouse** can be useful for field technicians who "
"keep a supply on the go in their van or those who always resupply from the "
"same warehouse. It also allows field workers to switch between warehouses "
"from their profiles."
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msgstr ""
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"Configurar un **almacén predeterminado** puede ser útil para los técnicos de"
" campo que llevan los productos en su camioneta o para aquellos que siempre "
"se reabastecen en el mismo almacén. También permite que los trabajadores de "
"campo cambien de almacenes desde sus perfiles."
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#: ../../content/applications/services/field_service/product_management.rst:39
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msgid ""
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"Products in sales orders created during field interventions are always "
"pulled from the default warehouse, keeping the inventory accurate."
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msgstr ""
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"Los productos en las órdenes de venta creadas durante las intervenciones in "
"situ siempre se extraen del almacén predeterminado, de esta forma el "
"inventario se mantiene exacto."
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#: ../../content/applications/services/field_service/product_management.rst:43
msgid ":doc:`../../inventory_and_mrp/inventory`"
msgstr ":doc:`../../inventory_and_mrp/inventory`"
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#: ../../content/applications/services/field_service/product_management.rst:46
#: ../../content/applications/services/field_service/worksheets.rst:15
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:15
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#: ../../content/applications/services/planning.rst:29
#: ../../content/applications/services/project/project_management.rst:19
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:13
msgid "Configuration"
msgstr "Configuración"
#: ../../content/applications/services/field_service/product_management.rst:48
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msgid ""
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"To set up a user default warehouse, the :doc:`storage locations "
"<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`"
" feature needs to be activated in the **Inventory** app. It is also "
"necessary to have more than one warehouse in your database."
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msgstr ""
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"Para configurar el almacén predeterminado de un usuario debe activar la "
"función :doc:`ubicaciones de almacenamiento "
"<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`"
" en la aplicación **Inventario** y también debe tener más de un almacén en "
"su base de datos."
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#: ../../content/applications/services/field_service/product_management.rst:53
msgid ""
"You can either set it up :ref:`for your profile <default-warehouse/my-"
"profile>`, or :ref:`for all users <default-warehouse/all-users>`."
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msgstr ""
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"Puede configurarlo :ref:`para su perfil <default-warehouse/my-profile>` or "
":ref:`para todos los usuarios <default-warehouse/all-users>`."
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#: ../../content/applications/services/field_service/product_management.rst:57
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msgid ""
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":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`"
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msgstr ""
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":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`"
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#: ../../content/applications/services/field_service/product_management.rst:62
msgid "For your profile"
msgstr "Para su perfil"
#: ../../content/applications/services/field_service/product_management.rst:64
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msgid ""
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"To set up a default warehouse for yourself, click your **profile icon** in "
"the upper right corner of the screen, then, go to :menuselection:`My Profile"
" --> Preferences --> Default Warehouse`. Select the default warehouse from "
"the drop-down menu."
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msgstr ""
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"Para configurar su almacén predeterminado, haga clic en su **icono de "
"perfil** en la esquina superior derecha de la pantalla, luego vaya a "
":menuselection:`Mi perfil --> Preferencias --> Almacén predeterminado`, "
"después seleccione uno del menú desplegable."
#: ../../content/applications/services/field_service/product_management.rst:71
msgid "For all users"
msgstr "Para todos los usuarios"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/field_service/product_management.rst:73
2021-05-18 12:16:30 +07:00
msgid ""
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"To set up a default warehouse for a specific user, go to "
":menuselection:`Settings --> Users --> Manage users`, select a user, then go"
" to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, "
"and select the default warehouse from the drop-down menu."
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msgstr ""
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"Para configurar un almacén automático para un usuario en específico, vaya a "
":menuselection:`Ajustes --> Usuarios --> Gestionar usuarios`, seleccione a "
"un usuario, después vaya a la pestaña :guilabel:`Preferencias`. Baje a la "
"sección :guilabel:`Inventario` y seleccione un almacén predeterminado del "
"menú desplegable."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/field_service/product_management.rst-1
msgid "Selection of a default warehouse on a user profile."
msgstr "Selección de un almacén predeterminado en el perfil de un usuario."
#: ../../content/applications/services/field_service/product_management.rst:81
msgid "Use in field service tasks"
msgstr "Uso en las tareas de servicio externo"
#: ../../content/applications/services/field_service/product_management.rst:83
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msgid ""
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"Once a default warehouse has been configured for a user, the materials used "
"for a sales order related to a Field Service task are pulled from that "
"specific warehouse. Open the related sales order, go to the :guilabel:`Other"
" Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse "
"is applied correctly."
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msgstr ""
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"Ya que configuró un almacén predeterminado para un usuario, los materiales "
"que se usen para una orden de venta que esté relacionada con una tarea de "
"trabajo de campo saldrán de ese almacén en específico. Abra la orden de "
"venta relacionada, vaya a la pestaña :guilabel:`Más información`, luego baje"
" a :guilabel:`Entrega`, aquí podrá revisar que el almacén automático sea el "
"correcto."
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#: ../../content/applications/services/field_service/product_management.rst:88
msgid ""
"Once the Field Service task is marked as done, the stock of the default "
"warehouse is automatically updated."
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msgstr ""
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"Ya que la tarea de trabajo de campo se marque como hecha, las existencias "
"del almacén se actualizarán de manera automática."
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#: ../../content/applications/services/field_service/worksheets.rst:3
msgid "Worksheets"
msgstr "Hojas de trabajo"
#: ../../content/applications/services/field_service/worksheets.rst:5
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msgid ""
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"**Worksheets** help your field service workers perform and report their on-"
"site tasks. They can feature various information, such as instructions, to-"
"do lists, etc. You can also format your worksheet using checkboxes, bullet "
"points, blank fields to fill in, HTML, and add files, images, links, and "
"more."
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msgstr ""
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"Las **hojas de trabajo** le ayudan a sus trabajadores de servicio externo a "
"realizar y reportar sus tareas presenciales. Estas hojas incluyen "
"información como instrucciones, listas de actividades pendientes, entre "
"otras cosas. El formato de la lista puede incluir casillas, viñetas, campos "
"vacíos para completar, HTML y también puede solicitar que adjunten archivos,"
" imágenes, enlaces y mucho más."
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#: ../../content/applications/services/field_service/worksheets.rst:10
msgid ""
"It is common for businesses to have their workers perform the same type of "
"field service repeatedly. Making custom **worksheet templates** eliminates "
"the need to recreate the same worksheet each time you plan a similar field "
"service task."
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msgstr ""
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"Es normal que las empresas le pidan a sus empleados que realicen el mismo "
"tipo de servicio externo varias veces. Crear **hojas de trabajo** "
"personalizadas elimina la necesidad de recrear la misma hoja de trabajo cada"
" vez que planea una tarea de servicio externo similar."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/field_service/worksheets.rst:17
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msgid ""
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"To use worksheets in Field Service, go to :menuselection:`Field Service --> "
"Configuration --> Settings`, enable the :guilabel:`Worksheets` feature, and "
"click :guilabel:`Save`."
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msgstr ""
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"Para usar las hojas de trabajo en el Servicio externo, vaya a "
":menuselection:`Servicio externo --> Configuración --> Ajustes`, active la "
"función :guilabel:`Hojas de trabajo` y haga clic en :guilabel:`Guardar`."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/field_service/worksheets.rst:21
msgid ""
"Worksheet templates are designed using **Studio**. Enabling the "
":guilabel:`Worksheets` feature automatically installs the **Studio** app, "
"which may impact your price plan."
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msgstr ""
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"Las plantillas de hoja de trabajo se diseñan con **Studio**. Al activar la "
"función :guilabel:`Hojas de trabajo` se instalará de forma automática la "
"aplicación **Studio**, lo que puede afectar su plan de pago."
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#: ../../content/applications/services/field_service/worksheets.rst:25
msgid "Create a worksheet template"
msgstr "Crear una plantilla de hoja de trabajo"
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#: ../../content/applications/services/field_service/worksheets.rst:27
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msgid ""
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"To create your **worksheet templates**, go to :menuselection:`Field Service "
"--> Configuration --> Worksheet Templates`. Click :guilabel:`New` and give "
"your worksheet template a name. Manually save, then click :guilabel:`Design "
"Template` to open **Studio** and customize your worksheet template."
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msgstr ""
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"Para crear una **plantilla de hoja de trabajo** vaya a "
":menuselection:`Servicio externo --> Configuración --> Plantillas de hoja de"
" trabajo`. Haga clic en :guilabel:`Nuevo`, ponga un nombre para su hoja de "
"trabajo, guarde de forma manual y después haga clic en :guilabel:`Diseñar "
"plantilla` para abrir **Studio** y personalizar su hoja de trabajo."
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#: ../../content/applications/services/field_service/worksheets.rst:31
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msgid ""
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"In Studio, drag and drop the desired fields from the left column into your "
"worksheet on the right. To rearrange the fields on the worksheet, drag and "
"drop them in the desired order. Click a field to customize its "
":ref:`properties <studio/fields/properties>`."
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msgstr ""
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"En Studio, arrastre y suelte los campos deseados desde la columna izquierda "
"hacia la hoja de trabajo en la derecha. Para acomodar los campos en la hoja "
"de trabajo solo tiene que arrastrarlos y soltarlos al lugar que quiere. Haga"
" clic en un campo para personalizar sus :ref:`propiedades "
"<studio/fields/properties>`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/field_service/worksheets.rst:35
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msgid ""
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"When your worksheet template is complete, click :guilabel:`Close` in the top"
" right corner of the page to leave **Studio**."
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msgstr ""
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"Cuando termine su plantilla de hoja de trabajo, haga clic en "
":guilabel:`Cerrar` en la esquina superior derecha de la pantalla para salir "
"de **Studio**."
#: ../../content/applications/services/field_service/worksheets.rst:39
msgid ":doc:`Fields and widgets in Studio <../../studio/fields>`"
msgstr ":doc:`Campos y widgets en Studio <../../studio/fields>`"
#: ../../content/applications/services/field_service/worksheets.rst:42
msgid "Add a worksheet template to a field service task"
msgstr "Agregar una hoja de trabajo a una tarea de servicio externo"
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#: ../../content/applications/services/field_service/worksheets.rst:44
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msgid ""
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"Go to your field service task, select a :guilabel:`Worksheet Template`, and "
"click :guilabel:`Save`."
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msgstr ""
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"Vaya a su tarea de servicio externo, seleccione una :guilabel:`Plantilla de "
"hoja de trabajo` y haga clic en :guilabel:`Guardar`."
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#: ../../content/applications/services/field_service/worksheets.rst:46
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msgid ""
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"By default, the :guilabel:`Default Worksheet` template is selected. To "
"define another default worksheet template, click the :guilabel:`➔` "
"(:guilabel:`Internal link`) icon that appears when you hover your mouse over"
" the :guilabel:`Project` field on the task form."
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msgstr ""
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"La plantilla seleccionada por defecto es la :guilabel:`Hoja de trabajo "
"predeterminada`. Para definir otra plantilla predeterminada para la hoja de "
"trabajo, haga clic en el icono :guilabel:`➔` (:guilabel:`Enlace interno`) "
"que aparece cuando pasa el cursos por encima del campo :guilabel:`Proyecto` "
"en el formulario de la tarea."
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#: ../../content/applications/services/field_service/worksheets.rst-1
msgid "Mouse on project name to setup default worksheet template"
msgstr ""
"Cursor sobre el nombre del proyecto para configurar la hoja de trabajo "
"predeterminada."
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#: ../../content/applications/services/field_service/worksheets.rst:54
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msgid ""
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"Then, in the :guilabel:`Settings` tab, scroll down to the :guilabel:`Field "
"service` section and select the :guilabel:`Worksheet Template` you want to "
"set up as default."
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msgstr ""
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"Después, en la pestaña :guilabel:`Ajustes` deslícese hacia abajo hasta la "
"sección :guilabel:`Servicio externo` y seleccione la :guilabel:`Plantilla de"
" trabajo` que quiere configurar como predeterminada."
#: ../../content/applications/services/field_service/worksheets.rst:58
msgid "Use worksheets on site"
msgstr "Usar la hoja de trabajo in situ"
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#: ../../content/applications/services/field_service/worksheets.rst:60
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msgid ""
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"To complete the worksheet on site, access the task and click the "
":guilabel:`Worksheet` smart button."
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msgstr ""
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"Para completar la hoja de trabajo in situ, acceda a la tarea y después haga "
"clic en el botón inteligente :guilabel:`Hoja de trabajo`."
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#: ../../content/applications/services/field_service/worksheets.rst:63
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msgid ""
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"As soon as you save a worksheet, the label of the :guilabel:`Worksheet` "
"smart button on the task changes to :guilabel:`Worksheet Complete` instead, "
"even if some fields are left blank."
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msgstr ""
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"Tan pronto como guarde una hoja de trabajo, la etiqueta del botón "
"inteligente :guilabel:`Hoja de trabajo` en la tarea cambiará a "
":guilabel:`Hoja de trabajo completa`, incluso si algunos campos se dejan en "
"blanco."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/field_service/worksheets.rst:66
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msgid ""
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"Any field defined as :guilabel:`Required` has to be filled for a worksheet "
"to be saved."
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msgstr ""
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"Cualquier campo que esté definido como :guilabel:`Obligatorio` debe llenarse"
" para que una hoja de trabajo se pueda guardar."
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#: ../../content/applications/services/helpdesk.rst:6
msgid "Helpdesk"
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msgstr "Servicio de asistencia"
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#: ../../content/applications/services/helpdesk.rst:8
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msgid ""
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"Odoo **Helpdesk** is a ticket-based customer support application. Multiple "
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"teams can be configured and managed in one dashboard, each with their own "
"pipeline for tickets submitted by customers. Pipelines are organized in "
"customizable stages that enable teams to track, prioritize, and solve "
"customer issues quickly and efficiently."
2021-05-18 12:16:30 +07:00
msgstr ""
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#: ../../content/applications/services/helpdesk.rst:14
msgid "Create a Helpdesk team"
msgstr "Crear un equipo de soporte al cliente"
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#: ../../content/applications/services/helpdesk.rst:16
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msgid ""
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"To view or modify **Helpdesk** teams, go to :menuselection:`Helpdesk app -->"
" Configuration --> Helpdesk Teams`. To create a new team, click the "
":guilabel:`New` button on the top-left of the dashboard."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst-1
msgid "View of the Helpdesk teams page in Odoo Helpdesk."
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msgstr ""
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"Vista de la página de los equipos de soporte al cliente en la aplicación "
"Soporte al cliente de Odoo."
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#: ../../content/applications/services/helpdesk.rst:23
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msgid ""
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"On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. "
"Then, enter a description of the team in the field below the team name, if "
"desired. To change the company this team is assigned to, select it from the "
":guilabel:`Company` drop-down menu."
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msgstr ""
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"Ingrese un :guilabel:`nombre` para el equipo nuevo en el formulario vacío "
"del equipo de soporte al cliente y, si lo desea, después escriba una "
"descripción para el equipo en el campo que se encuentra abajo del título del"
" equipo. Para cambiar la empresa a la que pertenece este equipo, "
"selecciónela con el menú desplegable :guilabel:`Empresa`."
2021-05-18 12:16:30 +07:00
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:28
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msgid ""
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"The team description is published on the public facing :doc:`website form "
"<helpdesk/overview/receiving_tickets>`, where customers and portal users "
"submit tickets. The description included in this field should **not** "
"include any information that is for internal use only."
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msgstr ""
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"La descripción del equipo se publica en el :doc:`formulario de sitio web "
"<helpdesk/overview/receiving_tickets>` público, donde los clientes y "
"usuarios del portal pueden enviar tickets. La descripción incluida en este "
"campo **no** debe tener información destinada solo para uso interno."
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#: ../../content/applications/services/helpdesk.rst:0
msgid ""
"View of a Helpdesk team's website form displaying the team description."
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msgstr ""
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"Vista del formulario de sitio web de un equipo de Mesa de asistencia donde "
"se muestra la descripción del equipo."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:37
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msgid "Visibility & Assignment"
msgstr "Visibilidad y asignaciones"
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#: ../../content/applications/services/helpdesk.rst:39
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msgid ""
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"The *Visibility* settings alter which internal users and portal users have "
"access to this team and its tickets. The *Assignment* settings alter how "
"users are assigned to handle each ticket."
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msgstr ""
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"Los ajustes de *Visibilidad* alteran qué usuarios internos y del portal "
"tienen acceso a este equipo y a sus tickets. Los ajustes de *Asignación* "
"cambian cómo se les asignan los tickets a los usuarios."
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#: ../../content/applications/services/helpdesk.rst:43
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msgid "Determine team visibility"
msgstr "Determinar la visibilidad del equipo"
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:45
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msgid ""
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"Under the :guilabel:`Visibility` section, select one of the following "
"options to determine who can view this team and its tickets:"
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msgstr ""
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"En la sección :guilabel:`Visibilidad` seleccione una de las siguientes "
"opciones para determinar quién puede ver este equipo y sus tickets:"
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#: ../../content/applications/services/helpdesk.rst:48
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msgid ""
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":guilabel:`Invited internal users (private)`: Internal users can access the "
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"team and the tickets they are following. This access can be modified on each"
" ticket individually by adding or removing the user as a follower. Internal "
"users are considered *invited* once they are added as followers to an "
"individual ticket, or :ref:`to the team itself <helpdesk/follow>`."
2021-05-18 12:16:30 +07:00
msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:52
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msgid ""
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":guilabel:`All internal users (company)`: All internal users can access the "
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"team and all of its tickets."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:54
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msgid ""
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":guilabel:`Invited portal users and all internal users (public)`: All "
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"internal users can access the team and all of its tickets. Portal users can "
"only access the tickets they are following."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:58
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msgid ""
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"A `Customer Support` team, meant to handle general shipping and product "
"issues, would have the visibility set on :guilabel:`Invited portal users and"
" all internal users`."
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msgstr ""
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"Un equipo de `soporte de cliente` que debe gestionar los envíos en general y"
" los problemas de los productos tendrá a visibilidad configurada como "
":guilabel:`Usuarios del portal invitados y todos los usuarios internos`."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/helpdesk.rst:61
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msgid ""
"At the same time, a `Financial Services` team handling tickets related to "
"accounting or tax information would only need to be visible to "
":guilabel:`Invited internal users`."
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msgstr ""
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"Al mismo tiempo, un equipo `Servicios financieros` que gestione todos los "
"tickets relacionados a la contabilidad o información de impuestos solo debe "
"ser visible para :guilabel:`Usuarios internos invitados`."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:65
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msgid ""
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"A team's visibility can be altered after the initial configuration. However,"
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" if the team changes from *Invited portal users and all internal users "
"(public)* access to either *Invited internal users (private)* or *All "
"internal users (company)*-only access, portal users are removed as followers"
" from both the team, and from individual tickets."
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msgstr ""
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:73
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msgid "Follow all team's tickets"
msgstr "Seguir todos los tickets del equipo"
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#: ../../content/applications/services/helpdesk.rst:75
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msgid ""
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"If a user should be notified about any updates regarding tickets for this "
"team, select their name from the :guilabel:`Followers` drop-down menu, "
"located in the :guilabel:`Follow All Team's Tickets` field. Multiple users "
"can be selected to follow a single team."
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msgstr ""
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"Si un usuario debe recibir una notificación de cualquier actualización sobre"
" tickets de este equipo, seleccione el nombre del usuario desde el menú "
"desplegable :guilabel:`Seguidores` ubicado en el campo :guilabel:`Seguir "
"todos los tickets del equipo`. Puede seleccionar varios usuarios para seguir"
" a un solo equipo."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:80
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msgid ""
"External contacts can be selected in the :guilabel:`Followers` field. If the"
" team's visibility is set to :guilabel:`Invited internal users (private)`, "
"followers are notified about updates to the team's tickets, but are **not** "
"able to view them in the portal."
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msgstr ""
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"Los contactos externos se pueden seleccionar en el campo "
":guilabel:`Seguidores`. Si la visibilidad del equipo está configurada como "
":guilabel:`Usuarios internos invitados (privado)`, los seguidores recibirán "
"una notificación sobre las actualizaciones de los tickets del equipo, pero "
"**no** podrán verlos en el portal."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:85
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msgid "Automatically assign new tickets"
msgstr "Asignar nuevos tickets de forma automática"
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#: ../../content/applications/services/helpdesk.rst:87
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msgid ""
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"When tickets are received, they need to be assigned to a member of the team."
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" This is done either manually on each individual ticket, or through "
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":guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment`"
" checkbox to enable this feature for the team."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst-1
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msgid ""
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"View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo\n"
"Helpdesk."
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msgstr ""
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"Vista de la página de ajustes de un equipo de soporte al cliente donde se destacan las funciones de asignación automática en la aplicación\n"
"Soporte al cliente de Odoo."
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#: ../../content/applications/services/helpdesk.rst:95
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msgid ""
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"Select one of the following assignment methods, based on how the workload "
"should be allocated across the team:"
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msgstr ""
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"Seleccione uno de los siguientes métodos de asignación según la manera en "
"que se debe asignar la carga de trabajo para todo el equipo:"
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#: ../../content/applications/services/helpdesk.rst:98
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msgid ""
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":guilabel:`Each user is assigned an equal number of tickets`: Tickets are "
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"assigned to team members based on total ticket count, regardless of the "
"number of open or closed tickets they are currently assigned."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:101
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msgid ""
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":guilabel:`Each user has an equal number of open tickets`: Tickets are "
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"assigned to team members based on how many open tickets they are currently "
"assigned."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:105
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msgid ""
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"When :guilabel:`Each user is assigned an equal number of tickets` is "
"selected, the overall number of tickets assigned to team members is the "
"same, but it does **not** consider the current workload."
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msgstr ""
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"Cuando se selecciona :guilabel:`A cada usuario se le asigna el mismo número "
"de tickets` el número total de tickets asignados a los miembros del equipo "
"es el mismo, pero *no* toma en cuenta la carga de trabajo actual."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:109
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msgid ""
"When :guilabel:`Each user has an equal number of open tickets` is selected, "
"it ensures a balanced workload among team members, as it takes the current "
"number of active tickets into account."
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msgstr ""
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"Cuando se selecciona :guilabel:`Cada usuario tiene el mismo número de "
"tickets abiertos` todos los miembros del equipo tendrán una carga de trabajo"
" balanceada, ya que toma en cuenta el número de tickets activos actual."
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#: ../../content/applications/services/helpdesk.rst:112
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msgid ""
"Finally, add the :guilabel:`Team Members` who are to be assigned tickets for"
" this team. Leave the field empty to include all employees who have the "
"proper assignments and access rights configured in their user account "
"settings."
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msgstr ""
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"Por último, agregue a los :guilabel:`miembros del equipo` a los que se les "
"asignarán tickets. Deje el campo vacío para incluir a todos los empleados "
"que tengan las asignaciones adecuadas y los permisos de acceso configurados "
"en los ajustes de su cuenta de usuario."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:117
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msgid ""
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"If an employee has time off scheduled in the **Time Off** application, they "
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"are **not** assigned tickets during that time. If no employees are "
"available, the system looks ahead until there is a match."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:122
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msgid ":ref:`Manage users <users/add-individual>`"
msgstr ":ref:`Administrar usuarios <users/add-individual>`"
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#: ../../content/applications/services/helpdesk.rst:123
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msgid ":doc:`Access rights <../general/users/access_rights>`"
msgstr ":doc:`Permisos de acceso <../general/users/access_rights>`"
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:126
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msgid "Merge tickets"
msgstr "Fusionar tickets"
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:128
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msgid ""
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"If duplicate tickets are found in **Helpdesk**, they can be combined into a "
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"single ticket using the *merge* feature."
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msgstr ""
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#: ../../content/applications/services/helpdesk.rst:132
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msgid ""
"The *merge* feature is **only** accessible if the :doc:`Data Cleaning "
"<../productivity/data_cleaning>` application is installed on the database."
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msgstr ""
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"La función *fusionar* **solo** está accesible si tiene instalada la "
"aplicación :doc:`Limpieza de datos <../productivity/data_cleaning> en la "
"base de datos."
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2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk.rst:135
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msgid ""
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"To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> "
"Tickets --> All Tickets`. Identify the tickets to be merged, and tick the "
"checkbox at the far-left of each ticket to select them. Then, click the "
":icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from "
"the drop-down menu. Doing so opens a new page where the selected tickets are"
" listed with their :guilabel:`Similarity` rating. From here, click either "
":ref:`Merge <data_cleaning/merge-records>` to combine the tickets, or "
":guilabel:`DISCARD`."
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msgstr ""
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"Vaya a :menuselection:`Soporte al cliente --> Tickets --> Todos los tickets`"
" para fusionar dos o más tickets. Una vez allí, busque los que quiere "
"fusionar y seleccione la casilla que se encuentra a la izquierda de cada uno"
" de ellos para elegirlos. Haga clic en el icono :icon:`fa-cog` "
":guilabel:`Acciones` y seleccione :guilabel:`Fusionar` en menú desplegable, "
"esta acción abrirá una nueva página donde aparecerán los tickets "
"seleccionados con su puntuación de :guilabel:`similitud`. Desde aquí, haga "
"clic en :ref:`Fusionar <data_cleaning/merge-records>` para unir los tickets "
"o en :guilabel:`DESCARTAR`."
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#: ../../content/applications/services/helpdesk.rst:143
msgid "Convert tickets to opportunities"
msgstr ""
#: ../../content/applications/services/helpdesk.rst:145
msgid ""
"Some tickets may be better handled by the sales team, rather than the "
"support team. In this case, tickets can be converted to *opportunities* and "
"assigned to a sales team for follow-up."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:149
msgid ""
"This feature is **only** available if the :doc:`CRM <../sales/crm>` app is "
"installed."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:151
msgid ""
"To convert a ticket to an opportunity, first navigate to a ticket, either "
"from a team's pipeline, or by navigating to :menuselection:`Helpdesk app -->"
" Tickets` and clicking a ticket to open it."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:154
msgid ""
"At the top of the ticket, click the :guilabel:`Convert to Opportunity` "
"button."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:157
msgid ""
"If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the "
"**CRM** app, tickets are converted to *leads*, and the button reads "
":guilabel:`Convert to Lead`."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:160
msgid ""
"This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select "
"the following information on the pop-up:"
msgstr ""
#: ../../content/applications/services/helpdesk.rst:163
msgid ""
":guilabel:`Customer`: Select whether to :guilabel:`Create a new customer`, "
":guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a "
"customer`. If :guilabel:`Link to a customer` is chosen, select the "
"appropriate customer name from the :guilabel:`Customer` drop-down."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:167
msgid ""
":guilabel:`Sales Team`: Specify which :guilabel:`Sales Team` and "
":guilabel:`Salesperson` this created opportunity is assigned to."
msgstr ""
#: ../../content/applications/services/helpdesk.rst-1
msgid "The convert to opportunity pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:173
msgid ""
"After completing the form, click :guilabel:`Convert to Opportunity`. Doing "
"so creates a new opportunity in the **CRM** app. The original ticket is "
"linked in the chatter of the new opportunity for traceability."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:178
msgid ""
"After the ticket is converted to an opportunity, the ticket is archived."
msgstr ""
#: ../../content/applications/services/helpdesk.rst:181
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msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
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msgstr ""
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"`Tutoriales de Odoo: Soporte al cliente "
"<https://www.odoo.com/slides/helpdesk-51>`_"
#: ../../content/applications/services/helpdesk/advanced.rst:5
msgid "Advanced"
msgstr "Avanzado"
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
msgid "After-Sales services"
msgstr "Servicios posventa"
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
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msgid ""
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"*After-Sales* services can be configured in the *Helpdesk* application for "
"individual teams. Once enabled, users can :ref:`issue refunds "
"<helpdesk/refunds>`, :ref:`generate coupons <helpdesk/coupons>`, "
":ref:`process returns <helpdesk/returns>`, and :ref:`schedule repairs "
"<helpdesk/repairs>` or :ref:`field service interventions <helpdesk/field>` "
"directly from a ticket."
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msgstr ""
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"Puede configurar los servicios *posventa* de cada equipo desde la aplicación"
" *Soporte al cliente*. Una vez que los haya habilitado, los usuarios pueden "
":ref:`emitir reembolsos <helpdesk/refunds>`, :ref:`generar cupones "
"<helpdesk/coupons>`, :ref:`procesar devoluciones <helpdesk/returns>` y "
":ref:`programar reparaciones <helpdesk/repairs>` o :ref:`intervenciones de "
"servicio externo <helpdesk/field>` desde un ticket."
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2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
msgid "Set up after-sales services"
msgstr "Configuración de los servicios posventa"
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
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msgid ""
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"Start by enabling the after-sales services on a specific *Helpdesk* team, by"
" going to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`"
" and click on the team the services should be applied to. Then, scroll to "
"the :guilabel:`After-Sales` section on the team's settings page, and choose "
"which of the following options to enable:"
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msgstr ""
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"Primero habilite los servicios posventa de un equipo específico de *soporte "
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"al cliente*. Vaya a :menuselection:`Soporte al cliente --> Configuración -->"
" Equipos de soporte al cliente`, haga clic en el equipo en el que deben "
"estar activos, vaya a la sección :guilabel:`Posventa` en la página de "
"ajustes del equipo y elija las opciones a activar:"
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18
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msgid ""
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":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the"
" remaining amount due."
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msgstr ""
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":guilabel:`Reembolsos`: otorgar una nota de crédito para hacerle el "
"reembolso al cliente, o para ajustar la cantidad que todavía se debe."
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2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19
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msgid ""
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":guilabel:`Coupons`: offers discounts and free products through an existing "
"coupon program."
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msgstr ""
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":guilabel:`Cupones`: ofrecer descuentos y productos gratis gracias a un "
"programa de cupones existente."
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2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Returns`: initiates a product return from a customer through a "
"reverse transfer."
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msgstr ""
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":guilabel:`Devoluciones`: iniciar la devolución de un producto que un "
"cliente adquirió, a través de una transferencia en reversa."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21
msgid ""
":guilabel:`Repairs`: creates repair orders for broken or faulty products."
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msgstr ""
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":guilabel:`Reparaciones`: crear órdenes de reparación para productos rotos o"
" defectuosos."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
2021-05-18 12:16:30 +07:00
msgid ""
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":guilabel:`Field Service`: plans onsite intervention through the *Field "
"Service* application."
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msgstr ""
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":guilabel:`Servicio externo`: planear intervención en persona con la "
"aplicación *Servicio externo*."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27
msgid ""
"The services that are enabled can vary based on the type of support a team "
"provides."
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msgstr ""
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"Los servicios activados pueden cambiar según el tipo de soporte que un "
"equipo brinda."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
msgid ""
"Since all the after-sales services in Odoo require integration with other "
"applications, enabling any of them may result in the installation of "
"additional modules or applications. Installing a new application on a One-"
"App-Free database triggers a 15-day trial. At the end of the trial, if a "
"paid subscription has not been added to the database, it will no longer be "
"accessible."
msgstr ""
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"Todos los servicios posventa dentro Odoo necesitan de una integración a "
"otras aplicaciones, así que es posible que habilitarlos instale otros "
"módulos o aplicaciones. Si instala una aplicación adicional en una base de "
"datos con el plan \"Una aplicación gratis\" activará el periodo de prueba de"
" 15 días y ya no podrá ingresar a la base de datos si no agrega una "
"suscripción de paga cuando termina el periodo de prueba.*"
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:38
msgid "Issue refund with credit note"
msgstr "Realizar un reembolso con una nota de crédito"
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:40
msgid ""
"A *credit note* is a document issued to a customer informing them that they "
"have been credited a certain amount of money. They can be used to provide a "
"full refund to a customer, or to adjust any remaining amount due. While they"
" are usually created through the *Accounting* or *Invoicing* applications, "
"they can be created through a *Helpdesk* ticket, as well."
msgstr ""
"Una *nota de crédito* es un documento emitido a los clientes para informales"
" que se les acreditó cierta cantidad de dinero. Este documento se puede usar"
" para proporcionarle un reembolso completo al cliente o para ajustar la "
"cantidad que se debe. Por lo general estas notas se crean desde las "
"aplicaciones *Contabilidad* o *Facturación*, pero también es posible hacerlo"
" desde un ticket de *soporte al cliente*."
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:46
msgid "Invoices **must** be posted before a credit note can be generated."
msgstr ""
"Antes de poder generar una nota de crédito es **necesario** publicar la "
"factura."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"To create a credit note, navigate to a ticket on the "
":menuselection:`Helpdesk app`, and click the :guilabel:`Refund` button in "
"the top-left corner of the ticket form. This opens a :guilabel:`Refund` pop-"
"up window."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Para crear una nota de crédito vaya a un ticket en :menuselection:`Soporte "
"al cliente` y haga clic en el botón :guilabel:`Reembolso` ubicado en la "
"esquina superior izquierda del formulario del ticket. Esta acción abre la "
"ventana emergente :guilabel:`Reembolso`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of a refund creation page."
msgstr "Imagen de la ventana donde se crea un reembolso."
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:56
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216
msgid "Fill out the fields with the necessary information:"
msgstr "Llenar los campos con la información necesaria:"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:58
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Sales Order`: if a sales order was referenced on the original "
"ticket, it automatically populates in this field."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Orden de venta`: si una orden de venta tiene una referencia en el"
" ticket original, este campo se llena en automático."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:60
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Product`: the product the ticket is about. If an item is selected"
" in this field, only the sales orders, deliveries, and invoices including "
"this product can be selected."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Producto`: el producto del que trata el ticket. Si se seleccioa "
"un artículo en este campo, solo se seleccionarán las órdenes de venta, "
"entregas y facturas que incluyan este producto."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:62
msgid ""
":guilabel:`Lot/Serial Number`: this field is **only** visible if the "
":guilabel:`Product` selected has associated lot or serial numbers."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Lote/número de serie`: este campo es visible **solo** si se "
"selecciona el :guilabel:`Producto` que esté asociado con el lote o número de"
" serie."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:64
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Invoices to Refund`: this field is **required**. If no invoices "
"are available in the drop-down, it indicates this customer currently has no "
"posted invoices, or the :guilabel:`Product` has no related invoices."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Facturas por reembolsar`: este campo es **obligatorio**. Si no "
"hay facturas disponibles en el menú desplegable, esto quiere decir que el "
"cliente no ha publicado facturas o que no hay facturas relacionadas all "
":guilabel:`Producto`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Reason displayed on Credit Note`: this field automatically "
"populates with the ticket number, though it can be edited with additional "
"information."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Motivo que aparece en la nota de crédito`: este campo se llena de"
" forma automática con el número del ticket, aunque se puede editar con "
"información adicional."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:69
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Journal`: the accounting journal where the credit note should be "
"posted. After an invoice is selected, this field defaults to the journal "
"listed on the original invoice, though it can be changed, if necessary."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Diariol`: el diario contable donde se debe publicar la nota de "
"crédito. Después de que se haya seleccionado el diario enlistado en la "
"factura original, aunque se puede cambiar si es necesario."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:72
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
":guilabel:`Reversal date`: when this field is clicked, use the pop-up "
"calendar that appears to select a date for the credit note invoice. This "
"field is **required**."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Fecha de reversión`: cuando se hace clic en este campo, aparecerá"
" un calendario emergente donde podrá seleccionar una fecha para la factura "
"de la nota de crédito. Este campo es **obligatorio**."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:75
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"After the necessary fields are filled in, click :guilabel:`Reverse` or "
":guilabel:`Reverse and Create Invoice`."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Después de completar la información haga clic en :guilabel:`Revertir` o "
":guilabel:`Revertir y crear factura`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:78
msgid ""
":guilabel:`Reverse` creates a credit note in a draft state that can be "
"edited before it is posted. This option can be used to provide a partial "
"refund."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Revertir` crea una nota de crédito en estado de borrador que se "
"puede editar antes de publicarse. Esta opción se puede usar para ofrecer un "
"reembolso parcial."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:81
msgid ""
":guilabel:`Reverse and Create Invoice` creates a credit note that is "
"automatically posted as well as an invoice in a draft state. The invoice "
"contains the same information as the original invoice, though this "
"information can be altered."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`Revertir y crear factura` crea una nota de crédito que se publica"
" de forma automática en estado de borrador. La factura contiene la misma "
"información que la facutra original, aunque puede hacer los cambios que "
"quiera."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:85
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"Once the credit note has been posted, a :guilabel:`Credit Notes` smart "
"button is added to the *Helpdesk* ticket."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Una vez que registró la nota de crédito aparecerá el botón inteligente "
":guilabel:`Notas de crédito` en el ticket de *soporte al cliente*."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of smart buttons on a ticket focusing on the credit note button."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Imagen de los botones inteligentes de un ticket, con énfasis en el botón de "
"la nota de crédito."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:93
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98
msgid "Generate coupons from a ticket"
msgstr "Generar cupones desde un ticket"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:100
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"Coupons can be used to alter the price of products or orders. Conditional "
"rules define the usage constraints of a coupon. *Coupon Programs* are "
"configured in the *Sales*, *Point of Sale*, or *Website* applications."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-11-10 08:42:48 +07:00
"Los cupones permiten ajustar el precio de los productos o las órdenes. Las "
"restricciones de uso de un cupón se definen con reglas condicionales y para "
2024-09-29 07:43:41 +07:00
"configurar los *programas de cupones* debe ir a la aplicación *Ventas*, "
"*Punto de venta* o *Sitio web*."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:105
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"The *eCommerce* module **must** be installed to create coupon codes from the"
" *Website*."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-11-10 08:42:48 +07:00
"El módulo *Comercio electrónico* **debe** estar instalado para poder crear "
"códigos de cupones desde el *sitio web*."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:107
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"To generate a coupon, open a *Helpdesk* ticket and click on the "
":guilabel:`Coupon` button in the top-left corner. Select an option from the "
":guilabel:`Coupon Program` drop-down menu in the :guilabel:`Generate a "
"Coupon` pop-up window that appears."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Para generar un cupón, abra un ticket en *Soporte al cliente* y haga clic en"
" el botón :guilabel:`Cupón` ubicado la esquina superior izquierda. "
"Seleccione una opción del menú desplegable :guilabel:`Programa de cupones` "
"en la ventana emergente que aparece llamada :guilabel:`Generar un cupón`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of a coupon generation window."
msgstr "Imagen de la ventana para generar cupones."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:116
msgid ""
"To create a new :guilabel:`Coupon Program`, navigate to "
":menuselection:`Sales app --> Products --> Discount & Loyalty` and click "
":guilabel:`New`. To make the program available to share with *Helpdesk* "
"customers, the :guilabel:`Program Type` **must** be set to "
":guilabel:`Coupons`. This generates single-use coupon codes that grant "
"immediate access to rewards and discounts."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Para crear un nuevo :guilabel:`programa de cupones` vaya a "
":menuselection:`Ventas --> Productos --> Descuentos y lealtad` y haga clic "
"en :guilabel:`Nuevo`. El :guilabel:`tipo de programa` **debe** estar "
"configurado con :guilabel:`cupones` para que pueda compartirlo con los "
"clientes de *soporte al cliente*. Esto genera códigos de cupón de un solo "
"uso que les proporcionan acceso inmediato a recompensas y descuentos."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:121
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"Coupon programs can also be created in the *Point of Sale* application or "
"*Website* application. Refer to :doc:`discount and loyalty programs "
"<../../../sales/sales/products_prices/loyalty_discount>` for more "
"information."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Los programas de cupones también se pueden crear en la aplicación *Punto de "
"venta* o *Sitio web*. Vea la documentación sobre :doc:`descuentos y "
"programas de lealtad "
"<../../../sales/sales/products_prices/loyalty_discount>` para más "
"información."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:125
msgid ""
"Click on the :guilabel:`Valid Until` field, and use the pop-up calendar to "
"select an expiration date for this coupon code. If this field is left blank,"
" the code does **not** expire."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Haga clic en el campo :guilabel:`Válido hasta` y use el calendario emergente"
" para seleccionar una fecha de caducidad para este código de cupón. Si el "
"campo se deja en blanco, el código **no** caduca."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:128
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"Click :guilabel:`Send by Email` to compose an email to send to the customer "
"with the coupon code."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Haga clic en :guilabel:`enviar por correo electrónico` para escribir un "
"correo electrónico que enviarle al cliente con el código de cupón."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:131
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"When emailing a coupon code, **all** the followers of the ticket are added "
"as recipients to the email. Additional recipients can be added to the email "
"as well, in the :guilabel:`Recipients` field of the :guilabel:`Compose "
"Email` pop-up window. If an expiration date was selected for the code, it is"
" included in the message template."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-11-24 08:42:36 +07:00
"Al enviar un código de cupón por correo electrónico, **todos** los "
"seguidores del ticket serán destinatarios del correo. También puede agregar "
"más destinatarios al correo electrónico en el campo "
":guilabel:`Destinatarios` de la ventana emergente :guilabel:`Redactar correo"
" electrónico`. Si el código cuenta con una fecha de vencimiento, esta "
"aparecerá en la plantilla del mensaje."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:0
msgid "View of an email draft window with coupon code."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Vista de una ventana de borrador de correo electrónico con un código de "
"cupón."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:140
msgid ""
"Click :guilabel:`Get Share Link` to generate a link to send directly to the "
"customer. Doing so opens a :guilabel:`Share Coupons` pop-up window. Click "
"the :guilabel:`Copy` button next to the :guilabel:`Share Link` field and "
"paste the results to any communication with the customer. When the customer "
"uses the link, the code is automatically applied to their cart."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Haga clic en :guilabel:`Obtener enlace para compartir` para generar un "
"enlace y enviarlo directamente al cliente. Se abrirá una ventana emergente "
"para :guilabel:`compartir cupones`. Haga clic en el botón :guilabel:`Copiar`"
" situado junto al campo :guilabel:`Compartir enlace` y pegue los resultados "
"en cualquier comunicación con el cliente. Cuando el cliente utilice el "
"enlace, el código se aplicará automáticamente a su carrito."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:145
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"After a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` "
"smart button is added to the top of the ticket; click the smart button to "
"view the coupon code, expiration date, and additional information."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Ya que se generó un :guilabel:`código de cupón`, en la parte superior del "
"ticket aparecerá un botón inteligente :guilabel:`Cupones`. Haga clic en este"
" botón para ver el código del cupón, la fecha de caducidad e información "
"adicional."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of the smart buttons on a ticket focusing on the coupon button."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Imagen de los botones inteligentes de un ticket, con énfasis en el botón del"
" cupón."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:154
msgid "`Coupons <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
msgstr "`Cupones <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:155
msgid ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
msgstr ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:160
msgid "Facilitate a product return with a reverse transfer"
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Realice una transferencia inversa para facilitar la devolución de un "
"producto"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:162
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"Returns are completed through *reverse transfers*, which generate new "
"warehouse operations for the returning products. Click the "
":guilabel:`Return` button in the top-left corner of a ticket to open the "
":guilabel:`Reverse Transfer` pop-up window."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Las devoluciones se completan mediante *transferencias inversas*, las cuales"
" generan nuevas operaciones en el almacén para los productos que se "
"regresaron. Haga clic en el botón :guilabel:`Devolver` que se encuentra en "
"la esquina superior izquierda de un ticket para abrir la ventana emergente "
":guilabel:`Revertir traslado`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of a Helpdesk ticket with the return button highlighted."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Vista de un ticket de soporte al cliente, aparece el botón para "
"devoluciones."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:171
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msgid ""
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"The :guilabel:`Return` button **only** appears on a ticket if the customer "
"has a recorded delivery in the database."
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msgstr ""
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"El botón :guilabel:`Devolver` **solo** aparece en un ticket si el cliente "
"registró una entrega en la base de datos."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:174
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msgid ""
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"Select a :guilabel:`Sales Order` or :guilabel:`Delivery to Return` to "
"identify the products that need to be returned."
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msgstr ""
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"Seleccione una :guilabel:`orden de ventas` o :guilabel:`Entrega a devolver` "
"para identificar el productoque se necesita devolver."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:177
msgid ""
"By default, the quantity matches the validated quantity from the delivery "
"order. Update the :guilabel:`Quantity` field, if necessary. To remove a "
"line, click the :guilabel:`🗑️ (trash can)` icon."
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msgstr ""
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"La cantidad coincidirá de forma predeterminada con la cantidad validada la "
"orden de entrega, pero puede actualizar este número en el campo "
":guilabel:`Cantidad` si es necesario. Haga clic en el icono :guilabel:`🗑️ "
"(papelera)` para eliminar una línea."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:181
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msgid ""
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"Select a :guilabel:`Return Location` where the items should be directed "
"after the return is completed."
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msgstr ""
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"Seleccione una :guilabel:`Ubicación de devolución` a donde se deben llevar "
"los artículos después de que la devolución se haya completado."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of a reverse transfer creation page."
msgstr "Imagen de la página de la transferencia inversa."
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:188
msgid ""
"Click :guilabel:`Return` to confirm the return. This generates a new "
"warehouse operation for the incoming returned products."
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msgstr ""
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"A continuación, haga clic en :guilabel:`Devolver` para confirmar la "
"devolución. Esto genera una nueva operación de almacén para los productos "
"devueltos entrantes."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:191
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msgid ""
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"Use the breadcrumbs to return to the helpdesk ticket. A new "
":guilabel:`Return` smart button can now be accessed at the top of the "
"ticket."
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msgstr ""
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"Use las migas de pan para regresar al ticket de soporte al cliente. En la "
"parte superior del mismo aparecerá el nuevo botón inteligente "
":guilabel:`Devolución`."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of the return smart button on a helpdesk ticket."
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msgstr ""
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"Imagen del botón inteligente de devolución en un ticket de soporte al "
"cliente."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:199
msgid ":doc:`../../../sales/sales/products_prices/returns`"
msgstr ":doc:`../../../sales/sales/products_prices/returns`"
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:204
msgid "Send products for repair from a ticket"
msgstr "Enviar productos a reparación desde un ticket"
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:206
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msgid ""
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"If the ticket is related to an issue with a faulty or broken product, a "
"*repair order* can be created from the *Helpdesk* ticket, and managed "
"through the *Repairs* application."
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msgstr ""
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"Si el ticket está relacionado con un problema con un producto defectuoso o "
"roto es posible crear una *orden de reparación* desde el ticket de *soporte "
"al cliente* y gestionarla desde la aplicación *Reparación*."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:209
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msgid ""
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"To create a new repair order, open a :menuselection:`Helpdesk` ticket and "
"click on the :guilabel:`Repair` button in the top-left corner. This opens a "
":guilabel:`Repair Reference` form."
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msgstr ""
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"Para crear una nueva orden de reparación abra un ticket de "
":menuselection:`soporte al cliente` y haga clic en el botón "
":guilabel:`Reparar` que se encuentra en la esquina superior izquierda. Esta "
"acción abrirá un formulario de :guilabel:`Referencia de reparación`."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of a repair reference page."
msgstr "Imagen de la página de una referencia de reparación. "
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:218
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msgid ""
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":guilabel:`Customer`: this field carries over from the ticket, though a new "
"contact can been selected from the drop-down menu."
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msgstr ""
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":guilabel:`Cliente`: este campo se mantiene del ticket a través de un "
"contacto nuevo y se puede seleccionar desde el menú desplegable."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:220
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msgid ""
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":guilabel:`Product to Repair`: if a product was specified in the "
":guilabel:`Product` field on the ticket, it is added to this field "
"automatically. If not, click into the field to select a product from the "
"drop-down menu."
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msgstr ""
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":guilabel:`Producto a reparar`: si un producto se especificó en el campo "
":guilabel:`Producto` del ticket, se agrega al campo de forma automática. De "
"lo contrario, haga clic en el campo para seleccionar un producto desde el "
"menú desplegable."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:223
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msgid ""
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":guilabel:`Lot/Serial`: this field is **only** visible if the products being"
" repaired are tracked, via lot or serial numbers."
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msgstr ""
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":guilabel:`Lote/número de serie`: este campo **solo** es visible si los "
"productos que se reparar se rastrean con lotes o números de serie."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:225
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msgid ""
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":guilabel:`Return`: return order from which the product to be repaired comes"
" from."
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msgstr ""
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":guilabel:`Devolución`: orden de devolución desde la cual viene el producto "
"que se va a reparar."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:226
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msgid ""
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":guilabel:`Under Warranty`: if this box is checked, the sale price for all "
"products from the repair order are set to zero."
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msgstr ""
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":guilabel:`Bajo garantía`: si se marca esta casilla, el precio de venta de "
"todos los productos de la orden de reparación serán cero."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:228
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msgid ""
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":guilabel:`Scheduled Date`: this field defaults to the current date. To "
"select a new date, click into the field and select a date using the drop-"
"down calendar."
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msgstr ""
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":guilabel:`Fecha programada`: este campo será la fecha de hoy en automático."
" Para seleccionar una nueva fecha, haga clic en el campo y seleccione la "
"fecha usando el calendario desplegable."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:230
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msgid ""
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":guilabel:`Responsible`: assign a user from the drop-down menu to manage the"
" repair."
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msgstr ""
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":guilabel:`Responsable`: asigne a un usuario desde el menú desplegable para "
"gestionar la reparación."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:231
msgid ""
":guilabel:`Tags`: click into this field to assign an existing tag or create "
"a new one. Multiple tags can be assigned."
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msgstr ""
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":guilabel:`Etiquetas`: haga clic en este campo para asignar una etiqueta "
"existente o crear una nueva. Se pueden asignar varias etiquetas."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:234
msgid ""
"If parts are required for the repair, they can be added in the "
":guilabel:`Parts` tab. Additional information for the internal repair team "
"can be added to the :guilabel:`Repair Notes` tab."
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msgstr ""
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"Si se necesitan partes para la reparación, se pueden agregar en la pestaña "
":guilabel:`Partes`. La información adicional para el equipo de reparación "
"interno se puede agregar en la pestaña :guilabel:`Notas de reparación`."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:237
msgid ""
"Once the form is complete, click :guilabel:`Confirm Repair`. To create, "
"edit, and send a quote for this repair, click :guilabel:`Create Quotation`."
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msgstr ""
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"Una vez que se complete el formulario, haga clic en :guilabel:`Confirmar "
"reparación`. Para crear, editar y enviar cotizaciones para esta reparación "
"haga clic en :guilabel:`Crear cotización`."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:240
msgid ""
"A :guilabel:`Repairs` smart button is then added to the ticket, linking to "
"the repair order."
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msgstr ""
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"Se añadirá un botón inteligente :guilabel:`Reparaciones` al ticket, que lo "
"redirigirá a la orden de reparación."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of smart buttons focusing on repair button."
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msgstr ""
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"Vista de los botones inteligentes con énfasis en el botón de reparación."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:247
msgid ""
"Once a user creates a repair order from a *Helpdesk* ticket, they can access"
" it through the ticket's :guilabel:`Repair` smart button, or from a link in "
"the chatter, even if they do not have access rights to the *Repair* "
"application."
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msgstr ""
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"Una vez que un usuario crea una orden de reparación desde un ticket de "
"*soporte al cliente* podrá acceder a ella con el botón inteligente "
2024-11-10 08:42:48 +07:00
":guilabel:`Reparar` del ticket o desde el enlace que se encuentra en el "
"chatter aunque no tenga permisos de acceso en la aplicación *Reparación*."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:254
msgid "Create field service task from a ticket"
msgstr "Crear una tarea de servicio externo desde un ticket"
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:256
msgid ""
"On-site interventions can be planned from a ticket and managed through the "
"*Field Service* application. Customers with :doc:`portal access "
"<../../../general/users/portal>` are able to track the progress of a *Field "
"Service* task just as they would a *Helpdesk* ticket."
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msgstr ""
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"Es posible planificar intervenciones presenciales desde un ticket y "
"gestionarlas con la aplicación *Servicio externo*. Los clientes con "
":doc:`acceso al portal <../../../general/users/portal>` podrán monitorear el"
" progreso de una tarea de *servicio externo* del mismo modo que lo harían "
"con un ticket de *soporte al cliente*."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:261
msgid ""
"To change the default *Field Service* project for the team, go to "
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` to select"
" a :guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section, and "
"choose a project under :guilabel:`Field Service`."
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msgstr ""
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"Para cambiar el proyecto de *servicio externo* predeterminado para el "
"equipo, vaya a :menuselection:`Soporte al cliente --> Configuración --> "
"Equipos de soporte al cliente`. Seleccione un :guilabel:`equipo`, busque la "
"sección :guilabel:`Posventa` y elija un proyecto en :guilabel:`Servicio "
"externo`."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:265
msgid ""
"To create a new *Field Service* task, navigate to a "
":menuselection:`Helpdesk` ticket. Click :guilabel:`Plan Intervention` to "
"open the :guilabel:`Create a Field Service task` pop-up window."
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msgstr ""
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"Vaya al ticket de :menuselection:`soporte al cliente` para crear una nueva "
"tarea de *servicio externo*. Haga clic en :guilabel:`Planear intervención` "
"para abrir la ventana emergente :guilabel:`Crear una tarea de servicio "
"externo`."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of a Field Service task creation page."
msgstr "Vista de la página de creación de una tarea de Servicio externo."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:272
msgid "Confirm or update the task :guilabel:`Title`."
msgstr "Confirmar o actualizar el :guilabel:`Título` de la tarea."
2021-05-18 12:16:30 +07:00
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:274
msgid ""
"The :guilabel:`Project` field on the :guilabel:`Create a Field Service task`"
" pop-up window defaults to the same *Field Service* project that was "
"identified on the team's settings page. To change the project for this "
"specific task, select one from the :guilabel:`Project` field."
2021-05-18 12:16:30 +07:00
msgstr ""
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"El campo :guilabel:`Proyecto` de la ventana emergente :guilabel:`Crear una "
"tarea de servicio externo` será el mismo proyecto de *Servicio externo* que "
"se identificó en la página de configuración del equipo. Para cambiar el "
"proyecto para esta tarea específica, seleccione uno del campo "
":guilabel:`Proyecto`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:278
msgid ""
"If applicable, select a :guilabel:`Worksheet Template` from the drop-down "
"menu."
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msgstr ""
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"Si aplica, seleccione una :guilabel:`plantilla de hoja de trabajo` desde el "
"menú desplegable."
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#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:281
msgid ""
"*Field Service Worksheets* are reports that detail the work completed during"
" an on-site task. When work is completed, worksheets are signed by the "
"customer to confirm the job is done and the customer is satisfied."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-12-15 08:43:01 +07:00
"Las *hojas de trabajo del servicio externo* son los informes que detallan el"
2024-09-29 07:43:41 +07:00
" trabajo que se completó durante una tarea presencial. Una vez que se "
"complete el trabajo, el cliente debe firmar las hojas de trabajo para "
"confirmar que se realizaron las labores de forma satisfactoria."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:285
msgid ""
"If the *Field Service* project assigned to the *Helpdesk* team has "
"worksheets enabled, and has a default template assigned, that template "
"automatically appears in the :guilabel:`Worksheet Template` drop-down field."
" Even so, the field can be edited, and another template can be selected."
2021-05-18 12:16:30 +07:00
msgstr ""
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"Si el proyecto de *servicio externo* asignado al equipo de *soporte al "
"cliente* tiene las hojas de trabajo habilitadas y también tiene una "
"plantilla predeterminada asignada, esa plantilla completa el campo "
"desplegable :guilabel:`Plantilla de hoja de trabajo` en automático. También "
"puede editar el campo y seleccionar otra plantilla."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:290
msgid ""
"If the *Field Service* project does **not** have worksheets enabled, the "
":guilabel:`Worksheet Template` field does not appear on the "
":guilabel:`Create a Field Service task` pop-up window."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Si el proyecto de *Servicio de campo* **no** tiene las hojas de trabajo "
"activadas, el campo :guilabel:`Plantilla de hoja de trabajo` no aparecerá en"
" la ventana emergente :guilabel:`Crear una tarea de servicio externo`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:293
msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`."
msgstr "Haga clic en :guilabel:`Crear tarea` o :guilabel:`Crear y ver tarea`."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:295
msgid ""
"After the task is created, a :guilabel:`Tasks` smart button is added to the "
"ticket, linking the :guilabel:`Field Service` task to the ticket."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Una vez que cree la tarea, se añadirá un botón inteligente de "
":guilabel:`tareas` al ticket, el cuál vinculará la tarea de "
":guilabel:`Servicio externo` al ticket."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1
msgid "View of ticket smart buttons focused on task."
msgstr "Vista de los botones inteligentes del ticket con énfasis en la tarea."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:303
msgid ""
"`Field Service <https://www.odoo.com/slides/slide/advanced-"
"settings-862?fullscreen=1>`_"
2021-05-18 12:16:30 +07:00
msgstr ""
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"`Servicio externo <https://www.odoo.com/slides/slide/advanced-"
"settings-862?fullscreen=1>`_"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
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msgid "Closing tickets"
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msgstr "Cerrar tickets"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
msgid ""
"Once work has been completed on a *Helpdesk* ticket in Odoo, there are "
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"several ways it can be closed. Manually closing solved tickets keeps the "
"pipeline up to date, while automatically closing inactive tickets prevents "
"unnecessary blocking issues. Allowing customers to close their own tickets "
"minimizes confusion around whether an issue is considered solved or not. "
"This results in increased operational capacity for support teams, and higher"
" customer satisfaction."
msgstr ""
"Una vez que haya finalizado el trabajo del ticket de *soporte al cliente* en"
" Odoo puede cerrarlo de varias maneras. Si cierra los tickets resueltos de "
"forma manual mantendrá el flujo de trabajo actualizado y si cierra los "
"tickets inactivos en automático evitará que haya bloqueos innecesarios. Al "
"permitir que los clientes cierren sus propios tickets minimizará la "
"confusión sobre si un problema se resolvió o no. Como resultado tendrá mayor"
" capacidad operativa para los equipos de soporte y la satisfacción del "
"cliente será más alta."
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12
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msgid "Manually close solved tickets"
msgstr "Cerrar de forma manual los tickets resueltos"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14
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msgid ""
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"As work on a ticket progresses, it is moved along to the next stage in the "
"pipeline. Once the issue is solved, the ticket is moved to a *folded* stage."
" This marks the ticket as *closed*."
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msgstr ""
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"A medida que resuelve el ticket, este pasa a la siguiente fase del proceso. "
"Una vez resuelto el problema, el ticket pasa a una etapa *plegada* y se "
"marca como *cerrado*."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:17
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msgid ""
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"To fold a stage, navigate to the :menuselection:`Helpdesk` dashboard and "
"click on a team to open the pipeline. Hover over a stage's heading, and then"
" click the gear icon that appears in the top-right corner of that stage's "
"kanban column."
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msgstr ""
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"Para plegar una etapa, vaya al tablero de :menuselection:`Soporte al "
"cliente` y haga clic en un equipo para abrir su flujo. Pase el cursor sobre "
"el encabezado de una etapa y haga clic en el icono de engranaje que aparece "
"en la esquina superior derecha de la columna de kanban de esa etapa."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
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msgid ""
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"View of stage on Helpdesk pipeline with emphasis on gear icon and edit stage"
" option."
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msgstr ""
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"Vista de la etapa en el flujo de soporte al cliente, destaca el icono de "
"engranaje y la opción de edición de la etapa."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:26
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msgid ""
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"Clicking the gear icon also displays the option to :guilabel:`Fold` the "
"stage. This setting folds the stage *temporarily* to simplify the kanban "
"view. This does *not* close the tickets in this stage. It also does not "
"permanently fold the stage. If a stage needs to be folded so the tickets can"
" be marked as closed, continue following the steps below."
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msgstr ""
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"Si hace clic en el icono de engranaje aparecerá la opción de "
":guilabel:`Plegar` la etapa. Este ajuste plegará la etapa *temporalmente* "
"para simplificar la vista kanban. Esto *no* cierra los tickets en esta "
"etapa. Tampoco pliega la etapa de forma permanente. Si desea plegar una "
"etapa para poder marcar los tickets como cerrados, siga los siguientes "
"pasos."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:31
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msgid ""
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"From the menu that appears, select :guilabel:`Edit Stage`. This will open "
"the stage's settings. Check the box labeled :guilabel:`Folded in Kanban` "
"towards the top of the window, and then :guilabel:`Save & Close` to confirm "
"the changes. Now, tickets that reach this stage will be considered as "
"*closed*."
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msgstr ""
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"En el menú que aparece, seleccione :guilabel:`Editar etapa`. Esto abrirá la "
"configuración de la etapa. Marque la casilla :guilabel:`Plegado en kanban` "
"en la parte superior de la ventana y, a continuación, :guilabel:`Guardar y "
"cerrar` para confirmar los cambios. Ahora, los tickets en esta etapa se "
"considerarán como *cerrados*."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
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msgid "Stage settings page."
msgstr "Página de ajustes de etapa"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:41
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msgid "Automatically close inactive tickets"
msgstr "Cerrar automáticamente los tickets inactivos"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:43
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msgid ""
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"Tickets that are inactive for a set period of time can be automatically "
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"closed. At that point, they will be moved to a folded stage."
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msgstr ""
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"Se pueden cerrar automáticamente los tickets que permanezcan inactivos "
"durante un periodo de tiempo determinado. En ese momento, pasarán a una "
"etapa plegada."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:46
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msgid ""
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"Go to the team's settings page by going to :menuselection:`Helpdesk --> "
"Configuration --> Teams`. Under the :guilabel:`Self-Service` section, enable"
" :guilabel:`Automatic Closing`."
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msgstr ""
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"Vaya a la página de ajustes del equipo en :menuselection:`Soporte al cliente"
" --> Configuración --> Equipos` y habilite :guilabel:`Cierre automático` en "
"la sección :guilabel:`Autoservicio`."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:49
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msgid ""
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"If one of the team's stages is set to be folded in the kanban view, it will "
"be the default selection in the :guilabel:`Move to Stage` field. If the team"
" has more than one folded stage, the stage that occurs first in the pipeline"
" will be the default. If no stage is folded, the default selection will be "
"the last stage in the pipeline."
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msgstr ""
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"Si una de las etapas del equipo está configurada para plegarse en la vista "
"kanban, será la selección predeterminada en el campo :guilabel:`Mover a "
"etapa`. Si el equipo tiene más de una etapa plegada, la etapa que ocurra "
"primero en el flujo de trabajo será la predeterminada. Si no hay ninguna "
"etapa plegada, la selección predeterminada será la última etapa del flujo."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54
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msgid ""
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"The :guilabel:`After days of inactivity` field defaults to `7`, but can be "
"adjusted if necessary."
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msgstr ""
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"El campo :guilabel:`Después de días de inactividad` es `7` de forma "
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"predeterminada, pero puede cambiarlo si así lo desea."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:57
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msgid ""
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"The :guilabel:`After days of inactivity` field does **not** take the working"
" calendar into account when tracking the amount of time a ticket has been "
"inactive."
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msgstr ""
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"El campo :guilabel:`Después de días de inactividad` **no** tiene en cuenta "
"el calendario laboral a la hora de registrar el tiempo que un ticket ha "
"estado inactivo."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:60
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msgid ""
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"If only certain stages should be used to track days of inactivity, they can "
"be added to the :guilabel:`In Stages` field."
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msgstr ""
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"Si solo deben utilizarse determinadas etapas para realizar un seguimiento de"
" los días de inactividad, pueden añadirse al campo :guilabel:`En etapas`."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:64
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msgid "A team's pipeline is created with the following stages:"
msgstr "El flujo de un equipo se crea con las siguientes etapas:"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:66
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msgid "`New`"
msgstr "`Nuevo`"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:67
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msgid "`In Progress`"
msgstr "`En progreso`"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:68
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msgid "`Customer Feedback`"
msgstr "`Retroalimentación de los clientes`"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:69
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msgid "`Closed`"
msgstr "`Cerrado`"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:71
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msgid ""
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"Tickets can linger in the :guilabel:`Customer Feedback stage`, because once "
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"an issue is solved, customers may not respond immediately. At that point, "
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"the tickets can be closed automatically. However, tickets in the "
":guilabel:`New` and :guilabel:`In Progress` stages may remain inactive due "
"to assignment or workload issues. Closing these tickets automatically would "
"result in issues going unsolved."
msgstr ""
"Los tickets pueden permanecer en la etapa :guilabel:`Retroalimentación de "
"los clientes`, porque una vez resuelto un problema, es posible que los "
"clientes no respondan de inmediato. En ese momento, los tickets pueden "
"cerrarse automáticamente. Sin embargo, los tickets en las etapas "
":guilabel:`Nuevo` y :guilabel:`En progreso` pueden permanecer inactivos "
"debido a problemas de asignación o carga de trabajo. El cierre automático de"
" estos tickets provocaría que los problemas no se resuelvan."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:77
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msgid ""
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"Therefore, the :guilabel:`Automatic Closing` settings would be configured as"
" below\\:\\"
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msgstr ""
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"Por lo tanto, los ajustes de :guilabel:`Cierre automático` se configurarían "
"de la siguiente manera\\:\\"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:79
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msgid ":guilabel:`Automatic Closing`: *checked*"
msgstr ":guilabel:`Cierre automático`: *seleccionado*"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:80
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msgid ":guilabel:`Move to Stage`: `Solved`"
msgstr ":guilabel:`Mover a la etapa`: `resuelto`"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:81
msgid ":guilabel:`After``7`:guilabel:`days of inactivity`"
msgstr ":guilabel:`Después de ``7`:guilabel:`días de inactividad`"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:82
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msgid ":guilabel:`In Stages`: `Customer Feedback`"
msgstr ":guilabel:`En etapas`: `Retroalimentación de los clientes`"
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
msgid "Example of Automatic Closing settings."
msgstr "Ejemplo de configuración del cierre automático."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:89
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msgid "Allow customers to close their own tickets"
msgstr "Permitir a los clientes cerrar sus tickets"
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:91
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msgid ""
"Enabling the :guilabel:`Closure by Customers` setting allows customers to "
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"close their own ticket(s) when they determine that their issue has been "
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"resolved."
msgstr ""
"Si habilita :guilabel:`Cierre por clientes`, esto permitirá a los clientes "
"cerrar sus propios tickets cuando determinen que su problema se ha resuelto."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:94
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msgid ""
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"Start by navigating to :menuselection:`Helpdesk --> Configuration --> Teams`"
" and select a team. On the team's settings page, scroll to the "
":guilabel:`Self-Service` section and check the box for :guilabel:`Closure by"
" Customers`."
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msgstr ""
"Vaya a :menuselection:`Soporte al cliente --> Configuración --> Equipos de "
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"soporte al cliente`. Haga clic en un equipo para abrir su página de ajustes,"
" busque la sección :guilabel:`Autoservicio` y seleccione la casilla "
":guilabel:`Cierre por clientes`."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
msgid "Customer closing setting in Odoo Helpdesk."
msgstr ""
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"Botón de cancelación por clientes en la aplicación Soporte al cliente de "
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"Odoo."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:102
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msgid ""
"Once the ticket closing settings are enabled, a :guilabel:`Close Ticket` "
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"button will be available for customers when they view their ticket through "
"the customer portal."
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msgstr ""
"Una vez activados los ajustes de cierre del ticket, el botón "
":guilabel:`Cerrar ticket` será visible para los clientes cuando vean su "
"ticket a través del portal de clientes."
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1
msgid "Customer view of ticket closing in Odoo Helpdesk."
msgstr ""
"Vista del cliente al cerrar un ticket en la aplicación Soporte al cliente de"
" Odoo."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:110
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msgid ""
"Customers are able to view their tickets by clicking the :guilabel:`View the"
" ticket` link they receive by email. The link is included in the "
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":guilabel:`Request Acknowledgment` template, which is added to the first "
"stage of a team by default. This link does not require a customer to have "
"access to the portal to view or respond to their ticket."
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msgstr ""
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"Los clientes pueden ver sus tickets al hacer clic en el enlace "
":guilabel:`Ver el ticket` que reciben por correo electrónico. El enlace se "
"incluye en la plantilla :guilabel:`Solicitud de confirmación` de forma "
"predeterminada a la primera etapa de un equipo. Este enlace no requiere que "
"el cliente tenga acceso al portal para ver o responder su ticket."
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#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:115
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msgid ""
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"Customers with access to the portal will be able to view their tickets under"
" :menuselection:`My Account --> Tickets`."
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msgstr ""
"Los clientes con acceso al portal podrán ver sus tickets en "
":menuselection:`Mi cuenta --> Tickets`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
msgid "Track and bill time"
msgstr "Seguimiento y facturación del tiempo"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
msgid ""
"Odoo *Helpdesk* provides teams with the ability to track the amount of hours"
" spent working on a ticket, and to bill a customer for that time. Through "
"integrations with the *Sales*, *Timesheets*, *Project* and *Accounting* "
"applications, customers can be charged once the work is completed, or before"
" it has even begun."
msgstr ""
"La aplicación *Soporte al cliente* permite que los equipos puedan llevar "
"seguimiento de la cantidad de horas que usan para trabajar en un ticket y "
"que puedan facturar ese tiempo al cliente. A través de integraciones con las"
" aplicaciones *Ventas*, *Hojas de horas*, *Proyecto* y *Contabilidad* podrá "
"cobrarle a los clientes una vez que haya realizado el trabajo o incluso "
"antes de que haya comenzado."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
msgid ""
"Since the *Track & Bill Time* features require integration with other "
"applications, enabling them may result in the installation of additional "
"modules or applications."
msgstr ""
"Dado que las funciones *Seguimiento y facturación del tiempo* requieren la "
"integración con otras aplicaciones, su activación puede requerir la "
"instalación de aplicaciones o módulos adicionales."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
msgid ""
"Installing a new application on a *One-App-Free* database triggers a 15-day "
"trial. At the end of the trial, if a paid subscription has not been added to"
" the database, it will no longer be active or accessible."
msgstr ""
"Al instalar una nueva aplicación en una base de datos *Gratis con una "
"aplicación* se activa un periodo de prueba de 15 días. Al final del periodo "
"de prueba, si no se ha añadido una suscripción de pago a la base de datos, "
"se desactivará."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
msgid "Configure track and bill time features"
msgstr "Configurar las funciones de seguimiento y facturación del tiempo"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
msgid ""
"Before a customer can be invoiced for support services, the *Track & Bill "
"Time* features **must** be enabled on each *Helpdesk* team individually."
msgstr ""
"Antes de que se pueda facturar a un cliente por los servicios de soporte, la"
" función *Seguimiento y facturación del tiempo* **debe** estar habilitada en"
" cada equipo de *servicio al cliente*."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
msgid "Enable track and bill time on a helpdesk team"
msgstr ""
"Habilitar el seguimiento y facturación del tiempo en un equipo de Soporte al"
" cliente"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
msgid ""
"To view and enable the *Track & Bill Time* features on a *Helpdesk* team, "
"first navigate to :menuselection:`Helpdesk app --> Configuration --> "
"Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new "
"one <../../helpdesk>`. This reveals a team's settings page."
msgstr ""
"Para ver y habilitar las funciones de *seguimiento y facturación del tiempo*"
" en un equipo de *soporte al cliente*, primero vaya a "
":menuselection:`Soporte al cliente --> Configuración --> Equipos de soporte "
"al cliente`. Seleccione un equipo de la lista o :doc:`cree uno "
"<../../helpdesk>`. Esta acción abrirá la página de ajustes de un equipo."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:31
msgid ""
"On the team's settings page, scroll to the :guilabel:`Track & Bill Time` "
"section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time "
"Billing`."
msgstr ""
"En la página de ajustes del equipo, vaya a la sección :guilabel:`Seguimiento"
" y facturación del tiempo`. Marque las casillas :guilabel:`Hojas de horas` y"
" :guilabel:`Facturación del tiempo`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:34
msgid ""
"Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled"
" :guilabel:`Project`."
msgstr ""
"Una vez marcada la casilla :guilabel:`Hojas de horas` aparecerá un nuevo "
"campo denominado :guilabel:`Proyecto`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
msgid ""
"If this is the first time this feature has been enabled on this database, "
"the page may need to be manually saved and refreshed before the "
":guilabel:`Project` field appears."
msgstr ""
"Si esta es la primera vez que se activa esta función en esta base de datos, "
"es posible que la página se deba guardar de manera manual y después "
"actualizar antes de que aparezca el campo :guilabel:`Proyecto`"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
msgid ""
"The project selected in this field represents where all the timesheets for "
"this team's tickets are recorded. Click into the :guilabel:`Project` drop-"
"down menu to select a project."
msgstr ""
"El proyecto seleccionado en este campo será donde se registrarán todas las "
"hojas de horas de los tickets de este equipo. Haga clic en el menú "
"desplegable para seleccionar un :guilabel:`proyecto`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:43
msgid ""
"To create a new project where the timesheets are recorded, click into the "
":guilabel:`Project` drop-down menu, type a name for the project, and then "
"click :guilabel:`Create` from the drop-down menu beneath."
msgstr ""
"Para crear un proyecto nuevo donde se registren las hojas de horas, haga "
"clic en el menú desplegable :guilabel:`Proyecto`, escriba un nombre para el "
"proyecto y después haga clic en :guilabel:`Crear` desde el menú desplegable "
"de abajo."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid ""
"View of a helpdesk team settings page emphasizing the track and bill time "
"settings."
msgstr ""
"Vista de la página de ajustes de un equipo de soporte al cliente, destacan "
"los ajustes de seguimiento y facturación del tiempo."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:54
msgid "Configure service products"
msgstr "Configurar productos de servicio"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:56
msgid ""
"When the :guilabel:`Time Billing` feature is enabled, a new product is "
"created in the *Sales* app called *Service on Timesheets*. This product can "
"be found under :menuselection:`Sales app--> Products --> Products`. Then, "
"search for `Service on Timesheets` in the :guilabel:`Search...` bar. This is"
" the product that is used when invoicing for *post-paid support services* "
"**after** they have been completed."
msgstr ""
"Cuando la función :guilabel:`Facturación del tiempo` está activada, en la "
"aplicación *Ventas* se crea un nuevo producto con el nombre *Servicio en las"
" hojas de horas* y puede encontrarlo en :menuselection:`Ventas --> Productos"
" --> Productos`. Busque `Servicio en la hoja de horas` en la barra de "
":guilabel:`búsqueda`. Este producto se utilizará al facturar *servicios de "
"soporte pospago* **después** de que se hayan completado."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:62
msgid ""
"Select :guilabel:`Service on Timesheets` from the product page. This reveals"
" the product detail form. The product is configured with the "
":guilabel:`Product Type` set to :guilabel:`Service` and the "
":guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Make "
"any necessary changes to the product record, such as the :guilabel:`Cost` or"
" :guilabel:`Sales Price`."
msgstr ""
"Seleccione :guilabel:`Servicio en la hoja de horas` en la página del "
"producto. Esto abrirá el formulario de detalles del producto. El producto "
"está configurado con el :guilabel:`tipo de producto` establecido en "
":guilabel:`Servicio` y la :guilabel:`política de facturación` en "
":guilabel:`Según las hojas de horas`. Haga los cambios necesarios al "
"registro del producto, como :guilabel:`Costo` o :guilabel:`Precio de venta`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid ""
"View of a service product with the invoicing policy set to 'Based on "
"timesheets'."
msgstr ""
"Vista de un producto de servicio con la política de facturación establecida "
"en 'Según las hojas de horas'."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:71
msgid ""
"In order to invoice for support services **before** the work has been "
"completed (also known as *prepaid support services*), a separate product "
"with a different invoicing policy must be created."
msgstr ""
2024-11-10 08:42:48 +07:00
"Para facturar los servicios de soporte **antes** de completar el trabajo (a "
"esto también se le conoce como *servicios de soporte prepagados*) debe crear"
" otro producto con una política de facturación distinta."
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:74
msgid ""
"To create a new service product, go to :menuselection:`Sales app --> "
"Products --> Products`, and click :guilabel:`New`. This reveals a blank "
"product detail form."
msgstr ""
"Para crear un nuevo producto de servicio, vaya a :menuselection:`la "
"aplicación Ventas--> Productos --> Productos` y haga clic en "
":guilabel:`Nuevo`. Esto abrirá un formulario de detalle del producto en "
"blanco."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:77
msgid ""
"On the new product form, add a :guilabel:`Product Name`, and set the "
":guilabel:`Product Type` to :guilabel:`Service`. Then, set the "
":guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means "
"an invoice can be generated and payment can be received for this product "
"before any timesheets entries have been recorded for these services."
msgstr ""
"En el formulario del nuevo producto, agregue el :guilabel:`nombre del "
"producto` y en el :guilabel:`tipo de producto` seleccione "
":guilabel:`servicio`. Luego, establezca la :guilabel:`Política de "
"facturación` a :guilabel:`Precio fijo o de prepago`. Esto significa que "
"puede generar una factura y puede recibir el pago de este producto antes de "
"que se hayan registrado las entradas en las hojas de horas para estos "
"servicios."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid ""
"View of a service product with the invoicing policy set to 'prepaid/fixed'."
msgstr ""
"Vista de un producto de servicio con la política de facturación establecida "
"en 'precio fijo o de prepago'."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:86
msgid ""
"Finally, set the :guilabel:`Sales Price`, and confirm that the "
":guilabel:`Unit of Measure` is set to :guilabel:`Hours`."
msgstr ""
"Por último, establezca el :guilabel:`precio de venta` y confirme que la "
":guilabel:`unidad de medida` corresponde a :guilabel:`horas`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:90
msgid "Invoice prepaid support services"
msgstr "Facturar servicios de soporte prepagados"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:92
msgid ""
"When support services are billed on a fixed price, an invoice can be created"
" before any work is completed on the issue. In this case, a service product "
"with the *Invoicing Policy* set to *Prepaid/Fixed Price* would be used, just"
" like :ref:`the section above <helpdesk/configure-service-products>`."
msgstr ""
"Cuando los servicios de soporte se facturan a un precio fijo, puede crear "
"una factura antes de completar cualquier trabajo. En este caso, se utilizará"
" un producto de servicio con la *política de facturación* establecida en "
"*precio fijo o de prepago*, al igual que en :ref:`la sección anterior "
"<helpdesk/configure-service-products>`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98
msgid "Create a sales order with prepaid product"
msgstr "Crear un pedido de venta con un producto prepagado"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:100
msgid ""
"To invoice a customer for prepaid support services, first create a sales "
"order (SO) with the support services product. To do this, go to "
":menuselection:`Sales app --> Orders --> Quotations`. Then, click "
":guilabel:`New` to reveal a blank quotation form."
msgstr ""
"Para facturar a un cliente por servicios de soporte prepagados, primero cree"
" una orden de venta con el producto de servicios de soporte. Para hacer "
"esto, vaya a :menuselection:`Ventas --> Órdenes --> Cotizaciones`. Después, "
"haga clic en :guilabel:`Nuevo` y se abrirá un formulario de cotización en "
"blanco."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104
msgid "Then, fill out the quotation form with the customer information."
msgstr ""
"Luego, llene el formulario de cotización con la información del cliente."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:106
msgid ""
"Go to the :guilabel:`Order Lines` tab of the quotation and click "
":guilabel:`Add a Product`. Then, select the *prepaid services product* "
"configured in the steps above. Update the :guilabel:`Quantity` field with "
"the number of hours."
msgstr ""
"Vaya a la pestaña :guilabel:`Líneas de la orden` de la cotización y haga "
"clic en :guilabel:`Agregar un producto`. Luego, seleccione el *producto de "
"servicios prepagados* configurado en los pasos anteriores. Actualice el "
"campo :guilabel:`Cantidad` con el número de horas."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:110
msgid ""
"After updating any other necessary information, :guilabel:`Confirm` the "
"quotation. This converts the quotation into an :abbr:`SO (sales order)`."
msgstr ""
":guilabel:`Confirme` la cotización después de actualizar cualquier "
"información necesaria, esto la convertirá en una orden de ventas."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114
msgid "Create and send an invoice for prepaid services"
msgstr "Crear y enviar una factura para servicios prepagados"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:116
msgid ""
"Once the :abbr:`SO (sales order)` has been confirmed, click the "
":guilabel:`Create Invoice` button. This opens a :guilabel:`Create invoices` "
"pop-up window."
msgstr ""
"Una vez que se haya confirmado la orden de venta, haga clic en el botón "
":guilabel:`Crear factura`. Esto abrirá la ventana emergente para "
":guilabel:`crear factura`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:119
msgid ""
"If no down payment is collected, the :guilabel:`Create Invoice` type can "
"remain as :guilabel:`Regular Invoice`. If a :doc:`down payment "
"<../../../sales/sales/invoicing/down_payment>` is collected, choose between "
"either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment "
"(fixed amount)`."
msgstr ""
"Si no se cobra un anticipo, el tipo al :guilabel:`crear factura` puede ser "
":guilabel:`factura normal`. Si se cobrará un :doc:`anticipo "
"<../../../sales/sales/invoicing/down_payment>`, elija entre "
":guilabel:`Anticipo (porcentaje)` o :guilabel:`Anticipo (cantidad fija)`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:124
msgid ""
"When the necessary information has been entered, click :guilabel:`Create "
"Draft Invoice`."
msgstr ""
"Cuando haya introducido la información necesaria, haga clic en "
":guilabel:`Crear borrador de factura`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:126
msgid "The invoice can then be sent to the customer for payment."
msgstr "Ahora podrá enviar la factura al cliente para que realice su pago."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
msgid "Create helpdesk ticket for prepaid services"
msgstr "Crear un ticket de soporte al cliente para servicios prepagados"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:131
msgid ""
"To create a *Helpdesk* ticket for prepaid services, navigate to "
":menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal"
" a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
msgstr ""
2024-10-13 07:42:30 +07:00
"Para crear un ticket para servicios prepagados, vaya a "
2024-09-29 07:43:41 +07:00
":menuselection:`Soporte al cliente` y haga clic en el botón "
":menuselection:`Tickets` para abrir el flujo de un equipo específico. Haga "
"clic en :guilabel:`Nuevo` para crear un ticket."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:135
msgid ""
"On the blank ticket form, create a ticket :guilabel:`Title`, and enter the "
":guilabel:`Customer` information."
msgstr ""
"En el formulario de ticket en blanco, asígnele un :guilabel:`título` y "
"escriba la información del :guilabel:`cliente`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
msgid ""
"When the customer name is added, the :guilabel:`Sales Order Item` field "
"automatically populates with the most recent prepaid sales order item that "
"has time remaining."
msgstr ""
"Cuando agrega el nombre del cliente, el campo :guilabel:`Artículo en la "
"orden de venta` se completará en automático con el artículo en la orden de "
"venta prepagada más reciente que tiene tiempo restante."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:142
msgid "Track hours on helpdesk ticket"
msgstr "Registrar horas en un ticket de soporte al cliente"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
msgid ""
"Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab"
" on the specific ticket."
msgstr ""
"El tiempo que se utiliza en trabajar en un ticket de *soporte al cliente* se"
" registra en la pestaña *Hojas de horas* del ticket específico."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146
msgid ""
"On the ticket detail form, click on the :guilabel:`Timesheets` tab and click"
" :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a "
":guilabel:`Description` of the task, and enter the number of "
":guilabel:`Hours Spent`."
msgstr ""
"En el formulario de detalles del ticket, haga clic en la pestaña "
":guilabel:`Hojas de horas` y después en :guilabel:`Agregar una línea`. "
"Seleccione a un :guilabel:`empleado`, agregue una :guilabel:`descripción` "
"de la tarea y escriba el número de :guilabel:`horas utilizadas`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:150
msgid ""
"As new lines are added to :guilabel:`Timesheets` tab, the "
":guilabel:`Remaining Hours on SO` field, at the bottom-right of the tab, is "
"automatically updated."
msgstr ""
"Conforme se agregan nuevas líneas a la pestaña :guilabel:`hojas de horas`, "
"el campo :guilabel:`Horas restantes en la orden de venta` en la parte "
"inferior derecha de la pestaña se actualizará de forma automática."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid ""
"View of the timesheets tab on a ticket with an emphasis on the remaining "
"hours on an SO."
msgstr ""
"Vista de la pestaña de hojas de horas en un ticket, se resaltan las horas "
"restantes de una orden de ventas."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:158
msgid ""
"If the number of hours on the :guilabel:`Timesheets` tab exceeds the number "
"of hours sold, the :guilabel:`Remaining Hours of SO` turns red."
msgstr ""
"Si el número de horas en la pestaña :guilabel:`Hojas de horas` es mayor al "
"número de horas vendidas, las :guilabel:`horas restantes en la orden de "
"ventas` aparecerán en rojo."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
msgid ""
"As hours are added to the :guilabel:`Timesheets` tab, they are automatically"
" updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`,"
" as well."
msgstr ""
"Al agregar horas a la pestaña :guilabel:`Hojas de horas`, estas también se "
"actualizan de forma automática en el campo :guilabel:`Entregado` de la "
"orden de ventas."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:165
msgid "Invoice post-paid support services"
msgstr "Facturar servicios de soporte pospago"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
msgid ""
"When support services are billed based on the amount of time spent on an "
"issue, an invoice cannot be created before the total number of hours "
"required to solve the problem have been entered on a timesheet. In this "
"case, a service product with the *Invoicing Policy* set to *Based on "
"Timesheets* would be used, like the one created in :ref:`the section above "
"<helpdesk/configure-service-products>`."
msgstr ""
"Cuando los servicios de soporte se facturan según la cantidad de tiempo que "
"se utilizó para resolver un problema, no puede crear una factura antes de "
"ingresar el número total de horas necesarias para resolver el problema en "
"una hoja de horas. En este caso, se utilizaría un producto de servicio con "
"la *política de facturación* establecida en *Según las hojas de horas* como "
"el que creó :ref:`en la sección anterior <helpdesk/configure-service-"
"products>`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:174
msgid "Create a sales order with a time-tracked product"
msgstr ""
"Crear una orden de ventas con un producto del que lleva registro del tiempo"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:176
msgid ""
"To invoice a customer for post-paid support services, first create a sales "
"order (SO) with the *support services product*. To do this, go to "
":menuselection:`Sales app --> Orders --> Quotations`. Then, click "
":guilabel:`New` to reveal a blank quotation form."
msgstr ""
"Para facturar a un cliente por servicios de soporte después del pago, "
"primero cree una orden de venta con el *producto de servicios de soporte*. "
"Para hacer esto, vaya a :menuselection:`Ventas --> Órdenes --> "
"Cotizaciones`. Después, haga clic en :guilabel:`Nuevo` y se abrirá un "
"formulario de cotización en blanco."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180
msgid "Fill out the quotation with the customer information."
msgstr "Complete la cotización con la información del cliente."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182
msgid ""
"On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select "
"the post-paid services product configured in the steps above. After updating"
" any other necessary information, :guilabel:`Confirm` the quotation."
msgstr ""
"En la pestaña :guilabel:`Líneas de la orden` de la cotización, haga clic en "
":guilabel:`Agregar un producto`. Seleccione el producto de servicios pospago"
" configurado en los pasos anteriores. :guilabel:`Confirme` la cotización "
"después de actualizar cualquier otra información necesaria."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187
msgid ""
"Unlike with the prepaid services quotation, Odoo does **not** allow an "
"invoice to be created at this time. That is because no services have been "
"performed; in other words, nothing has been delivered, therefore, there is "
"nothing to invoice."
msgstr ""
"A diferencia de la cotización de servicios prepagados, Odoo **no** permite "
"que cree una factura en este momento. Esto se debe a que como no ha "
"realizado ningún servicio, entonces no ha entregado nada y no hay nada que "
"facturar."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:192
msgid "Create a helpdesk ticket for time-tracked services"
msgstr ""
"Crear un ticket de soporte al cliente para servicios de los que lleva "
"registro del tiempo"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194
msgid ""
"To record a *Timesheet* entry for time-tracker services, go to the "
":menuselection:`Helpdesk` app, and select the appropriate team for which "
"these services apply."
msgstr ""
"Para registrar una entrada en las *hojas de horas* para los servicios de los"
" que lleva registro del tiempo vaya a :menuselection:`Soporte al cliente` y "
"seleccione el equipo apropiado para el que aplican estos servicios."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:197
msgid ""
"If there is already an existing ticket for this issue, select it from the "
"Kanban view. This opens the ticket details form. If there is no existing "
"ticket for this customer issue, click :guilabel:`New` to create a new ticket"
" and enter the necessary customer information on the blank ticket details "
"form."
msgstr ""
"Si ya existe un ticket para este problema, selecciónelo en la vista de "
"kanban y se abrirá el formulario de detalles del ticket. Si no hay ningún "
"ticket existente para este problema del cliente, haga clic en "
":guilabel:`Nuevo` para crear uno e ingrese la información necesaria del "
"cliente en el formulario de detalles del ticket en blanco."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:202
msgid ""
"After selecting or creating a ticket, go to the :guilabel:`Sales Order Item`"
" drop-down menu. Select the :abbr:`SO (sales order)` created in the previous"
" step."
msgstr ""
"Después de seleccionar o crear un ticket, vaya al menú desplegable "
":guilabel:`Artículo en la orden de venta` y seleccione la orden de venta "
"creada en el paso anterior."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:206
msgid "Track support hours on a ticket"
msgstr "Llevar seguimiento de las horas de un ticket"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
msgid ""
"In order to create an invoice for a product based on timesheets, hours need "
"to be tracked and recorded. At this point, the service is considered "
"*delivered*. To record hours for this support service, click on the "
":guilabel:`Timesheets` tab of the ticket."
msgstr ""
"Para crear una factura para un producto según las hojas de horas, se debe "
"llevar seguimiento de estas y registrarlas. En este punto, el servicio se "
"considera *entregado*. Para registrar horas para este servicio de soporte, "
"haga clic en la pestaña :guilabel:`Hojas de horas` del ticket."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:212
msgid ""
"Click :guilabel:`Add a Line` to record a new entry. Select an "
":guilabel:`Employee` from the drop-down menu, and record the time spent in "
"the :guilabel:`Hours Spent` column."
msgstr ""
"Haga clic en :guilabel:`Agregar una línea` para registrar una nueva entrada."
" Seleccione un :guilabel:`empleado` en el menú desplegable y registre el "
"tiempo correspondiente en la columna :guilabel:`Horas utilizadas`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
msgid ""
"Repeat these steps as needed until all time spent on the issues has been "
"recorded."
msgstr ""
"Repita estos pasos según sea necesario hasta que haya registrado todo el "
"tiempo que ha utilizado para resolver problemas."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid "View of the timesheets tab on a helpdesk ticket."
msgstr ""
"Vista de la pestaña de hojas de horas en un ticket de soporte al cliente."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:222
msgid "Create an invoice for hours tracked on a ticket"
msgstr "Crear una factura para las horas registradas en un ticket"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:224
msgid ""
"After the customer's issue has been solved, and it is determined no new "
"timesheet entries need to be made, an invoice can be created, and the "
"customer can be billed."
msgstr ""
"Después de que haya resuelto el problema del cliente y haya determinado que "
"no necesita registrar nuevas entradas en la hoja de horas, puede crear una "
"factura para facturar al cliente."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227
msgid ""
"To do this, return to the :abbr:`SO (sales order)` by clicking on the "
":guilabel:`Sales Order` smart button at the top of the ticket."
msgstr ""
"Para hacer esto, regrese a la orden de venta. Haga clic en el botón "
"inteligente :guilabel:`Orden de venta` en la parte superior del ticket."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
msgid ""
"Before creating the invoice, confirm that the number in the "
":guilabel:`Delivered` column matches the total number of :guilabel:`Hours "
"Spent` listed in the :guilabel:`Timesheets` tab on the ticket."
msgstr ""
"Antes de crear la factura, confirme que el número en la columna "
":guilabel:`Entregado` coincide con el número total de :guilabel:`horas "
"utilizadas` que aparece en la pestaña :guilabel:`Hojas de horas` del ticket."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid "View of a sales order with emphasis on the delivered column."
msgstr "Vista de una orden de venta, se destaca la columna \"entregado\"."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:237
msgid ""
"Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create "
"invoice(s)` pop-up window."
msgstr ""
"Al hacer clic en :guilabel:`Crear factura` se abrirá una ventana emergente "
":guilabel:`Crear factura(s)`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:239
msgid ""
"If no down payment is collected, the :guilabel:`Create Invoice` type can "
"remain as :guilabel:`Regular Invoice`. If a down payment is collected, "
"choose between either :guilabel:`Down payment (percentage)` or "
":guilabel:`Down payment (fixed amount)`."
msgstr ""
"Si no se cobra un anticipo, el tipo al :guilabel:`crear factura` puede "
"continuar siendo :guilabel:`factura normal`. Si se cobrará, elija entre "
":guilabel:`Anticipo (porcentaje)` o :guilabel:`Anticipo (cantidad fija)`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:244
msgid ""
"Use the :guilabel:`Timesheets Period` field if this invoice should **only** "
"include timesheets from a certain time period. If this field is left blank, "
"**all** applicable timesheets that have not yet been invoiced will be "
"included."
msgstr ""
"Utilice el campo :guilabel:`Periodo de las hojas de horas` si esta factura "
"**solo** debe incluir las hojas de horas de un periodo determinado. Si deja "
"este campo vacío, se incluirán **todas** las hojas de horas aplicables que "
"aún no se hayan facturado."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
msgid "View of create invoices pop up showing timesheets period fields."
msgstr ""
"Vista de la ventana emergente para crear facturas, aparece el campo de "
"periodo de hojas de horas."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:252
msgid ""
"When the necessary information has been entered, click :guilabel:`Create "
"Draft`. The invoice can then be reviewed, edited, and sent to the customer "
"for payment."
msgstr ""
"Cuando haya introducido la información necesaria, haga clic en "
":guilabel:`Crear borrador`. Ahora puede revisar, editar y enviar la factura "
"al cliente para solicitar el pago."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:256
msgid ""
":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
msgstr ""
":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:257
msgid ":doc:`../../../sales/sales/invoicing/down_payment`"
msgstr ":doc:`../../../sales/sales/invoicing/down_payment`"
#: ../../content/applications/services/helpdesk/overview.rst:5
#: ../../content/applications/services/timesheets/overview.rst:5
msgid "Overview"
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msgstr "Vista general"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:3
msgid "Help Center"
msgstr "Centro de ayuda"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:7
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msgid ""
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"Odoo **Helpdesk** integrates with the **Forums**, **eLearning**, and "
"**Knowledge** apps to create the *Help Center*. The *Help Center* is a "
"centralized location where teams and customers can search for and share "
"detailed information about products and services."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid ""
"Overview of the settings page of a team emphasizing the Help Center "
"features."
msgstr ""
"Vista general de la página de ajustes de un equipo haciendo énfasis en las "
"funciones del centro de ayuda. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:17
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msgid ""
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"To activate any of the *Help Center* features on a *Helpdesk* team, go to "
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
"select a team, or create a :doc:`new one <../../helpdesk>`. Verify the "
":guilabel:`Visibility` of the team is set to :guilabel:`Invited portal users"
" and all internal users (public)` in the :guilabel:`Visibility & Assignment`"
" section."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:22
msgid ""
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"Additionally, the :guilabel:`Website Form` option on the **Helpdesk** team "
"form **must** be enabled to activate any of the *Help Center* features. When"
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" one or more of the *Help Center* features is enabled, the "
":guilabel:`Website Form` is automatically enabled, as well."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:27
msgid ""
"Since all of the *Help Center* features require integration with other "
"applications, enabling any of them may result in the installation of "
"additional modules or applications."
msgstr ""
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"Todas las funciones del *centro de ayuda* están integradas con otras "
"aplicaciones, así que activarlas podría instalar otros módulos o "
"aplicaciones."
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/overview/help_center.rst:30
msgid ""
"Installing a new application on a *One-App-Free* database will trigger a "
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"15-day trial. At the end of the trial, if a `paid subscription "
"<https://www.odoo.com/pricing>`_ has **not** been added to the database, it "
"will no longer be active or accessible."
2024-09-29 07:43:41 +07:00
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:35
msgid ":doc:`Helpdesk Overview <../../helpdesk>`"
msgstr ":doc:`Información general de Soporte al cliente <../../helpdesk>`"
#: ../../content/applications/services/helpdesk/overview/help_center.rst:38
msgid "Knowledge"
msgstr "Información"
#: ../../content/applications/services/helpdesk/overview/help_center.rst:40
msgid ""
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"Odoo's **Knowledge** application is a collaborative library, where users can"
" store, edit, and share information. The **Knowledge** app can be used to "
"publish user guides and :abbr:`FAQs (Frequently Asked Questions)` with "
"customers externally, while also collaborating internally on shared "
"documents."
2024-09-29 07:43:41 +07:00
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:45
msgid ""
"The **Knowledge** app is accessible throughout the database by clicking on "
"the :guilabel:`Knowledge (bookmark)` icon."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
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msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon."
msgstr ""
"Vista de un mensaje en Soporte al cliente, destaca el icono de marcador de "
"Información. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:51
msgid "The Knowledge app is represented by the bookmark icon."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:54
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msgid "Enable Knowledge on a Helpdesk team"
msgstr "Habilitar Información para un equipo de Soporte al cliente"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:56
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msgid ""
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"To enable the **Knowledge** feature on a *Helpdesk* team, go to "
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":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
"select a team, or create a :doc:`new one <../../helpdesk>`."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:59
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msgid ""
"When a team has been selected or created, Odoo displays that team's detail "
"form."
msgstr ""
"Cuando selecciona o crea un equipo, Odoo muestra el formulario detallado de "
"ese equipo. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:61
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msgid ""
"On the team's detail form, scroll down to the :guilabel:`Help Center` "
"section. Then, click the box next to :guilabel:`Knowledge` to activate the "
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"**Knowledge** feature. When clicked, a new field labeled, "
":guilabel:`Article` appears."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:65
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msgid ""
"Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, "
"there is only one option in the drop-down menu titled :guilabel:`Help`, "
"which Odoo provides by default. Select :guilabel:`Help` from the drop-down "
"menu to choose this article."
msgstr ""
"Al hacer clic en el campo :guilabel:`Arículo`, aparecerá un menú "
"desplegable. Al inicio, solo aparecerá la opción de :guilabel:`Ayuda` en el "
"menú que está de manera predeterminada. Seleccione :guilabel:`Ayuda` para "
"elegir este artículo. "
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/help_center.rst:70
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msgid ""
"To create a new article, go to the :menuselection:`Knowledge app`, then "
"hover the cursor next to the :guilabel:`Workspace` section heading, located "
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"in the left sidebar. Moving the cursor there reveals a hidden |plus|."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:74
msgid ""
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"Click the |plus| to create a new article in the :guilabel:`Workspace`. Click"
" the :icon:`fa-share-alt` :guilabel:`Share` icon, and slide the "
":guilabel:`Share to Web` toggle switch until it reads :guilabel:`Article "
"Published`. It can then be added to a **Helpdesk** team."
2024-09-29 07:43:41 +07:00
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:78
msgid ""
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"Once an article has been created and assigned to a **Helpdesk** team, "
"content can be added and organized through the **Knowledge** app."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:82
msgid ""
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":doc:`Editing Knowledge articles "
"<../../../productivity/knowledge/articles_editing>`"
msgstr ""
":doc:`Editar los artículos de Información "
"<../../../productivity/knowledge/articles_editing>`"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:85
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msgid "Search articles from a Helpdesk ticket"
msgstr "Buscar artículos desde un ticket de Soporte al cliente"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:87
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msgid ""
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"When members of a **Helpdesk** team are trying to solve a ticket, they can "
"search through the content in the **Knowledge** app for more information on "
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"the issue."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:90
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msgid ""
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"To search **Knowledge** articles, open a ticket — either from the "
"**Helpdesk** app dashboard, or by going to :menuselection:`Helpdesk app --> "
"Tickets --> All Tickets`, then select a ticket from the list."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:94
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msgid "When a ticket is selected, Odoo reveals that ticket's detail form."
msgstr ""
"Cuando se selecciona un ticket, Odoo muestra el formulario de detalles del "
"ticket."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:96
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msgid ""
"Click the :guilabel:`Knowledge (bookmark)` icon, located at the top-right of"
" the page, to open a pop-up search window."
msgstr ""
"Haga clic en el icono de :guilabel:`Información (marcapáginas)` que se "
"encuentra en la parte superior derecha de la página para así abrir una "
"ventana emergente de búsqueda."
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid "View of knowledge search window from a helpdesk ticket."
msgstr ""
"Vista de la ventana de búsqueda en Información desde un ticket de soporte al"
" cliente. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:103
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msgid ""
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"**Knowledge** articles can also be searched by pressing :command:`Ctrl + K` "
"to open the command palette, then typing :kbd:`?`, followed by the name of "
"the desired article."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:106
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msgid ""
"When Odoo reveals the desired article, click it, or highlight the "
":guilabel:`Article` title, and press :command:`Enter`. This will open the "
"article in the :guilabel:`Knowledge` application."
msgstr ""
"Cuando Odoo muestra el artículo que desea, haga clic en él o subraye el "
"título del :guilabel:`Artículo` y presione :command:`Enter`. Esto abrirá el "
"artículo en la aplicación :guilabel:`Información`. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:109
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msgid "To open the article in a new tab, press :command:`Ctrl + Enter`."
msgstr ""
"Para abrir un artículo en una nueva pestaña, presione las teclas "
":command:`Ctrl + Enter`."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:112
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msgid ""
"If a more in-depth search is required, press :command:`Alt + B`. That "
"reveals a separate page, in which a more detailed search can occur."
msgstr ""
"Si necesita una búsqueda más precisa, presione las teclas :command:`Alt + "
"B`. Esto abrirá una página por separado en dónde puede realizar una búsqueda"
" más detallada. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:116
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msgid "Share an article to the Help Center"
msgstr "Compartir un artículo en el centro de ayuda"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:118
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msgid ""
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"To make a **Knowledge** article available to customers and website visitors,"
" it **must** be published."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:122
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msgid ""
"Even though the *Help* article has been enabled on a team, Odoo does **not**"
" share all the nested articles to the web. Individual articles intended for "
"customers **must** be published for them to be viewable on the website."
msgstr ""
"Aunque haya habilitado el artículo de *Ayuda* en un equipo, Odoo **no** "
"compartirá todos los artículos alojados en la web. Los artículos "
"particulares dirigidos a los clientes **deben** publicarse para que sean "
"visibles en el sitio web. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:126
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msgid ""
"To publish an article, navigate to the desired article, by following the "
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"above steps, and click the :icon:`fa-share-alt` :guilabel:`Share` icon. This"
" reveals a menu. Slide the toggle button labeled :guilabel:`Share to Web` to"
" read :guilabel:`Article Published`."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid "View of a knowledge article focused on sharing and publishing options."
msgstr ""
"Vista de un artículo de Información con énfasis en las opciones de compartir"
" y publicar."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:134
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msgid "Solve tickets with a clipboard box"
msgstr "Solucionar tickets con una caja de portapapeles"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:136
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msgid ""
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"*Clipboard* boxes can be added to **Knowledge** articles to allow content to"
" be reused, copied, sent as messages, or added to the description on a "
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"ticket. This allows teams to maintain consistency when answering customer "
"tickets, and minimize the amount of time spent on responding to repeat "
"questions."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:141
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msgid "Add clipboard boxes to articles"
msgstr "Agregar cajas de portapapeles a los artículos"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:143
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msgid ""
"To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. "
"Click on an existing nested article or create a new one by clicking the "
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"|plus| next to *Help*."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:146
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msgid ""
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"Type :kbd:`/` to open the *powerbox*, and view a drop-down list of "
":doc:`commands <../../../productivity/knowledge/articles_editing>`. Select "
"or type :kbd:`clipboard`. A gray block is then added to the page. Add any "
"necessary content to this block."
2024-09-29 07:43:41 +07:00
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid "View of a clipboard in knowledge with focus on send and copy options."
msgstr ""
"Vista de un portapapeles en Información con énfasis en las opciones de "
"copiar y enviar. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:154
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msgid ""
"Clipboard boxes only display the :guilabel:`Use as description` or "
":guilabel:`Send as Message` options if they are accessed directly from the "
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"**Helpdesk**."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:158
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msgid "Use clipboard boxes in tickets"
msgstr "Usar cajas de portapapeles en los tickets"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:160
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msgid ""
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"Clipboard boxes can be used to respond directly to a **Helpdesk** ticket as "
"a message, or to add information to the ticket's description."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:163
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msgid ""
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"To use clipboard boxes in a **Helpdesk** ticket, first, open a ticket, "
"either from the :guilabel:`Helpdesk` dashboard or by going to "
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":menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a "
"ticket from the list."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:167
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msgid ""
"Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. "
"This opens a search window. In this search window, select, or search, for "
"the desired article. Doing so reveals that article page in the Odoo "
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"**Knowledge** application."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:171
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msgid ""
"To use a clipboard box to respond to a ticket, click :guilabel:`Send as "
"message` in the upper-right corner of the clipboard box, located in the body"
" of the article."
msgstr ""
"Para usar una caja de portapapeles para responder un ticket, haga clic en "
":guilabel:`Enviar como mensaje` en la esquina superior derecha de la casilla"
" de la caja de portapapeles ubicada en el cuerpo del artículo. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:174
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msgid ""
"Doing so opens a :guilabel:`Compose Email` pop-up window. In this window, "
"select the recipients, make any necessary additions or edits to the "
"clipboard content, then click :guilabel:`Send`."
msgstr ""
"Al hacerlo, se abrirá una ventana emergente para :guilabel:`Redactar un "
"correo electrónico`. Ahí, seleccione el destinatario, añada o edite lo que "
"necesite para el contenido del portapapeles, y haga clic en "
":guilabel:`Enviar`. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:178
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msgid ""
"To use a clipboard box to add information to a ticket's description, click "
":guilabel:`Use as description` in the upper-right corner of the clipboard "
"box, located in the body of the article. Doing so does **not** replace the "
"existing text in a ticket's description. The content from the clipboard box "
"is added as additional text."
msgstr ""
"Para usar una caja de portapapeles para añadir información a la descripción "
"de un ticket, haga clic en :guilabel:`Usar como descripción` ubicado en la "
"esquina superior derecha de la caja de portapapeles. Esto **no** reemplazará"
" el texto existente en la descripción de ticket. El contenido de la caja de "
"portapapeles se agrega como texto adicional."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:186
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msgid "Community Forum"
msgstr "Foro de la comunidad "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:188
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msgid ""
"A *Community Forum* provides a space for customers to answer each other's "
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"questions and share information. By integrating a forum with a **Helpdesk** "
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"team, tickets submitted by customers can be converted to posts and shared."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:193
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msgid "Enable forums on a Helpdesk team"
msgstr "Habilitar los foros en un equipo de Soporte al cliente"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:195
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msgid ""
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"To enable :guilabel:`Community Forums` on a **Helpdesk** team, start by "
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"navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk "
"Teams` and select a team, or create a :doc:`new one <../../helpdesk>`."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:199
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msgid ""
"Selecting or creating a team reveals that team's detail form. Scroll down to"
" the :guilabel:`Help Center` section of features, and enable "
":guilabel:`Community Forum`, by checking the box beside it."
msgstr ""
"Seleccionar o crear un equipo abrirá el formulario detallado del equipo. "
"Baje hasta la sección de funciones de :guilabel:`Centro de ayuda` y active "
"la opción :guilabel:`Foro de la comunidad`. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:202
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msgid ""
"When activated, a new field labeled :guilabel:`Forums` appears beneath."
msgstr ""
"Al activarlo, aparecerá un nuevo campo debajo llamado :guilabel:`Foros`. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:204
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msgid ""
"Click the empty :guilabel:`Forums` field to reveal a drop-down menu. By "
"default, there is only one option to begin with, labeled :guilabel:`Help`. "
"That is the option Odoo automatically created when the :guilabel:`Community "
"Forums` feature was enabled. Select :guilabel:`Help` from the drop-down menu"
" to enable that forum."
msgstr ""
"Haga clic en el campo vacío de :guilabel:`Foros` para abrir un menú "
"desplegable. Solo tendrá activada una opción de manera predeterminada "
"llamada :guilabel:`Ayuda`. Es la opción que crea Odoo automáticamente al "
"activar la función de :guilabel:`Foros de la comunidad`. Seleccione "
":guilabel:`Ayuda` del menú desplegable para activar ese foro. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:209
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msgid ""
"To create a new forum, type a name into the blank :guilabel:`Forums` field, "
"then click the :guilabel:`Create and Edit` option. Multiple forums can be "
"selected in this field."
msgstr ""
"Para crear un nuevo foro, escriba un nombre en el campo vacío de "
":guilabel:`Foros`, luego haga clic en la opción de :guilabel:`Crear y "
"Editar`. Puede seleccionar varios foros en este campo. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:213
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msgid ":doc:`Forum documentation <../../../websites/forum>`"
msgstr ":doc:`Documentación del foro <../../../websites/forum>`"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:216
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msgid "Create a forum post from a Helpdesk ticket"
msgstr ""
"Crear una publicación en un foro desde un ticket de soporte al cliente"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:218
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msgid ""
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"When a **Helpdesk** team has a *Forum* enabled, tickets submitted to that "
"team can be converted to forum posts."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:221
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msgid ""
"To do that, select a ticket, either from a team's pipeline or from "
":menuselection:`Tickets --> All Tickets` in the :guilabel:`Helpdesk` "
"application."
msgstr ""
"Para ello seleccione un ticket desde el flujo de un equipo o desde "
":menuselection:`Tickets --> Todos los tickets` en :guilabel:`Soporte al "
"cliente`. "
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:224
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msgid ""
"At the top of the ticket detail form, click the :guilabel:`Share on Forum` "
"button."
msgstr ""
"En la parte superior del formulario de detalles del ticket, haga clic en "
":guilabel:`Compartir en el foro`."
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid ""
"Overview of the Forums page of a website to show the available ones in Odoo "
"Helpdesk."
msgstr ""
"Vista general de la página de foros de un sitio web para mostrar los que "
"están disponibles en el soporte al cliente de Odoo."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:229
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msgid ""
"When clicked, a pop-up window appears. Here, the :guilabel:`Forum` post and "
":guilabel:`Title` can be edited to correct any typos, or modified to remove "
"any proprietary or client information."
msgstr ""
"Cuando se hace clic, aparecerá una ventana emergente. Aquí la publicación "
"del :guilabel:`Foro` y el :guilabel:`Título` se pueden editar para corregir "
"cualquier error de dedo, modificar para quitar cualquier información del "
"cliente o de propiedad."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:232
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msgid ""
":guilabel:`Tags` can also be added to help organize the post in the forum, "
"making it easier for users to locate during a search. When all adjustments "
"have been made, click :guilabel:`Create and View Post`."
msgstr ""
"También se pueden agregar :guilabel:`Etiquetas` para organizar la "
"publicación en el foro y que sea más fácil para los usuarios encontrarla. "
"Cuando todos los ajustes estén listos, haga clic en :guilabel:`Crear y ver "
"publicación`."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:237
msgid "Create a Helpdesk ticket from a forum post"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:239
msgid ""
"Forum posts submitted by portal users can be converted to **Helpdesk** "
"tickets."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:241
msgid ""
"To create a ticket, navigate to a forum post, and click the :icon:`fa-"
"ellipsis-h` :guilabel:`(ellipsis)` icon. Then, click :guilabel:`Create "
"Ticket`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid "A forum post with the create ticket option visible."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:247
msgid ""
"This opens a :guilabel:`Create Ticket` pop-up. Make any necessary edits to "
"the :guilabel:`Create Ticket` field. Then, confirm the :guilabel:`Helpdesk "
"Team` the ticket should be assigned to."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:250
msgid "Click :guilabel:`Create & View Ticket` or :guilabel:`Create Ticket`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:253
msgid "The original forum post is linked in the chatter on the new ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/help_center.rst:256
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msgid "eLearning"
msgstr "eLearning"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:258
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msgid ""
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"Odoo **eLearning** courses offer customers additional training and content "
"in the form of videos, presentations, and certifications/quizzes. Providing "
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"additional training enables customers to work through issues and find "
"solutions on their own. They can also develop a deeper understanding of the "
"services and products they are using."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:264
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msgid "Enable eLearning courses on a Helpdesk team"
msgstr "Habilitar cursos de eLearning para un equipo de Soporte al cliente"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:266
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msgid ""
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"To enable **eLearning** courses on a **Helpdesk** team, go to "
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":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and "
"select a team, or create a :doc:`new one <../../helpdesk>`."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:269
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msgid ""
"On the team's settings page, scroll to the :guilabel:`Help Center` section, "
"and check the box next to :guilabel:`eLearning`. A new field appears below, "
"labeled :guilabel:`Courses`."
msgstr ""
"En la página de ajustes del equipo, diríjase a la sección :guilabel:`Centro "
"de ayuda` y marque la casilla junto a eLearning. Debajo aparecerá un nuevo "
"campo denominado :guilabel:`Cursos`."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:272
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msgid ""
"Click the empty field next to :guilabel:`Courses` beneath the "
":guilabel:`eLearning` feature to reveal a drop-down menu. Select an "
"available course from the drop-down menu, or type a title into the field, "
"and click :guilabel:`Create and edit` to create a new course from this page."
" Multiple courses can be assigned to a single team."
msgstr ""
"Haga clic en el campo vacío junto a :guilabel:`Cursos` debajo de la función "
":guilabel:`eLearning` para desplegar su menú. Seleccione un curso disponible"
" en el menú desplegable. También puede escribir el título en el campo y "
"hacer clic en :guilabel:`Crear y editar` para crear un nuevo curso desde "
"esta página. Puede asignar varios cursos a un solo equipo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/help_center.rst:278
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msgid "Create an eLearning course"
msgstr "Crear un curso en eLearning"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:280
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msgid ""
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"A new **eLearning** course can be created from the :guilabel:`Helpdesk` "
"team's settings page, as in the step above, or from the **eLearning** app."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:283
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msgid ""
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"To create a course directly through the **eLearning** application, navigate "
"to :menuselection:`eLearning --> New`. This reveals a blank course template "
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"that can be customized and modified as needed."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:287
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msgid ""
"On the course template page, add a :guilabel:`Course Title`, and below that,"
" :guilabel:`Tags`."
msgstr ""
"En la página de la plantilla del curso, escriba el :guilabel:`título del "
"curso` y debajo seleccione las :guilabel:`etiquetas`."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:289
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msgid "Click on the :guilabel:`Options` tab."
msgstr "Haga clic en :guilabel:`Opciones`."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:291
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msgid ""
"Under :guilabel:`Access Rights`, select which users are able to view and "
"enroll in the course."
msgstr ""
"En los :guilabel:`permisos de acceso` seleccione qué usuarios pueden ver e "
"inscribirse a este curso."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:293
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msgid ""
"The :guilabel:`Show Course To` field defines who can access the courses. The"
" :guilabel:`Enroll Policy` field specifies how they can register for the "
"course."
msgstr ""
"El campo :guilabel:`Mostrar curso a` define quién puede acceder al curso. El"
" campo :guilabel:`Política de inscripción` especifica cómo se pueden "
"registrar al curso."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:296
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msgid ""
"Under :guilabel:`Display`, choose the preferred course :guilabel:`Type`."
msgstr ""
"En :guilabel:`Mostrar`, seleccione el :guilabel:`Tipo` de curso preferido."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:299
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msgid "Add content to an eLearning course"
msgstr "Agregar contenido a un curso de eLearning"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:301
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msgid ""
"To add content to a course, click the :guilabel:`Content` tab and select "
":guilabel:`Add Content`. Choose the :guilabel:`Content Type` from the drop-"
"down menu and upload the file, or paste the link, where instructed. Click "
":guilabel:`Save` when finished. Click :guilabel:`Add Section` to organize "
"the course in sections."
msgstr ""
"Para agregar contenido a un curso, haga clic en la pestaña "
":guilabel:`Contenido` y seleccione :guilabel:`Agregar contenido`. Elija el "
":guilabel:`tipo de contenido` en el menú desplegable y suba el archivo, o "
"pegue el enlace donde corresponde. Haga clic en :guilabel:`Guardar` cuando "
"haya terminado. Haga clic en :guilabel:`Agregar sección` para organizar el "
"curso en secciones."
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid "View of a course being published for Odoo Helpdesk."
msgstr ""
"Vista de la publicación de un curso desde la aplicación Soporte al cliente "
"de Odoo."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:310
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msgid ""
"In order to add a certification to a course, go to :menuselection:`eLearning"
" --> Configuration --> Settings`, check the box labeled "
":guilabel:`Certifications`, and :guilabel:`Save` to activate the setting."
msgstr ""
"Para agregar una certificación a un curso, vaya a :menuselection:`eLearning "
"--> Configuración --> Ajustes`, seleccione la casilla "
":guilabel:`Certificaciones` y :guilabel:`guarde` para activar este ajuste."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:315
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msgid ""
"`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_"
msgstr ""
"`Tutoriales de Odoo: eLearning <https://www.odoo.com/slides/elearning-56>`_"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:318
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msgid "Publish an eLearning course"
msgstr "Publicar un curso en eLearning"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:320
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msgid ""
"To allow customers to enroll in a course, both the course and the contents "
"**must** be published."
msgstr ""
"Para permitir que los clientes se inscriban a un curso, **debe** publicar el"
" curso y su contenido."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:323
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msgid ""
"If the course is published, but the contents of the course are **not** "
"published, customers can enroll in the course on the website, but they are "
"**not** able to view any of the course content. Knowing this, it may be "
"beneficial to publish the course first, if the course contents are intended "
"to be released over time, such as classes with a weekly schedule."
msgstr ""
"Si publica el curso pero **no** su contenido, los clientes podrán "
"inscribirse al curso en el sitio web pero **no** podrán ver el contenido. Es"
" muy importante que sepa esto, pues es posible que lo mejor sea publicar el "
"curso antes si el contenido estará disponible de forma gradual, por ejemplo,"
" si hay clases con un horario semanal."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/help_center.rst:328
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msgid ""
"To make the entire course available at once, each piece of course content "
"must be published first, then the course can be published."
msgstr ""
"Para que todo el curso esté disponible, primero debe publicar cada parte del"
" contenido, luego podrá publicar el curso."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/help_center.rst:331
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msgid ""
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"To publish a course, choose a course from the **eLearning** dashboard. On "
"the course template page, click the :guilabel:`Go to Website` smart button."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:334
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msgid ""
"This will reveal the front end of the course's web page. At the top of the "
"course web page, move the :guilabel:`Unpublished` toggle switch to "
":guilabel:`Published`."
msgstr ""
"Se le redirigirá al frontend de la página web del curso. Allí, en la parte "
"superior, mueva el interruptor de :guilabel:`Sin publicar` a "
":guilabel:`Publicado`."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:338
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msgid "Publish eLearning course contents from the back-end"
msgstr "Publicar contenido en el curso de eLearning desde el backend"
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:340
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msgid ""
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"To publish **eLearning** course content from the back-end, choose a course "
"from the **eLearning** dashboard. On the course template page, click the "
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":guilabel:`Published Contents` smart button."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:343
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msgid ""
"Doing so reveals a separate page displaying all the published content "
"related to that course. Remove the default :guilabel:`Published` filter from"
" the search bar in the upper-right corner, to reveal all the content related"
" to the course - even the non-published content."
msgstr ""
"La acción anterior abrirá una página que muestra todo el contenido publicado"
" relacionado con ese curso. Elimine el filtro predeterminado "
":guilabel:`Publicado` de la barra de búsqueda en la esquina superior derecha"
" para mostrar todo el contenido relacionado con el curso, incluso el que no "
"está publicado."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/help_center.rst:347
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msgid ""
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"Click the :icon:`oi-view-list` :guilabel:`(list)` icon to switch to list "
"view."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:349
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msgid ""
"While in list view, there is a checkbox on the far-left of the screen, above"
" the listed courses, to the left of the :guilabel:`Title` column title. When"
" that checkbox is clicked, all the course contents are selected at once."
msgstr ""
"En la vista de lista podrá observar una casilla ubicada en el extremo "
"izquierdo de la pantalla, arriba de los cursos, a la izquierda de la columna"
" :guilabel:`Título`. Al seleccionar esa casilla se seleccionarán todos los "
"contenidos del curso."
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#: ../../content/applications/services/helpdesk/overview/help_center.rst:353
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msgid ""
"With all the course content selected, click any of the boxes in the "
":guilabel:`Is Published` column. This reveals a pop-up window, asking for "
"confirmation that all selected records are intended to be published. Click "
":guilabel:`Confirm` to automatically publish all course content."
msgstr ""
"Con todo el contenido del curso seleccionado, haga clic en cualquiera de las"
" casillas de la columna :guilabel:`Está publicado`. Aparecerá una ventana "
"emergente que le solicitará que confirme que desea publicar todos los "
"registros seleccionados, presione :guilabel:`Confirmar` para publicar todo "
"el contenido del curso en automático."
#: ../../content/applications/services/helpdesk/overview/help_center.rst-1
msgid "View of a course contents being published in Odoo Helpdesk back-end."
msgstr ""
"Vista del contenido de un curso que se está publicando desde el backend de "
"la aplicación Soporte al cliente de Odoo."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:3
msgid "Customer ratings"
msgstr "Calificación de clientes"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
msgid ""
"Asking customers to rate the support they received from a *Helpdesk* team "
"provides an opportunity to gauge team performance and track customer "
"satisfaction. Ratings can be published on the portal, providing customers "
"with a general overview of the team's performance."
msgstr ""
"Si sus clientes califican la ayuda que recibieron de un equipo de *soporte "
"al cliente* podrá medir el rendimiento de su equipo y llevar seguimiento de "
"la satisfacción del cliente. Puede publicar estas calificaciones en el "
"portal, así sus clientes tendrán una visión general del rendimiento del "
"equipo."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
msgid "Enable customer ratings on Helpdesk teams"
msgstr ""
"Habilitar calificaciones de clientes en los equipos de Soporte al cliente"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:14
msgid ""
"To enable *customer ratings* on a helpdesk team, navigate to "
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a"
" team from the list and click on it to open the settings page. Scroll to the"
" :guilabel:`Performance` section, and tick the :guilabel:`Customer Ratings` "
"checkbox."
msgstr ""
"Para habilitar las *calificaciones de los clientes* en un equipo de soporte "
"al cliente, vaya a :menuselection:`Soporte al cliente --> Configuración --> "
"Equipos de soporte al cliente`, seleccione uno de la lista y haga clic en él"
" para abrir la página de ajustes. Vaya a la sección :guilabel:`Rendimiento` "
"y seleccione la casilla :guilabel:`Calificación de clientes`."
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
msgid ""
"Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n"
"in Odoo Helpdesk."
msgstr ""
"Vista general de la página de ajustes de un equipo de soporte al cliente, la función de calificación de tickets aparece en un recuadro rojo\n"
"en la aplicación Soporte al cliente de Odoo"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:25
msgid "Set a ratings request email template on a stage"
msgstr ""
"Establecer una plantilla de correo electrónico para solicitar una "
"calificación"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:27
msgid ""
"To automatically request ratings from customers once their tickets have "
"closed, an email template should be added to the appropriate stage."
msgstr ""
"Para solicitar calificaciones a los clientes de forma automática una vez que"
" sus tickets se hayan cerrado, debe agregar una plantilla de correo "
"electrónico a la etapa correspondiente."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:30
msgid ""
"After the :guilabel:`Customer Ratings` :ref:`setting has been enabled "
"<helpdesk/enable-ratings>` on the team's settings page, click the "
":guilabel:`Set an Email Template on Stages` link. Select a stage from the "
"list, or click :guilabel:`New` to create a new stage."
msgstr ""
"Una vez que haya :ref:`habilitado <helpdesk/enable-ratings>` la "
":guilabel:`calificación de clientes` en la página de ajustes del equipo, "
"haga clic en :guilabel:`Establecer una plantilla de correo electrónico en "
"etapas`. Seleccione una etapa de la lista o haga clic en :guilabel:`Nuevo` "
"para crear una."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:35
msgid ""
"Customers should only be asked to rate tickets once an issue has been "
"resolved and their ticket is *closed*. Therefore, a *ratings request* email "
"should **only** be added to a stage that is folded in the Kanban, as tickets"
" in a *folded stage* are considered closed."
msgstr ""
"Solo debe solicitar a los clientes que califiquen los tickets cuando se haya"
" solucionado el problema y su ticket esté *cerrado*. Por lo tanto, **solo** "
"debe agregar un correo electrónico para la *solicitud de calificación* a una"
" etapa plegada en kanban, pues los tickets en estas etapas se consideran "
"cerrados."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:39
msgid ""
"On the stage's settings page, select the template, `Helpdesk: Ticket Rating "
"Request` in the :guilabel:`Email Template` field. This template has been "
"preconfigured with ratings customers can use to provide feedback. To view "
"the template, click the arrow button to the right of the field."
msgstr ""
"En la página de ajustes de la etapa, seleccione `Soporte al cliente: "
"solicitud de calificación de ticket` en el campo :guilabel:`Plantilla de "
"correo electrónico`. Esta plantilla se encuentra preconfigurada con "
"calificaciones que los clientes pueden usar para proporcionar "
"retroalimentación. Para ver la plantilla, haga clic en la flecha en el lado "
"derecho del campo."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:43
msgid ""
"After the template is added to the stage, it automatically sends a message "
"when a ticket is moved to that stage. Customers are then asked to rate the "
"support they received with colored icons."
msgstr ""
"Una vez que agregó la plantilla a la etapa, se enviará un mensaje de forma "
"automática en cuanto un ticket se mueva a esta. Se les solicitará a los "
"clientes que califiquen la ayuda que recibieron con iconos de colores."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:46
msgid "*Green smiling face* - Satisfied"
msgstr "*Carita feliz verde* - Satisfecho"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:47
msgid "*Yellow neutral face* - Okay"
msgstr "*Carita neutra amarilla* - Bien"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:48
msgid "*Red frowning face* - Dissatisfied"
msgstr "*Carita fruncida roja* - Inconforme"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:50
msgid ""
"After selecting a rating, customers are taken to a webpage where they can "
"provide specific written feedback to support their rating. The rating is "
"then submitted, and the rating, as well as any additional comments, are "
"added to the chatter on the ticket."
msgstr ""
"Los clientes podrán escribir retroalimentación que complemente su "
"calificación en el sitio web al que serán redirigidos después de seleccionar"
" una calificación. Una vez que se envía, esta se agrega junto con los "
"comentarios correspondientes al chatter del ticket."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:55
msgid ""
"Customer ratings can also be viewed through the :guilabel:`Customer Ratings`"
" report. To view this report, go to :menuselection:`Helpdesk app --> "
"Reporting --> Customer Ratings`."
msgstr ""
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"También puede visualizar las calificaciones de los clientes en un informe "
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"especializado. Para verlo, vaya a :menuselection:`Soporte al cliente --> "
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"Informes --> Calificación de clientes`."
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/overview/ratings.rst:59
msgid ":doc:`../../../general/companies/email_template`"
msgstr ":doc:`../../../general/companies/email_template`"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:62
msgid "Publish ratings on the customer portal"
msgstr "Publicar calificaciones en el portal del cliente"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:64
msgid ""
"After enabling the :guilabel:`Customer Ratings` setting, an option to "
"publish ratings on the team's website appears. Enabling this setting "
"provides portal users with an overview of the ratings the team has received "
"over the last thirty days. Specific written feedback will not be included; "
"only statistics of the team's performance will be visible."
msgstr ""
"Tras habilitar los ajustes para :guilabel:`calificaciones de clientes`, "
"aparece una opción para publicarlas en el sitio web del equipo. Habilitar "
"esta configuración permite que los usuarios del portal obtengan un resumen "
"de las calificaciones que el equipo ha recibido en los últimos treinta días."
" No se incluyen comentarios específicos por escrito, solo las estadísticas "
"del rendimiento del equipo."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:70
msgid ""
"To display ratings on the customer portal, a team **must** have their "
"visibility setting set to :guilabel:`Invited portal users and all internal "
"users (public)`. To enable this setting, navigate to "
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a"
" team from the list and click on it to open the settings page. Scroll to the"
" :guilabel:`Visibility & Assignment` section, and tick the "
":guilabel:`Invited portal users and all internal users (public)` checkbox."
msgstr ""
"El equipo **debe** tener la visibilidad establecida en :guilabel:`Usuarios "
"del portal invitados y todos los usuarios internos (público)` para mostrar "
"las calificaciones en el portal del cliente. Para habilitar esta función "
"vaya a :menuselection:`Soporte al cliente --> Configuración --> Equipos de "
"soporte al cliente`. Seleccione uno de la lista y haga clic en él para abrir"
" la página de ajustes, vaya a la sección :guilabel:`Visibilidad y "
"asignación` y seleccione la casilla de :guilabel:`Usuarios del portal "
"invitados y todos los usuarios internos (público)`."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:77
msgid ""
"Next, to publish the ratings, go to :menuselection:`Helpdesk app--> "
"Configuration --> Helpdesk Teams` and select a team. Scroll to "
":guilabel:`Performance` and tick the checkbox for :guilabel:`Publish this "
"team's ratings on your website`."
msgstr ""
"A continuación, para publicar las calificaciones, vaya a "
":menuselection:`Soporte al cliente --> Configuración --> Equipos de soporte "
"al cliente` y seleccione uno. Diríjase a la sección :guilabel:`Rendimiento` "
"y habilite :guilabel:`Publique la calificación de este equipo en su sitio "
"web`."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:81
msgid ""
"To view the ratings for a team, a customer will log into the portal and "
"navigate to one of their tickets. After clicking on the team name in the "
":guilabel:`Managed By` field, they will be directed to a page with the "
"team's ratings over the past thirty days."
msgstr ""
"Para ver las calificaciones de un equipo, el cliente debe iniciar sesión en "
"el portal e ir a uno de sus tickets. Luego de hacer clic en el nombre del "
"equipo en el campo :guilabel:`Gestionado por`, se le redirigirá a una página"
" con las calificaciones del equipo en los últimos treinta días."
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
#: ../../content/applications/services/helpdesk/overview/ratings.rst-1
msgid "View of the ratings performance overview from the customer portal."
msgstr ""
"Vista del resumen del rendimiento de las calificaciones desde el portal del "
"cliente."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:90
msgid ":doc:`Portal access <../../../general/users/portal>`"
msgstr ":doc:`Acceso al portal <../../../general/users/portal>`"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:93
msgid "Manually hide individual ratings"
msgstr "Ocultar de forma manual las calificaciones individuales"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:95
msgid ""
"Individual ratings can be manually hidden from the portal. This allows for "
"specific ratings to be kept out of the performance metrics shared with "
"customers."
msgstr ""
"Puede ocultar de forma manual las calificaciones desde el portal. Esto "
"permite que ciertas calificaciones se excluyan de las métricas de "
"rendimiento que comparte con los clientes."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:98
msgid ""
"To make a rating visible only to internal users, navigate to the page for a "
"rating. This can be done in one of the following ways:"
msgstr ""
"Para que solo los usuarios internos puedan visualizar una calificación, vaya"
" a la página correspondiente. Puede hacerlo de una de estas maneras:"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:101
msgid ""
"Go to :menuselection:`Helpdesk app --> Reporting --> Customer Ratings` and "
"click on one of the Kanban cards for an individual rating."
msgstr ""
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"Vaya a :menuselection:`Soporte al cliente --> Informes --> Calificación de "
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"clientes` y haga clic en una de las tarjetas de kanban para consultar su "
"calificación."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:103
msgid ""
"Navigate to :menuselection:`Helpdesk app--> Tickets --> All Tickets` and "
"remove the :guilabel:`Open` filter from the search bar. Then filter by "
":guilabel:`Satisfied`, :guilabel:`Okay` and/or :guilabel:`Dissatisfied`. "
"Select a ticket from the results. Click the :guilabel:`Rating` smart button."
msgstr ""
"Vaya a :menuselection:`Soporte al cliente --> Tickets --> Todos los tickets`"
" y elimine el filtro :guilabel:`Abierto` de la barra de búsqueda. Luego "
"filtre por :guilabel:`Satisfecho`, :guilabel:`Regular` o "
":guilabel:`Inconforme`. Seleccione un ticket de entre los resultados. Haga "
"clic en el botón inteligente :guilabel:`Calificación`."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:108
msgid ""
"Once on the rating details page, check the :guilabel:`Visible Internally "
"Only` box."
msgstr ""
"Una vez que se encuentre en la página de detalles de la calificación, marque"
" la casilla :guilabel:`Visible solo de forma interna`."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:115
msgid ":doc:`../advanced/close_tickets`"
msgstr ":doc:`../advanced/close_tickets`"
#: ../../content/applications/services/helpdesk/overview/ratings.rst:116
msgid ":doc:`reports`"
msgstr ":doc:`reports`"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3
msgid "Receiving tickets"
msgstr "Recepción de tickets"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5
msgid ""
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"Odoo's **Helpdesk** app offers multiple channels where customers can reach "
"out for assistance, such as email, live chat, and through a website's "
"submission form. The variety of these contact options provides customers "
"with multiple opportunities to receive support quickly while also allowing "
"the support team to manage multi-channel support tickets from one central "
"location."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11
msgid "Enable channel options to submit tickets"
msgstr "Habilitar las opciones de canales para enviar tickets"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13
msgid ""
"Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, "
"and choose an existing team, or click :guilabel:`New` to :doc:`create a new "
"team <../../helpdesk>`."
msgstr ""
"Vaya a :menuselection:`Soporte al cliente --> Configuración --> Equipos de "
"soporte al cliente` y elija un equipo existente o haga clic en "
":guilabel:`Nuevo` para :doc:`crear un nuevo equipo <../../helpdesk>`."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:16
msgid ""
"On the team's settings page, scroll down to the :guilabel:`Channels` and "
":guilabel:`Help Center` sections. Enable one or more channels by checking "
"the respective boxes."
msgstr ""
"En la página de ajustes del equipo, baje a las secciones :guilabel:`Canales`"
" y :guilabel:`Centro de ayuda`. Puede marcar las cajas respectivas para "
"activar uno o más canales."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:19
msgid ":ref:`Email Alias <helpdesk/receiving_tickets/email-alias>`"
msgstr ""
":ref:`Seudónimo de correo electrónico <helpdesk/receiving_tickets/email-"
"alias>`"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:20
msgid ":ref:`Live Chat <helpdesk/receiving_tickets/live-chat>`"
msgstr ":ref:`Chat en vivo <helpdesk/receiving_tickets/live-chat>`"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21
msgid ":ref:`Website Form <helpdesk/receiving_tickets/website-form>`"
msgstr ":ref:`Foro del sitio web <helpdesk/receiving_tickets/website-form>`"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26
msgid "Email Alias"
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msgstr "Alias de correo electrónico"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:28
msgid ""
"The *Email Alias* setting creates tickets from messages sent to that team's "
"specified email alias."
msgstr ""
"La opción *seudónimo de correo electrónico* crea tickets a partir de "
"mensajes que recibe esta dirección de correo."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:31
msgid ""
"The following steps are for **Odoo Online** and **Odoo.sh** databases. For "
"**On-premise** databases, external servers are required for email aliases."
msgstr ""
"Los siguientes pasos son para las bases de datos **Odoo en línea** y "
"**Odoo.sh**. Para bases de datos **locales** se necesitan servidores "
"externos para los seudónimos de los correos electrónicos."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:34
msgid ""
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"When a new **Helpdesk** team is created, an email alias is created for it. "
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"This alias can be changed on the team's settings page."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37
msgid ""
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"To change a **Helpdesk** team's email alias, navigate to "
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":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
"click on a team name to open its settings page."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:40
msgid ""
"Then, scroll to :menuselection:`Channels --> Email Alias`. In the "
":guilabel:`Alias` field, type the desired name for the team's email alias."
msgstr ""
"Después, baje a :menuselection:`Canales --> Seudónimo de correo`. En el "
"campo :guilabel:`Seudónimo` escriba el nombre deseado para el seudónimo de "
"correo electrónico del equipo."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
msgid ""
"View of the settings page of a Helpdesk team emphasizing the email alias feature in Odoo\n"
"Helpdesk."
msgstr ""
"Vista de la página de ajustes de un equipo de soporte al cliente en la que se resalta la función de seudónimo de correo electrónico en la aplicación\n"
"Soporte al cliente de Odoo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:48
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msgid ""
"Custom email domains are **not** required in order to use an email alias, "
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"however, they can be configured through the **Settings** app."
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msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:51
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msgid ""
"If the database does not have a custom domain already configured, click "
":guilabel:`Set an Alias Domain` to be redirected to the :guilabel:`Settings`"
" page. From there, enable :guilabel:`Custom Email Servers`."
msgstr ""
"Si la base de datos no tiene un dominio personalizado, haga clic en "
":guilabel:`configurar un seudónimo de dominio` para ir a la página de "
":guilabel:`ajustes`. Ahí, habilite la opción :guilabel:`servidores de correo"
" electrónico personalizados`."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:55
2024-09-29 07:43:41 +07:00
msgid ""
"When an email is received, the subject line becomes the title of a new "
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"**Helpdesk** ticket. The body of the email is also added to the ticket, "
"under the :guilabel:`Description` tab, and in the ticket's chatter."
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msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:62
2024-09-29 07:43:41 +07:00
msgid "Live Chat"
msgstr "Chat en vivo"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:64
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msgid ""
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"The **Live Chat** feature lets website visitors connect directly with a "
"support agent or chatbot. **Helpdesk** tickets can be instantly created "
"during these conversations using the :doc:`response command "
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"</applications/websites/livechat/responses>` `/ticket`."
msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68
2024-09-29 07:43:41 +07:00
msgid ""
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"To enable **Live Chat**, navigate to the :menuselection:`Helpdesk app --> "
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"Configuration --> Helpdesk Teams` list view, select a team, and on the "
"team's settings page, click the checkbox next to :guilabel:`Live Chat`, "
"under the :guilabel:`Channels` section."
msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:73
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msgid ""
"If this is the first time :doc:`Live Chat </applications/websites/livechat>`"
" has been enabled on the database, the page may need to be saved manually "
"and refreshed before any further steps can be taken."
msgstr ""
"Si es la primera vez que se habilita la función :doc:`chat en vivo "
"</applications/websites/livechat>` en la base de datos, puede que deba "
"guardar la página de forma manual y actualizar antes de continuar con los "
"siguientes pasos."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77
2024-09-29 07:43:41 +07:00
msgid ""
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"After the :guilabel:`Live Chat` setting is enabled on a **Helpdesk** team, a"
" new **Live Chat** channel is created. Click on :guilabel:`Configure Live "
"Chat Channel` to update the channel's settings."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:82
msgid "Live Chat channel configuration"
msgstr "Configuración del canal de chat en vivo"
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:84
msgid ""
"On the channel's settings page, :guilabel:`Channel Name` can be edited, "
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"though, Odoo names the channel to match the **Helpdesk** team name, by "
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"default."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88
msgid ""
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"If a **Helpdesk** team is named `Customer Care`, a **Live Chat** channel is "
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"created called `Customer Care`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
msgid "View of the Kanban cards for the available Live Chat channels."
msgstr ""
"Vista de las tarjetas de Kanban que están disponibles en los canales del "
"chat en vivo."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:94
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msgid "On the channel form, navigate through the tabs to complete the setup."
msgstr ""
"En el formulario del canal, revise las pestañas para completar la "
"configuración."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:97
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msgid "Operators tab"
msgstr "Pestaña de los operadores"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:99
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msgid ""
"*Operators* are the users who act as agents and respond to live chat "
"requests from customers. The user who created the live chat channel is added"
" by default."
msgstr ""
"Los *operadores* son los usuarios que trabajan como agentes y responden las "
"solicitudes que los clientes hacen en el chat en vivo. El usuario que cree "
"el canal de chat en vivo se agregará como participante en automático."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:102
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msgid ""
"To add additional users, click on the :guilabel:`Operators` tab, then click "
":guilabel:`Add`."
msgstr ""
"Para agregar usuarios nuevos, haga clic en la pestaña :guilabel:`Operadores`"
" y después haga clic en :guilabel:`Agregar`."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:104
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msgid ""
"Click the checkbox next to the users to be added on the :guilabel:`Add: "
"Operators` pop-up window that appears, then click :guilabel:`Select`."
msgstr ""
"Haga clic en la casilla ubicada junto a los usuarios para agregarlos en la "
"ventana emergente :guilabel:`Agregar: operadores`, después haga clic en "
":guilabel:`Seleccionar`."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:107
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msgid "Click :guilabel:`New` to create new operators, if needed."
msgstr ""
"Haga clic en :guilabel:`Nuevo` para crear un nuevo operador si lo necesita."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109
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msgid ""
"When the desired addition is complete, click :guilabel:`Save & Close`, or "
":guilabel:`Save & New` to add multiple new operators."
msgstr ""
"Cuando termine de agregar a un usuario haga clic en :guilabel:`Guardar y "
"cerrar` o :guilabel:`Guardar y crear nuevo` si quiere agregar a varios "
"operadores."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:113
2024-09-29 07:43:41 +07:00
msgid ""
"Creating a new user can impact the status of an Odoo subscription, as the "
"total number of users in a database counts towards the billing rate. Proceed"
" with caution before creating a new user. If a user already exists, adding "
"them as an operator will **not** alter the subscription or billing rate for "
"a database."
msgstr ""
"Antes de crear un nuevo usuario piense si de verdad es necesario, pues crear"
" uno puede cambiar el estado de una suscripción de Odoo porque el número "
"total de usuarios en una base de datos se toma en cuenta para calcular el "
"precio que pagará. Si el usuario ya existe y lo agrega como operador **no** "
"modificará su suscripción ni el importe que paga por su base de datos."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:118
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msgid ""
"Additionally, current operators can be edited or removed by clicking on "
"their respective boxes in the :guilabel:`Operators` tab, and then adjusting "
"their form values on the pop-up form that appears, or by using one of the "
"buttons located at the bottom of the form, such as :guilabel:`Remove`."
msgstr ""
"Además, puede editar o eliminar los operadores actuales al hacer clic en sus"
" respectivas casillas en la pestaña :guilabel:`operadores` y ajustar los "
"valores en el formulario emergente que aparece, o al hacer clic en uno de "
"los botones de formulario que se ubican al final del formulario, como "
":guilabel:`eliminar`."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:123
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msgid ""
"Users can add themselves as an operator by clicking the :guilabel:`Join "
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"Channel` button on a **Live Chat** channel."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0
msgid ""
"View of a live chat channel Kanban card with the join button emphasized."
msgstr ""
"Vista de kanban de un canal de chat en vivo con el botón unirse al canal "
"resaltado."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:130
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msgid "Options tab"
msgstr "Pestaña de opciones"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:132
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msgid ""
"The :guilabel:`Options` tab contains the visual and text settings for the "
"live chat window."
msgstr ""
"La pestaña :guilabel:`opciones` contiene los ajustes visuales y de texto de "
"la ventana de chat en vivo."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
msgid "View of the options tab of a Live Chat channel's settings."
msgstr "Vista de la pestaña de opciones en los ajustes del chat en vivo."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:137
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msgid ""
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":guilabel:`Notification Text`: This field updates the greeting displayed in "
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"the text bubble when the live chat button appears on the website."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:140
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msgid ""
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":guilabel:`Livechat Button Color`: This field alters the color of the live "
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"chat button as it appears on the website. To change the color, click on a "
"color bubble to open the color selection window, then click and drag the "
"circle along the color gradient. Click out of the selection window once "
"complete. Click the refresh icon to the right of the color bubbles to reset "
"the colors to the default selection."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:146
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:177
msgid ":guilabel:`Show`: The chat button displays on the selected page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:147
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179
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msgid ""
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":guilabel:`Show with notification`: The chat button is displayed, with the "
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"addition of the :guilabel:`Notification text` from the :guilabel:`Options` "
"tab."
msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:149
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:182
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msgid ""
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":guilabel:`Open automatically`: The chat button is displayed, and "
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"automatically opens the chat window after a designated amount of time. The "
"amount of time is designated in the :guilabel:`Open automatically timer` "
"field, which appears only when this display option is selected."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:152
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186
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msgid ""
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":guilabel:`Hide`: The chat button is hidden from display on the webpage."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:155
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msgid ""
"Color selection, for the button or header, can be made manually, or through "
"RGB, HSL, or HEX code selection. Different options are available, depending "
"on the operating system or browser."
msgstr ""
"Puede seleccionar un color, ya sea para el botón o para el encabezado, de "
"forma manual o mediante la selección de código RGB, HSL o HEX. Hay distintas"
" opciones disponibles dependiendo de su sistema operativo y su navegador."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159
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msgid "Channel Rules tab"
msgstr "Pestaña de reglas del canal"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:161
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msgid ""
"The :guilabel:`Channel Rules` tab determines when the live chat window opens"
" on the website by logic of when a :guilabel:`URL Regex` action is triggered"
" (e.g., a page visit)."
msgstr ""
"La pestaña :guilabel:`reglas del canal` determina cuando el sitio web abre "
"la ventana de chat en vivo mediante la lógica al activar una acción de "
":guilabel:`Regex de URL` (por ejemplo, una visita a la página)."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165
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msgid ""
"A regex, or regular expression, is sometimes referred to as a rational "
"expression. It is a sequence of characters that specifies a match pattern in"
" text. A match is made within the given range of numbers or for the set of "
"characters."
msgstr ""
"Una expresión regular, o regex, también conocida como \"expresión "
"racional\", es una secuencia de caracteres que especifica un patrón de "
"coincidencia en un texto. Se realiza una coincidencia dentro del rango de "
"números o para el grupo de caracteres."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169
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msgid ""
"Edit existing rules by selecting them from the :guilabel:`Channel Rules` "
"tab, or create a new rule by clicking :guilabel:`Add a line`."
msgstr ""
"Para editar reglas existentes selecciónelas en la pestaña :guilabel:`Reglas "
"del canal`, o haga clic en :guilabel:`Agregar una línea`."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:172
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msgid ""
"Then, proceed to configure the details for how the rule should apply on the "
"pop-up form that appears."
msgstr ""
"Después, configure los detalles sobre cómo se debe aplicar la regla en el "
"formulario emergente que aparece"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:175
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msgid "Choose how the *Live Chat Button* displays on the webpage."
msgstr ""
"Seleccione cómo se muestra el *botón de chat en vivo* en la página web."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:188
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msgid ""
"To include a :guilabel:`Chatbot` on this channel, select it from the drop-"
"down menu. If the chatbot should only be active when no operators are "
"available, check the box labeled :guilabel:`Enabled only if no operator`."
msgstr ""
"Para incluir un :guilabel:`bot de chat` en este canal selecciónelo desde el "
"menú desplegable. Seleccione la casilla :guilabel:`Habilitado solo si no hay"
" un operador` si el bot de chat solo estará activo cuando no haya operadores"
" activos."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:193
2024-09-29 07:43:41 +07:00
msgid ""
"If a :doc:`chatbot </applications/websites/livechat/chatbots>` is added to a"
" live chat channel, a new :guilabel:`Chatbots` smart button appears on the "
"channel settings form. Click here to create and update the chatbot *script*."
msgstr ""
"Si agrega un :doc:`bot de chat </applications/websites/livechat/chatbots>` "
"al canal de chat en vivo aparecerá un nuevo botón inteligente de "
":guilabel:`bots de chat` en el formulario de ajustes del canal. Haga clic "
"aquí y actualice el *script* del bot de chat."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197
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msgid ""
"Each line in the script contains a :guilabel:`Message`, :guilabel:`Step "
"Type`, :guilabel:`Answers`, and conditional *Only If* logic that applies "
"when certain pre-filled answers are chosen."
msgstr ""
"Cada línea en el script contiene un :guilabel:`Mensaje`, :guilabel:`Tipo de "
"paso`, :guilabel:`Respuestas` y una lógica condicional *solo si* que se "
"aplica cuando algunas respuestas predeterminadas se seleccionan."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201
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msgid ""
"To create more steps in the script, click :guilabel:`Add a line`, and fill "
"out the script steps form, according to the desired logic."
msgstr ""
"Para crear más pasos en el script haga clic en :guilabel:`Agregar una línea`"
" y llene el formulario de pasos de script, según la lógica deseada."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:204
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msgid ""
"Add the URLs for the pages where the channel should appear in the "
":guilabel:`URL Regex` field. Only the path from the root domain is needed, "
"not the full URL."
msgstr ""
"Agregar las URL para las páginas donde el canal debe aparecer en el campo "
":guilabel:`Expresión regular de URL`. Solo se necesita la ruta del dominio "
"principal, no la URL completa."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:207
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msgid ""
"If this channel should only be available to users in specific countries, add"
" those countries to the :guilabel:`Country` field. If this field is left "
"blank, the channel is available to all site visitors."
msgstr ""
"Si este canal solo debe estar disponible para los usuarios de ciertos "
"países, agregue los países al campo :guilabel:`País`. Si deja este campo "
"vacío, el canal estará disponible para todos los visitantes."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:215
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msgid "Widget tab"
msgstr "Pestaña de widget"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:217
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msgid ""
"The :guilabel:`Widget` tab on the live chat channel form offers a website "
"widget that can be added to third-party websites. Additionally, a URL is "
"available, that can provide instant access to a live chat window."
msgstr ""
"La pestaña :guilabel:`Widget` en el formulario del canal de chat en vivo "
"ofrece un widget de sitio web que se puede agregar a sitios web externos. "
"Además, hay una URL disponible que le puede brindar acceso inmediato a la "
"ventana de chat en vivo."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:221
2024-09-29 07:43:41 +07:00
msgid ""
"The live chat :guilabel:`Widget` can be applied to websites created through "
"Odoo by navigating to the :menuselection:`Website app --> Configuration --> "
"Settings --> Email & Marketing`. Then, scroll to the :guilabel:`Live Chat` "
"field, and select the channel to add to the site. Click :guilabel:`Save` to "
"apply."
msgstr ""
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"Puede agregar el :guilabel:`widget` de chat en vivo a los sitios web que "
"creó en Odoo. Vaya a :menuselection:`Sitio web --> Configuración --> "
"Ajustes --> Correo electrónico y marketing`, diríjase a la sección "
":guilabel:`Chat en vivo` y seleccione el canal que agregará al sitio. Haga "
"clic en :guilabel:`Guardar` para aplicar los cambios."
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226
2024-09-29 07:43:41 +07:00
msgid ""
"To add the widget to a website created on a third-party website, click the "
":guilabel:`Copy` button next to the first listed code, and paste the code "
"into the `<head>` tag on the site."
msgstr ""
"Si desea agregar el widget a un sitio web que creó en un sitio web externo, "
"solo haga clic en el botón :guilabel:`Copiar` que se encuentra a un lado "
"del primer código enlistado y pegue el código en la etiqueta `<head>` del "
"sitio."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:229
2024-09-29 07:43:41 +07:00
msgid ""
"To send a live chat session to a customer or supplier, click the "
":guilabel:`Copy` button next to the second listed code, and send the URL via"
" email."
msgstr ""
"Para enviar una sesión de chat en vivo a un cliente o un proveedor, haga "
"clic en el botón :guilabel:`Copiar` que se encuentra a un lado del segundo "
"código enlistado y envíe la URL por correo electrónico."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:233
2024-09-29 07:43:41 +07:00
msgid "Create a support ticket from a live chat session"
msgstr "Crear un ticket de soporte a partir de una sesión de chat en vivo"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:235
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msgid ""
"Operators who have joined a live chat channel are able to communicate with "
"site visitors in real-time."
msgstr ""
"Los operadores que se unieron al chat en vivo pueden comunicarse con los "
"visitantes al sitio web en tiempo real."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238
2024-09-29 07:43:41 +07:00
msgid ""
"During the conversation, an operator can use the shortcut :doc:`command "
"</applications/websites/livechat/responses>` `/ticket` to create a ticket "
"without leaving the chat window. The transcript from the conversation is "
"added to the new ticket, under the :guilabel:`Description` tab."
msgstr ""
"Durante la conversación, el operador puede utilizar el :doc:`comando "
"</applications/websites/livechat/responses>` de atajo `/ticket` para crear "
"un ticket sin salir de la ventana de chat. La transcripción de la "
"conversación se agregará al nuevo ticket en la pestaña "
":guilabel:`descripción`."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:244
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msgid ""
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"**Helpdesk** tickets can also be created through the :doc:`WhatsApp "
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"</applications/productivity/whatsapp>` app using the same `/ticket` command."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:250
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msgid "Website Form"
msgstr "Formulario de sitio web"
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:252
2024-09-29 07:43:41 +07:00
msgid ""
"Enabling the *Website Form* setting adds a new page to the website with a "
"customizable form. A new ticket is created once the required form fields are"
" filled out and submitted."
msgstr ""
"Habilitar el ajuste *formulario de sitio web* agrega una nueva página al "
"sitio web que incluye un formulario personalizable. Al completar y enviar el"
" formulario, se crea un nuevo ticket."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255
2024-09-29 07:43:41 +07:00
msgid ""
"To activate the website form, navigate to a team's settings page under "
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and "
"selecting the desired team from the list."
msgstr ""
"Para activar el formulario de sitio web, vaya a la página de ajustes de un "
"equipo desde :menuselection:`Soporte al cliente --> Configuración --> "
"Equipos de soporte al cliente` y seleccione el equipo deseado de la lista."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:258
2024-09-29 07:43:41 +07:00
msgid ""
"Then, locate the :guilabel:`Website Form` feature, under the :guilabel:`Help"
" Center` section, and check the box."
msgstr ""
"Después, busque la función :guilabel:`Formulario del sitio web` en la "
"sección :guilabel:`Centro de ayuda` y marque la casilla."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:261
2024-09-29 07:43:41 +07:00
msgid ""
"If more than one website is active on the database, confirm the correct "
"website is listed in the :guilabel:`Website` field. If not, select the "
"correct one from the drop-down list."
msgstr ""
"Si hay más de un sitio web activo en la base de datos, confirme que en el "
"campo :guilabel:`Sitio web` esté solo el sitio web correcto. De lo "
"contrario, seleccione el correcto en la lista desplegable del campo."
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#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:264
2024-09-29 07:43:41 +07:00
msgid ""
"After the feature is activated, click the :guilabel:`Go to Website` smart "
"button at the top of the :guilabel:`Teams` settings page to view and edit "
"the new website form, which is created automatically by Odoo."
msgstr ""
"Después de activar la función, haga clic en el botón inteligente "
":guilabel:`Ir al sitio web` en la parte superior de la página de ajustes "
":guilabel:`Equipos` para ver y editar el formulario de sitio web, el cual "
"Odoo crea de manera automática."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269
2024-09-29 07:43:41 +07:00
msgid ""
"After enabling the :guilabel:`Website Form` setting, the team's settings "
"page may need to be refreshed before the :guilabel:`Go to Website` smart "
"button appears."
msgstr ""
"Al habilitar el :guilabel:`formulario del sitio web` es posible que necesite"
" actualizar la página de ajustes del equipo para que aparezca el botón "
"inteligente :guilabel:`Ir al sitio web`."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:272
2024-09-29 07:43:41 +07:00
msgid ""
"Additionally, if a *Help Center* is published, the smart button navigates "
"there first. Simply click the :guilabel:`Contact Us` button, at the bottom "
"of the forum, to navigate to the ticket submission form."
msgstr ""
"Además, si publica un *centro de ayuda*, el botón inteligente le llevará ahí"
" primero. Solo haga clic en el botón :guilabel:`contáctenos` al final de la "
"página del foro para ir al formulario de envío de tickets."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
msgid ""
"View of the settings page of a helpdesk team emphasizing the Go to Website button in\n"
"Odoo Helpdesk."
msgstr ""
"Vista de la página de ajustes de un equipo de servicio en la que se hace énfasis en el botón \"Ir al sitio web\" en la aplicación\n"
"Soporte al cliente de Odoo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:281
2024-09-29 07:43:41 +07:00
msgid "Website ticket form customization"
msgstr "Personalización de los tickets del sitio web"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:283
2024-09-29 07:43:41 +07:00
msgid ""
"To customize the default ticket submission form, while on the website, click"
" the :guilabel:`Edit` button in the upper-right corner of the page. This "
"opens the editing sidebar on the right side. Then, click on one of the "
"fields in the form, on the body of the website, to edit it."
msgstr ""
"Para personalizar el formulario de envío de sitio web automático desde el "
"sitio web haga clic en el botón :guilabel:`Editar` que aparece en la esquina"
" superior derecha de la página. Esto hará que se abra una barra en el lado "
"derecho y podrá hacer clic en los campos del formulario que sean parte del "
"cuerpo del sitio web para poder editarlo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287
2024-09-29 07:43:41 +07:00
msgid ""
"To add a new field, go to the :guilabel:`Field` section of the sidebar, and "
"click :guilabel:`+ Field`."
msgstr ""
"Para agregar un campo nuevo vaya a la sección :guilabel:`Campo` de la barra "
"lateral y haga clic en :guilabel:`+ Campo`."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:290
2024-09-29 07:43:41 +07:00
msgid ""
"Click the :guilabel:`🗑️ (trash can)` icon to delete the field, if necessary."
msgstr ""
"Haga clic en el icono :guilabel:`🗑️ (papelera)` para borrar el campo si es "
"necesario."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:292
2024-09-29 07:43:41 +07:00
msgid "Edit the other options for the new field in the sidebar, as desired:"
msgstr ""
"Edite las otras opciones para el nuevo campo en la barra lateral, como se "
"desea:"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:294
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Type`: matches an Odoo model value to the field (e.g. `Customer "
"Name`)."
msgstr ""
":guilabel:`Tipo`: hace que el valor de un modelo de Odoo coincida con el "
"campo (por ejemplo, `nombre de cliente`)."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:295
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Input Type`: determine what type of input the field should be, "
"like `Text`, `Email`, `Telephone`, or `URL`."
msgstr ""
":guilabel:`Tipo de contenido`: determina qué tipo de campo debería ser, "
"`texto`, `correo electrónico`, `teléfono` o `URL`."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:297
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Label`: give the form field a label (e.g. `Full Name`, `Email "
"Address`, etc.). Also control the label position on the form by using the "
"nested :guilabel:`Position` options."
msgstr ""
":guilabel:`Etiqueta`: asigna una etiqueta al campo del formulario (por "
"ejemplo, `nombre completo`, `dirección de correo electrónico`, etcétera). "
"También puede editar la posición de la etiqueta en el formulario mediante "
"las opciones en :guilabel:`posición`."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:299
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Description`: determine whether or not to add an editable line "
"under the input box to provide additional contextual information related to "
"the field."
msgstr ""
":guilabel:`Descripción`: determine si agregar una línea editable bajo el "
"cuadro de entrada para proporcionar información contextual adicional "
"relacionada con el campo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301
2024-09-29 07:43:41 +07:00
msgid ":guilabel:`Placeholder`: add a sample input value."
msgstr ""
":guilabel:`Marcador de posición`: agrega un valor de entrada como ejemplo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:302
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Default Value`: add common use case values that most customers "
"would find valuable. For example, this can include prompts of information "
"customers should include to make it easier to solve their issue, such as an "
"account number, or product number."
msgstr ""
":guilabel:`Valor predeterminado`: agregar valores comunes de uso de caso que"
" les agrada a la mayoría de los clientes. Por ejemplo, solicitudes de "
"información que los clientes deben incluir para que sea más fácil solucionar"
" sus problemas, como el número de cuenta o el número del producto."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Required`: determine whether or not to mark a field as required, "
"in order for the form to be submitted. Toggle the switch from gray to blue."
msgstr ""
":guilabel:`Requerido`: determina si se debe marcar un campo como requerido "
"para poder enviar el formulario. Para hacerlo, haga clic en el switch para "
"que pase de gris a azul."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Visibility`: allow for absolute or conditional visibility of the "
"field. Nested options, such as, device visibility, appear when certain "
"options are selected."
msgstr ""
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":guilabel:`Visibildad`: Permite que un campo siempre sea visible o solo de "
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"forma condicional. Las opciones disponibles, como visibilidad del "
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"dispositivo, aparecen al seleccionar opciones determinadas."
2024-09-29 07:43:41 +07:00
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:309
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Animation`: choose whether or not the field should include "
"animation."
msgstr ""
":guilabel:`Animación`: elija si un campo debe incluir una animación o no."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
msgid ""
"View of the unpublished website form to submit a ticket for Odoo Helpdesk."
msgstr ""
"Vista del formulario de sitio web sin publicar para enviar un ticket a la "
"aplicación Soporte al cliente de Odoo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315
2024-09-29 07:43:41 +07:00
msgid ""
"Once the form has been optimized, and is ready for public use, click "
":guilabel:`Save` to apply the changes. Then, publish the form by toggling "
"the :guilabel:`Unpublished` switch to :guilabel:`Published` at the top of "
"the page, if necessary."
msgstr ""
"Ya que se haya optimizado el formulario y esté listo para el uso público, "
"haga clic en :guilabel:`Guardar` para aplicar los cambios. Para publicar el "
"formulario cambie el botón de :guilabel:`Sin publicar` a "
":guilabel:`Publicado` en la parte superior de la página, si es necesario."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:320
2024-09-29 07:43:41 +07:00
msgid "Prioritizing tickets"
msgstr "Priorizar tickets"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:322
2024-09-29 07:43:41 +07:00
msgid ""
"All tickets include a :guilabel:`Priority` field. The highest priority "
"tickets appear at the top of the Kanban and list views."
msgstr ""
"Todos los tickets incluyen un campo de :guilabel:`prioridad`. Los tickets "
"con mayor prioridad aparecerán en la parte superior de las vistas de kanban "
"y de lista."
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1
msgid ""
"View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk."
msgstr ""
"Imagen de la vista de kanban de un equipo y las tareas con prioridad en la "
"aplicación Soporte al cliente de Odoo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328
2024-09-29 07:43:41 +07:00
msgid "The priority levels are represented by stars:"
msgstr "Los niveles de prioridad se representan con estrellas:"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:330
2024-09-29 07:43:41 +07:00
msgid "0 stars = *Low Priority*"
msgstr "0 estrellas = *prioridad baja*"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:331
2024-09-29 07:43:41 +07:00
msgid "1 star = *Medium Priority*"
msgstr "1 estrella = *prioridad media*"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:332
2024-09-29 07:43:41 +07:00
msgid "2 stars = *High Priority*"
msgstr "2 estrellas = *prioridad alta*"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:333
2024-09-29 07:43:41 +07:00
msgid "3 stars = *Urgent*"
msgstr "3 estrellas = *urgente*"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335
2024-09-29 07:43:41 +07:00
msgid ""
"Tickets are set to low priority (0 stars) by default. To change the priority"
" level, select the appropriate number of stars on the Kanban card, or on the"
" ticket."
msgstr ""
"Los tickets reciben la prioridad más baja (0 estrellas) de forma "
"predeterminada. Para cambiar el nivel de prioridad, seleccione el número de "
"estrellas correspondiente en la tarjeta de kanban o en el ticket."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339
2024-09-29 07:43:41 +07:00
msgid ""
"As priority levels can be used as criteria for assigning :doc:`SLAs <sla>`, "
"changing the priority level of a ticket can alter the :abbr:`SLA (Service "
"Level Agreement)` deadline."
msgstr ""
"Dado que los niveles de prioridad se pueden utilizar como criterio para "
"asignar :doc:`acuerdos de nivel de servicio <sla>`, cambiar el nivel de "
"prioridad de un ticket puede alterar la fecha límite del acuerdo de nivel de"
" servicio."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:343
2024-09-29 07:43:41 +07:00
msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
msgstr ":doc:`/applications/services/helpdesk/advanced/close_tickets`"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:344
2024-09-29 07:43:41 +07:00
msgid ":doc:`../../../general/email_communication`"
msgstr ":doc:`../../../general/email_communication`"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:345
2024-09-29 07:43:41 +07:00
msgid ":doc:`/applications/websites/livechat`"
msgstr ":doc:`/applications/websites/livechat`"
#: ../../content/applications/services/helpdesk/overview/reports.rst:3
msgid "Reporting"
2024-10-13 07:42:30 +07:00
msgstr "Informes"
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/overview/reports.rst:8
msgid ""
"Reports in Odoo *Helpdesk* provide the opportunity to manage employee "
"workloads, identify areas for improvement, and confirm if customer "
"expectations are being met."
msgstr ""
2024-12-15 08:43:01 +07:00
"Los informes en la aplicación *Soporte al cliente* de Odoo ofrecen la "
2024-09-29 07:43:41 +07:00
"oportunidad de gestionar las cargas de trabajo de los empleados, identificar"
" áreas de mejora y confirmar si está cumpliendo las expectativas de los "
"clientes."
#: ../../content/applications/services/helpdesk/overview/reports.rst:12
msgid "Available reports"
2024-12-15 08:43:01 +07:00
msgstr "Informes disponibles"
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/overview/reports.rst:14
msgid ""
"Details about the reports available in Odoo *Helpdesk* can be found below. "
"To view the different reports, go to :menuselection:`Helpdesk app --> "
"Reporting`, and select one of the following: :guilabel:`Tickets Analysis`, "
":guilabel:`SLA Status Analysis`, or :guilabel:`Customer Ratings`."
msgstr ""
2024-12-15 08:43:01 +07:00
"A continuación encontrará detalles relacionados con los informes disponibles"
2024-09-29 07:43:41 +07:00
" en la aplicación *Soporte al cliente* de Odoo. Para verlos, vaya a "
2024-12-15 08:43:01 +07:00
":menuselection:`Soporte al cliente --> Informes` y seleccione entre "
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":guilabel:`Análisis de tickets`, :guilabel:`Análisis del estado del SLA` o "
":guilabel:`Calificación de clientes`."
#: ../../content/applications/services/helpdesk/overview/reports.rst:19
msgid "Tickets Analysis"
2024-10-13 07:42:30 +07:00
msgstr "Análisis de tickets"
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/overview/reports.rst:21
msgid ""
"The *Tickets Analysis* report (:menuselection:`Helpdesk app --> Reporting "
"--> Tickets Analysis`) provides an overview of every customer support ticket"
" in the database."
msgstr ""
2024-12-15 08:43:01 +07:00
"El informe de *Análisis de tickets* (:menuselection:`Soporte al cliente --> "
"Informes --> Análisis de tickets`) proporciona información general sobre "
2024-09-29 07:43:41 +07:00
"cada ticket de soporte al cliente en la base de datos."
#: ../../content/applications/services/helpdesk/overview/reports.rst:24
msgid ""
"This report is useful for identifying where teams are spending the most "
"time, and helps determine if there is an uneven workload distribution among "
"the support staff. The default report counts the number of tickets per team "
"and groups them by stage."
msgstr ""
2024-12-15 08:43:01 +07:00
"Este informe es útil para identificar dónde invierten más tiempo los equipos"
2024-09-29 07:43:41 +07:00
" y ayuda a determinar si hay una distribución desequilibrada de la carga de "
2024-12-15 08:43:01 +07:00
"trabajo entre el personal de soporte. El informe predeterminado cuenta el "
2024-09-29 07:43:41 +07:00
"número de tickets por equipo y los agrupa por etapas."
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
msgid "View of Ticket Analysis report default view."
2024-12-15 08:43:01 +07:00
msgstr "Vista predeterminada del informe de Análisis de tickets."
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/helpdesk/overview/reports.rst:32
msgid ""
"Alternative measures can be selected to track where the most time is spent "
"at different points in the workflow. To change the measures used for the "
"report that is currently displayed, or to add more, click the "
":guilabel:`Measures` button, and select one or more options from the drop-"
"down menu:"
msgstr ""
"Puede seleccionar medidas alternativas para consultar dónde utilizan más "
"tiempo en diferentes puntos del flujo de trabajo. Para cambiar las medidas "
2024-12-15 08:43:01 +07:00
"utilizadas del informe presentado, o para agregar más, haga clic en el botón"
2024-09-29 07:43:41 +07:00
" :guilabel:`Medidas` y seleccione una o más opciones del menú desplegable:"
#: ../../content/applications/services/helpdesk/overview/reports.rst:37
msgid ""
":guilabel:`Average Hours to Respond`: average number of working hours "
"between a message sent from the customer and the response from the support "
"team. *This does not include messages sent when the ticket was in a folded "
"stage.*"
msgstr ""
":guilabel:`Horas promedio en responder`: promedio de horas laborables entre "
"un mensaje enviado por el cliente y la respuesta del equipo de soporte. *No "
"incluye los mensajes enviados cuando el ticket se encontraba en una etapa "
"plegada.*"
#: ../../content/applications/services/helpdesk/overview/reports.rst:40
msgid ""
":guilabel:`Hours Open`: number of hours between the date the ticket was "
"created and the closed date. If there is no closed date on the ticket, the "
"current date is used. **This measure is not specific to working hours.**"
msgstr ""
":guilabel:`Horas abiertas`: número de horas entre la fecha de creación del "
"ticket y la fecha de cierre. Si no hay fecha de cierre en el ticket, se "
"utiliza la fecha actual. **Esta medida no es específica a las horas "
"laborables.**"
#: ../../content/applications/services/helpdesk/overview/reports.rst:43
msgid ""
":guilabel:`Hours Spent`: number of *Timesheet* hours logged on a ticket. "
"*This measure is only available if Timesheets are enabled on a team, and the"
" current user has the access rights to view them.*"
msgstr ""
":guilabel:`Horas utilizadas`: número de horas registradas en *Hojas de "
"horas* de un ticket. *Esta medida solo está disponible si las Hojas de horas"
" están habilitadas en un equipo y el usuario actual tiene los permisos de "
"acceso para verlas.*"
#: ../../content/applications/services/helpdesk/overview/reports.rst:46
msgid ""
":guilabel:`Hours to Assign`: number of working hours between the date the "
"ticket was created and when it was assigned to a team member."
msgstr ""
":guilabel:`Horas para asignar`: número de horas laborables entre la fecha de"
" creación del ticket y cuando se asignó a un miembro del equipo."
#: ../../content/applications/services/helpdesk/overview/reports.rst:48
msgid ""
":guilabel:`Hours to Close`: number of working hours between the date the "
"ticket was created and the date it was closed."
msgstr ""
":guilabel:`Horas para cerrar`: número de horas laborables entre la fecha de "
"creación del ticket y la fecha de su cierre."
#: ../../content/applications/services/helpdesk/overview/reports.rst:50
msgid ""
":guilabel:`Hours to First Response`: number of working hours between the "
"date the ticket was received and the date on which the first message was "
"sent. *This does not include email sent automatically when a ticket reaches "
"a stage.*"
msgstr ""
":guilabel:`Horas para la primera respuesta`: número de horas laborables "
"entre la fecha de recepción del ticket y la fecha de envío del primer "
"mensaje. *No incluye el correo electrónico que se envía de forma automática "
"cuando un ticket llega a una etapa.*"
#: ../../content/applications/services/helpdesk/overview/reports.rst:53
msgid ""
":guilabel:`Hours until SLA Deadline`: number of working hours remaining to "
"reach the last |SLA| deadline on a ticket."
msgstr ""
":guilabel:`Horas hasta la fecha límite de SLA`: número de horas laborables "
"para llegar a la última fecha límite del acuerdo de nivel de servicio en un "
"ticket."
#: ../../content/applications/services/helpdesk/overview/reports.rst:55
msgid ""
":guilabel:`Rating (/5)`: number out of five to represent customer feedback "
"(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)."
msgstr ""
":guilabel:`Calificación (/5)`: número del uno al cinco para representar los "
"comentarios del cliente (Inconforme = 1, Bien o neutral = 3, Satisfecho = "
"5)."
#: ../../content/applications/services/helpdesk/overview/reports.rst:57
#: ../../content/applications/services/helpdesk/overview/reports.rst:85
msgid ""
":guilabel:`Remaining Hours on SO`: hours remaining on a linked sales order."
msgstr ""
":guilabel:`Horas restantes en la orden de venta`: horas restantes en la "
"orden de venta vinculada."
#: ../../content/applications/services/helpdesk/overview/reports.rst:58
#: ../../content/applications/services/helpdesk/overview/reports.rst:92
msgid ":guilabel:`Count`: number of tickets in total."
msgstr ":guilabel:`Número`: número de tickets en total."
#: ../../content/applications/services/helpdesk/overview/reports.rst:61
msgid ""
"*Working hours* are calculated based on the default working calendar. To "
"view or change the working calendar, go to the :menuselection:`Settings` "
"application and select :menuselection:`Employees --> Company Working Hours`."
msgstr ""
"Las *horas laborables* se calculan según el calendario de trabajo "
"predeterminado. Para ver o cambiar el calendario de trabajo, vaya a la "
"aplicación :menuselection:`Ajustes` y seleccione :menuselection:`Empleados "
"--> Horas laborables de la empresa`."
#: ../../content/applications/services/helpdesk/overview/reports.rst:66
msgid "SLA Status Analysis"
msgstr "Análisis del estado de SLA"
#: ../../content/applications/services/helpdesk/overview/reports.rst:68
msgid ""
"The *SLA Status Analysis* report (:menuselection:`Helpdesk app --> Reporting"
" --> SLA Status Analysis`) :ref:`analyzes the performance <helpdesk/analyze-"
"sla-performance>` of individual SLA (Service Level Agreement) policies."
msgstr ""
2024-12-15 08:43:01 +07:00
"El informe de *análisis del estado del SLA* (:menuselection:`Soporte al "
"cliente --> Informes --> Análisis del estado del SLA`) :ref:`analiza el "
2024-09-29 07:43:41 +07:00
"rendimiento <helpdesk/analyze-sla-performance>` de cada política del SLA "
"(acuerdo de nivel de servicio)."
#: ../../content/applications/services/helpdesk/overview/reports.rst:72
msgid ""
"By default, this report is filtered to show the number of |SLAs| failed, in "
"progress, and the number that have been successful. The results are grouped "
"by teams."
msgstr ""
2024-12-15 08:43:01 +07:00
"Este informe está filtrado de forma predeterminada para mostrar el número de"
2024-09-29 07:43:41 +07:00
" SLA fallados, en progreso y exitosos. Los resultados están agrupados por "
"equipos."
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
msgid "View of Group by options of Ticket Analysis report."
msgstr ""
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"Vista de las opciones de \"Agrupar por\" del informe de Análisis de tickets."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:79
msgid ""
"To change the measures used for the report that is currently displayed, or "
"to add more, click the :guilabel:`Measures` button, and select one or more "
"options from the drop-down menu:"
msgstr ""
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"Para cambiar las medidas utilizadas para el informe presentado, o para "
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"agregar más, haga clic en el botón :guilabel:`Medidas` y seleccione una o "
"más opciones del menú desplegable:"
#: ../../content/applications/services/helpdesk/overview/reports.rst:82
msgid ""
":guilabel:`Number of SLA Failed`: number of tickets that have failed at "
"least one |SLA|."
msgstr ""
":guilabel:`Número de SLA fallidos`: número de tickets que han fallado al "
"menos un acuerdo de nivel de servicio."
#: ../../content/applications/services/helpdesk/overview/reports.rst:83
msgid ""
":guilabel:`Rating (/5)`: number value representing customer feedback "
"(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)."
msgstr ""
":guilabel:`Calificación (/5)`: valor numérico para representar los "
"comentarios del cliente (Inconforme = 1, Bien o neutral = 3, Satisfecho = "
"5)."
#: ../../content/applications/services/helpdesk/overview/reports.rst:86
msgid ""
":guilabel:`Working Hours to Assign`: number of working hours between the "
"date the ticket was created and when it was assigned to a team member."
msgstr ""
":guilabel:`Horas laborables para asignar`: número de horas laborables entre "
"la fecha de creación del ticket y cuando se asignó a un miembro del equipo."
#: ../../content/applications/services/helpdesk/overview/reports.rst:88
msgid ""
":guilabel:`Working Hours to Close`: number of working hours between the date"
" the ticket was created and the date it was closed."
msgstr ""
":guilabel:`Horas laborables para cerrar`: número de horas laborables entre "
"la fecha de creación del ticket y la fecha de su cierre."
#: ../../content/applications/services/helpdesk/overview/reports.rst:90
msgid ""
":guilabel:`Working Hours to Reach SLA`: number of working hours between the "
"date the ticket was created and the date the |SLA| was satisfied."
msgstr ""
":guilabel:`Horas laborables para llegar al SLA`: número de horas laborables "
"entre la fecha de creación del ticket y la fecha en que se cumplió el "
"acuerdo de nivel de servicio."
#: ../../content/applications/services/helpdesk/overview/reports.rst:95
msgid ":doc:`Service Level Agreements (SLA) <sla>`"
msgstr ":doc:`Acuerdos de nivel de servicio (SLA) <sla>`"
#: ../../content/applications/services/helpdesk/overview/reports.rst:98
msgid "Customer Ratings"
msgstr "Calificación de clientes"
#: ../../content/applications/services/helpdesk/overview/reports.rst:100
msgid ""
"The *Customer Ratings* report (:menuselection:`Helpdesk app--> Reporting -->"
" Customer Ratings`) displays an overview of the ratings received on "
"individual support tickets, as well as any additional comments submitted "
"with the rating."
msgstr ""
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"El informe de *calificación de clientes* (:menuselection:`Soporte al cliente"
" --> Informes --> Calificación de clientes`) muestra un resumen de las "
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"calificaciones recibidas en cada ticket de soporte, así como cualquier "
"comentario adicional enviado con la calificación."
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
msgid "View of the Kanban display in the Customer Ratings report."
msgstr ""
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"Vista de la pantalla de kanban en el informe de calificación de clientes."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:108
msgid ""
"Click on an individual rating to see additional details about the rating "
"submitted by the customer, including a link to the original ticket."
msgstr ""
"Haga clic en una calificación individual para ver los detalles adicionales "
"de la calificación que envió el cliente, incluye un enlace al ticket "
"original."
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
msgid "View of the details of an individual customer rating."
msgstr "Vista de los detalles de una calificación de cliente individual."
#: ../../content/applications/services/helpdesk/overview/reports.rst:116
msgid ""
"On the rating's details page, tick the :guilabel:`Visible Internally Only` "
"checkbox to hide the rating from the customer portal."
msgstr ""
"En la página de detalles de la calificación, seleccione la casilla "
":guilabel:`Visible solo de forma interna` para ocultar la calificación en el"
" portal de clientes."
#: ../../content/applications/services/helpdesk/overview/reports.rst:119
msgid ""
"The *Customer Ratings* report is displayed in a Kanban view by default, but "
"can also be displayed in graph, list, or pivot view."
msgstr ""
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"El informe *Calificación de clientes* aparece en la vista de kanban de forma"
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" predeterminada, pero también puede consultarlo en la vista de gráfico, "
"lista o tabla dinámica."
#: ../../content/applications/services/helpdesk/overview/reports.rst:123
msgid ":doc:`Ratings <ratings>`"
msgstr ":doc:`Calificaciones <ratings>`"
#: ../../content/applications/services/helpdesk/overview/reports.rst:126
msgid "View and filter options"
msgstr "Visualizar y filtrar opciones"
#: ../../content/applications/services/helpdesk/overview/reports.rst:128
msgid ""
"On any Odoo report, the view and filter options vary, depending on what data"
" is being analyzed, measured, and grouped. See below for additional "
"information on the available views for the *Helpdesk* reports."
msgstr ""
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"En cualquier informe de Odoo, las opciones de visualización y filtrado "
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"varían según los datos que se están analizando, midiendo y agrupando. A "
"continuación encontrará más información sobre las vistas disponibles para "
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"los informes de *soporte al cliente*. "
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#: ../../content/applications/services/helpdesk/overview/reports.rst:133
msgid ""
"Only one measure may be selected at a time for graphs, but pivot tables can "
"include multiple measures."
msgstr ""
"Solo puede seleccionar una medida a la vez para los gráficos, pero las "
"tablas dinámicas pueden incluir varias."
#: ../../content/applications/services/helpdesk/overview/reports.rst:137
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#: ../../content/applications/services/helpdesk/overview/sla.rst:135
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msgid "Pivot view"
msgstr "Vista de tabla dinámica"
#: ../../content/applications/services/helpdesk/overview/reports.rst:139
msgid ""
"The *pivot* view presents data in an interactive manner. All three "
"*Helpdesk* reports are available in pivot view."
msgstr ""
"La vista de *tabla dinámica* presenta los datos de forma interactiva y los "
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"tres informes de *Soporte al cliente* están disponibles allí. "
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#: ../../content/applications/services/helpdesk/overview/reports.rst:142
msgid ""
"The pivot view can be accessed on any report by selecting the :icon:`oi-"
"view-pivot` :guilabel:`(pivot)` icon at the top-right of the screen."
msgstr ""
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"Para acceder a la vista de tabla dinámica en cualquier informe, haga clic en"
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" el icono :icon:`oi-view-pivot` :guilabel:`(tabla dinámica)` en la parte "
"superior derecha de la pantalla."
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:144
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msgid "View of the SLA status analysis report in Odoo Helpdesk."
msgstr ""
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"Vista del informe de análisis de estado del SLA en la aplicación Soporte al "
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"cliente de Odoo."
#: ../../content/applications/services/helpdesk/overview/reports.rst:149
msgid ""
"To add a group to a row or column to the pivot view, click the :icon:`fa-"
"plus-square` :guilabel:`(plus)` icon next to :guilabel:`Total`, and then "
"select one of the groups. To remove one, click the :icon:`fa-minus-square-o`"
" :guilabel:`(minus)` icon, and de-select the appropriate option."
msgstr ""
"Para agregar un grupo a una fila o columna a la vista de tabla dinámica, "
"haga clic en el :icon:`fa-plus-square` :guilabel:`(signo más)` junto a "
":guilabel:`Total` y luego seleccione uno de los grupos. Para eliminar uno, "
"haga clic en el icono :icon:`fa-minus-square-o` :guilabel:`(signo menos)` y "
"desmarque la opción apropiada."
#: ../../content/applications/services/helpdesk/overview/reports.rst:154
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:164
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msgid "Graph view"
msgstr "Vista de gráfico"
#: ../../content/applications/services/helpdesk/overview/reports.rst:156
msgid ""
"The *graph* view presents data in either a *bar*, *line*, or *pie* chart."
msgstr ""
"La vista de *gráfico* presenta datos en un gráfico de *barras*, *líneas* o "
"*circular*."
#: ../../content/applications/services/helpdesk/overview/reports.rst:158
msgid ""
"Switch to the graph view by selecting the :icon:`fa-area-chart` "
":guilabel:`(area chart)` icon at the top-right of the screen. To switch "
"between the different charts, select the *related icon* at the top-left of "
"the chart, while in graph view."
msgstr ""
"Cambie a la vista de gráfico seleccionando el :icon:`fa-area-chart` "
":guilabel:`(gráfico de líneas)` en la parte superior derecha de la pantalla."
" Para cambiar entre los diferentes gráficos, seleccione el *icono "
"relacionado* en la parte superior izquierda del gráfico mientras se "
"encuentra en esta vista."
#: ../../content/applications/services/helpdesk/overview/reports.rst:164
msgid "Bar chart"
msgstr "Gráfico de barras"
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
msgid "View of the SLA status analysis report in bar view."
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msgstr "Vista del informe de análisis de estado del SLA en vista de barras."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:170
msgid "Line chart"
msgstr "Gráfico de líneas"
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
msgid "View of the Customer Ratings report in line view."
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msgstr "Vista del informe de valoraciones de clientes en la vista de líneas."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:176
msgid "Pie chart"
msgstr "Gráfico circular"
#: ../../content/applications/services/helpdesk/overview/reports.rst:0
msgid "View of the Ticket analysis report in pie chart view."
msgstr ""
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"Vista del informe de Análisis de tickets en la vista de gráfico circular."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:183
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:194
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msgid ""
"Both the *bar chart* and *line chart* can utilize the *stacked* view option."
" This presents two or more groups of data on top of each other, instead of "
"next to each other, making it easier to compare data. While viewing either a"
" bar chart or line chart, click the :icon:`fa-database` "
":guilabel:`(stacked)` icon to toggle the stacked view option on or off."
msgstr ""
"La opción *apilado* está disponible tanto para el *cuadro de barras* como el"
" *cuadro de líneas*. De esta manera podrá visualizar dos o más grupos de "
"información uno arriba del otro, en lugar de uno a un lado del otro, lo cual"
" facilita la comparación de datos. Cuando esté visualizando ya sea un cuadro"
" de barras o un cuadro de líneas, haga clic en el icono :icon:`fa-database` "
":guilabel:`(apilado)` para activar o desactivar la opción de vista apilada."
#: ../../content/applications/services/helpdesk/overview/reports.rst:189
msgid "Save and share a favorite search"
msgstr "Guardar y compartir una búsqueda de favoritos"
#: ../../content/applications/services/helpdesk/overview/reports.rst:191
msgid ""
"The *Favorites* feature found on *Helpdesk* reports allows users to save "
"their most commonly used filters, without having to reconstruct them every "
"time they are needed."
msgstr ""
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"La función *Favoritos* de los informes de *soporte al cliente* permite que "
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"los usuarios guarden los filtros que usan con más frecuencia para que no "
"vuelvan a crearlos cada vez que los necesitan."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:194
msgid ""
"To create and save a new *Favorites* configuration on a report, follow the "
"steps below:"
msgstr ""
"Siga los pasos a continuación para crear y guardar una nueva configuración "
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"de *Favoritos* en un informe:"
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#: ../../content/applications/services/helpdesk/overview/reports.rst:196
msgid ""
"Set the necessary parameters using the :guilabel:`Filters`, :guilabel:`Group"
" By` and :guilabel:`Measures` options."
msgstr ""
"Establezca los parámetros necesarios usando las opciones de "
":guilabel:`Filtros`, :guilabel:`Agrupar por` y :guilabel:`Medidas` ."
#: ../../content/applications/services/helpdesk/overview/reports.rst:198
msgid ""
"Click the :icon:`fa-caret-down` :guilabel:`(down)` icon next to the "
":guilabel:`Search...` bar to open the drop-down menu."
msgstr ""
"Haga clic en el icono :icon:`fa-caret-down` :guilabel:`(abajo)` situado "
"junto a la :guilabel:`barra de búsqueda` para abrir el menú desplegable."
#: ../../content/applications/services/helpdesk/overview/reports.rst:200
msgid ""
"Under the :guilabel:`Favorites` heading, click :guilabel:`Save current "
"search`."
msgstr ""
"En el encabezado :guilabel:`Favoritos` , haga clic en :guilabel:`Guardar "
"búsqueda actual`."
#: ../../content/applications/services/helpdesk/overview/reports.rst:201
msgid "If desired, enter a new name for the report."
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msgstr "Puede ingresar un nuevo nombre para el informe si así lo desea."
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#: ../../content/applications/services/helpdesk/overview/reports.rst:202
msgid ""
"Tick the :guilabel:`Default Filter` checkbox to have these filter settings "
"automatically displayed when the report is opened. Otherwise, leave it "
"blank."
msgstr ""
"Seleccione la casilla :guilabel:`Filtro predeterminado` para que estos "
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"ajustes de filtro aparezcan de forma automática al abrir el informe. De lo "
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"contrario, no seleccione la casilla."
#: ../../content/applications/services/helpdesk/overview/reports.rst:204
msgid ""
"Tick the :guilabel:`Shared` checkbox to make this filter configuration "
"available to all other database users. If this checkbox is not ticked, only "
"the user who creates the filter can access it."
msgstr ""
"Seleccione la casilla :guilabel:`Compartido` para que la configuración de "
"este filtro esté disponible para los demás usuarios de la base de datos; de "
"lo contrario, el filtro solo estará disponible para el usuario que lo creó."
#: ../../content/applications/services/helpdesk/overview/reports.rst:207
msgid "Click :guilabel:`Save` to preserve the configuration for future use."
msgstr ""
"Haga clic en :guilabel:`Guardar` para conservar la configuración para su uso"
" posterior."
#: ../../content/applications/services/helpdesk/overview/reports.rst-1
msgid "View of the save favorites option in Odoo Helpdesk."
msgstr ""
"Vista de la opción guardar favoritos en la aplicación Soporte al cliente de "
"Odoo."
#: ../../content/applications/services/helpdesk/overview/reports.rst:214
msgid ":doc:`Start receiving tickets <receiving_tickets>`"
msgstr ":doc:`Comience a recibir tickets <receiving_tickets>`"
#: ../../content/applications/services/helpdesk/overview/reports.rst:215
msgid ":doc:`Odoo reporting <../../../essentials/reporting>`"
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msgstr ":doc:`Informes de Odoo <../../../essentials/reporting>`"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:3
msgid "Service level agreements (SLA)"
msgstr "Acuerdo de nivel de servicio (SLA) "
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:8
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msgid ""
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"A *service level agreement* (SLA) defines the level of support a customer "
"can expect from a service provider. |SLAs| provide a timeline that tells "
"customers when they can expect results and keeps the support team on target."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:13
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msgid ""
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"The *SLA Policies* feature is enabled by default on newly created "
"**Helpdesk** teams."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:15
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msgid ""
"To turn off the feature, or edit the working hours, navigate to "
":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on"
" a team to open that team's configuration page."
msgstr ""
"Para deshabilitar la función o para editar las horas de trabajo, vaya a "
":menuselection:`Soporte al cliente --> Configuración --> Equipos de soporte "
"al cliente` y haga clic en uno para abrir la página de configuración de ese "
"equipo."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:18
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msgid ""
"From here, scroll to the :guilabel:`Performance` section. To turn off the "
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"|SLAs| feature for the team, clear the :guilabel:`SLA Policies` checkbox."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
msgid "View of a team page in Helpdesk focusing on the SLA Policies setting."
msgstr ""
"Vista de una página de equipo en Soporte al cliente que destaca la función "
"Políticas SLA."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:25
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msgid "Create a new SLA policy"
msgstr "Crear una nueva política de SLA"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:27
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msgid ""
"To create a new policy, go to :menuselection:`Helpdesk app --> Configuration"
" --> SLA Policies`, and click :guilabel:`New`."
msgstr ""
"Para crear una nueva política vaya a :menuselection:`Soporte al cliente --> "
"Configuración --> Políticas SLA` y haga clic en :guilabel:`Nuevo`."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:30
2024-09-29 07:43:41 +07:00
msgid ""
"Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> "
"Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA "
"Policies` smart button at the top of the team's settings page, and click "
":guilabel:`New`."
msgstr ""
"Otra forma de hacerlo es ir a :menuselection:`Soporte al cliente --> "
"Configuración --> Equipos de soporte al cliente` y hacer clic en uno. "
"Después haga clic en el botón inteligente :guilabel:`Políticas SLA` ubicado "
"en la parte superior de la página de ajustes del equipo y haga clic en "
":guilabel:`Nuevo`."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:34
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msgid ""
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"On the blank |SLA| policy form, enter a :guilabel:`Title` and a "
":guilabel:`Description` for the new policy, and proceed to fill out the form"
" using the steps below."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:38
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msgid "Define the criteria for an SLA policy"
msgstr "Definir los criterios de una política SLA"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:40
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msgid ""
"The :guilabel:`Criteria` section is used to identify which tickets this "
"policy is applied to."
msgstr ""
"La sección :guilabel:`Criterios` se usa para identificar a qué tickets se "
"aplica esta política."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:42
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msgid "Fill out the following fields to adjust the selection criteria:"
msgstr ""
"Complete los siguientes campos para ajustar los criterios seleccionados:"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:45
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msgid ""
"Unless otherwise indicated, multiple selections can be made for each field."
msgstr ""
"Puede hacer varias selecciones para cada campo a no ser que se indique lo "
"contrario."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:47
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msgid ""
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":guilabel:`Helpdesk Team`: A policy can only be applied to one team. *This "
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"field is required.*"
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:48
msgid ""
":guilabel:`Priority`: The priority level for a ticket is identified by "
"selecting one, two, or three of the :icon:`fa-star-o` :guilabel:`(star)` "
"icons, representing the priority level on the Kanban card or on the ticket "
"itself. The |SLA| is **only** applied after the priority level has been "
"updated on the ticket to match the |SLA| criteria. If no selection is made "
"in this field, this policy only applies to tickets marked as `Low Priority`,"
" meaning those with zero :icon:`fa-star-o` :guilabel:`(star)` icons."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:54
msgid ""
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":guilabel:`Tags`: Tags are used to indicate what the ticket is about. "
"Multiple tags can be applied to a single ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:56
msgid ""
":guilabel:`Customers`: Individual contacts or companies may be selected in "
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"this field."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:57
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msgid ""
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":guilabel:`Services`: This field is available only if a team has the "
"**Timesheets** app enabled. This allows the ticket to link directly to a "
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"specific line on a sales order, which must be indicated on the ticket in the"
" :guilabel:`Sales Order Items` field."
msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:62
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msgid ""
"A support team needs to address urgent issues for VIP customers within one "
"business day."
msgstr ""
"Un equipo de soporte necesita tratar los problemas urgentes para clientes "
"VIP dentro de un día hábil."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:64
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msgid ""
"The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` "
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"team. It **only** applies to tickets that are assigned three :icon:`fa-"
"star-o` :guilabel:`(star)` icons, which equates to an `Urgent` priority "
"level."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:68
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msgid ""
"At the same time, the tickets can be related to multiple issues, so the "
"policy applies to tickets with `Repair`, `Service`, or `Emergency` tags."
msgstr ""
"Al mismo tiempo, los tickets pueden estar relacionados a varios problemas, "
"así que la política se aplica a tickets con las etiquetas `Reparar`, "
"`Servicio` o `Emergencia`. "
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
msgid ""
"View of a new SLA policy record with all the relevant information entered."
msgstr ""
"Imagen de un nuevo registro de política SLA con toda la información "
"relevante incluida."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:75
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msgid "Establish a target for an SLA policy"
msgstr "Establecer un objetivo para una política SLA"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:77
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msgid ""
"A *target* is the stage a ticket needs to reach, and the time allotted to "
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"reach that stage, in order to satisfy the |SLA| policy. Any stage assigned "
"to a team may be selected for the :guilabel:`Reach Stage` field."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:81
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msgid ""
"Time spent in stages selected in the :guilabel:`Excluding Stages` field are "
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"**not** included in the calculation of the |SLA| deadline."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:85
msgid ""
"An |SLA| titled `8 Hours to Close` tracks the working time before a ticket "
"is completed, and would have `Solved` as the :guilabel:`Reach Stage`. "
"Simultaneously, an |SLA| titled `2 Days to Start` tracks the working time "
"before work on a ticket has begun, and would have `In Progress` as the "
":guilabel:`Reach Stage`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:91
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msgid "Meet SLA deadlines"
msgstr "Cumplir con las fechas límites del SLA"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:93
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msgid ""
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"As soon as it is determined that a ticket fits the criteria of an |SLA| "
"policy, a deadline is calculated. The deadline is based on the creation date"
" of the ticket, as well as the targeted working hours."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:98
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msgid ""
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"The value indicated next to the :guilabel:`Working Hours` field of an |SLA| "
"policy is used to determine the deadline. By default, this is determined by "
"the value set in the :guilabel:`Company Working Hours` field under "
":menuselection:`Settings app --> Employees --> Work Organization`."
2024-09-29 07:43:41 +07:00
msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst:102
msgid ""
"The deadline is then added to the ticket, as well as a tag indicating the "
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"name of the |SLAs| applied."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
msgid ""
"View of a ticket's form emphasizing an open SLA deadline on a ticket in Odoo"
" Helpdesk."
msgstr ""
"Vista de un formulario de ticket que muestra la fecha límite de un acuerdo "
"de nivel de servicio en un ticket de la aplicación Soporte al cliente de "
"Odoo."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:108
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msgid ""
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"When a ticket satisfies an |SLA| policy, the |SLA| tag turns green, and the "
"deadline disappears from view on the ticket."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
msgid "View of a ticket's form emphasizing a satisfied SLA in Odoo Helpdesk."
msgstr ""
"Vista de un formulario de ticket que muestra un SLA cumplido en la "
"aplicación Soporte al cliente de Odoo."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:115
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msgid ""
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"If a ticket fits the criteria for more than one |SLA|, the earliest "
"occurring deadline is displayed on the ticket. After that deadline has "
"passed, the next deadline is displayed."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:118
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msgid ""
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"If the |SLA| deadline passes and the ticket has not moved to the "
":guilabel:`Reach Stage`, the |SLA| tag turns red. After the |SLA| has "
"failed, the red tag stays on the ticket, even after the ticket is moved to "
"the :guilabel:`Reach Stage`."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
msgid ""
"View of a ticket's form with a failing and passing SLA in Odoo Helpdesk."
msgstr ""
"Vista de un formulario de ticket con un SLA fallido y uno cumplido en la "
"aplicación Soporte al cliente de Odoo."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:128
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msgid "Analyze SLA performance"
msgstr "Analizar el rendimiento del SLA"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:130
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msgid ""
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"The :guilabel:`SLA Status Analysis` report tracks how quickly an |SLA| is "
"fulfilled, as well as the performance of individual team members. Navigate "
"to the report, and corresponding pivot table, by going to "
":menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:137
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msgid ""
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"By default, the report displays in a :guilabel:`Pivot` view. Any |SLA| "
"policies in the database with tickets that failed to fulfill a policy, are "
"in progress, or have satisfied a policy are listed. By default, they are "
"grouped by team and ticket count."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:144
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msgid ""
"The pivot view aggregates data, which can be manipulated by adding measures "
"and filters."
msgstr ""
"La vista de tabla dinámica agrega información que después se puede manipular"
" para agregar medidas y filtros."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:146
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msgid ""
"To change the display, or add additional measurements, click the "
":guilabel:`Measures` button to reveal a drop-down menu of reporting "
"criteria, and choose from the options available."
msgstr ""
"Para cambiar la visualización, o agregar medidas adicionales, haga clic en "
"el botón :guilabel:`Medidas` para mostrar un menú desplegable con criterios "
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"para informes y seleccione de las opciones disponibles."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:149
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msgid ""
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"Whenever a measurement is picked, a :icon:`fa-check` :guilabel:`(check)` "
"icon appears in the drop-down menu to indicate that the measurement is "
"included, and a corresponding new column emerges in the pivot table to show "
"the relevant calculations."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
msgid "View of the available measures in the SLA status analysis report."
msgstr ""
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"Imagen de las medidas disponibles en el informe de análisis de estado de "
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"SLA."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:156
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msgid ""
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"To add a group to a row or column, click the :icon:`fa-plus-square` "
":guilabel:`(plus)` icon next to the policy name and then select one of the "
"groups. To remove one, click the :icon:`fa-minus-square-o` "
":guilabel:`(minus)` icon next to the policy name."
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msgstr ""
#: ../../content/applications/services/helpdesk/overview/sla.rst-1
msgid ""
"View of the available group by options in the SLA status analysis report."
msgstr ""
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"Imagen de las opciones de agrupación disponibles en el informe de análisis "
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"de estado de SLA."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:166
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msgid ""
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"Switch to the graph view by selecting the :icon:`fa-area-chart` "
":guilabel:`(graph view)` icon at the top of the screen. To switch between "
"the different charts, select the *related icon* at the top of the chart, "
"while in graph view."
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msgstr ""
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#: ../../content/applications/services/helpdesk/overview/sla.rst:172
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msgid "Bar Chart"
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msgstr "Gráfica de barras"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:177
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msgid ""
"A bar chart can deal with larger data sets and compare data across several "
"categories."
msgstr ""
"Un gráfico de barras puede gestionar conjuntos de datos más grandes y "
"comparar datos a través de varias categorías."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:179
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msgid "Line Chart"
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msgstr "Gráfica de líneas"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:0
msgid "View of the SLA status analysis report in line view."
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msgstr "Imagen del informe de análisis de estado del SLA en vista de líneas."
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/helpdesk/overview/sla.rst:184
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msgid "A line chart can visualize data trends or changes over time."
msgstr ""
"Un gráfico de línea muestra las tendencias de datos o los cambios durante un"
" periodo."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:186
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msgid "Pie Chart"
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msgstr "Gráfica circular"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:0
msgid "View of the SLA status analysis report in pie chart view."
msgstr ""
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"Imagen del informe de análisis de estado del SLA en vista de gráfico "
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"circular."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:191
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msgid "A pie chart compares data among a small number of categories."
msgstr ""
"Un gráfico de círculo compara la información entre un número pequeño de "
"categorías."
#: ../../content/applications/services/helpdesk/overview/sla.rst:0
msgid "View of the SLA status analysis report in bar view, stacked."
msgstr ""
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"Vista del informe de análisis de estado del SLA en vista de barras, apilado."
2024-09-29 07:43:41 +07:00
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#: ../../content/applications/services/helpdesk/overview/sla.rst:203
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msgid "Cohort view"
msgstr "Vista de cohorte"
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#: ../../content/applications/services/helpdesk/overview/sla.rst:205
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msgid ""
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"The *cohort* view is used to track the changes in data over a period of "
"time. To display the :guilabel:`SLA Status Analysis` report in a cohort "
"view, click the :icon:`oi-view-cohort` :guilabel:`(cohort)` icon, next to "
"the other view options."
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msgstr ""
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:212
2024-09-29 07:43:41 +07:00
msgid "View of the SLA status analysis report in cohort view."
2024-12-15 08:43:01 +07:00
msgstr "Vista del informe de análisis de estado del SLA en vista de cohorte."
2024-09-29 07:43:41 +07:00
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:212
2024-09-29 07:43:41 +07:00
msgid "The cohort view examines the life cycle of data over time."
msgstr ""
"La vista cohorte examina el ciclo de vida de la información a lo largo del "
"tiempo."
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#: ../../content/applications/services/helpdesk/overview/sla.rst:215
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msgid ":ref:`Reporting views <reporting/views>`"
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msgstr ":ref:`Vistas de informe <reporting/views>`"
2024-09-29 07:43:41 +07:00
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/helpdesk/overview/sla.rst:216
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msgid ""
":doc:`Allow customers to close their tickets "
"</applications/services/helpdesk/advanced/close_tickets>`"
msgstr ""
":doc:`Permita que los clientes cierren sus tickets "
"</applications/services/helpdesk/advanced/close_tickets>`"
2025-01-05 08:44:31 +07:00
#: ../../content/applications/services/helpdesk/overview/stages.rst:3
msgid "Stages"
msgstr "Etapas"
#: ../../content/applications/services/helpdesk/overview/stages.rst:5
msgid ""
"*Stages* are used to organize the **Helpdesk** pipeline and track the "
"progress of tickets. Stages are customizable, and can be renamed to fit the "
"needs of each team."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:9
msgid "Create or modify stages"
msgstr "Crear o modificar etapas"
#: ../../content/applications/services/helpdesk/overview/stages.rst:12
msgid ""
":ref:`Developer mode <developer-mode>` **must** be activated to access the "
"stages menu. To activate developer mode, go to :menuselection:`Settings app "
"--> General Settings --> Developer Tools`, and click :guilabel:`Activate the"
" developer mode`."
msgstr ""
"**Debe** habilitar el :ref:`modo de desarrollador <developer-mode>` para "
"acceder al menú de etapas. Para activar el modo de desarrollador vaya a "
":menuselection:`Ajustes --> Ajustes generales --> Herramientas de "
"desarrollador` y haga clic en :guilabel:`Activar modo de desarrollador`."
#: ../../content/applications/services/helpdesk/overview/stages.rst:16
msgid ""
"To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app "
"--> Configuration --> Stages`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:19
msgid ""
"The default list view on the :guilabel:`Stages` page displays the stages "
"currently available in the **Helpdesk** app. They are listed in the order "
"they appear in the pipeline."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:22
msgid ""
"To change the order of the stages, click the :icon:`oi-draggable` "
":guilabel:`(draggable)` icon, to the left of the stage name, and drag it to "
"the desired place on the list."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
msgid ""
"View of the stage list page emphasizing the buttons used to change the order the stages\n"
"appear in the list."
msgstr ""
"Vista de la página de lista de etapas donde se destacan los botones que se usan para cambiar el orden en el que aparecen\n"
"las etapas de la lista."
#: ../../content/applications/services/helpdesk/overview/stages.rst:30
msgid ""
"Change the stage order on the Kanban view of a **Helpdesk** team's pipeline "
"by dragging and dropping individual columns."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:33
msgid ""
"To create a new stage, click the :guilabel:`New` button at the top-left of "
"the stage list. Doing so reveals a blank stage form."
msgstr ""
"Para crear una nueva etapa, haga clic en el botón :guilabel:`Nuevo` en la "
"parte superior izquierda de la lista de etapas. Así se mostrará un "
"formulario de etapa en blanco."
#: ../../content/applications/services/helpdesk/overview/stages.rst:36
msgid "Choose a :guilabel:`Name` for the new stage."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
msgid "View of a stage's settings page in Odoo Helpdesk."
msgstr ""
"Vista de la página de ajustes de una etapa en la aplicación Soporte al "
"cliente de Odoo."
#: ../../content/applications/services/helpdesk/overview/stages.rst:42
msgid "Add email and SMS templates to stages"
msgstr "Agregar plantillas de correo electrónico y SMS a las etapas"
#: ../../content/applications/services/helpdesk/overview/stages.rst:44
msgid ""
"When an :guilabel:`Email Template` is added to a stage, a preconfigured "
"email is automatically sent to the customer when a ticket reaches that "
"specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template`"
" triggers a preconfigured SMS text message to send to the customer."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:49
msgid ""
"SMS text messaging is an :doc:`In-App Purchase (IAP) "
"</applications/essentials/in_app_purchase/>` service that requires prepaid "
"credits to work. Refer to `SMS Pricing FAQ <https://iap-"
"services.odoo.com/iap/sms/pricing>`_ for additional information."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:53
msgid ""
"To select an existing email template, select it from the :guilabel:`Email "
"Template` field. After choosing a template, click on the :icon:`oi-arrow-"
"right` :guilabel:`(right arrow)` icon to the right of the field to edit the "
"chosen template."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:57
msgid ""
"To create a new template from this form, click the field, and enter a title "
"for the new template. Then, select :guilabel:`Create and edit` from the "
"drop-down menu that appears, and complete the form details."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:61
msgid ""
"Follow the same steps to select, edit, or create an :guilabel:`SMS "
"Template`."
msgstr ""
"Siga los mismos pasos para seleccionar, editar o crear una "
":guilabel:`plantilla SMS`."
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
msgid "View of an SMS template setup page in Odoo Helpdesk."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:67
msgid ":doc:`/applications/general/companies/email_template`"
msgstr ":doc:`/applications/general/companies/email_template`"
#: ../../content/applications/services/helpdesk/overview/stages.rst:70
msgid "Fold a stage"
msgstr "Plegar una etapa"
#: ../../content/applications/services/helpdesk/overview/stages.rst:72
msgid ""
"By default, stages are unfolded in the Kanban view of either tickets "
"dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets "
"--> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app "
"--> Tickets --> All Tickets`)."
msgstr ""
"Las etapas están abiertas de forma predeterminada en la vista de kanban del "
"tablero de cualquiera de los tickets: :guilabel:`Mis tickets` "
"(:menuselection:`Soporte al cliente --> Tickets --> Mis tickets`) o "
":guilabel:`Todos los tickets` (:menuselection:`Soporte al cliente --> "
"Tickets --> Todos los tickets`)."
#: ../../content/applications/services/helpdesk/overview/stages.rst:76
msgid ""
"Tickets in an unfolded stage are visible in the pipeline under the stage "
"name, and are considered *open*."
msgstr ""
"Tickets en una etapa desplegada se pueden ver en la etapa bajo el nombre de "
"la etapa y se consideran como *abiertos*."
#: ../../content/applications/services/helpdesk/overview/stages.rst:79
msgid ""
"Stages can be configured to be folded in the Kanban view of a tickets page."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:81
msgid ""
"The name of the folded stages are still visible, but the tickets in the "
"stage are hidden from view."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:83
msgid ""
"To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the "
":guilabel:`Stages` form."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:86
msgid ""
"Tickets that reach a *folded* stage are considered *closed*. Closing a "
"ticket before the work is completed can result in reporting and "
"communication issues. This setting should **only** be enabled for stages "
"that are considered *closing* stages."
msgstr ""
"Los tickets que llegan a una etapa *plegada* se consideran *cerrados*. "
"Cerrar un ticket antes de completar el trabajo puede causar problemas en los"
" informes y la comunicación, por lo que este ajuste solo se debe habilitar "
"en etapas que se consideran *de cierre*."
#: ../../content/applications/services/helpdesk/overview/stages.rst:91
msgid "Temporarily fold a stage"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst:93
msgid ""
"Stages can be temporarily folded in the Kanban view of the tickets pipeline,"
" as well."
msgstr ""
"También es posible plegar etapas temporalmente en la vista de kanban del "
"flujo de tickets."
#: ../../content/applications/services/helpdesk/overview/stages.rst:95
msgid ""
"View a specific team's pipeline by navigating to :menuselection:`Helpdesk "
"app`, and clicking the team's Kanban card."
msgstr ""
"Vaya a :menuselection:`Soporte al cliente` para ver el flujo de un equipo en"
" específico y haga clic en su tarjeta de kanban."
#: ../../content/applications/services/helpdesk/overview/stages.rst:98
msgid ""
"Hover the cursor at the top of the desired stage to fold temporarily, then "
"click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and select "
":guilabel:`Fold` from the drop-down menu."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/stages.rst-1
msgid ""
"Kanban view of a Helpdesk stage, with the temporary fold option emphasized."
msgstr ""
"Vista de kanban de una etapa de Soporte al cliente donde se destaca la "
"opción para plegar la etapa de forma temporal."
#: ../../content/applications/services/helpdesk/overview/stages.rst:105
msgid ""
"Manually folding a stage from the Kanban view is temporary and does **not** "
"close the tickets in the stage."
msgstr ""
"Si pliega la etapa de manera manual desde la vista de kanban es una acción "
"temporal y **no** hará que se cierren los tickets en esta etapa."
#: ../../content/applications/services/helpdesk/overview/stages.rst:109
msgid "Assign stages to a team"
msgstr "Asignar etapas a un equipo"
#: ../../content/applications/services/helpdesk/overview/stages.rst:111
msgid ""
"Make a selection in the :guilabel:`Helpdesk Teams` field on the "
":guilabel:`Stages` form. More than one team may be selected, since the same "
"stage can be assigned to multiple teams."
msgstr ""
"Elija un :guilabel:`equipo de soporte al cliente` en el campo "
"correspondiente del formulario de :guilabel:`etapas`. Puede seleccionar más "
"de un equipo, ya que puede asignar las mismas etapas a varios equipos."
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/planning.rst:5
msgid "Planning"
msgstr "Planificación"
#: ../../content/applications/services/planning.rst:7
msgid ""
"**Odoo Planning** allows you to plan your team's schedule and manage shifts "
"and resources."
msgstr ""
"**La aplicación Planeación de Odoo** le permite planear el horario del "
"equipo y gestionar los turnos y los recursos."
#: ../../content/applications/services/planning.rst:9
msgid ""
"Handling your team's planning comes with specific requirements that may vary"
" widely depending on your business needs. The following concepts were "
"introduced in Odoo Planning to meet those needs:"
msgstr ""
"Gestionar la planificación de su equipo viene con requerimientos específicos"
" que pueden variar ampliamente dependiendo de las necesidades de su negocio."
" Los siguientes conceptos se introdujeron en Planeación de Odoo para "
"satisfacer esas necesidades:"
#: ../../content/applications/services/planning.rst:12
msgid ""
"**Shifts** are dispatched to **resources**, which can be either :ref:`human "
"<planning/employees>` (employees) or :ref:`material <planning/materials>` "
"(e.g., equipment). The resources are assigned :ref:`roles <planning/roles>`,"
" which allows for organization of work within the team."
msgstr ""
"**Los turnos** se envían a **recursos**, que pueden ser :ref:`humanos "
"<planning/employees>` (empleados) o :ref:`materiales <planning/materials>` "
"(por ejemplo, equipos). A los recursos se les asignan :ref:`funciones "
"<planning/roles>`, lo que permite organizar el trabajo dentro del equipo."
#: ../../content/applications/services/planning.rst:16
msgid ""
"Once the initial configuration is done, :ref:`planning shifts "
"<planning/shifts>` can be done manually or automated by using the :ref:`Auto"
" Plan <planning/open-shifts>` feature."
msgstr ""
"Una vez que termine la configuración inicial puede :ref:`planear turnos "
"<planning/shifts>` de manera manual o automática con la función "
":ref:`Planeación automática <planning/open-shifts>`."
#: ../../content/applications/services/planning.rst:19
msgid ""
"An integration between the Planning and Sales apps allows the linking of "
"sold services to roles and shifts in Planning. Additionally, integration "
"with :doc:`Project <project>` allows dedicating shifts, and thus time and "
"resources, to specific projects."
msgstr ""
"La integración entre las aplicaciones Planeación y Ventas permite vincular "
"los servicios vendidos a funciones y turnos en Planeación. Además, la "
"integración con :doc:`Proyectos <project>` permite asignar turnos, tiempo y "
"recursos a proyectos específicos."
#: ../../content/applications/services/planning.rst:24
msgid "`Odoo tutorials: Planning <https://www.odoo.com/slides/planning-60>`_"
msgstr ""
"`Tutoriales de Odoo: Planeación <https://www.odoo.com/slides/planning-60>`_"
#: ../../content/applications/services/planning.rst:34
msgid "Roles"
msgstr "Roles"
#: ../../content/applications/services/planning.rst:36
msgid ""
"To define the roles your resources perform (e.g., chef, bartender, waiter), "
"go to :menuselection:`Planning --> Configuration --> Roles`, then click "
":guilabel:`New`, and fill in the :guilabel:`Name` (e.g., assistant, "
"receptionist, manager). Then, choose the :guilabel:`Resources` that will "
"perform this role. Resources can be either :ref:`Employees "
"<planning/employees>` or :ref:`Materials <planning/materials>`."
msgstr ""
"Para definir las funciones que sus recursos realicen (por ejemplo, barman, "
"camarero), vaya a :menuselection:`Planeación--> Configuración --> "
"Funciones`, después haga clic en :guilabel:`Nuevo` y llene el "
":guilabel:`Nombre` (por ejemplo, asistente, recepcionista, gerente). "
"Después, seleccione la :guilabel:`función` que realizará este trabajo. Los "
"recursos puede ser ya sea :ref:`empleados <planeación/empleados>` o "
":ref:`Materiales <planeación/materiales>`."
#: ../../content/applications/services/planning.rst:43
msgid ""
"If the Sales app is installed in your database, the :guilabel:`Services` "
"field appears, allowing you to specify which roles are needed to perform "
"services so that the shifts are dispatched to the right person."
msgstr ""
"Si la aplicación de Ventas está instalada en su base de datos, aparece el "
"campo :guilabel:`Servicios`, lo cual le permite especificar qué funciones se"
" necesitan para realizar los servicios y los turnos se le asignen a la "
"persona correcta."
#: ../../content/applications/services/planning.rst:46
msgid ""
"Roles are taken into account when using the :ref:`Auto Plan feature "
"<planning/open-shifts>`."
msgstr ""
"Las funciones se toman en cuenta cuando se usa :ref:`la función Planeación "
"automática <planning/open-shifts>`."
#: ../../content/applications/services/planning.rst:49
msgid "Property fields and roles"
msgstr "Campos de propiedad y funciones"
#: ../../content/applications/services/planning.rst:51
msgid ""
"**Property fields** allow you to add custom fields to forms across several "
"Odoo applications. Planning includes the possibility of adding property "
"fields linked to roles to shifts."
msgstr ""
"**Las propiedades de los campos** le permite agregar campos personalizados a"
" formularios a través de varias aplicaciones de Odoo. La Planeación incluye "
"la posibilidad de agregar campos de propiedad a las funciones de los turnos."
#: ../../content/applications/services/planning.rst:54
msgid ""
"To create a property field, switch to the list view from any schedule. From "
"there, click :guilabel:`View` on the shift that you wish to edit. If the "
":guilabel:`Role` field is empty, fill it in with the desired role, then "
"click the cog icon and select :guilabel:`Add Properties`. :doc:`Configure "
"<../productivity/knowledge/properties>` the new field according to your "
"needs."
msgstr ""
"Para crear un campo de propiedad, cambie a la vista de lista desde cualquier"
" calendario. Desde ahí, haga clic en :guilabel:`Vista` en el turno que "
"quiera editar. Si el campo :guilabel:`Función` está vacío, llénelo con la "
"función deseada, después haga clic en el icono cog y seleccione "
":guilabel:`Agregar propiedades`. :doc:`Configure "
"<../productivity/knowledge/properties>` el nuevo campo según sus "
"necesidades."
#: ../../content/applications/services/planning.rst-1
msgid "Creating a new property field in Planning."
msgstr "Crear un nuevo campo de propiedad en Planeación."
#: ../../content/applications/services/planning.rst:62
msgid ""
"The property field is linked to the role and is included in the shift form "
"of all shifts performed by this role."
msgstr ""
"El campo de propiedad está vinculado a la función y está incluido en el "
"formulario de turno de todos los turnos que se tienen que realizar."
#: ../../content/applications/services/planning.rst:66
msgid "Some of the use cases of role property fields include:"
msgstr ""
"Algunos de los casos de uso de los campos de propiedades de rol incluyen:"
#: ../../content/applications/services/planning.rst:68
msgid ""
"**Accreditation**: for roles that require a specific permit (e.g., driving "
"license)"
msgstr ""
"**Acreditación**: para las funciones que necesitan un permiso especial (por "
"ejemplo, licencia de conducir)"
#: ../../content/applications/services/planning.rst:69
msgid ""
"**Location**: in companies that operate in multiple locations (e.g., shops "
"or restaurants)"
msgstr ""
"**Ubicación**: para empresas que operan en diferentes ubicaciones (por "
"ejemplo, tiendas o restaurantes)"
#: ../../content/applications/services/planning.rst:70
msgid ""
"**Language**: in a multi-lingual environment (e.g., consulting company)"
msgstr ""
"**Idioma**: en un entorno con varios idiomas (por ejemplo, una empresa de "
"consultoría)"
#: ../../content/applications/services/planning.rst:75
msgid "Employees"
msgstr "Empleados"
#: ../../content/applications/services/planning.rst:77
msgid "All employees can be included in the planning and assigned shifts."
msgstr ""
"Todos los empleados se pueden incluir en la planeación y en los turnos "
"asignados."
#: ../../content/applications/services/planning.rst:79
msgid ""
"To adapt the employee's planning settings, go to :menuselection:`Planning "
"--> Configuration --> Employees`, and choose the employee for whom you want "
"to edit the settings. Then, go to the :guilabel:`Work Information` tab."
msgstr ""
"Para adaptar los ajustes de planeación de los empleados "
":menuselection:`Planeación --> Configuración --> Empleados` y seleccione el "
"empleado para el que quiere editar los ajustes. Después, vaya a la pestaña "
":guilabel:`Información de trabajo`."
#: ../../content/applications/services/planning.rst-1
msgid "Employee profile and the work information tab."
msgstr "Perfil del empleado y la pestaña de información de trabajo."
#: ../../content/applications/services/planning.rst:87
msgid ""
"You can do the same from the **Employees** app, which is installed by "
"default along with Planning."
msgstr ""
"Puede hacer lo mismo desde la aplicación **Empleados** que se instala de "
"forma predeterminada con Planeación."
#: ../../content/applications/services/planning.rst:90
msgid ""
"Two sections of the employee's :guilabel:`Work Information` tab have an "
"impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working "
"Hours` field) and :guilabel:`Planning`."
msgstr ""
"Dos secciones de la pestaña :guilabel:`Información Laboral` del empleado "
"afectan a la aplicación Planificación: :guilabel:`Horario` (es decir, el "
"campo :guilabel:`Horas laborales`) y :guilabel:`Planificación`."
#: ../../content/applications/services/planning.rst:94
msgid "Working hours"
msgstr "Horas laborales"
#: ../../content/applications/services/planning.rst:96
msgid ""
"The :guilabel:`Working Hours` are taken into account when the "
":guilabel:`Allocated Time` and its percentage is calculated for :ref:`shifts"
" <planning/templates>`. If the :guilabel:`Working Hours` field is left "
"blank, the employee is considered to be working flexible hours."
msgstr ""
"Las :guilabel:`Horas laborales` se tienen en cuenta cuando se calcula el "
":guilabel:`Tiempo asignado` y su porcentaje para :ref:`turnos "
"<planificación/plantillas>`. Si el campo :guilabel:`Horas laborales` se deja"
" en blanco, se considera que el empleado trabaja en horario flexible."
#: ../../content/applications/services/planning.rst:100
msgid ""
"To create individual :guilabel:`Working Hours`, for example, for employees "
"working part-time, click :guilabel:`Search more...`, then :guilabel:`New`."
msgstr ""
"Para crear :guilabel:`Horas laborales` individuales, por ejemplo, para "
"empleados que trabajan medio tiempo, haga clic en :guilabel:`Buscar más...` "
"y después :guilabel:`Nuevo`."
#: ../../content/applications/services/planning.rst:104
msgid ""
"The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning"
" can impact **Payroll**, if the employee's contract is configured to "
"generate work entries based on shifts."
msgstr ""
"Las :guilabel:`Horas laborales` y el :guilabel:`Tiempo asignado` en "
"Planificación pueden afectar a la aplicación **Nómina**, si el contrato del "
"empleado está configurado para generar entradas de trabajo basadas en "
"turnos."
#: ../../content/applications/services/planning.rst:108
msgid ""
":ref:`Payroll documentation on working schedules <payroll/working-times>`"
msgstr ""
":ref:`Documentación de Nómina en los horarios laborales <payroll/working-"
"times>`"
#: ../../content/applications/services/planning.rst:111
msgid "Planning roles"
msgstr "Planear funciones"
#: ../../content/applications/services/planning.rst:113
msgid "Once an employee has one or more :guilabel:`Roles`:"
msgstr "Una vez que un empleado tiene una o más :guilabel:`Funciones`:"
#: ../../content/applications/services/planning.rst:115
msgid ""
"When creating a shift for this employee, only the shift templates from the "
"roles chosen in this field are displayed."
msgstr ""
"Al crear un turno para este empleado, solo se muestra la plantilla de turnos"
" de las funciones elegidas en este campo."
#: ../../content/applications/services/planning.rst:117
msgid ""
"When a schedule is published, the employee is only notified of open shifts "
"for the roles that are assigned to them."
msgstr ""
"Cuando se publica un horario, solo se notifica al empleado los turnos "
"abiertos para las funciones que tiene asignadas."
#: ../../content/applications/services/planning.rst:119
msgid ""
"When auto-assigning open shifts or planning sales orders, the employee is "
"only assigned shifts for the roles assigned to them."
msgstr ""
"Cuando se autoasignan turnos abiertos o se planifican pedidos de cliente, al"
" empleado solo se le asignan los turnos correspondientes a las funciones que"
" tiene asignadas."
#: ../../content/applications/services/planning.rst:122
msgid "Additionally, when a :guilabel:`Default role` is defined:"
msgstr "Además, cuando se define una :guilabel:`Función predeterminada`."
#: ../../content/applications/services/planning.rst:124
msgid ""
"When creating a shift for the employee, the default role is automatically "
"selected."
msgstr ""
"Al crear un turno para los empleados, la función se selecciona de forma "
"automática."
#: ../../content/applications/services/planning.rst:125
msgid ""
"This role also has precedence over the other roles of the employee when "
"auto-assigning open shifts or planning sales orders."
msgstr ""
"Este rol también tiene preferencia sobre los demás roles del empleado a la "
"hora de autoasignar turnos abiertos o planificar pedidos de venta."
#: ../../content/applications/services/planning.rst:129
msgid ""
"If the Planning roles fields are left empty, there are no restrictions in "
"the shift templates and open shifts shared with the employee. However, it’ s "
"not possible to use the **Auto Plan** feature for employee with no roles."
msgstr ""
"Si los campos de funciones de planificación se dejan vacíos, no hay "
"restricciones en las plantillas de turnos y turnos abiertos compartidos con "
"el empleado. Sin embargo, no es posible utilizar la función **Planificación "
"automática** para empleados sin roles."
#: ../../content/applications/services/planning.rst:136
msgid "Materials"
msgstr "Materiales"
#: ../../content/applications/services/planning.rst:138
msgid ""
"**Materials** are resources that can be assigned shifts and working hours "
"but are not employees. For example, a construction company could use "
"materials to create shifts for shared machines (e.g., cranes, forklifts)."
msgstr ""
"**Los materiales** son recursos a los que se pueden asignar turnos y horas "
"de trabajo, pero no son empleados. Por ejemplo, una empresa de construcción "
"podría utilizar materiales para crear turnos para máquinas compartidas (por "
"ejemplo, grúas, carretillas elevadoras)."
#: ../../content/applications/services/planning.rst:142
msgid ""
"Similarly to employees, materials can be assigned roles and working time."
msgstr ""
"Como con los empleados, usted puede asignar funciones y horas laborales a "
"los materiales."
#: ../../content/applications/services/planning.rst:147
msgid "Shift templates"
msgstr "Plantillas de turnos"
#: ../../content/applications/services/planning.rst:149
msgid ""
"To create a shift template, click :guilabel:`New` on any schedule, then fill"
" in the :ref:`details of the shift <planning/create-shift>`. In order for "
"the shift to be saved as a template, tick :guilabel:`Save as Template`."
msgstr ""
"Para crear una plantilla de turno, haga clic en :guilabel:`Nuevo` en "
"cualquier horario y, a continuación, llene los :ref:`detalles del turno "
"<planificación/crear-turno>`. Para que el turno se guarde como plantilla, "
"seleccione :guilabel:`Guardar como plantilla`."
#: ../../content/applications/services/planning.rst-1
msgid "Shift form with the option `save template` ticked."
msgstr "Formulario de turno con la opción `guardar plantilla` marcada."
#: ../../content/applications/services/planning.rst:156
msgid ""
"Alternatively, you can go to :menuselection:`Planning --> Configuration --> "
"Shift Templates`, then click :guilabel:`New`. Fill in the :guilabel:`Start "
"Hour` and :guilabel:`Shift Duration`. The shift’ s :guilabel:`End Time` is "
"then calculated based on the :guilabel:`Working Hours`, taking into account "
"working time as well as breaks."
msgstr ""
"También puede ir a :menuselection:`Planificación --> Configuración --> "
"Plantillas de turnos` y, a continuación, haga clic en :guilabel:`Nuevo`. "
"Introduzca la :guilabel:`Hora de inicio` y la :guilabel:`Duración del "
"turno`. La :guilabel:`Hora de finalización` del turno se calcula en base a "
"las :guilabel:`Horas de trabajo`, teniendo en cuenta el tiempo de trabajo y "
"las pausas."
#: ../../content/applications/services/planning.rst:162
msgid ""
"The employee's working hours are Monday to Friday, 8 am to 5 pm, with a "
"break between 12 and 1 pm."
msgstr ""
"Las horas laborales de los empleados son de lunes a viernes de 8 a. m. a 5 "
"p. m. con un descanso de 12 a 1 p. m."
#: ../../content/applications/services/planning.rst:165
msgid ""
"Creating a shift template with a start hour of 9 am and a duration of 8 "
"hours will result in the end hour being 5 pm, based on the working hours and"
" the 1-hour break."
msgstr ""
"La creación de una plantilla de turnos con una hora de inicio a las 9 de la "
"mañana y una duración de 8 horas hará que la hora de finalización sean las 5"
" de la tarde, basándose en las horas de trabajo y la pausa de 1 hora."
#: ../../content/applications/services/planning.rst:167
msgid ""
"Creating a shift template with a start hour of 10 am and a duration of 10 "
"hours will result in the end hour of 10 am the following day, as the company"
" is closed at 5 pm according to the working hours."
msgstr ""
"La creación de una plantilla de turnos con una hora de inicio a las 10 de la"
" mañana y una duración de 10 horas hará que la hora de finalización sean las"
" 10 de la mañana del siguiente día, ya que la empresa cierra a las 5 de la "
"tarde según las horas laborales."
#: ../../content/applications/services/planning.rst:171
msgid "Additionally, for each shift template, you can also configure:"
msgstr "Además, por cada plantilla de turno también puede configurar:"
#: ../../content/applications/services/planning.rst:173
msgid ":guilabel:`Role`: to link the shift to this specific role."
msgstr ""
":guilabel:`Función`: para vincular el turno a esta función en específico."
#: ../../content/applications/services/planning.rst:174
msgid ""
":guilabel:`Project`: to keep track of shifts that are dedicated to work on a"
" project."
msgstr ""
":guilabel:`Proyecto`: para rastrear los turnos que son específicos para "
"trabajar en un proyecto."
#: ../../content/applications/services/planning.rst:179
msgid "Planning shifts"
msgstr "Planeación de turnos"
#: ../../content/applications/services/planning.rst:181
msgid ""
"On opening the Planning app, the users see their own schedule. Users with "
"admin roles can also see :guilabel:`Schedule by Resource`, :guilabel:`Role`,"
" :guilabel:`Project`, or :guilabel:`Sales Order`, as well as reporting and "
"configuration menus."
msgstr ""
"Al abrir la aplicación Planeación, los usuarios ven su propio horario. Los "
"usuarios con funciones de administración también pueden ver "
":guilabel:`Programar por recurso`, :guilabel:`Función`, :guilabel:`Proyecto`"
2024-12-15 08:43:01 +07:00
" o :guilabel:`Orden de ventas`, así como los menús de informes y "
2024-09-29 07:43:41 +07:00
"configuración."
#: ../../content/applications/services/planning.rst:186
msgid ""
"The schedule is displayed in the Gantt view, which allows you to edit (with "
"a drag and drop), resize, split, and duplicate shifts without having to open"
" them."
msgstr ""
"El calendario se muestra en la vista gantt, lo cual le permite editar (con "
"arrastrar y soltar), cambiar el tamaño y duplicar los turnos sin tener que "
"abrirlos."
#: ../../content/applications/services/planning.rst-1
msgid "A schedule displaying various visual elements."
msgstr "Un calendario muestra varios elementos visuales."
#: ../../content/applications/services/planning.rst:192
msgid "The following visual elements are used on the shifts in the schedules:"
msgstr ""
"Los siguientes elementos visuales se usan en los turnos en los calendarios:"
#: ../../content/applications/services/planning.rst:194
msgid "**Full color**: shifts that are planned and published."
msgstr "**Color sólido**: los turnos que están planeados y publicados."
#: ../../content/applications/services/planning.rst:195
msgid ""
"**Diagonal stripes**: shifts that are planned but have yet to be published."
msgstr ""
"*Rayas diagonales**: los turnos que se planearon pero no se han publicado."
#: ../../content/applications/services/planning.rst:196
msgid "**Grayed-out background**: employees that are on time off."
msgstr "**Fondo atenuado**: empleados que están en tiempo personal."
#: ../../content/applications/services/planning.rst:197
msgid ""
"**Progress bar**: currently ongoing shifts with timesheets linked to them."
msgstr ""
"**Barra de progreso**: los turnos que están en curso y tienen hojas de horas"
" vinculadas a ellos."
#: ../../content/applications/services/planning.rst:198
msgid ""
"**Grayed-out shift**: when copying shifts, the copied shifts are shown in "
"full color, whereas previously existing shifts are temporarily greyed out. "
"The color changes back to full color or diagonal stripes on the next refresh"
" of the page or by removing the filter."
msgstr ""
"**Turno con color atenuado**: al copiar turnos, los turnos copiados se "
"muestran en color sólido, mientras que los turnos que ya existían estarán en"
" un color atenuado. El color volverá a ser sólido o con rayas diagonales "
"cuando vuelva a cargar la página o al quitar el filtro."
#: ../../content/applications/services/planning.rst:205
msgid "Create a shift"
msgstr "Crear un turno"
#: ../../content/applications/services/planning.rst:207
msgid ""
"To create a shift, go to any schedule, then click :guilabel:`New`. In the "
"pop-up window that opens, fill in the following details:"
msgstr ""
"Para crear un turno, vaya a cualquier calendario y después haga clic en "
":guilabel:`Nuevo`. En la ventana emergente que aparece, llene los siguientes"
" detalles:"
#: ../../content/applications/services/planning.rst:210
msgid ""
"**Templates**: If there is one or more templates existing in your database, "
"they are displayed in the upper section of the pop-up window. Once selected,"
" a template prefills the shift form accordingly."
msgstr ""
"**Plantillas**: si hay una o más plantillas existentes en su base de datos "
"se mostrarán en la sección superior de la ventana emergente. Una vez que la "
"seleccione, la plantilla llenará los datos del turno de forma automática."
#: ../../content/applications/services/planning.rst:213
msgid ""
":guilabel:`Resource`: Resources can be both employees or materials. If this "
"field is left empty, the shift is considered an :ref:`open shift "
"<planning/open-shifts>`."
msgstr ""
":guilabel:`Recurso`: los recursos pueden ser tanto empleados como "
"materiales. Si este campo está en blanco, el turno se considera como "
":ref:`turno abierto <planning/open-shifts>`."
#: ../../content/applications/services/planning.rst:215
msgid ""
":guilabel:`Role`: Select the role that the resource assigned will be "
"performing. This field is used when :ref:`auto-planning <planning/open-"
"shifts>` shifts. Once you select a role, the shift templates associated with"
" it are displayed in the upper section of the pop-up window."
msgstr ""
":guilabel:`Función`: seleccione la función que se le asignará al recurso. "
"Este campo se usa al realizar la :ref:`planeación automática <planning/open-"
"shifts>` de turnos. Una vez que seleccione una función, las plantillas de "
"turnos que están asociadas al mismo se mostrarán en la sección superior de "
"la ventana emergente."
#: ../../content/applications/services/planning.rst:218
msgid ""
":guilabel:`Project`: If the Project app is installed in your database, this "
"field allows you to link the project to the shift is available, allowing you"
" to plan and track shifts dedicated to work on the selected project."
msgstr ""
":guilabel:`Proyecto`: si instaló la aplicación Proyecto en su base de datos,"
" este campo le permite vincular el proyecto a un turno disponible; así podrá"
" planear y monitorear los turnos que se dedican a trabajar en este proyecto."
#: ../../content/applications/services/planning.rst:221
msgid ""
":guilabel:`Sales Order Item`: If the Sales app is installed in your "
"database, this field allows you to link a sales order to the shift."
msgstr ""
":guilabel:`Artículo en la orden de venta`: si instaló la aplicación Ventas "
"en su base de datos, este campo le permite vincular una orden de vena al "
"turno."
#: ../../content/applications/services/planning.rst:223
msgid ""
":guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat "
"Every` field according to your needs. The following rules apply to recurring"
" shifts:"
msgstr ""
":guilabel:`Repetir`: marque la casilla y configure el campo "
":guilabel:`Repetir cada` según sus necesidades. Las siguientes reglas "
"aplican a turnos recurrentes:"
#: ../../content/applications/services/planning.rst:226
msgid ""
"All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, "
":guilabel:`Project`) are copied from the original shift except for the date,"
" which is adjusted according to the :guilabel:`Repeat Every` field."
msgstr ""
"Todos los campos (por ejemplo, :guilabel:`Recurso`, :guilabel:`Función`, "
":guilabel:`Proyectot`) se copian desde el turno original, a excepción de la "
"fecha, que se ajustará dependiendo de lo que ponga en el campo "
":guilabel:`Repetir cada`."
#: ../../content/applications/services/planning.rst:229
msgid "Recurrences are planned but not published."
msgstr "Los recursos se planean pero no se publican."
#: ../../content/applications/services/planning.rst:230
msgid ""
"By default, planned shifts are created six months in advance, after which "
"they are created gradually. To change the time frame, :ref:`activate the "
"Developer mode <developer-mode>`, then go to :menuselection:`Planning --> "
"Configuration --> Settings` and edit the :guilabel:`Recurring Shifts`."
msgstr ""
"Los turnos planeados se crean de forma predeterminada con seis meses de "
"antelación, después se crearán de forma gradual. Para cambiar el plazo, "
":ref:`active el modo de desarrollador <developer-mode>`, vaya a "
":menuselection:`Planeación --> Configuración --> Ajustes` y edite los "
":guilabel:`turnos recurrentes`."
#: ../../content/applications/services/planning.rst:235
msgid ""
":guilabel:`Save as Template`: When this option is ticked, a shift template "
"is created with the same :guilabel:`Start and End hours`, "
":guilabel:`Allocated time`, :guilabel:`Role`, and :guilabel:`Project`."
msgstr ""
":guilabel:`Guardar como plantilla`: cuando se marca esta opción, se crea una"
" plantilla para el turno con la misma :guilabel:`Hora de inicio y de "
"finalización`, :guilabel:`Tiempo asignado`, :guilabel:`Función` y "
":guilabel:`Proyecto`."
#: ../../content/applications/services/planning.rst:238
msgid ""
":guilabel:`Additional note sent to the employee`: Click on the field to add "
"a note."
msgstr ""
":guilabel:`Nota adicional enviada al empleado`: haga clic en este campo para"
" agregar una nota."
#: ../../content/applications/services/planning.rst:239
msgid ""
":guilabel:`Date`: Choose the date and time of your shift. This is the only "
"mandatory field when creating a shift."
msgstr ""
":guilabel:`Fecha`: seleccione la fecha y hora de su turno. Este es el único "
"campo obligatorio al crear un turno."
#: ../../content/applications/services/planning.rst:241
msgid ""
":guilabel:`Allocated time`: Is calculated based on the date and the "
"employee’ s :guilabel:`Working Schedule`. See more in :ref:`Shift Templates "
"<planning/templates>`."
msgstr ""
":guilabel:`Tiempo asignado`: se calcula según la fecha y el "
":guilabel:`Horario laboral` del empleado. Para más información consulte "
":ref:`plantillas de turnos <planning/templates>`."
#: ../../content/applications/services/planning.rst:244
msgid ""
"Click :guilabel:`Publish & Save` to confirm the shift and send the assigned "
"employee their schedule by email."
msgstr ""
"Haga clic en :guilabel:`Publicar y guardar` para confirmar el turno y "
"enviarle al empleado asignado su horario por correo electrónico."
#: ../../content/applications/services/planning.rst:248
msgid ""
"The draft is visible on the admin planning view and can be identified by "
"diagonal lines. The employee is only notified of the shift once it's "
"published."
msgstr ""
"El borrador se puede ver en la vista de planeación del administrador y lo "
"puede identificar por las líneas diagonales. El empleado solo recibirá una "
"notificación cuando se publique el turno."
#: ../../content/applications/services/planning.rst:251
msgid ""
"Two kinds of notifications are sent to the employees depending on their "
"account configuration:"
msgstr ""
"Se envían dos tipos de notificaciones a los empleados según la configuración"
" de su cuenta:"
#: ../../content/applications/services/planning.rst:253
msgid ""
"Employees without user accounts are redirected to a dedicated **Planning "
"portal**."
msgstr ""
"Los empleados que no tengan cuentas de usuario recibirán una notificación "
"para ir al **Portal de planeación**."
#: ../../content/applications/services/planning.rst:254
msgid ""
"Employees with a user account are redirected to the :guilabel:`My Planning` "
"view in the backend view of Odoo."
msgstr ""
"Los empleados que sí tengan una cuenta de empleado recibira´ n una "
"notificación para ir a la vista :guilabel:`Mi planeación` en el backend de "
"Odoo"
#: ../../content/applications/services/planning.rst:260
msgid "Open shifts and auto planning"
msgstr "Turnos abiertos y planeación automática"
#: ../../content/applications/services/planning.rst:262
msgid ""
"The :guilabel:`Auto Plan` button allows you to assign **Open shifts** "
"(shifts with no resource assigned) and create and assign shifts linked to "
"sales orders or project."
msgstr ""
"El botón :guilabel:`Planeación automática` le permite asignar **turnos "
"abiertos** (turnos que no tienen recursos asignados) y crear y asignar "
"turnos que están vinculados a las órdenes de venta o proyecto."
#: ../../content/applications/services/planning.rst:265
msgid "The following features have an impact on auto planning:"
msgstr "Las siguientes funciones cambian la planeación automática:"
#: ../../content/applications/services/planning.rst:267
msgid ""
"**Roles**: Open shifts are only assigned to resources (employees or "
"materials) that have the corresponding role assigned. It is not possible to "
"use the :guilabel:`Auto Plan` feature for employee with no roles."
msgstr ""
"**Funciones**: los turnos abiertos solo se le asignan a recursos (empleados "
"o materiales) que tienen la función correspondiente. No es posible usar la "
"función :guilabel:`Planeación automática` para un empleado sin funciones."
#: ../../content/applications/services/planning.rst:270
msgid ""
"**Default roles**: The default role assigned to a resource is given priority"
" over the other roles they have assigned to them."
msgstr ""
"**Funciones predeterminadas**: las funciones predeterminadas asignadas a un "
"recurso tienen prioridad sobre las funciones que tienen asignadas."
#: ../../content/applications/services/planning.rst:272
msgid ""
"**Conflicts**: Employees or materials cannot be assigned multiple shifts at "
"the same time."
msgstr ""
"**Conflictos**: no puede asignar varios turnos al mismo tiempo a empleados o"
" materiales."
#: ../../content/applications/services/planning.rst:273
msgid ""
"**Time off**: The employees’ time off is taken into account, as well as "
"public holidays."
msgstr ""
"**Tiempo personal**: el tiempo personal del empleado se toma en cuenta, así "
"como los días festivos."
#: ../../content/applications/services/planning.rst:274
msgid ""
"**Company working hours**: Are taken into account when assigning shifts to "
"employees or materials."
msgstr ""
"**Horas laborales de la empresa**: se toman en cuenta al asignar los turnos "
"a empleados o materiales."
#: ../../content/applications/services/planning.rst:275
msgid ""
"**Contracts**: Employees without an active contract cannot be assigned "
"shifts."
msgstr ""
"**Contratos**: no puede asignar turnos a empleados que no tengan un contrato"
" activo."
#: ../../content/applications/services/planning.rst:277
msgid ""
"Click :guilabel:`Publish` to confirm the schedule and notify the employees "
"of their planning."
msgstr ""
"Haga clic en :guilabel:`Publicar` para confirmar el horario y notificar a "
"los empleados de la planeación."
#: ../../content/applications/services/planning.rst:282
msgid "Switching shifts and unassignment"
msgstr "Cambiar y desasignar turnos"
#: ../../content/applications/services/planning.rst:284
msgid ""
"Two features are available to allow employees to make changes to their "
"schedule: **switching shifts** and **unassignment**."
msgstr ""
"Hay dos funciones disponibles para que los empleados puedan cambiar su "
"propio horario: **cambiar turnos** y **eliminar asignación**."
#: ../../content/applications/services/planning.rst:288
msgid ""
"These features are mutually exclusive. Switching shifts is possible by "
"default and cannot be disabled. However, once the **Allow unassignment** "
"feature is enabled, it replaces the option to switch shifts."
msgstr ""
"Estas funciones son excluyentes entre sí. Es posible cambiar turnos de forma"
" predeterminada y esto no se puede desactivar. Sin embargo, cuando active la"
" función **Permitir eliminar asignación**, esta reemplazará la opción para "
"cambiar turnos."
#: ../../content/applications/services/planning.rst:293
msgid "Switching shifts"
msgstr "Cambiar turnos"
#: ../../content/applications/services/planning.rst:295
msgid ""
"Once shifts are planned and published, employees receive an email "
"notification. If an employee wishes to switch a shift, they can click the "
"unwanted shift and click :guilabel:`Ask to switch`."
msgstr ""
"Una vez que se planearon y publicaron los turnos los empleados recibirán una"
" notificación por correo electrónico. Si un empleado desea cambiar un turno,"
" pueden hacer clic en el turno que no quieren y después en "
":guilabel:`Solicitar un cambio`."
#: ../../content/applications/services/planning.rst:298
msgid ""
"The shift remains assigned to the original employee, but in the schedule, a "
"notification informing that the assigned employee would like to switch "
"shifts is visible on the shift."
msgstr ""
"El turno se le asigna al empleado original, pero en el horario se podrá ver "
"una notificación en la que se indica que el empleado asignado quiere cambiar"
" turnos."
#: ../../content/applications/services/planning.rst:301
msgid ""
"The shift is then displayed to other employees who share the same role, and "
"if they wish to assign it to themselves, they can click the :guilabel:`I "
"take it` button."
msgstr ""
"Después el turno se muestra a otros empleados que tienen la misma función y "
"si alguno quiere tomar el turno, solo deben hacer clic en el botón "
":guilabel:`Lo tomo`."
#: ../../content/applications/services/planning.rst:305
#: ../../content/applications/services/planning.rst:323
msgid "The following rules apply:"
msgstr "Aplican las siguientes reglas:"
#: ../../content/applications/services/planning.rst:307
msgid ""
"Only the shifts matching the employee's roles are displayed as available to "
"them."
msgstr ""
"Los únicos turnos que podrán ver los empleados serán los que tengan la misma"
" función que ellos."
#: ../../content/applications/services/planning.rst:308
#: ../../content/applications/services/planning.rst:326
msgid "Switching shifts is only available for shifts that are in the future."
msgstr "Solo es posible cambiar turnos que ocurrirán en el futuro."
#: ../../content/applications/services/planning.rst:311
msgid "Unassignment"
msgstr "Eliminar asignación"
#: ../../content/applications/services/planning.rst:313
msgid ""
"To allow employees to unassign themselves from shifts, go to "
":menuselection:`Planning --> Configuration --> Settings`, then tick the "
"checkbox :guilabel:`Allow Unassignment`. Then, specify the maximum number of"
" days that the employees can unassign themselves before the shift."
msgstr ""
"Para permitir que los empleados puedan eliminar la asignación de turnos vaya"
" a :menuselection:`Planeación --> Configuración --> Ajustes` después marque "
"la casilla a un lado de :guilabel:`Permitir eliminar asignación`. Después "
"especifique el número máximo de días que tiene un empleado antes del turno "
"para poder eliminar la asignación"
#: ../../content/applications/services/planning.rst:318
msgid ""
"Once shifts are planned and published, employees receive an email "
"notification. If shift unassignment is allowed, the employees can click the "
":guilabel:`I am unavailable` button, and the shift reverts to an open shift."
msgstr ""
"Una vez que los turnos se planeen y publiquen, los empleados recibirán una "
"notificación por correo electrónico. Si se permite eliminar la asignación "
"los empleados pueden hacer clic en el botón :guilabel:`No estoy disponible` "
"y el turno volverá a ser un turno abierto."
#: ../../content/applications/services/planning.rst:325
msgid ""
"Only the shifts matching the employee's roles are displayed in their "
"schedule."
msgstr ""
"Los empleados solo pueden ver en su horario los turnos que coinciden con sus"
" funciones."
#: ../../content/applications/services/project.rst:8
msgid "Project"
msgstr "Proyecto"
#: ../../content/applications/services/project.rst:10
msgid ""
"Odoo Project is a tool to manage your ongoing projects. Schedule tasks, "
"assign activities to coworkers, and keep track of each project's "
"profitability."
msgstr ""
"Proyecto de Odoo es una herramienta para gestionar sus proyectos activos. "
"Planifique tareas, asigne actividades a sus compañeros de trabajo y "
"mantengase al tanto del rendimiento de cada proyecto. "
#: ../../content/applications/services/project.rst:14
#: ../../content/applications/services/timesheets.rst:11
msgid ""
"`Odoo Tutorials: Project and Timesheets "
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
msgstr ""
"`Tutoriales de Odoo: Proyectos y hojas de horas "
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
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#: ../../content/applications/services/project/project_dashboard.rst:3
msgid "Project dashboard"
msgstr ""
#: ../../content/applications/services/project/project_dashboard.rst:5
msgid ""
"The project dashboard allows you to get a comprehensive overview of your "
"project's status. It displays information such as the total number of tasks,"
" timesheets, and planned hours linked to the project, as well as detailed "
"information about project milestones and its costs and revenues. Within the "
"project dashboard, you can create :guilabel:`Project updates`, which allow "
"you to take a snapshot of the project's status at a certain point in time. "
"As such, it is a crucial tool for effective project management and ensuring "
"that your project stays on track."
msgstr ""
#: ../../content/applications/services/project/project_dashboard.rst:13
msgid "Using the project dashboard"
msgstr ""
#: ../../content/applications/services/project/project_dashboard.rst:15
msgid ""
"To access the project dashboard, open the **Project** app and hover over the"
" desired project’ s card. Then, click the :icon:`fa-vertical-ellipsis` "
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"(:guilabel:`vertical ellipsis`) icon and select :guilabel:`Dashboard`. "
"Alternatively, you can access the project dashboard from the project’ s "
":ref:`top bar <project/project-management/top-bar>`."
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msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:20
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msgid ""
"The left side of the dashboard displays a list of existing :ref:`project "
"updates <project/project-dashboard/updates>`, and the right side provides "
":ref:`detailed information about records linked to the project "
"<project/project-dashboard/smart-buttons>`, as well as :ref:`milestones "
"<project/project-dashboard/milestones>`, :ref:`profitability "
"<project/project-dashboard/profitability>`, and :ref:`budgets "
"<project/project-dashboard/budgets>`."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:27
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msgid ""
"The information displayed on the project dashboard varies depending on the "
"applications installed on your database. For example, you will not see "
"information about **Timesheets**, **Planning**, or **Purchase Orders** if "
"the corresponding applications are not installed."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:34
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msgid "Totals smart buttons"
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:36
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msgid ""
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"The following smart buttons are displayed on the top right of the project "
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"dashboard:"
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:38
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msgid ""
":guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or "
":guilabel:`Canceled` :ref:`tasks "
"<project/tasks/task_stages_statuses/statuses>`) and all tasks, in format "
"completed/all, as well as the entire project's completion percentage "
"estimation."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:41
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msgid ""
":guilabel:`Timesheets`: the number of hours or days (depending on the "
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"**Timesheets** app configuration) allocated in the project’ s **settings**. "
"This includes all :doc:`timesheets <../timesheets>`, whether or not they "
"have been validated."
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msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:44
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msgid ""
":guilabel:`Planned`: the number of hours that have been planned for shifts "
"in the **Planning** app. This includes all :doc:`planned shifts "
"<../planning>`, including past shifts and shifts that have not yet been "
"published."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:47
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msgid ""
":guilabel:`Documents`: number of :doc:`documents "
"<../../productivity/documents>` in the project’ s workspace."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:49
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msgid ""
":guilabel:`Burndown Chart`: click the smart button to access a :doc:`report "
"</applications/essentials/reporting>` on the status of the project’ s tasks "
"over time."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:51
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msgid ""
":guilabel:`Timesheets and Planning`: click the smart button to access a "
":doc:`report </applications/essentials/reporting>` on the project’ s "
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"timesheets and shifts. This allows you to easily compare planned and "
"effective hours of work on the project."
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msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:54
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msgid ""
"**Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales "
"Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of"
" records linked to the project."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:58
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msgid ""
"Use the project dashboard smart buttons to update the project records "
"easily. Click :guilabel:`Timesheets` to validate timesheets, "
":guilabel:`Planned` to create project planning, :guilabel:`Documents` to "
"view and validate documents, etc."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:65
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msgid "Milestones"
msgstr "Hitos"
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#: ../../content/applications/services/project/project_dashboard.rst:67
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msgid ""
"This section is only visible if :doc:`milestones "
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"</applications/sales/sales/invoicing/milestone>` have been enabled in the "
"Project’ s app settings. Click :guilabel:`Add Milestone` to create a new "
"milestone. Click a milestone in the checklist to edit it, enable its "
"checkbox to mark it as completed, or click the :icon:`fa-trash` "
"(:guilabel:`trash`) icon to remove it."
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msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:72
msgid ""
"The milestones are displayed in red if they’ re past their deadline, or in "
"green if they are ready to be marked as reached (i.e. tasks linked to the "
"milestone that have been marked with :guilabel:`done` or "
":guilabel:`canceled` :ref:`status "
"<project/tasks/task_stages_statuses/statuses>`)."
msgstr ""
#: ../../content/applications/services/project/project_dashboard.rst:79
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msgid "Profitability"
msgstr "Rentabilidad"
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#: ../../content/applications/services/project/project_dashboard.rst:81
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msgid ""
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"This section provides a breakdown of project costs and revenues, which are "
"impacted by all records linked to the project and its :doc:`Analytic account"
" </applications/finance/accounting/reporting/analytic_accounting>`."
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msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:85
msgid "The profitability report is only displayed for billable projects."
msgstr ""
#: ../../content/applications/services/project/project_dashboard.rst:90
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msgid "Budgets"
msgstr "Presupuestos"
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#: ../../content/applications/services/project/project_dashboard.rst:92
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msgid ""
"If a budget has been set for the project, its status and related details are"
" displayed in this section. Click :guilabel:`Add Budget` to create a new "
"budget for the project."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:96
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msgid ""
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":doc:`Budgets </applications/finance/accounting/reporting/budget>` must be "
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"enabled in your database’ s **Accounting** application in order for this "
"section to be displayed."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:102
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msgid "Project updates"
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:104
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msgid ""
"Project updates allow you to take a snapshot of the project’ s overall status"
" at a given point in time, for example, during a periodic (weekly, bi-"
"weekly, or monthly) review. This allows you to compare specific data points,"
" note any aspects of the project that need improvement, and estimate if the "
"project is on or off track."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:109
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msgid ""
"To create a new project update, go to the project dashboard, click "
":guilabel:`New`, and fill in the following fields:"
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:112
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msgid ""
":guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At "
"Risk`, :guilabel:`Off Track`, :guilabel:`On Hold`, and :guilabel:`Done`. "
"Once the status is set, a color-coded dot is displayed on the project’ s "
"Kanban card, allowing the project manager to easily identify which projects "
"need attention."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:116
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msgid ""
":guilabel:`Progress`: Manually input the completion percentage based on the "
"project's progress."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:117
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msgid ""
":guilabel:`Date` and :guilabel:`Author`: These fields are automatically "
"filled in with appropriate information based on the user who created the "
"update and the current date."
msgstr ""
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#: ../../content/applications/services/project/project_dashboard.rst:119
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msgid ""
":guilabel:`Description`: Use this rich-text field to gather notes. Depending"
" on the project configuration (e.g., if the project is billable), this field"
" may be pre-filled with current information on aspects such as "
"profitability, budget, milestones, etc."
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:3
msgid "Project management"
msgstr "Gestión de proyectos "
#: ../../content/applications/services/project/project_management.rst:5
msgid ""
"Odoo Project uses the **Kanban** project management system. This means all "
"projects are broken down into tasks, which are categorized on a whiteboard "
"according to what production phase they are in."
msgstr ""
"Proyecto de Odoo usa el sistema de gestión de proyectos **Kanban**. Esto "
"significa que todos los proyectos se desglosan en tareas que se categorizan "
"en un tablero de acuerdo a la fase de produción en la que se encuentren. "
#: ../../content/applications/services/project/project_management.rst:8
msgid "Did you know?"
msgstr "¿Sabía que? "
#: ../../content/applications/services/project/project_management.rst:10
msgid ""
"The word **Kanban** comes from Japanese and refers to the \"visual board\" "
"management method."
msgstr ""
"La palabra **Kanban** viene del japonés y se refiere al método de gestión "
"\"tablero visual\". "
#: ../../content/applications/services/project/project_management.rst:13
msgid ""
"`Odoo Tutorials: Kanban Project Management "
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
msgstr ""
"`Tutoriales de Odoo: Gestión de proyectos Kanban "
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
#: ../../content/applications/services/project/project_management.rst:21
msgid ""
"Open the **Project** app and click :guilabel:`Create` to start a new "
"project. Enter a :guilabel:`Name` for your project and click "
":guilabel:`Create Project`."
msgstr ""
"Abra la aplicación **Proyecto** y haga clic en :guilabel:`Crear` para "
"comenzar un nuevo proyecto. Introduzca un :guilabel:`Nombre` para su "
"proyecto y haga clic en :guilabel:`Crear proyecto`. "
#: ../../content/applications/services/project/project_management.rst:24
msgid ""
"You can customize your existing **projects** from the dashboard by clicking "
"the drop-down toggle button (:guilabel:`⋮`) on your project's **card**."
msgstr ""
"Puede personalizar sus **proyectos** desde el tablero haciendo clic en el "
"botón desplegable de alternar (:guilabel:`⋮`) en la **tarjeta** de su "
"proyecto."
#: ../../content/applications/services/project/project_management.rst-1
msgid "Project card"
msgstr "Tarjeta del proyecto "
#: ../../content/applications/services/project/project_management.rst:31
msgid "This enables a new menu divided into four parts:"
msgstr "Esto activa un nuevo menú que se divide en cuatro partes:"
#: ../../content/applications/services/project/project_management.rst:33
msgid ""
":guilabel:`View`: see an overview of your project's components, such as its "
":guilabel:`Tasks`, :guilabel:`Milestones` and :guilabel:`Project Updates`. "
"Depending on which apps you have activated, more options may be available, "
"such as :guilabel:`Documents`. All uploaded files can be found under this "
"menu, as well as in the **Documents** app, under :guilabel:`Projects`;"
msgstr ""
":guilabel:`Vista`: vea un resumen de los componentes de su proyecto tales "
"como sus :guilabel:`Tareas`, :guilabel:`Objetivos` y las "
":guilabel:`Actualizaciones del proyecto`. Dependiendo de las aplicaciones "
"que tenga activadas, tendrá más opciones disponibles, como "
":guilabel:`Documentos`. Puede encontrar todos los archivos subidos en este "
"menú, así como en la aplicación **Documentos**, en :guilabel:`Proyectos`;"
#: ../../content/applications/services/project/project_management.rst:37
msgid ""
":guilabel:`Reporting`: analyze your project's progress and profitability "
"through graphics and statistics;"
msgstr ""
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":guilabel:`Informes`: analice el progreso y rendimiento de su proyecto con "
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"gráficos y estadísticas;"
#: ../../content/applications/services/project/project_management.rst:39
msgid ""
"**Color**: make a line of color appear on the left side of the card so that "
"your project is more recognizable;"
msgstr ""
"**Color**: ponga una línea de color del lado izquierdo de la tarjeta para "
"reconocer fácilmente su proyecto;"
#: ../../content/applications/services/project/project_management.rst:41
msgid ":guilabel:`Settings`: you can change the following:"
msgstr ":guilabel:`Ajustes`: puede cambiar lo siguiente:"
#: ../../content/applications/services/project/project_management.rst:43
msgid "the :guilabel:`Name` of the project;"
msgstr "el :guilabel:`Nombre` del proyecto;"
#: ../../content/applications/services/project/project_management.rst:44
msgid "the :guilabel:`Name of the tasks` found under that project;"
msgstr ""
"el :guilabel:`Nombre de las tareas` que le pertenecen a ese proyecto; "
#: ../../content/applications/services/project/project_management.rst:45
msgid "the :guilabel:`Customer` for whom the project is intended;"
msgstr "el :guilabel:`Cliente` para quién es el proyecto; "
#: ../../content/applications/services/project/project_management.rst:46
msgid "the :guilabel:`Tags` used for filtering;"
msgstr "las :guilabel:`Etiquetas` que usa para los filtros;"
#: ../../content/applications/services/project/project_management.rst:47
msgid "the :guilabel:`Company` responsible for the project;"
msgstr "la :guilabel:`Empresa` responsable del proyecto;"
#: ../../content/applications/services/project/project_management.rst:48
msgid "the employee designated as :guilabel:`Project Manager`;"
msgstr "el empleado asignado como :guilabel:`Gerente del proyecto`;"
#: ../../content/applications/services/project/project_management.rst:49
msgid "the :guilabel:`Planned Date` of the project;"
msgstr "la :guilabel:`Fecha planeada` del proyecto;"
#: ../../content/applications/services/project/project_management.rst:50
msgid "the total :guilabel:`Allocated Hours` for that project."
msgstr "las :guilabel:`Horas asignadas` totales para ese proyecto."
#: ../../content/applications/services/project/project_management.rst:52
msgid ""
"Additionally, you can mark the project as :guilabel:`Favorite`, allowing you"
" to find it using the :guilabel:`My Favorites` filter on the Kanban view;"
msgstr ""
"Además, puede marcar el proyecto como :guilabel:`Favorito`, permitiendole "
"encontrarlo usando el filtro :guilabel:`Mis favoritos` en la vista Kanban;"
" "
#: ../../content/applications/services/project/project_management.rst-1
msgid "Project settings"
msgstr "Ajustes del proyecto"
#: ../../content/applications/services/project/project_management.rst:60
msgid ""
"`Odoo Tutorials: Customize projects "
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
msgstr ""
"`Tutoriales de Odoo: personalice sus proyectos "
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
#: ../../content/applications/services/project/project_management.rst:63
msgid ""
"Further settings are available under the :guilabel:`Settings` tab. Most of "
"them are *only* available depending on the activated apps."
msgstr ""
"Más ajustes están disponibles en la pestaña :guilabel:`Ajustes`. La mayoría "
"están *solo* disponibles dependiendo de las aplicaciones activadas. "
#: ../../content/applications/services/project/project_management.rst:67
msgid "Scheduling activities"
msgstr "Planificar actividades"
#: ../../content/applications/services/project/project_management.rst:69
msgid ""
"You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, "
"etc.) per project by clicking on the **clock** icon on a project. Doing so "
"opens a list with already scheduled activities and allows planning **new** "
"activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up "
"window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` "
"for that activity, a :guilabel:`Due Date`, and assign it to an employee. "
"According to the :guilabel:`Activity Type`, you may have **additional "
"options** available."
msgstr ""
"Puede planificar **actividades** por proyecto (por ejemplo, "
":guilabel:`Llamada`, :guilabel:`Reunión`, etc.) haciendo clic en el ícono de"
" **reloj** en un proyecto. Aparecerá una lista con actividades ya planeadas "
"y le permitirá planear actividades **nuevas** haciendo clic en :guilabel:`+ "
"Planificar una actividad`. En la ventana emergente, seleccione el "
":guilabel:`Tipo de actividad`, escriba un :guilabel:`Resumen` para esa "
"actividad, una :guilabel:`Fecha límite`, y asígnela a un empleado. De "
"acuerdo con el :guilabel:`Tipo de actividad`, puede tener disponibles "
"**opciones adicionales**."
#: ../../content/applications/services/project/project_management.rst:77
msgid ""
"If an activity is **already** scheduled, the icon may change to a **phone**,"
" **group of people**, or other."
msgstr ""
"Si una actividad **ya** está planeada, el ícono puede cambiar a un "
"**teléfono**, un **grupo de personas** u otro. "
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#: ../../content/applications/services/project/project_management.rst:83
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msgid "Top bar"
msgstr "Barra superior"
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#: ../../content/applications/services/project/project_management.rst:85
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msgid ""
"In project management, reviewing the various records and documents related "
"to a project is often necessary. Odoo Project’ s **top bar** provides quick "
"access to these essential resources. You can customize each project's top "
"bar to match its specific needs."
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:89
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msgid ""
"To set up the top bar for a project, go to the :guilabel:`Project` app, "
"click the project's card, then click the top bar :icon:`fa-sliders` "
":guilabel:`(sliders)` button. In the bar that appears above the search bar, "
"click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the "
"records you want to display, such as timesheets, sales orders, invoices, "
"documents, dashboards, etc."
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:94
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msgid ""
"You can then click the buttons to access the related records without leaving"
" the Project app. To return to your project tasks' Kanban view, click the "
":guilabel:`Tasks` button in the top bar."
msgstr ""
#: ../../content/applications/services/project/project_management.rst-1
msgid "Top bar selection menu"
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:101
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msgid "Custom top bar buttons"
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:103
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msgid "You can also create your own buttons to access more specific views:"
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:105
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msgid "Click an existing top bar button to access the view."
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:106
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msgid ""
"Customize the view with keywords, filters, and grouping options using the "
"search bar."
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:107
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msgid ""
"Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and"
" select :guilabel:`Save View`."
msgstr ""
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#: ../../content/applications/services/project/project_management.rst:109
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msgid ""
"Edit the default button name if necessary, then enable :guilabel:`Shared` if"
" you want to share the button with other users."
msgstr ""
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#: ../../content/applications/services/project/tasks.rst:5
msgid "Task management"
msgstr "Gestión de tareas"
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:3
msgid "Recurring tasks"
msgstr "Tareas recurrentes"
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:5
msgid ""
"When handling a project, the same task often needs to be performed several "
"times: for example, weekly meetings or status reports. The **recurring "
"tasks** feature allows you to automate the creation of those tasks."
msgstr ""
"Al trabajar con un proyecto, es muy común que deba realizar una misma tarea "
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"varias veces: por ejemplo, reuniones semanales o informes de estado. La "
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"función de **tareas recurrentes** le permite automatizar la creación de esas"
" tareas. "
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:10
msgid ""
"`Odoo Tutorials: Recurring tasks "
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
msgstr ""
"`Tutoriales de Odoo: Tareas recurrentes "
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:15
msgid ""
"To enable recurring tasks, go to :menuselection:`Project --> Configuration "
"--> Settings`, then activate :guilabel:`Recurring Tasks`, and press "
":guilabel:`Save`."
msgstr ""
"Para activar las tareas recurrentes, vaya a :menuselection:`Proyecto --> "
"Configuración --> Ajustes`, luego active la función de :guilabel:`Tareas "
"recurrentes` y haga clic en :guilabel:`Guardar`. "
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:19
msgid "Set up task recurrence"
msgstr "Establezca la recurrencia de una tarea"
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:21
msgid ""
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"In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) "
"button next to the :guilabel:`Deadline` field. Then, configure the "
":guilabel:`Repeat Every` field according to your needs."
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:25
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msgid ""
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"A new task in recurrence will be created once the status of the previous "
"task is set to :guilabel:`Done` or :guilabel:`Canceled`."
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msgstr ""
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:28
msgid ""
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"The new task is created on the project dashboard with the following "
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"configuration:"
msgstr ""
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:30
msgid ""
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":guilabel:`Stage`: is set to the first stage of the project dashboard "
"(:guilabel:`New` or equivalent);"
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:32
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msgid ""
":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, "
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":guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: are copied "
"from the original task;"
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msgstr ""
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:34
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msgid ""
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":guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field"
" (e.g., if the task is set to repeat once a week, 7 days will be added to "
"the deadline);"
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msgstr ""
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:36
msgid ""
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":guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`, "
":guilabel:`Activities`, :guilabel:`Subtasks`: are **not** copied from the "
"original task."
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msgstr ""
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:39
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msgid ""
"Once a recurrence is configured, a **smart button** on the task displays the"
" total number of existing recurrences."
msgstr ""
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:43
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msgid "Edit or stop task recurrence"
msgstr "Edite o detenga la recurrencia de una tarea"
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:45
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msgid ""
"**To edit** the recurrence, open the last task in recurrence. Any changes "
"made on the task will be applied to the tasks that will be created in the "
"future."
msgstr ""
"**Para editar** la recurrencia, abra la última tarea en recurrencia. "
"Cualquier modificación que realice a la tarea se aplicará a las tareas que "
"se crearán en el futuro."
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#: ../../content/applications/services/project/tasks/recurring_tasks.rst:48
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msgid ""
"**To stop** the recurrence, open the last task in recurrence and press the "
":guilabel:`Recurrent` button next to the :guilabel:`Planned date`."
msgstr ""
"**Para detener** la recurrencia, abra la última tarea en recurrencia y "
"presione el botón :guilabel:`Recurrente` que se encuentra junto a la "
":guilabel:`fecha planeada`."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:3
msgid "Sub-tasks"
msgstr "Subtareas"
#: ../../content/applications/services/project/tasks/sub-tasks.rst:5
msgid ""
"When handling project tasks, you can often benefit from splitting the "
"workload into smaller **sub-tasks**, making it easier to track progress and "
"manage the work."
msgstr ""
"Dividir la carga de trabajo en **subtareas** más pequeñas puede ser muy útil"
" si necesita gestionar las tareas de un proyecto, esto facilita llevar "
"seguimiento del progreso y poder realizar el trabajo."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:8
msgid ""
"Odoo’ s sub-task feature is particularly useful in some of the following "
"cases:"
msgstr ""
"La función de subtarea de Odoo es bastante útil en los siguientes casos:"
#: ../../content/applications/services/project/tasks/sub-tasks.rst:10
msgid "The task workload is too big to handle in one record."
msgstr ""
"Si la carga de trabajo de la tarea es demasiado grande para gestionarla con "
"un solo registro."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:11
msgid "There’ s a clear sequence of steps to follow."
msgstr "Si hay una secuencia clara de pasos a seguir."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:12
msgid ""
"Some parts of the workload fall under the scope of different projects and/or"
" assignees."
msgstr ""
"Si algunas partes de la carga de trabajo corresponden a otros proyectos o "
"personas. "
#: ../../content/applications/services/project/tasks/sub-tasks.rst:14
msgid ""
"The original task to which sub-tasks are linked is referred to as the "
"**parent task**. The sub-tasks of the parent task are known as **child "
"tasks**."
msgstr ""
"La tarea original a la que están vinculadas las subtareas es la **tarea "
"principal** y las subtareas de la tarea principal son las **tareas "
"secundarias**."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:18
msgid "Creating sub-tasks"
msgstr "Crear subtareas"
#: ../../content/applications/services/project/tasks/sub-tasks.rst:20
msgid "To create a sub-task:"
msgstr "Para crear una subtarea:"
#: ../../content/applications/services/project/tasks/sub-tasks.rst:22
msgid "Open the Project app, then go into your desired project."
msgstr "Abra la aplicación Proyecto y después vaya al proyecto deseado."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:23
msgid ""
"Click the task where you want to add the sub-task, then click the "
":guilabel:`Sub-tasks` tab."
msgstr ""
"Haga clic en la tarea en la que desea agregar la subtarea y luego haga clic "
"en la pestaña :guilabel:`Sub-tareas`."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:24
msgid "Click :guilabel:`Add a line`, then fill in the :guilabel:`Title`."
msgstr ""
"Haga clic en :guilabel:`Agregar una línea` y luego complete el "
":guilabel:`título`."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:25
msgid ""
"Click the :icon:`fa-cloud-upload` (:guilabel:`save`) icon to save the task "
"manually."
msgstr ""
"Haga clic en el icono :icon:`fa-cloud-upload` (:guilabel:`Guardar`) para "
"guardar la tarea de forma manual. "
#: ../../content/applications/services/project/tasks/sub-tasks.rst:28
msgid ""
"You can edit several fields of a sub-task directly from the parent task’ s "
"sub-task tab without opening the individual sub-task. By default, those are:"
" :guilabel:`Title`, :guilabel:`Priority`, :guilabel:`Status`, and "
":guilabel:`Assignees`. Use the :icon:`fa-sliders` (:guilabel:`sliders`) icon"
" to add or remove fields."
msgstr ""
"Puede editar varios campos de una subtarea desde la pestaña de subtarea de "
"la tarea principal sin abrir la subtarea. De forma predeterminada, los "
"campos son: :guilabel:`Título`, :guilabel:`Prioridad`, :guilabel:`Estado` y "
":guilabel:`Personas asignadas`. Utilice el icono :icon:`fa-sliders` "
"(:guilabel:`controles deslizantes`) para agregar o eliminar campos."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:33
msgid ""
"Once the new sub-task is created, the following changes occur in the parent "
"task:"
msgstr ""
"Los siguientes cambios ocurren en la tarea principal luego de crear la nueva"
" subtarea:"
#: ../../content/applications/services/project/tasks/sub-tasks.rst:35
msgid ""
"A **smart button** displays the total number of sub-tasks, as well as the "
"number of closed (**done** or **canceled**) sub-tasks. Click the smart "
"button to access the list of the sub-tasks."
msgstr ""
"Un **botón inteligente** muestra el número total de subtareas, incluyendo "
"las que están cerradas (**hechas** o **canceladas**). Haga clic en el él "
"para acceder a la lista de las subtareas."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:37
msgid ""
"The :guilabel:`Allocated time` displays the amount of time allocated to the "
"parent task, as well as time allocated to the sub-tasks. This can be used to"
" ensure that the time allocated to sub-tasks does not exceed time allocated "
"to the parent task."
msgstr ""
"El :guilabel:`tiempo asignado` muestra la cantidad de tiempo asignado a la "
"tarea principal y a las subtareas. Este es útil para asegurarse de que el "
"tiempo asignado a las subtareas no exceda el tiempo asignado a la tarea "
"principal."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:40
msgid ""
"The :guilabel:`Timesheets` tab includes a breakdown of time spent on the "
"parent task as well as sub-tasks."
msgstr ""
"La pestaña :guilabel:`Hojas de horas` incluye un desglose del tiempo "
"utilizado en la tarea principal y sus subtareas."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:43
msgid ""
"Click :guilabel:`View` to open the sub-task you created. The sub-task form "
"is identical to the :ref:`task form <task_creation/task-configuration>`."
msgstr ""
"Haga clic en :guilabel:`Ver` para abrir la subtarea que creó. Este "
"formulario es idéntico al :ref:`formulario de la tarea <task_creation/task-"
"configuration>`."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:48
msgid ""
"A **smart button** allows to navigate back to the :guilabel:`Parent task`."
msgstr ""
"Hay un **botón inteligente** que le permitirá regresar a la :guilabel:`tarea"
" principal`."
#: ../../content/applications/services/project/tasks/sub-tasks.rst:49
msgid ""
"The :guilabel:`Sub-tasks` tab allows for further creation of sub-tasks."
msgstr "La pestaña :guilabel:`Subtareas` le permite crear otras subtareas. "
#: ../../content/applications/services/project/tasks/sub-tasks.rst:50
msgid ""
"Selecting a :guilabel:`Project` will trigger this sub-task to be displayed "
"in the Kanban view of the selected project."
msgstr ""
"Si selecciona un :guilabel:`proyecto`, la subtarea aparecerá en la vista de "
"kanban del proyecto que haya elegido."
#: ../../content/applications/services/project/tasks/task_creation.rst:3
msgid "Task creation"
msgstr "Creación de tareas"
#: ../../content/applications/services/project/tasks/task_creation.rst:5
msgid ""
"Tasks in Odoo Project can be created manually or automatically, including "
"from emails or website forms."
msgstr ""
"Puede crear tareas en Proyecto de Odoo de forma manual o automática, incluso"
" desde correos electrónicos o formularios de sitio web."
#: ../../content/applications/services/project/tasks/task_creation.rst:11
msgid ""
"Open the Project app and choose the desired project. Create a new task by "
"doing one of the following:"
msgstr ""
"Abra la aplicación Proyecto y seleccione el proyecto que quiera. Para crear "
"una tarea nueva, siga los siguientes pasos:"
#: ../../content/applications/services/project/tasks/task_creation.rst:14
msgid ""
"Clicking the :icon:`fa-plus` (:guilabel:`plus`) button in the upper left "
"corner. This creates a new task in the first stage of your Kanban view."
msgstr ""
"Haga clic en el botón :icon:`fa-plus` (:guilabel:`más`) en la esquina "
"superior izquierda. Esto creará una nueva tarea en la primera etapa de su "
"vista Kanban."
#: ../../content/applications/services/project/tasks/task_creation.rst:16
msgid ""
"Pressing the :icon:`fa-plus` (:guilabel:`plus`) button next to the Kanban "
"stage name. This creates a new task in this Kanban stage."
msgstr ""
"Presione el botón :icon:`fa-plus` (:guilabel:`más`) a un lado del nombre de "
"la etapa kanban. Esto creará una nueva tarea en esa etapa de kanban."
#: ../../content/applications/services/project/tasks/task_creation.rst:19
msgid ""
"Fill in the :guilabel:`Task Title` and add one or more "
":guilabel:`Assignees`, then click :guilabel:`Add`."
msgstr ""
"Llene el :guilabel:`Título de la tarea`, agregue una o más "
":guilabel:`Personas asignadas` y haga clic en :guilabel:`Agregar`."
#: ../../content/applications/services/project/tasks/task_creation.rst:25
msgid "Task configuration"
msgstr "Configuración de la tarea"
#: ../../content/applications/services/project/tasks/task_creation.rst:27
msgid ""
"Click the task to open it. The task form includes the following fields that "
"you can fill in:"
msgstr ""
"Haga clic en la tarea para abrirla. El formulario de la tarea incluye los "
"siguientes campos que puede llenar:"
#: ../../content/applications/services/project/tasks/task_creation.rst:29
msgid ":guilabel:`Task Title`: title of the task."
msgstr ":guilabel:`Nombre de la tarea`: título de la tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:30
msgid ""
":icon:`fa-star-o` (:guilabel:`Star`): click the :icon:`fa-star-o` "
"(:guilabel:`star`) icon to mark the task as high priority. The icon will "
"turn yellow. Click it again to remove the high priority."
msgstr ""
":icon:`fa-star-o` (:guilabel:`Estrella`): haga clic en el icono :icon:`fa-"
"star-o` (:guilabel:`estrella`) para marcar la tarea como de alta prioridad. "
"El icono se tornará amarillo. Haga clid de nuevo para quitarle prioridad a "
"la tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:32
msgid ":guilabel:`Project`: the project that this task belongs to."
msgstr ":guilabel:`Proyecto`: el proyecto al que pertenece esta tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:33
msgid ""
":guilabel:`Assignees`: the person(s) in charge of handling the work on this "
"task."
msgstr ""
":guilabel:`Personas asignadas`: la persona a cargo de realizar la tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:34
msgid ""
":guilabel:`Tags`: custom labels allowing to categorize and filter your "
"tasks."
msgstr ""
":guilabel:`Etiquetas`: etiquetas personalizadas con las que puede "
"categorizar y filtrar sus tareas."
#: ../../content/applications/services/project/tasks/task_creation.rst:35
msgid ""
":guilabel:`Customer`: the person or company that will be billed for this "
"task. This field only appears in tasks that belong to billable projects."
msgstr ""
":guilabel:`Cliente`: la persona o empresa a la que se le facturará esta "
"tarea. Este campo solo aparece en tareas que pertenecen a proyectos "
"facturables."
#: ../../content/applications/services/project/tasks/task_creation.rst:37
msgid ""
":guilabel:`Sales Order Item`: this can be either the sales order that was "
"used to create this task, or a sales order that was linked to this task "
"manually. This field only appears in tasks linked to billable projects."
msgstr ""
":guilabel:`Artículo en la orden de venta`: esto puede ser la orden de venta "
"que se usó para crear esta tarea, o una orden de venta que se vinculó a esta"
" tarea de forma manual. Este campo solo aparece en tareas vinculadas a "
"proyectos facturables."
#: ../../content/applications/services/project/tasks/task_creation.rst:40
msgid ""
":guilabel:`Allocated Time`: the amount of time that the work on this task is"
" expected to last, tracked by timesheets."
msgstr ""
":guilabel:`Tiempo asignado`: la cantidad de tiempo que se espera se invierta"
" en esta tarea. Se monitorea con hojas de horas."
#: ../../content/applications/services/project/tasks/task_creation.rst:42
msgid ""
":guilabel:`Deadline`: the expected end date of the task. Once this field is "
"filled in, you can also add a start date to designate the entire time frame "
"of the tasks' duration."
msgstr ""
":guilabel:`Fecha límite`: la fecha en la que se espera que se termine la "
"tarea. Una vez que se llene esta campo también puede agregar una fecha de "
"inicio para designar el periodo completo que se espera que dure la tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:47
msgid ""
"You can also create new tasks by switching to the list or Gantt view and "
"clicking :guilabel:`New`."
msgstr ""
"También puede cambiar a la vista de lista o Gantt y hacer clic en "
":guilabel:`Nuevo` y crear nuevas tareas."
#: ../../content/applications/services/project/tasks/task_creation.rst:49
msgid ""
"The following fields can also be edited directly from the Kanban view "
"without opening the individual task: :icon:`fa-star-o` (**priority**), "
":guilabel:`Allocated hours`, :guilabel:`Assignees`, and **task status**. You"
" can also **color code** or :guilabel:`Set a Cover image` to your task by "
"clicking the :icon:`fa-ellipsis-v` (**vertical ellipsis**)."
msgstr ""
"Los siguientes campos también se pueden editar directamente dese la vista "
"Kanban sin abrir la tarea individual: :icon:`fa-star-o` (**prioridad**), "
":guilabel:`Horas asignadas`, :guilabel:`Personas asignadas` y **estado de la"
" tarea*. También puede usar **código de colores** o :guilabel:`Establecer "
"imagen de portada` en su tarea si hace clic en :icon:`fa-ellipsis-v` (**tres"
" puntos verticales**)"
#: ../../content/applications/services/project/tasks/task_creation.rst:53
msgid ""
"You can use the following keyboard shortcuts in the task title to configure "
"new tasks (modify the values in the examples below according to your needs):"
msgstr ""
"Puede usar los siguientes atajos de teclado en el título de la tarea para "
"configurar nuevas tareas (modifique los valores en los ejemplos de abajo "
"según sus necesidades):"
#: ../../content/applications/services/project/tasks/task_creation.rst:56
msgid "**30h**: to allocate 30 hours to the task."
msgstr "**30h**: para asignarle 30 horas a la tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:57
msgid "**#tags**: to add tags to the task."
msgstr "**#etiquetas**: para agregar etiquetas en la tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:58
msgid "**@user**: to assign the task to a user."
msgstr "**@usuario**: para asignar la tarea al usuario."
#: ../../content/applications/services/project/tasks/task_creation.rst:59
msgid "**!**: to star the task as high priority."
msgstr "**!**: para marcar la tarea como de alta prioridad."
#: ../../content/applications/services/project/tasks/task_creation.rst:61
msgid ""
"Along with using the correct format, follow this order: the task's name, "
"followed by the allocated time, the tags, the assignee, and then the "
"priority."
msgstr ""
"Además de usar el formato correcto, siga esta orden: el nombre de la tarea, "
"después el tiempo asignado, las etiquetas, la persona asignada y después la "
"prioridad."
#: ../../content/applications/services/project/tasks/task_creation.rst:64
msgid ""
"For example, if you want to create a task named \"Prepare workshop\", "
"allocate 5h hours to it, add the \"School\" tag, assign it to Audrey and set"
" its priority to :guilabel:`High`, enter the following task title: Prepare "
"workshop 5h #school @Audrey !"
msgstr ""
"Por ejemplo, si quiere crear una tarea llamada \"Preparar taller\" a la que "
"le asignará 5 horas, agregará la etiqueta \"Escuela\", asignará a Audrey y "
"configurará su prioridad como :guilabel:`Alta`, ingrese el siguiente título "
"de tarea: Preparar taller 5h #escuela @Audrey."
#: ../../content/applications/services/project/tasks/task_creation.rst:0
msgid "Using keyboard shortcuts to create a task in Project."
msgstr "Uso de atajos del teclado para crear una tarea en Proyecto."
#: ../../content/applications/services/project/tasks/task_creation.rst:74
msgid "Creating tasks from an email alias"
msgstr "Crear tareas desde un seudónimo de correo electrónico"
#: ../../content/applications/services/project/tasks/task_creation.rst:76
msgid ""
"This feature allows for project tasks to be automatically created once an "
"email is delivered to a designated email address."
msgstr ""
"Esta función permite que se creen tareas de proyecto de forma automática una"
" vez que llegue un correo a la dirección de correo designada."
#: ../../content/applications/services/project/tasks/task_creation.rst:79
msgid ""
"To configure it, open the Project app, then click the :icon:`fa-ellipsis-v` "
"(:guilabel:`vertical ellipsis`) icon next to the desired project's name. "
"Select :guilabel:`Settings`, then open the :guilabel:`Settings` tab."
msgstr ""
"Para configurar esto, abra la aplicación Proyecto y después haga clic en el "
"icono :icon:`fa-ellipsis-v` (:guilabel:`tres puntos verticales`) a un lado "
"del nombre del proyecto. Seleccione :guilabel:`Ajustes` y después abra la "
"pestaña :guilabel:`Ajustes`."
#: ../../content/applications/services/project/tasks/task_creation.rst:83
msgid ""
"Fill in the :guilabel:`Create tasks by sending an email to` field as "
"follows:"
msgstr ""
"Llene el campo :guilabel:`Cree tareas al enviar un correo electrónico a` "
"como se indica a continuación:"
#: ../../content/applications/services/project/tasks/task_creation.rst:85
msgid ""
"**Section of the alias before the @ symbol**: type the name of the email "
"alias, e.g. `contact`, `help`, `jobs`."
msgstr ""
"**Sección del seudónimo antes del símbolo @**: escriba el nombre del "
"seudónimo de correo electrónico, por ejemplo, `contacto`, `ayuda`, "
"`trabajos`."
#: ../../content/applications/services/project/tasks/task_creation.rst:87
msgid ""
"**Domain**: in most cases, this is filled in by default with your "
":doc:`domain <../../../general/email_communication>`."
msgstr ""
"**Dominio**: En la mayoría de los casos incluye su :doc:`dominio "
"<../../../general/email_communication>` de forma predeterminada."
#: ../../content/applications/services/project/tasks/task_creation.rst:89
msgid ""
"**Accept Emails From**: refine the senders whose emails will create tasks in"
" the project."
msgstr ""
"**Aceptar correos electrónicos de**: defina los remitentes cuyos correos "
"harán que se creen tareas en este proyecto."
#: ../../content/applications/services/project/tasks/task_creation.rst-1
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
msgstr ""
"Vista del seudónimo del correo electrónico elegido en el tablero del "
"proyecto."
#: ../../content/applications/services/project/tasks/task_creation.rst:94
msgid ""
"Once configured, the email alias can be seen under the name of your project "
"on the Kanban dashboard."
msgstr ""
"Una vez configurado, el seudónimo de correo electrónico puede verse en el "
"nombre de su proyecto en el tablero kanban."
#: ../../content/applications/services/project/tasks/task_creation.rst:96
msgid ""
"When an email is sent to the alias, the email is automatically converted "
"into a project task. The following rules apply:"
msgstr ""
"Cuando se envía un correo al seudónimo, el correo se convierte de inmediato "
"en una tarea del proyecto. Las reglas que aplican son:"
#: ../../content/applications/services/project/tasks/task_creation.rst:99
msgid "The email sender is displayed in the :guilabel:`Customer` field."
msgstr "El remitente se muestra en el campo :guilabel:`Cliente`."
#: ../../content/applications/services/project/tasks/task_creation.rst:100
msgid "The email subject is displayed in the :guilabel:`Task Title` field."
msgstr ""
"El asunto del correo electrónico se muestra en el campo :guilabel:`Título de"
" la tarea`."
#: ../../content/applications/services/project/tasks/task_creation.rst:101
msgid "The email body is displayed in the :guilabel:`Description` field."
msgstr ""
"El cuerpo del correo electrónico se muestra en el campo "
":guilabel:`Descripción`.q"
#: ../../content/applications/services/project/tasks/task_creation.rst:102
msgid ""
"The whole content of the email is additionally displayed in the **chatter**."
msgstr ""
"El contenido completo del correo electrónico también se muestra en el "
"**chatter**."
#: ../../content/applications/services/project/tasks/task_creation.rst:103
msgid ""
"All the recipients of the email (To/Cc/Bcc) that are Odoo users are "
"automatically added as **followers** of the task."
msgstr ""
"Todos los destinatarios del correo electrónico (Para/Cc/Cco) que son "
"usuarios de Odoo se agregan de manera automática como **seguidores** de la "
"tarea."
#: ../../content/applications/services/project/tasks/task_creation.rst:107
msgid "Creating tasks from a website form"
msgstr "Crear tareas desde un formulario de sitio web"
#: ../../content/applications/services/project/tasks/task_creation.rst:109
msgid ""
"If you have the Website app installed in your database, you can configure "
"any form on your website to trigger the creation of tasks in a project."
msgstr ""
"Si tiene la aplicación Sitio web instalada en su base de datos, puede "
"configurar cualquier formulario en su sitio web para activar la creación de "
"tareas en un proyecto."
#: ../../content/applications/services/project/tasks/task_creation.rst:112
msgid ""
"Go to the website page where you wish to add the the form and :ref:`add the "
"Form building block <websites/website/web_design/building_blocks>`."
msgstr ""
"Vaya a la página de sitio web donde quiere agregar el formulario y "
":ref:`agregue el bloque de creación de Formulario "
"<websites/website/web_design/building_blocks>`."
#: ../../content/applications/services/project/tasks/task_creation.rst:114
msgid "In the website editor, edit the following fields:"
msgstr "En el editor de sitio web, edite los siguientes campos:"
#: ../../content/applications/services/project/tasks/task_creation.rst:116
msgid ":guilabel:`Action`: select :guilabel:`Create a Task`."
msgstr ":guilabel:`Acción`: seleccione :guilabel:`Crear una tarea`."
#: ../../content/applications/services/project/tasks/task_creation.rst:117
msgid ""
":guilabel:`Project`: choose the project that you want the new tasks to be "
"created in."
msgstr ""
":guilabel:`Proyecto`: seleccione el proyecto en el que quiere que se creen "
"nuevas tareas."
#: ../../content/applications/services/project/tasks/task_creation.rst:119
2025-01-05 08:44:31 +07:00
msgid ":ref:`Customize the form <website/dynamic_content/form>`."
msgstr ""
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/project/tasks/task_creation.rst:121
msgid ""
"When the form is submitted, it automatically creates a project task. The "
"task's content is defined by the form's corresponding fields."
msgstr ""
"Cuando se envía un formulario se crea una tarea en el proyecto de forma "
"automática. El contenido de la tarea se define en los campos "
"correspondientes del formulario."
#: ../../content/applications/services/project/tasks/task_creation.rst:125
msgid ""
":doc:`Dynamic website content "
"<../../../websites/website/web_design/building_blocks/dynamic_content>`"
msgstr ""
":doc:`Contenido dinámico del sitio web "
"<../../../websites/website/web_design/building_blocks/dynamic_content>`"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_dependencies.rst:3
msgid "Task dependencies"
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:5
msgid ""
"Odoo Project allows you to break down projects into tasks and establish "
"relationships between those tasks to determine the order in which they are "
"executed. Task dependencies ensure that certain tasks begin only after the "
"preceding tasks are completed."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:9
msgid ""
"To enable task dependencies in projects, go to :menuselection:`Project --> "
"Configuration --> Settings`, enable :guilabel:`Task Dependencies`, and click"
" :guilabel:`Save`."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:13
msgid "Set task dependencies"
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:15
msgid ""
"Task dependencies can be created from the task form or the project's Gantt "
"view by linking the successor task (i.e., the task blocked by other tasks) "
"to its predecessor task(s) (i.e., the tasks blocking the successor task)."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:19
msgid ""
"To create task dependencies from the task form, access the desired task and,"
" in the :guilabel:`Blocked by` tab, click :guilabel:`Add a line`. Click "
":guilabel:`View` to access the predecessor task. To access the successor "
"tasks from the predecessor task, click the :guilabel:`Blocked Tasks` smart "
"button."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:24
msgid ""
"To create a task dependency from the Gantt view, hover your mouse over the "
"predecessor task, then click one of the dots that appear around it. Drag and"
" drop the dot onto the successor task. An arrow appears, indicating the "
"dependency from the predecessor task to the successor."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst-1
msgid "Task dependency"
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:32
msgid ""
"Odoo automatically manages task progress based on their dependency. "
"Successor tasks are assigned the :guilabel:`Waiting` status and cannot be "
"moved to :guilabel:`In Progress` until their predecessor task(s) are marked "
"as :guilabel:`Approved`, :guilabel:`Cancelled`, or :guilabel:`Done`."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:37
msgid "Remove dependencies"
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:39
msgid "To remove a task dependency, proceed as follows:"
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:41
msgid ""
"From the task form, go to the **Blocked by** tab and click the :icon:`fa-"
"times` (:guilabel:`times`) button."
msgstr ""
#: ../../content/applications/services/project/tasks/task_dependencies.rst:43
msgid ""
"From the Gantt view, click the red :icon:`fa-times` (:guilabel:`times`) "
"button that appears at the center of the arrow when you hover your mouse "
"over it."
msgstr ""
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:3
msgid "Task stages and statuses"
msgstr "Etapas y estados de tareas"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:6
msgid "Task stages"
msgstr "Etapas de tareas"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:8
msgid ""
"Task stages are displayed as columns in the project's Kanban view, and allow"
" you to update the progress of its tasks with a drag-and-drop. In most "
"projects, the stages will be akin to **New**, **In progress**, **Backlog**, "
"etc."
msgstr ""
"Las etapas de tareas se muestran como columnas en la vista kanban del "
"proyecto, así solo tiene que arrastrar y soltar las tareas para actualizar "
"su progreso. En la mayoría de los proyectos, las tareas serán similares a "
"**Nuevo**, **En progreso**, **Pendiente**, etc."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:12
msgid ""
"By default, task stages are project-specific but can be shared across "
"multiple projects that follow the same workflow."
msgstr ""
"Las etapas de las tareas son específicas para cada proyecto de forma "
"predeterminada, pero varios proyectos pueden compartirlas para que sigan el "
"mismo flujo de trabajo."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:16
msgid "Creating task stages"
msgstr "Crear etapas de tareas"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:18
msgid ""
"Odoo Project doesn’ t provide default stages but instead allows you to create"
" custom stages tailored to your specific business needs. You are prompted to"
" do so immediately after :ref:`creating a new project "
"<project_management/configuration>`."
msgstr ""
"La aplicación Proyecto de Odoo no viene con etapas predeterminadas, en su "
"lugar, le permite crear etapas que se acoplen perfectamente a sus "
"necesidades empresariales. Se le pedirá que cree etapas inmediatamente "
"después de :ref:`crear un proyecto nuevo "
"<project_management/configuration>`."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:22
msgid ""
"To create a stage, type its name into the :guilabel:`Stage...` field, then "
"click :guilabel:`Add`."
msgstr ""
"Para crear una etapa, escriba el nombre en el campo :guilabel:`Etapa...` y "
"después haga clic en :guilabel:`Agregar`."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:25
msgid ""
"Click :guilabel:`See examples` to find ideas for stage names applicable to "
"your line of business."
msgstr ""
"Haga clic en :guilabel:`Ver ejemplos` para encontrar ideas de nombres que "
"pueda aplicar a su línea de negocio."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:28
msgid "Editing task stages"
msgstr "Editar etapas de la tarea"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:30
msgid ""
"To edit the task stage, click the :icon:`fa-cog` (:guilabel:`cog`) icon next"
" to its name. From there, click one of the following:"
msgstr ""
"Para editar etapas de la tarea, haga clic en el icono :icon:`fa-cog` "
"(:guilabel:`engranaje`) a un lado de su nombre. Desde ahí, haga clic en una "
"de las siguientes opciones:"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:33
msgid ""
":guilabel:`Fold`: to hide the task stage and all of the tasks in this stage "
"from the Kanban view."
msgstr ""
":guilabel:`Plegar`: para ocultar la etapa de la tarea y todas las tareas en "
"esta etapa de la vista kanban."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:34
msgid ":guilabel:`Edit`:"
msgstr ":guilabel:`Editar`:"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:36
msgid ":guilabel:`Name`: to change the name of the stage."
msgstr ":guilabel:`Nombre`: para cambiar el nombre de la etapa."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:37
msgid ""
":guilabel:`SMS/Email Template`: to automatically send an email or SMS "
"notification to the customer when a task reaches this stage."
msgstr ""
":guilabel:`Plantilla de SMS o correo electrónico`: para enviar un correo o "
"notificación de SMS al cliente cuando una tarea llegue a esta etapa."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:39
msgid ""
":guilabel:`Folded in Kanban`: to hide the task stage and all of the tasks in"
" this stage from the Kanban view."
msgstr ""
":guilabel:`Plegado en kanban`: para ocultar la etapa de la tarea y todas las"
" tareas en esta etapa de la vista kanban-"
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:41
msgid ""
":guilabel:`Projects`: to share this task stage between several projects."
msgstr ""
":guilabel:`Proyectos`: para que la etapa de esta tarea se comparta entre "
"varios proyectos."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:42
msgid ""
":guilabel:`Automations`: to create :doc:`custom rules that trigger automatic"
" actions <../../../studio/automated_actions>` (e.g., creating activities, "
"adding followers, or sending webhook notifications). Note that this will "
"activate Studio in your database, which may impact your pricing plan."
msgstr ""
":guilabel:`Automatizaciones`: para crear :doc:`reglas personalizadas que "
"activan tareas automáticas <../../../studio/automated_actions>` (por "
"ejemplo, crear actividades, agregar seguidores, o enviar notificaciones de "
"webhook). Tome en cuenta que esto activará Studio en su base de datos, lo "
"que podría afectar su plan de pago."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:47
msgid ":guilabel:`Delete`: to delete this stage."
msgstr ":guilabel:`Borrar`: para borrar esta etapa."
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:48
msgid ""
":guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks "
"in this stage."
msgstr ""
":guilabel:`Archivar o desarchivar todo`: para archivar o desarchivar todas "
"las tareas de esta etapa."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:53
2024-09-29 07:43:41 +07:00
msgid "Task statuses"
msgstr "Estados de la tarea"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:55
2024-09-29 07:43:41 +07:00
msgid ""
"Task statuses are used to track the status of tasks within the Kanban stage,"
" as well as to close the task when it’ s done or canceled. Unlike Kanban "
"stages, they cannot be customized; five task statuses exist in Odoo and are "
"used as follows:"
msgstr ""
"Los estados de las tareas se usan para monitorear el estado de la tarea "
"dentro de la etapa kanban, así como para cerrar la tarea cuando se terminó o"
" se canceló. Contrario a las etapas kanban, estos no se pueden personalizar."
" Existen cinco estados de tarea en Odoo y se usan como se describe a "
"continuación:"
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:59
2021-05-18 12:16:30 +07:00
msgid ""
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":guilabel:`In Progress`: this is the default state of all tasks, meaning "
"that work required for the task to move to the next Kanban stage is ongoing."
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
":guilabel:`En progreso`: esta es la etapa predeterminada de todas las tareas"
" y significa que se está realizando trabajo para que la tarea se pueda mover"
" a la siguiente etapa."
2021-05-18 12:16:30 +07:00
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:61
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Changes Requested`: to highlight that changes, either requested "
"by the customer or internally, are needed before the task is moved to the "
"next Kanban stage."
msgstr ""
":guilabel:`Cambios solicitados`: para remarcar que los cambios, ya sea "
"solicitados por un cliente o de manera interna, se necesitan antes de que la"
" tarea se pueda mover a la siguiente etapa de kanban."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:63
2024-09-29 07:43:41 +07:00
msgid ""
":guilabel:`Approved`: to highlight that the task is ready to be moved to the"
" next stage."
msgstr ""
":guilabel:`Aprobado`: para mostrar que la tarea ya se puede mover a la "
"siguiente etapa."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:64
2024-09-29 07:43:41 +07:00
msgid ":guilabel:`Canceled`: to cancel the task."
msgstr ":guilabel:`Cancelado`: para cancelar la tarea."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:65
2024-09-29 07:43:41 +07:00
msgid ":guilabel:`Done`: to close the task once it's been completed."
msgstr ""
":guilabel:`Listo`: para cerrar la tarea una vez que se haya completado."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:69
2024-09-29 07:43:41 +07:00
msgid ""
"The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are"
" cleared as soon as the task is moved to another Kanban stage. The task "
"status reverts to the default :guilabel:`In Progress` status so that "
":guilabel:`Changes Requested` or :guilabel:`Approved` status can be applied "
"again once the necessary work has been completed in this Kanban stage."
msgstr ""
"Los estados de tareas :guilabel:`Cambios solicitados` y :guilabel:`Aprobado`"
" se vacían tan pronto como una tarea se mueve a otra etapa de Kanban. La "
"tarea regresará al estado predeterminado :guilabel:`En progreso` para que "
"los estados :guilabel:`Cambios solicitados` o :guilabel:`Aprobado` se puedan"
" aplicar otra vez cuando se completen en la etapa kanban."
2025-02-02 08:44:15 +07:00
#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:73
2024-09-29 07:43:41 +07:00
msgid ""
"The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from "
"the Kanban stage. Once a task is marked as :guilabel:`Done` or "
":guilabel:`Canceled`, it is closed. If needed, it can be reopened by "
"changing its status."
msgstr ""
"Los estados :guilabel:`Listo` y :guilabel:`Cancelado` son independientes de "
"la etapa de Kanban. Una tarea se cierra una vez que se marca como "
":guilabel:`Lista` o :guilabel:`Cancelada`. Si necesita abrirla de nuevo solo"
" tiene que cambiar el estado."
#: ../../content/applications/services/timesheets.rst:8
msgid "Timesheets"
2024-10-13 07:42:30 +07:00
msgstr "Partes de horas"
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
msgid "Create Timesheets upon Time Off Validation"
msgstr "Crear hojas de horas después de la validación del tiempo personal"
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
msgid ""
"Odoo automatically timesheets on project/tasks upon time off requests. This "
"allows for better overall control over the validation of timesheets, as it "
"does not leave place for forgetfulness and questions after hours that have "
"not been timesheeted by the employee."
msgstr ""
"Odoo registra las horas dedicadas en proyectos/tareas de forma automática "
"cuando se solicita tiempo personal. Esto permite un mejor control general "
"sobre la validación de hojas de hora, ya que evita tener que preguntar "
"acerca de horas que el empleado olvidó registrar."
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
msgid ""
"Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and"
" change the *Project* and *Task* set by default, if you like."
msgstr ""
"Active el :ref:`modo de desarrollador <developer-mode>`, vaya a *Hojas de "
"horas* y cambie el *proyecto* y la *tarea* establecidos de manera "
"predeterminada si lo desea."
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
msgid ""
"View of Timesheets setting enabling the feature record time off in Odoo "
"Timesheets"
msgstr ""
"Vista de los ajustes de hojas de horas cuando se habilita la función de "
"registro de tiempo personal en la aplicación de Hoja de horas de Odoo."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
2021-05-18 12:16:30 +07:00
msgid ""
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"Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select"
" or create the needed type, and decide if you would like the requests to be "
"validated or not."
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msgstr ""
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"Vaya a :menuselection:`Tiempo personal --> Configuración --> Tipos de tiempo"
" personal`. Seleccione o cree el tipo necesario y decida si desea que las "
"solicitudes se validen o no."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
msgid ""
"View of a time off types form emphasizing the time off requests and timesheets section in\n"
"Odoo Time Off"
msgstr ""
"Vista del formulario de los tipos de tiempo personal en la que se destacan la aprobación de solicitudes de tiempo personal y la sección de hojas de horas en\n"
"la aplicación de Tiempo personal de Odoo."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst:26
msgid ""
"Now, once the employee has requested his time off and the request has been "
"validated (or not, depending on the setting chosen), the time is "
"automatically allocated on *Timesheets*, under the respective project and "
"task."
msgstr ""
"Una vez que el empleado solicitó su tiempo personal y se validó la solicitud"
" (o no, según los ajustes elegidos), el tiempo se asigna de forma automática"
" en la aplicación *Hojas de horas*, en el respectivo proyecto y tarea."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
msgid ""
"On the example below, the user requested *Paid Time off* from July 13th to "
"15th."
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msgstr ""
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"En el siguiente ejemplo, el usuario solicitó *Tiempo libre pagado* del 13 al"
" 15 de julio."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
msgid "View of the time off request form in Odoo Time Off"
msgstr "Vista del formulario de solicitud de tiempo personal en Odoo."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst:33
msgid ""
"Considering that validation is not required, the requested time off is "
"automatically displayed in *Timesheets*. If validation is necessary, the "
"time is automatically allocated after the responsible person for validating "
"does it so."
msgstr ""
"Si no se necesita validación, el tiempo personal solicitado se muestra "
"automáticamente en la aplicación *Hojas de horas*. Si la validación es "
"necesaria, el tiempo se asigna de forma automática en cuanto la persona "
"responsable lo valida."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
2021-05-18 12:16:30 +07:00
msgid ""
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"Video of timesheets emphasizing the requested time off from the employee in "
"Odoo Timesheets"
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msgstr ""
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"Video de la aplicación de Hoja de horas en el que se destaca el tiempo "
"personal solicitado del empleado."
2021-05-18 12:16:30 +07:00
2024-09-29 07:43:41 +07:00
#: ../../content/applications/services/timesheets/overview/time_off.rst:41
2021-05-18 12:16:30 +07:00
msgid ""
2024-09-29 07:43:41 +07:00
"Click on the magnifying glass, hovering over the concerned cell, to access "
"all the aggregated data on that cell (day), and see details regarding the "
"project/task."
msgstr ""
"Haga clic en la lupa y coloque el cursor sobre la celda correspondiente para"
" acceder a todos los datos agregados en esa celda (día) y ver los detalles "
"sobre el proyecto/tarea."
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
msgid "View of the details of a project/task in Odoo Timeheets"
2021-05-18 12:16:30 +07:00
msgstr ""
2024-09-29 07:43:41 +07:00
"Vista de los detalles de un proyecto/tarea en la aplicación de Hoja de horas"
" de Odoo."